AI 반도체와 시장 성장의 미래

### AI 반도체 주식과 향후 몇 년간 시장을 선도할 잠재적 기업들
* 📈 하반기 주식 시장은 **AI 반도체를 중심으로 안정적인 성장세**를 보일 것으로 예상됩니다.
* 💻 곧 출시될 애플의 AI 휴대폰과 삼성과의 잠재적 경쟁으로 인해 **반도체 기업에 대한 관심이 높아질 것**으로 보입니다.
* 💰 애플, 마이크로소프트, 엔비디아 등 '빅 7' 기업의 시가총액은 **2.5조~10조 원**에 달합니다.
* 🚗 테슬라는 잠재적인 시장 리더로 여겨지며, **AI 및 전기 자동차 분야에서 영향력이 커지고 있는 것**을 반영하여 주가가 조정되고 있습니다.
* 🌐 잠재적으로 차세대 주요 시장 리더인 AI 산업은 과거의 업계 파괴적 혁신 기업들과 마찬가지로 **2~3년 내에 상당한 성장**을 이룰 것으로 예상됩니다.
* 🔍 AI 기술을 혁신적인 방식으로 활용하여 **잠재적으로 대형주가 될 수 있는 기업**을 파악하는 것이 투자자들의 주요 관심사입니다.
* 🤖 휴머노이드 AI 애플리케이션에 주력하는 **OpenAI와 다른 회사들**은 미래의 잠재적 시장 리더로서 주목할 만한 가치가 있습니다.
* 📊 테슬라는 향후 몇 년 내에 **NVIDIA와 Apple과 같은 현재 선두 업체를 제치고 시가총액 1위 기업**이 될 강력한 경쟁자로 꼽힙니다.

AI 반도체는 안정적인 시장 성장 가능성으로 인해 내년에 주식 투자의 주요 타깃이 될 것입니다.

So, it seems like in about 2 to 3 years, we will experience a tremendous surge like never before. When it reaches 5 or 6 years, there will definitely be companies like that. They skyrocket in a short period. But if you look at their past data, there are cases where they even hit the top market cap ranking. So, they explode massively. When discussing the direction of the stock market for the second half of this year and next year, it was mentioned that there is a high possibility of showing a somewhat stable increase in the stock market for the second half of next year. Therefore, we should discuss which stocks we should target among them. Especially since the stock market was good until the first half of the year, the main leading stock of the booming market seemed to be AI semiconductors. So, it seems like we should still focus on AI semiconductors in the second half as well.

Should I try it? Yes, I have to keep watching. It's inevitable. I have to watch no matter what. Will something new come out? It might be difficult to catch the bottom. Yes, because there's nothing that sucks up money like AI does right now. And as we enter the second half of the year, as I mentioned earlier, Apple will release its AI phone. When Apple releases its AI phone, won't Samsung also rush to announce theirs? And as this happens, the interest in semiconductors will increase even more. So, we need to look at semiconductor profits for stock price increases. What we actually need to see is not the revenue. Individual investors need to look at their rate of return. When we look at our rate of return, semiconductor may not be as effective as we expect. That's what I think. However, for the past six months.

Now, explosive growth is no longer there, and now it's changing to a more stable appearance, like a large-cap stock, like a large-cap stock, like the past semiconductor. So, you should see it changing to a normal appearance, gradually rising. Yes, so during this time, many people have been hesitating about whether to buy because it has risen a lot. But if there is a correction this time or in the second half of the year, I still think it would be good to invest in the Big 7 and Big Seven, especially in the semiconductor sector. If there is a correction in the second half of this year, the prices will likely go down. As time goes by, you will regret not buying at that time. So, when we talk about the Big 7, which companies can we invest in a lot? Ah, it's interesting. In the past, the market capitalization used to determine the rankings, but now, there are seven companies in the first group, and in the second group, and then.

The rest is made up of Apple, Microsoft, and NVIDIA, around 4,500 each. Even if you combine the top three, it's nearly 10 trillion won. It's unimaginable. No matter how much money is circulating, it's unimaginable. Next is the group of Google and Amazon, between 2.8 trillion and 2.5 trillion. And then there are five more. Next is Meta, which is around 2 trillion. And then, well, other semiconductor companies are talking about who will be the next Broadcom. I think it will be Tesla. Tesla is now worth around 100 trillion won. It has been fluctuating a lot these days, but it won't fall. Tesla is now matching the market value of the top seven companies, so the stock price adjustment is happening properly. Therefore, their influence will continue in the future. Of course, the others will also go up, but.

They will go, but still, if they don't go, the rest can't go. Yes, Tesla has been unusually volatile lately. Tesla is now trying to align its key as you mentioned. However, was there a specific reason for Tesla's recent strong performance? One of the reasons Tesla's stock price has dropped a lot is the performance of their cars. Of course, that's one aspect, but the most important thing is the bubble deflating process, followed by the high-interest rates and the sales becoming a bit difficult. So, it seems like a complex interaction. However, boldly restructuring, then something seems to revive, and then if interest rates are lowered, the manufacturing industry benefits the most. So, there's that, and then there's AI. Even if we talk about AI in detail, it's about Tesla.

Isn't it, right? So, these complex parts are now being recognized for their value again. So, it went from $200 to $250 and continued to rise for 10 consecutive days, then dropped by 88% in one go. Probably, that's not a significant issue. Therefore, even with this adjustment, Tesla may not show the same volatility as in the past. It seems like it's finding its place now. Finding its place, but NVIDIA might have some volatility because some of the hype needs to dissipate gradually. In the process of dissipating, it will go up and down, unlike Tesla. However, Tesla has mostly shed off the excesses in terms of price and various risks, don't you think?

Yes, now we are going to find sanctions. Well, actually, it was very strong since last year, with AI among them, especially strong, wasn't it? So many people are thinking, Oh, I should have really caught that early, and still have doubts about whether to buy a little when it drops a bit. Regarding this part, you can still think that it's okay to catch a bit if there is a slight correction. You don't have to be the top in terms of individual market capitalization. If you look at it from the perspective of buying stocks in Korea, you should not think that way. It's not about the money at all. For example, if a company in Korea ranks 10th, it becomes part of the top 5 companies, not the top 1 or 2. You shouldn't think like that. Moreover, when Korean companies rise in one go, it is...

You know, but foreign capital, well, U.S. capital, it's not like that. For example, our country is a country that is in a structure where it can't help but fall. In the case of the U.S., when an institutional investor buys a company, they assign value to it. For example, it's not the case of NVIDIA, but for example, let's talk about Apple. Recently, there was a case where Apple was struggling a bit and suddenly made a jump. At that time, the market capitalization increased by hundreds of billions. So, saying that institutional investors bought it for hundreds of billions means pouring that money to the one who ranks 1st or 2nd in the market. It's like saying it won't fall. Similarly, when all the money flows in that direction, there is a phenomenon where it doesn't fall. And there are many institutional investors who bought at high prices recently.

In South Korea, we also have many ETFs being issued, especially a lot of semiconductor ETFs. So, they are not being sold off much. Therefore, the ones that are not easily dropping out of there, are the ones located in Yeoksam-dong. They are trying to find that location. Oh, it's a bit scary in a way. The power of the past is frightening. Apple and MS, of course, back when MS was looking at Dotcom, at that time, there was a small amount of money, so a lot of the bubbles burst, that's true. However, after Apple, so since the reverse incident, the amount of money has significantly increased. So, Apple is now taking the first place in the long run, right? Like that, will Nvidia also become the first place or maintain the first place? We need to look at these two things. But in the first group, it seems like it will continue to be maintained. The interesting thing is, this is a different story, not about Nvidia, but about Nvidia selling AI.

In the environment, if a game grows in the environment, then we suggest that NVIDIA, so we want to invest in NVIDIA together. So, what I mean is, in the first place, it would be nice if we could choose a company that will skyrocket in a single game and reverse our lives. When we look at it after 5 or 6 years of growth in a game, such a company will definitely emerge. In the past, there were companies like this. For example, there were companies that took the lead in the internet era or in the smartphone era. We call these companies innovative in consumption. When the game grows, innovative companies lay the groundwork, and then, who will consume it? The companies that are born to consume it. For example, Google, then Amazon.

In this way, but these companies are not born like those in the past, like Apple, like Dia, they won't be born like that. So now, companies that innovate in consumption, after all, money is being poured into the AI industry, laying down industrial infrastructure, and companies that utilize this will emerge. No one knows if they will become large-cap stocks, or if most of them will be startups. Since most were startups in the past, like Amazon, Meta, you need to consider and think about that. You need to study and always keep an eye on it. I don't know what kind of company it is, but it will definitely experience a tremendous growth in 2 to 3 years, like MB did. In fact, the smartphone revolution.

Just looking back, companies that were once in the spotlight for who would create this smartphone, Apple, have now risen to the top in market capitalization. Showing a very strong upward trend. So, in terms of who will utilize this smartphone, it's the companies that can deliver it to consumers. Right? So, many gaming companies have emerged, but in the case of South Korea, a company like Kakao suddenly emerged. Now, we really don't know who will succeed. Right, right. So, now it's the era of AI, so far, a lot is needed to use AI. Therefore, NVIDIA, which has excelled in this, has led the way. So, moving forward, how will we utilize this AI, and in what way will we use it, structurally speaking, and what can be explained about it?

A company, such a company could also become a company like Nvidia, right? Yes, that's correct. Even the market capitalization, what about startups, in some cases, they can rise to a level as small as a startup, the potential for further growth is also quite significant. Just for your reference, these companies, if you look at the past data, some even reach the top spot in terms of market capitalization. They can skyrocket. We saw the explosiveness in the case of MB, you also saw the case of Tesla, but if you look at each period, in certain situations, companies like Timberg and others, such companies that are once-in-a-lifetime, they really emerge. You need to catch that, but most people at this time make choices like this. The concern is, is this too high, is it overheated, they go like that. Even Tesla was like that in the past.

Then everyone feels that way now. Later, when time passes, then when we look back, I should do it too, right? So, when everyone has done so much, seizing the opportunity here, then it enters a mature phase, so it can only bring mature returns. Therefore, at that time, I don't know what kind of company it will be, but there may be unlisted companies now, and then something is happening now because there is nothing done with AI. Since nothing has been done, somewhere there must be some movement. Yes, you must watch closely. You must watch closely. Probably, a memory that can show vitality to economic growth will emerge. I really empathize a lot with that.

I am working hard to study faster than others, but currently, as you mentioned, there is no clear outline, so it is difficult to judge which company it will be. However, it would be good to set some criteria and study the company in my own way. This is a point that many people hear a lot because I also need to define my MB and even catch Tesla. So, what I'm saying is, everyone is talking about doing something with AI now, but it's not easy to create a company that can dominate the world or capture such issues related to AI. Most of these issues are related to AI that we use.

Many companies that will catch your interest will come up. But those are likely to end as temporary issues, so the probability of ending as theme-oriented is high. I don't know the economy now, what it is like now, but when the economy gets better, you need to take a closer look. If you look at that time, it will clearly show, for example, we are using iPhones. We are using iPhones, and if we are using iPhone a, then oh, this is good. Because of this, I should buy this. When this kind of consumer pattern is shown, it will definitely go. For example, in the smartphone era, you know, there are things like that. Because of Twitter and Facebook, people became more interested in smartphones. What is a smartphone? I don't know, I don't know anything. But when others do Facebook and what is it, Twitter too, people are now

I understand, so I think everyone should live like that without any hesitation. Therefore, companies are changing and evolving like that. So, at that time, the stock prices of such companies will definitely rise. When you invest in those companies, you need to see how they will grow. Representative examples are, currently, it's a bit disappointing, but isn't KakaoTalk a representative example? From that perspective, recently, people are saying, Hey, this is real AI. Try using it yourself. A representative example is ChaCha BT, which has developed this. Moreover, in the unlisted market, OpenAI has achieved truly remarkable growth. Could these companies become the next generation of companies? Among the companies worth keeping an eye on, OpenAI is a representative one. We don't know how OpenAI will turn out, but when we think of AI, we shouldn't just focus on that; we should also look at Humanoid.

Yes, because they are figures that appear about the attachment of a. AI, it becomes a form that AI also utilizes. So, you should see it as a humanoid. Therefore, rather than becoming AI, you need to utilize that well. Oh, I think I should have a humanoid in my house too. This could be possible. For example, just like Jarvis in Iron Man, think of Jarvis as a piece of software and extract it. Now, the companies that are talking about this, they could be some companies that can utilize that well. I don't know which companies could be like that, but it might not turn out that way. Currently, the representative open AI is playing a role. So, as the next player, we should also observe this humanoid area once. In fact, in this field, isn't Tesla a bit ahead? Yes, so in this way, consumer innovation companies are being born, even startups.

However, looking back at the past three years, as expected, now we are utilizing that. So, now we have built the infrastructure, and then use this. You guys, with this as a representative, like what Apple is doing, right? With this, you guys got excited, so many companies were born. Like that, big companies like BigC are supposed to be the extension of consumer innovation companies now. So, at that time, the stock price is quite high, but not suddenly like Diageo, but it is evaluated higher than static returns. Because there will be a lot of sales, so most of them will join those consumer innovation companies again, and regarding that, the stock returns will be very good. But what we are talking about now, among them, companies like Tesla, for example, companies like Tesla, when we talk about consumer innovation companies, a bit more realistically.

I often think it will work out because there are many things to do now. Electric cars have just started, haven't they? When we look at the concept of a smart car, it's like a new platform like Humanoid. So, until now, our platforms were only computers and smartphones. Then, Tesla is a smart car and takes humanoid. These things will revolutionize our lives. It will deeply affect our lives. If Tesla's stock price goes up, as I mentioned earlier, it will become a leading innovative company again and will rank first in market capitalization. Amazon was also number one. If this happens, Tesla will be number one now.

Keeping it that way, during the economic growth period, Tesla is now starting to move, and as a result, its sales are increasing. So, if it keeps moving like this, it will hit first place once. Currently, whether it's Nvidia, Apple, or Microsoft, they are around 4 trillion won, but if Tesla is 1 trillion won, there is a fourfold difference. So, for someone to take first place, they need to have a fourfold increase. This is also significant. In the past, when Nvidia went from 10th place to 1st place, it increased by 400%, so it's a similar situation. So, during the economic growth period, Tesla, of course, may not be left behind. But anyway, whether it's a double or triple increase, it's tremendous. It's not that they are rising like this in a short period, but it's a significant leap. So, among the big seven, maybe Tesla will become the main player, not small and medium-sized companies. I think they will account for about 70% to 60% of that.

I am looking at it somewhat positively at 70%.

미국 주식 앞으로 더 큰 기회가 온다. 지금이 매수 기회입니다 2부 / 부자티비 출연 영상

와이즈스톡

주식 시장 동향과 반도체 기업에 미치는 영향 예측하기

내년 하반기 주식 시장은 AI 반도체가 호황을 주도하는 종목으로 꼽히며 안정적인 상승세를 보일 가능성이 높습니다.

애플과 삼성의 AI폰 출시로 반도체에 대한 관심이 더욱 높아져 주가가 상승할 것으로 예상됩니다.

애플, 마이크로소프트, 엔비디아, 구글, 아마존, 메타, 테슬라 등 상위 7개 기업의 시가총액은 상상할 수 없을 정도로 커지고 있어 이들이 주식 시장에 미치는 영향력이 상당하다는 것을 알 수 있습니다.

테슬라의 최근 변동성 및 구조 조정

테슬라는 자동차의 성능과 거품이 빠지면서 주가가 비정상적인 변동성을 보이고 있습니다.

이 회사는 현재 과감한 구조조정을 진행 중이며, 이는 잠재적인 금리 인하와 함께 실적 안정화를 가져올 것으로 예상됩니다.

테슬라의 인지도와 가치에는 AI의 영향력도 중요한 요소입니다.

한국 역삼동에서 많은 반도체 ETF가 쉽게 팔리지 않고 있어 시장이 강세를 보이고 있습니다.

애플의 성공으로 업계에서 자금이 크게 증가하면서 엔비디아도 주도권을 잡을 수 있을지에 대한 의문이 제기되고 있습니다.

AI의 중요성이 커지면서 엔비디아는 핵심 플레이어로 자리매김하고 있으며, 향후 기업 성장에 미칠 영향에 대한 신중한 고려가 필요합니다.

AI 기업이 시장에 미칠 수 있는 잠재적 영향력

스타트업은 테슬라 같은 기업에서 볼 수 있듯이 시가총액 측면에서 엔비디아와 같은 수준에 도달할 수 있는 잠재력을 가지고 있습니다.

현재 AI에 대한 관심이 집중되면서 시장을 지배하는 기업이 등장할 수도 있지만, 장기적인 성공 여부는 불확실합니다.

소셜 미디어가 스마트폰에 대한 관심에 미치는 영향과 같은 소비자 패턴은 AI 기업의 미래 성공을 가늠할 수 있습니다.

소비자 혁신 기업의 부상과 주가에 미치는 잠재적 영향

카카오톡, 오픈AI 등 소비자 혁신 기업들이 주가 상승 잠재력으로 주목받고 있습니다.

특히 오픈AI는 비상장 시장에서 괄목할 만한 성장세를 보이고 있습니다.

테슬라도 휴머노이드와 인공지능 분야에서 진전을 이루며 소비자 혁신의 핵심 기업으로 자리매김하고 있습니다.

이러한 기업들은 판매와 기술 발전에 집중하고 있기 때문에 주식 수익률에 큰 영향을 미칠 것으로 예상됩니다.

전기 자동차 시장에서 테슬라의 부상이 미치는 영향

스마트 자동차에 대한 Tesla의 혁신적인 접근 방식은 업계에 혁명을 일으키고 있으며, 시가총액 1위 기업이 될 것으로 예상됩니다.

이 회사는 상당한 매출 성장과 4배의 가치 상승 가능성으로 인해 빅 7 기업의 60~70%를 차지할 정도로 시장의 주요 플레이어가 될 것으로 예상됩니다.