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JP Morgan: โ€œSemiconductors are over.โ€

๐Ÿ‘ค ๋ผ๋‘
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๐Ÿ”ฅ ์‹ค์‹œ๊ฐ„ ๋„คํ‹ฐ์ฆŒ ๋ฒ ์ŠคํŠธ ๋ฐ˜์‘

  • ใ…‡ใ…‡๋‹ค ํŒ”์•˜๋…ธ ใ…‹ใ…‹ใ…‹
  • ใ…‡ใ…‡ํ˜ธ์žฌ ์•„๋‹ˆ๋ƒใ…‹ใ…‹ใ…‹
  • ใ…‡ใ…‡(ํ•˜๋”ฐํ•ด๋ผ)
  • ใ…‡ใ…‡JPM: AI ์นฉ ๋ž ๋ฆฌ ์ง€์† ์–ด๋ ค์›€ ์šฐ๋ ค JP๋ชจ๊ฑด์€ AI ์นฉ ๊ด€๋ จ ์ฃผ์‹์ด ์žฅ๊ธฐ์ ์œผ๋กœ ํ•˜์ดํผ์Šค์ผ€์ผ๋Ÿฌ ๊ธฐ์—…๋“ค์„ ๋Šฅ๊ฐ€ํ•˜๋Š” ์„ฑ๊ณผ๋ฅผ ์œ ์ง€ํ•˜๊ธฐ ์–ด๋ ค์šธ ์ˆ˜ ์žˆ๋‹ค๊ณ  ์ „๋งํ–ˆ์Šต๋‹ˆ๋‹ค. JP๋ชจ๊ฑด์€ AI ์ˆ˜์ตํ™”๊ฐ€ ๊ฐ€์†ํ™”๋˜์–ด ํด๋ผ์šฐ๋“œ ์„œ๋น„์Šค ์ œ๊ณต์—…์ฒด๋“ค์ด ๋”ฐ๋ผ์žก๊ฑฐ๋‚˜, AI ๊ด€๋ จ ํˆฌ์ž๊ฐ€ ๊ธ‰์ฆํ•˜๋ฉด์„œ ํ•˜์ดํผ์Šค์ผ€์ผ๋Ÿฌ ๊ธฐ์—…๋“ค์˜ ์ž๋ณธ ์ง€์ถœ์ด ์ค„์–ด๋“ค๊ณ  ์นฉ ์ˆ˜์š”๊ฐ€ ์•ฝํ™”๋  ์ˆ˜ ์žˆ๋‹ค๊ณ  ์˜ˆ์ƒํ•ฉ๋‹ˆ๋‹ค. JP๋ชจ๊ฑด์€ ๊ธ์ •์ ์ธ ์‹œ๋‚˜๋ฆฌ์˜ค๋ฅผ ์„ ํ˜ธํ•˜์ง€๋งŒ, ์ž๋ณธ ์ง€์ถœ ์ „๋ง ๋‘”ํ™”๋Š” ๋ฐ˜๋„์ฒด ์ฃผ์‹์— ์žˆ์–ด ์ฃผ์š” ์œ„ํ—˜ ์š”์†Œ๋กœ ์ž‘์šฉํ•  ์ˆ˜ ์žˆ๋‹ค๊ณ  ์ง€์ ํ–ˆ์Šต๋‹ˆ๋‹ค.
  • ใ…‡ใ…‡์ธ๋ฒ„์Šค๊ฐ™์€ ์ƒˆ๊ธฐ๋“ค - dc App
  • ํ•œ๊ฐค๋Ÿฌ1ํ˜ธ์žฌ๋„ค ใ…‹ใ…‹
  • ใ…‡ใ…‡์ง„์งœ ๋‹ค ๋๋‚ฌ๋„ค
  • ใ…‡ใ…‡(์ง„์งœ ๋‹ค ํŒœ)
  • AI์ข…ํ•„์ด ๋‹คํŒ”์•˜๋‹ค ๋งค์ˆ˜ํƒ€์ž„์ด๋„ค ใ…‹ใ…‹ใ…‹
  • ํ•œ๊ฐค๋Ÿฌ2์„œ์–‘ ์ „์ธ๊ตฌ ๊ณ ๋ง™์Šต๋‹ˆ๋‹ค

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