{
    "input_instrument": "000660.KS",
    "company_of_interest": "000660.KS",
    "instrument_profile": {
        "input_symbol": "000660.KS",
        "normalized_symbol": "000660.KS",
        "primary_symbol": "000660.KS",
        "display_name": "SK\ud558\uc774\ub2c9\uc2a4",
        "display_name_kr": "SK\ud558\uc774\ub2c9\uc2a4",
        "display_name_en": "SK hynix",
        "exchange": "KRX",
        "country": "KR",
        "timezone": "Asia/Seoul",
        "currency": "KRW",
        "yahoo_symbol": "000660.KS",
        "krx_code": "000660",
        "dart_corp_code": null,
        "aliases": [
            "SK\ud558\uc774\ub2c9\uc2a4",
            "SK hynix",
            "Hynix",
            "000660",
            "000660.KS"
        ]
    },
    "trade_date": "2026-04-15",
    "analysis_date": "2026-04-16",
    "market_report": "**\uc2dc\uc7a5 \uad6d\uba74 \ud310\ub2e8**\n\n000660.KS\ub294 \ud604\uc7ac **\uace0\ubcc0\ub3d9\uc131 \uc0c1\uc2b9 \uc7ac\uac1c \uad6d\uba74**\uc73c\ub85c \ubd84\ub958\ud569\ub2c8\ub2e4. 2026-02-26 \uace0\uc810 1099000 \uc774\ud6c4 2026-03-31 \uc800\uc810 807000\uae4c\uc9c0 \uae09\ub77d\ud588\uc9c0\ub9cc, 2026-04-08 \uac70\ub798\ub7c9 6709356\uc8fc\ub97c \ub3d9\ubc18\ud574 1033000\uae4c\uc9c0 \uae09\ubc18\ub4f1\ud588\uace0 2026-04-14\uc5d0\ub294 1103000\uc73c\ub85c \uc9c1\uc804 \uace0\uc810\uad8c\uc744 \uc7ac\ub3cc\ud30c\ud588\uc2b5\ub2c8\ub2e4. \ub2e8\uc21c\ud55c \ubc15\uc2a4\uad8c \ubc18\ub4f1\uc774\ub77c\uae30\ubcf4\ub2e4, \ud070 \ubcc0\ub3d9\uc131 \uc548\uc5d0\uc11c \uc911\uae30 \uc0c1\uc2b9 \ucd94\uc138\uac00 \ub2e4\uc2dc \uc0b4\uc544\ub098\ub294 \ubaa8\uc2b5\uc785\ub2c8\ub2e4.\n\n\ub2e4\ub9cc 2026-04-15\ub294 \uac70\ub798\uc77c \ub370\uc774\ud130\uac00 \uc81c\uacf5\ub418\uc9c0 \uc54a\uc544 \ucd5c\uc885 \ud655\uc778 \uac00\ub2a5\ud55c \uc885\uac00\ub294 2026-04-14\uc758 1103000\uc785\ub2c8\ub2e4. \uc7a5\uc911 \uc2a4\ub0c5\uc0f7 \ub3c4\uad6c\ub294 \uc2e4\ud589 \ud658\uacbd\uc5d0\uc11c \uc720\ud6a8\ud558\uc9c0 \uc54a\uc544 5\ubd84\ubd09 \uae30\ubc18 \ub3cc\ud30c \ud655\uc778\uc740 \uc218\ud589\ud558\uc9c0 \ubabb\ud588\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc9c4\uc785 \ud0c0\uc774\ubc0d\uc740 \uc77c\ubd09 \uae30\uc900 \uc9c0\uc9c0\uc640 \uc885\uac00 \ud655\uc778 \uc911\uc2ec\uc73c\ub85c \ud574\uc11d\ud574\uc57c \ud569\ub2c8\ub2e4.\n\n**\uc120\uc815 \uc9c0\ud45c\uc640 \uc774\uc720**\n\n\uc774\ubc88 \uad6d\uba74\uc5d0\ub294 `close_10_ema`, `close_50_sma`, `close_200_sma`, `macd`, `macdh`, `rsi`, `atr`, `vwma` 8\uac1c\uac00 \uac00\uc7a5 \uc801\ud569\ud569\ub2c8\ub2e4. \uac00\uaca9\uc774 \uc7a5\uae30 \uc0c1\uc2b9 \ucd94\uc138 \uc704\uc5d0 \uc788\uc73c\uba74\uc11c \ub2e8\uae30 \uae09\ubc18\ub4f1\uc774 \uc9c4\ud589 \uc911\uc774\ubbc0\ub85c, \ucd94\uc138 \ud655\uc778\uc5d0\ub294 10 EMA, 50 SMA, 200 SMA\uac00 \ud544\uc694\ud558\uace0, \uc0c1\uc2b9 \uc7ac\uac00\uc18d \uc5ec\ubd80\ub294 MACD\uc640 MACD \ud788\uc2a4\ud1a0\uadf8\ub7a8\uc774 \ubcf4\uc644\ud569\ub2c8\ub2e4. RSI\ub294 \uacfc\uc5f4 \uc5ec\ubd80\ub97c, ATR\uc740 \uc190\uc808 \ud3ed\uacfc \ud3ec\uc9c0\uc158 \ud06c\uae30\ub97c, VWMA\ub294 \uac70\ub798\ub7c9\uc774 \uc2e4\uc81c\ub85c \uc0c1\uc2b9\uc744 \ub4b7\ubc1b\uce68\ud558\ub294\uc9c0 \ud655\uc778\ud558\ub294 \uc5ed\ud560\uc785\ub2c8\ub2e4.\n\n**\ucd94\uc138 \uad6c\uc870**\n\n2026-04-14 \uc885\uac00 1103000\uc740 10 EMA 993185.91, 50 SMA 934716.54, 200 SMA 565999.33\uc744 \ubaa8\ub450 \ud06c\uac8c \uc6c3\ub3cc\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 50 SMA\uc640 200 SMA\uac00 \uacc4\uc18d \uc0c1\uc2b9 \uc911\uc774\uba70, \uc885\uac00\uc640 200 SMA\uc758 \uad34\ub9ac\uac00 \ub9e4\uc6b0 \ud07d\ub2c8\ub2e4. \uc774\ub294 \uc7a5\uae30 \ucd94\uc138\uac00 \uc5ec\uc804\ud788 \uac15\ud55c \uc0c1\uc2b9 \uad6c\uc870\ub77c\ub294 \ub73b\uc774\uc9c0\ub9cc, \ub3d9\uc2dc\uc5d0 \uc7a5\uae30 \ud3c9\uade0 \ub300\ube44 \uac00\uaca9\uc774 \uc0c1\ub2f9\ud788 \uc55e\uc11c \uc788\uc5b4 \ucd94\uaca9 \ub9e4\uc218\uc758 \uc190\uc775\ube44\ub294 \uc5c4\uaca9\ud788 \uad00\ub9ac\ud574\uc57c \ud569\ub2c8\ub2e4.\n\n\ub2e8\uae30\uc801\uc73c\ub85c\ub294 2026-04-08\uc758 1033000 \ub3cc\ud30c\uac00 \uc911\uc694\ud588\uc2b5\ub2c8\ub2e4. \uc9c1\uc804 \ud558\ub77d \uc774\ud6c4 100\ub9cc \uc6d0\uc120\uc744 \ud68c\ubcf5\ud588\uace0, 2026-04-13 1040000, 2026-04-14 1103000\uc73c\ub85c \uc774\uc5b4\uc9c0\uba70 \ubc18\ub4f1\uc774 \ub2e8\ubc1c\uc131\uc5d0 \uadf8\uce58\uc9c0 \uc54a\uc558\uc2b5\ub2c8\ub2e4. 10 EMA\uac00 2026-04-07 898355.83\uc5d0\uc11c 2026-04-14 993185.91\uae4c\uc9c0 \ube60\ub974\uac8c \uc0c1\uc2b9\ud55c \uc810\ub3c4 \ub2e8\uae30 \ubaa8\uba58\ud140 \ud68c\ubcf5\uc744 \ud655\uc778\ud574 \uc90d\ub2c8\ub2e4.\n\n**\ubaa8\uba58\ud140**\n\nMACD\ub294 2026-04-07 -10147.74\uc5d0\uc11c 2026-04-08 992.91\ub85c \uc591\uc804\ud658\ud588\uace0, 2026-04-14\uc5d0\ub294 29769.78\uae4c\uc9c0 \ud655\ub300\ub410\uc2b5\ub2c8\ub2e4. MACD \ud788\uc2a4\ud1a0\uadf8\ub7a8\ub3c4 2026-04-07 -10021.65\uc5d0\uc11c 2026-04-14 18091.71\ub85c \uac15\ud558\uac8c \uac1c\uc120\ub410\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub2e8\uae30 \ubc18\ub4f1\uc774 \ub2e8\uc21c\ud55c \uac00\uaca9 \ub418\ub3cc\ub9bc\uc774 \uc544\ub2c8\ub77c \ubaa8\uba58\ud140 \uc804\ud658\uc744 \ub3d9\ubc18\ud588\ub2e4\ub294 \uc758\ubbf8\uc785\ub2c8\ub2e4.\n\nRSI\ub294 2026-04-14 \uae30\uc900 62.49\uc785\ub2c8\ub2e4. \uacfc\ub9e4\uc218 \uae30\uc900\uc778 70\uc5d0\ub294 \uc544\uc9c1 \ub3c4\ub2ec\ud558\uc9c0 \uc54a\uc558\uae30 \ub54c\ubb38\uc5d0 \uc0c1\uc2b9 \uc5ec\ub825\uc740 \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc 2026-02-26 RSI\uac00 78.58\uae4c\uc9c0 \uce58\uc19f\uc740 \ub4a4 \uae09\ub77d\uc774 \ub098\uc654\ub358 \uc804\ub840\uac00 \uc788\uc5b4, RSI\uac00 70 \uc774\uc0c1\uc73c\ub85c \ube60\ub974\uac8c \uc62c\ub77c\uac00\uba74 \uc2e0\uaddc \uc9c4\uc785\ubcf4\ub2e4 \ubd84\ud560 \ucc28\uc775 \uc2e4\ud604\uc774\ub098 \uc190\uc808\uc120 \uc0c1\ud5a5\uc774 \ub354 \ud569\ub9ac\uc801\uc785\ub2c8\ub2e4.\n\n**\ubcc0\ub3d9\uc131\uacfc \uc704\ud5d8 \uad00\ub9ac**\n\nATR\uc740 2026-04-14 \uae30\uc900 65221.04\uc785\ub2c8\ub2e4. \uc885\uac00 1103000 \ub300\ube44 \uc57d 5.9% \uc218\uc900\uc73c\ub85c, \ud558\ub8e8 \ubcc0\ub3d9 \ud3ed\uc774 \ub9e4\uc6b0 \ud070 \ud3b8\uc785\ub2c8\ub2e4. \uc774 \uc885\ubaa9\uc740 \ud604\uc7ac \ubc29\ud5a5\uc131\uc740 \uc0c1\uc2b9 \ucabd\uc774\uc9c0\ub9cc \uc190\uc808 \ud3ed\uc744 \ub108\ubb34 \uc881\uac8c \uc7a1\uc73c\uba74 \uc815\uc0c1\uc801\uc778 \ubcc0\ub3d9\uc5d0\ub3c4 \ud754\ub4e4\ub9b4 \uac00\ub2a5\uc131\uc774 \ud07d\ub2c8\ub2e4.\n\n\uc77c\ubd09 \uae30\uc900 \ud575\uc2ec \uc9c0\uc9c0\ub300\ub294 1030000~1040000\uc785\ub2c8\ub2e4. 2026-04-08 \uc885\uac00 1033000, 2026-04-10 \uc885\uac00 1027000, 2026-04-13 \uc885\uac00 1040000\uc774 \ubaa8\uc5ec \uc788\ub294 \uad6c\uac04\uc785\ub2c8\ub2e4. \uc774 \uad6c\uac04\uc774 \uc720\uc9c0\ub418\uba74 \uc0c1\uc2b9 \uc7ac\uac1c \uc2dc\ub098\ub9ac\uc624\uac00 \uc720\ud6a8\ud569\ub2c8\ub2e4. \ubc18\ub300\ub85c 1030000 \uc774\ud0c8 \ud6c4 \ud68c\ubcf5\ud558\uc9c0 \ubabb\ud558\uba74 10 EMA \ubd80\uadfc\uc778 993000 \uc804\ud6c4\uae4c\uc9c0 \ub418\ub3cc\ub9bc\uc744 \uc5f4\uc5b4\ub46c\uc57c \ud569\ub2c8\ub2e4. \ub354 \uae4a\uac8c\ub294 VWMA\uc640 50 SMA\uac00 \uc704\uce58\ud55c 934000~935000\ub300\uac00 \uc911\uae30 \ubc29\uc5b4\uc120\uc785\ub2c8\ub2e4.\n\n**\uac70\ub798\ub7c9\uacfc \uc720\ub3d9\uc131**\n\nVWMA\ub294 2026-04-14 \uae30\uc900 934598.00\uc73c\ub85c, \uc885\uac00 1103000\uc774 \uc774\ub97c \ud06c\uac8c \uc0c1\ud68c\ud569\ub2c8\ub2e4. \uac70\ub798\ub7c9\uc744 \ubc18\uc601\ud55c \ud3c9\uade0 \uac00\uaca9\ubcf4\ub2e4 \ud604\uc7ac \uac00\uaca9\uc774 \ub192\ub2e4\ub294 \uac83\uc740 \ucd5c\uadfc \uac70\ub798\uac00 \uc0c1\uc2b9 \ucabd\uc73c\ub85c \uc720\ub9ac\ud558\uac8c \uc7ac\ud3c9\uac00\ub418\uace0 \uc788\uc74c\uc744 \ub73b\ud569\ub2c8\ub2e4. \ud2b9\ud788 2026-04-08 \uac70\ub798\ub7c9 6709356\uc8fc\ub294 \ucd5c\uadfc \ubc18\ub4f1\uc758 \uc720\ub3d9\uc131 \ud655\uc778 \uc9c0\uc810\uc785\ub2c8\ub2e4.\n\n\ub2e4\ub9cc 2026-04-13 \uac70\ub798\ub7c9 2769753\uc8fc\uc5d0\uc11c 2026-04-14 \uac70\ub798\ub7c9 4754545\uc8fc\ub85c \uc99d\uac00\ud558\uba70 \uc0c1\uc2b9\ud55c \uac83\uc740 \uae0d\uc815\uc801\uc774\uc9c0\ub9cc, 2026-02 \ub9d0~2026-03 \ucd08 \uae09\ub77d \uad6c\uac04\uc5d0\uc11c\ub3c4 \uac70\ub798\ub7c9\uc774 \ucef8\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \uac70\ub798\ub7c9 \uc99d\uac00\ub294 \ubc29\ud5a5 \ud655\uc778\uc5d0\ub294 \uc720\uc6a9\ud558\uc9c0\ub9cc, \ubcc0\ub3d9\uc131 \ud655\ub300\uc640 \uc774\ubca4\ud2b8 \uc704\ud5d8\ub3c4 \ud568\uaed8 \uc758\ubbf8\ud569\ub2c8\ub2e4.\n\n**\ub9e4\ub9e4 \uad00\uc810**\n\n\uacf5\uaca9\uc801\uc778 \ub9e4\uc218\ub294 1103000 \uc704\uc5d0\uc11c \ucd94\uac00 \uc885\uac00 \uc548\ucc29\uc774 \ud655\uc778\ub420 \ub54c\ub9cc \uc720\ud6a8\ud569\ub2c8\ub2e4. 2026-02-26 \uace0\uac00 1099000\uc744 \uc774\ubbf8 \uc885\uac00 \uae30\uc900\uc73c\ub85c \ub118\uc5c8\uae30 \ub54c\ubb38\uc5d0, 1100000 \ubd80\uadfc\uc774 \uc0c8 \uc9c0\uc9c0\ub85c \uc804\ud658\ub418\ub294\uc9c0\uac00 \ud575\uc2ec\uc785\ub2c8\ub2e4. \uc774 \uac00\uaca9\ub300 \uc704\uc5d0\uc11c \uac70\ub798\ub7c9\uc774 \uc720\uc9c0\ub418\uba74 1150000~1200000 \uad6c\uac04\uae4c\uc9c0 \ucd94\uc138 \ucd94\uc885 \uc811\uadfc\uc774 \uac00\ub2a5\ud569\ub2c8\ub2e4.\n\n\ubcf4\uc218\uc801\uc778 \uc811\uadfc\uc740 1030000~1040000 \uc7ac\ud655\uc778 \uc2dc \ubd84\ud560 \uc9c4\uc785\uc785\ub2c8\ub2e4. \uc774 \uad6c\uac04\uc740 \ucd5c\uadfc \ub3cc\ud30c\uc640 \uc9c0\uc9c0 \ud655\uc778\uc774 \uacb9\uce58\ub294 \uc601\uc5ed\uc774\ub77c \uc190\uc775\ube44\uac00 \ub354 \ub0ab\uc2b5\ub2c8\ub2e4. \uc190\uc808 \uae30\uc900\uc740 \uc131\ud5a5\uc5d0 \ub530\ub77c 993000 \ud558\ud68c \ub610\ub294 934000~935000 \ud558\ud68c\ub85c \ub098\ub20c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub2e8\uae30 \ud2b8\ub808\uc774\ub354\ub294 10 EMA \uc774\ud0c8\uc744, \uc2a4\uc719 \ud2b8\ub808\uc774\ub354\ub294 50 SMA\uc640 VWMA \uc774\ud0c8\uc744 \uae30\uc900\uc73c\ub85c \uc0bc\ub294 \ud3b8\uc774 \ub354 \uc77c\uad00\ub429\ub2c8\ub2e4.\n\n\ud604\uc7ac \uac00\uaca9\uc5d0\uc11c \uac00\uc7a5 \ud070 \uc704\ud5d8\uc740 \ucd94\uc138 \ubd80\uc7ac\uac00 \uc544\ub2c8\ub77c **\ub192\uc740 \ubcc0\ub3d9\uc131 \uc18d \ucd94\uaca9 \ub9e4\uc218 \uc704\ud5d8**\uc785\ub2c8\ub2e4. ATR\uc774 65000\uc6d0\ub300\uc778 \ub9cc\ud07c, \uc9c4\uc785 \ud6c4 \ud558\ub8e8\uc5d0 5% \uc548\ud30e\uc758 \ud754\ub4e4\ub9bc\uc774 \ubc1c\uc0dd\ud574\ub3c4 \ucd94\uc138\uac00 \ud6fc\uc190\ub410\ub2e4\uace0 \ub2e8\uc815\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \ud3ec\uc9c0\uc158 \ud06c\uae30\ub294 \ud3c9\uc18c\ubcf4\ub2e4 \uc904\uc774\uace0, \uc190\uc808\uc120\uc740 \uac00\uaca9\uc774 \uc544\ub2c8\ub77c \ubcc0\ub3d9\uc131 \uae30\uc900\uc73c\ub85c \uc124\uacc4\ud558\ub294 \uac83\uc774 \uc801\uc808\ud569\ub2c8\ub2e4.\n\n| \uad6c\ubd84 | \ud575\uc2ec \uc218\uce58 | \ud574\uc11d | \ub300\uc751 |\n|---|---:|---|---|\n| \uc2dc\uc7a5 \uad6d\uba74 | \uace0\ubcc0\ub3d9\uc131 \uc0c1\uc2b9 \uc7ac\uac1c | \uae09\ub77d \ud6c4 1103000\uc73c\ub85c \uace0\uc810\uad8c \uc7ac\ub3cc\ud30c | \uc0c1\uc2b9 \uc6b0\uc704, \ucd94\uaca9\uc740 \uc81c\ud55c |\n| \ucd5c\uc885 \ud655\uc778 \uc885\uac00 | 2026-04-14, 1103000 | 2026-04-15\ub294 \uac70\ub798\uc77c \ub370\uc774\ud130 \uc5c6\uc74c | \uc77c\ubd09 \uc885\uac00 \uae30\uc900 \ud310\ub2e8 |\n| \ub2e8\uae30 \ucd94\uc138 | 10 EMA 993185.91 | \uc885\uac00\uac00 \ub2e8\uae30 \ud3c9\uade0\uc744 \ud06c\uac8c \uc0c1\ud68c | 993000 \uc804\ud6c4\uac00 \ub2e8\uae30 \ubc29\uc5b4\uc120 |\n| \uc911\uae30 \ucd94\uc138 | 50 SMA 934716.54 | \uc911\uae30 \uc0c1\uc2b9 \ucd94\uc138 \uc720\uc9c0 | 934000~935000 \uc774\ud0c8 \uc2dc \uacbd\uacc4 |\n| \uc7a5\uae30 \ucd94\uc138 | 200 SMA 565999.33 | \uc7a5\uae30 \uc0c1\uc2b9 \uad6c\uc870 \ub9e4\uc6b0 \uac15\ud568 | \uc7a5\uae30 \ubcf4\uc720\uc790\ub294 \ucd94\uc138 \uc720\uc9c0 \ud310\ub2e8 |\n| \ubaa8\uba58\ud140 | MACD 29769.78, \ud788\uc2a4\ud1a0\uadf8\ub7a8 18091.71 | 2026-04 \ucd08 \uc74c\uc218\uc5d0\uc11c \uac15\ud55c \uc591\uc804\ud658 | \uc0c1\uc2b9 \uc7ac\uac00\uc18d \ud655\uc778 |\n| \uacfc\uc5f4\ub3c4 | RSI 62.49 | \uacfc\ub9e4\uc218 \uc804 \ub2e8\uacc4 | 70 \uc774\uc0c1 \uc811\uadfc \uc2dc \ubd84\ud560 \ucc28\uc775 \uac80\ud1a0 |\n| \ubcc0\ub3d9\uc131 | ATR 65221.04 | \ud558\ub8e8 \ubcc0\ub3d9 \ud3ed\uc774 \ud07c | \ud3ec\uc9c0\uc158 \ucd95\uc18c, \ub113\uc740 \uc190\uc808 \ud544\uc694 |\n| \uac70\ub798\ub7c9 \ud655\uc778 | VWMA 934598.00 | \uc885\uac00\uac00 \uac70\ub798\ub7c9 \uac00\uc911 \ud3c9\uade0\uc744 \uc0c1\ud68c | \ub9e4\uc218\uc138 \uc6b0\uc704 \uc720\uc9c0 |\n| \uc8fc\uc694 \uc9c0\uc9c0 | 1030000~1040000 | \ucd5c\uadfc \ub3cc\ud30c \ud6c4 \uc9c0\uc9c0 \ud6c4\ubcf4 | \ubcf4\uc218\uc801 \ubd84\ud560 \uc9c4\uc785 \uad6c\uac04 |\n| \uc8fc\uc694 \uc800\ud56d | 1150000~1200000 | \uc2e0\uace0\uac00 \ud655\uc7a5 \ubaa9\ud45c \uad6c\uac04 | \uac70\ub798\ub7c9 \ub3d9\ubc18 \uc2dc \ucd94\uc138 \ucd94\uc885 |",
    "sentiment_report": "Source type: news-derived sentiment\n\n000660.KS\uc5d0 \ub300\ud55c \ucd5c\uadfc 1\uac1c\uc6d4 \uacf5\uacf5 \uc11c\uc0ac\ub294 \ub9e4\uc6b0 \uac15\ud55c \ub099\uad00 \ucabd\uc73c\ub85c \uae30\uc6b8\uc5b4\uc838 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uc6a9 \uc0ac\ud68c\uad00\uacc4\ub9dd \uc81c\uacf5\uc790\ub294 \uc0ac\uc6a9\ud560 \uc218 \uc5c6\uc5c8\uace0, \ub530\ub77c\uc11c \uc544\ub798 \ud3c9\uac00\ub294 \uae30\uc0ac \uae30\ubc18 \uc815\uc11c\uc640 \uc2dc\uc7a5 \ubcf4\ub3c4\uc5d0\uc11c \ub4dc\ub7ec\ub09c \ud22c\uc790\uc790 \ub0b4\ub7ec\ud2f0\ube0c\ub97c \ubc14\ud0d5\uc73c\ub85c \ud569\ub2c8\ub2e4.\n\n\uac00\uc7a5 \ud070 \uc815\uc11c \ub3d9\uc778\uc740 AI \uc778\ud504\ub77c \ud22c\uc790 \ud655\ub300, HBM \uc911\uc2ec\uc758 \uba54\ubaa8\ub9ac \uc218\uc694, DRAM\u00b7NAND \uac00\uaca9 \uc0c1\uc2b9, \uadf8\ub9ac\uace0 \uc0bc\uc131\uc804\uc790\uc758 1\ubd84\uae30 \uc2e4\uc801 \uc11c\ud504\ub77c\uc774\uc988\uac00 000660.KS\uc5d0\ub3c4 \ud655\uc0b0\ub420 \uac83\uc774\ub77c\ub294 \uae30\ub300\uc785\ub2c8\ub2e4. 2026-04-08 \ubcf4\ub3c4\uc5d0\uc11c \uc0bc\uc131\uc804\uc790\uc758 \uc601\uc5c5\uc774\uc775 \uae09\uc99d \uc804\ub9dd \uc774\ud6c4 000660.KS \uc8fc\uac00\uac00 \uc7a5\uc911 15% \uae09\ub4f1\ud588\uace0, Korea Investment & Securities\uac00 000660.KS\uc758 \uc5f0\uac04 \uc601\uc5c5\uc774\uc775 \uc804\ub9dd\uc744 28% \uc0c1\ud5a5\ud574 216\uc870\uc6d0\uc73c\ub85c \uc81c\uc2dc\ud588\ub2e4\ub294 \ub0b4\uc6a9\uc740 \ud22c\uc790\uc790 \uae30\ub300\uac00 \ub2e8\uc21c \uc5c5\ud669 \ud68c\ubcf5\uc744 \ub118\uc5b4 \uc774\uc775 \ucd94\uc815\uce58 \uc7ac\ud3c9\uac00 \ub2e8\uacc4\uc5d0 \ub4e4\uc5b4\uc130\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.\n\n\ud1a4 \ubcc0\ud654\ub294 \ub69c\ub837\ud558\uac8c \uac1c\uc120\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. 3\uc6d4 \ub9d0\uacfc 4\uc6d4 \ucd08\uc758 \uba54\ubaa8\ub9ac \uc5c5\uc885 \ubcf4\ub3c4\ub294 AI \uc218\uc694\uc640 \uac00\uaca9 \uc0c1\uc2b9\uc744 \uac15\uc870\ud558\ub294 \uae0d\uc815\uc801 \ud750\ub984\uc774 \uc8fc\ub97c \uc774\ub918\uace0, 2026-04-16 \uad6d\ub0b4 \ubcf4\ub3c4\uc5d0\uc11c\ub294 \uc678\uad6d\uc778 \uc790\uae08\uc774 \uc0bc\uc131\uc804\uc790\uc640 000660.KS\uc5d0 \uc9d1\uc911\ub410\ub2e4\ub294 \ub0b4\uc6a9, 000660.KS\uc758 \uc7a5\uc911 \uc0ac\uc0c1 \ucd5c\uace0\uac00 \uacbd\uc2e0, \uc678\uad6d\uc778 \ubcf4\uc720\uc728 \uc0c1\uc2b9\uc774 \ubc18\ubcf5\uc801\uc73c\ub85c \ub4f1\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub274\uc2a4 \ud750\ub984\uc774 \u201c\uc5c5\ud669 \ud68c\ubcf5 \uae30\ub300\u201d\uc5d0\uc11c \u201c\uc2e4\uc81c \uc790\uae08 \uc720\uc785\uacfc \uc8fc\uac00 \uc2e0\uace0\uac00\u201d\ub85c \uc774\ub3d9\ud588\ub2e4\ub294 \uc810\uc5d0\uc11c \uc11c\uc0ac\uc758 \uac15\ub3c4\uac00 \ub192\uc544\uc9c4 \uc2e0\ud638\uc785\ub2c8\ub2e4.\n\n\ub0b4\ub7ec\ud2f0\ube0c \uc9d1\uc911\ub3c4\ub294 \ub192\uc740 \ud3b8\uc785\ub2c8\ub2e4. \ub300\ubd80\ubd84\uc758 \uae0d\uc815 \ubcf4\ub3c4\ub294 AI \ubc18\ub3c4\uccb4, HBM, \uba54\ubaa8\ub9ac \uac00\uaca9, \uc678\uad6d\uc778 \uc21c\ub9e4\uc218, \ucf54\uc2a4\ud53c \uac15\uc138\uc7a5\uc774\ub77c\ub294 \uba87 \uac00\uc9c0 \uc8fc\uc81c\ub85c \uc218\ub834\ud569\ub2c8\ub2e4. \uc774\ub7f0 \uc9d1\uc911\uc740 \ub2e8\uae30 \uc8fc\uac00 \ubaa8\uba58\ud140\uc5d0\ub294 \uc720\ub9ac\ud558\uc9c0\ub9cc, \uac19\uc740 \uc11c\uc0ac\uac00 \uacfc\ub3c4\ud558\uac8c \uac00\uaca9\uc5d0 \ubc18\uc601\ub420 \uacbd\uc6b0 \uc2e4\uc801 \ubc1c\ud45c\ub098 \uac00\uaca9 \uc9c0\ud45c\uac00 \uae30\ub300\uc5d0 \ubbf8\uce58\uc9c0 \ubabb\ud560 \ub54c \ubcc0\ub3d9\uc131\uc774 \ucee4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \u201c\uc288\ud37c \uc0ac\uc774\ud074\u201d, \u201c\ubd88\ub9c8\ucf13\ub860\u201d, \u201c\ucf54\uc2a4\ud53c 9000\u201d \uac19\uc740 \ud45c\ud604\uc774 \ub4f1\uc7a5\ud558\ub294 \uac83\uc740 \ub300\uc911\uc801 \ub099\uad00\uc774 \ube60\ub974\uac8c \ud655\uc0b0\ub418\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.\n\n\uac1c\uc120\ub418\ub294 \ubd80\ubd84\uc740 \uc138 \uac00\uc9c0\uc785\ub2c8\ub2e4. \uccab\uc9f8, AI \uc778\ud504\ub77c \uc218\uc694\uac00 \uba54\ubaa8\ub9ac \uacf5\uae09 \ubd80\uc871\uacfc \uac00\uaca9 \uc0c1\uc2b9\uc744 \ub9cc\ub4e4\uace0 \uc788\ub2e4\ub294 \uc778\uc2dd\uc774 \uac15\ud574\uc84c\uc2b5\ub2c8\ub2e4. \ub458\uc9f8, 000660.KS\uac00 HBM \uc218\ud61c\uc758 \ud575\uc2ec \uc885\ubaa9\uc73c\ub85c \uacc4\uc18d \ubd80\uac01\ub418\uba70 \uc0bc\uc131\uc804\uc790\ubcf4\ub2e4 \ub354 \ubbfc\uac10\ud558\uac8c \uc6c0\uc9c1\uc774\ub294 \uace0\ubca0\ud0c0 \uba54\ubaa8\ub9ac \ub300\ud45c\uc8fc\ub85c \uc778\uc2dd\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc14b\uc9f8, \uc678\uad6d\uc778 \uc218\uae09\uc774 \ud68c\ubcf5\ub418\uba70 \ub2e8\uc21c \uac1c\uc778 \ud22c\uc790\uc790 \uae30\ub300\uac00 \uc544\ub2c8\ub77c \uae30\uad00\u00b7\uc678\uad6d\uc778 \uc790\uae08 \ud750\ub984\uae4c\uc9c0 \ub3d9\ubc18\ub418\ub294 \ubaa8\uc2b5\uc785\ub2c8\ub2e4.\n\n\uc545\ud654\ub418\uac70\ub098 \uc8fc\uc758\ud560 \ubd80\ubd84\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. 2026-04-11 \ubcf4\ub3c4\uc5d0\uc11c \ubbf8\uad6d \uad6d\uc81c\ubb34\uc5ed\uc704\uc6d0\ud68c\uc758 \ud2b9\uc815 \uba54\ubaa8\ub9ac \uce69 \ud2b9\ud5c8 \uce68\ud574 \uc870\uc0ac \uc774\uc288\uac00 \uc5b8\uae09\ub410\uace0, ASML \uad00\ub828 \ubcf4\ub3c4\uc5d0\uc11c\ub294 \ub300\uc911\uad6d \uc7a5\ube44 \uc218\ucd9c \ud1b5\uc81c\uc640 \uc9c0\uc815\ud559\uc801 \ub9c8\ucc30\uc774 \ubc18\ub3c4\uccb4 \ubc38\ub958\uccb4\uc778 \uc804\uccb4\uc758 \uc7a1\uc74c\uc73c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c ASML\uc758 \ud638\uc2e4\uc801 \uc774\ud6c4 \uc8fc\uac00\uac00 \ud558\ub77d\ud588\ub2e4\ub294 \ubcf4\ub3c4\ub294 \ubc18\ub3c4\uccb4 \uc5c5\uc885 \uc804\ubc18\uc5d0\uc11c \u201c\uc88b\uc740 \ub274\uc2a4\uac00 \uc774\ubbf8 \uac00\uaca9\uc5d0 \ubc18\uc601\ub410\ub294\uac00\u201d\ub77c\ub294 \uc758\ubb38\uc774 \uc0dd\uae38 \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.\n\n\uac70\ub798 \uad00\uc810\uc5d0\uc11c 000660.KS\uc758 \uacf5\uacf5 \uc815\uc11c\ub294 \uac15\ud55c \uc0c1\uc2b9 \ubaa8\uba58\ud140\uc744 \uc9c0\uc9c0\ud569\ub2c8\ub2e4. \uc678\uad6d\uc778 \uc21c\ub9e4\uc218 \uc9d1\uc911, \uc2e0\uace0\uac00 \uacbd\uc2e0, \uc774\uc775 \uc804\ub9dd \uc0c1\ud5a5\uc740 \ucd94\uc138 \ucd94\uc885 \ud22c\uc790\uc790\uc5d0\uac8c \uc6b0\ud638\uc801\uc785\ub2c8\ub2e4. \ub2e4\ub9cc \ud604\uc7ac \uc11c\uc0ac\ub294 \uc9c0\ub098\uce58\uac8c AI\u00b7HBM\u00b7\uc288\ud37c\uc0ac\uc774\ud074\uc5d0 \uc9d1\uc911\ub3fc \uc788\uc5b4 \uae30\ub300\uce58\uac00 \ub9e4\uc6b0 \ub192\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \uae0d\uc815 \ud750\ub984\uc774 \uc720\uc9c0\ub420 \uac00\ub2a5\uc131\uc774 \ud06c\uc9c0\ub9cc, \uc2e4\uc801 \ubc1c\ud45c \uc804\ud6c4\uc5d0\ub294 \u201c\uae30\ub300 \ucda9\uc871 \uc5ec\ubd80\u201d\uac00 \ud575\uc2ec \ubcc0\uc218\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2e0\uaddc \uc9c4\uc785\uc740 \ucd94\uaca9 \ub9e4\uc218\ubcf4\ub2e4 \ubcc0\ub3d9\uc131 \uc870\uc815 \uad6c\uac04\uc744 \ud65c\uc6a9\ud558\ub294 \uc811\uadfc\uc774 \ub354 \ud569\ub9ac\uc801\uc774\uba70, \ubcf4\uc720\uc790\ub294 \uc678\uad6d\uc778 \uc218\uae09\uacfc \uba54\ubaa8\ub9ac \uac00\uaca9 \uc804\ub9dd\uc758 \ud6fc\uc190 \uc5ec\ubd80\ub97c \uc6b0\uc120 \ud655\uc778\ud574\uc57c \ud569\ub2c8\ub2e4.\n\n| \uc2e0\ud638 | \uadfc\uac70 | \ud574\uc11d | \uc2e0\ub8b0\ub3c4 |\n|---|---|---|---|\n| \uc815\uc11c \ubc29\ud5a5 | 2026-04-08 000660.KS \uc7a5\uc911 15% \uae09\ub4f1, \uc0bc\uc131\uc804\uc790 \uc2e4\uc801 \uc11c\ud504\ub77c\uc774\uc988 \ud655\uc0b0 | \uac15\ud55c \uae0d\uc815 | \ub192\uc74c |\n| \ud575\uc2ec \ub3d9\uc778 | AI \uc778\ud504\ub77c \uc218\uc694, DRAM\u00b7NAND \uac00\uaca9 \uc0c1\uc2b9, HBM \uae30\ub300 | \uc774\uc775 \ucd94\uc815\uce58 \uc0c1\ud5a5 \uc555\ub825 | \ub192\uc74c |\n| \uc218\uae09 | 2026-04-16 \uc678\uad6d\uc778 \uc21c\ub9e4\uc218 \uc9d1\uc911, \uc678\uad6d\uc778 \ubcf4\uc720\uc728 56.42% \ubcf4\ub3c4 | \uae30\uad00\uc131 \ub9e4\uc218 \uc11c\uc0ac \uac15\ud654 | \uc911\uac04 |\n| \ub0b4\ub7ec\ud2f0\ube0c \uc9d1\uc911 | \u201c\uc288\ud37c \uc0ac\uc774\ud074\u201d, \u201c\ubd88\ub9c8\ucf13\ub860\u201d, \u201c\ucf54\uc2a4\ud53c 9000\u201d \ubcf4\ub3c4 \ubc18\ubcf5 | \ub099\uad00 \uacfc\uc5f4 \uac00\ub2a5\uc131 | \uc911\uac04 |\n| \uc704\ud5d8 \uc694\uc778 | \ubbf8\uad6d ITC \ud2b9\ud5c8 \uc870\uc0ac, \uc218\ucd9c \ud1b5\uc81c, \uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c | \uae0d\uc815 \uc11c\uc0ac\ub97c \ud754\ub4e4 \uc218 \uc788\ub294 \uc774\ubca4\ud2b8 \uc704\ud5d8 | \uc911\uac04 |\n| \uac70\ub798 \ud568\uc758 | \uc2e0\uace0\uac00\uc640 \ucd94\uc815\uce58 \uc0c1\ud5a5\uc774 \ubaa8\uba58\ud140 \uc9c0\uc9c0 | \ubcf4\uc720 \uc6b0\ud638, \uc2e0\uaddc \uc9c4\uc785\uc740 \uc870\uc815 \ud65c\uc6a9 \uc120\ud638 | \uc911\uac04 |",
    "news_report": "## 000660.KS \ub274\uc2a4\u00b7\uc774\ubca4\ud2b8 \uc810\uac80 \ubcf4\uace0\uc11c\n\n\ubd84\uc11d \uae30\uc900\uc77c\uc740 2026-04-16\uc774\uba70, \ucd5c\uadfc 7\uc77c \uc790\ub8cc \uae30\uc900\uc73c\ub85c 000660.KS\ub294 AI \ubc18\ub3c4\uccb4 \uc218\uc694, \uc678\uad6d\uc778 \uc218\uae09, \ucf54\uc2a4\ud53c \uac15\uc138, \uc2e0\uaddc \ud339 \uc7a5\ube44 \ubc18\uc785, IR \uc77c\uc815\uc774 \ud575\uc2ec \ubcc0\uc218\ub85c \ud655\uc778\ub429\ub2c8\ub2e4. \uac70\uc2dc \ub274\uc2a4 \ub3c4\uad6c \uacb0\uacfc\ub294 \ud55c\uad6d \uc2dc\uc7a5 \uad00\ub828\uc131\uc774 \ub0ae\uc740 \ud574\uc678 \uac1c\ubcc4 \uc885\ubaa9 \ub274\uc2a4\uac00 \ub300\ubd80\ubd84\uc774\uc5b4\uc11c, \uc2dc\uc7a5 \ub9e5\ub77d\uc740 \ud68c\uc0ac \ub274\uc2a4\uc5d0 \ud3ec\ud568\ub41c \uad6d\ub0b4 \uc99d\uc2dc\u00b7\uc218\uae09 \ubcf4\ub3c4\ub97c \uc911\uc2ec\uc73c\ub85c \ud574\uc11d\ud588\uc2b5\ub2c8\ub2e4.\n\n### 1. AI\u00b7\ubc18\ub3c4\uccb4 \uae30\ub300\uc5d0 \ub530\ub978 \uc8fc\uac00 \uc2e0\uace0\uac00 \uacbd\uc2e0\n\n- \uc0ac\uac74 \uc720\ud615: \uc8fc\uac00\u00b7\uc5c5\ud669 \ubaa8\uba58\ud140\n- \ucd9c\ucc98: Naver News, \uc870\uc120\uc77c\ubcf4\u00b7\uc911\uc559\uc77c\ubcf4\u00b7\uacbd\uc0c1\uc77c\ubcf4 \ub4f1 2026-04-16 \ubcf4\ub3c4\n- \ub0b4\uc6a9: 000660.KS\ub294 2026-04-16 \ubcf4\ub3c4 \uae30\uc900 \uc804\uc77c \ub300\ube44 \uc57d 2.99% \uc0c1\uc2b9\ud574 1,136,000\uc6d0\uc5d0 \ub9c8\uac10\ud588\uace0, \uc7a5\uc911 1,173,000\uc6d0 \ub610\ub294 1,175,000\uc6d0 \uc218\uc900\uae4c\uc9c0 \uc624\ub974\uba70 \uc0ac\uc0c1 \ucd5c\uace0\uac00\ub97c \uacbd\uc2e0\ud55c \uac83\uc73c\ub85c \ubcf4\ub3c4\ub410\uc2b5\ub2c8\ub2e4.\n- \uc65c \uc911\uc694\ud55c\uac00: \ub2e8\uc21c\ud55c \ub2e8\uae30 \ubc18\ub4f1\uc774 \uc544\ub2c8\ub77c AI \ubc18\ub3c4\uccb4 \uc218\uc694\uc640 HBM \uc911\uc2ec\uc758 \uc2e4\uc801 \uae30\ub300\uac00 \uc8fc\uac00 \uc7ac\ud3c9\uac00\ub85c \uc774\uc5b4\uc9c0\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.\n- \uc0c1\uc2b9 \uc694\uc778: AI \uc778\ud504\ub77c \ud22c\uc790 \ud655\ub300\uc640 HBM \uc218\uc694 \uac15\uc138\uac00 \uc2e4\uc801 \uc804\ub9dd \uc0c1\ud5a5\uc73c\ub85c \uc5f0\uacb0\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n- \ud558\ub77d \uc694\uc778: \uc2e0\uace0\uac00 \uad6c\uac04\uc5d0\uc11c\ub294 \ubc38\ub958\uc5d0\uc774\uc158 \ubd80\ub2f4\uacfc \ub2e8\uae30 \ucc28\uc775\uc2e4\ud604 \uc555\ub825\uc774 \ucee4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n- \uc2e0\ub8b0\ub3c4: \ub192\uc74c\n\n### 2. \uc678\uad6d\uc778 \uc790\uae08\uc774 \uc0bc\uc131\uc804\uc790\u00b7000660.KS\uc5d0 \uc9d1\uc911\n\n- \uc0ac\uac74 \uc720\ud615: \uc218\uae09\n- \ucd9c\ucc98: Naver News, \uc870\uc120\uc77c\ubcf4 \ubc0f \ub354\ud398\uc5b4 2026-04-16 \ubcf4\ub3c4\n- \ub0b4\uc6a9: \uc678\uad6d\uc778\uc740 4\uc6d4 \ub4e4\uc5b4 \ud55c\uad6d \ucc44\uad8c\u00b7\uc8fc\uc2dd\uc744 \uc57d 8\uc870\uc6d0 \uc21c\ub9e4\uc218\ud588\uace0, \ucf54\uc2a4\ud53c\uc5d0\uc11c\ub294 5\uc870\uc6d0 \uc774\uc0c1 \uc21c\ub9e4\uc218\ud55c \uac83\uc73c\ub85c \ubcf4\ub3c4\ub410\uc2b5\ub2c8\ub2e4. \uc774 \uc911 \uc0bc\uc131\uc804\uc790\uc640 000660.KS\uc5d0 \uc804\uccb4 \uc21c\ub9e4\uc218\uc758 \uc57d 90%\uac00 \uc9d1\uc911\ub410\ub2e4\ub294 \ubcf4\ub3c4\ub3c4 \ud655\uc778\ub429\ub2c8\ub2e4. 000660.KS\uc758 \uc678\uad6d\uc778 \ubcf4\uc720\uc728\uc740 \uc804\uc7a5 \ub300\ube44 0.15%p \uc0c1\uc2b9\ud55c 56.42%\ub85c \ubcf4\ub3c4\ub410\uc2b5\ub2c8\ub2e4.\n- \uc65c \uc911\uc694\ud55c\uac00: \ub300\ud615 \ubc18\ub3c4\uccb4\uc8fc\uc5d0 \ub300\ud55c \uc678\uad6d\uc778 \ub9e4\uc218\ub294 \uc8fc\uac00 \ucd94\uc138\uc640 \uc2dc\uc7a5 \uc8fc\ub3c4\uc8fc \uc9c0\uc704\ub97c \uac15\ud654\ud558\ub294 \ud575\uc2ec \uc218\uae09 \ubcc0\uc218\uc785\ub2c8\ub2e4.\n- \uc0c1\uc2b9 \uc694\uc778: \uc678\uad6d\uc778 \ube44\uc911 \ud655\ub300\ub294 \ucd94\uac00\uc801\uc778 \ud328\uc2dc\ube0c\u00b7\uc561\ud2f0\ube0c \uc790\uae08 \uc720\uc785 \uae30\ub300\ub97c \ub192\uc785\ub2c8\ub2e4.\n- \ud558\ub77d \uc694\uc778: \uc678\uad6d\uc778 \uc218\uae09 \uc758\uc874\ub3c4\uac00 \ucee4\uc9c8\uc218\ub85d \ud658\uc728, \uae00\ub85c\ubc8c \uc704\ud5d8 \uc120\ud638, \ubc18\ub3c4\uccb4 \uc5c5\ud669 \uae30\ub300 \ubcc0\ud654\uc5d0 \uc8fc\uac00\uac00 \ubbfc\uac10\ud574\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n- \uc2e0\ub8b0\ub3c4: \ub192\uc74c\n\n### 3. ASML \ud55c\uad6d EUV \uc7a5\ube44 \ubc18\uc785\uacfc \uc2e0\uaddc \ud339 \uac00\ub3d9 \uae30\ub300\n\n- \uc0ac\uac74 \uc720\ud615: \uc124\ube44\ud22c\uc790\u00b7\uacf5\uae09\ub2a5\ub825\n- \ucd9c\ucc98: Naver News, \uc804\uc790\uc2e0\ubb38 2026-04-16 \ubcf4\ub3c4\n- \ub0b4\uc6a9: ASML\uc758 2026\ub144 1\ubd84\uae30 \ud55c\uad6d EUV \ubc18\uc785\uc774 \uc9d1\uc911\ub410\uace0, \uc0bc\uc131\uc804\uc790\uc640 000660.KS\uc758 \uc2e0\uaddc \ud339 \uac00\ub3d9\uc774 \uc784\ubc15\ud588\ub2e4\ub294 \ubcf4\ub3c4\uac00 \uc788\uc5c8\uc2b5\ub2c8\ub2e4.\n- \uc65c \uc911\uc694\ud55c\uac00: EUV \uc7a5\ube44 \ubc18\uc785\uc740 \ucca8\ub2e8 \uacf5\uc815 \ud22c\uc790\uc640 \uc0dd\uc0b0\ub2a5\ub825 \ud655\ub300\ub97c \uac00\ub2a0\ud558\ub294 \uc2e0\ud638\uc785\ub2c8\ub2e4. \uba54\ubaa8\ub9ac\u00b7AI \ubc18\ub3c4\uccb4 \uacbd\uc7c1\ub825 \uc720\uc9c0\uc5d0 \ud544\uc694\ud55c \uc911\uc7a5\uae30 \uc124\ube44 \uae30\ubc18\uacfc \uc5f0\uacb0\ub429\ub2c8\ub2e4.\n- \uc0c1\uc2b9 \uc694\uc778: \uace0\ubd80\uac00 \uc81c\ud488 \uacf5\uae09 \ud655\ub300\uc640 \uae30\uc220 \uacbd\uc7c1\ub825 \uac15\ud654 \uae30\ub300\uac00 \ucee4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n- \ud558\ub77d \uc694\uc778: \ub300\uaddc\ubaa8 \uc124\ube44\ud22c\uc790\ub294 \uac10\uac00\uc0c1\uac01\ube44\uc640 \uace0\uc815\ube44 \ubd80\ub2f4\uc744 \ub192\uc77c \uc218 \uc788\uc73c\uba70, \uc218\uc694 \ub454\ud654 \uc2dc \uacf5\uae09 \uacfc\uc789 \uc6b0\ub824\ub85c \ubc14\ub014 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n- \uc2e0\ub8b0\ub3c4: \uc911\uac04\n\n### 4. \uad6d\ub0b4 \ub300\ud615 \ubc18\ub3c4\uccb4\uc8fc \uc911\uc2ec\uc758 \uc0c1\ubc18\uae30 \uc120\ud638 \uc9c0\uc18d\n\n- \uc0ac\uac74 \uc720\ud615: \ud22c\uc790\uc804\ub7b5\u00b7\uc139\ud130 \ub85c\ud14c\uc774\uc158\n- \ucd9c\ucc98: Naver News, \uc870\uc120\uc77c\ubcf4 2026-04-16 \ubcf4\ub3c4\n- \ub0b4\uc6a9: \uc0c1\ubc18\uae30\uc5d0\ub294 \uc0bc\uc131\uc804\uc790\u00b7000660.KS \uac19\uc740 \ub300\ud615 \ubc18\ub3c4\uccb4 \uc6b0\ub7c9\uc8fc\uac00 \uc2e4\uc801 \uae30\ub300\uc5d0 \ud798\uc785\uc5b4 \uc591\ud638\ud55c \uc218\uc775\ub960\uc744 \ub0bc \uc218 \uc788\ub2e4\ub294 \uc99d\uad8c\uac00 \uc758\uacac\uc774 \ubcf4\ub3c4\ub410\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc \ud558\ubc18\uae30\uc5d0\ub294 \uc815\ubd80\uc758 \uc0dd\uc0b0\uc801 \uae08\uc735 \uc815\ucc45\uc5d0 \ub530\ub77c \ucf54\uc2a4\ub2e5 AI\u00b7\ubc14\uc774\uc624\u00b7\ubc29\uc0b0 \ub4f1\uc73c\ub85c \uad00\uc2ec\uc774 \uc774\ub3d9\ud560 \uc218 \uc788\ub2e4\ub294 \uc804\ub9dd\ub3c4 \ud568\uaed8 \uc81c\uc2dc\ub410\uc2b5\ub2c8\ub2e4.\n- \uc65c \uc911\uc694\ud55c\uac00: 000660.KS\uac00 \ub2e8\uae30 \uc2dc\uc7a5 \uc8fc\ub3c4\uc8fc\ub85c \ud3c9\uac00\ubc1b\uace0 \uc788\uc73c\ub098, \ud558\ubc18\uae30\uc5d0\ub294 \uc790\uae08 \ud750\ub984\uc774 \ub2e4\ub978 \uc131\uc7a5 \uc5c5\uc885\uc73c\ub85c \ubd84\uc0b0\ub420 \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4.\n- \uc0c1\uc2b9 \uc694\uc778: \uc0c1\ubc18\uae30 \uc2e4\uc801 \uae30\ub300\uac00 \uc720\uc9c0\ub418\ub294 \ub3d9\uc548 \ub300\ud615 \ubc18\ub3c4\uccb4\uc8fc \uc120\ud638\uac00 \uc774\uc5b4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n- \ud558\ub77d \uc694\uc778: \uc815\ucc45 \uae30\ub300\ub098 \uc131\uc7a5\uc8fc \uc21c\ud658\ub9e4\uac00 \uac15\ud574\uc9c0\uba74 000660.KS\uc758 \uc0c1\ub300 \uc218\uc775\ub960\uc774 \ub454\ud654\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n- \uc2e0\ub8b0\ub3c4: \uc911\uac04\n\n### 5. 2026-04-09 \uae30\uc5c5\uc124\uba85\ud68c(IR) \uac1c\ucd5c \uacf5\uc2dc\n\n- \uc0ac\uac74 \uc720\ud615: \uacf5\uc2dc\u00b7\ud22c\uc790\uc790 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\n- \ucd9c\ucc98: OpenDART, 2026-04-09, \uc811\uc218\ubc88\ud638 20260409800781\n- \ub0b4\uc6a9: 000660.KS\ub294 2026-04-09 \uae30\uc5c5\uc124\uba85\ud68c(IR) \uac1c\ucd5c \uc548\ub0b4\uacf5\uc2dc\ub97c \uc81c\ucd9c\ud588\uc2b5\ub2c8\ub2e4.\n- \uc65c \uc911\uc694\ud55c\uac00: IR\uc740 \uc2e4\uc801 \uc804\ub9dd, \uc5c5\ud669, \ud22c\uc790 \uacc4\ud68d, \uc8fc\uc8fc \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uce21\uba74\uc5d0\uc11c \uc2dc\uc7a5 \uae30\ub300\ub97c \uc870\uc815\ud558\ub294 \uacc4\uae30\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n- \uc0c1\uc2b9 \uc694\uc778: HBM, AI \uba54\ubaa8\ub9ac, \uc124\ube44\ud22c\uc790, \uc218\uc775\uc131\uc5d0 \ub300\ud55c \uae0d\uc815\uc801 \uba54\uc2dc\uc9c0\uac00 \ud655\uc778\ub418\uba74 \ud22c\uc790\uc2ec\ub9ac\ub97c \uac15\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n- \ud558\ub77d \uc694\uc778: \ubcf4\uc218\uc801\uc778 \uac00\uc774\ub358\uc2a4\ub098 \ud22c\uc790\ube44 \ubd80\ub2f4 \uad00\ub828 \uc5b8\uae09\uc774 \ub098\uc624\uba74 \uae30\ub300 \uc870\uc815\uc774 \ubc1c\uc0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n- \uc2e0\ub8b0\ub3c4: \ub192\uc74c\n\n| \uad6c\ubd84 | \ub0a0\uc9dc | \ucd9c\ucc98 | \ud575\uc2ec \uc99d\uac70 | 000660.KS \uc601\ud5a5 | \uc2e0\ub8b0\ub3c4 |\n|---|---:|---|---|---|---|\n| \uc8fc\uac00\u00b7\uc5c5\ud669 | 2026-04-16 | Naver News | \uc7a5\uc911 \uc0ac\uc0c1 \ucd5c\uace0\uac00 \uacbd\uc2e0, 1,136,000\uc6d0 \ub9c8\uac10 \ubcf4\ub3c4 | AI\u00b7HBM \uae30\ub300 \uac15\ud654 | \ub192\uc74c |\n| \uc218\uae09 | 2026-04-16 | Naver News | \uc678\uad6d\uc778 \uc21c\ub9e4\uc218 \uc9d1\uc911, \uc678\uad6d\uc778 \ubcf4\uc720\uc728 56.42% \ubcf4\ub3c4 | \uc218\uae09\uc0c1 \uc6b0\ud638\uc801 | \ub192\uc74c |\n| \uc124\ube44\ud22c\uc790 | 2026-04-16 | \uc804\uc790\uc2e0\ubb38 | ASML EUV \ud55c\uad6d \ubc18\uc785 \ubc0f \uc2e0\uaddc \ud339 \uac00\ub3d9 \uc784\ubc15 \ubcf4\ub3c4 | \uc911\uc7a5\uae30 \uc0dd\uc0b0\ub2a5\ub825 \uae30\ub300 | \uc911\uac04 |\n| \ud22c\uc790\uc804\ub7b5 | 2026-04-16 | \uc870\uc120\uc77c\ubcf4 | \uc0c1\ubc18\uae30 \ub300\ud615 \ubc18\ub3c4\uccb4\uc8fc \uc120\ud638, \ud558\ubc18\uae30 \uc131\uc7a5\uc8fc \uc21c\ud658 \uac00\ub2a5\uc131 | \ub2e8\uae30 \uc6b0\ud638\u00b7\uc911\uae30 \uc21c\ud658\ub9e4 \uc704\ud5d8 | \uc911\uac04 |\n| \uacf5\uc2dc | 2026-04-09 | OpenDART | \uae30\uc5c5\uc124\uba85\ud68c(IR) \uac1c\ucd5c \uc548\ub0b4\uacf5\uc2dc | \uae30\ub300 \uc870\uc815 \uc774\ubca4\ud2b8 | \ub192\uc74c |\n\n\uc885\ud569\ud558\uba74 000660.KS\uc758 \ucd5c\uadfc \ub274\uc2a4 \ud750\ub984\uc740 \uba85\ud655\ud788 \uae0d\uc815\uc801\uc785\ub2c8\ub2e4. \ub2e4\ub9cc \uc8fc\uac00\uac00 \uc2e0\uace0\uac00 \uad6c\uac04\uc5d0 \uc9c4\uc785\ud588\uace0 \uc678\uad6d\uc778 \uc218\uae09 \uc9d1\uc911\ub3c4\uac00 \ub192\uc544\uc9c4 \ub9cc\ud07c, \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \ucc28\uc775\uc2e4\ud604\uacfc \uae30\ub300\uce58 \ubd80\ub2f4\uc744 \ud568\uaed8 \uc810\uac80\ud574\uc57c \ud569\ub2c8\ub2e4.",
    "fundamentals_report": "**000660.KS \uae30\ubcf8\uc801 \ubd84\uc11d \ubcf4\uace0\uc11c**\n\n000660.KS\ub294 2025\ub144 \ub9d0 \uae30\uc900 \uba54\ubaa8\ub9ac \uc5c5\ud669 \ud68c\ubcf5\uacfc \uace0\ubd80\uac00 \uc81c\ud488 \uc218\uc694 \ud655\ub300\uac00 \uc2e4\uc801\uc5d0 \uac15\ud558\uac8c \ubc18\uc601\ub41c \uc0c1\ud0dc\uc785\ub2c8\ub2e4. \uc2dc\uac00\ucd1d\uc561\uc740 804625414356992, \uc120\ud589 \uc8fc\uac00\uc218\uc775\ube44\uc728\uc740 4.391329\ub85c \ud45c\uc2dc\ub418\uba70, 52\uc8fc \uace0\uc810 1173000.0\uacfc 52\uc8fc \uc800\uc810 171800.0 \uc0ac\uc774\uc5d0\uc11c \uc8fc\uac00 \ubcc0\ub3d9\uc131\uc774 \ub9e4\uc6b0 \ucef8\uc2b5\ub2c8\ub2e4. \ubca0\ud0c0 1.751\uc740 \uc5c5\ud669 \ubc0f \uc704\ud5d8\uc120\ud638 \ubcc0\ud654\uc5d0 \ubbfc\uac10\ud55c \uc885\ubaa9\uc784\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.\n\n\uc190\uc775 \uce21\uba74\uc5d0\uc11c\ub294 2025-12-31 \ubd84\uae30 \ub9e4\ucd9c 32826653000000, \uc601\uc5c5\uc774\uc775 19169574000000, \uc21c\uc774\uc775 15219783000000\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc9c1\uc804 \ubd84\uae30 2025-09-30 \ub9e4\ucd9c 24448929000000, \uc601\uc5c5\uc774\uc775 11383390000000, \uc21c\uc774\uc775 12595195000000 \ub300\ube44 \ub9e4\ucd9c\uacfc \uc601\uc5c5\uc774\uc775\uc774 \ubaa8\ub450 \ud070 \ud3ed\uc73c\ub85c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \ub9e4\ucd9c\ucd1d\uc774\uc775\uc740 22576375000000\uc73c\ub85c \ub9e4\ucd9c\ucd1d\uc774\uc775\ub960\uc774 \ub9e4\uc6b0 \ub192\uc544\uc84c\uace0, \uc601\uc5c5 \ub808\ubc84\ub9ac\uc9c0 \ud6a8\uacfc\uac00 \ub69c\ub837\ud569\ub2c8\ub2e4. \ub2e4\ub9cc 2025-12-31 \ubd84\uae30\uc5d0\ub294 \ucd1d \ube44\uacbd\uc0c1 \ud56d\ubaa9\uc774 -13878195000000\uc73c\ub85c \ud45c\uc2dc\ub418\uc5b4, \ubcf4\uace0 \uc21c\uc774\uc775\uacfc \uc815\uc0c1\ud654 \uc774\uc775 \uac04 \ucc28\uc774\ub97c \ubc18\ub4dc\uc2dc \uc810\uac80\ud574\uc57c \ud569\ub2c8\ub2e4. \uc815\uc0c1\ud654 \uc774\uc775\uc740 27205426753128.875\ub85c \ud45c\uc2dc\ub418\uc5b4 \uc77c\ud68c\uc131\u00b7\uae08\uc735 \ud56d\ubaa9\uc758 \uc601\ud5a5\uc774 \ucef8\uc2b5\ub2c8\ub2e4.\n\n\ud604\uae08\ud750\ub984\uc740 \uac15\ud569\ub2c8\ub2e4. 2025-12-31 \ubd84\uae30 \uc601\uc5c5\ud604\uae08\ud750\ub984\uc740 20861736000000, \uc790\uc720\ud604\uae08\ud750\ub984\uc740 8615980000000\uc785\ub2c8\ub2e4. 2025-09-30 \ubd84\uae30 \uc790\uc720\ud604\uae08\ud750\ub984 9064138000000\uc5d0 \uc774\uc5b4 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc \uc124\ube44\ud22c\uc790\ub294 -12245756000000\uc73c\ub85c \uc804 \ubd84\uae30 -5257411000000\ubcf4\ub2e4 \ud06c\uac8c \ud655\ub300\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac\uc640 \uc120\ub2e8 \uacf5\uc815 \ub300\uc751\uc744 \uc704\ud55c \ud22c\uc790\ub85c \ud574\uc11d\ub420 \uc218 \uc788\uc9c0\ub9cc, \uc5c5\ud669\uc774 \ub454\ud654\ub420 \uacbd\uc6b0 \ud604\uae08\ud750\ub984 \ubbfc\uac10\ub3c4\ub97c \ub192\uc774\ub294 \uc694\uc778\uc785\ub2c8\ub2e4.\n\n\uc7ac\ubb34\uc0c1\ud0dc\ub294 \uac1c\uc120\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025-12-31 \uae30\uc900 \ud604\uae08 \ubc0f \ub2e8\uae30\ud22c\uc790\ub294 35137512000000, \ucd1d\ubd80\ucc44\ub294 24757848000000, \uc21c\ucc28\uc785\uae08\uc740 7324139000000\uc785\ub2c8\ub2e4. \uc21c\ucc28\uc785\uae08\uc740 2025-09-30\uc758 13264219000000\uc5d0\uc11c \ud06c\uac8c \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4. \uc790\uae30\uc790\ubcf8\uc740 120516178000000\uc73c\ub85c \uc804 \ubd84\uae30 99985504000000\ubcf4\ub2e4 \uc99d\uac00\ud588\uace0, \uc720\ub3d9\ube44\uc728\uc740 1.858\ub85c \ub2e8\uae30 \uc720\ub3d9\uc131\uc740 \uc591\ud638\ud569\ub2c8\ub2e4. \ubd80\ucc44\ube44\uc728 20.518\uc740 \ubc18\ub3c4\uccb4 \ub300\ud615 \uc124\ube44\ud22c\uc790 \uae30\uc5c5\uce58\uace0\ub294 \ubd80\ub2f4\uc774 \ub0ae\uc740 \ud3b8\uc785\ub2c8\ub2e4.\n\n\uc6b4\uc804\uc790\ubcf8\uc5d0\uc11c\ub294 \ub9e4\ucd9c\ucc44\uad8c \uc99d\uac00\uac00 \uc8fc\uc758\uc810\uc785\ub2c8\ub2e4. 2025-12-31 \ub9e4\ucd9c\ucc44\uad8c\uc740 18199078000000\uc73c\ub85c 2025-09-30\uc758 14312462000000\uc5d0\uc11c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc7ac\uace0\ub294 14289390000000\uc73c\ub85c \uc804 \ubd84\uae30 13156389000000\ubcf4\ub2e4 \ub298\uc5c8\uc9c0\ub9cc, \ub9e4\ucd9c \uc99d\uac00 \uc18d\ub3c4\ub97c \uac10\uc548\ud558\uba74 \uc544\uc9c1 \uc2ec\uac01\ud55c \uc7ac\uace0 \ubd80\ub2f4\uc73c\ub85c \ubcf4\uae30\ub294 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc 2025-12-31 \ubd84\uae30 \uc6b4\uc804\uc790\ubcf8 \ubcc0\ud654\ub294 -2373193000000\uc73c\ub85c \ud604\uae08\ud750\ub984\uc744 \uc77c\ubd80 \uc555\ubc15\ud588\uc2b5\ub2c8\ub2e4.\n\n\uc218\uc775\uc131 \uc9c0\ud45c\ub294 \ub9e4\uc6b0 \uac15\ud569\ub2c8\ub2e4. \ucd5c\uadfc \uac1c\uc694 \uae30\uc900 \ub9e4\ucd9c 97146674085888, \uc601\uc5c5\uc774\uc775\ub960 0.58396, \uc21c\uc774\uc775\ub960 0.4418, \uc790\uae30\uc790\ubcf8\uc774\uc775\ub960 0.44144002, \ucd1d\uc790\uc0b0\uc774\uc775\ub960 0.19938\ub85c \ud45c\uc2dc\ub429\ub2c8\ub2e4. \uc774\ub294 \uba54\ubaa8\ub9ac \uac00\uaca9 \uc0c1\uc2b9, \uace0\ubd80\uac00 \uc81c\ud488 \ube44\uc911 \ud655\ub300, \uace0\uc815\ube44 \ub808\ubc84\ub9ac\uc9c0\uc758 \uc870\ud569\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \ub2e4\ub9cc \uba54\ubaa8\ub9ac \uc0b0\uc5c5\uc740 \uac00\uaca9 \uc0ac\uc774\ud074\uc774 \ube60\ub974\uac8c \ubc14\ub014 \uc218 \uc788\uc5b4 \ud604\uc7ac \uc774\uc775\ub960\uc744 \uc911\uae30 \uc815\uc0c1 \uc218\uc900\uc73c\ub85c \ub2e8\uc21c \ud658\uc0b0\ud558\ub294 \uac83\uc740 \uc704\ud5d8\ud569\ub2c8\ub2e4.\n\n\ub0b4\ubd80\uc790 \uac70\ub798 \uc790\ub8cc\ub294 \ube48 \uac1d\uccb4\ub85c \ubc18\ud658\ub418\uc5b4, \ud604\uc7ac \uc81c\uacf5\ub41c \ub370\uc774\ud130 \uc548\uc5d0\uc11c\ub294 \uc758\ubbf8 \uc788\ub294 \ub0b4\ubd80\uc790 \ub9e4\uc218\u00b7\ub9e4\ub3c4 \uc2e0\ud638\ub97c \ud655\uc778\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \ub0b4\ubd80\uc790 \ud65c\ub3d9\uc740 \ud22c\uc790 \ud310\ub2e8\uc758 \ud575\uc2ec \uadfc\uac70\ub85c \uc4f0\uae30 \uc5b4\ub835\uace0, \ud5a5\ud6c4 \uacf5\uc2dc \uc5c5\ub370\uc774\ud2b8 \uc5ec\ubd80\ub97c \ubcc4\ub3c4\ub85c \ud655\uc778\ud574\uc57c \ud569\ub2c8\ub2e4.\n\n\uc885\ud569\ud558\uba74 000660.KS\uc758 \ud575\uc2ec \uac15\uc810\uc740 \uac15\ud55c \uc774\uc775 \ubaa8\uba58\ud140, \ub192\uc740 \uc790\uc720\ud604\uae08\ud750\ub984, \uc21c\ucc28\uc785\uae08 \uac10\uc18c, \uc720\ub3d9\uc131 \uac1c\uc120\uc785\ub2c8\ub2e4. \uc8fc\uc694 \uc704\ud5d8\uc740 \ub300\uaddc\ubaa8 \uc124\ube44\ud22c\uc790 \ud655\ub300, \ube44\uacbd\uc0c1 \ud56d\ubaa9\uc5d0 \ub530\ub978 \uc774\uc775 \ud488\uc9c8 \uc810\uac80 \ud544\uc694\uc131, \uba54\ubaa8\ub9ac \uac00\uaca9 \uc0ac\uc774\ud074, \ub9e4\ucd9c\ucc44\uad8c \uc99d\uac00\uc785\ub2c8\ub2e4. \uc911\uae30 \uad00\uc810\uc5d0\uc11c\ub294 \ud488\uc9c8\uc774 \ud06c\uac8c \uac1c\uc120\ub41c \uad6d\uba74\uc774\uc9c0\ub9cc, \ud2b8\ub808\uc774\ub354\uc5d0\uac8c\ub294 \uc2e4\uc801 \uae30\ub300\uce58 \uc0c1\ud5a5\uc774 \uc774\ubbf8 \uc8fc\uac00\uc5d0 \uc0c1\ub2f9 \ubd80\ubd84 \ubc18\uc601\ub418\uc5c8\ub294\uc9c0\uc640 \ub2e4\uc74c \ubd84\uae30 \uc124\ube44\ud22c\uc790\u00b7\uac00\uaca9\u00b7\uc218\uc694 \uac00\uc774\ub358\uc2a4\uac00 \uac00\uc7a5 \uc911\uc694\ud55c \uc774\ubca4\ud2b8\uc785\ub2c8\ub2e4.\n\n| \uad6c\ubd84 | \ud575\uc2ec \ub0b4\uc6a9 | \uac70\ub798 \uad00\uc810 |\n|---|---|---|\n| \uac15\uc810 | 2025-12-31 \ubd84\uae30 \ub9e4\ucd9c 32826653000000, \uc601\uc5c5\uc774\uc775 19169574000000 | \uc2e4\uc801 \ubaa8\uba58\ud140\uc740 \uac15\ud568 |\n| \uac15\uc810 | \uc601\uc5c5\ud604\uae08\ud750\ub984 20861736000000, \uc790\uc720\ud604\uae08\ud750\ub984 8615980000000 | \ud604\uae08 \ucc3d\ucd9c\ub825 \uc6b0\uc218 |\n| \uac15\uc810 | \uc21c\ucc28\uc785\uae08 7324139000000\uc73c\ub85c \uc804 \ubd84\uae30 \ub300\ube44 \uac10\uc18c | \uc7ac\ubb34 \ubd80\ub2f4 \uc644\ud654 |\n| \uc57d\uc810 | \uc124\ube44\ud22c\uc790 -12245756000000\uc73c\ub85c \uae09\uc99d | \uc5c5\ud669 \ub454\ud654 \uc2dc \ud604\uae08\ud750\ub984 \uc555\ubc15 \uac00\ub2a5 |\n| \uc57d\uc810 | \ucd1d \ube44\uacbd\uc0c1 \ud56d\ubaa9 -13878195000000 | \ubcf4\uace0 \uc774\uc775 \ud488\uc9c8 \uc810\uac80 \ud544\uc694 |\n| \uc57d\uc810 | \ub9e4\ucd9c\ucc44\uad8c 18199078000000\uc73c\ub85c \uc99d\uac00 | \ud68c\uc218 \uc18d\ub3c4\uc640 \uace0\uac1d \uc9d1\uc911\ub3c4 \ud655\uc778 \ud544\uc694 |\n| \uad00\ucc30 \ud56d\ubaa9 | \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac \uc218\uc694\uc640 \uac00\uaca9 \ucd94\uc138 | \ub2e4\uc74c \uc2e4\uc801 \ucd94\uc815\uce58\uc758 \ud575\uc2ec \ubcc0\uc218 |\n| \uad00\ucc30 \ud56d\ubaa9 | \uc7ac\uace0 14289390000000 \ubc0f \uc6b4\uc804\uc790\ubcf8 \ubcc0\ud654 -2373193000000 | \uc0ac\uc774\ud074 \uacfc\uc5f4\u00b7\ub454\ud654 \uc2e0\ud638 \uc810\uac80 |\n| \uad00\ucc30 \ud56d\ubaa9 | \ub0b4\ubd80\uc790 \uac70\ub798 \ub370\uc774\ud130 \ubd80\uc7ac | \uacf5\uc2dc \uac31\uc2e0 \uc2dc \uc7ac\ud655\uc778 \ud544\uc694 |",
    "investment_debate_state": {
        "bull_history": "\nBull Analyst: Bull \uad00\uc810\uc5d0\uc11c \ubcf4\uba74 000660.KS\uc758 \ud575\uc2ec\uc740 \ub2e8\uc21c\ud788 \u201c\ub9ce\uc774 \uc62c\ub790\ub2e4\u201d\uac00 \uc544\ub2c8\ub77c, \uc2e4\uc801\u00b7\uc218\uae09\u00b7\uae30\uc220\uc801 \ubaa8\uba58\ud140\uc774 \ub3d9\uc2dc\uc5d0 \uac19\uc740 \ubc29\ud5a5\uc744 \uac00\ub9ac\ud0a4\uace0 \uc788\ub2e4\ub294 \uc810\uc785\ub2c8\ub2e4. \uc800\ub294 \uc774 \uc885\ubaa9\uc744 \uace0\ubcc0\ub3d9\uc131\uc740 \uc778\uc815\ud558\ub418, \uc0c1\uc2b9 \ucd94\uc138\uc758 \uc9c8\uc774 \uc5ec\uc804\ud788 \uac15\ud55c AI/HBM \uc8fc\ub3c4\uc8fc\ub85c \ubd05\ub2c8\ub2e4.\n\n\uba3c\uc800 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc785\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uc5c5\ud669 \ud68c\ubcf5\ub9cc\uc73c\ub85c\ub3c4 \ucda9\ubd84\ud788 \uae0d\uc815\uc801\uc778\ub370, \uc5ec\uae30\uc5d0 AI \uc778\ud504\ub77c \ud22c\uc790 \ud655\ub300\uc640 HBM \uc218\uc694\uac00 \uacb9\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144 12\uc6d4 \ubd84\uae30 \ub9e4\ucd9c\uc740 32.8\uc870\uc6d0, \uc601\uc5c5\uc774\uc775\uc740 19.2\uc870\uc6d0\uc73c\ub85c \uc9c1\uc804 \ubd84\uae30 \ub9e4\ucd9c 24.4\uc870\uc6d0, \uc601\uc5c5\uc774\uc775 11.4\uc870\uc6d0 \ub300\ube44 \ud070 \ud3ed\uc73c\ub85c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc774\uac74 \ub2e8\uc21c\ud55c \uae30\ub300\uac00 \uc544\ub2c8\ub77c \uc774\ubbf8 \uc190\uc775\uacc4\uc0b0\uc11c\uc5d0 \ub098\ud0c0\ub09c \uc774\uc775 \ub808\ubc84\ub9ac\uc9c0\uc785\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uac00\uaca9 \uc0c1\uc2b9\uacfc \uace0\ubd80\uac00 \uc81c\ud488 \ube44\uc911 \ud655\ub300\uac00 \ub9de\ubb3c\ub9ac\uba74, \uace0\uc815\ube44 \uc0b0\uc5c5\uc778 \ubc18\ub3c4\uccb4\uc5d0\uc11c\ub294 \ub9e4\ucd9c \uc99d\uac00\uac00 \uc774\uc775\uc73c\ub85c \ud6e8\uc52c \ud06c\uac8c \ubc88\uc9c0\ub294 \uad6c\uc870\uac00 \ub098\uc635\ub2c8\ub2e4.\n\n\ubca0\uc5b4 \ucabd\uc5d0\uc11c\ub294 \u201c\uba54\ubaa8\ub9ac \uc0ac\uc774\ud074\uc740 \uc5b8\uc81c\ub4e0 \uaebe\uc77c \uc218 \uc788\ub2e4\u201d\uace0 \ub9d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub9de\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc9c0\uae08\uc740 \uc0ac\uc774\ud074 \ucd08\uc785 \ud639\uc740 \uc911\ubc18\uc758 \uac00\uaca9\u00b7\uc218\uc694 \uac1c\uc120 \uad6c\uac04\uc5d0 \uac00\uae5d\uace0, \ud2b9\ud788 HBM\uc740 \ubc94\uc6a9 \uba54\ubaa8\ub9ac\ubcf4\ub2e4 \uad6c\uc870\uc801 \uc218\uc694 \uc131\uaca9\uc774 \uac15\ud569\ub2c8\ub2e4. AI \uc11c\ubc84, GPU, \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790 \ud655\ub300\uac00 \uacc4\uc18d\ub418\ub294 \ud55c 000660.KS\ub294 \uc77c\ubc18 DRAM \uac00\uaca9 \ubc18\ub4f1 \uc774\uc0c1\uc758 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. Korea Investment & Securities\uac00 \uc5f0\uac04 \uc601\uc5c5\uc774\uc775 \uc804\ub9dd\uc744 \ud06c\uac8c \uc0c1\ud5a5\ud588\ub2e4\ub294 \ubcf4\ub3c4 \uc5ed\uc2dc \uc2dc\uc7a5\uc774 \ub2e8\uc21c \uc5c5\ud669 \ud68c\ubcf5\uc774 \uc544\ub2c8\ub77c \uc774\uc775 \ucd94\uc815\uce58 \uc7ac\ud3c9\uac00 \uad6d\uba74\uc73c\ub85c \ubcf4\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.\n\n\uacbd\uc7c1\ub825 \uce21\uba74\uc5d0\uc11c\ub3c4 000660.KS\ub294 \uba85\ud655\ud55c \ud3ec\uc9c0\uc158\uc744 \uac16\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \ub0b4\ub7ec\ud2f0\ube0c\uac00 AI \ubc18\ub3c4\uccb4, HBM, \uace0\ubd80\uac00 \uba54\ubaa8\ub9ac\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uace0, 000660.KS\ub294 \uadf8 \uc218\ud61c\uc758 \ub300\ud45c \uc885\ubaa9\uc73c\ub85c \uc778\uc2dd\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uc694\ud55c \uac74 \uc774\uac8c \uac1c\uc778 \ud22c\uc790\uc790\ub4e4\uc758 \ud14c\ub9c8\uc131 \uad00\uc2ec\uc5d0 \uadf8\uce58\uc9c0 \uc54a\ub294\ub2e4\ub294 \uc810\uc785\ub2c8\ub2e4. \ucd5c\uadfc \ubcf4\ub3c4\uc5d0 \ub530\ub974\uba74 4\uc6d4 \ub4e4\uc5b4 \uc678\uad6d\uc778 \uc790\uae08\uc774 \ud55c\uad6d \uc8fc\uc2dd\u00b7\ucc44\uad8c\uc5d0 \uc57d 8\uc870\uc6d0 \uc720\uc785\ub410\uace0, \ucf54\uc2a4\ud53c \uc21c\ub9e4\uc218 \uc911 \uc0c1\ub2f9 \ubd80\ubd84\uc774 \uc0bc\uc131\uc804\uc790\uc640 000660.KS\uc5d0 \uc9d1\uc911\ub410\uc2b5\ub2c8\ub2e4. \uc678\uad6d\uc778 \ubcf4\uc720\uc728\ub3c4 56.42%\ub85c \uc0c1\uc2b9\ud588\ub2e4\ub294 \uc810\uc740 \uae00\ub85c\ubc8c \uc790\uae08\uc774 \uc774 \ud68c\uc0ac\ub97c \ud55c\uad6d AI \uba54\ubaa8\ub9ac \ub300\ud45c\uc8fc\ub85c \uc0ac\uace0 \uc788\ub2e4\ub294 \uc758\ubbf8\uc785\ub2c8\ub2e4.\n\n\uae30\uc220\uc801\uc73c\ub85c\ub3c4 \ubca0\uc5b4\uac00 \ub9d0\ud560 \uc218 \uc788\ub294 \u201c\uacfc\uc5f4\u201d \ub17c\ub9ac\ub97c \uc815\uba74\uc73c\ub85c \ubd10\uc57c \ud569\ub2c8\ub2e4. 2026\ub144 4\uc6d4 14\uc77c \uc885\uac00 1,103,000\uc6d0\uc740 10\uc77c EMA 993,186\uc6d0, 50\uc77c SMA 934,717\uc6d0, 200\uc77c SMA 565,999\uc6d0\uc744 \ubaa8\ub450 \ud06c\uac8c \uc0c1\ud68c\ud569\ub2c8\ub2e4. \uc7a5\uae30 \ud3c9\uade0\uacfc\uc758 \uad34\ub9ac\uac00 \ud070 \ub9cc\ud07c \ucd94\uaca9 \ub9e4\uc218 \ub9ac\uc2a4\ud06c\ub294 \ubd84\uba85 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc774\uac74 \ucd94\uc138\uac00 \uc5c6\ub2e4\ub294 \uc99d\uac70\uac00 \uc544\ub2c8\ub77c \ucd94\uc138\uac00 \ub9e4\uc6b0 \uac15\ud558\ub2e4\ub294 \uc99d\uac70\uc785\ub2c8\ub2e4. \ud2b9\ud788 3\uc6d4 31\uc77c 807,000\uc6d0 \uc800\uc810 \uc774\ud6c4 4\uc6d4 8\uc77c \ub300\ub7c9 \uac70\ub798\ub97c \ub3d9\ubc18\ud574 1,033,000\uc6d0\uae4c\uc9c0 \ubc18\ub4f1\ud588\uace0, 4\uc6d4 14\uc77c\uc5d0\ub294 \uc9c1\uc804 \uace0\uc810\uad8c\uc744 \ub3cc\ud30c\ud588\uc2b5\ub2c8\ub2e4. 4\uc6d4 16\uc77c \ubcf4\ub3c4 \uae30\uc900\uc73c\ub85c\ub294 1,136,000\uc6d0 \ub9c8\uac10 \ubc0f \uc7a5\uc911 \uc0ac\uc0c1 \ucd5c\uace0\uac00 \uacbd\uc2e0\uae4c\uc9c0 \ub098\uc654\uc2b5\ub2c8\ub2e4. \ud558\ub77d \ud6c4 \ubc18\ub4f1\uc774 \uc544\ub2c8\ub77c \uc2e0\uace0\uac00 \uc7ac\uc9c4\uc785\uc785\ub2c8\ub2e4.\n\n\ubaa8\uba58\ud140 \uc9c0\ud45c\ub3c4 \uc0c1\uc2b9 \uc7ac\uac1c\ub97c \uc9c0\uc9c0\ud569\ub2c8\ub2e4. MACD\ub294 4\uc6d4 7\uc77c -10,147.74\uc5d0\uc11c 4\uc6d4 14\uc77c 29,769.78\ub85c \uac15\ud558\uac8c \uc591\uc804\ud658\ud588\uace0, MACD \ud788\uc2a4\ud1a0\uadf8\ub7a8\ub3c4 -10,021.65\uc5d0\uc11c 18,091.71\ub85c \uac1c\uc120\ub410\uc2b5\ub2c8\ub2e4. RSI\ub294 62.49\ub85c \uacfc\ub9e4\uc218 \uae30\uc900\uc778 70\uc5d0\ub294 \uc544\uc9c1 \ubabb \ubbf8\uce69\ub2c8\ub2e4. \uc989 \uac00\uaca9\uc740 \uac15\ud558\uc9c0\ub9cc, \uc9c0\ud45c\uc0c1\uc73c\ub85c\ub294 \uc544\uc9c1 \uadf9\ub2e8\uc801 \uacfc\uc5f4\uc774\ub77c\uace0 \ub2e8\uc815\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \ubca0\uc5b4\uac00 \u201c\ub108\ubb34 \uc62c\ub790\ub2e4\u201d\uace0 \ub9d0\ud55c\ub2e4\uba74, \uc800\ub294 \u201c\uac15\ud55c \uc885\ubaa9\uc740 \uc2e0\uace0\uac00 \ubd80\uadfc\uc5d0\uc11c \ub354 \uac15\ud574\uc9c0\ub294 \uacbd\uc6b0\uac00 \ub9ce\uace0, \uc9c0\uae08\uc740 \uac70\ub798\ub7c9\uacfc \uc218\uae09\uc774 \uadf8 \uc6c0\uc9c1\uc784\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4\u201d\uace0 \ub2f5\ud558\uaca0\uc2b5\ub2c8\ub2e4.\n\n\uc7ac\ubb34 \uac74\uc804\uc131\ub3c4 \ubca0\uc5b4 \ub17c\ub9ac\ub97c \uc57d\ud654\uc2dc\ud0b5\ub2c8\ub2e4. 2025\ub144 12\uc6d4 \ubd84\uae30 \uc601\uc5c5\ud604\uae08\ud750\ub984\uc740 20.9\uc870\uc6d0, \uc790\uc720\ud604\uae08\ud750\ub984\uc740 8.6\uc870\uc6d0\uc785\ub2c8\ub2e4. \uc21c\ucc28\uc785\uae08\uc740 \uc804 \ubd84\uae30 13.3\uc870\uc6d0\uc5d0\uc11c 7.3\uc870\uc6d0\uc73c\ub85c \uc904\uc5c8\uace0, \uc720\ub3d9\ube44\uc728\uc740 1.858, \ubd80\ucc44\ube44\uc728\uc740 \uc57d 20.5% \uc218\uc900\uc785\ub2c8\ub2e4. \ub300\uaddc\ubaa8 \uc124\ube44\ud22c\uc790\uac00 \ubd80\ub2f4\uc774\ub77c\ub294 \uc9c0\uc801\uc740 \ud0c0\ub2f9\ud558\uc9c0\ub9cc, \uc9c0\uae08 \ud68c\uc0ac\ub294 \uadf8 \ud22c\uc790\ub97c \uac10\ub2f9\ud560 \ud604\uae08 \ucc3d\ucd9c\ub825\uacfc \uc7ac\ubb34 \uc5ec\ub825\uc744 \ubcf4\uc5ec\uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc624\ud788\ub824 ASML EUV \uc7a5\ube44 \ubc18\uc785\uacfc \uc2e0\uaddc \ud339 \uac00\ub3d9 \uae30\ub300\ub294 \uc911\uc7a5\uae30 \uc0dd\uc0b0\ub2a5\ub825\uacfc \uae30\uc220 \uacbd\uc7c1\ub825 \uac15\ud654\ub85c \ud574\uc11d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ubb3c\ub860 \uc800\ub294 \ub9ac\uc2a4\ud06c\ub97c \ubb34\uc2dc\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. ATR\uc774 \uc57d 65,221\uc6d0, \uc885\uac00 \ub300\ube44 \uc57d 5.9% \uc218\uc900\uc774\ub77c \ubcc0\ub3d9\uc131\uc740 \ud07d\ub2c8\ub2e4. \ud2b9\ud5c8 \uc870\uc0ac, \uc218\ucd9c \ud1b5\uc81c, \uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c, \uae30\ub300\uce58 \uacfc\uc5f4, \ucc28\uc775\uc2e4\ud604 \uac00\ub2a5\uc131\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ud22c\uc790 \ud310\ub2e8\uc5d0\uc11c \uc911\uc694\ud55c \uac74 \ub9ac\uc2a4\ud06c\uc758 \uc874\uc7ac\uac00 \uc544\ub2c8\ub77c \ubcf4\uc0c1 \ub300\ube44 \ub9ac\uc2a4\ud06c\uac00 \uac10\ub2f9 \uac00\ub2a5\ud55c\uc9c0\uc785\ub2c8\ub2e4. \ud604\uc7ac 000660.KS\ub294 \uac15\ud55c \uc2e4\uc801 \ubaa8\uba58\ud140, \ud604\uae08\ud750\ub984, \uc678\uad6d\uc778 \uc218\uae09, AI/HBM \uad6c\uc870\uc801 \uc131\uc7a5, \uc2e0\uace0\uac00 \ub3cc\ud30c\ub77c\ub294 \uc5ec\ub7ec \uae0d\uc815 \uc2e0\ud638\uac00 \ub3d9\uc2dc\uc5d0 \ud655\uc778\ub429\ub2c8\ub2e4. \uc774 \uc815\ub3c4 \uc870\ud569\uc774\uba74 \ub2e8\uae30 \ubcc0\ub3d9\uc131\uc740 \ud3ec\uc9c0\uc158 \ud06c\uae30\uc640 \uc9c4\uc785 \uac00\uaca9\uc73c\ub85c \uad00\ub9ac\ud560 \ubb38\uc81c\uc774\uc9c0, \ud22c\uc790 \uc544\uc774\ub514\uc5b4 \uc790\uccb4\ub97c \ubd80\uc815\ud560 \uc774\uc720\ub294 \uc544\ub2d9\ub2c8\ub2e4.\n\n\ub530\ub77c\uc11c \uc81c \uacb0\ub860\uc740 \uba85\ud655\ud569\ub2c8\ub2e4. 000660.KS\ub294 \ubb34\ud131\ub300\uace0 \ub530\ub77c \uc0b4 \uc885\ubaa9\uc740 \uc544\ub2c8\uc9c0\ub9cc, \uc870\uc815 \uc2dc \ub9e4\uc218\ud558\uac70\ub098 1,100,000\uc6d0\ub300 \uc548\ucc29\uc744 \ud655\uc778\ud558\uba70 \ucd94\uc138 \ucd94\uc885\ud560 \uac00\uce58\uac00 \ucda9\ubd84\ud55c \uc885\ubaa9\uc785\ub2c8\ub2e4. \ud575\uc2ec \uc9c0\uc9c0\ub300\ub294 1,030,000~1,040,000\uc6d0, \ub2e8\uae30 \ubc29\uc5b4\uc120\uc740 10\uc77c EMA \ubd80\uadfc\uc778 \uc57d 993,000\uc6d0, \uc911\uae30 \ubc29\uc5b4\uc120\uc740 934,000~935,000\uc6d0\ub300\uc785\ub2c8\ub2e4. \uc774 \uad6c\uac04\ub4e4\uc774 \uc720\uc9c0\ub418\ub294 \ud55c \ubca0\uc5b4\uc758 \u201c\uace0\uc810 \ubd80\ub2f4\u201d\ubcf4\ub2e4 bull\uc758 \u201c\uc774\uc775 \uc7ac\ud3c9\uac00\uc640 \uad6c\uc870\uc801 \uc131\uc7a5\u201d \ub17c\ub9ac\uac00 \ub354 \uac15\ud569\ub2c8\ub2e4.\n\n\uacfc\uac70 \uc720\uc0ac \uad6d\uba74\uc5d0\uc11c\uc758 \uad50\ud6c8\ub3c4 \ubc18\uc601\ud574\uc57c \ud569\ub2c8\ub2e4. \uac15\ud55c \uc0ac\uc774\ud074 \uc885\ubaa9\uc5d0\uc11c\ub294 \ub108\ubb34 \uc774\ub978 \ubc38\ub958\uc5d0\uc774\uc158 \ubd80\ub2f4\ub860\uc774 \ud070 \uae30\ud68c\ub97c \ub193\uce58\uac8c \ub9cc\ub4e4 \uc218 \uc788\uace0, \ubc18\ub300\ub85c \ubcc0\ub3d9\uc131\uc744 \ubb34\uc2dc\ud55c \ucd94\uaca9 \ub9e4\uc218\ub294 \uc88b\uc740 \uc885\ubaa9\uc5d0\uc11c\ub3c4 \uc190\uc2e4\uc744 \ud0a4\uc6b8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub798\uc11c \uc774\ubc88\uc5d0\ub294 \ubc29\ud5a5\uc131\uc5d0\ub294 \uc801\uadf9\uc801\uc73c\ub85c bullish\ud558\ub418, \uc2e4\ud589\uc740 \ubd84\ud560 \uc9c4\uc785\uacfc \ubcc0\ub3d9\uc131 \uae30\ubc18 \uc190\uc808\ub85c \uc811\uadfc\ud558\ub294 \uac83\uc774 \ub9de\uc2b5\ub2c8\ub2e4. \uacb0\ub860\uc801\uc73c\ub85c 000660.KS\ub294 \ud604\uc7ac \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \uc124\ub4dd\ub825 \uc788\ub294 AI \uba54\ubaa8\ub9ac \uc131\uc7a5\uc8fc \uc911 \ud558\ub098\uc774\uba70, \ubca0\uc5b4\uac00 \uc6b0\ub824\ud558\ub294 \ubcc0\ub3d9\uc131\uc740 \ucd94\uc138 \ud6fc\uc190\uc758 \uc99d\uac70\uac00 \uc544\ub2c8\ub77c \uac15\ud55c \uc7ac\ud3c9\uac00 \uad6d\uba74\uc5d0\uc11c \ub098\ud0c0\ub098\ub294 \uad00\ub9ac \uac00\ub2a5\ud55c \ube44\uc6a9\uc5d0 \uac00\uae5d\uc2b5\ub2c8\ub2e4.",
        "bear_history": "\nBear Analyst: Bull \ucabd \ub17c\ub9ac\ub294 \ubd84\uba85 \ub9e4\ub825\uc801\uc785\ub2c8\ub2e4. \uc2e4\uc801\uc774 \uae09\uc99d\ud588\uace0, \uc678\uad6d\uc778\uc774 \uc0ac\uace0 \uc788\uace0, \uc2e0\uace0\uac00\ub97c \ub3cc\ud30c\ud588\uace0, AI/HBM\uc774\ub77c\ub294 \uad6c\uc870\uc801 \ud14c\ub9c8\uac00 \ubd99\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \ubc14\ub85c \uadf8 \uc870\ud569 \ub54c\ubb38\uc5d0 \uc800\ub294 \uc9c0\uae08 000660.KS\ub97c \uc624\ud788\ub824 \uc870\uc2ec\ud574\uc57c \ud55c\ub2e4\uace0 \ubd05\ub2c8\ub2e4. \uc88b\uc740 \ud68c\uc0ac\uc640 \uc88b\uc740 \uc8fc\uc2dd \uc9c4\uc785\uc810\uc740 \ub2e4\ub985\ub2c8\ub2e4. \ud604\uc7ac \uac00\uaca9\uc740 \uc774\ubbf8 \u201c\uc88b\uc740 \ub274\uc2a4\uac00 \uacc4\uc18d\ub420 \uac83\u201d\uc744 \uc0c1\ub2f9\ud788 \uc120\ubc18\uc601\ud55c \uc0c1\ud0dc\uc774\uace0, \uc791\uc740 \uc2e4\ub9dd\uc5d0\ub3c4 \ud558\ub77d \ud3ed\uc774 \ucee4\uc9c8 \uc218 \uc788\ub294 \uad6c\uac04\uc785\ub2c8\ub2e4.\n\n\uba3c\uc800 \uae30\uc220\uc801 \uce21\uba74\ubd80\ud130 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. Bull\uc740 1,103,000\uc6d0\uc774 10\uc77c EMA 993,186\uc6d0, 50\uc77c SMA 934,717\uc6d0, 200\uc77c SMA 565,999\uc6d0\uc744 \ud06c\uac8c \uc6c3\ub3c4\ub294 \uac83\uc774 \uac15\ud55c \ucd94\uc138\uc758 \uc99d\uac70\ub77c\uace0 \ub9d0\ud569\ub2c8\ub2e4. \ub9de\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ubca0\uc5b4 \uad00\uc810\uc5d0\uc11c\ub294 \uc774\uac83\uc774 \ub3d9\uc2dc\uc5d0 \uacfc\ub3c4\ud55c \uad34\ub9ac\uc758 \uc99d\uac70\uc785\ub2c8\ub2e4. \ud2b9\ud788 200\uc77c\uc120 566,000\uc6d0 \ub300\ube44 4\uc6d4 14\uc77c \uc885\uac00 1,103,000\uc6d0\uc740 \uac70\uc758 \ub450 \ubc30 \uc218\uc900\uc785\ub2c8\ub2e4. \uc7a5\uae30 \ucd94\uc138\uac00 \uac15\ud558\ub2e4\ub294 \ub9d0\uc740 \ud2c0\ub9ac\uc9c0 \uc54a\uc9c0\ub9cc, \uc774 \uc815\ub3c4 \uad34\ub9ac\uc5d0\uc11c\ub294 \uc2e0\uaddc \ud22c\uc790\uc790\uc758 \uc190\uc775\ube44\uac00 \uae09\uaca9\ud788 \ub098\ube60\uc9d1\ub2c8\ub2e4. 3\uc6d4 31\uc77c 807,000\uc6d0\uc5d0\uc11c 4\uc6d4 16\uc77c \ubcf4\ub3c4 \uae30\uc900 1,136,000\uc6d0\uae4c\uc9c0 \ubd88\uacfc \ubcf4\ub984 \ub0a8\uc9d3\ud55c \uae30\uac04\uc5d0 \uae09\ub4f1\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7f0 \uc0c1\uc2b9\uc740 \ucd94\uc138 \ucd94\uc885\uc790\uc5d0\uac8c\ub294 \ub9e4\ub825\uc801\uc77c \uc218 \uc788\uc9c0\ub9cc, \ub9ac\uc2a4\ud06c \uad00\ub9ac\uc790\uc5d0\uac8c\ub294 \ucc28\uc775\uc2e4\ud604\uacfc \ubcc0\ub3d9\uc131 \ud3ed\ubc1c\uc744 \uba3c\uc800 \ubd10\uc57c \ud558\ub294 \uc2e0\ud638\uc785\ub2c8\ub2e4.\n\nATR\ub3c4 \uac00\ubccd\uac8c \ub118\uae38 \ubb38\uc81c\uac00 \uc544\ub2d9\ub2c8\ub2e4. 4\uc6d4 14\uc77c \uae30\uc900 ATR\uc740 65,221\uc6d0, \uc885\uac00 \ub300\ube44 \uc57d 5.9%\uc785\ub2c8\ub2e4. Bull\uc740 \uc774\ub97c \u201c\uad00\ub9ac \uac00\ub2a5\ud55c \ube44\uc6a9\u201d\uc774\ub77c\uace0 \ud45c\ud604\ud558\uc9c0\ub9cc, \uc2e4\uc81c \ud22c\uc790\uc790 \uc785\uc7a5\uc5d0\uc11c\ub294 \ud558\ub8e8\uc5d0 5~6% \ud754\ub4e4\ub9ac\ub294 \uc885\ubaa9\uc744 \uc2e0\uace0\uac00 \ubd80\uadfc\uc5d0\uc11c \ub530\ub77c \uc0ac\ub294 \uac83\uc785\ub2c8\ub2e4. \uac8c\ub2e4\uac00 \ud575\uc2ec \uc9c0\uc9c0\ub300\ub85c \uc81c\uc2dc\ub41c 1,030,000~1,040,000\uc6d0\uc740 4\uc6d4 16\uc77c \ubcf4\ub3c4 \uc885\uac00 1,136,000\uc6d0 \uae30\uc900\uc73c\ub85c \uc774\ubbf8 \uc57d 8~9% \uc544\ub798\uc785\ub2c8\ub2e4. \ub2e8\uae30 \ubc29\uc5b4\uc120\uc778 993,000\uc6d0\uae4c\uc9c0\ub294 \uc57d 13% \ud558\ub77d \uc5ec\uc9c0\uac00 \uc788\uace0, 50\uc77c\uc120\u00b7VWMA \ubd80\uadfc\uc778 934,000~935,000\uc6d0\uae4c\uc9c0\ub294 \uc57d 18% \ud558\ub77d\uc785\ub2c8\ub2e4. \uc989 Bull\uc774 \ub9d0\ud558\ub294 \u201c\uc815\uc0c1\uc801\uc778 \ubcc0\ub3d9\uc131 \uad00\ub9ac\u201d\ub294 \uc0ac\uc2e4\uc0c1 \ub450 \uc790\ub9bf\uc218 \uc190\uc2e4\uc744 \uac10\ub0b4\ud574\uc57c \ud55c\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4.\n\n\uc2e4\uc801\ub3c4 \ubb34\uc870\uac74\uc801\uc73c\ub85c \ub099\uad00\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. 2025\ub144 12\uc6d4 \ubd84\uae30 \ub9e4\ucd9c 32.8\uc870\uc6d0, \uc601\uc5c5\uc774\uc775 19.2\uc870\uc6d0\uc740 \ub9e4\uc6b0 \uac15\ud569\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uba54\ubaa8\ub9ac \uc5c5\uc885\uc740 \uc774\uc775\uc774 \uc88b\uc544\uc9c8 \ub54c \uac00\uc7a5 \ube44\uc2f8\uac8c \ubcf4\uc774\uc9c0 \uc54a\uace0, \uc624\ud788\ub824 \uc2f8 \ubcf4\uc77c \ub54c\uac00 \uace0\uc810 \uadfc\ucc98\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc120\ud589 PER 4.39\ub77c\ub294 \uc22b\uc790\ub294 \uc5b8\ub73b \uc800\ud3c9\uac00\ucc98\ub7fc \ubcf4\uc774\uc9c0\ub9cc, \uc0ac\uc774\ud074 \uc0b0\uc5c5\uc5d0\uc11c\ub294 \uc774\uc775 \uc815\uc810 \ub610\ub294 \uc815\uc810 \uae30\ub300\uac00 \ubc18\uc601\ub420 \ub54c PER\uc774 \ub0ae\uc544 \ubcf4\uc774\ub294 \ucc29\uc2dc\uac00 \uc790\uc8fc \ubc1c\uc0dd\ud569\ub2c8\ub2e4. \ud604\uc7ac \uc601\uc5c5\uc774\uc775\ub960 58%\ub300, \uc21c\uc774\uc775\ub960 44%\ub300, ROE 44%\ub300\uac00 \uc911\uae30 \uc815\uc0c1 \uc774\uc775\ub960\uc774\ub77c\uace0 \uac00\uc815\ud558\ub294 \uac83\uc740 \ub108\ubb34 \uacf5\uaca9\uc801\uc785\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uac00\uaca9, HBM \uc218\uae09, \uace0\uac1d\uc0ac \uc7ac\uace0, AI \uc11c\ubc84 \ud22c\uc790 \uc18d\ub3c4 \uc911 \ud558\ub098\ub9cc \ud754\ub4e4\ub824\ub3c4 \uc774\uc775 \ub808\ubc84\ub9ac\uc9c0\ub294 \ubc18\ub300\ub85c \uc791\ub3d9\ud569\ub2c8\ub2e4.\n\n\ud604\uae08\ud750\ub984\ub3c4 \uac89\ubcf4\uae30\ub9cc\ud07c \uc644\uc804\ud788 \ud3b8\uc548\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc601\uc5c5\ud604\uae08\ud750\ub984 20.9\uc870\uc6d0, \uc790\uc720\ud604\uae08\ud750\ub984 8.6\uc870\uc6d0\uc740 \uac15\ud558\uc9c0\ub9cc, \uac19\uc740 \ubd84\uae30 \uc124\ube44\ud22c\uc790\uac00 -12.25\uc870\uc6d0\uc73c\ub85c \uae09\uc99d\ud588\uc2b5\ub2c8\ub2e4. \uc9c1\uc804 \ubd84\uae30 -5.26\uc870\uc6d0\uc5d0\uc11c \ub450 \ubc30 \uc774\uc0c1 \ud655\ub300\ub41c \uac83\uc785\ub2c8\ub2e4. Bull\uc740 \uc774\ub97c \uacbd\uc7c1\ub825 \uac15\ud654\ub97c \uc704\ud55c \ud22c\uc790\ub77c\uace0 \ud574\uc11d\ud558\uc9c0\ub9cc, \ubca0\uc5b4\ub294 \uace0\uc815\ube44\uc640 \uac10\uac00\uc0c1\uac01 \ubd80\ub2f4 \ud655\ub300\ub77c\uace0 \ubd05\ub2c8\ub2e4. \uc2e0\uaddc \ud339\uacfc EUV \uc7a5\ube44 \ubc18\uc785\uc740 \uc218\uc694\uac00 \uac15\ud560 \ub54c\ub294 \ub808\ubc84\ub9ac\uc9c0 \uc694\uc778\uc774\uc9c0\ub9cc, \uc218\uc694\uac00 \ub454\ud654\ub418\uba74 \uacf5\uae09 \uacfc\uc789\uacfc \ub9c8\uc9c4 \uc555\ubc15\uc73c\ub85c \ubc14\ub01d\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uc0b0\uc5c5\uc5d0\uc11c \uacf5\uae09\ub2a5\ub825 \ud655\ub300\uac00 \ud56d\uc0c1 \uc8fc\uc8fc\uc5d0\uac8c \uc88b\uc740 \ub274\uc2a4\uc600\ub358 \uac83\uc740 \uc544\ub2d9\ub2c8\ub2e4.\n\n\uc774\uc775 \ud488\uc9c8\ub3c4 \uc810\uac80\ud574\uc57c \ud569\ub2c8\ub2e4. 2025\ub144 12\uc6d4 \ubd84\uae30 \ucd1d \ube44\uacbd\uc0c1 \ud56d\ubaa9\uc774 -13.88\uc870\uc6d0\uc73c\ub85c \ud45c\uc2dc\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc815\uc0c1\ud654 \uc774\uc775\uacfc \ubcf4\uace0 \uc774\uc775 \uc0ac\uc774\uc5d0 \ud070 \ucc28\uc774\uac00 \uc874\uc7ac\ud55c\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4. Bull\uc740 \uc190\uc775\uacc4\uc0b0\uc11c\uc5d0 \ub098\ud0c0\ub09c \uc774\uc775 \ub808\ubc84\ub9ac\uc9c0\ub97c \uac15\uc870\ud558\uc9c0\ub9cc, \ud22c\uc790\uc790\ub294 \uc774\uc775\uc758 \uc9c0\uc18d\uc131\uacfc \ubc18\ubcf5 \uac00\ub2a5\uc131\uc744 \ubd10\uc57c \ud569\ub2c8\ub2e4. \uc77c\ud68c\uc131\u00b7\uae08\uc735 \ud56d\ubaa9\uc758 \uc601\ud5a5\uc774 \ucef8\ub358 \ubd84\uae30\ub77c\uba74, \ub2e4\uc74c \ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c\uc5d0\uc11c \uc2dc\uc7a5\uc774 \uae30\ub300\ud558\ub294 \u201c\uae54\ub054\ud55c \uace0\ub9c8\uc9c4 \uc131\uc7a5\u201d\uc774 \ud655\uc778\ub418\uc9c0 \uc54a\uc744 \ub54c \uc2e4\ub9dd \ub9e4\ubb3c\uc774 \ub098\uc62c \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc6b4\uc804\uc790\ubcf8\ub3c4 \uc791\uc740 \uacbd\uace0\ub4f1\uc785\ub2c8\ub2e4. \ub9e4\ucd9c\ucc44\uad8c\uc740 2025\ub144 9\uc6d4 14.3\uc870\uc6d0\uc5d0\uc11c 12\uc6d4 18.2\uc870\uc6d0\uc73c\ub85c \uc99d\uac00\ud588\uace0, \uc7ac\uace0\ub3c4 13.2\uc870\uc6d0\uc5d0\uc11c 14.3\uc870\uc6d0\uc73c\ub85c \ub298\uc5c8\uc2b5\ub2c8\ub2e4. \ub9e4\ucd9c \uc99d\uac00\ub97c \uac10\uc548\ud558\uba74 \uc544\uc9c1 \uc2ec\uac01\ud558\ub2e4\uace0 \ub2e8\uc815\ud560 \uc218\ub294 \uc5c6\uc9c0\ub9cc, \uc0ac\uc774\ud074 \uae30\uc5c5\uc5d0\uc11c \ub9e4\ucd9c\ucc44\uad8c\uacfc \uc7ac\uace0 \uc99d\uac00\ub294 \ud56d\uc0c1 \ub4a4\ub2a6\uac8c \ub9ac\uc2a4\ud06c\ub85c \ub4dc\ub7ec\ub0a0 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 HBM\uacfc AI \uba54\ubaa8\ub9ac \uae30\ub300\uac00 \uc6cc\ub099 \ub192\uc544\uc9c4 \uc0c1\ud669\uc5d0\uc11c\ub294 \uace0\uac1d\uc0ac\uc758 \uc8fc\ubb38 \uc870\uc815, \uac00\uaca9 \ud611\uc0c1, \uc7ac\uace0 \ucd95\uc801 \ub454\ud654\uac00 \ub098\ud0c0\ub0a0 \ub54c \uc2dc\uc7a5 \ubc18\uc751\uc774 \uacfc\uaca9\ud574\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc218\uae09 \uc5ed\uc2dc \uc591\ub0a0\uc758 \uac80\uc785\ub2c8\ub2e4. \uc678\uad6d\uc778 \ubcf4\uc720\uc728 56.42%, 4\uc6d4 \uc678\uad6d\uc778 \uc21c\ub9e4\uc218 \uc9d1\uc911, \uc0bc\uc131\uc804\uc790\uc640 000660.KS\uc5d0 \uc21c\ub9e4\uc218\uc758 \uc57d 90%\uac00 \ubab0\ub838\ub2e4\ub294 \ubcf4\ub3c4\ub294 \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \uac15\ub825\ud55c \ud638\uc7ac\uc785\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc774 \uc815\ub3c4\ub85c \uc218\uae09\uc774 \ud55c \ubc29\ud5a5\uc5d0 \ubab0\ub9ac\uba74 \ubc18\ub300 \ubc29\ud5a5\ub3c4 \ube60\ub985\ub2c8\ub2e4. \ud658\uc728, \uae00\ub85c\ubc8c \uc704\ud5d8\uc120\ud638, \ubbf8\uad6d \uae30\uc220\uc8fc \uc870\uc815, AI \uc778\ud504\ub77c \ud22c\uc790 \ub454\ud654, \ubc18\ub3c4\uccb4 \uc5c5\ud669 \uc9c0\ud45c \uc2e4\ub9dd\uc774 \ub098\uc624\uba74 \uac19\uc740 \uc678\uad6d\uc778 \uc790\uae08\uc774 \ub9e4\ub3c4 \uc555\ub825\uc73c\ub85c \ubc14\ub014 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc758 \uc9c0\uc9c0\uac00 \ub450\uaebc\uc6b4 \uac83\uc774 \uc544\ub2c8\ub77c, \uac19\uc740 \ub0b4\ub7ec\ud2f0\ube0c\uc5d0 \uc758\uc874\ud55c \uc790\uae08\uc774 \ud55c\uacf3\uc5d0 \ubab0\ub824 \uc788\ub294 \uad6c\uc870\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc0ac\ud68c\uc801 \ub0b4\ub7ec\ud2f0\ube0c\ub3c4 \uacfc\uc5f4\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. \ucd5c\uadfc \uacf5\uacf5 \uc11c\uc0ac\ub294 AI \uc778\ud504\ub77c, HBM, \uba54\ubaa8\ub9ac \uac00\uaca9 \uc0c1\uc2b9, \uc678\uad6d\uc778 \uc21c\ub9e4\uc218, \uc2e0\uace0\uac00 \uacbd\uc2e0\uc73c\ub85c \uac70\uc758 \uc644\uc804\ud788 \uc218\ub834\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \u201c\uc288\ud37c \uc0ac\uc774\ud074\u201d, \u201c\ubd88\ub9c8\ucf13\ub860\u201d, \u201c\ucf54\uc2a4\ud53c 9000\u201d \uac19\uc740 \ud45c\ud604\uc774 \ubc18\ubcf5\ub418\ub294 \ud658\uacbd\uc740 \uac15\uc138\uc7a5\uc758 \uc99d\uac70\uc774\uae30\ub3c4 \ud558\uc9c0\ub9cc, \uae30\ub300\uce58\uac00 \uacfc\ub3c4\ud558\uac8c \ub192\uc544\uc84c\ub2e4\ub294 \uacbd\uace0\uc774\uae30\ub3c4 \ud569\ub2c8\ub2e4. \uacfc\uac70 \uc720\uc0ac \uad6d\uba74\uc5d0\uc11c \uc81c\uac00 \ubc30\uc6cc\uc57c \ud560 \uc810\uc740 \ub450 \uac00\uc9c0\uc785\ub2c8\ub2e4. \uccab\uc9f8, \uac15\ud55c \uc0ac\uc774\ud074 \uc885\ubaa9\uc744 \ub108\ubb34 \uc77c\ucc0d \ubd80\uc815\ud558\uba74 \ud070 \uc0c1\uc2b9\uc744 \ub193\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub458\uc9f8, \ubaa8\ub450\uac00 \uac19\uc740 \uc774\uc720\ub85c \ub099\uad00\ud560 \ub54c\ub294 \uc88b\uc740 \ub274\uc2a4\uc758 \ucd94\uac00 \ud6a8\uacfc\ubcf4\ub2e4 \uc2e4\ub9dd \ub274\uc2a4\uc758 \ucda9\uaca9\uc774 \ub354 \ucee4\uc9d1\ub2c8\ub2e4. \uc9c0\uae08\uc740 \ub450 \ubc88\uc9f8 \uad50\ud6c8\uc744 \ub354 \ubb34\uac81\uac8c \ubd10\uc57c \ud558\ub294 \uc790\ub9ac\uc785\ub2c8\ub2e4.\n\nBull\uc740 HBM\uc774 \ubc94\uc6a9 DRAM\uacfc \ub2e4\ub974\uba70 \uad6c\uc870\uc801 \uc218\uc694\ub77c\uace0 \ub9d0\ud569\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uad6c\uc870\uc801 \uc131\uc7a5 \uc0b0\uc5c5\uc5d0\uc11c\ub3c4 \uc8fc\uac00\ub294 \uc2e4\uc801\ubcf4\ub2e4 \uae30\ub300\uce58 \ubcc0\ud654\uc5d0 \ub354 \ubbfc\uac10\ud569\ub2c8\ub2e4. HBM \uc218\uc694\uac00 \uacc4\uc18d \uc99d\uac00\ud558\ub354\ub77c\ub3c4 \uacbd\uc7c1 \uc2ec\ud654, \uac00\uaca9 \uc778\ud558, \uace0\uac1d\uc0ac \ud611\uc0c1\ub825 \ud655\ub300, \uacf5\uae09\ub2a5\ub825 \uc99d\uc124, \uae30\uc220 \uc804\ud658 \ube44\uc6a9\uc774 \uc218\uc775\uc131\uc744 \uac09\uc544\uba39\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\uc640 \ub2e4\ub978 \uba54\ubaa8\ub9ac \uc5c5\uccb4\ub4e4\uc774 HBM\uacfc \uace0\ubd80\uac00 \uba54\ubaa8\ub9ac\uc5d0 \uacf5\uaca9\uc801\uc73c\ub85c \ub300\uc751\ud558\uba74, \ud604\uc7ac 000660.KS\uac00 \ubc1b\ub294 \ud504\ub9ac\ubbf8\uc5c4\uc740 \uc720\uc9c0\ub418\uae30\ubcf4\ub2e4 \uc815\uc0c1\ud654\ub420 \uac00\ub2a5\uc131\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc774\ubca4\ud2b8 \ub9ac\uc2a4\ud06c\ub3c4 \ubb34\uc2dc\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d ITC\uc758 \ud2b9\uc815 \uba54\ubaa8\ub9ac \uce69 \ud2b9\ud5c8 \uce68\ud574 \uc870\uc0ac, \ub300\uc911\uad6d \uc7a5\ube44 \uc218\ucd9c \ud1b5\uc81c, \uc9c0\uc815\ud559\uc801 \ub9c8\ucc30\uc740 \ubaa8\ub450 \ubc18\ub3c4\uccb4 \ubc38\ub958\uccb4\uc778\uc5d0 \uc9c1\uc811\uc801\uc778 \ubd88\ud655\uc2e4\uc131\uc785\ub2c8\ub2e4. \uc5ec\uae30\uc5d0 4\uc6d4 9\uc77c IR \uc774\ud6c4 \uc2dc\uc7a5 \uae30\ub300\uac00 \ub354 \ub192\uc544\uc84c\ub2e4\uba74, \ub2e4\uc74c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc774\ub098 \uc2e4\uc801 \ubc1c\ud45c\uc5d0\uc11c \ubcf4\uc218\uc801 \uac00\uc774\ub358\uc2a4\uac00 \ub098\uc624\ub294 \uc21c\uac04 \u201c\uc88b\uc740 \ud68c\uc0ac\uc9c0\ub9cc \uae30\ub300\uac00 \ub108\ubb34 \ucef8\ub2e4\u201d\ub294 \uc7ac\ud3c9\uac00\uac00 \ub098\uc62c \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uacb0\ub860\uc801\uc73c\ub85c \uc81c \ubca0\uc5b4 \ucf00\uc774\uc2a4\ub294 \u201c000660.KS\uac00 \ub098\uc05c \ud68c\uc0ac\u201d\ub77c\ub294 \uc8fc\uc7a5\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc624\ud788\ub824 \uc88b\uc740 \ud68c\uc0ac\uc774\uace0, \uc2e4\uc801\ub3c4 \uac15\ud558\uba70, AI/HBM \uc218\ud61c\ub3c4 \ubd84\uba85\ud569\ub2c8\ub2e4. \ubb38\uc81c\ub294 \uc8fc\uac00\uac00 \uc774\ubbf8 \uadf8 \uc774\uc57c\uae30\ub97c \uc544\uc8fc \uacf5\uaca9\uc801\uc73c\ub85c \ubc18\uc601\ud588\ub2e4\ub294 \uc810\uc785\ub2c8\ub2e4. 52\uc8fc \uc800\uc810 171,800\uc6d0\uc5d0\uc11c 4\uc6d4 \uc911\uc21c 110\ub9cc \uc6d0\ub300\uae4c\uc9c0 \uc624\ub978 \uc885\ubaa9\uc744, \ubca0\ud0c0 1.751\uacfc ATR 6%\uc5d0 \uac00\uae4c\uc6b4 \ubcc0\ub3d9\uc131\uc744 \uac10\uc218\ud558\uba70 \uc2e0\uace0\uac00 \ubd80\uadfc\uc5d0\uc11c \uc0ac\ub294 \uac83\uc740 \ud22c\uc790\ubcf4\ub2e4 \uae30\ub300\uce58 \ucd94\uaca9\uc5d0 \uac00\uae5d\uc2b5\ub2c8\ub2e4.\n\nBull\uc774 \ub9d0\ud55c \ud575\uc2ec \uc9c0\uc9c0\uc120\ub4e4\uc774 \uc720\uc9c0\ub418\ub294 \ud55c \uc0c1\uc2b9 \ucd94\uc138\uac00 \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4\ub294 \uc810\uc740 \uc778\uc815\ud569\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ubca0\uc5b4 \uc785\uc7a5\uc5d0\uc11c\ub294 \ubc14\ub85c \uadf8 \uc9c0\uc9c0\uc120\ub4e4\uc774 \ub108\ubb34 \uba40\ub9ac \uc788\ub2e4\ub294 \uac83\uc774 \ubb38\uc81c\uc785\ub2c8\ub2e4. 1,030,000\uc6d0 \uc774\ud0c8 \uc2dc 993,000\uc6d0, \ub354 \uae4a\uac8c\ub294 934,000~935,000\uc6d0\uae4c\uc9c0 \uc5f4\ub824 \uc788\ub2e4\ub294 \uc0ac\uc2e4\uc740 \ud604\uc7ac \uc9c4\uc785\uc790\uac00 \uac10\ub0b4\ud574\uc57c \ud560 \ud558\ubc29\uc774 \uc0c1\ub2f9\ud558\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4. \uc800\ub294 \uc9c0\uae08 \uad6c\uac04\uc5d0\uc11c\ub294 \uc2e0\uaddc \ub9e4\uc218\ubcf4\ub2e4 \ucc28\uc775\uc2e4\ud604, \ube44\uc911 \ucd95\uc18c, \ub610\ub294 \ucd5c\uc18c\ud55c \uc2e4\uc801 \ubc1c\ud45c\uc640 \uba54\ubaa8\ub9ac \uac00\uaca9 \uc9c0\ud45c \ud655\uc778 \uc774\ud6c4 \uc811\uadfc\uc774 \ub354 \ud569\ub9ac\uc801\uc774\ub77c\uace0 \ubd05\ub2c8\ub2e4. \uc88b\uc740 \ub0b4\ub7ec\ud2f0\ube0c\uac00 \ud2c0\ub824\uc11c\uac00 \uc544\ub2c8\ub77c, \ub108\ubb34 \ub9ce\uc740 \ud22c\uc790\uc790\uac00 \uc774\ubbf8 \uadf8 \ub0b4\ub7ec\ud2f0\ube0c\ub97c \uac19\uc740 \ubc29\ud5a5\uc73c\ub85c \ubbff\uace0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.",
        "history": "\nBull Analyst: Bull \uad00\uc810\uc5d0\uc11c \ubcf4\uba74 000660.KS\uc758 \ud575\uc2ec\uc740 \ub2e8\uc21c\ud788 \u201c\ub9ce\uc774 \uc62c\ub790\ub2e4\u201d\uac00 \uc544\ub2c8\ub77c, \uc2e4\uc801\u00b7\uc218\uae09\u00b7\uae30\uc220\uc801 \ubaa8\uba58\ud140\uc774 \ub3d9\uc2dc\uc5d0 \uac19\uc740 \ubc29\ud5a5\uc744 \uac00\ub9ac\ud0a4\uace0 \uc788\ub2e4\ub294 \uc810\uc785\ub2c8\ub2e4. \uc800\ub294 \uc774 \uc885\ubaa9\uc744 \uace0\ubcc0\ub3d9\uc131\uc740 \uc778\uc815\ud558\ub418, \uc0c1\uc2b9 \ucd94\uc138\uc758 \uc9c8\uc774 \uc5ec\uc804\ud788 \uac15\ud55c AI/HBM \uc8fc\ub3c4\uc8fc\ub85c \ubd05\ub2c8\ub2e4.\n\n\uba3c\uc800 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc785\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uc5c5\ud669 \ud68c\ubcf5\ub9cc\uc73c\ub85c\ub3c4 \ucda9\ubd84\ud788 \uae0d\uc815\uc801\uc778\ub370, \uc5ec\uae30\uc5d0 AI \uc778\ud504\ub77c \ud22c\uc790 \ud655\ub300\uc640 HBM \uc218\uc694\uac00 \uacb9\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144 12\uc6d4 \ubd84\uae30 \ub9e4\ucd9c\uc740 32.8\uc870\uc6d0, \uc601\uc5c5\uc774\uc775\uc740 19.2\uc870\uc6d0\uc73c\ub85c \uc9c1\uc804 \ubd84\uae30 \ub9e4\ucd9c 24.4\uc870\uc6d0, \uc601\uc5c5\uc774\uc775 11.4\uc870\uc6d0 \ub300\ube44 \ud070 \ud3ed\uc73c\ub85c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc774\uac74 \ub2e8\uc21c\ud55c \uae30\ub300\uac00 \uc544\ub2c8\ub77c \uc774\ubbf8 \uc190\uc775\uacc4\uc0b0\uc11c\uc5d0 \ub098\ud0c0\ub09c \uc774\uc775 \ub808\ubc84\ub9ac\uc9c0\uc785\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uac00\uaca9 \uc0c1\uc2b9\uacfc \uace0\ubd80\uac00 \uc81c\ud488 \ube44\uc911 \ud655\ub300\uac00 \ub9de\ubb3c\ub9ac\uba74, \uace0\uc815\ube44 \uc0b0\uc5c5\uc778 \ubc18\ub3c4\uccb4\uc5d0\uc11c\ub294 \ub9e4\ucd9c \uc99d\uac00\uac00 \uc774\uc775\uc73c\ub85c \ud6e8\uc52c \ud06c\uac8c \ubc88\uc9c0\ub294 \uad6c\uc870\uac00 \ub098\uc635\ub2c8\ub2e4.\n\n\ubca0\uc5b4 \ucabd\uc5d0\uc11c\ub294 \u201c\uba54\ubaa8\ub9ac \uc0ac\uc774\ud074\uc740 \uc5b8\uc81c\ub4e0 \uaebe\uc77c \uc218 \uc788\ub2e4\u201d\uace0 \ub9d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub9de\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc9c0\uae08\uc740 \uc0ac\uc774\ud074 \ucd08\uc785 \ud639\uc740 \uc911\ubc18\uc758 \uac00\uaca9\u00b7\uc218\uc694 \uac1c\uc120 \uad6c\uac04\uc5d0 \uac00\uae5d\uace0, \ud2b9\ud788 HBM\uc740 \ubc94\uc6a9 \uba54\ubaa8\ub9ac\ubcf4\ub2e4 \uad6c\uc870\uc801 \uc218\uc694 \uc131\uaca9\uc774 \uac15\ud569\ub2c8\ub2e4. AI \uc11c\ubc84, GPU, \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790 \ud655\ub300\uac00 \uacc4\uc18d\ub418\ub294 \ud55c 000660.KS\ub294 \uc77c\ubc18 DRAM \uac00\uaca9 \ubc18\ub4f1 \uc774\uc0c1\uc758 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. Korea Investment & Securities\uac00 \uc5f0\uac04 \uc601\uc5c5\uc774\uc775 \uc804\ub9dd\uc744 \ud06c\uac8c \uc0c1\ud5a5\ud588\ub2e4\ub294 \ubcf4\ub3c4 \uc5ed\uc2dc \uc2dc\uc7a5\uc774 \ub2e8\uc21c \uc5c5\ud669 \ud68c\ubcf5\uc774 \uc544\ub2c8\ub77c \uc774\uc775 \ucd94\uc815\uce58 \uc7ac\ud3c9\uac00 \uad6d\uba74\uc73c\ub85c \ubcf4\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.\n\n\uacbd\uc7c1\ub825 \uce21\uba74\uc5d0\uc11c\ub3c4 000660.KS\ub294 \uba85\ud655\ud55c \ud3ec\uc9c0\uc158\uc744 \uac16\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \ub0b4\ub7ec\ud2f0\ube0c\uac00 AI \ubc18\ub3c4\uccb4, HBM, \uace0\ubd80\uac00 \uba54\ubaa8\ub9ac\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uace0, 000660.KS\ub294 \uadf8 \uc218\ud61c\uc758 \ub300\ud45c \uc885\ubaa9\uc73c\ub85c \uc778\uc2dd\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uc694\ud55c \uac74 \uc774\uac8c \uac1c\uc778 \ud22c\uc790\uc790\ub4e4\uc758 \ud14c\ub9c8\uc131 \uad00\uc2ec\uc5d0 \uadf8\uce58\uc9c0 \uc54a\ub294\ub2e4\ub294 \uc810\uc785\ub2c8\ub2e4. \ucd5c\uadfc \ubcf4\ub3c4\uc5d0 \ub530\ub974\uba74 4\uc6d4 \ub4e4\uc5b4 \uc678\uad6d\uc778 \uc790\uae08\uc774 \ud55c\uad6d \uc8fc\uc2dd\u00b7\ucc44\uad8c\uc5d0 \uc57d 8\uc870\uc6d0 \uc720\uc785\ub410\uace0, \ucf54\uc2a4\ud53c \uc21c\ub9e4\uc218 \uc911 \uc0c1\ub2f9 \ubd80\ubd84\uc774 \uc0bc\uc131\uc804\uc790\uc640 000660.KS\uc5d0 \uc9d1\uc911\ub410\uc2b5\ub2c8\ub2e4. \uc678\uad6d\uc778 \ubcf4\uc720\uc728\ub3c4 56.42%\ub85c \uc0c1\uc2b9\ud588\ub2e4\ub294 \uc810\uc740 \uae00\ub85c\ubc8c \uc790\uae08\uc774 \uc774 \ud68c\uc0ac\ub97c \ud55c\uad6d AI \uba54\ubaa8\ub9ac \ub300\ud45c\uc8fc\ub85c \uc0ac\uace0 \uc788\ub2e4\ub294 \uc758\ubbf8\uc785\ub2c8\ub2e4.\n\n\uae30\uc220\uc801\uc73c\ub85c\ub3c4 \ubca0\uc5b4\uac00 \ub9d0\ud560 \uc218 \uc788\ub294 \u201c\uacfc\uc5f4\u201d \ub17c\ub9ac\ub97c \uc815\uba74\uc73c\ub85c \ubd10\uc57c \ud569\ub2c8\ub2e4. 2026\ub144 4\uc6d4 14\uc77c \uc885\uac00 1,103,000\uc6d0\uc740 10\uc77c EMA 993,186\uc6d0, 50\uc77c SMA 934,717\uc6d0, 200\uc77c SMA 565,999\uc6d0\uc744 \ubaa8\ub450 \ud06c\uac8c \uc0c1\ud68c\ud569\ub2c8\ub2e4. \uc7a5\uae30 \ud3c9\uade0\uacfc\uc758 \uad34\ub9ac\uac00 \ud070 \ub9cc\ud07c \ucd94\uaca9 \ub9e4\uc218 \ub9ac\uc2a4\ud06c\ub294 \ubd84\uba85 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc774\uac74 \ucd94\uc138\uac00 \uc5c6\ub2e4\ub294 \uc99d\uac70\uac00 \uc544\ub2c8\ub77c \ucd94\uc138\uac00 \ub9e4\uc6b0 \uac15\ud558\ub2e4\ub294 \uc99d\uac70\uc785\ub2c8\ub2e4. \ud2b9\ud788 3\uc6d4 31\uc77c 807,000\uc6d0 \uc800\uc810 \uc774\ud6c4 4\uc6d4 8\uc77c \ub300\ub7c9 \uac70\ub798\ub97c \ub3d9\ubc18\ud574 1,033,000\uc6d0\uae4c\uc9c0 \ubc18\ub4f1\ud588\uace0, 4\uc6d4 14\uc77c\uc5d0\ub294 \uc9c1\uc804 \uace0\uc810\uad8c\uc744 \ub3cc\ud30c\ud588\uc2b5\ub2c8\ub2e4. 4\uc6d4 16\uc77c \ubcf4\ub3c4 \uae30\uc900\uc73c\ub85c\ub294 1,136,000\uc6d0 \ub9c8\uac10 \ubc0f \uc7a5\uc911 \uc0ac\uc0c1 \ucd5c\uace0\uac00 \uacbd\uc2e0\uae4c\uc9c0 \ub098\uc654\uc2b5\ub2c8\ub2e4. \ud558\ub77d \ud6c4 \ubc18\ub4f1\uc774 \uc544\ub2c8\ub77c \uc2e0\uace0\uac00 \uc7ac\uc9c4\uc785\uc785\ub2c8\ub2e4.\n\n\ubaa8\uba58\ud140 \uc9c0\ud45c\ub3c4 \uc0c1\uc2b9 \uc7ac\uac1c\ub97c \uc9c0\uc9c0\ud569\ub2c8\ub2e4. MACD\ub294 4\uc6d4 7\uc77c -10,147.74\uc5d0\uc11c 4\uc6d4 14\uc77c 29,769.78\ub85c \uac15\ud558\uac8c \uc591\uc804\ud658\ud588\uace0, MACD \ud788\uc2a4\ud1a0\uadf8\ub7a8\ub3c4 -10,021.65\uc5d0\uc11c 18,091.71\ub85c \uac1c\uc120\ub410\uc2b5\ub2c8\ub2e4. RSI\ub294 62.49\ub85c \uacfc\ub9e4\uc218 \uae30\uc900\uc778 70\uc5d0\ub294 \uc544\uc9c1 \ubabb \ubbf8\uce69\ub2c8\ub2e4. \uc989 \uac00\uaca9\uc740 \uac15\ud558\uc9c0\ub9cc, \uc9c0\ud45c\uc0c1\uc73c\ub85c\ub294 \uc544\uc9c1 \uadf9\ub2e8\uc801 \uacfc\uc5f4\uc774\ub77c\uace0 \ub2e8\uc815\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \ubca0\uc5b4\uac00 \u201c\ub108\ubb34 \uc62c\ub790\ub2e4\u201d\uace0 \ub9d0\ud55c\ub2e4\uba74, \uc800\ub294 \u201c\uac15\ud55c \uc885\ubaa9\uc740 \uc2e0\uace0\uac00 \ubd80\uadfc\uc5d0\uc11c \ub354 \uac15\ud574\uc9c0\ub294 \uacbd\uc6b0\uac00 \ub9ce\uace0, \uc9c0\uae08\uc740 \uac70\ub798\ub7c9\uacfc \uc218\uae09\uc774 \uadf8 \uc6c0\uc9c1\uc784\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4\u201d\uace0 \ub2f5\ud558\uaca0\uc2b5\ub2c8\ub2e4.\n\n\uc7ac\ubb34 \uac74\uc804\uc131\ub3c4 \ubca0\uc5b4 \ub17c\ub9ac\ub97c \uc57d\ud654\uc2dc\ud0b5\ub2c8\ub2e4. 2025\ub144 12\uc6d4 \ubd84\uae30 \uc601\uc5c5\ud604\uae08\ud750\ub984\uc740 20.9\uc870\uc6d0, \uc790\uc720\ud604\uae08\ud750\ub984\uc740 8.6\uc870\uc6d0\uc785\ub2c8\ub2e4. \uc21c\ucc28\uc785\uae08\uc740 \uc804 \ubd84\uae30 13.3\uc870\uc6d0\uc5d0\uc11c 7.3\uc870\uc6d0\uc73c\ub85c \uc904\uc5c8\uace0, \uc720\ub3d9\ube44\uc728\uc740 1.858, \ubd80\ucc44\ube44\uc728\uc740 \uc57d 20.5% \uc218\uc900\uc785\ub2c8\ub2e4. \ub300\uaddc\ubaa8 \uc124\ube44\ud22c\uc790\uac00 \ubd80\ub2f4\uc774\ub77c\ub294 \uc9c0\uc801\uc740 \ud0c0\ub2f9\ud558\uc9c0\ub9cc, \uc9c0\uae08 \ud68c\uc0ac\ub294 \uadf8 \ud22c\uc790\ub97c \uac10\ub2f9\ud560 \ud604\uae08 \ucc3d\ucd9c\ub825\uacfc \uc7ac\ubb34 \uc5ec\ub825\uc744 \ubcf4\uc5ec\uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc624\ud788\ub824 ASML EUV \uc7a5\ube44 \ubc18\uc785\uacfc \uc2e0\uaddc \ud339 \uac00\ub3d9 \uae30\ub300\ub294 \uc911\uc7a5\uae30 \uc0dd\uc0b0\ub2a5\ub825\uacfc \uae30\uc220 \uacbd\uc7c1\ub825 \uac15\ud654\ub85c \ud574\uc11d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ubb3c\ub860 \uc800\ub294 \ub9ac\uc2a4\ud06c\ub97c \ubb34\uc2dc\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. ATR\uc774 \uc57d 65,221\uc6d0, \uc885\uac00 \ub300\ube44 \uc57d 5.9% \uc218\uc900\uc774\ub77c \ubcc0\ub3d9\uc131\uc740 \ud07d\ub2c8\ub2e4. \ud2b9\ud5c8 \uc870\uc0ac, \uc218\ucd9c \ud1b5\uc81c, \uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c, \uae30\ub300\uce58 \uacfc\uc5f4, \ucc28\uc775\uc2e4\ud604 \uac00\ub2a5\uc131\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ud22c\uc790 \ud310\ub2e8\uc5d0\uc11c \uc911\uc694\ud55c \uac74 \ub9ac\uc2a4\ud06c\uc758 \uc874\uc7ac\uac00 \uc544\ub2c8\ub77c \ubcf4\uc0c1 \ub300\ube44 \ub9ac\uc2a4\ud06c\uac00 \uac10\ub2f9 \uac00\ub2a5\ud55c\uc9c0\uc785\ub2c8\ub2e4. \ud604\uc7ac 000660.KS\ub294 \uac15\ud55c \uc2e4\uc801 \ubaa8\uba58\ud140, \ud604\uae08\ud750\ub984, \uc678\uad6d\uc778 \uc218\uae09, AI/HBM \uad6c\uc870\uc801 \uc131\uc7a5, \uc2e0\uace0\uac00 \ub3cc\ud30c\ub77c\ub294 \uc5ec\ub7ec \uae0d\uc815 \uc2e0\ud638\uac00 \ub3d9\uc2dc\uc5d0 \ud655\uc778\ub429\ub2c8\ub2e4. \uc774 \uc815\ub3c4 \uc870\ud569\uc774\uba74 \ub2e8\uae30 \ubcc0\ub3d9\uc131\uc740 \ud3ec\uc9c0\uc158 \ud06c\uae30\uc640 \uc9c4\uc785 \uac00\uaca9\uc73c\ub85c \uad00\ub9ac\ud560 \ubb38\uc81c\uc774\uc9c0, \ud22c\uc790 \uc544\uc774\ub514\uc5b4 \uc790\uccb4\ub97c \ubd80\uc815\ud560 \uc774\uc720\ub294 \uc544\ub2d9\ub2c8\ub2e4.\n\n\ub530\ub77c\uc11c \uc81c \uacb0\ub860\uc740 \uba85\ud655\ud569\ub2c8\ub2e4. 000660.KS\ub294 \ubb34\ud131\ub300\uace0 \ub530\ub77c \uc0b4 \uc885\ubaa9\uc740 \uc544\ub2c8\uc9c0\ub9cc, \uc870\uc815 \uc2dc \ub9e4\uc218\ud558\uac70\ub098 1,100,000\uc6d0\ub300 \uc548\ucc29\uc744 \ud655\uc778\ud558\uba70 \ucd94\uc138 \ucd94\uc885\ud560 \uac00\uce58\uac00 \ucda9\ubd84\ud55c \uc885\ubaa9\uc785\ub2c8\ub2e4. \ud575\uc2ec \uc9c0\uc9c0\ub300\ub294 1,030,000~1,040,000\uc6d0, \ub2e8\uae30 \ubc29\uc5b4\uc120\uc740 10\uc77c EMA \ubd80\uadfc\uc778 \uc57d 993,000\uc6d0, \uc911\uae30 \ubc29\uc5b4\uc120\uc740 934,000~935,000\uc6d0\ub300\uc785\ub2c8\ub2e4. \uc774 \uad6c\uac04\ub4e4\uc774 \uc720\uc9c0\ub418\ub294 \ud55c \ubca0\uc5b4\uc758 \u201c\uace0\uc810 \ubd80\ub2f4\u201d\ubcf4\ub2e4 bull\uc758 \u201c\uc774\uc775 \uc7ac\ud3c9\uac00\uc640 \uad6c\uc870\uc801 \uc131\uc7a5\u201d \ub17c\ub9ac\uac00 \ub354 \uac15\ud569\ub2c8\ub2e4.\n\n\uacfc\uac70 \uc720\uc0ac \uad6d\uba74\uc5d0\uc11c\uc758 \uad50\ud6c8\ub3c4 \ubc18\uc601\ud574\uc57c \ud569\ub2c8\ub2e4. \uac15\ud55c \uc0ac\uc774\ud074 \uc885\ubaa9\uc5d0\uc11c\ub294 \ub108\ubb34 \uc774\ub978 \ubc38\ub958\uc5d0\uc774\uc158 \ubd80\ub2f4\ub860\uc774 \ud070 \uae30\ud68c\ub97c \ub193\uce58\uac8c \ub9cc\ub4e4 \uc218 \uc788\uace0, \ubc18\ub300\ub85c \ubcc0\ub3d9\uc131\uc744 \ubb34\uc2dc\ud55c \ucd94\uaca9 \ub9e4\uc218\ub294 \uc88b\uc740 \uc885\ubaa9\uc5d0\uc11c\ub3c4 \uc190\uc2e4\uc744 \ud0a4\uc6b8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub798\uc11c \uc774\ubc88\uc5d0\ub294 \ubc29\ud5a5\uc131\uc5d0\ub294 \uc801\uadf9\uc801\uc73c\ub85c bullish\ud558\ub418, \uc2e4\ud589\uc740 \ubd84\ud560 \uc9c4\uc785\uacfc \ubcc0\ub3d9\uc131 \uae30\ubc18 \uc190\uc808\ub85c \uc811\uadfc\ud558\ub294 \uac83\uc774 \ub9de\uc2b5\ub2c8\ub2e4. \uacb0\ub860\uc801\uc73c\ub85c 000660.KS\ub294 \ud604\uc7ac \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \uc124\ub4dd\ub825 \uc788\ub294 AI \uba54\ubaa8\ub9ac \uc131\uc7a5\uc8fc \uc911 \ud558\ub098\uc774\uba70, \ubca0\uc5b4\uac00 \uc6b0\ub824\ud558\ub294 \ubcc0\ub3d9\uc131\uc740 \ucd94\uc138 \ud6fc\uc190\uc758 \uc99d\uac70\uac00 \uc544\ub2c8\ub77c \uac15\ud55c \uc7ac\ud3c9\uac00 \uad6d\uba74\uc5d0\uc11c \ub098\ud0c0\ub098\ub294 \uad00\ub9ac \uac00\ub2a5\ud55c \ube44\uc6a9\uc5d0 \uac00\uae5d\uc2b5\ub2c8\ub2e4.\nBear Analyst: Bull \ucabd \ub17c\ub9ac\ub294 \ubd84\uba85 \ub9e4\ub825\uc801\uc785\ub2c8\ub2e4. \uc2e4\uc801\uc774 \uae09\uc99d\ud588\uace0, \uc678\uad6d\uc778\uc774 \uc0ac\uace0 \uc788\uace0, \uc2e0\uace0\uac00\ub97c \ub3cc\ud30c\ud588\uace0, AI/HBM\uc774\ub77c\ub294 \uad6c\uc870\uc801 \ud14c\ub9c8\uac00 \ubd99\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \ubc14\ub85c \uadf8 \uc870\ud569 \ub54c\ubb38\uc5d0 \uc800\ub294 \uc9c0\uae08 000660.KS\ub97c \uc624\ud788\ub824 \uc870\uc2ec\ud574\uc57c \ud55c\ub2e4\uace0 \ubd05\ub2c8\ub2e4. \uc88b\uc740 \ud68c\uc0ac\uc640 \uc88b\uc740 \uc8fc\uc2dd \uc9c4\uc785\uc810\uc740 \ub2e4\ub985\ub2c8\ub2e4. \ud604\uc7ac \uac00\uaca9\uc740 \uc774\ubbf8 \u201c\uc88b\uc740 \ub274\uc2a4\uac00 \uacc4\uc18d\ub420 \uac83\u201d\uc744 \uc0c1\ub2f9\ud788 \uc120\ubc18\uc601\ud55c \uc0c1\ud0dc\uc774\uace0, \uc791\uc740 \uc2e4\ub9dd\uc5d0\ub3c4 \ud558\ub77d \ud3ed\uc774 \ucee4\uc9c8 \uc218 \uc788\ub294 \uad6c\uac04\uc785\ub2c8\ub2e4.\n\n\uba3c\uc800 \uae30\uc220\uc801 \uce21\uba74\ubd80\ud130 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. Bull\uc740 1,103,000\uc6d0\uc774 10\uc77c EMA 993,186\uc6d0, 50\uc77c SMA 934,717\uc6d0, 200\uc77c SMA 565,999\uc6d0\uc744 \ud06c\uac8c \uc6c3\ub3c4\ub294 \uac83\uc774 \uac15\ud55c \ucd94\uc138\uc758 \uc99d\uac70\ub77c\uace0 \ub9d0\ud569\ub2c8\ub2e4. \ub9de\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ubca0\uc5b4 \uad00\uc810\uc5d0\uc11c\ub294 \uc774\uac83\uc774 \ub3d9\uc2dc\uc5d0 \uacfc\ub3c4\ud55c \uad34\ub9ac\uc758 \uc99d\uac70\uc785\ub2c8\ub2e4. \ud2b9\ud788 200\uc77c\uc120 566,000\uc6d0 \ub300\ube44 4\uc6d4 14\uc77c \uc885\uac00 1,103,000\uc6d0\uc740 \uac70\uc758 \ub450 \ubc30 \uc218\uc900\uc785\ub2c8\ub2e4. \uc7a5\uae30 \ucd94\uc138\uac00 \uac15\ud558\ub2e4\ub294 \ub9d0\uc740 \ud2c0\ub9ac\uc9c0 \uc54a\uc9c0\ub9cc, \uc774 \uc815\ub3c4 \uad34\ub9ac\uc5d0\uc11c\ub294 \uc2e0\uaddc \ud22c\uc790\uc790\uc758 \uc190\uc775\ube44\uac00 \uae09\uaca9\ud788 \ub098\ube60\uc9d1\ub2c8\ub2e4. 3\uc6d4 31\uc77c 807,000\uc6d0\uc5d0\uc11c 4\uc6d4 16\uc77c \ubcf4\ub3c4 \uae30\uc900 1,136,000\uc6d0\uae4c\uc9c0 \ubd88\uacfc \ubcf4\ub984 \ub0a8\uc9d3\ud55c \uae30\uac04\uc5d0 \uae09\ub4f1\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7f0 \uc0c1\uc2b9\uc740 \ucd94\uc138 \ucd94\uc885\uc790\uc5d0\uac8c\ub294 \ub9e4\ub825\uc801\uc77c \uc218 \uc788\uc9c0\ub9cc, \ub9ac\uc2a4\ud06c \uad00\ub9ac\uc790\uc5d0\uac8c\ub294 \ucc28\uc775\uc2e4\ud604\uacfc \ubcc0\ub3d9\uc131 \ud3ed\ubc1c\uc744 \uba3c\uc800 \ubd10\uc57c \ud558\ub294 \uc2e0\ud638\uc785\ub2c8\ub2e4.\n\nATR\ub3c4 \uac00\ubccd\uac8c \ub118\uae38 \ubb38\uc81c\uac00 \uc544\ub2d9\ub2c8\ub2e4. 4\uc6d4 14\uc77c \uae30\uc900 ATR\uc740 65,221\uc6d0, \uc885\uac00 \ub300\ube44 \uc57d 5.9%\uc785\ub2c8\ub2e4. Bull\uc740 \uc774\ub97c \u201c\uad00\ub9ac \uac00\ub2a5\ud55c \ube44\uc6a9\u201d\uc774\ub77c\uace0 \ud45c\ud604\ud558\uc9c0\ub9cc, \uc2e4\uc81c \ud22c\uc790\uc790 \uc785\uc7a5\uc5d0\uc11c\ub294 \ud558\ub8e8\uc5d0 5~6% \ud754\ub4e4\ub9ac\ub294 \uc885\ubaa9\uc744 \uc2e0\uace0\uac00 \ubd80\uadfc\uc5d0\uc11c \ub530\ub77c \uc0ac\ub294 \uac83\uc785\ub2c8\ub2e4. \uac8c\ub2e4\uac00 \ud575\uc2ec \uc9c0\uc9c0\ub300\ub85c \uc81c\uc2dc\ub41c 1,030,000~1,040,000\uc6d0\uc740 4\uc6d4 16\uc77c \ubcf4\ub3c4 \uc885\uac00 1,136,000\uc6d0 \uae30\uc900\uc73c\ub85c \uc774\ubbf8 \uc57d 8~9% \uc544\ub798\uc785\ub2c8\ub2e4. \ub2e8\uae30 \ubc29\uc5b4\uc120\uc778 993,000\uc6d0\uae4c\uc9c0\ub294 \uc57d 13% \ud558\ub77d \uc5ec\uc9c0\uac00 \uc788\uace0, 50\uc77c\uc120\u00b7VWMA \ubd80\uadfc\uc778 934,000~935,000\uc6d0\uae4c\uc9c0\ub294 \uc57d 18% \ud558\ub77d\uc785\ub2c8\ub2e4. \uc989 Bull\uc774 \ub9d0\ud558\ub294 \u201c\uc815\uc0c1\uc801\uc778 \ubcc0\ub3d9\uc131 \uad00\ub9ac\u201d\ub294 \uc0ac\uc2e4\uc0c1 \ub450 \uc790\ub9bf\uc218 \uc190\uc2e4\uc744 \uac10\ub0b4\ud574\uc57c \ud55c\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4.\n\n\uc2e4\uc801\ub3c4 \ubb34\uc870\uac74\uc801\uc73c\ub85c \ub099\uad00\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. 2025\ub144 12\uc6d4 \ubd84\uae30 \ub9e4\ucd9c 32.8\uc870\uc6d0, \uc601\uc5c5\uc774\uc775 19.2\uc870\uc6d0\uc740 \ub9e4\uc6b0 \uac15\ud569\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uba54\ubaa8\ub9ac \uc5c5\uc885\uc740 \uc774\uc775\uc774 \uc88b\uc544\uc9c8 \ub54c \uac00\uc7a5 \ube44\uc2f8\uac8c \ubcf4\uc774\uc9c0 \uc54a\uace0, \uc624\ud788\ub824 \uc2f8 \ubcf4\uc77c \ub54c\uac00 \uace0\uc810 \uadfc\ucc98\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc120\ud589 PER 4.39\ub77c\ub294 \uc22b\uc790\ub294 \uc5b8\ub73b \uc800\ud3c9\uac00\ucc98\ub7fc \ubcf4\uc774\uc9c0\ub9cc, \uc0ac\uc774\ud074 \uc0b0\uc5c5\uc5d0\uc11c\ub294 \uc774\uc775 \uc815\uc810 \ub610\ub294 \uc815\uc810 \uae30\ub300\uac00 \ubc18\uc601\ub420 \ub54c PER\uc774 \ub0ae\uc544 \ubcf4\uc774\ub294 \ucc29\uc2dc\uac00 \uc790\uc8fc \ubc1c\uc0dd\ud569\ub2c8\ub2e4. \ud604\uc7ac \uc601\uc5c5\uc774\uc775\ub960 58%\ub300, \uc21c\uc774\uc775\ub960 44%\ub300, ROE 44%\ub300\uac00 \uc911\uae30 \uc815\uc0c1 \uc774\uc775\ub960\uc774\ub77c\uace0 \uac00\uc815\ud558\ub294 \uac83\uc740 \ub108\ubb34 \uacf5\uaca9\uc801\uc785\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uac00\uaca9, HBM \uc218\uae09, \uace0\uac1d\uc0ac \uc7ac\uace0, AI \uc11c\ubc84 \ud22c\uc790 \uc18d\ub3c4 \uc911 \ud558\ub098\ub9cc \ud754\ub4e4\ub824\ub3c4 \uc774\uc775 \ub808\ubc84\ub9ac\uc9c0\ub294 \ubc18\ub300\ub85c \uc791\ub3d9\ud569\ub2c8\ub2e4.\n\n\ud604\uae08\ud750\ub984\ub3c4 \uac89\ubcf4\uae30\ub9cc\ud07c \uc644\uc804\ud788 \ud3b8\uc548\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc601\uc5c5\ud604\uae08\ud750\ub984 20.9\uc870\uc6d0, \uc790\uc720\ud604\uae08\ud750\ub984 8.6\uc870\uc6d0\uc740 \uac15\ud558\uc9c0\ub9cc, \uac19\uc740 \ubd84\uae30 \uc124\ube44\ud22c\uc790\uac00 -12.25\uc870\uc6d0\uc73c\ub85c \uae09\uc99d\ud588\uc2b5\ub2c8\ub2e4. \uc9c1\uc804 \ubd84\uae30 -5.26\uc870\uc6d0\uc5d0\uc11c \ub450 \ubc30 \uc774\uc0c1 \ud655\ub300\ub41c \uac83\uc785\ub2c8\ub2e4. Bull\uc740 \uc774\ub97c \uacbd\uc7c1\ub825 \uac15\ud654\ub97c \uc704\ud55c \ud22c\uc790\ub77c\uace0 \ud574\uc11d\ud558\uc9c0\ub9cc, \ubca0\uc5b4\ub294 \uace0\uc815\ube44\uc640 \uac10\uac00\uc0c1\uac01 \ubd80\ub2f4 \ud655\ub300\ub77c\uace0 \ubd05\ub2c8\ub2e4. \uc2e0\uaddc \ud339\uacfc EUV \uc7a5\ube44 \ubc18\uc785\uc740 \uc218\uc694\uac00 \uac15\ud560 \ub54c\ub294 \ub808\ubc84\ub9ac\uc9c0 \uc694\uc778\uc774\uc9c0\ub9cc, \uc218\uc694\uac00 \ub454\ud654\ub418\uba74 \uacf5\uae09 \uacfc\uc789\uacfc \ub9c8\uc9c4 \uc555\ubc15\uc73c\ub85c \ubc14\ub01d\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uc0b0\uc5c5\uc5d0\uc11c \uacf5\uae09\ub2a5\ub825 \ud655\ub300\uac00 \ud56d\uc0c1 \uc8fc\uc8fc\uc5d0\uac8c \uc88b\uc740 \ub274\uc2a4\uc600\ub358 \uac83\uc740 \uc544\ub2d9\ub2c8\ub2e4.\n\n\uc774\uc775 \ud488\uc9c8\ub3c4 \uc810\uac80\ud574\uc57c \ud569\ub2c8\ub2e4. 2025\ub144 12\uc6d4 \ubd84\uae30 \ucd1d \ube44\uacbd\uc0c1 \ud56d\ubaa9\uc774 -13.88\uc870\uc6d0\uc73c\ub85c \ud45c\uc2dc\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc815\uc0c1\ud654 \uc774\uc775\uacfc \ubcf4\uace0 \uc774\uc775 \uc0ac\uc774\uc5d0 \ud070 \ucc28\uc774\uac00 \uc874\uc7ac\ud55c\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4. Bull\uc740 \uc190\uc775\uacc4\uc0b0\uc11c\uc5d0 \ub098\ud0c0\ub09c \uc774\uc775 \ub808\ubc84\ub9ac\uc9c0\ub97c \uac15\uc870\ud558\uc9c0\ub9cc, \ud22c\uc790\uc790\ub294 \uc774\uc775\uc758 \uc9c0\uc18d\uc131\uacfc \ubc18\ubcf5 \uac00\ub2a5\uc131\uc744 \ubd10\uc57c \ud569\ub2c8\ub2e4. \uc77c\ud68c\uc131\u00b7\uae08\uc735 \ud56d\ubaa9\uc758 \uc601\ud5a5\uc774 \ucef8\ub358 \ubd84\uae30\ub77c\uba74, \ub2e4\uc74c \ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c\uc5d0\uc11c \uc2dc\uc7a5\uc774 \uae30\ub300\ud558\ub294 \u201c\uae54\ub054\ud55c \uace0\ub9c8\uc9c4 \uc131\uc7a5\u201d\uc774 \ud655\uc778\ub418\uc9c0 \uc54a\uc744 \ub54c \uc2e4\ub9dd \ub9e4\ubb3c\uc774 \ub098\uc62c \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc6b4\uc804\uc790\ubcf8\ub3c4 \uc791\uc740 \uacbd\uace0\ub4f1\uc785\ub2c8\ub2e4. \ub9e4\ucd9c\ucc44\uad8c\uc740 2025\ub144 9\uc6d4 14.3\uc870\uc6d0\uc5d0\uc11c 12\uc6d4 18.2\uc870\uc6d0\uc73c\ub85c \uc99d\uac00\ud588\uace0, \uc7ac\uace0\ub3c4 13.2\uc870\uc6d0\uc5d0\uc11c 14.3\uc870\uc6d0\uc73c\ub85c \ub298\uc5c8\uc2b5\ub2c8\ub2e4. \ub9e4\ucd9c \uc99d\uac00\ub97c \uac10\uc548\ud558\uba74 \uc544\uc9c1 \uc2ec\uac01\ud558\ub2e4\uace0 \ub2e8\uc815\ud560 \uc218\ub294 \uc5c6\uc9c0\ub9cc, \uc0ac\uc774\ud074 \uae30\uc5c5\uc5d0\uc11c \ub9e4\ucd9c\ucc44\uad8c\uacfc \uc7ac\uace0 \uc99d\uac00\ub294 \ud56d\uc0c1 \ub4a4\ub2a6\uac8c \ub9ac\uc2a4\ud06c\ub85c \ub4dc\ub7ec\ub0a0 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 HBM\uacfc AI \uba54\ubaa8\ub9ac \uae30\ub300\uac00 \uc6cc\ub099 \ub192\uc544\uc9c4 \uc0c1\ud669\uc5d0\uc11c\ub294 \uace0\uac1d\uc0ac\uc758 \uc8fc\ubb38 \uc870\uc815, \uac00\uaca9 \ud611\uc0c1, \uc7ac\uace0 \ucd95\uc801 \ub454\ud654\uac00 \ub098\ud0c0\ub0a0 \ub54c \uc2dc\uc7a5 \ubc18\uc751\uc774 \uacfc\uaca9\ud574\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc218\uae09 \uc5ed\uc2dc \uc591\ub0a0\uc758 \uac80\uc785\ub2c8\ub2e4. \uc678\uad6d\uc778 \ubcf4\uc720\uc728 56.42%, 4\uc6d4 \uc678\uad6d\uc778 \uc21c\ub9e4\uc218 \uc9d1\uc911, \uc0bc\uc131\uc804\uc790\uc640 000660.KS\uc5d0 \uc21c\ub9e4\uc218\uc758 \uc57d 90%\uac00 \ubab0\ub838\ub2e4\ub294 \ubcf4\ub3c4\ub294 \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \uac15\ub825\ud55c \ud638\uc7ac\uc785\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc774 \uc815\ub3c4\ub85c \uc218\uae09\uc774 \ud55c \ubc29\ud5a5\uc5d0 \ubab0\ub9ac\uba74 \ubc18\ub300 \ubc29\ud5a5\ub3c4 \ube60\ub985\ub2c8\ub2e4. \ud658\uc728, \uae00\ub85c\ubc8c \uc704\ud5d8\uc120\ud638, \ubbf8\uad6d \uae30\uc220\uc8fc \uc870\uc815, AI \uc778\ud504\ub77c \ud22c\uc790 \ub454\ud654, \ubc18\ub3c4\uccb4 \uc5c5\ud669 \uc9c0\ud45c \uc2e4\ub9dd\uc774 \ub098\uc624\uba74 \uac19\uc740 \uc678\uad6d\uc778 \uc790\uae08\uc774 \ub9e4\ub3c4 \uc555\ub825\uc73c\ub85c \ubc14\ub014 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc758 \uc9c0\uc9c0\uac00 \ub450\uaebc\uc6b4 \uac83\uc774 \uc544\ub2c8\ub77c, \uac19\uc740 \ub0b4\ub7ec\ud2f0\ube0c\uc5d0 \uc758\uc874\ud55c \uc790\uae08\uc774 \ud55c\uacf3\uc5d0 \ubab0\ub824 \uc788\ub294 \uad6c\uc870\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc0ac\ud68c\uc801 \ub0b4\ub7ec\ud2f0\ube0c\ub3c4 \uacfc\uc5f4\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. \ucd5c\uadfc \uacf5\uacf5 \uc11c\uc0ac\ub294 AI \uc778\ud504\ub77c, HBM, \uba54\ubaa8\ub9ac \uac00\uaca9 \uc0c1\uc2b9, \uc678\uad6d\uc778 \uc21c\ub9e4\uc218, \uc2e0\uace0\uac00 \uacbd\uc2e0\uc73c\ub85c \uac70\uc758 \uc644\uc804\ud788 \uc218\ub834\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \u201c\uc288\ud37c \uc0ac\uc774\ud074\u201d, \u201c\ubd88\ub9c8\ucf13\ub860\u201d, \u201c\ucf54\uc2a4\ud53c 9000\u201d \uac19\uc740 \ud45c\ud604\uc774 \ubc18\ubcf5\ub418\ub294 \ud658\uacbd\uc740 \uac15\uc138\uc7a5\uc758 \uc99d\uac70\uc774\uae30\ub3c4 \ud558\uc9c0\ub9cc, \uae30\ub300\uce58\uac00 \uacfc\ub3c4\ud558\uac8c \ub192\uc544\uc84c\ub2e4\ub294 \uacbd\uace0\uc774\uae30\ub3c4 \ud569\ub2c8\ub2e4. \uacfc\uac70 \uc720\uc0ac \uad6d\uba74\uc5d0\uc11c \uc81c\uac00 \ubc30\uc6cc\uc57c \ud560 \uc810\uc740 \ub450 \uac00\uc9c0\uc785\ub2c8\ub2e4. \uccab\uc9f8, \uac15\ud55c \uc0ac\uc774\ud074 \uc885\ubaa9\uc744 \ub108\ubb34 \uc77c\ucc0d \ubd80\uc815\ud558\uba74 \ud070 \uc0c1\uc2b9\uc744 \ub193\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub458\uc9f8, \ubaa8\ub450\uac00 \uac19\uc740 \uc774\uc720\ub85c \ub099\uad00\ud560 \ub54c\ub294 \uc88b\uc740 \ub274\uc2a4\uc758 \ucd94\uac00 \ud6a8\uacfc\ubcf4\ub2e4 \uc2e4\ub9dd \ub274\uc2a4\uc758 \ucda9\uaca9\uc774 \ub354 \ucee4\uc9d1\ub2c8\ub2e4. \uc9c0\uae08\uc740 \ub450 \ubc88\uc9f8 \uad50\ud6c8\uc744 \ub354 \ubb34\uac81\uac8c \ubd10\uc57c \ud558\ub294 \uc790\ub9ac\uc785\ub2c8\ub2e4.\n\nBull\uc740 HBM\uc774 \ubc94\uc6a9 DRAM\uacfc \ub2e4\ub974\uba70 \uad6c\uc870\uc801 \uc218\uc694\ub77c\uace0 \ub9d0\ud569\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uad6c\uc870\uc801 \uc131\uc7a5 \uc0b0\uc5c5\uc5d0\uc11c\ub3c4 \uc8fc\uac00\ub294 \uc2e4\uc801\ubcf4\ub2e4 \uae30\ub300\uce58 \ubcc0\ud654\uc5d0 \ub354 \ubbfc\uac10\ud569\ub2c8\ub2e4. HBM \uc218\uc694\uac00 \uacc4\uc18d \uc99d\uac00\ud558\ub354\ub77c\ub3c4 \uacbd\uc7c1 \uc2ec\ud654, \uac00\uaca9 \uc778\ud558, \uace0\uac1d\uc0ac \ud611\uc0c1\ub825 \ud655\ub300, \uacf5\uae09\ub2a5\ub825 \uc99d\uc124, \uae30\uc220 \uc804\ud658 \ube44\uc6a9\uc774 \uc218\uc775\uc131\uc744 \uac09\uc544\uba39\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\uc640 \ub2e4\ub978 \uba54\ubaa8\ub9ac \uc5c5\uccb4\ub4e4\uc774 HBM\uacfc \uace0\ubd80\uac00 \uba54\ubaa8\ub9ac\uc5d0 \uacf5\uaca9\uc801\uc73c\ub85c \ub300\uc751\ud558\uba74, \ud604\uc7ac 000660.KS\uac00 \ubc1b\ub294 \ud504\ub9ac\ubbf8\uc5c4\uc740 \uc720\uc9c0\ub418\uae30\ubcf4\ub2e4 \uc815\uc0c1\ud654\ub420 \uac00\ub2a5\uc131\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc774\ubca4\ud2b8 \ub9ac\uc2a4\ud06c\ub3c4 \ubb34\uc2dc\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d ITC\uc758 \ud2b9\uc815 \uba54\ubaa8\ub9ac \uce69 \ud2b9\ud5c8 \uce68\ud574 \uc870\uc0ac, \ub300\uc911\uad6d \uc7a5\ube44 \uc218\ucd9c \ud1b5\uc81c, \uc9c0\uc815\ud559\uc801 \ub9c8\ucc30\uc740 \ubaa8\ub450 \ubc18\ub3c4\uccb4 \ubc38\ub958\uccb4\uc778\uc5d0 \uc9c1\uc811\uc801\uc778 \ubd88\ud655\uc2e4\uc131\uc785\ub2c8\ub2e4. \uc5ec\uae30\uc5d0 4\uc6d4 9\uc77c IR \uc774\ud6c4 \uc2dc\uc7a5 \uae30\ub300\uac00 \ub354 \ub192\uc544\uc84c\ub2e4\uba74, \ub2e4\uc74c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc774\ub098 \uc2e4\uc801 \ubc1c\ud45c\uc5d0\uc11c \ubcf4\uc218\uc801 \uac00\uc774\ub358\uc2a4\uac00 \ub098\uc624\ub294 \uc21c\uac04 \u201c\uc88b\uc740 \ud68c\uc0ac\uc9c0\ub9cc \uae30\ub300\uac00 \ub108\ubb34 \ucef8\ub2e4\u201d\ub294 \uc7ac\ud3c9\uac00\uac00 \ub098\uc62c \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uacb0\ub860\uc801\uc73c\ub85c \uc81c \ubca0\uc5b4 \ucf00\uc774\uc2a4\ub294 \u201c000660.KS\uac00 \ub098\uc05c \ud68c\uc0ac\u201d\ub77c\ub294 \uc8fc\uc7a5\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc624\ud788\ub824 \uc88b\uc740 \ud68c\uc0ac\uc774\uace0, \uc2e4\uc801\ub3c4 \uac15\ud558\uba70, AI/HBM \uc218\ud61c\ub3c4 \ubd84\uba85\ud569\ub2c8\ub2e4. \ubb38\uc81c\ub294 \uc8fc\uac00\uac00 \uc774\ubbf8 \uadf8 \uc774\uc57c\uae30\ub97c \uc544\uc8fc \uacf5\uaca9\uc801\uc73c\ub85c \ubc18\uc601\ud588\ub2e4\ub294 \uc810\uc785\ub2c8\ub2e4. 52\uc8fc \uc800\uc810 171,800\uc6d0\uc5d0\uc11c 4\uc6d4 \uc911\uc21c 110\ub9cc \uc6d0\ub300\uae4c\uc9c0 \uc624\ub978 \uc885\ubaa9\uc744, \ubca0\ud0c0 1.751\uacfc ATR 6%\uc5d0 \uac00\uae4c\uc6b4 \ubcc0\ub3d9\uc131\uc744 \uac10\uc218\ud558\uba70 \uc2e0\uace0\uac00 \ubd80\uadfc\uc5d0\uc11c \uc0ac\ub294 \uac83\uc740 \ud22c\uc790\ubcf4\ub2e4 \uae30\ub300\uce58 \ucd94\uaca9\uc5d0 \uac00\uae5d\uc2b5\ub2c8\ub2e4.\n\nBull\uc774 \ub9d0\ud55c \ud575\uc2ec \uc9c0\uc9c0\uc120\ub4e4\uc774 \uc720\uc9c0\ub418\ub294 \ud55c \uc0c1\uc2b9 \ucd94\uc138\uac00 \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4\ub294 \uc810\uc740 \uc778\uc815\ud569\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ubca0\uc5b4 \uc785\uc7a5\uc5d0\uc11c\ub294 \ubc14\ub85c \uadf8 \uc9c0\uc9c0\uc120\ub4e4\uc774 \ub108\ubb34 \uba40\ub9ac \uc788\ub2e4\ub294 \uac83\uc774 \ubb38\uc81c\uc785\ub2c8\ub2e4. 1,030,000\uc6d0 \uc774\ud0c8 \uc2dc 993,000\uc6d0, \ub354 \uae4a\uac8c\ub294 934,000~935,000\uc6d0\uae4c\uc9c0 \uc5f4\ub824 \uc788\ub2e4\ub294 \uc0ac\uc2e4\uc740 \ud604\uc7ac \uc9c4\uc785\uc790\uac00 \uac10\ub0b4\ud574\uc57c \ud560 \ud558\ubc29\uc774 \uc0c1\ub2f9\ud558\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4. \uc800\ub294 \uc9c0\uae08 \uad6c\uac04\uc5d0\uc11c\ub294 \uc2e0\uaddc \ub9e4\uc218\ubcf4\ub2e4 \ucc28\uc775\uc2e4\ud604, \ube44\uc911 \ucd95\uc18c, \ub610\ub294 \ucd5c\uc18c\ud55c \uc2e4\uc801 \ubc1c\ud45c\uc640 \uba54\ubaa8\ub9ac \uac00\uaca9 \uc9c0\ud45c \ud655\uc778 \uc774\ud6c4 \uc811\uadfc\uc774 \ub354 \ud569\ub9ac\uc801\uc774\ub77c\uace0 \ubd05\ub2c8\ub2e4. \uc88b\uc740 \ub0b4\ub7ec\ud2f0\ube0c\uac00 \ud2c0\ub824\uc11c\uac00 \uc544\ub2c8\ub77c, \ub108\ubb34 \ub9ce\uc740 \ud22c\uc790\uc790\uac00 \uc774\ubbf8 \uadf8 \ub0b4\ub7ec\ud2f0\ube0c\ub97c \uac19\uc740 \ubc29\ud5a5\uc73c\ub85c \ubbff\uace0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.",
        "current_response": "{\n  \"rating\": \"OVERWEIGHT\",\n  \"portfolio_stance\": \"BULLISH\",\n  \"entry_action\": \"WAIT\",\n  \"setup_quality\": \"DEVELOPING\",\n  \"confidence\": 0.74,\n  \"time_horizon\": \"medium\",\n  \"entry_logic\": \"000660.KS has a constructive medium-term thesis: AI/HBM demand, strong 2025-12 earnings and free cash flow, foreign buying, and a confirmed daily uptrend with 2026-04-14 close above the prior high. However, after the reported 2026-04-16 close near KRW 1,136,000 and intraday record high, the near-term risk/reward is stretched versus support. Wait for either a close-and-hold above KRW 1,100,000 with sustained volume, or a pullback toward KRW 1,030,000-1,040,000 for staged entry.\",\n  \"exit_logic\": \"Reduce or avoid adding if 000660.KS loses KRW 1,030,000-1,040,000 and fails to reclaim it quickly. Exit tactical exposure on a decisive break below the 10-day EMA area near KRW 993,000; reassess the medium-term thesis if VWMA/50-day SMA support near KRW 934,000-935,000 fails or if earnings guidance undermines HBM and memory pricing assumptions.\",\n  \"position_sizing\": \"Use smaller-than-normal sizing because ATR is about KRW 65,221, roughly 5.9% of the latest confirmed daily close in the market report. Prefer staged entries over a full chase at record highs; existing holders can maintain an overweight bias but should avoid aggressive adds until support or breakout quality is confirmed.\",\n  \"risk_limits\": \"Keep single-position risk capped using volatility-based stops, not tight nominal stops. Do not size positions assuming less than 8%-13% normal drawdown risk from the reported 2026-04-16 level to the KRW 1,030,000-1,040,000 and KRW 993,000 zones. Reassess immediately on foreign flow reversal, RSI above 70 with volume exhaustion, or negative legal/export-control developments.\",\n  \"catalysts\": [\n    \"000660.KS sustaining closes above KRW 1,100,000 with volume after the reported record-high breakout\",\n    \"Further upward revisions to operating profit driven by HBM, DRAM, and NAND pricing\",\n    \"Continued foreign net buying and foreign ownership above the reported 56.42% area\",\n    \"Positive IR or earnings commentary on HBM demand, pricing, margins, and customer visibility\",\n    \"ASML EUV equipment inflow and new fab ramp supporting high-value product capacity\"\n  ],\n  \"invalidators\": [\n    \"000660.KS closes below KRW 1,030,000-1,040,000 and cannot reclaim that zone\",\n    \"Break below the 10-day EMA area near KRW 993,000 for tactical positions\",\n    \"Loss of VWMA/50-day SMA support around KRW 934,000-935,000, signaling a damaged medium-term setup\",\n    \"Memory price or HBM demand data fails to support the current high-margin earnings expectations\",\n    \"Foreign investor selling replaces the recent concentrated buying in Samsung Electronics and 000660.KS\",\n    \"ITC patent, export-control, or geopolitical events materially impair supply chain or customer assumptions\"\n  ],\n  \"watchlist_triggers\": [\n    \"Add-to-watch for starter entry if 000660.KS retests KRW 1,030,000-1,040,000 and holds with stabilizing volume\",\n    \"Consider momentum entry only after another close above KRW 1,100,000-1,136,000 with volume that does not look like exhaustion\",\n    \"Monitor RSI approaching or exceeding 70 for potential trimming rather than fresh buying\",\n    \"Track ATR; if volatility contracts while price holds above KRW 1,100,000, entry quality improves\",\n    \"Watch next earnings, IR updates, memory price indicators, HBM order commentary, receivables, inventory, and capex guidance\",\n    \"Monitor foreign ownership and daily net buy/sell concentration in 000660.KS\"\n  ],\n  \"data_coverage\": {\n    \"company_news_count\": 5,\n    \"disclosures_count\": 1,\n    \"social_source\": \"news_derived\",\n    \"macro_items_count\": 0\n  }\n}",
        "judge_decision": "{\n  \"rating\": \"OVERWEIGHT\",\n  \"portfolio_stance\": \"BULLISH\",\n  \"entry_action\": \"WAIT\",\n  \"setup_quality\": \"DEVELOPING\",\n  \"confidence\": 0.74,\n  \"time_horizon\": \"medium\",\n  \"entry_logic\": \"000660.KS\ub294 \uc911\uae30 \uad00\uc810\uc5d0\uc11c \uac74\uc124\uc801\uc778 \ud22c\uc790 \ub17c\ub9ac\ub97c \uac16\uace0 \uc788\uc2b5\ub2c8\ub2e4. AI/HBM \uc218\uc694, \uacac\uc870\ud55c 2025-12 \uc2e4\uc801\uacfc \uc789\uc5ec\ud604\uae08\ud750\ub984, \uc678\uad6d\uc778 \ub9e4\uc218\uc138, \uadf8\ub9ac\uace0 2026-04-14 \uc885\uac00\uac00 \uc774\uc804 \uace0\uc810\uc744 \uc0c1\ud68c\ud558\uba70 \ud655\uc778\ub41c \uc77c\uac04 \uc0c1\uc2b9 \ucd94\uc138\uac00 \uadfc\uac70\uc785\ub2c8\ub2e4. \ub2e4\ub9cc \ubcf4\uace0\ub41c 2026-04-16 \uc885\uac00\uac00 \uc57d 1,136,000\uc6d0\uc774\uace0 \uc7a5\uc911 \uc0ac\uc0c1 \ucd5c\uace0\uac00\ub97c \uae30\ub85d\ud55c \uc774\ud6c4\uc5d0\ub294 \uc9c0\uc9c0\uc120 \ub300\ube44 \ub2e8\uae30 \uc704\ud5d8/\ubcf4\uc0c1 \uad6c\ub3c4\uac00 \ubd80\ub2f4\uc2a4\ub7ec\uc6b4 \uc218\uc900\uae4c\uc9c0 \ud655\ub300\ub418\uc5c8\uc2b5\ub2c8\ub2e4. 1,100,000\uc6d0 \uc704\uc5d0\uc11c \uc885\uac00 \uae30\uc900 \ub3cc\ud30c \ud6c4 \uc548\ucc29\ud558\uace0 \uac70\ub798\ub7c9\uc774 \uc9c0\uc18d\ub418\ub294 \ud750\ub984\uc744 \ud655\uc778\ud558\uac70\ub098, 1,030,000-1,040,000\uc6d0 \ubd80\uadfc\uc73c\ub85c \uc870\uc815\ub420 \ub54c\uae4c\uc9c0 \uae30\ub2e4\ub9b0 \ub4a4 \ubd84\ud560 \uc9c4\uc785\ud558\ub294 \uc804\ub7b5\uc774 \uc801\uc808\ud569\ub2c8\ub2e4.\",\n  \"exit_logic\": \"000660.KS\uac00 1,030,000~1,040,000\uc6d0 \uad6c\uac04\uc744 \uc774\ud0c8\ud558\uace0 \ube60\ub974\uac8c \ud68c\ubcf5\ud558\uc9c0 \ubabb\ud558\uba74 \ucd94\uac00 \ub9e4\uc218\ub294 \uc904\uc774\uac70\ub098 \ud53c\ud558\uc2ed\uc2dc\uc624. 10\uc77c EMA \ubd80\uadfc\uc778 \uc57d 993,000\uc6d0\uc744 \uba85\ud655\ud788 \ud558\ud68c\ud558\uba74 \uc804\uc220\uc801 \uc775\uc2a4\ud3ec\uc800\ub294 \uccad\uc0b0\ud558\uc2ed\uc2dc\uc624. VWMA/50\uc77c SMA \uc9c0\uc9c0\uc120\uc778 \uc57d 934,000~935,000\uc6d0\uc774 \ubb34\ub108\uc9c0\uac70\ub098, \uc2e4\uc801 \uac00\uc774\ub358\uc2a4\uac00 HBM \ubc0f \uba54\ubaa8\ub9ac \uac00\uaca9 \uac00\uc815\uc744 \uc57d\ud654\uc2dc\ud0a4\ub294 \uacbd\uc6b0\uc5d0\ub294 \uc911\uae30 \ud22c\uc790 \ub17c\ub9ac\ub97c \uc7ac\ud3c9\uac00\ud558\uc2ed\uc2dc\uc624.\",\n  \"position_sizing\": \"\uc2dc\uc7a5 \ubcf4\uace0\uc11c\uc5d0\uc11c ATR\uc774 \uc57d 65,221\uc6d0\uc73c\ub85c, \ud655\uc778\ub41c \ucd5c\uc2e0 \uc77c\uc77c \uc885\uac00\uc758 \uc57d 5.9%\uc5d0 \ud574\ub2f9\ud558\ubbc0\ub85c \ud3c9\uc18c\ubcf4\ub2e4 \uc791\uc740 \ud3ec\uc9c0\uc158 \ud06c\uae30\ub97c \uc0ac\uc6a9\ud558\uc138\uc694. \uc0ac\uc0c1 \ucd5c\uace0\uac00 \ubd80\uadfc\uc5d0\uc11c \uc804\ub7c9 \ucd94\uaca9 \ub9e4\uc218\ud558\uae30\ubcf4\ub2e4\ub294 \ubd84\ud560 \uc9c4\uc785\uc744 \uc120\ud638\ud569\ub2c8\ub2e4. \uae30\uc874 \ubcf4\uc720\uc790\ub294 \ube44\uc911 \ud655\ub300 \uc131\ud5a5\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc9c0\ub9cc, \uc9c0\uc9c0\uc120 \ub610\ub294 \ub3cc\ud30c\uc758 \uc9c8\uc774 \ud655\uc778\ub418\uae30 \uc804\uae4c\uc9c0\ub294 \uacf5\uaca9\uc801\uc778 \ucd94\uac00 \ub9e4\uc218\ub97c \ud53c\ud574\uc57c \ud569\ub2c8\ub2e4.\",\n  \"risk_limits\": \"\ubcc0\ub3d9\uc131 \uae30\ubc18 \uc190\uc808 \uae30\uc900\uc744 \uc0ac\uc6a9\ud574 \ub2e8\uc77c \ud3ec\uc9c0\uc158 \ub9ac\uc2a4\ud06c\ub97c \uc81c\ud55c\ud558\uace0, \ub2e8\uc21c\ud788 \uc881\uc740 \uba85\ubaa9 \uc190\uc808\uc120\uc5d0 \uc758\uc874\ud558\uc9c0 \ub9c8\uc2ed\uc2dc\uc624. \ubcf4\uace0\ub41c 2026-04-16 \uae30\uc900 \uac00\uaca9\uc5d0\uc11c KRW 1,030,000-1,040,000 \ubc0f KRW 993,000 \uad6c\uac04\uae4c\uc9c0 \ud1b5\uc0c1\uc801\uc778 8%-13% \ud558\ub77d \uc704\ud5d8\uc774 \uc788\ub2e4\uace0 \uac00\uc815\ud558\uc9c0 \uc54a\uc740 \ucc44 \ud3ec\uc9c0\uc158 \uaddc\ubaa8\ub97c \uc0b0\uc815\ud574\uc11c\ub294 \uc548 \ub429\ub2c8\ub2e4. \uc678\uad6d\uc778 \uc218\uae09 \ubc18\uc804, \uac70\ub798\ub7c9 \uc18c\uc9c4\uc744 \ub3d9\ubc18\ud55c RSI 70 \uc0c1\ud68c, \ub610\ub294 \ubd80\uc815\uc801\uc778 \ubc95\uc801/\uc218\ucd9c\ud1b5\uc81c \uad00\ub828 \uc804\uac1c\uac00 \ub098\ud0c0\ub098\uba74 \uc989\uc2dc \uc7ac\ud3c9\uac00\ud558\uc2ed\uc2dc\uc624.\",\n  \"catalysts\": [\n    \"000660.KS\uac00 \ubcf4\uace0\ub41c \uc0ac\uc0c1 \ucd5c\uace0\uac00 \ub3cc\ud30c \uc774\ud6c4 \uac70\ub798\ub7c9\uc744 \ub3d9\ubc18\ud574 1,100,000\uc6d0 \uc704\uc5d0\uc11c \uc885\uac00\ub97c \uacc4\uc18d \uc720\uc9c0\ud558\ub294\uc9c0 \uc5ec\ubd80\",\n    \"HBM, DRAM, NAND \uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ud798\uc785\uc740 \uc601\uc5c5\uc774\uc775 \ucd94\uac00 \uc0c1\ud5a5 \uc870\uc815\",\n    \"\uc678\uad6d\uc778 \uc21c\ub9e4\uc218\uac00 \uc9c0\uc18d\ub418\uace0 \uc678\uad6d\uc778 \ubcf4\uc720\uc728\uc774 \ubcf4\uace0\ub41c 56.42% \uc218\uc900\uc744 \uc0c1\ud68c\",\n    \"HBM \uc218\uc694, \uac00\uaca9, \ub9c8\uc9c4, \uace0\uac1d \uac00\uc2dc\uc131\uc5d0 \ub300\ud55c \uae0d\uc815\uc801\uc778 IR \ub610\ub294 \uc2e4\uc801 \ubc1c\ud45c \ucf54\uba58\ud130\ub9ac\",\n    \"ASML EUV \uc7a5\ube44 \uc720\uc785\uacfc \uc2e0\uaddc \ud339 \uac00\ub3d9 \ud655\ub300\uac00 \uace0\ubd80\uac00\uac00\uce58 \uc81c\ud488 \uc0dd\uc0b0\ub2a5\ub825\uc744 \ub4b7\ubc1b\uce68\"\n  ],\n  \"invalidators\": [\n    \"000660.KS\uac00 KRW 1,030,000~1,040,000 \uc544\ub798\uc5d0\uc11c \ub9c8\uac10\ud558\uace0 \ud574\ub2f9 \uad6c\uac04\uc744 \ud68c\ubcf5\ud558\uc9c0 \ubabb\ud568\",\n    \"\uc804\uc220\uc801 \ud3ec\uc9c0\uc158\uc758 \uacbd\uc6b0 10\uc77c EMA \ubd80\uadfc\uc778 \uc57d 993,000\uc6d0 \uc544\ub798\ub85c \uc774\ud0c8\",\n    \"KRW 934,000~935,000 \ubd80\uadfc\uc758 VWMA/50\uc77c SMA \uc9c0\uc9c0\uc120 \uc774\ud0c8\ub85c \uc911\uae30 \ud750\ub984\uc774 \ud6fc\uc190\ub418\uc5c8\uc74c\uc744 \uc2dc\uc0ac\",\n    \"\uba54\ubaa8\ub9ac \uac00\uaca9 \ub610\ub294 HBM \uc218\uc694 \ub370\uc774\ud130\uac00 \ud604\uc7ac\uc758 \uace0\ub9c8\uc9c4 \uc774\uc775 \uae30\ub300\uce58\ub97c \ub4b7\ubc1b\uce68\ud558\uc9c0 \ubabb\ud568\",\n    \"\uc0bc\uc131\uc804\uc790\uc640 000660.KS\uc5d0\uc11c \ucd5c\uadfc \uc9d1\uc911 \ub9e4\uc218\ub97c \ubcf4\uc600\ub358 \uc678\uad6d\uc778 \ud22c\uc790\uc790\ub4e4\uc774 \uc21c\ub9e4\ub3c4\ub85c \uc804\ud658\",\n    \"ITC \ud2b9\ud5c8, \uc218\ucd9c \ud1b5\uc81c \ub610\ub294 \uc9c0\uc815\ud559\uc801 \uc0ac\uac74\uc73c\ub85c \uc778\ud574 \uacf5\uae09\ub9dd\uc774\ub098 \uace0\uac1d \uad00\ub828 \uac00\uc815\uc774 \uc911\ub300\ud558\uac8c \ud6fc\uc190\ub418\ub294 \uacbd\uc6b0\"\n  ],\n  \"watchlist_triggers\": [\n    \"\ucd08\uae30 \uc9c4\uc785 \uad00\uc2ec \uc885\ubaa9\uc73c\ub85c \ucd94\uac00: 000660.KS\uac00 1,030,000~1,040,000\uc6d0\uc744 \uc7ac\uc2dc\ud5d8\ud558\uace0 \uac70\ub798\ub7c9\uc774 \uc548\uc815\ub418\uba70 \uc9c0\uc9c0\ub420 \uacbd\uc6b0\",\n    \"\uac70\ub798\ub7c9\uc774 \uc18c\uc9c4 \uc2e0\ud638\ucc98\ub7fc \ubcf4\uc774\uc9c0 \uc54a\ub294 \uac00\uc6b4\ub370 KRW 1,100,000~1,136,000\uc744 \ub2e4\uc2dc \uc885\uac00 \uae30\uc900\uc73c\ub85c \uc0c1\ud68c\ud55c \ub4a4\uc5d0\ub9cc \ubaa8\uba58\ud140 \uc9c4\uc785\uc744 \uace0\ub824\ud558\uc138\uc694.\",\n    \"RSI\uac00 70\uc5d0 \uc811\uadfc\ud558\uac70\ub098 \uc774\ub97c \ucd08\uacfc\ud558\ub294\uc9c0 \ubaa8\ub2c8\ud130\ub9c1\ud558\uc5ec \uc2e0\uaddc \ub9e4\uc218\ubcf4\ub2e4\ub294 \uc7a0\uc7ac\uc801 \ube44\uc911 \ucd95\uc18c \uc2dc\uc810\uc73c\ub85c \ud65c\uc6a9\ud558\uc138\uc694.\",\n    \"ATR\uc744 \ucd94\uc801\ud558\uc138\uc694. \uac00\uaca9\uc774 1,100,000\uc6d0 \uc704\uc5d0\uc11c \uc720\uc9c0\ub418\ub294 \ub3d9\uc548 \ubcc0\ub3d9\uc131\uc774 \ucd95\uc18c\ub418\uba74 \uc9c4\uc785 \ud488\uc9c8\uc774 \uac1c\uc120\ub429\ub2c8\ub2e4.\",\n    \"\ub2e4\uc74c \uc2e4\uc801 \ubc1c\ud45c, IR \uc5c5\ub370\uc774\ud2b8, \uba54\ubaa8\ub9ac \uac00\uaca9 \uc9c0\ud45c, HBM \uc8fc\ubb38 \uad00\ub828 \ubc1c\uc5b8, \ub9e4\ucd9c\ucc44\uad8c, \uc7ac\uace0, CAPEX \uac00\uc774\ub358\uc2a4\ub97c \uc8fc\uc2dc\ud558\uc138\uc694.\",\n    \"000660.KS\uc758 \uc678\uad6d\uc778 \ubcf4\uc720\uc728\uacfc \uc77c\ubcc4 \uc21c\ub9e4\uc218/\uc21c\ub9e4\ub3c4 \uc9d1\uc911\ub3c4\ub97c \ubaa8\ub2c8\ud130\ub9c1\ud558\uc138\uc694.\"\n  ],\n  \"data_coverage\": {\n    \"company_news_count\": 5,\n    \"disclosures_count\": 1,\n    \"social_source\": \"news_derived\",\n    \"macro_items_count\": 0\n  }\n}"
    },
    "trader_investment_decision": "{\n  \"rating\": \"OVERWEIGHT\",\n  \"portfolio_stance\": \"BULLISH\",\n  \"entry_action\": \"WAIT\",\n  \"setup_quality\": \"DEVELOPING\",\n  \"confidence\": 0.74,\n  \"time_horizon\": \"medium\",\n  \"entry_logic\": \"000660.KS\uc5d0 \ub300\ud574\uc11c\ub294 \uac74\uc124\uc801\uc778 \uc911\uae30 \uad00\uc810\uc744 \uc720\uc9c0\ud558\ub418, \ubcf4\ub3c4\ub41c \uc0ac\uc0c1 \ucd5c\uace0\uac00 \ubd80\uadfc\uc778 1,136,000\uc6d0 \uadfc\ucc98\uc758 \uc0c1\uc2b9 \ud750\ub984\uc744 \ucd94\uaca9 \ub9e4\uc218\ud558\uc9c0\ub294 \ub9c8\uc2ed\uc2dc\uc624. \uac00\uaca9\uc774 1,030,000~1,040,000\uc6d0\uc744 \uc7ac\uc2dc\ud5d8\ud55c \ub4a4 \uac70\ub798\ub7c9\uc774 \uc548\uc815\ub418\ub294 \uac00\uc6b4\ub370 \uc9c0\uc9c0\ub825\uc744 \ud655\uc778\ud558\uac70\ub098, \uacfc\uc5f4\uc801\uc774\uc9c0 \uc54a\uc73c\uba74\uc11c\ub3c4 \uac15\ud55c \uac70\ub798\ub7c9\uc744 \ub3d9\ubc18\ud574 1,100,000~1,136,000\uc6d0 \uc704\uc5d0\uc11c \ub2e4\uc2dc \uc885\uac00\ub97c \ud615\uc131\ud558\uba70 \ubaa8\uba58\ud140\uc744 \ud655\uc778\ud560 \ub54c\uc5d0\ub9cc \uc2e0\uaddc \uc9c4\uc785 \ub610\ub294 \ucd94\uac00 \ub9e4\uc218\ub97c \uace0\ub824\ud558\uc2ed\uc2dc\uc624. \uae30\uc874 \ubcf4\uc720\uc790\ub294 \ube44\uc911 \ud655\ub300 \uc0c1\ud0dc\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\uc9c0\ub9cc, \uac00\uaca9\uc774 \uacfc\ub3c4\ud558\uac8c \ubed7\uc740 \uad6c\uac04\uc5d0\uc11c \uacf5\uaca9\uc801\uc73c\ub85c \ucd94\uac00 \ub9e4\uc218\ud558\ub294 \uac83\uc740 \ud53c\ud558\ub294 \uac83\uc774 \uc88b\uc2b5\ub2c8\ub2e4.\",\n  \"exit_logic\": \"000660.KS\uac00 1,030,000~1,040,000\uc6d0 \uad6c\uac04\uc744 \uc774\ud0c8\ud55c \ub4a4 \ube60\ub974\uac8c \ud68c\ubcf5\ud558\uc9c0 \ubabb\ud558\uba74 \uc2e0\uaddc \ub9e4\uc218\ub294 \ud53c\ud558\uace0 \uc804\uc220\uc801 \ub178\ucd9c\uc744 \uc904\uc774\uc138\uc694. 10\uc77c EMA \ubd80\uadfc\uc778 \uc57d 993,000\uc6d0\uc744 \uacb0\uc815\uc801\uc73c\ub85c \ud558\ud5a5 \uc774\ud0c8\ud558\uba74 \uc804\uc220\uc801 \ud3ec\uc9c0\uc158\uc740 \uccad\uc0b0\ud558\uc138\uc694. VWMA/50\uc77c SMA \uc9c0\uc9c0\uc120\uc778 \uc57d 934,000~935,000\uc6d0 \uad6c\uac04\uc774 \ubb34\ub108\uc9c0\uac70\ub098, \uc2e4\uc801 \uad00\ub828 \ucf54\uba58\ud2b8\uc5d0\uc11c HBM, DRAM, NAND \uac00\uaca9 \ub610\ub294 \ub9c8\uc9c4 \uae30\ub300\uac00 \uc57d\ud654\ub420 \uacbd\uc6b0 \uc911\uae30 \ube44\uc911 \ud655\ub300 \ub17c\ub9ac\ub97c \uc7ac\ud3c9\uac00\ud558\uc138\uc694.\",\n  \"position_sizing\": \"\ubcc0\ub3d9\uc131\uc774 \ub192\uc544\uc9c4 \ub9cc\ud07c \ub2e8\uacc4\uc801 \uc9c4\uc785\uacfc \ud3c9\uc18c\ubcf4\ub2e4 \uc791\uc740 \ud3ec\uc9c0\uc158 \uaddc\ubaa8\ub97c \uc0ac\uc6a9\ud558\uc138\uc694. ATR\uc740 \uc57d KRW 65,221\ub85c, \ucd5c\uadfc \ubcf4\uace0\ub41c \uc885\uac00\uc758 \uc57d 5.9% \uc218\uc900\uc785\ub2c8\ub2e4. \uc2e0\uaddc \uc790\uae08\uc740 \ud655\uc778\ub41c \ub20c\ub9bc\ubaa9 \uc9c0\uc9c0 \ub610\ub294 \ub3cc\ud30c \uc9c0\uc18d \uc2e0\ud638\uac00 \uc788\uc744 \ub54c\ub9cc \uc2dc\uc791\ud558\uace0, \uc0ac\uc0c1 \ucd5c\uace0\uac00 \ubd80\uadfc\uc5d0\uc11c \uc804\ub7c9 \uaddc\ubaa8\ub85c \uc9c4\uc785\ud558\ub294 \uac83\uc740 \ud53c\ud558\uc138\uc694. \uae30\uc874 \ubcf4\uc720\uc790\ub294 \ube44\uc911 \ud655\ub300 \uc0c1\ud0dc\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\uc9c0\ub9cc, \ud655\uc778\ub41c \ud2b8\ub9ac\uac70\uac00 \ubc1c\uc0dd\ud560 \ub54c\ub97c \ub300\ube44\ud574 \ucd94\uac00 \ub9e4\uc218 \uc5ec\ub825\uc744 \ub0a8\uaca8\ub450\ub294 \uac83\uc774 \uc88b\uc2b5\ub2c8\ub2e4.\",\n  \"risk_limits\": \"\ub2e8\uc77c \ud3ec\uc9c0\uc158 \ub9ac\uc2a4\ud06c\ub294 \ubcc0\ub3d9\uc131 \uae30\ubc18 \uc190\uc808 \uae30\uc900\uc73c\ub85c \uc81c\ud55c\ud558\uace0, \ubcf4\uace0\ub41c 1,136,000\uc6d0 \ubd80\uadfc\uc5d0\uc11c 1,030,000~1,040,000\uc6d0 \ubc0f 993,000\uc6d0\uc744 \ud5a5\ud558\ub294 \ucd5c\uc18c 8%~13%\uc758 \uc77c\ubc18\uc801\uc778 \ud558\ub77d \ub9ac\uc2a4\ud06c\ub97c \uac00\uc815\ud558\uc2ed\uc2dc\uc624. \uc678\uad6d\uc778 \uc218\uae09 \ubc18\uc804, \uac70\ub798\ub7c9 \uc18c\uc9c4\uc744 \ub3d9\ubc18\ud55c RSI 70 \ucd08\uacfc, \ubd88\ub9ac\ud55c \ubc95\uc801/\uc218\ucd9c\ud1b5\uc81c \uad00\ub828 \uc804\uac1c, \ub610\ub294 AI/HBM \uc218\uc694 \uac00\uc815\uc744 \uc57d\ud654\uc2dc\ud0a4\ub294 \uac00\uc774\ub358\uc2a4\uac00 \ub098\ud0c0\ub098\uba74 \uc989\uc2dc \uc7ac\ud3c9\uac00\ud558\uc2ed\uc2dc\uc624.\",\n  \"catalysts\": [\n    \"000660.KS\uac00 \uc0ac\uc0c1 \ucd5c\uace0\uac00 \ub3cc\ud30c \uc774\ud6c4 \uc591\ud638\ud55c \uac70\ub798\ub7c9\uc744 \ub3d9\ubc18\ud558\uba70 1,100,000\uc6d0\uc744 \uc6c3\ub3c4\ub294 \uc885\uac00\ub97c \uc720\uc9c0\",\n    \"HBM, DRAM, NAND \uac00\uaca9 \uac15\uc138\uc5d0 \ub530\ub978 \uc2e4\uc801 \uc804\ub9dd \uc0c1\ud5a5\",\n    \"\uc678\uad6d\uc778 \uc21c\ub9e4\uc218\uac00 \uc9c0\uc18d\ub418\uace0, \uc678\uad6d\uc778 \ubcf4\uc720\uc728\uc774 \ubcf4\uace0\ub41c 56.42% \uc218\uc900\uc5d0 \uadfc\uc811\ud558\uac70\ub098 \uadf8 \uc774\uc0c1\uc744 \uc720\uc9c0\",\n    \"HBM \uc218\uc694, \uac00\uaca9, \ub9c8\uc9c4, \uace0\uac1d \uac00\uc2dc\uc131\uc5d0 \ub300\ud55c \uae0d\uc815\uc801\uc778 \uc2e4\uc801 \ubc1c\ud45c \ub610\ub294 IR \ucf54\uba58\ud2b8\",\n    \"ASML EUV \uc7a5\ube44 \ubc18\uc785\uacfc \ud339 \ub7a8\ud504\uc5c5 \uc9c4\ud589\uc774 \uace0\ubd80\uac00\uac00\uce58 \uc0dd\uc0b0\ub2a5\ub825\uc744 \ub4b7\ubc1b\uce68\"\n  ],\n  \"invalidators\": [\n    \"000660.KS\uac00 1,030,000~1,040,000\uc6d0 \uc544\ub798\uc5d0\uc11c \ub9c8\uac10\ud558\uace0 \ud574\ub2f9 \uc9c0\uc9c0 \uad6c\uac04\uc744 \ud68c\ubcf5\ud558\uc9c0 \ubabb\ud558\ub294 \uacbd\uc6b0\",\n    \"\uc804\uc220\uc801 \uc775\uc2a4\ud3ec\uc800\uc758 \uacbd\uc6b0 10\uc77c EMA \uad6c\uac04\uc778 \uc57d 993,000\uc6d0 \uc544\ub798\ub85c \ud655\uc2e4\ud788 \uc774\ud0c8\",\n    \"KRW 934,000~935,000 \ubd80\uadfc\uc758 VWMA/50\uc77c SMA \uc9c0\uc9c0\uc120 \uc774\ud0c8\",\n    \"\uba54\ubaa8\ub9ac \uac00\uaca9 \ub610\ub294 HBM \uc218\uc694 \ub370\uc774\ud130\uac00 \uace0\ub9c8\uc9c4 \uc774\uc775 \uae30\ub300\ub97c \ub4b7\ubc1b\uce68\ud558\uc9c0 \ubabb\ud568\",\n    \"\uc678\uad6d\uc778 \ud22c\uc790\uc790 \ub9e4\ub3c4\uac00 \ucd5c\uadfc \uc21c\ub9e4\uc218\ub97c \ub300\uccb4\ud568\",\n    \"ITC \ud2b9\ud5c8, \uc218\ucd9c \ud1b5\uc81c \ub610\ub294 \uc9c0\uc815\ud559\uc801 \uc0ac\uac74\uc73c\ub85c \uc778\ud574 \uacf5\uae09\ub9dd\uc774\ub098 \uace0\uac1d \uad00\ub828 \uac00\uc815\uc774 \uc911\ub300\ud558\uac8c \ud6fc\uc190\ub418\ub294 \uacbd\uc6b0\"\n  ],\n  \"watchlist_triggers\": [\n    \"000660.KS\uac00 KRW 1,030,000~1,040,000 \uad6c\uac04\uc744 \ub2e4\uc2dc \ud14c\uc2a4\ud2b8\ud55c \ub4a4 \uac70\ub798\ub7c9\uc774 \uc548\uc815\ub418\uba70 \uc9c0\uc9c0\ub420 \uacbd\uc6b0 \ucd08\uae30 \uc9c4\uc785\",\n    \"\uac15\ud55c \ube44\uc18c\uc9c4\uc131 \uac70\ub798\ub7c9\uc744 \ub3d9\ubc18\ud574 KRW 1,100,000-1,136,000\uc744 \ub2e4\uc2dc \uc885\uac00 \uae30\uc900\uc73c\ub85c \uc0c1\ud68c\ud55c \uc774\ud6c4\uc5d0\ub9cc \ubaa8\uba58\ud140 \uc9c4\uc785\",\n    \"RSI\uac00 70\uc5d0 \uac00\uae4c\uc6cc\uc9c0\uac70\ub098 70\uc744 \ub118\uc5b4\uc11c\uba74\uc11c \uac70\ub798\ub7c9 \ub454\ud654\uac00 \ub098\ud0c0\ub098\uba74 \uc2e0\uaddc \ub9e4\uc218\ub294 \ucd95\uc18c\ud558\uac70\ub098 \ubbf8\ub8e8\uc138\uc694.\",\n    \"\uc9c4\uc785\uc758 \uc9c8\uc740 \uac00\uaca9\uc774 KRW 1,100,000 \uc704\ub97c \uc720\uc9c0\ud558\ub294 \uac00\uc6b4\ub370 \ubcc0\ub3d9\uc131\uc774 \ucd95\uc18c\ub420 \ub54c \uac1c\uc120\ub429\ub2c8\ub2e4.\",\n    \"\ub2e4\uc74c \uc2e4\uc801 \ubc1c\ud45c, IR \uc5c5\ub370\uc774\ud2b8, \uba54\ubaa8\ub9ac \uac00\uaca9 \uc9c0\ud45c, HBM \uc8fc\ubb38 \uad00\ub828 \ucf54\uba58\ud2b8, \uc7ac\uace0, \ub9e4\ucd9c\ucc44\uad8c, CAPEX \uac00\uc774\ub358\uc2a4\ub97c \ubaa8\ub2c8\ud130\ub9c1\ud558\uc138\uc694.\",\n    \"000660.KS\uc758 \uc678\uad6d\uc778 \uc9c0\ubd84\uc728\uacfc \uc77c\ubcc4 \uc21c\ub9e4\uc218/\uc21c\ub9e4\ub3c4 \uc9d1\uc911\ub3c4\ub97c \ucd94\uc801\ud558\uc138\uc694.\"\n  ],\n  \"data_coverage\": {\n    \"company_news_count\": 5,\n    \"disclosures_count\": 1,\n    \"social_source\": \"news_derived\",\n    \"macro_items_count\": 0\n  }\n}",
    "risk_debate_state": {
        "aggressive_history": "\nAggressive Analyst: \uacf5\uaca9\uc801 \uad00\uc810\uc5d0\uc11c \ubcf4\uba74 \uc774 \ube44\uc911 \ud655\ub300/BULLISH \ud310\ub2e8\uc740 \uc624\ud788\ub824 \ucda9\ubd84\ud788 \uc808\uc81c\ub41c \ucabd\uc785\ub2c8\ub2e4. \ubcf4\uc218\u00b7\uc911\ub9bd \uce21\uc758 \uad6c\uccb4 \ubc18\ub860\uc774 \uc81c\uc2dc\ub418\uc9c0\ub294 \uc54a\uc558\uc9c0\ub9cc, \uadf8\ub4e4\uc774 \uc81c\uae30\ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc740 \u201c\uc2e0\uace0\uac00 \ubd80\ub2f4\u201d, \u201c\ubcc0\ub3d9\uc131 \uacfc\ub2e4\u201d, \u201cAI/HBM \uae30\ub300 \uacfc\uc5f4\u201d, \u201c\uc678\uad6d\uc778 \uc218\uae09 \uc758\uc874\u201d, \u201cCAPEX \ubd80\ub2f4\u201d \ub17c\ub9ac\ub294 \ud604\uc7ac \ub370\uc774\ud130 \uc55e\uc5d0\uc11c\ub294 \uae30\ud68c\ube44\uc6a9\uc744 \uacfc\uc18c\ud3c9\uac00\ud558\ub294 \uc8fc\uc7a5\uc785\ub2c8\ub2e4.\n\n\uba3c\uc800 \uc2e0\uace0\uac00 \ubd80\ub2f4\ub860\uc740 \uac00\uc7a5 \uc804\ud615\uc801\uc778 \ud6c4\ud589\uc801 \uacf5\ud3ec\uc785\ub2c8\ub2e4. 000660.KS\ub294 2026-03-31 \uc800\uc810 807,000\uc6d0\uc5d0\uc11c 2026-04-14 \uc885\uac00 1,103,000\uc6d0\uae4c\uc9c0 \ud68c\ubcf5\ud588\uace0, 2026-02-26 \uace0\uc810\uad8c 1,099,000\uc6d0\uc744 \uc885\uac00 \uae30\uc900\uc73c\ub85c \uc7ac\ub3cc\ud30c\ud588\uc2b5\ub2c8\ub2e4. \uc774\uac83\uc740 \ub2e8\uc21c \ubc18\ub4f1\uc774 \uc544\ub2c8\ub77c \uace0\ubcc0\ub3d9\uc131 \uc0c1\uc2b9 \uc7ac\uac1c\uc785\ub2c8\ub2e4. MACD\ub294 2026-04-07 -10,147.74\uc5d0\uc11c 2026-04-14 29,769.78\ub85c \uae09\uc804\ud658\ud588\uace0, MACD \ud788\uc2a4\ud1a0\uadf8\ub7a8\ub3c4 -10,021.65\uc5d0\uc11c 18,091.71\ub85c \uac1c\uc120\ub410\uc2b5\ub2c8\ub2e4. \ubcf4\uc218\uc801 \uc2dc\uac01\uc740 \u201c\ub108\ubb34 \uc62c\ub790\ub2e4\u201d\uc5d0 \uc9d1\ucc29\ud558\uc9c0\ub9cc, \uacf5\uaca9\uc801 \uad00\uc810\uc740 \u201c\uc774\uc804 \uace0\uc810\uc744 \ub2e4\uc2dc \uba39\uace0 \ucd94\uc138\uac00 \uc7ac\uac00\uc18d\ub410\ub2e4\u201d\ub294 \uc0ac\uc2e4\uc744 \ubd05\ub2c8\ub2e4. \uc2e0\uace0\uac00\ub294 \uc704\ud5d8\uc774 \uc544\ub2c8\ub77c \uc218\uae09\uacfc \uc2e4\uc801 \uae30\ub300\uac00 \ub3d9\uc2dc\uc5d0 \uac00\uaca9\uc744 \uc7ac\ud3c9\uac00\ud558\uace0 \uc788\ub2e4\ub294 \uc99d\uac70\uc785\ub2c8\ub2e4.\n\n\ubcc0\ub3d9\uc131 \uc6b0\ub824\ub3c4 \ubc29\ud5a5\uc131\uc744 \ubb34\uc2dc\ud55c \uc808\ubc18\uc9dc\ub9ac \ud574\uc11d\uc785\ub2c8\ub2e4. ATR\uc774 \uc57d 65,221\uc6d0, \uc885\uac00 \ub300\ube44 5.9%\ub77c\ub294 \uc810\uc740 \ub9de\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uace0\ubca0\ud0c0 1.751\uc758 \uba54\ubaa8\ub9ac \ub300\ud45c\uc8fc\uc5d0\uc11c \ud070 \uc218\uc775\uc740 \ubc14\ub85c \uc774\ub7f0 \ubcc0\ub3d9\uc131\uc5d0\uc11c \ub098\uc635\ub2c8\ub2e4. \uc190\uc808\uc744 \ub108\ubb34 \uc881\uac8c \uc7a1\uc73c\uba74 \ud754\ub4e4\ub9bc\uc5d0 \ud138\ub9ac\ub294 \uac83\uc774\uace0, \uc544\uc608 \uae30\ub2e4\ub9ac\uae30\ub9cc \ud558\uba74 \uc8fc\ub3c4\uc8fc \ub7a0\ub9ac\ub97c \ub193\uce69\ub2c8\ub2e4. \uadf8\ub798\uc11c \ud2b8\ub808\uc774\ub354\uc758 \u201cWAIT but \ube44\uc911 \ud655\ub300\u201d\ub294 \uc801\uc808\ud569\ub2c8\ub2e4. \uae30\uc874 \ubcf4\uc720\uc790\ub294 \uacf5\uaca9\uc801\uc73c\ub85c \uc624\ubc84\uc6e8\uc774\ud2b8\ub97c \uc720\uc9c0\ud558\uace0, \uc2e0\uaddc \uc790\uae08\uc740 1,030,000~1,040,000\uc6d0 \uc9c0\uc9c0 \ud655\uc778 \ub610\ub294 1,100,000~1,136,000\uc6d0 \uc0c1\ub2e8 \uc7ac\ub3cc\ud30c \ud655\uc778\uc5d0 \ub9de\ucdb0 \ub4e4\uc5b4\uac00\uba74 \ub429\ub2c8\ub2e4. \uc704\ud5d8\uc744 \ud53c\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c, \ubcc0\ub3d9\uc131\uc744 \uc774\uc6a9\ud574 \uc9c4\uc785 \ud488\uc9c8\uc744 \ub192\uc774\ub294 \uc804\ub7b5\uc785\ub2c8\ub2e4.\n\nAI/HBM \uae30\ub300\uac00 \uacfc\uc5f4\ub410\ub2e4\ub294 \uc911\ub9bd\uc801 \uacbd\uacc4\ub3c4 \uc9c0\ub098\uce58\uac8c \ubc29\uc5b4\uc801\uc785\ub2c8\ub2e4. \ud604\uc7ac \uc11c\uc0ac\ub294 \ub2e8\uc21c \ud14c\ub9c8\uac00 \uc544\ub2d9\ub2c8\ub2e4. 2025-12-31 \ubd84\uae30 \ub9e4\ucd9c\uc740 32.8\uc870\uc6d0, \uc601\uc5c5\uc774\uc775\uc740 19.2\uc870\uc6d0\uc73c\ub85c \uc9c1\uc804 \ubd84\uae30 \ub300\ube44 \ud070 \ud3ed\uc73c\ub85c \ub6f0\uc5c8\uc2b5\ub2c8\ub2e4. \uc601\uc5c5\ud604\uae08\ud750\ub984\uc740 20.9\uc870\uc6d0, \uc790\uc720\ud604\uae08\ud750\ub984\uc740 8.6\uc870\uc6d0\uc785\ub2c8\ub2e4. \uc120\ud589 PER\uc774 4.39 \uc218\uc900\uc73c\ub85c \ud45c\uc2dc\ub41c\ub2e4\ub294 \uc810\uc744 \uac10\uc548\ud558\uba74, \uc2dc\uc7a5\uc774 \uacfc\ub3c4\ud55c \uafc8\ub9cc \uc0ac\uace0 \uc788\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc774\ubbf8 \uc774\uc775\uc774 \ud3ed\ubc1c\ud558\uace0 \uc788\ub294\ub370\ub3c4 \uba40\ud2f0\ud50c\uc740 \uc5ec\uc804\ud788 \ub0ae\uac8c \ubcf4\uc774\ub294 \uad6c\uac04\uc785\ub2c8\ub2e4. \ubcf4\uc218\ub860\uc774 \u201c\uae30\ub300\uac00 \uac00\uaca9\uc5d0 \ubc18\uc601\ub410\ub2e4\u201d\uace0 \ub9d0\ud560 \ub54c, \uacf5\uaca9\uc801 \uad00\uc810\uc740 \u201c\uc774\uc775 \ucd94\uc815\uce58\uac00 \uc544\uc9c1 \ub530\ub77c \uc62c\ub77c\uc624\ub294 \uc911\u201d\uc774\ub77c\uace0 \ubd10\uc57c \ud569\ub2c8\ub2e4.\n\n\uc678\uad6d\uc778 \uc218\uae09 \uc758\uc874\uc744 \uc704\ud5d8\uc73c\ub85c\ub9cc \ubcf4\ub294 \uac83\ub3c4 \ud2c0\ub838\uc2b5\ub2c8\ub2e4. 4\uc6d4 \ub4e4\uc5b4 \uc678\uad6d\uc778\uc774 \ud55c\uad6d \uc8fc\uc2dd\u00b7\ucc44\uad8c\uc744 \uc57d 8\uc870\uc6d0 \uc21c\ub9e4\uc218\ud588\uace0, \ucf54\uc2a4\ud53c\uc5d0\uc11c 5\uc870\uc6d0 \uc774\uc0c1 \uc21c\ub9e4\uc218\ud588\uc73c\uba70, \uc0bc\uc131\uc804\uc790\uc640 000660.KS\uc5d0 \uc21c\ub9e4\uc218\uc758 \uc57d 90%\uac00 \uc9d1\uc911\ub410\ub2e4\ub294 \ubcf4\ub3c4\ub294 \ub2e8\uae30 \uc218\uae09\uc744 \ub118\uc5b4 \uc8fc\ub3c4\uc8fc \uc9c0\uc704\uc758 \ud655\uc778\uc785\ub2c8\ub2e4. \uc678\uad6d\uc778 \ubcf4\uc720\uc728 56.42%\ub294 \ubd80\ub2f4\uc774 \uc544\ub2c8\ub77c \uae00\ub85c\ubc8c \uc790\uae08\uc774 \uc774 \uc885\ubaa9\uc744 \ud55c\uad6d AI \uba54\ubaa8\ub9ac \uc0ac\uc774\ud074\uc758 \ud575\uc2ec \ubca0\ud305\uc73c\ub85c \ubcf8\ub2e4\ub294 \uc2e0\ud638\uc785\ub2c8\ub2e4. \uc218\uae09\uc774 \uc9d1\uc911\ub41c \uc885\ubaa9\uc740 \ub418\ub3cc\ub9bc\ub3c4 \ud06c\uc9c0\ub9cc, \ucd94\uc138\uac00 \uc720\uc9c0\ub420 \ub54c\ub294 \uc2dc\uc7a5 \ud3c9\uade0\uc744 \uc555\ub3c4\ud569\ub2c8\ub2e4. \uacf5\uaca9\uc801 \ub9ac\uc2a4\ud06c \uc560\ub110\ub9ac\uc2a4\ud2b8\ub77c\uba74 \ubc14\ub85c \uc774\ub7f0 \ube44\ub300\uce6d \uad6c\uac04\uc744 \uc120\ud638\ud574\uc57c \ud569\ub2c8\ub2e4.\n\nCAPEX \ud655\ub300\uc640 ASML EUV \uc7a5\ube44 \ubc18\uc785\uc5d0 \ub300\ud55c \uc6b0\ub824\ub3c4 \uc9c0\ub098\uce58\uac8c \ud68c\uacc4\uc801\uc785\ub2c8\ub2e4. \uc124\ube44\ud22c\uc790 -12.2\uc870\uc6d0\uc740 \ub2e8\uae30 \ud604\uae08\ud750\ub984 \ubd80\ub2f4\uc774 \ub420 \uc218 \uc788\uc9c0\ub9cc, HBM\uacfc \uc120\ub2e8 \uba54\ubaa8\ub9ac \uacbd\uc7c1\uc5d0\uc11c \uc0dd\uc0b0\ub2a5\ub825\uacfc \uae30\uc220 \uc6b0\uc704\ub294 \uace7 \uac00\uaca9 \uacb0\uc815\ub825\uc785\ub2c8\ub2e4. \uc2e0\uaddc \ud339 \uac00\ub3d9\uacfc EUV \ubc18\uc785\uc740 \ube44\uc6a9 \uc99d\uac00\uac00 \uc544\ub2c8\ub77c \uace0\ubd80\uac00 \uc81c\ud488 \uacf5\uae09 \ud655\ub300\ub97c \uc704\ud55c \ubb34\uae30\uc785\ub2c8\ub2e4. \uc218\uc694\uac00 \uc57d\ud55c \uc0b0\uc5c5\uc5d0\uc11c\ub294 CAPEX\uac00 \uc704\ud5d8\uc774\uc9c0\ub9cc, AI \uc778\ud504\ub77c\uc640 HBM \uc218\uc694\uac00 \uac15\ud55c \uad6c\uac04\uc5d0\uc11c\ub294 CAPEX\uac00 \ub2e4\uc74c \uc774\uc775 \ub808\ubc84\ub9ac\uc9c0\uc758 \uae30\ubc18\uc785\ub2c8\ub2e4.\n\nRSI 62.49\ub3c4 \uc544\uc9c1 \uacfc\uc5f4 \ubc18\ub860\uc744 \uc57d\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. 70 \uc774\uc0c1\uc774\uba74 \uc77c\ubd80 \ucc28\uc775\uc2e4\ud604\uc744 \ub17c\ud560 \uc218 \uc788\uc9c0\ub9cc, \ud604\uc7ac\ub294 \uacfc\ub9e4\uc218 \uc804 \ub2e8\uacc4\uc785\ub2c8\ub2e4. 10 EMA 993,185\uc6d0, 50 SMA 934,716\uc6d0, 200 SMA 565,999\uc6d0\uc744 \ubaa8\ub450 \ud06c\uac8c \uc0c1\ud68c\ud558\uace0 \uc788\uace0, VWMA 934,598\uc6d0\ubcf4\ub2e4\ub3c4 \ud6e8\uc52c \uc704\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \uac00\uaca9, \ucd94\uc138, \uac70\ub798\ub7c9, \ubaa8\uba58\ud140\uc774 \ubaa8\ub450 \uac19\uc740 \ubc29\ud5a5\uc744 \uac00\ub9ac\ud0a4\uace0 \uc788\ub294\ub370 \ub2e8\uc9c0 \u201c\ub9ce\uc774 \uc62c\ub790\ub2e4\u201d\ub294 \uc774\uc720\ub85c \ube44\uc911\uc744 \ub0ae\ucd94\ub294 \uac83\uc740 \uc8fc\ub3c4\uc8fc \uad6d\uba74\uc5d0\uc11c \uac00\uc7a5 \ube44\uc2fc \uc2e4\uc218\uc785\ub2c8\ub2e4.\n\n\ubb3c\ub860 \ubb34\uc791\uc815 \ucd94\uaca9 \ub9e4\uc218\ud558\uc790\ub294 \ub73b\uc740 \uc544\ub2d9\ub2c8\ub2e4. \ud2b8\ub808\uc774\ub354\uc758 \uacb0\uc815\ucc98\ub7fc \uc2e0\uaddc \uc9c4\uc785\uc740 1,030,000~1,040,000\uc6d0 \uc9c0\uc9c0 \ud655\uc778 \ub610\ub294 1,100,000~1,136,000\uc6d0 \uc704 \uc7ac\uc548\ucc29 \ud655\uc778\uc744 \uae30\ub2e4\ub9ac\ub294 \uac83\uc774 \ub9de\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ud575\uc2ec\uc740 WAIT\uac00 \uc911\ub9bd\uc774 \uc544\ub2c8\ub77c \uacf5\uaca9\uc801 \uc624\ubc84\uc6e8\uc774\ud2b8\ub97c \ub354 \uc88b\uc740 \uac00\uaca9 \ub610\ub294 \ub354 \uac15\ud55c \ub3cc\ud30c \ud655\uc778\uc5d0 \uc2e3\uae30 \uc704\ud55c \uc804\uc220\uc801 \ub300\uae30\ub77c\ub294 \uc810\uc785\ub2c8\ub2e4. \uae30\uc874 \ubcf4\uc720\uc790\ub294 \ud754\ub4e4\ub9b4 \uc774\uc720\uac00 \uc5c6\uc2b5\ub2c8\ub2e4. \uc624\ud788\ub824 1,150,000~1,200,000\uc6d0 \ud655\uc7a5 \ubaa9\ud45c\uac00 \uc5f4\ub824 \uc788\uace0, \uc774\uc775 \uc0c1\ud5a5, \uc678\uad6d\uc778 \ub9e4\uc218, HBM \uc218\uc694, EUV/\ud339 \uc9c4\uc804\uc774 \ub3d9\uc2dc\uc5d0 \ubd99\uc5b4 \uc788\ub294 \uad6d\uba74\uc5d0\uc11c\ub294 \uc704\ud5d8\uc744 \uac10\uc218\ud558\uc9c0 \uc54a\ub294 \ucabd\uc774 \ub354 \ud070 \uc704\ud5d8\uc785\ub2c8\ub2e4.\n\n\ub530\ub77c\uc11c \uc800\ub294 \uc774 \uacb0\uc815\uc744 \uac15\ud558\uac8c \uc9c0\uc9c0\ud569\ub2c8\ub2e4. \ubcf4\uc218\uc801 \uc2dc\uac01\uc740 \ud558\ub77d \uac00\ub2a5\uc131\uc744 \uc798 \ubcf4\uc9c0\ub9cc \uc0c1\uc2b9 \uc7ac\ud3c9\uac00\uc758 \uc18d\ub3c4\ub97c \uacfc\uc18c\ud3c9\uac00\ud569\ub2c8\ub2e4. \uc911\ub9bd\uc801 \uc2dc\uac01\uc740 \uade0\ud615\uc744 \ub9d0\ud558\uc9c0\ub9cc \uc8fc\ub3c4\uc8fc\uc5d0\uc11c\ub294 \uade0\ud615\uc774 \uace7 \uae30\ud68c \uc190\uc2e4\uc774 \ub429\ub2c8\ub2e4. 000660.KS\ub294 \ud604\uc7ac \ub2e8\uc21c \ud68c\ubcf5\uc8fc\uac00 \uc544\ub2c8\ub77c AI \uba54\ubaa8\ub9ac \uc0ac\uc774\ud074\uc758 \uace0\ubca0\ud0c0 \ud575\uc2ec\uc8fc\uc774\uba70, \uc774 \uad6c\uac04\uc5d0\uc11c \ucd5c\uc120\uc758 \uc804\ub7b5\uc740 \ub9ac\uc2a4\ud06c\ub97c \uc5c6\uc560\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc624\ubc84\uc6e8\uc774\ud2b8\ub97c \uc720\uc9c0\ud558\ub418 \ubcc0\ub3d9\uc131 \uae30\ubc18\uc73c\ub85c \uc9c4\uc785\uacfc \uc190\uc808\uc744 \uc815\uad50\ud558\uac8c \uc124\uacc4\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.",
        "conservative_history": "\nConservative Analyst: \uacf5\uaca9\uc801 \uc560\ub110\ub9ac\uc2a4\ud2b8\uc758 \uc8fc\uc7a5\uc740 \uc0c1\uc2b9 \ubaa8\uba58\ud140\uc744 \uc798 \ud3ec\ucc29\ud558\uc9c0\ub9cc, \ubcf4\uc218\uc801 \ub9ac\uc2a4\ud06c \uad00\uc810\uc5d0\uc11c\ub294 \ubc14\ub85c \uadf8 \uc9c0\uc810\uc774 \uac00\uc7a5 \uc704\ud5d8\ud569\ub2c8\ub2e4. \uc774 \uc885\ubaa9\uc758 \ud575\uc2ec \uc704\ud5d8\uc740 \u201c\ucd94\uc138\uac00 \uc5c6\ub2e4\u201d\uac00 \uc544\ub2c8\ub77c \u201c\uc88b\uc740 \ub274\uc2a4\uc640 \uac15\ud55c \uc218\uae09\uc774 \uc774\ubbf8 \uac00\uaca9\uacfc \uae30\ub300\uce58\uc5d0 \uacfc\ub3c4\ud558\uac8c \uc555\ucd95 \ubc18\uc601\ub41c \uc0c1\ud0dc\uc5d0\uc11c, \ubcc0\ub3d9\uc131\uc774 \uc190\uc2e4\uc744 \ube60\ub974\uac8c \ud655\ub300\ud560 \uc218 \uc788\ub2e4\u201d\ub294 \uc810\uc785\ub2c8\ub2e4.\n\n\uba3c\uc800 \uc2e0\uace0\uac00\uac00 \uc704\ud5d8\uc774 \uc544\ub2c8\ub77c \uc7ac\ud3c9\uac00\uc758 \uc99d\uac70\ub77c\ub294 \uc8fc\uc7a5\uc5d0\ub294 \ub3d9\uc758\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. 2026-04-14 \ud655\uc778 \uc885\uac00\uac00 1,103,000\uc6d0\uc774\uace0 2026-04-16 \ubcf4\ub3c4\uc0c1 1,136,000\uc6d0 \ub9c8\uac10, \uc7a5\uc911 1,173,000~1,175,000\uc6d0 \uc0ac\uc0c1 \ucd5c\uace0\uac00\uac00 \uc5b8\uae09\ub410\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 2026-03-31 \uc800\uc810 807,000\uc6d0\uc5d0\uc11c \ubd88\uacfc \ubcf4\ub984 \ub0a8\uc9d3 \ub9cc\uc5d0 1,100,000\uc6d0\ub300\ub97c \ud68c\ubcf5\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uac15\ud55c \ucd94\uc138\uc774\uae30\ub3c4 \ud558\uc9c0\ub9cc, \ub3d9\uc2dc\uc5d0 \ub2e8\uae30 \uae30\ub300\uac00 \ub9e4\uc6b0 \ube60\ub974\uac8c \uac00\uaca9\uc5d0 \ubc18\uc601\ub410\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4. \ud2b9\ud788 2026-04-15 \uac70\ub798\uc77c \ub370\uc774\ud130\uac00 \uc81c\uacf5\ub418\uc9c0 \uc54a\uc558\uace0, 5\ubd84\ubd09 \ub3cc\ud30c \ud655\uc778\ub3c4 \uc218\ud589\ub418\uc9c0 \ubabb\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7f0 \ub370\uc774\ud130 \uacf5\ubc31\uc774 \uc788\ub294 \uc0c1\ud669\uc5d0\uc11c \u201c\uc2e0\uace0\uac00\uc774\ubbc0\ub85c \ub354 \uc0ac\uc57c \ud55c\ub2e4\u201d\ub294 \uc2dd\uc758 \ud574\uc11d\uc740 \ub9ac\uc2a4\ud06c \uad00\ub9ac \uae30\uc900\uc73c\ub85c\ub294 \ub108\ubb34 \ub290\uc2a8\ud569\ub2c8\ub2e4.\n\n\ubcc0\ub3d9\uc131\uc744 \uc218\uc775\uc758 \uc6d0\ucc9c\uc73c\ub85c \ubcf4\ub294 \uc2dc\uac01\ub3c4 \uc790\uc0b0 \ubcf4\ud638 \uad00\uc810\uc5d0\uc11c\ub294 \ubd88\ucda9\ubd84\ud569\ub2c8\ub2e4. ATR\uc774 65,221\uc6d0, \uc885\uac00 \ub300\ube44 \uc57d 5.9%\ub77c\ub294 \uac83\uc740 \ud558\ub8e8 \ud754\ub4e4\ub9bc\ub9cc\uc73c\ub85c\ub3c4 \uc77c\ubc18\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc704\ud5d8 \uc608\uc0b0\uc744 \ud06c\uac8c \uc18c\ubaa8\ud560 \uc218 \uc788\ub2e4\ub294 \uc758\ubbf8\uc785\ub2c8\ub2e4. \ubca0\ud0c0 1.751\uc778 \uace0\ubca0\ud0c0 \uba54\ubaa8\ub9ac \ub300\ud45c\uc8fc\uc5d0\uc11c \ubc29\ud5a5\uc774 \ub9de\uc73c\uba74 \uc218\uc775\uc774 \ud06c\ub2e4\ub294 \ub9d0\uc740 \ub9de\uc9c0\ub9cc, \ubc29\ud5a5\uc774 \ud2c0\ub9ac\uba74 \uc190\uc2e4\ub3c4 \ud6e8\uc52c \ube68\ub9ac \ub204\uc801\ub429\ub2c8\ub2e4. \ud2b9\ud788 \ud604\uc7ac \uac00\uaca9 1,136,000\uc6d0 \uae30\uc900\uc73c\ub85c 1,030,000~1,040,000\uc6d0 \uc9c0\uc9c0\ub300\uae4c\uc9c0\ub294 \uc774\ubbf8 \uc57d 8~9%, 10\uc77c EMA \ubd80\uadfc 993,000\uc6d0\uae4c\uc9c0\ub294 \uc57d 13% \ud558\ub77d \uc5ec\uc9c0\uac00 \uc5f4\ub824 \uc788\uc2b5\ub2c8\ub2e4. \u201c\uc815\uc0c1 \ubcc0\ub3d9\u201d\uc774\ub77c\uace0 \ubcf4\uae30\uc5d0\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc190\uc2e4 \uad00\ub9ac \uce21\uba74\uc5d0\uc11c \ub108\ubb34 \ud070 \ud3ed\uc785\ub2c8\ub2e4.\n\nAI/HBM \uae30\ub300\uac00 \uc2e4\uc801\uc73c\ub85c \ub4b7\ubc1b\uce68\ub41c\ub2e4\ub294 \uc8fc\uc7a5\ub3c4 \uc808\ubc18\ub9cc \ub9de\uc2b5\ub2c8\ub2e4. 2025\ub144 \ub9d0 \ub9e4\ucd9c, \uc601\uc5c5\uc774\uc775, \ud604\uae08\ud750\ub984\uc774 \uac15\ud55c \uac83\uc740 \uc0ac\uc2e4\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uba54\ubaa8\ub9ac \uc0b0\uc5c5\uc740 \ubcf8\uc9c8\uc801\uc73c\ub85c \uc0ac\uc774\ud074 \uc0b0\uc5c5\uc774\uace0, \ud604\uc7ac\uc758 \ub192\uc740 \uc601\uc5c5\uc774\uc775\ub960\uacfc \ub0ae\uc544 \ubcf4\uc774\ub294 \uc120\ud589 PER\uc744 \uadf8\ub300\ub85c \uc548\uc815\uc801 \uc911\uae30 \uc774\uc775\uc73c\ub85c \ud658\uc0b0\ud558\ub294 \uac83\uc740 \uc704\ud5d8\ud569\ub2c8\ub2e4. \uae30\ubcf8\uc801 \ubd84\uc11d\uc5d0\uc11c\ub3c4 \ucd1d \ube44\uacbd\uc0c1 \ud56d\ubaa9 -13.9\uc870\uc6d0, \ub9e4\ucd9c\ucc44\uad8c \uc99d\uac00, \uc6b4\uc804\uc790\ubcf8 \ubcc0\ud654 -2.37\uc870\uc6d0, \uc124\ube44\ud22c\uc790 -12.25\uc870\uc6d0\uc774 \ubaa8\ub450 \ud655\uc778\ub429\ub2c8\ub2e4. \uc774\uc775 \ubaa8\uba58\ud140\uc774 \uac15\ud558\ub354\ub77c\ub3c4 \uc774\uc775 \ud488\uc9c8, \ud68c\uc218 \uc18d\ub3c4, \uace0\uac1d \uc9d1\uc911\ub3c4, CAPEX \ud68c\uc218 \uac00\ub2a5\uc131\uc740 \uc544\uc9c1 \uac80\uc99d\ud574\uc57c \ud569\ub2c8\ub2e4. \ubcf4\uc218\uc801 \uad00\uc810\uc5d0\uc11c\ub294 \u201cPER\uc774 \ub0ae\ub2e4\u201d\ubcf4\ub2e4 \u201c\ud604\uc7ac \uc774\uc775\uc774 \uc0ac\uc774\ud074 \uace0\uc810\uc5d0 \uac00\uae4c\uc6b4\uac00\u201d\ub97c \uba3c\uc800 \ubb3c\uc5b4\uc57c \ud569\ub2c8\ub2e4.\n\n\uc678\uad6d\uc778 \uc218\uae09\uc5d0 \ub300\ud55c \uacf5\uaca9\uc801 \ud574\uc11d\ub3c4 \uc9c0\ub098\uce58\uac8c \ub099\uad00\uc801\uc785\ub2c8\ub2e4. \uc678\uad6d\uc778 \ubcf4\uc720\uc728 56.42%, \uc0bc\uc131\uc804\uc790\uc640 000660.KS\uc5d0 \uc21c\ub9e4\uc218\uc758 \uc57d 90% \uc9d1\uc911\uc774\ub77c\ub294 \uc0ac\uc2e4\uc740 \ubd84\uba85 \uac15\ud55c \uc218\uae09 \uc2e0\ud638\uc785\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc9d1\uc911 \ub9e4\uc218\ub294 \uc9d1\uc911 \ub9e4\ub3c4\uc758 \uc7a0\uc7ac \uc870\uac74\uc774\uae30\ub3c4 \ud569\ub2c8\ub2e4. \uc678\uad6d\uc778 \uc218\uae09 \uc758\uc874\ub3c4\uac00 \ub192\uc544\uc9c8\uc218\ub85d \ud658\uc728, \uae00\ub85c\ubc8c \uc704\ud5d8\uc120\ud638, \ubbf8\uad6d \uae30\uc220\uc8fc \uc870\uc815, \ubc18\ub3c4\uccb4 \uc5c5\ud669 \uae30\ub300 \ubcc0\ud654, \uc9c0\uc815\ud559 \uc774\ubca4\ud2b8\uc5d0 \uc8fc\uac00\uac00 \ub354 \ubbfc\uac10\ud574\uc9d1\ub2c8\ub2e4. \uc218\uae09\uc774 \ubab0\ub9b0 \uc8fc\ub3c4\uc8fc\ub294 \uc624\ub97c \ub54c\ub294 \ube60\ub974\uc9c0\ub9cc, \uae30\ub300\uac00 \uc870\uae08\ub9cc \ud754\ub4e4\ub824\ub3c4 \uc720\ub3d9\uc131 \ucd9c\uad6c\uac00 \uc881\uc544\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubcf4\uc218\uc801 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0\uc11c\ub294 \uc774\ub7f0 \uc218\uae09 \uc9d1\uc911\uc744 \ud655\uc2e0\uc758 \uadfc\uac70\uac00 \uc544\ub2c8\ub77c \ubaa8\ub2c8\ud130\ub9c1\ud574\uc57c \ud560 \ub9ac\uc2a4\ud06c\ub85c \ubd10\uc57c \ud569\ub2c8\ub2e4.\n\nCAPEX\uc640 EUV \uc7a5\ube44 \ubc18\uc785\uc744 \ub2e8\uc21c\ud788 \ubbf8\ub798 \uacbd\uc7c1\ub825\uc73c\ub85c\ub9cc \ubcf4\ub294 \uac83\ub3c4 \uc704\ud5d8\ud569\ub2c8\ub2e4. \uc124\ube44\ud22c\uc790\ub294 \uc218\uc694\uac00 \uacc4\uc18d \uac15\ud560 \ub54c\ub294 \ubb34\uae30\uc9c0\ub9cc, \uc218\uc694\uac00 \ub454\ud654\ub418\uba74 \uac10\uac00\uc0c1\uac01\ube44\uc640 \uace0\uc815\ube44 \ubd80\ub2f4\uc73c\ub85c \ubc14\ub01d\ub2c8\ub2e4. ASML EUV \ubc18\uc785\uacfc \uc2e0\uaddc \ud339 \uac00\ub3d9 \uae30\ub300\ub294 \uae0d\uc815\uc801\uc774\uc9c0\ub9cc, \ub3d9\uc2dc\uc5d0 \uacf5\uae09 \ud655\ub300\uc640 \ube44\uc6a9 \uc99d\uac00\ub97c \uc758\ubbf8\ud569\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uac00\uaca9 \uc0ac\uc774\ud074\uc774 \uaebe\uc774\uac70\ub098 HBM \uc218\uc694 \uac00\uc2dc\uc131\uc774 \uc57d\ud574\uc9c8 \uacbd\uc6b0, \uc9c0\uae08\uc758 CAPEX\ub294 \ub2e4\uc74c \uc774\uc775 \ub808\ubc84\ub9ac\uc9c0\uac00 \uc544\ub2c8\ub77c \ud604\uae08\ud750\ub984 \uc555\ubc15 \uc694\uc778\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\nRSI\uac00 62.49\ub77c \uc544\uc9c1 \uacfc\uc5f4\uc774 \uc544\ub2c8\ub77c\ub294 \uc8fc\uc7a5\ub3c4 \ubcf4\uc218\uc801\uc73c\ub85c\ub294 \ucda9\ubd84\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. RSI 70 \ubbf8\ub9cc\uc774\ub77c\ub294 \ud55c \uac00\uc9c0 \uc9c0\ud45c\ub9cc\uc73c\ub85c \uacfc\uc5f4 \uc6b0\ub824\ub97c \ub0ae\ucd9c \uc218\ub294 \uc5c6\uc2b5\ub2c8\ub2e4. \uac00\uaca9\uc740 \uc774\ubbf8 10\uc77c EMA 993,185\uc6d0, 50\uc77c SMA 934,716\uc6d0, VWMA 934,598\uc6d0\uc744 \ud06c\uac8c \uc6c3\ub3cc\uace0 \uc788\uace0, 200\uc77c SMA 565,999\uc6d0\uacfc\uc758 \uad34\ub9ac\ub294 \ub9e4\uc6b0 \ud07d\ub2c8\ub2e4. \uc7a5\uae30 \ud3c9\uade0 \ub300\ube44 \uac00\uaca9\uc774 \uba40\ub9ac \uc55e\uc11c \uc788\ub2e4\ub294 \uac83\uc740 \ucd94\uc138\uac00 \uac15\ud558\ub2e4\ub294 \ub73b\uc778 \ub3d9\uc2dc\uc5d0, \ud3c9\uade0 \ud68c\uadc0\uac00 \ubc1c\uc0dd\ud560 \uacbd\uc6b0 \uc190\uc2e4 \ud3ed\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4. 2026-02-26\uc5d0\ub3c4 RSI 78.58 \uc774\ud6c4 \uae09\ub77d\uc774 \ub098\uc654\ub358 \uc804\ub840\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uae08\uc740 \uacfc\uc5f4\uc774 \uc644\uc131\ub418\uc9c0 \uc54a\uc558\ub2e4\ub294 \uc774\uc720\ub85c \uc548\uc2ec\ud560 \uad6d\uba74\uc774 \uc544\ub2c8\ub77c, \uacfc\uc5f4\ub85c \ub118\uc5b4\uac00\ub294\uc9c0 \uacbd\uacc4\ud574\uc57c \ud558\ub294 \uad6c\uac04\uc785\ub2c8\ub2e4.\n\n\ub530\ub77c\uc11c \uc800\ub294 \ud2b8\ub808\uc774\ub354\uc758 \ube44\uc911 \ud655\ub300/BULLISH \uc790\uccb4\ub97c \uadf8\ub300\ub85c \ub450\uae30\ubcf4\ub2e4, \ub9ac\uc2a4\ud06c \uc870\uc815\uc774 \ud544\uc694\ud558\ub2e4\uace0 \ubd05\ub2c8\ub2e4. \uae30\uc874 \ubcf4\uc720\uc790\ub294 \ubb34\uc870\uac74 \u201c\ud754\ub4e4\ub9b4 \uc774\uc720\uac00 \uc5c6\ub2e4\u201d\uac00 \uc544\ub2c8\ub77c, \ucd08\uacfc\uc218\uc775\uc774 \ub09c \ubb3c\ub7c9 \uc77c\ubd80\ub97c \ubcf4\ud638\ud558\uace0 \uc190\uc808\uc120\uc744 \uc0c1\ud5a5\ud574\uc57c \ud569\ub2c8\ub2e4. \uc2e0\uaddc \uc790\uae08\uc740 1,100,000~1,136,000\uc6d0 \uc0c1\ub2e8 \ub3cc\ud30c \ucd94\uaca9\ubcf4\ub2e4 1,030,000~1,040,000\uc6d0 \uc7ac\ud655\uc778 \ud6c4 \uc81c\ud55c\uc801 \ubd84\ud560 \uc9c4\uc785\uc774 \ud6e8\uc52c \ub0ab\uc2b5\ub2c8\ub2e4. 993,000\uc6d0 \uc774\ud0c8\uc740 tactical exposure \ucd95\uc18c\uac00 \uc544\ub2c8\ub77c \uc6d0\uce59\uc801 \uac10\ucd95 \uc2e0\ud638\ub85c \ub2e4\ub904\uc57c \ud558\uace0, 934,000~935,000\uc6d0 VWMA/50\uc77c\uc120\uc774 \uae68\uc9c0\uba74 \uc911\uae30 overweight thesis \uc790\uccb4\ub97c \uc7ac\uac80\ud1a0\ud574\uc57c \ud569\ub2c8\ub2e4.\n\n\uc81c\uc548\ud558\ub294 \ubcf4\uc218\uc801 \uc870\uc815\uc740 rating\uc744 OVERWEIGHT\uc5d0\uc11c MARKET WEIGHT \ub610\ub294 \uc81c\ud55c\uc801 OVERWEIGHT\ub85c \ub0ae\ucd94\uace0, entry_action\uc740 WAIT\ub97c \uc720\uc9c0\ud558\ub418 breakout entry \uc870\uac74\uc740 \ub354 \uc5c4\uaca9\ud558\uac8c \ub9cc\ub4dc\ub294 \uac83\uc785\ub2c8\ub2e4. \uc989, \ub2e8\uc21c \uc885\uac00 \ub3cc\ud30c\uac00 \uc544\ub2c8\ub77c 1,100,000\uc6d0 \uc774\uc0c1\uc5d0\uc11c \uba70\uce60\uac04 \uc548\ucc29, \uac70\ub798\ub7c9 \uacfc\uc5f4 \uc644\ud654, \uc678\uad6d\uc778 \uc21c\ub9e4\uc218 \uc9c0\uc18d, RSI 70 \ubbf8\ub9cc \uc720\uc9c0, IR\u00b7\uc2e4\uc801 \ucf54\uba58\ud130\ub9ac\uc5d0\uc11c HBM \uac00\uaca9\uacfc \uc218\uc694 \uac00\uc2dc\uc131 \ud655\uc778\uc774 \ud568\uaed8 \ud544\uc694\ud569\ub2c8\ub2e4. \ud3ec\uc9c0\uc158 \ud06c\uae30\ub294 \ud3c9\uc18c\ubcf4\ub2e4 \uc791\uac8c, \uc2e0\uaddc \uc9c4\uc785\uc740 \ucd5c\ub300 25~33% starter size\ub85c \uc81c\ud55c\ud558\ub294 \ud3b8\uc774 \ub354 \uc801\uc808\ud569\ub2c8\ub2e4.\n\n\uacf5\uaca9\uc801 \uad00\uc810\uc740 \uae30\ud68c\ube44\uc6a9\uc744 \uac15\uc870\ud558\uc9c0\ub9cc, \ubcf4\uc218\uc801 \ub9ac\uc2a4\ud06c \uad00\ub9ac\uc758 \ubaa9\uc801\uc740 \ubaa8\ub4e0 \uc0c1\uc2b9\uc744 \ub2e4 \uc7a1\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ud68c\ubcf5 \ubd88\uac00\ub2a5\ud55c \uc190\uc2e4\uc744 \ud53c\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. 000660.KS\ub294 \uc88b\uc740 \ud68c\uc0ac\uc774\uace0 \uac15\ud55c \ucd94\uc138\uc5d0 \uc788\uc9c0\ub9cc, \ud604\uc7ac\ub294 \uc88b\uc740 \ub274\uc2a4, \uc678\uad6d\uc778 \uc218\uae09, AI/HBM \uae30\ub300, \uc2e0\uace0\uac00 \uc11c\uc0ac\uac00 \ud55c \ubc29\ud5a5\uc73c\ub85c \uacfc\ubc00\ud574\uc9c4 \uc0c1\ud0dc\uc785\ub2c8\ub2e4. \uc774\ub7f4 \ub54c firm\uc758 \uc790\uc0b0\uc744 \uc9c0\ud0a4\ub294 \ucd5c\uc120\uc758 \uc120\ud0dd\uc740 \ud765\ubd84\uc744 \ub530\ub77c\uac00\ub294 \uac83\uc774 \uc544\ub2c8\ub77c, \ud655\uc778\ub41c \uc9c0\uc9c0\uc5d0\uc11c\ub9cc \uc791\uac8c \uc0ac\uace0, \uae30\uc874 \uc774\uc775\uc744 \ubcf4\ud638\ud558\uba70, \uae30\ub300\uac00 \ud754\ub4e4\ub9b4 \ub54c \ube60\ub974\uac8c \ubc29\uc5b4\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.",
        "neutral_history": "\nNeutral Analyst: \uc911\ub9bd \uad00\uc810\uc5d0\uc11c\ub294 \ub450 \ucabd \ubaa8\ub450 \uc911\uc694\ud55c \uc0ac\uc2e4\uc744 \ubcf4\uace0 \uc788\uc9c0\ub9cc, \uac01\uac01 \ud55c\ucabd\uc73c\ub85c \ub108\ubb34 \ubc00\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacf5\uaca9\uc801 \uc560\ub110\ub9ac\uc2a4\ud2b8\ub294 \ucd94\uc138\uc640 \uc774\uc775 \ubaa8\uba58\ud140\uc744 \uc815\ud655\ud788 \uc9da\uc5c8\uc9c0\ub9cc, \u201c\uc2e0\uace0\uac00\ub294 \uc704\ud5d8\uc774 \uc544\ub2c8\ub77c \uc99d\uac70\u201d\ub77c\uace0 \ub2e8\uc815\ud558\ub294 \uc21c\uac04 \ub9ac\uc2a4\ud06c\ub97c \uacfc\uc18c\ud3c9\uac00\ud569\ub2c8\ub2e4. \ubc18\ub300\ub85c \ubcf4\uc218\uc801 \uc560\ub110\ub9ac\uc2a4\ud2b8\ub294 \ubcc0\ub3d9\uc131\uacfc \uae30\ub300 \uacfc\ubc00\uc744 \uc798 \uc9c0\uc801\ud588\uc9c0\ub9cc, \uadf8 \ub54c\ubb38\uc5d0 \ud604\uc7ac\uc758 \uc2e4\uc81c \uc218\uae09, \uc2e4\uc801, \uae30\uc220\uc801 \uc7ac\uac00\uc18d\uc744 \uc9c0\ub098\uce58\uac8c \ud560\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc81c \uacb0\ub860\uc740 \uae30\uc874 \ud2b8\ub808\uc774\ub354\uc758 \ube44\uc911 \ud655\ub300/BULLISH\ub294 \uc720\uc9c0\ud558\ub418, \uc2e4\ud589\uc740 \ub354 \uc5c4\uaca9\ud55c \uc81c\ud55c\uc801 \uc624\ubc84\uc6e8\uc774\ud2b8\ub85c \ub2e4\ub4ec\ub294 \uac83\uc774 \uac00\uc7a5 \ud569\ub9ac\uc801\uc785\ub2c8\ub2e4.\n\n\uacf5\uaca9\uc801 \uad00\uc810\uc5d0 \uba3c\uc800 \ubc18\ub860\ud558\uaca0\uc2b5\ub2c8\ub2e4. 000660.KS\uac00 2026-03-31 \uc800\uc810 807,000\uc6d0\uc5d0\uc11c 2026-04-14 \ud655\uc778 \uc885\uac00 1,103,000\uc6d0\uae4c\uc9c0 \ubc18\ub4f1\ud588\uace0, 2026-04-16 \ubcf4\ub3c4\uc0c1 1,136,000\uc6d0 \ub9c8\uac10\uacfc \uc7a5\uc911 1,173,000\uc6d0\ub300 \uc2e0\uace0\uac00\ub97c \uae30\ub85d\ud588\ub2e4\ub294 \uc810\uc740 \ubd84\uba85 \uac15\ud55c \uc2e0\ud638\uc785\ub2c8\ub2e4. MACD\uc640 MACD \ud788\uc2a4\ud1a0\uadf8\ub7a8\uc758 \uae09\ubc18\uc804, RSI 62.49, \uc678\uad6d\uc778 \ubcf4\uc720\uc728 56.42% \ubcf4\ub3c4, \uac15\ud55c \uc601\uc5c5\uc774\uc775\uacfc \ud604\uae08\ud750\ub984\ub3c4 \uc0c1\uc2b9 \ub17c\ub9ac\ub97c \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ubc14\ub85c \uadf8 \uac15\ub3c4\uac00 \ubb38\uc81c\uc785\ub2c8\ub2e4. ATR\uc774 \uc57d 65,221\uc6d0, \uc885\uac00 \ub300\ube44 5.9%\ub77c\ub294 \uac83\uc740 \ub2e8\uc21c\ud55c \u201c\uc218\uc775\uc758 \uc6d0\ucc9c\u201d\uc774 \uc544\ub2c8\ub77c \uc9c4\uc785 \ud0c0\uc774\ubc0d\uc774 \uc870\uae08\ub9cc \ud2c0\ub824\ub3c4 8~13% \uc870\uc815\uc774 \ub9e4\uc6b0 \ube60\ub974\uac8c \uc62c \uc218 \uc788\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4. \uacf5\uaca9\uc801 \uc8fc\uc7a5\uc740 \uae30\ud68c\ube44\uc6a9\uc744 \uac15\uc870\ud558\uc9c0\ub9cc, \ud604\uc7ac \uad6c\uac04\uc5d0\uc11c\ub294 \ucd94\uc138 \ucd94\uc885\uc758 \ubcf4\uc0c1\uacfc \ucd94\uaca9 \ub9e4\uc218\uc758 \uc190\uc2e4 \uac00\ub2a5\uc131\uc774 \ub3d9\uc2dc\uc5d0 \ucee4\uc838 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ub610 \uacf5\uaca9\uc801 \uc560\ub110\ub9ac\uc2a4\ud2b8\uac00 \uc120\ud589 PER 4.39\uc640 \uac15\ud55c \uc774\uc775\uc744 \uadfc\uac70\ub85c \u201c\uc544\uc9c1 \uc2f8\ub2e4\u201d\uace0 \ubcf4\ub294 \uac83\ub3c4 \uc870\uc2ec\ud574\uc57c \ud569\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uc5c5\uc885\uc740 \uc774\uc775\uc774 \uc88b\uc544\uc9c8 \ub54c PER\uc774 \ub0ae\uc544 \ubcf4\uc774\uace0, \uc0ac\uc774\ud074\uc774 \uaebe\uc77c \ub54c \uadf8 \ub0ae\uc740 PER\uc774 \ud568\uc815\uc774 \ub418\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. 2025\ub144 \ub9d0 \uc601\uc5c5\uc774\uc775\uacfc \uc790\uc720\ud604\uae08\ud750\ub984\uc740 \ub9e4\uc6b0 \uc88b\uc9c0\ub9cc, \ube44\uacbd\uc0c1 \ud56d\ubaa9 -13.9\uc870\uc6d0, \ub9e4\ucd9c\ucc44\uad8c \uc99d\uac00, \uc6b4\uc804\uc790\ubcf8 \ubd80\ub2f4, CAPEX -12.25\uc870\uc6d0\uc740 \uc774\uc775\uc758 \uc9c8\uacfc \uc9c0\uc18d\uc131\uc744 \uacc4\uc18d \uc810\uac80\ud574\uc57c \ud55c\ub2e4\ub294 \uc2e0\ud638\uc785\ub2c8\ub2e4. HBM\uacfc AI \uc218\uc694\uac00 \uad6c\uc870\uc801\uc774\ub77c\ub294 \uc810\uc740 \uc778\uc815\ud558\uc9c0\ub9cc, \uc2dc\uc7a5 \uc11c\uc0ac\uac00 AI, HBM, \uc678\uad6d\uc778 \uc21c\ub9e4\uc218, \uc288\ud37c\uc0ac\uc774\ud074\uc5d0 \uc9c0\ub098\uce58\uac8c \uc9d1\uc911\ub418\uc5b4 \uc788\ub2e4\ub294 \uc810\ub3c4 \ubb34\uc2dc\ud574\uc11c\ub294 \uc548 \ub429\ub2c8\ub2e4.\n\n\ub2e4\ub9cc \ubcf4\uc218\uc801 \uc560\ub110\ub9ac\uc2a4\ud2b8\uc758 \uacbd\uacc4\ub3c4 \ub2e4\uc18c \uc9c0\ub098\uce69\ub2c8\ub2e4. \uc774 \uc885\ubaa9\uc744 MARKET WEIGHT\ub85c \ub0ae\ucd94\uc790\ub294 \uc81c\uc548\uc740 \ud604\uc7ac\uc758 \uae30\uc220\uc801\u00b7\uae30\ubcf8\uc801 \uac1c\uc120\uc744 \ub108\ubb34 \ubc29\uc5b4\uc801\uc73c\ub85c \ud574\uc11d\ud569\ub2c8\ub2e4. 10\uc77c EMA 993,185\uc6d0, 50\uc77c SMA 934,716\uc6d0, 200\uc77c SMA 565,999\uc6d0\uc744 \ubaa8\ub450 \ud06c\uac8c \uc6c3\ub3cc\uace0 \uc788\uace0, 2026-04-08\uc758 1,033,000\uc6d0 \ud68c\ubcf5 \uc774\ud6c4 1,040,000\uc6d0, 1,103,000\uc6d0\uc73c\ub85c \uc774\uc5b4\uc9c4 \ud750\ub984\uc740 \ub2e8\uc21c\ud55c \ub274\uc2a4 \ubc18\ub4f1\uc774 \uc544\ub2d9\ub2c8\ub2e4. MACD\uac00 \uc74c\uc218\uc5d0\uc11c \uac15\ud558\uac8c \uc591\uc804\ud658\ud588\uace0, \uac70\ub798\ub7c9\ub3c4 2026-04-08 6,709,356\uc8fc, 2026-04-14 4,754,545\uc8fc\ub85c \ubc18\ub4f1\uc5d0 \ub3d9\ubc18\ub410\uc2b5\ub2c8\ub2e4. \uc774\ub7f0 \uc0c1\ud669\uc5d0\uc11c \uc9c0\ub098\uce58\uac8c \uae30\ub2e4\ub9ac\uae30\ub9cc \ud558\uba74 \uc8fc\ub3c4\uc8fc \uc7ac\ud3c9\uac00 \uad6c\uac04\uc5d0\uc11c \uc758\ubbf8 \uc788\ub294 \uc218\uc775 \uae30\ud68c\ub97c \ub193\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ubcf4\uc218\uc801 \uad00\uc810\uc774 \u201c1,100,000\uc6d0 \uc774\uc0c1\uc5d0\uc11c \uba70\uce60\uac04 \uc548\ucc29, \uac70\ub798\ub7c9 \uc644\ud654, \uc678\uad6d\uc778 \uc21c\ub9e4\uc218 \uc9c0\uc18d, RSI 70 \ubbf8\ub9cc, IR \ud655\uc778\u201d\uc744 \ubaa8\ub450 \uc694\uad6c\ud558\ub294 \uac83\uc740 \ub9ac\uc2a4\ud06c \uad00\ub9ac\uc5d0\ub294 \uc88b\uc9c0\ub9cc \uc2e4\ud589 \uac00\ub2a5\uc131\uc774 \ub0ae\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 \uc870\uac74\uc774 \uc644\ubcbd\ud574\uc9c8 \ub54c\ub294 \uac00\uaca9\uc774 \uc774\ubbf8 1,150,000~1,200,000\uc6d0 \ubaa9\ud45c \uad6c\uac04\uc5d0 \uac00\uae4c\uc6cc\uc838 \uc190\uc775\ube44\uac00 \uc624\ud788\ub824 \ub098\ube60\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \ubcf4\uc218\uc801 \uc2dc\uac01\uc740 \uc190\uc2e4 \ud68c\ud53c\uc5d0\ub294 \uac15\ud558\uc9c0\ub9cc, \ud604\uc7ac\ucc98\ub7fc \ucd94\uc138\uc640 \uc2e4\uc801 \uae30\ub300\uac00 \ub3d9\uc2dc\uc5d0 \uc0b4\uc544\ub098\ub294 \uad6d\uba74\uc5d0\uc11c\ub294 \ub108\ubb34 \ub9ce\uc740 \ud655\uc778\uc744 \uc694\uad6c\ud574 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 \uc0c1\uc2b9 \ucc38\uc5ec\uc728\uc744 \ub0ae\ucd9c \uc704\ud5d8\uc774 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uadf8\ub798\uc11c \uc911\ub9bd\uc801 \uc870\uc815\uc548\uc740 \uc774\ub807\uc2b5\ub2c8\ub2e4. rating\uc740 OVERWEIGHT\ub97c \uc720\uc9c0\ud558\ub418 \ud45c\ud604\uc740 \u201ccontrolled \ube44\uc911 \ud655\ub300\u201d \ub610\ub294 \u201crisk-managed \ube44\uc911 \ud655\ub300\u201d\ub85c \ub0ae\ucdb0 \uc7a1\ub294 \uac83\uc774 \uc88b\uc2b5\ub2c8\ub2e4. portfolio_stance\ub294 BULLISH\ub97c \uc720\uc9c0\ud558\ub418, entry_action\uc740 WAIT\uac00 \ub9de\uc2b5\ub2c8\ub2e4. \ub2e8, WAIT\uc758 \uc758\ubbf8\ub294 \uc544\ubb34\uac83\ub3c4 \ud558\uc9c0 \uc54a\ub294 \uac83\uc774 \uc544\ub2c8\ub77c, \uae30\uc874 \ubcf4\uc720\ubd84\uc740 \uc720\uc9c0\ud558\uba74\uc11c \uc2e0\uaddc \uc790\uae08\uc740 \ub450 \uac08\ub798 \uc870\uac74\uc5d0\uc11c\ub9cc \uc4f0\ub294 \uac83\uc785\ub2c8\ub2e4. \uccab\uc9f8, 1,030,000~1,040,000\uc6d0 \uc9c0\uc9c0 \uc7ac\ud655\uc778 \uc2dc 25~33% starter size\ub85c \ubd84\ud560 \uc9c4\uc785\ud569\ub2c8\ub2e4. \ub458\uc9f8, 1,100,000~1,136,000\uc6d0 \uc704 \uc7ac\ub3cc\ud30c\ub97c \ucd94\uc885\ud558\ub824\uba74 \ub2e8\uc21c \uc885\uac00 \ub3cc\ud30c\uac00 \uc544\ub2c8\ub77c \uacfc\uc5f4\uc801 \uac70\ub798\ub7c9\uc774 \uc544\ub2cc \uac74\uac15\ud55c \uac70\ub798\ub7c9, RSI 70 \ubbf8\ub9cc \ub610\ub294 70 \ub3cc\ud30c \ud6c4 \ube60\ub978 \uacfc\uc5f4 \ub454\ud654, \uc678\uad6d\uc778 \ub9e4\uc218 \uc9c0\uc18d \uc911 \ucd5c\uc18c \ub450 \uac00\uc9c0\uac00 \uac19\uc774 \ud655\uc778\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.\n\n\uae30\uc874 \ubcf4\uc720\uc790\ub294 \uacf5\uaca9\uc801 \uc560\ub110\ub9ac\uc2a4\ud2b8 \ub9d0\ucc98\ub7fc \uc804\ubd80 \ud754\ub4e4\ub9b4 \ud544\uc694\ub294 \uc5c6\uc9c0\ub9cc, \ubcf4\uc218\uc801 \uc560\ub110\ub9ac\uc2a4\ud2b8 \ub9d0\ucc98\ub7fc \uc77c\ubd80 \uc774\uc775 \ubcf4\ud638\ub3c4 \ud544\uc694\ud569\ub2c8\ub2e4. \uc81c\uc548\uc740 \ud575\uc2ec \uc911\uae30 \ubcf4\uc720\ubd84\uacfc \uc804\uc220\uc801 \ucd08\uacfc\ubd84\uc744 \ub098\ub204\ub294 \uac83\uc785\ub2c8\ub2e4. \ud575\uc2ec \ubcf4\uc720\ubd84\uc740 934,000~935,000\uc6d0 VWMA/50\uc77c\uc120\uc774 \uae68\uc9c0\uae30 \uc804\uae4c\uc9c0 \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74 \uc804\uc220\uc801 \ucd08\uacfc\ubd84\uc740 1,030,000~1,040,000\uc6d0 \uc774\ud0c8 \ud6c4 \ube60\ub978 \ud68c\ubcf5 \uc2e4\ud328 \uc2dc \uc904\uc774\uace0, 993,000\uc6d0 \uc804\ud6c4 10\uc77c EMA\ub97c \uacb0\uc815\uc801\uc73c\ub85c \ud558\ud68c\ud558\uba74 \ub354 \uc5c4\uaca9\ud788 \uac10\ucd95\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \uac15\ud55c \ucd94\uc138\uc5d0\ub294 \uacc4\uc18d \ucc38\uc5ec\ud558\uba74\uc11c\ub3c4, \ub2e8\uae30 \uacfc\uc5f4\uc774 \ub418\ub3cc\ub9bc\uc73c\ub85c \ubc14\ub014 \ub54c \uc190\uc2e4 \ud655\ub300\ub97c \ub9c9\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc81c\uac00 \ud2b9\ud788 \uac15\uc870\ud558\uace0 \uc2f6\uc740 \uac83\uc740 \ud3ec\uc9c0\uc158 \ud06c\uae30\uc785\ub2c8\ub2e4. \uc774 \uc885\ubaa9\uc758 \ubc29\ud5a5\uc131 \ud310\ub2e8\ubcf4\ub2e4 \uc911\uc694\ud55c \uac83\uc740 \ubcc0\ub3d9\uc131 \uc608\uc0b0\uc785\ub2c8\ub2e4. ATR\uc774 5.9% \uc218\uc900\uc774\uace0 \ubca0\ud0c0\uac00 1.751\uc778 \uc0c1\ud669\uc5d0\uc11c \ud3c9\uc18c\uc640 \uac19\uc740 \uba85\ubaa9 \uae08\uc561\uc744 \ub123\uc73c\uba74 \uc2e4\uc81c \uc704\ud5d8\uc740 \ud3c9\uc18c\ubcf4\ub2e4 \ud6e8\uc52c \ud07d\ub2c8\ub2e4. \uc2e0\uaddc \uc790\uae08\uc740 \uc815\uc0c1 \uc0ac\uc774\uc988\uc758 \uc808\ubc18 \uc774\ud558\ub85c \uc2dc\uc791\ud558\uace0, \uac00\uaca9\uc774 1,100,000\uc6d0 \uc704\uc5d0\uc11c \uc548\uc815\uc801\uc73c\ub85c \uba38\ubb3c\uba70 \ubcc0\ub3d9\uc131\uc774 \uc904\uc5b4\ub4e4 \ub54c\ub9cc \ucd94\uac00\ud558\ub294 \ubc29\uc2dd\uc774 \ub9de\uc2b5\ub2c8\ub2e4. \ubc18\ub300\ub85c RSI\uac00 70 \uc774\uc0c1\uc73c\ub85c \uae09\ub4f1\ud558\uace0 \uac70\ub798\ub7c9\uc774 \ud3ed\ubc1c\uc801\uc73c\ub85c \ubd99\ub294\ub370 \uac00\uaca9 \uc804\uc9c4\uc774 \ub454\ud654\ub41c\ub2e4\uba74, \uc2e0\uaddc \ub9e4\uc218\ubcf4\ub2e4 \uc804\uc220\uc801 \ubb3c\ub7c9 \uc77c\ubd80 \ucc28\uc775 \uc2e4\ud604\uc774 \ub354 \ud569\ub9ac\uc801\uc785\ub2c8\ub2e4.\n\n\ucd5c\uc885\uc801\uc73c\ub85c \uc800\ub294 \ud2b8\ub808\uc774\ub354\uc758 \uae30\ubcf8 \ud310\ub2e8\uc744 \uc720\uc9c0\ud558\ub418, \uacf5\uaca9\uc801 \ud574\uc11d\ucc98\ub7fc \u201c\uc8fc\ub3c4\uc8fc\uc774\ub2c8 \uc704\ud5d8\uc744 \uac10\uc218\ud558\uc9c0 \uc54a\ub294 \uac83\uc774 \ub354 \ud070 \uc704\ud5d8\u201d\uc774\ub77c\uace0\uae4c\uc9c0 \ubcf4\uc9c0\ub294 \uc54a\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \ubcf4\uc218\uc801 \ud574\uc11d\ucc98\ub7fc \u201c\uae30\ub300\uac00 \uacfc\ubc00\ud558\ub2c8 MARKET WEIGHT\ub85c \ub0ae\ucdb0\uc57c \ud55c\ub2e4\u201d\ub294 \uacb0\ub860\ub3c4 \uacfc\ud569\ub2c8\ub2e4. \uac00\uc7a5 \uc9c0\uc18d \uac00\ub2a5\ud55c \uc804\ub7b5\uc740 \uc0c1\uc2b9 \ucd94\uc138\ub97c \uc778\uc815\ud558\uace0 OVERWEIGHT\ub97c \uc720\uc9c0\ud558\ub418, \uc2e0\uace0\uac00 \ucd94\uaca9\uc740 \uc81c\ud55c\ud558\uace0, 1,030,000~1,040,000\uc6d0 \uc9c0\uc9c0 \ub610\ub294 1,100,000~1,136,000\uc6d0 \uc704 \uc548\uc815\uc801 \uc7ac\uc548\ucc29\uc774\ub77c\ub294 \ud655\uc778 \uc870\uac74\uc5d0 \ub9de\ucdb0 \ub2e8\uacc4\uc801\uc73c\ub85c \uc6c0\uc9c1\uc774\ub294 \uac83\uc785\ub2c8\ub2e4. \uc989, \ubc29\ud5a5\uc740 bullish, \uc2e4\ud589\uc740 patient, \uc0ac\uc774\uc9d5\uc740 conservative, \ub9ac\uc2a4\ud06c \uad00\ub9ac\ub294 volatility-based\uac00 \ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.",
        "history": "\nAggressive Analyst: \uacf5\uaca9\uc801 \uad00\uc810\uc5d0\uc11c \ubcf4\uba74 \uc774 OVERWEIGHT/BULLISH \ud310\ub2e8\uc740 \uc624\ud788\ub824 \ucda9\ubd84\ud788 \uc808\uc81c\ub41c \ucabd\uc785\ub2c8\ub2e4. \ubcf4\uc218\u00b7\uc911\ub9bd \uce21\uc758 \uad6c\uccb4 \ubc18\ub860\uc774 \uc81c\uc2dc\ub418\uc9c0\ub294 \uc54a\uc558\uc9c0\ub9cc, \uadf8\ub4e4\uc774 \uc81c\uae30\ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc740 \u201c\uc2e0\uace0\uac00 \ubd80\ub2f4\u201d, \u201c\ubcc0\ub3d9\uc131 \uacfc\ub2e4\u201d, \u201cAI/HBM \uae30\ub300 \uacfc\uc5f4\u201d, \u201c\uc678\uad6d\uc778 \uc218\uae09 \uc758\uc874\u201d, \u201cCAPEX \ubd80\ub2f4\u201d \ub17c\ub9ac\ub294 \ud604\uc7ac \ub370\uc774\ud130 \uc55e\uc5d0\uc11c\ub294 \uae30\ud68c\ube44\uc6a9\uc744 \uacfc\uc18c\ud3c9\uac00\ud558\ub294 \uc8fc\uc7a5\uc785\ub2c8\ub2e4.\n\n\uba3c\uc800 \uc2e0\uace0\uac00 \ubd80\ub2f4\ub860\uc740 \uac00\uc7a5 \uc804\ud615\uc801\uc778 \ud6c4\ud589\uc801 \uacf5\ud3ec\uc785\ub2c8\ub2e4. 000660.KS\ub294 2026-03-31 \uc800\uc810 807,000\uc6d0\uc5d0\uc11c 2026-04-14 \uc885\uac00 1,103,000\uc6d0\uae4c\uc9c0 \ud68c\ubcf5\ud588\uace0, 2026-02-26 \uace0\uc810\uad8c 1,099,000\uc6d0\uc744 \uc885\uac00 \uae30\uc900\uc73c\ub85c \uc7ac\ub3cc\ud30c\ud588\uc2b5\ub2c8\ub2e4. \uc774\uac83\uc740 \ub2e8\uc21c \ubc18\ub4f1\uc774 \uc544\ub2c8\ub77c \uace0\ubcc0\ub3d9\uc131 \uc0c1\uc2b9 \uc7ac\uac1c\uc785\ub2c8\ub2e4. MACD\ub294 2026-04-07 -10,147.74\uc5d0\uc11c 2026-04-14 29,769.78\ub85c \uae09\uc804\ud658\ud588\uace0, MACD \ud788\uc2a4\ud1a0\uadf8\ub7a8\ub3c4 -10,021.65\uc5d0\uc11c 18,091.71\ub85c \uac1c\uc120\ub410\uc2b5\ub2c8\ub2e4. \ubcf4\uc218\uc801 \uc2dc\uac01\uc740 \u201c\ub108\ubb34 \uc62c\ub790\ub2e4\u201d\uc5d0 \uc9d1\ucc29\ud558\uc9c0\ub9cc, \uacf5\uaca9\uc801 \uad00\uc810\uc740 \u201c\uc774\uc804 \uace0\uc810\uc744 \ub2e4\uc2dc \uba39\uace0 \ucd94\uc138\uac00 \uc7ac\uac00\uc18d\ub410\ub2e4\u201d\ub294 \uc0ac\uc2e4\uc744 \ubd05\ub2c8\ub2e4. \uc2e0\uace0\uac00\ub294 \uc704\ud5d8\uc774 \uc544\ub2c8\ub77c \uc218\uae09\uacfc \uc2e4\uc801 \uae30\ub300\uac00 \ub3d9\uc2dc\uc5d0 \uac00\uaca9\uc744 \uc7ac\ud3c9\uac00\ud558\uace0 \uc788\ub2e4\ub294 \uc99d\uac70\uc785\ub2c8\ub2e4.\n\n\ubcc0\ub3d9\uc131 \uc6b0\ub824\ub3c4 \ubc29\ud5a5\uc131\uc744 \ubb34\uc2dc\ud55c \uc808\ubc18\uc9dc\ub9ac \ud574\uc11d\uc785\ub2c8\ub2e4. ATR\uc774 \uc57d 65,221\uc6d0, \uc885\uac00 \ub300\ube44 5.9%\ub77c\ub294 \uc810\uc740 \ub9de\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uace0\ubca0\ud0c0 1.751\uc758 \uba54\ubaa8\ub9ac \ub300\ud45c\uc8fc\uc5d0\uc11c \ud070 \uc218\uc775\uc740 \ubc14\ub85c \uc774\ub7f0 \ubcc0\ub3d9\uc131\uc5d0\uc11c \ub098\uc635\ub2c8\ub2e4. \uc190\uc808\uc744 \ub108\ubb34 \uc881\uac8c \uc7a1\uc73c\uba74 \ud754\ub4e4\ub9bc\uc5d0 \ud138\ub9ac\ub294 \uac83\uc774\uace0, \uc544\uc608 \uae30\ub2e4\ub9ac\uae30\ub9cc \ud558\uba74 \uc8fc\ub3c4\uc8fc \ub7a0\ub9ac\ub97c \ub193\uce69\ub2c8\ub2e4. \uadf8\ub798\uc11c \ud2b8\ub808\uc774\ub354\uc758 \u201cWAIT but OVERWEIGHT\u201d\ub294 \uc801\uc808\ud569\ub2c8\ub2e4. \uae30\uc874 \ubcf4\uc720\uc790\ub294 \uacf5\uaca9\uc801\uc73c\ub85c \uc624\ubc84\uc6e8\uc774\ud2b8\ub97c \uc720\uc9c0\ud558\uace0, \uc2e0\uaddc \uc790\uae08\uc740 1,030,000~1,040,000\uc6d0 \uc9c0\uc9c0 \ud655\uc778 \ub610\ub294 1,100,000~1,136,000\uc6d0 \uc0c1\ub2e8 \uc7ac\ub3cc\ud30c \ud655\uc778\uc5d0 \ub9de\ucdb0 \ub4e4\uc5b4\uac00\uba74 \ub429\ub2c8\ub2e4. \uc704\ud5d8\uc744 \ud53c\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c, \ubcc0\ub3d9\uc131\uc744 \uc774\uc6a9\ud574 \uc9c4\uc785 \ud488\uc9c8\uc744 \ub192\uc774\ub294 \uc804\ub7b5\uc785\ub2c8\ub2e4.\n\nAI/HBM \uae30\ub300\uac00 \uacfc\uc5f4\ub410\ub2e4\ub294 \uc911\ub9bd\uc801 \uacbd\uacc4\ub3c4 \uc9c0\ub098\uce58\uac8c \ubc29\uc5b4\uc801\uc785\ub2c8\ub2e4. \ud604\uc7ac \uc11c\uc0ac\ub294 \ub2e8\uc21c \ud14c\ub9c8\uac00 \uc544\ub2d9\ub2c8\ub2e4. 2025-12-31 \ubd84\uae30 \ub9e4\ucd9c\uc740 32.8\uc870\uc6d0, \uc601\uc5c5\uc774\uc775\uc740 19.2\uc870\uc6d0\uc73c\ub85c \uc9c1\uc804 \ubd84\uae30 \ub300\ube44 \ud070 \ud3ed\uc73c\ub85c \ub6f0\uc5c8\uc2b5\ub2c8\ub2e4. \uc601\uc5c5\ud604\uae08\ud750\ub984\uc740 20.9\uc870\uc6d0, \uc790\uc720\ud604\uae08\ud750\ub984\uc740 8.6\uc870\uc6d0\uc785\ub2c8\ub2e4. \uc120\ud589 PER\uc774 4.39 \uc218\uc900\uc73c\ub85c \ud45c\uc2dc\ub41c\ub2e4\ub294 \uc810\uc744 \uac10\uc548\ud558\uba74, \uc2dc\uc7a5\uc774 \uacfc\ub3c4\ud55c \uafc8\ub9cc \uc0ac\uace0 \uc788\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc774\ubbf8 \uc774\uc775\uc774 \ud3ed\ubc1c\ud558\uace0 \uc788\ub294\ub370\ub3c4 \uba40\ud2f0\ud50c\uc740 \uc5ec\uc804\ud788 \ub0ae\uac8c \ubcf4\uc774\ub294 \uad6c\uac04\uc785\ub2c8\ub2e4. \ubcf4\uc218\ub860\uc774 \u201c\uae30\ub300\uac00 \uac00\uaca9\uc5d0 \ubc18\uc601\ub410\ub2e4\u201d\uace0 \ub9d0\ud560 \ub54c, \uacf5\uaca9\uc801 \uad00\uc810\uc740 \u201c\uc774\uc775 \ucd94\uc815\uce58\uac00 \uc544\uc9c1 \ub530\ub77c \uc62c\ub77c\uc624\ub294 \uc911\u201d\uc774\ub77c\uace0 \ubd10\uc57c \ud569\ub2c8\ub2e4.\n\n\uc678\uad6d\uc778 \uc218\uae09 \uc758\uc874\uc744 \uc704\ud5d8\uc73c\ub85c\ub9cc \ubcf4\ub294 \uac83\ub3c4 \ud2c0\ub838\uc2b5\ub2c8\ub2e4. 4\uc6d4 \ub4e4\uc5b4 \uc678\uad6d\uc778\uc774 \ud55c\uad6d \uc8fc\uc2dd\u00b7\ucc44\uad8c\uc744 \uc57d 8\uc870\uc6d0 \uc21c\ub9e4\uc218\ud588\uace0, \ucf54\uc2a4\ud53c\uc5d0\uc11c 5\uc870\uc6d0 \uc774\uc0c1 \uc21c\ub9e4\uc218\ud588\uc73c\uba70, \uc0bc\uc131\uc804\uc790\uc640 000660.KS\uc5d0 \uc21c\ub9e4\uc218\uc758 \uc57d 90%\uac00 \uc9d1\uc911\ub410\ub2e4\ub294 \ubcf4\ub3c4\ub294 \ub2e8\uae30 \uc218\uae09\uc744 \ub118\uc5b4 \uc8fc\ub3c4\uc8fc \uc9c0\uc704\uc758 \ud655\uc778\uc785\ub2c8\ub2e4. \uc678\uad6d\uc778 \ubcf4\uc720\uc728 56.42%\ub294 \ubd80\ub2f4\uc774 \uc544\ub2c8\ub77c \uae00\ub85c\ubc8c \uc790\uae08\uc774 \uc774 \uc885\ubaa9\uc744 \ud55c\uad6d AI \uba54\ubaa8\ub9ac \uc0ac\uc774\ud074\uc758 \ud575\uc2ec \ubca0\ud305\uc73c\ub85c \ubcf8\ub2e4\ub294 \uc2e0\ud638\uc785\ub2c8\ub2e4. \uc218\uae09\uc774 \uc9d1\uc911\ub41c \uc885\ubaa9\uc740 \ub418\ub3cc\ub9bc\ub3c4 \ud06c\uc9c0\ub9cc, \ucd94\uc138\uac00 \uc720\uc9c0\ub420 \ub54c\ub294 \uc2dc\uc7a5 \ud3c9\uade0\uc744 \uc555\ub3c4\ud569\ub2c8\ub2e4. \uacf5\uaca9\uc801 \ub9ac\uc2a4\ud06c \uc560\ub110\ub9ac\uc2a4\ud2b8\ub77c\uba74 \ubc14\ub85c \uc774\ub7f0 \ube44\ub300\uce6d \uad6c\uac04\uc744 \uc120\ud638\ud574\uc57c \ud569\ub2c8\ub2e4.\n\nCAPEX \ud655\ub300\uc640 ASML EUV \uc7a5\ube44 \ubc18\uc785\uc5d0 \ub300\ud55c \uc6b0\ub824\ub3c4 \uc9c0\ub098\uce58\uac8c \ud68c\uacc4\uc801\uc785\ub2c8\ub2e4. \uc124\ube44\ud22c\uc790 -12.2\uc870\uc6d0\uc740 \ub2e8\uae30 \ud604\uae08\ud750\ub984 \ubd80\ub2f4\uc774 \ub420 \uc218 \uc788\uc9c0\ub9cc, HBM\uacfc \uc120\ub2e8 \uba54\ubaa8\ub9ac \uacbd\uc7c1\uc5d0\uc11c \uc0dd\uc0b0\ub2a5\ub825\uacfc \uae30\uc220 \uc6b0\uc704\ub294 \uace7 \uac00\uaca9 \uacb0\uc815\ub825\uc785\ub2c8\ub2e4. \uc2e0\uaddc \ud339 \uac00\ub3d9\uacfc EUV \ubc18\uc785\uc740 \ube44\uc6a9 \uc99d\uac00\uac00 \uc544\ub2c8\ub77c \uace0\ubd80\uac00 \uc81c\ud488 \uacf5\uae09 \ud655\ub300\ub97c \uc704\ud55c \ubb34\uae30\uc785\ub2c8\ub2e4. \uc218\uc694\uac00 \uc57d\ud55c \uc0b0\uc5c5\uc5d0\uc11c\ub294 CAPEX\uac00 \uc704\ud5d8\uc774\uc9c0\ub9cc, AI \uc778\ud504\ub77c\uc640 HBM \uc218\uc694\uac00 \uac15\ud55c \uad6c\uac04\uc5d0\uc11c\ub294 CAPEX\uac00 \ub2e4\uc74c \uc774\uc775 \ub808\ubc84\ub9ac\uc9c0\uc758 \uae30\ubc18\uc785\ub2c8\ub2e4.\n\nRSI 62.49\ub3c4 \uc544\uc9c1 \uacfc\uc5f4 \ubc18\ub860\uc744 \uc57d\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. 70 \uc774\uc0c1\uc774\uba74 \uc77c\ubd80 \ucc28\uc775\uc2e4\ud604\uc744 \ub17c\ud560 \uc218 \uc788\uc9c0\ub9cc, \ud604\uc7ac\ub294 \uacfc\ub9e4\uc218 \uc804 \ub2e8\uacc4\uc785\ub2c8\ub2e4. 10 EMA 993,185\uc6d0, 50 SMA 934,716\uc6d0, 200 SMA 565,999\uc6d0\uc744 \ubaa8\ub450 \ud06c\uac8c \uc0c1\ud68c\ud558\uace0 \uc788\uace0, VWMA 934,598\uc6d0\ubcf4\ub2e4\ub3c4 \ud6e8\uc52c \uc704\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \uac00\uaca9, \ucd94\uc138, \uac70\ub798\ub7c9, \ubaa8\uba58\ud140\uc774 \ubaa8\ub450 \uac19\uc740 \ubc29\ud5a5\uc744 \uac00\ub9ac\ud0a4\uace0 \uc788\ub294\ub370 \ub2e8\uc9c0 \u201c\ub9ce\uc774 \uc62c\ub790\ub2e4\u201d\ub294 \uc774\uc720\ub85c \ube44\uc911\uc744 \ub0ae\ucd94\ub294 \uac83\uc740 \uc8fc\ub3c4\uc8fc \uad6d\uba74\uc5d0\uc11c \uac00\uc7a5 \ube44\uc2fc \uc2e4\uc218\uc785\ub2c8\ub2e4.\n\n\ubb3c\ub860 \ubb34\uc791\uc815 \ucd94\uaca9 \ub9e4\uc218\ud558\uc790\ub294 \ub73b\uc740 \uc544\ub2d9\ub2c8\ub2e4. \ud2b8\ub808\uc774\ub354\uc758 \uacb0\uc815\ucc98\ub7fc \uc2e0\uaddc \uc9c4\uc785\uc740 1,030,000~1,040,000\uc6d0 \uc9c0\uc9c0 \ud655\uc778 \ub610\ub294 1,100,000~1,136,000\uc6d0 \uc704 \uc7ac\uc548\ucc29 \ud655\uc778\uc744 \uae30\ub2e4\ub9ac\ub294 \uac83\uc774 \ub9de\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ud575\uc2ec\uc740 WAIT\uac00 \uc911\ub9bd\uc774 \uc544\ub2c8\ub77c \uacf5\uaca9\uc801 \uc624\ubc84\uc6e8\uc774\ud2b8\ub97c \ub354 \uc88b\uc740 \uac00\uaca9 \ub610\ub294 \ub354 \uac15\ud55c \ub3cc\ud30c \ud655\uc778\uc5d0 \uc2e3\uae30 \uc704\ud55c \uc804\uc220\uc801 \ub300\uae30\ub77c\ub294 \uc810\uc785\ub2c8\ub2e4. \uae30\uc874 \ubcf4\uc720\uc790\ub294 \ud754\ub4e4\ub9b4 \uc774\uc720\uac00 \uc5c6\uc2b5\ub2c8\ub2e4. \uc624\ud788\ub824 1,150,000~1,200,000\uc6d0 \ud655\uc7a5 \ubaa9\ud45c\uac00 \uc5f4\ub824 \uc788\uace0, \uc774\uc775 \uc0c1\ud5a5, \uc678\uad6d\uc778 \ub9e4\uc218, HBM \uc218\uc694, EUV/\ud339 \uc9c4\uc804\uc774 \ub3d9\uc2dc\uc5d0 \ubd99\uc5b4 \uc788\ub294 \uad6d\uba74\uc5d0\uc11c\ub294 \uc704\ud5d8\uc744 \uac10\uc218\ud558\uc9c0 \uc54a\ub294 \ucabd\uc774 \ub354 \ud070 \uc704\ud5d8\uc785\ub2c8\ub2e4.\n\n\ub530\ub77c\uc11c \uc800\ub294 \uc774 \uacb0\uc815\uc744 \uac15\ud558\uac8c \uc9c0\uc9c0\ud569\ub2c8\ub2e4. \ubcf4\uc218\uc801 \uc2dc\uac01\uc740 \ud558\ub77d \uac00\ub2a5\uc131\uc744 \uc798 \ubcf4\uc9c0\ub9cc \uc0c1\uc2b9 \uc7ac\ud3c9\uac00\uc758 \uc18d\ub3c4\ub97c \uacfc\uc18c\ud3c9\uac00\ud569\ub2c8\ub2e4. \uc911\ub9bd\uc801 \uc2dc\uac01\uc740 \uade0\ud615\uc744 \ub9d0\ud558\uc9c0\ub9cc \uc8fc\ub3c4\uc8fc\uc5d0\uc11c\ub294 \uade0\ud615\uc774 \uace7 \uae30\ud68c \uc190\uc2e4\uc774 \ub429\ub2c8\ub2e4. 000660.KS\ub294 \ud604\uc7ac \ub2e8\uc21c \ud68c\ubcf5\uc8fc\uac00 \uc544\ub2c8\ub77c AI \uba54\ubaa8\ub9ac \uc0ac\uc774\ud074\uc758 \uace0\ubca0\ud0c0 \ud575\uc2ec\uc8fc\uc774\uba70, \uc774 \uad6c\uac04\uc5d0\uc11c \ucd5c\uc120\uc758 \uc804\ub7b5\uc740 \ub9ac\uc2a4\ud06c\ub97c \uc5c6\uc560\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc624\ubc84\uc6e8\uc774\ud2b8\ub97c \uc720\uc9c0\ud558\ub418 \ubcc0\ub3d9\uc131 \uae30\ubc18\uc73c\ub85c \uc9c4\uc785\uacfc \uc190\uc808\uc744 \uc815\uad50\ud558\uac8c \uc124\uacc4\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.\nConservative Analyst: \uacf5\uaca9\uc801 \uc560\ub110\ub9ac\uc2a4\ud2b8\uc758 \uc8fc\uc7a5\uc740 \uc0c1\uc2b9 \ubaa8\uba58\ud140\uc744 \uc798 \ud3ec\ucc29\ud558\uc9c0\ub9cc, \ubcf4\uc218\uc801 \ub9ac\uc2a4\ud06c \uad00\uc810\uc5d0\uc11c\ub294 \ubc14\ub85c \uadf8 \uc9c0\uc810\uc774 \uac00\uc7a5 \uc704\ud5d8\ud569\ub2c8\ub2e4. \uc774 \uc885\ubaa9\uc758 \ud575\uc2ec \uc704\ud5d8\uc740 \u201c\ucd94\uc138\uac00 \uc5c6\ub2e4\u201d\uac00 \uc544\ub2c8\ub77c \u201c\uc88b\uc740 \ub274\uc2a4\uc640 \uac15\ud55c \uc218\uae09\uc774 \uc774\ubbf8 \uac00\uaca9\uacfc \uae30\ub300\uce58\uc5d0 \uacfc\ub3c4\ud558\uac8c \uc555\ucd95 \ubc18\uc601\ub41c \uc0c1\ud0dc\uc5d0\uc11c, \ubcc0\ub3d9\uc131\uc774 \uc190\uc2e4\uc744 \ube60\ub974\uac8c \ud655\ub300\ud560 \uc218 \uc788\ub2e4\u201d\ub294 \uc810\uc785\ub2c8\ub2e4.\n\n\uba3c\uc800 \uc2e0\uace0\uac00\uac00 \uc704\ud5d8\uc774 \uc544\ub2c8\ub77c \uc7ac\ud3c9\uac00\uc758 \uc99d\uac70\ub77c\ub294 \uc8fc\uc7a5\uc5d0\ub294 \ub3d9\uc758\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. 2026-04-14 \ud655\uc778 \uc885\uac00\uac00 1,103,000\uc6d0\uc774\uace0 2026-04-16 \ubcf4\ub3c4\uc0c1 1,136,000\uc6d0 \ub9c8\uac10, \uc7a5\uc911 1,173,000~1,175,000\uc6d0 \uc0ac\uc0c1 \ucd5c\uace0\uac00\uac00 \uc5b8\uae09\ub410\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 2026-03-31 \uc800\uc810 807,000\uc6d0\uc5d0\uc11c \ubd88\uacfc \ubcf4\ub984 \ub0a8\uc9d3 \ub9cc\uc5d0 1,100,000\uc6d0\ub300\ub97c \ud68c\ubcf5\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uac15\ud55c \ucd94\uc138\uc774\uae30\ub3c4 \ud558\uc9c0\ub9cc, \ub3d9\uc2dc\uc5d0 \ub2e8\uae30 \uae30\ub300\uac00 \ub9e4\uc6b0 \ube60\ub974\uac8c \uac00\uaca9\uc5d0 \ubc18\uc601\ub410\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4. \ud2b9\ud788 2026-04-15 \uac70\ub798\uc77c \ub370\uc774\ud130\uac00 \uc81c\uacf5\ub418\uc9c0 \uc54a\uc558\uace0, 5\ubd84\ubd09 \ub3cc\ud30c \ud655\uc778\ub3c4 \uc218\ud589\ub418\uc9c0 \ubabb\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7f0 \ub370\uc774\ud130 \uacf5\ubc31\uc774 \uc788\ub294 \uc0c1\ud669\uc5d0\uc11c \u201c\uc2e0\uace0\uac00\uc774\ubbc0\ub85c \ub354 \uc0ac\uc57c \ud55c\ub2e4\u201d\ub294 \uc2dd\uc758 \ud574\uc11d\uc740 \ub9ac\uc2a4\ud06c \uad00\ub9ac \uae30\uc900\uc73c\ub85c\ub294 \ub108\ubb34 \ub290\uc2a8\ud569\ub2c8\ub2e4.\n\n\ubcc0\ub3d9\uc131\uc744 \uc218\uc775\uc758 \uc6d0\ucc9c\uc73c\ub85c \ubcf4\ub294 \uc2dc\uac01\ub3c4 \uc790\uc0b0 \ubcf4\ud638 \uad00\uc810\uc5d0\uc11c\ub294 \ubd88\ucda9\ubd84\ud569\ub2c8\ub2e4. ATR\uc774 65,221\uc6d0, \uc885\uac00 \ub300\ube44 \uc57d 5.9%\ub77c\ub294 \uac83\uc740 \ud558\ub8e8 \ud754\ub4e4\ub9bc\ub9cc\uc73c\ub85c\ub3c4 \uc77c\ubc18\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc704\ud5d8 \uc608\uc0b0\uc744 \ud06c\uac8c \uc18c\ubaa8\ud560 \uc218 \uc788\ub2e4\ub294 \uc758\ubbf8\uc785\ub2c8\ub2e4. \ubca0\ud0c0 1.751\uc778 \uace0\ubca0\ud0c0 \uba54\ubaa8\ub9ac \ub300\ud45c\uc8fc\uc5d0\uc11c \ubc29\ud5a5\uc774 \ub9de\uc73c\uba74 \uc218\uc775\uc774 \ud06c\ub2e4\ub294 \ub9d0\uc740 \ub9de\uc9c0\ub9cc, \ubc29\ud5a5\uc774 \ud2c0\ub9ac\uba74 \uc190\uc2e4\ub3c4 \ud6e8\uc52c \ube68\ub9ac \ub204\uc801\ub429\ub2c8\ub2e4. \ud2b9\ud788 \ud604\uc7ac \uac00\uaca9 1,136,000\uc6d0 \uae30\uc900\uc73c\ub85c 1,030,000~1,040,000\uc6d0 \uc9c0\uc9c0\ub300\uae4c\uc9c0\ub294 \uc774\ubbf8 \uc57d 8~9%, 10\uc77c EMA \ubd80\uadfc 993,000\uc6d0\uae4c\uc9c0\ub294 \uc57d 13% \ud558\ub77d \uc5ec\uc9c0\uac00 \uc5f4\ub824 \uc788\uc2b5\ub2c8\ub2e4. \u201c\uc815\uc0c1 \ubcc0\ub3d9\u201d\uc774\ub77c\uace0 \ubcf4\uae30\uc5d0\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc190\uc2e4 \uad00\ub9ac \uce21\uba74\uc5d0\uc11c \ub108\ubb34 \ud070 \ud3ed\uc785\ub2c8\ub2e4.\n\nAI/HBM \uae30\ub300\uac00 \uc2e4\uc801\uc73c\ub85c \ub4b7\ubc1b\uce68\ub41c\ub2e4\ub294 \uc8fc\uc7a5\ub3c4 \uc808\ubc18\ub9cc \ub9de\uc2b5\ub2c8\ub2e4. 2025\ub144 \ub9d0 \ub9e4\ucd9c, \uc601\uc5c5\uc774\uc775, \ud604\uae08\ud750\ub984\uc774 \uac15\ud55c \uac83\uc740 \uc0ac\uc2e4\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uba54\ubaa8\ub9ac \uc0b0\uc5c5\uc740 \ubcf8\uc9c8\uc801\uc73c\ub85c \uc0ac\uc774\ud074 \uc0b0\uc5c5\uc774\uace0, \ud604\uc7ac\uc758 \ub192\uc740 \uc601\uc5c5\uc774\uc775\ub960\uacfc \ub0ae\uc544 \ubcf4\uc774\ub294 \uc120\ud589 PER\uc744 \uadf8\ub300\ub85c \uc548\uc815\uc801 \uc911\uae30 \uc774\uc775\uc73c\ub85c \ud658\uc0b0\ud558\ub294 \uac83\uc740 \uc704\ud5d8\ud569\ub2c8\ub2e4. \uae30\ubcf8\uc801 \ubd84\uc11d\uc5d0\uc11c\ub3c4 \ucd1d \ube44\uacbd\uc0c1 \ud56d\ubaa9 -13.9\uc870\uc6d0, \ub9e4\ucd9c\ucc44\uad8c \uc99d\uac00, \uc6b4\uc804\uc790\ubcf8 \ubcc0\ud654 -2.37\uc870\uc6d0, \uc124\ube44\ud22c\uc790 -12.25\uc870\uc6d0\uc774 \ubaa8\ub450 \ud655\uc778\ub429\ub2c8\ub2e4. \uc774\uc775 \ubaa8\uba58\ud140\uc774 \uac15\ud558\ub354\ub77c\ub3c4 \uc774\uc775 \ud488\uc9c8, \ud68c\uc218 \uc18d\ub3c4, \uace0\uac1d \uc9d1\uc911\ub3c4, CAPEX \ud68c\uc218 \uac00\ub2a5\uc131\uc740 \uc544\uc9c1 \uac80\uc99d\ud574\uc57c \ud569\ub2c8\ub2e4. \ubcf4\uc218\uc801 \uad00\uc810\uc5d0\uc11c\ub294 \u201cPER\uc774 \ub0ae\ub2e4\u201d\ubcf4\ub2e4 \u201c\ud604\uc7ac \uc774\uc775\uc774 \uc0ac\uc774\ud074 \uace0\uc810\uc5d0 \uac00\uae4c\uc6b4\uac00\u201d\ub97c \uba3c\uc800 \ubb3c\uc5b4\uc57c \ud569\ub2c8\ub2e4.\n\n\uc678\uad6d\uc778 \uc218\uae09\uc5d0 \ub300\ud55c \uacf5\uaca9\uc801 \ud574\uc11d\ub3c4 \uc9c0\ub098\uce58\uac8c \ub099\uad00\uc801\uc785\ub2c8\ub2e4. \uc678\uad6d\uc778 \ubcf4\uc720\uc728 56.42%, \uc0bc\uc131\uc804\uc790\uc640 000660.KS\uc5d0 \uc21c\ub9e4\uc218\uc758 \uc57d 90% \uc9d1\uc911\uc774\ub77c\ub294 \uc0ac\uc2e4\uc740 \ubd84\uba85 \uac15\ud55c \uc218\uae09 \uc2e0\ud638\uc785\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc9d1\uc911 \ub9e4\uc218\ub294 \uc9d1\uc911 \ub9e4\ub3c4\uc758 \uc7a0\uc7ac \uc870\uac74\uc774\uae30\ub3c4 \ud569\ub2c8\ub2e4. \uc678\uad6d\uc778 \uc218\uae09 \uc758\uc874\ub3c4\uac00 \ub192\uc544\uc9c8\uc218\ub85d \ud658\uc728, \uae00\ub85c\ubc8c \uc704\ud5d8\uc120\ud638, \ubbf8\uad6d \uae30\uc220\uc8fc \uc870\uc815, \ubc18\ub3c4\uccb4 \uc5c5\ud669 \uae30\ub300 \ubcc0\ud654, \uc9c0\uc815\ud559 \uc774\ubca4\ud2b8\uc5d0 \uc8fc\uac00\uac00 \ub354 \ubbfc\uac10\ud574\uc9d1\ub2c8\ub2e4. \uc218\uae09\uc774 \ubab0\ub9b0 \uc8fc\ub3c4\uc8fc\ub294 \uc624\ub97c \ub54c\ub294 \ube60\ub974\uc9c0\ub9cc, \uae30\ub300\uac00 \uc870\uae08\ub9cc \ud754\ub4e4\ub824\ub3c4 \uc720\ub3d9\uc131 \ucd9c\uad6c\uac00 \uc881\uc544\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubcf4\uc218\uc801 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0\uc11c\ub294 \uc774\ub7f0 \uc218\uae09 \uc9d1\uc911\uc744 \ud655\uc2e0\uc758 \uadfc\uac70\uac00 \uc544\ub2c8\ub77c \ubaa8\ub2c8\ud130\ub9c1\ud574\uc57c \ud560 \ub9ac\uc2a4\ud06c\ub85c \ubd10\uc57c \ud569\ub2c8\ub2e4.\n\nCAPEX\uc640 EUV \uc7a5\ube44 \ubc18\uc785\uc744 \ub2e8\uc21c\ud788 \ubbf8\ub798 \uacbd\uc7c1\ub825\uc73c\ub85c\ub9cc \ubcf4\ub294 \uac83\ub3c4 \uc704\ud5d8\ud569\ub2c8\ub2e4. \uc124\ube44\ud22c\uc790\ub294 \uc218\uc694\uac00 \uacc4\uc18d \uac15\ud560 \ub54c\ub294 \ubb34\uae30\uc9c0\ub9cc, \uc218\uc694\uac00 \ub454\ud654\ub418\uba74 \uac10\uac00\uc0c1\uac01\ube44\uc640 \uace0\uc815\ube44 \ubd80\ub2f4\uc73c\ub85c \ubc14\ub01d\ub2c8\ub2e4. ASML EUV \ubc18\uc785\uacfc \uc2e0\uaddc \ud339 \uac00\ub3d9 \uae30\ub300\ub294 \uae0d\uc815\uc801\uc774\uc9c0\ub9cc, \ub3d9\uc2dc\uc5d0 \uacf5\uae09 \ud655\ub300\uc640 \ube44\uc6a9 \uc99d\uac00\ub97c \uc758\ubbf8\ud569\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uac00\uaca9 \uc0ac\uc774\ud074\uc774 \uaebe\uc774\uac70\ub098 HBM \uc218\uc694 \uac00\uc2dc\uc131\uc774 \uc57d\ud574\uc9c8 \uacbd\uc6b0, \uc9c0\uae08\uc758 CAPEX\ub294 \ub2e4\uc74c \uc774\uc775 \ub808\ubc84\ub9ac\uc9c0\uac00 \uc544\ub2c8\ub77c \ud604\uae08\ud750\ub984 \uc555\ubc15 \uc694\uc778\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\nRSI\uac00 62.49\ub77c \uc544\uc9c1 \uacfc\uc5f4\uc774 \uc544\ub2c8\ub77c\ub294 \uc8fc\uc7a5\ub3c4 \ubcf4\uc218\uc801\uc73c\ub85c\ub294 \ucda9\ubd84\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. RSI 70 \ubbf8\ub9cc\uc774\ub77c\ub294 \ud55c \uac00\uc9c0 \uc9c0\ud45c\ub9cc\uc73c\ub85c \uacfc\uc5f4 \uc6b0\ub824\ub97c \ub0ae\ucd9c \uc218\ub294 \uc5c6\uc2b5\ub2c8\ub2e4. \uac00\uaca9\uc740 \uc774\ubbf8 10\uc77c EMA 993,185\uc6d0, 50\uc77c SMA 934,716\uc6d0, VWMA 934,598\uc6d0\uc744 \ud06c\uac8c \uc6c3\ub3cc\uace0 \uc788\uace0, 200\uc77c SMA 565,999\uc6d0\uacfc\uc758 \uad34\ub9ac\ub294 \ub9e4\uc6b0 \ud07d\ub2c8\ub2e4. \uc7a5\uae30 \ud3c9\uade0 \ub300\ube44 \uac00\uaca9\uc774 \uba40\ub9ac \uc55e\uc11c \uc788\ub2e4\ub294 \uac83\uc740 \ucd94\uc138\uac00 \uac15\ud558\ub2e4\ub294 \ub73b\uc778 \ub3d9\uc2dc\uc5d0, \ud3c9\uade0 \ud68c\uadc0\uac00 \ubc1c\uc0dd\ud560 \uacbd\uc6b0 \uc190\uc2e4 \ud3ed\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4. 2026-02-26\uc5d0\ub3c4 RSI 78.58 \uc774\ud6c4 \uae09\ub77d\uc774 \ub098\uc654\ub358 \uc804\ub840\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uae08\uc740 \uacfc\uc5f4\uc774 \uc644\uc131\ub418\uc9c0 \uc54a\uc558\ub2e4\ub294 \uc774\uc720\ub85c \uc548\uc2ec\ud560 \uad6d\uba74\uc774 \uc544\ub2c8\ub77c, \uacfc\uc5f4\ub85c \ub118\uc5b4\uac00\ub294\uc9c0 \uacbd\uacc4\ud574\uc57c \ud558\ub294 \uad6c\uac04\uc785\ub2c8\ub2e4.\n\n\ub530\ub77c\uc11c \uc800\ub294 \ud2b8\ub808\uc774\ub354\uc758 OVERWEIGHT/BULLISH \uc790\uccb4\ub97c \uadf8\ub300\ub85c \ub450\uae30\ubcf4\ub2e4, \ub9ac\uc2a4\ud06c \uc870\uc815\uc774 \ud544\uc694\ud558\ub2e4\uace0 \ubd05\ub2c8\ub2e4. \uae30\uc874 \ubcf4\uc720\uc790\ub294 \ubb34\uc870\uac74 \u201c\ud754\ub4e4\ub9b4 \uc774\uc720\uac00 \uc5c6\ub2e4\u201d\uac00 \uc544\ub2c8\ub77c, \ucd08\uacfc\uc218\uc775\uc774 \ub09c \ubb3c\ub7c9 \uc77c\ubd80\ub97c \ubcf4\ud638\ud558\uace0 \uc190\uc808\uc120\uc744 \uc0c1\ud5a5\ud574\uc57c \ud569\ub2c8\ub2e4. \uc2e0\uaddc \uc790\uae08\uc740 1,100,000~1,136,000\uc6d0 \uc0c1\ub2e8 \ub3cc\ud30c \ucd94\uaca9\ubcf4\ub2e4 1,030,000~1,040,000\uc6d0 \uc7ac\ud655\uc778 \ud6c4 \uc81c\ud55c\uc801 \ubd84\ud560 \uc9c4\uc785\uc774 \ud6e8\uc52c \ub0ab\uc2b5\ub2c8\ub2e4. 993,000\uc6d0 \uc774\ud0c8\uc740 tactical exposure \ucd95\uc18c\uac00 \uc544\ub2c8\ub77c \uc6d0\uce59\uc801 \uac10\ucd95 \uc2e0\ud638\ub85c \ub2e4\ub904\uc57c \ud558\uace0, 934,000~935,000\uc6d0 VWMA/50\uc77c\uc120\uc774 \uae68\uc9c0\uba74 \uc911\uae30 overweight thesis \uc790\uccb4\ub97c \uc7ac\uac80\ud1a0\ud574\uc57c \ud569\ub2c8\ub2e4.\n\n\uc81c\uc548\ud558\ub294 \ubcf4\uc218\uc801 \uc870\uc815\uc740 rating\uc744 OVERWEIGHT\uc5d0\uc11c MARKET WEIGHT \ub610\ub294 \uc81c\ud55c\uc801 OVERWEIGHT\ub85c \ub0ae\ucd94\uace0, entry_action\uc740 WAIT\ub97c \uc720\uc9c0\ud558\ub418 breakout entry \uc870\uac74\uc740 \ub354 \uc5c4\uaca9\ud558\uac8c \ub9cc\ub4dc\ub294 \uac83\uc785\ub2c8\ub2e4. \uc989, \ub2e8\uc21c \uc885\uac00 \ub3cc\ud30c\uac00 \uc544\ub2c8\ub77c 1,100,000\uc6d0 \uc774\uc0c1\uc5d0\uc11c \uba70\uce60\uac04 \uc548\ucc29, \uac70\ub798\ub7c9 \uacfc\uc5f4 \uc644\ud654, \uc678\uad6d\uc778 \uc21c\ub9e4\uc218 \uc9c0\uc18d, RSI 70 \ubbf8\ub9cc \uc720\uc9c0, IR\u00b7\uc2e4\uc801 \ucf54\uba58\ud130\ub9ac\uc5d0\uc11c HBM \uac00\uaca9\uacfc \uc218\uc694 \uac00\uc2dc\uc131 \ud655\uc778\uc774 \ud568\uaed8 \ud544\uc694\ud569\ub2c8\ub2e4. \ud3ec\uc9c0\uc158 \ud06c\uae30\ub294 \ud3c9\uc18c\ubcf4\ub2e4 \uc791\uac8c, \uc2e0\uaddc \uc9c4\uc785\uc740 \ucd5c\ub300 25~33% starter size\ub85c \uc81c\ud55c\ud558\ub294 \ud3b8\uc774 \ub354 \uc801\uc808\ud569\ub2c8\ub2e4.\n\n\uacf5\uaca9\uc801 \uad00\uc810\uc740 \uae30\ud68c\ube44\uc6a9\uc744 \uac15\uc870\ud558\uc9c0\ub9cc, \ubcf4\uc218\uc801 \ub9ac\uc2a4\ud06c \uad00\ub9ac\uc758 \ubaa9\uc801\uc740 \ubaa8\ub4e0 \uc0c1\uc2b9\uc744 \ub2e4 \uc7a1\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ud68c\ubcf5 \ubd88\uac00\ub2a5\ud55c \uc190\uc2e4\uc744 \ud53c\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. 000660.KS\ub294 \uc88b\uc740 \ud68c\uc0ac\uc774\uace0 \uac15\ud55c \ucd94\uc138\uc5d0 \uc788\uc9c0\ub9cc, \ud604\uc7ac\ub294 \uc88b\uc740 \ub274\uc2a4, \uc678\uad6d\uc778 \uc218\uae09, AI/HBM \uae30\ub300, \uc2e0\uace0\uac00 \uc11c\uc0ac\uac00 \ud55c \ubc29\ud5a5\uc73c\ub85c \uacfc\ubc00\ud574\uc9c4 \uc0c1\ud0dc\uc785\ub2c8\ub2e4. \uc774\ub7f4 \ub54c firm\uc758 \uc790\uc0b0\uc744 \uc9c0\ud0a4\ub294 \ucd5c\uc120\uc758 \uc120\ud0dd\uc740 \ud765\ubd84\uc744 \ub530\ub77c\uac00\ub294 \uac83\uc774 \uc544\ub2c8\ub77c, \ud655\uc778\ub41c \uc9c0\uc9c0\uc5d0\uc11c\ub9cc \uc791\uac8c \uc0ac\uace0, \uae30\uc874 \uc774\uc775\uc744 \ubcf4\ud638\ud558\uba70, \uae30\ub300\uac00 \ud754\ub4e4\ub9b4 \ub54c \ube60\ub974\uac8c \ubc29\uc5b4\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.\nNeutral Analyst: \uc911\ub9bd \uad00\uc810\uc5d0\uc11c\ub294 \ub450 \ucabd \ubaa8\ub450 \uc911\uc694\ud55c \uc0ac\uc2e4\uc744 \ubcf4\uace0 \uc788\uc9c0\ub9cc, \uac01\uac01 \ud55c\ucabd\uc73c\ub85c \ub108\ubb34 \ubc00\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacf5\uaca9\uc801 \uc560\ub110\ub9ac\uc2a4\ud2b8\ub294 \ucd94\uc138\uc640 \uc774\uc775 \ubaa8\uba58\ud140\uc744 \uc815\ud655\ud788 \uc9da\uc5c8\uc9c0\ub9cc, \u201c\uc2e0\uace0\uac00\ub294 \uc704\ud5d8\uc774 \uc544\ub2c8\ub77c \uc99d\uac70\u201d\ub77c\uace0 \ub2e8\uc815\ud558\ub294 \uc21c\uac04 \ub9ac\uc2a4\ud06c\ub97c \uacfc\uc18c\ud3c9\uac00\ud569\ub2c8\ub2e4. \ubc18\ub300\ub85c \ubcf4\uc218\uc801 \uc560\ub110\ub9ac\uc2a4\ud2b8\ub294 \ubcc0\ub3d9\uc131\uacfc \uae30\ub300 \uacfc\ubc00\uc744 \uc798 \uc9c0\uc801\ud588\uc9c0\ub9cc, \uadf8 \ub54c\ubb38\uc5d0 \ud604\uc7ac\uc758 \uc2e4\uc81c \uc218\uae09, \uc2e4\uc801, \uae30\uc220\uc801 \uc7ac\uac00\uc18d\uc744 \uc9c0\ub098\uce58\uac8c \ud560\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc81c \uacb0\ub860\uc740 \uae30\uc874 \ud2b8\ub808\uc774\ub354\uc758 OVERWEIGHT/BULLISH\ub294 \uc720\uc9c0\ud558\ub418, \uc2e4\ud589\uc740 \ub354 \uc5c4\uaca9\ud55c \uc81c\ud55c\uc801 \uc624\ubc84\uc6e8\uc774\ud2b8\ub85c \ub2e4\ub4ec\ub294 \uac83\uc774 \uac00\uc7a5 \ud569\ub9ac\uc801\uc785\ub2c8\ub2e4.\n\n\uacf5\uaca9\uc801 \uad00\uc810\uc5d0 \uba3c\uc800 \ubc18\ub860\ud558\uaca0\uc2b5\ub2c8\ub2e4. 000660.KS\uac00 2026-03-31 \uc800\uc810 807,000\uc6d0\uc5d0\uc11c 2026-04-14 \ud655\uc778 \uc885\uac00 1,103,000\uc6d0\uae4c\uc9c0 \ubc18\ub4f1\ud588\uace0, 2026-04-16 \ubcf4\ub3c4\uc0c1 1,136,000\uc6d0 \ub9c8\uac10\uacfc \uc7a5\uc911 1,173,000\uc6d0\ub300 \uc2e0\uace0\uac00\ub97c \uae30\ub85d\ud588\ub2e4\ub294 \uc810\uc740 \ubd84\uba85 \uac15\ud55c \uc2e0\ud638\uc785\ub2c8\ub2e4. MACD\uc640 MACD \ud788\uc2a4\ud1a0\uadf8\ub7a8\uc758 \uae09\ubc18\uc804, RSI 62.49, \uc678\uad6d\uc778 \ubcf4\uc720\uc728 56.42% \ubcf4\ub3c4, \uac15\ud55c \uc601\uc5c5\uc774\uc775\uacfc \ud604\uae08\ud750\ub984\ub3c4 \uc0c1\uc2b9 \ub17c\ub9ac\ub97c \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ubc14\ub85c \uadf8 \uac15\ub3c4\uac00 \ubb38\uc81c\uc785\ub2c8\ub2e4. ATR\uc774 \uc57d 65,221\uc6d0, \uc885\uac00 \ub300\ube44 5.9%\ub77c\ub294 \uac83\uc740 \ub2e8\uc21c\ud55c \u201c\uc218\uc775\uc758 \uc6d0\ucc9c\u201d\uc774 \uc544\ub2c8\ub77c \uc9c4\uc785 \ud0c0\uc774\ubc0d\uc774 \uc870\uae08\ub9cc \ud2c0\ub824\ub3c4 8~13% \uc870\uc815\uc774 \ub9e4\uc6b0 \ube60\ub974\uac8c \uc62c \uc218 \uc788\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4. \uacf5\uaca9\uc801 \uc8fc\uc7a5\uc740 \uae30\ud68c\ube44\uc6a9\uc744 \uac15\uc870\ud558\uc9c0\ub9cc, \ud604\uc7ac \uad6c\uac04\uc5d0\uc11c\ub294 \ucd94\uc138 \ucd94\uc885\uc758 \ubcf4\uc0c1\uacfc \ucd94\uaca9 \ub9e4\uc218\uc758 \uc190\uc2e4 \uac00\ub2a5\uc131\uc774 \ub3d9\uc2dc\uc5d0 \ucee4\uc838 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ub610 \uacf5\uaca9\uc801 \uc560\ub110\ub9ac\uc2a4\ud2b8\uac00 \uc120\ud589 PER 4.39\uc640 \uac15\ud55c \uc774\uc775\uc744 \uadfc\uac70\ub85c \u201c\uc544\uc9c1 \uc2f8\ub2e4\u201d\uace0 \ubcf4\ub294 \uac83\ub3c4 \uc870\uc2ec\ud574\uc57c \ud569\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uc5c5\uc885\uc740 \uc774\uc775\uc774 \uc88b\uc544\uc9c8 \ub54c PER\uc774 \ub0ae\uc544 \ubcf4\uc774\uace0, \uc0ac\uc774\ud074\uc774 \uaebe\uc77c \ub54c \uadf8 \ub0ae\uc740 PER\uc774 \ud568\uc815\uc774 \ub418\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. 2025\ub144 \ub9d0 \uc601\uc5c5\uc774\uc775\uacfc \uc790\uc720\ud604\uae08\ud750\ub984\uc740 \ub9e4\uc6b0 \uc88b\uc9c0\ub9cc, \ube44\uacbd\uc0c1 \ud56d\ubaa9 -13.9\uc870\uc6d0, \ub9e4\ucd9c\ucc44\uad8c \uc99d\uac00, \uc6b4\uc804\uc790\ubcf8 \ubd80\ub2f4, CAPEX -12.25\uc870\uc6d0\uc740 \uc774\uc775\uc758 \uc9c8\uacfc \uc9c0\uc18d\uc131\uc744 \uacc4\uc18d \uc810\uac80\ud574\uc57c \ud55c\ub2e4\ub294 \uc2e0\ud638\uc785\ub2c8\ub2e4. HBM\uacfc AI \uc218\uc694\uac00 \uad6c\uc870\uc801\uc774\ub77c\ub294 \uc810\uc740 \uc778\uc815\ud558\uc9c0\ub9cc, \uc2dc\uc7a5 \uc11c\uc0ac\uac00 AI, HBM, \uc678\uad6d\uc778 \uc21c\ub9e4\uc218, \uc288\ud37c\uc0ac\uc774\ud074\uc5d0 \uc9c0\ub098\uce58\uac8c \uc9d1\uc911\ub418\uc5b4 \uc788\ub2e4\ub294 \uc810\ub3c4 \ubb34\uc2dc\ud574\uc11c\ub294 \uc548 \ub429\ub2c8\ub2e4.\n\n\ub2e4\ub9cc \ubcf4\uc218\uc801 \uc560\ub110\ub9ac\uc2a4\ud2b8\uc758 \uacbd\uacc4\ub3c4 \ub2e4\uc18c \uc9c0\ub098\uce69\ub2c8\ub2e4. \uc774 \uc885\ubaa9\uc744 MARKET WEIGHT\ub85c \ub0ae\ucd94\uc790\ub294 \uc81c\uc548\uc740 \ud604\uc7ac\uc758 \uae30\uc220\uc801\u00b7\uae30\ubcf8\uc801 \uac1c\uc120\uc744 \ub108\ubb34 \ubc29\uc5b4\uc801\uc73c\ub85c \ud574\uc11d\ud569\ub2c8\ub2e4. 10\uc77c EMA 993,185\uc6d0, 50\uc77c SMA 934,716\uc6d0, 200\uc77c SMA 565,999\uc6d0\uc744 \ubaa8\ub450 \ud06c\uac8c \uc6c3\ub3cc\uace0 \uc788\uace0, 2026-04-08\uc758 1,033,000\uc6d0 \ud68c\ubcf5 \uc774\ud6c4 1,040,000\uc6d0, 1,103,000\uc6d0\uc73c\ub85c \uc774\uc5b4\uc9c4 \ud750\ub984\uc740 \ub2e8\uc21c\ud55c \ub274\uc2a4 \ubc18\ub4f1\uc774 \uc544\ub2d9\ub2c8\ub2e4. MACD\uac00 \uc74c\uc218\uc5d0\uc11c \uac15\ud558\uac8c \uc591\uc804\ud658\ud588\uace0, \uac70\ub798\ub7c9\ub3c4 2026-04-08 6,709,356\uc8fc, 2026-04-14 4,754,545\uc8fc\ub85c \ubc18\ub4f1\uc5d0 \ub3d9\ubc18\ub410\uc2b5\ub2c8\ub2e4. \uc774\ub7f0 \uc0c1\ud669\uc5d0\uc11c \uc9c0\ub098\uce58\uac8c \uae30\ub2e4\ub9ac\uae30\ub9cc \ud558\uba74 \uc8fc\ub3c4\uc8fc \uc7ac\ud3c9\uac00 \uad6c\uac04\uc5d0\uc11c \uc758\ubbf8 \uc788\ub294 \uc218\uc775 \uae30\ud68c\ub97c \ub193\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ubcf4\uc218\uc801 \uad00\uc810\uc774 \u201c1,100,000\uc6d0 \uc774\uc0c1\uc5d0\uc11c \uba70\uce60\uac04 \uc548\ucc29, \uac70\ub798\ub7c9 \uc644\ud654, \uc678\uad6d\uc778 \uc21c\ub9e4\uc218 \uc9c0\uc18d, RSI 70 \ubbf8\ub9cc, IR \ud655\uc778\u201d\uc744 \ubaa8\ub450 \uc694\uad6c\ud558\ub294 \uac83\uc740 \ub9ac\uc2a4\ud06c \uad00\ub9ac\uc5d0\ub294 \uc88b\uc9c0\ub9cc \uc2e4\ud589 \uac00\ub2a5\uc131\uc774 \ub0ae\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 \uc870\uac74\uc774 \uc644\ubcbd\ud574\uc9c8 \ub54c\ub294 \uac00\uaca9\uc774 \uc774\ubbf8 1,150,000~1,200,000\uc6d0 \ubaa9\ud45c \uad6c\uac04\uc5d0 \uac00\uae4c\uc6cc\uc838 \uc190\uc775\ube44\uac00 \uc624\ud788\ub824 \ub098\ube60\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \ubcf4\uc218\uc801 \uc2dc\uac01\uc740 \uc190\uc2e4 \ud68c\ud53c\uc5d0\ub294 \uac15\ud558\uc9c0\ub9cc, \ud604\uc7ac\ucc98\ub7fc \ucd94\uc138\uc640 \uc2e4\uc801 \uae30\ub300\uac00 \ub3d9\uc2dc\uc5d0 \uc0b4\uc544\ub098\ub294 \uad6d\uba74\uc5d0\uc11c\ub294 \ub108\ubb34 \ub9ce\uc740 \ud655\uc778\uc744 \uc694\uad6c\ud574 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 \uc0c1\uc2b9 \ucc38\uc5ec\uc728\uc744 \ub0ae\ucd9c \uc704\ud5d8\uc774 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uadf8\ub798\uc11c \uc911\ub9bd\uc801 \uc870\uc815\uc548\uc740 \uc774\ub807\uc2b5\ub2c8\ub2e4. rating\uc740 OVERWEIGHT\ub97c \uc720\uc9c0\ud558\ub418 \ud45c\ud604\uc740 \u201ccontrolled OVERWEIGHT\u201d \ub610\ub294 \u201crisk-managed OVERWEIGHT\u201d\ub85c \ub0ae\ucdb0 \uc7a1\ub294 \uac83\uc774 \uc88b\uc2b5\ub2c8\ub2e4. portfolio_stance\ub294 BULLISH\ub97c \uc720\uc9c0\ud558\ub418, entry_action\uc740 WAIT\uac00 \ub9de\uc2b5\ub2c8\ub2e4. \ub2e8, WAIT\uc758 \uc758\ubbf8\ub294 \uc544\ubb34\uac83\ub3c4 \ud558\uc9c0 \uc54a\ub294 \uac83\uc774 \uc544\ub2c8\ub77c, \uae30\uc874 \ubcf4\uc720\ubd84\uc740 \uc720\uc9c0\ud558\uba74\uc11c \uc2e0\uaddc \uc790\uae08\uc740 \ub450 \uac08\ub798 \uc870\uac74\uc5d0\uc11c\ub9cc \uc4f0\ub294 \uac83\uc785\ub2c8\ub2e4. \uccab\uc9f8, 1,030,000~1,040,000\uc6d0 \uc9c0\uc9c0 \uc7ac\ud655\uc778 \uc2dc 25~33% starter size\ub85c \ubd84\ud560 \uc9c4\uc785\ud569\ub2c8\ub2e4. \ub458\uc9f8, 1,100,000~1,136,000\uc6d0 \uc704 \uc7ac\ub3cc\ud30c\ub97c \ucd94\uc885\ud558\ub824\uba74 \ub2e8\uc21c \uc885\uac00 \ub3cc\ud30c\uac00 \uc544\ub2c8\ub77c \uacfc\uc5f4\uc801 \uac70\ub798\ub7c9\uc774 \uc544\ub2cc \uac74\uac15\ud55c \uac70\ub798\ub7c9, RSI 70 \ubbf8\ub9cc \ub610\ub294 70 \ub3cc\ud30c \ud6c4 \ube60\ub978 \uacfc\uc5f4 \ub454\ud654, \uc678\uad6d\uc778 \ub9e4\uc218 \uc9c0\uc18d \uc911 \ucd5c\uc18c \ub450 \uac00\uc9c0\uac00 \uac19\uc774 \ud655\uc778\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.\n\n\uae30\uc874 \ubcf4\uc720\uc790\ub294 \uacf5\uaca9\uc801 \uc560\ub110\ub9ac\uc2a4\ud2b8 \ub9d0\ucc98\ub7fc \uc804\ubd80 \ud754\ub4e4\ub9b4 \ud544\uc694\ub294 \uc5c6\uc9c0\ub9cc, \ubcf4\uc218\uc801 \uc560\ub110\ub9ac\uc2a4\ud2b8 \ub9d0\ucc98\ub7fc \uc77c\ubd80 \uc774\uc775 \ubcf4\ud638\ub3c4 \ud544\uc694\ud569\ub2c8\ub2e4. \uc81c\uc548\uc740 \ud575\uc2ec \uc911\uae30 \ubcf4\uc720\ubd84\uacfc \uc804\uc220\uc801 \ucd08\uacfc\ubd84\uc744 \ub098\ub204\ub294 \uac83\uc785\ub2c8\ub2e4. \ud575\uc2ec \ubcf4\uc720\ubd84\uc740 934,000~935,000\uc6d0 VWMA/50\uc77c\uc120\uc774 \uae68\uc9c0\uae30 \uc804\uae4c\uc9c0 \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74 \uc804\uc220\uc801 \ucd08\uacfc\ubd84\uc740 1,030,000~1,040,000\uc6d0 \uc774\ud0c8 \ud6c4 \ube60\ub978 \ud68c\ubcf5 \uc2e4\ud328 \uc2dc \uc904\uc774\uace0, 993,000\uc6d0 \uc804\ud6c4 10\uc77c EMA\ub97c \uacb0\uc815\uc801\uc73c\ub85c \ud558\ud68c\ud558\uba74 \ub354 \uc5c4\uaca9\ud788 \uac10\ucd95\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \uac15\ud55c \ucd94\uc138\uc5d0\ub294 \uacc4\uc18d \ucc38\uc5ec\ud558\uba74\uc11c\ub3c4, \ub2e8\uae30 \uacfc\uc5f4\uc774 \ub418\ub3cc\ub9bc\uc73c\ub85c \ubc14\ub014 \ub54c \uc190\uc2e4 \ud655\ub300\ub97c \ub9c9\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc81c\uac00 \ud2b9\ud788 \uac15\uc870\ud558\uace0 \uc2f6\uc740 \uac83\uc740 \ud3ec\uc9c0\uc158 \ud06c\uae30\uc785\ub2c8\ub2e4. \uc774 \uc885\ubaa9\uc758 \ubc29\ud5a5\uc131 \ud310\ub2e8\ubcf4\ub2e4 \uc911\uc694\ud55c \uac83\uc740 \ubcc0\ub3d9\uc131 \uc608\uc0b0\uc785\ub2c8\ub2e4. ATR\uc774 5.9% \uc218\uc900\uc774\uace0 \ubca0\ud0c0\uac00 1.751\uc778 \uc0c1\ud669\uc5d0\uc11c \ud3c9\uc18c\uc640 \uac19\uc740 \uba85\ubaa9 \uae08\uc561\uc744 \ub123\uc73c\uba74 \uc2e4\uc81c \uc704\ud5d8\uc740 \ud3c9\uc18c\ubcf4\ub2e4 \ud6e8\uc52c \ud07d\ub2c8\ub2e4. \uc2e0\uaddc \uc790\uae08\uc740 \uc815\uc0c1 \uc0ac\uc774\uc988\uc758 \uc808\ubc18 \uc774\ud558\ub85c \uc2dc\uc791\ud558\uace0, \uac00\uaca9\uc774 1,100,000\uc6d0 \uc704\uc5d0\uc11c \uc548\uc815\uc801\uc73c\ub85c \uba38\ubb3c\uba70 \ubcc0\ub3d9\uc131\uc774 \uc904\uc5b4\ub4e4 \ub54c\ub9cc \ucd94\uac00\ud558\ub294 \ubc29\uc2dd\uc774 \ub9de\uc2b5\ub2c8\ub2e4. \ubc18\ub300\ub85c RSI\uac00 70 \uc774\uc0c1\uc73c\ub85c \uae09\ub4f1\ud558\uace0 \uac70\ub798\ub7c9\uc774 \ud3ed\ubc1c\uc801\uc73c\ub85c \ubd99\ub294\ub370 \uac00\uaca9 \uc804\uc9c4\uc774 \ub454\ud654\ub41c\ub2e4\uba74, \uc2e0\uaddc \ub9e4\uc218\ubcf4\ub2e4 \uc804\uc220\uc801 \ubb3c\ub7c9 \uc77c\ubd80 \ucc28\uc775 \uc2e4\ud604\uc774 \ub354 \ud569\ub9ac\uc801\uc785\ub2c8\ub2e4.\n\n\ucd5c\uc885\uc801\uc73c\ub85c \uc800\ub294 \ud2b8\ub808\uc774\ub354\uc758 \uae30\ubcf8 \ud310\ub2e8\uc744 \uc720\uc9c0\ud558\ub418, \uacf5\uaca9\uc801 \ud574\uc11d\ucc98\ub7fc \u201c\uc8fc\ub3c4\uc8fc\uc774\ub2c8 \uc704\ud5d8\uc744 \uac10\uc218\ud558\uc9c0 \uc54a\ub294 \uac83\uc774 \ub354 \ud070 \uc704\ud5d8\u201d\uc774\ub77c\uace0\uae4c\uc9c0 \ubcf4\uc9c0\ub294 \uc54a\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \ubcf4\uc218\uc801 \ud574\uc11d\ucc98\ub7fc \u201c\uae30\ub300\uac00 \uacfc\ubc00\ud558\ub2c8 MARKET WEIGHT\ub85c \ub0ae\ucdb0\uc57c \ud55c\ub2e4\u201d\ub294 \uacb0\ub860\ub3c4 \uacfc\ud569\ub2c8\ub2e4. \uac00\uc7a5 \uc9c0\uc18d \uac00\ub2a5\ud55c \uc804\ub7b5\uc740 \uc0c1\uc2b9 \ucd94\uc138\ub97c \uc778\uc815\ud558\uace0 OVERWEIGHT\ub97c \uc720\uc9c0\ud558\ub418, \uc2e0\uace0\uac00 \ucd94\uaca9\uc740 \uc81c\ud55c\ud558\uace0, 1,030,000~1,040,000\uc6d0 \uc9c0\uc9c0 \ub610\ub294 1,100,000~1,136,000\uc6d0 \uc704 \uc548\uc815\uc801 \uc7ac\uc548\ucc29\uc774\ub77c\ub294 \ud655\uc778 \uc870\uac74\uc5d0 \ub9de\ucdb0 \ub2e8\uacc4\uc801\uc73c\ub85c \uc6c0\uc9c1\uc774\ub294 \uac83\uc785\ub2c8\ub2e4. \uc989, \ubc29\ud5a5\uc740 bullish, \uc2e4\ud589\uc740 patient, \uc0ac\uc774\uc9d5\uc740 conservative, \ub9ac\uc2a4\ud06c \uad00\ub9ac\ub294 volatility-based\uac00 \ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.",
        "judge_decision": "{\n  \"rating\": \"OVERWEIGHT\",\n  \"portfolio_stance\": \"BULLISH\",\n  \"entry_action\": \"WAIT\",\n  \"setup_quality\": \"DEVELOPING\",\n  \"confidence\": 0.74,\n  \"time_horizon\": \"medium\",\n  \"entry_logic\": \"000660.KS\uc5d0 \ub300\ud55c \uc911\uae30 \ubc29\ud5a5\uc131\uc740 \uae0d\uc815\uc801\uc73c\ub85c \uc720\uc9c0\ud55c\ub2e4. \uacf5\uaca9\uc801 \uc560\ub110\ub9ac\uc2a4\ud2b8\uac00 \uc9c0\uc801\ud55c 2026-03-31 \uc800\uc810 807,000\uc6d0\uc5d0\uc11c 2026-04-14 \uc885\uac00 1,103,000\uc6d0\uae4c\uc9c0\uc758 \ud68c\ubcf5, 2026-02-26 \uace0\uc810\uad8c 1,099,000\uc6d0 \uc885\uac00 \ub3cc\ud30c, MACD\uc758 2026-04-07 -10,147.74\uc5d0\uc11c 2026-04-14 29,769.78\ub85c\uc758 \uae09\ubc18\uc804, RSI 62.49, \uc678\uad6d\uc778 \ubcf4\uc720\uc728 56.42% \ubcf4\ub3c4, 2025-12 \ub9e4\ucd9c 32.8\uc870\uc6d0\uacfc \uc601\uc5c5\uc774\uc775 19.2\uc870\uc6d0\uc740 OVERWEIGHT\ub97c \uc815\ub2f9\ud654\ud55c\ub2e4. \ub2e4\ub9cc \ubcf4\uc218\uc801\u00b7\uc911\ub9bd \uc560\ub110\ub9ac\uc2a4\ud2b8\uac00 \uac15\uc870\ud55c \uac83\ucc98\ub7fc 2026-04-16 \ubcf4\ub3c4\uc0c1 \uc885\uac00 1,136,000\uc6d0\uacfc \uc7a5\uc911 1,173,000~1,175,000\uc6d0 \uc2e0\uace0\uac00 \uc774\ud6c4 \ub2e8\uae30 \uc190\uc775\ube44\ub294 \ub298\uc5b4\uc838 \uc788\uace0, ATR \uc57d 65,221\uc6d0 \ub610\ub294 \uc885\uac00 \ub300\ube44 \uc57d 5.9%\uc758 \ubcc0\ub3d9\uc131 \ub54c\ubb38\uc5d0 \uc624\ub298 \uc989\uc2dc \ucd94\uaca9 \ub9e4\uc218\ub294 \ubcf4\ub958\ud55c\ub2e4. \uc2e0\uaddc \uc9c4\uc785\uc740 1,030,000~1,040,000\uc6d0 \uc9c0\uc9c0 \uc7ac\ud655\uc778\uacfc \uac70\ub798\ub7c9 \uc548\uc815, \ub610\ub294 1,100,000~1,136,000\uc6d0 \uc704 \uc7ac\uc548\ucc29\uacfc \uac74\uac15\ud55c \uac70\ub798\ub7c9, \uc678\uad6d\uc778 \ub9e4\uc218 \uc9c0\uc18d, RSI \uacfc\uc5f4 \uc644\ud654 \uc911 \ucd5c\uc18c \uc77c\ubd80\uac00 \ud655\uc778\ub420 \ub54c\ub9cc \ud5c8\uc6a9\ud55c\ub2e4. \ub530\ub77c\uc11c \ubc29\ud5a5\uc740 BULLISH, \uc989\uc2dc \uc2e4\ud589\uc740 WAIT\uc774\uba70, \uc870\uac74 \ucda9\uc871 \uc2dc \uc81c\ud55c\uc801 starter\ub294 \uc815\ub2f9\ud654\ub420 \uc218 \uc788\ub2e4.\",\n  \"exit_logic\": \"\uc804\uc220\uc801 \ucd08\uacfc\ubd84\uc740 000660.KS\uac00 1,030,000~1,040,000\uc6d0 \uc9c0\uc9c0\ub300\ub97c \uc774\ud0c8\ud558\uace0 \ube60\ub974\uac8c \ud68c\ubcf5\ud558\uc9c0 \ubabb\ud558\uba74 \ucd95\uc18c\ud55c\ub2e4. 10\uc77c EMA \ubd80\uadfc\uc73c\ub85c \uc81c\uc2dc\ub41c \uc57d 993,000\uc6d0\uc744 \uacb0\uc815\uc801\uc73c\ub85c \ud558\ud68c\ud558\uba74 \uc2e0\uaddc \uc9c4\uc785 \uacc4\ud68d\uc744 \uc911\ub2e8\ud558\uace0 \uc804\uc220\uc801 \ud3ec\uc9c0\uc158\uc740 \uc6d0\uce59\uc801\uc73c\ub85c \uc815\ub9ac\ud55c\ub2e4. \uc911\uae30 \ube44\uc911 \ud655\ub300 \ub17c\ub9ac\ub294 VWMA\uc640 50\uc77c SMA\uac00 \uacb9\uce58\ub294 934,000~935,000\uc6d0 \ubd80\uadfc\uc774 \ubb34\ub108\uc9c0\uac70\ub098, HBM\u00b7DRAM\u00b7NAND \uac00\uaca9 \ubc0f \uc218\uc694 \uac00\uc2dc\uc131, \uc774\uc775\ub960, \uace0\uac1d \uc8fc\ubb38, \uc7ac\uace0\uc640 \ub9e4\ucd9c\ucc44\uad8c \uc9c0\ud45c\uac00 \ud604\uc7ac\uc758 \uace0\ub9c8\uc9c4 \uae30\ub300\ub97c \ud6fc\uc190\ud560 \ub54c \uc7ac\uac80\ud1a0\ud55c\ub2e4. RSI\uac00 70 \uc774\uc0c1\uc73c\ub85c \uae09\ub4f1\ud558\uba74\uc11c \uac70\ub798\ub7c9 \ud3ed\uc99d\uc5d0\ub3c4 \uac00\uaca9 \uc804\uc9c4\uc774 \ub454\ud654\ub418\uba74 \uc2e0\uaddc \ub9e4\uc218\ubcf4\ub2e4 \uc77c\ubd80 \uc774\uc775 \ubcf4\ud638\ub97c \uc6b0\uc120\ud55c\ub2e4.\",\n  \"position_sizing\": \"\uae30\uc874 \ubcf4\uc720\uc790\ub294 \uc911\uae30 \ud575\uc2ec \ubcf4\uc720\ubd84\uc744 \uc720\uc9c0\ud558\ub418, \uc2e0\uace0\uac00 \uc774\ud6c4 \uc804\uc220\uc801 \ucd08\uacfc\ubd84\uc740 \ubcf4\ud638\ud55c\ub2e4. \uc2e0\uaddc \uc790\uae08\uc740 \uc815\uc0c1 \uaddc\ubaa8\uc758 \uc808\ubc18 \uc774\ud558\ub85c \uc81c\ud55c\ud558\uace0, 1,030,000~1,040,000\uc6d0 \uc9c0\uc9c0 \ud655\uc778 \uc2dc 25~33% starter\ub85c \ubd84\ud560 \uc9c4\uc785\ud55c\ub2e4. \ub3cc\ud30c \ucd94\uc885\uc740 1,100,000~1,136,000\uc6d0 \uc704\uc5d0\uc11c \uc548\uc815\uc801 \uc885\uac00\uc640 \ube44\uacfc\uc5f4 \uac70\ub798\ub7c9\uc774 \ud655\uc778\ub420 \ub54c\ub9cc \uc18c\uaddc\ubaa8\ub85c \uc2dc\uc791\ud55c\ub2e4. ATR \uc57d 65,221\uc6d0, \ubca0\ud0c0 1.751, 1,136,000\uc6d0 \ubd80\uadfc\uc5d0\uc11c 993,000\uc6d0\uae4c\uc9c0 \uc57d 13% \ud558\ub77d \uc5ec\uc9c0\ub97c \uac10\uc548\ud574 \uba85\ubaa9 \uae08\uc561\uc774 \uc544\ub2c8\ub77c \ubcc0\ub3d9\uc131 \uae30\uc900\uc73c\ub85c \uc704\ud5d8 \uc608\uc0b0\uc744 \uc0b0\uc815\ud55c\ub2e4.\",\n  \"risk_limits\": \"\ub2e8\uc77c \uc885\ubaa9 \uc704\ud5d8\uc740 \ubcc0\ub3d9\uc131 \uae30\ubc18\uc73c\ub85c \uc81c\ud55c\ud55c\ub2e4. 1,136,000\uc6d0 \ubd80\uadfc\uc5d0\uc11c 1,030,000~1,040,000\uc6d0\uae4c\uc9c0 \uc57d 8~9%, 993,000\uc6d0\uae4c\uc9c0 \uc57d 13%\uc758 \uc815\uc0c1 \uc870\uc815 \uac00\ub2a5\uc131\uc744 \uc804\uc81c\ub85c \ud3ec\uc9c0\uc158\uc744 \uc7a1\uc544\uc57c \ud55c\ub2e4. \uc678\uad6d\uc778 \uc218\uae09\uc774 \uc9d1\uc911 \ub9e4\uc218\uc5d0\uc11c \uc21c\ub9e4\ub3c4\ub85c \uc804\ud658\ub418\uac70\ub098, RSI 70 \uc774\uc0c1\uc5d0\uc11c \uac70\ub798\ub7c9 \uc18c\uc9c4\ud615 \uc0c1\uc2b9\uc774 \ub098\ud0c0\ub098\uac70\ub098, ITC \ud2b9\ud5c8\u00b7\uc218\ucd9c\ud1b5\uc81c\u00b7\uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c\uac00 \uacf5\uae09\ub9dd\uacfc \uace0\uac1d \uac00\uc815\uc5d0 \uc601\ud5a5\uc744 \uc8fc\uba74 \uc989\uc2dc \uc7ac\ud3c9\uac00\ud55c\ub2e4. \ub9e4\ucd9c\ucc44\uad8c \uc99d\uac00, \uc6b4\uc804\uc790\ubcf8 \ubcc0\ud654 -2.37\uc870\uc6d0, \uc124\ube44\ud22c\uc790 -12.25\uc870\uc6d0, \ube44\uacbd\uc0c1 \ud56d\ubaa9 -13.9\uc870\uc6d0\uc740 \uc774\uc775\uc758 \uc9c8\uacfc \ud604\uae08\ud750\ub984 \uc9c0\uc18d\uc131\uc744 \ud655\uc778\ud574\uc57c \ud560 \uc704\ud5d8 \uc9c0\ud45c\ub85c \uacc4\uc18d \ucd94\uc801\ud55c\ub2e4.\",\n  \"catalysts\": [\n    \"000660.KS\uac00 1,100,000\uc6d0 \uc704\uc5d0\uc11c \ucd94\uac00 \uc885\uac00 \uc548\ucc29\uc744 \ubcf4\uc774\uace0 \uac70\ub798\ub7c9\uc774 \uacfc\uc5f4\uc774 \uc544\ub2cc \uac74\uac15\ud55c \ud615\ud0dc\ub85c \uc720\uc9c0\ub418\ub294 \uacbd\uc6b0\",\n    \"HBM, DRAM, NAND \uac00\uaca9 \uac15\uc138\uc640 AI \uc218\uc694\ub85c \uc601\uc5c5\uc774\uc775 \uc804\ub9dd\uc774 \ucd94\uac00 \uc0c1\ud5a5\ub418\ub294 \uacbd\uc6b0\",\n    \"\uc678\uad6d\uc778 \ubcf4\uc720\uc728\uc774 56.42% \ubd80\uadfc \ub610\ub294 \uadf8 \uc774\uc0c1\uc5d0\uc11c \uc720\uc9c0\ub418\uace0 \uc77c\ubcc4 \uc21c\ub9e4\uc218\uac00 \uc774\uc5b4\uc9c0\ub294 \uacbd\uc6b0\",\n    \"\uc2e4\uc801 \ubc1c\ud45c\ub098 IR\uc5d0\uc11c HBM \uc218\uc694, \uac00\uaca9, \ub9c8\uc9c4, \uace0\uac1d \uac00\uc2dc\uc131\uc5d0 \ub300\ud55c \uae0d\uc815\uc801 \ucf54\uba58\ud130\ub9ac\uac00 \ud655\uc778\ub418\ub294 \uacbd\uc6b0\",\n    \"ASML EUV \uc7a5\ube44 \ubc18\uc785\uacfc \uc2e0\uaddc \ud339 \ub7a8\ud504\uac00 \uace0\ubd80\uac00 \uc81c\ud488 \uc0dd\uc0b0\ub2a5\ub825 \ud655\ub300\uc640 \uc5f0\uacb0\ub418\ub294 \uacbd\uc6b0\"\n  ],\n  \"invalidators\": [\n    \"000660.KS\uac00 1,030,000~1,040,000\uc6d0 \uc544\ub798\ub85c \uc885\uac00 \uc774\ud0c8\ud55c \ub4a4 \ube60\ub974\uac8c \ud68c\ubcf5\ud558\uc9c0 \ubabb\ud558\ub294 \uacbd\uc6b0\",\n    \"10\uc77c EMA \ubd80\uadfc\uc73c\ub85c \uc81c\uc2dc\ub41c \uc57d 993,000\uc6d0\uc744 \uacb0\uc815\uc801\uc73c\ub85c \ud558\ud68c\ud558\ub294 \uacbd\uc6b0\",\n    \"VWMA\uc640 50\uc77c SMA \uc9c0\uc9c0\ub85c \uc81c\uc2dc\ub41c 934,000~935,000\uc6d0 \ubd80\uadfc\uc744 \uc774\ud0c8\ud558\ub294 \uacbd\uc6b0\",\n    \"\uba54\ubaa8\ub9ac \uac00\uaca9, HBM \uc218\uc694, \uace0\uac1d \uc8fc\ubb38 \ub370\uc774\ud130\uac00 \ud604\uc7ac\uc758 \uace0\ub9c8\uc9c4 \uc774\uc775 \uae30\ub300\ub97c \ub4b7\ubc1b\uce68\ud558\uc9c0 \ubabb\ud558\ub294 \uacbd\uc6b0\",\n    \"\ucd5c\uadfc \uc0bc\uc131\uc804\uc790\uc640 000660.KS\uc5d0 \uc9d1\uc911\ub410\ub358 \uc678\uad6d\uc778 \uc21c\ub9e4\uc218\uac00 \uc21c\ub9e4\ub3c4\ub85c \uc804\ud658\ub418\ub294 \uacbd\uc6b0\",\n    \"ITC \ud2b9\ud5c8, \uc218\ucd9c\ud1b5\uc81c, \uc9c0\uc815\ud559 \uc774\ubca4\ud2b8\uac00 \uacf5\uae09\ub9dd\u00b7\uace0\uac1d\u00b7CAPEX \ud68c\uc218 \uac00\uc815\uc744 \ud6fc\uc190\ud558\ub294 \uacbd\uc6b0\"\n  ],\n  \"watchlist_triggers\": [\n    \"1,030,000~1,040,000\uc6d0 \uc7ac\uc2dc\ud5d8 \ud6c4 \uac00\uaca9\uc774 \uc9c0\uc9c0\ub418\uace0 \uac70\ub798\ub7c9\uc774 \uc548\uc815\ub418\uba74 25~33% starter \uac80\ud1a0\",\n    \"1,100,000~1,136,000\uc6d0 \uc704\uc5d0\uc11c \ucd94\uac00 \uc885\uac00 \uc548\ucc29, \uac74\uac15\ud55c \uac70\ub798\ub7c9, \uc678\uad6d\uc778 \ub9e4\uc218 \uc9c0\uc18d \uc911 \ubcf5\uc218 \uc870\uac74\uc774 \ud655\uc778\ub418\uba74 \uc81c\ud55c\uc801 \ubaa8\uba58\ud140 \uc9c4\uc785 \uac80\ud1a0\",\n    \"RSI\uac00 70\uc5d0 \uc811\uadfc\ud558\uac70\ub098 70\uc744 \ub118\uace0 \uac70\ub798\ub7c9 \ud3ed\uc99d \ub300\ube44 \uac00\uaca9 \uc804\uc9c4\uc774 \ub454\ud654\ub418\uba74 \uc2e0\uaddc \ub9e4\uc218 \ubcf4\ub958 \ubc0f \uc77c\ubd80 \uc804\uc220 \ubb3c\ub7c9 \ubcf4\ud638\",\n    \"\uac00\uaca9\uc774 1,100,000\uc6d0 \uc704\uc5d0 \uba38\ubb34\ub294 \ub3d9\uc548 ATR\uacfc \uc77c\uc911 \ubcc0\ub3d9\uc131\uc774 \ucd95\uc18c\ub418\uba74 \uc9c4\uc785 \ud488\uc9c8 \uac1c\uc120\uc73c\ub85c \ud310\ub2e8\",\n    \"\ub2e4\uc74c \uc2e4\uc801, IR, \uba54\ubaa8\ub9ac \uac00\uaca9 \uc9c0\ud45c, HBM \uc8fc\ubb38 \ucf54\uba58\ud130\ub9ac, \uc7ac\uace0, \ub9e4\ucd9c\ucc44\uad8c, CAPEX \uac00\uc774\ub358\uc2a4 \uc810\uac80\",\n    \"\uc678\uad6d\uc778 \ubcf4\uc720\uc728\uacfc 000660.KS \uc77c\ubcc4 \uc21c\ub9e4\uc218\u00b7\uc21c\ub9e4\ub3c4 \uc9d1\uc911\ub3c4 \ucd94\uc801\"\n  ],\n  \"data_coverage\": {\n    \"company_news_count\": 5,\n    \"disclosures_count\": 1,\n    \"social_source\": \"news_derived\",\n    \"macro_items_count\": 0\n  }\n}"
    },
    "investment_plan": "{\n  \"rating\": \"OVERWEIGHT\",\n  \"portfolio_stance\": \"BULLISH\",\n  \"entry_action\": \"WAIT\",\n  \"setup_quality\": \"DEVELOPING\",\n  \"confidence\": 0.74,\n  \"time_horizon\": \"medium\",\n  \"entry_logic\": \"000660.KS has a constructive medium-term thesis: AI/HBM demand, strong 2025-12 earnings and free cash flow, foreign buying, and a confirmed daily uptrend with 2026-04-14 close above the prior high. However, after the reported 2026-04-16 close near KRW 1,136,000 and intraday record high, the near-term risk/reward is stretched versus support. Wait for either a close-and-hold above KRW 1,100,000 with sustained volume, or a pullback toward KRW 1,030,000-1,040,000 for staged entry.\",\n  \"exit_logic\": \"Reduce or avoid adding if 000660.KS loses KRW 1,030,000-1,040,000 and fails to reclaim it quickly. Exit tactical exposure on a decisive break below the 10-day EMA area near KRW 993,000; reassess the medium-term thesis if VWMA/50-day SMA support near KRW 934,000-935,000 fails or if earnings guidance undermines HBM and memory pricing assumptions.\",\n  \"position_sizing\": \"Use smaller-than-normal sizing because ATR is about KRW 65,221, roughly 5.9% of the latest confirmed daily close in the market report. Prefer staged entries over a full chase at record highs; existing holders can maintain an overweight bias but should avoid aggressive adds until support or breakout quality is confirmed.\",\n  \"risk_limits\": \"Keep single-position risk capped using volatility-based stops, not tight nominal stops. Do not size positions assuming less than 8%-13% normal drawdown risk from the reported 2026-04-16 level to the KRW 1,030,000-1,040,000 and KRW 993,000 zones. Reassess immediately on foreign flow reversal, RSI above 70 with volume exhaustion, or negative legal/export-control developments.\",\n  \"catalysts\": [\n    \"000660.KS sustaining closes above KRW 1,100,000 with volume after the reported record-high breakout\",\n    \"Further upward revisions to operating profit driven by HBM, DRAM, and NAND pricing\",\n    \"Continued foreign net buying and foreign ownership above the reported 56.42% area\",\n    \"Positive IR or earnings commentary on HBM demand, pricing, margins, and customer visibility\",\n    \"ASML EUV equipment inflow and new fab ramp supporting high-value product capacity\"\n  ],\n  \"invalidators\": [\n    \"000660.KS closes below KRW 1,030,000-1,040,000 and cannot reclaim that zone\",\n    \"Break below the 10-day EMA area near KRW 993,000 for tactical positions\",\n    \"Loss of VWMA/50-day SMA support around KRW 934,000-935,000, signaling a damaged medium-term setup\",\n    \"Memory price or HBM demand data fails to support the current high-margin earnings expectations\",\n    \"Foreign investor selling replaces the recent concentrated buying in Samsung Electronics and 000660.KS\",\n    \"ITC patent, export-control, or geopolitical events materially impair supply chain or customer assumptions\"\n  ],\n  \"watchlist_triggers\": [\n    \"Add-to-watch for starter entry if 000660.KS retests KRW 1,030,000-1,040,000 and holds with stabilizing volume\",\n    \"Consider momentum entry only after another close above KRW 1,100,000-1,136,000 with volume that does not look like exhaustion\",\n    \"Monitor RSI approaching or exceeding 70 for potential trimming rather than fresh buying\",\n    \"Track ATR; if volatility contracts while price holds above KRW 1,100,000, entry quality improves\",\n    \"Watch next earnings, IR updates, memory price indicators, HBM order commentary, receivables, inventory, and capex guidance\",\n    \"Monitor foreign ownership and daily net buy/sell concentration in 000660.KS\"\n  ],\n  \"data_coverage\": {\n    \"company_news_count\": 5,\n    \"disclosures_count\": 1,\n    \"social_source\": \"news_derived\",\n    \"macro_items_count\": 0\n  }\n}",
    "final_trade_decision": "{\n  \"rating\": \"OVERWEIGHT\",\n  \"portfolio_stance\": \"BULLISH\",\n  \"entry_action\": \"WAIT\",\n  \"setup_quality\": \"DEVELOPING\",\n  \"confidence\": 0.74,\n  \"time_horizon\": \"medium\",\n  \"entry_logic\": \"000660.KS\uc5d0 \ub300\ud55c \uc911\uae30 \ubc29\ud5a5\uc131\uc740 \uae0d\uc815\uc801\uc73c\ub85c \uc720\uc9c0\ud55c\ub2e4. \uacf5\uaca9\uc801 \uc560\ub110\ub9ac\uc2a4\ud2b8\uac00 \uc9c0\uc801\ud55c 2026-03-31 \uc800\uc810 807,000\uc6d0\uc5d0\uc11c 2026-04-14 \uc885\uac00 1,103,000\uc6d0\uae4c\uc9c0\uc758 \ud68c\ubcf5, 2026-02-26 \uace0\uc810\uad8c 1,099,000\uc6d0 \uc885\uac00 \ub3cc\ud30c, MACD\uc758 2026-04-07 -10,147.74\uc5d0\uc11c 2026-04-14 29,769.78\ub85c\uc758 \uae09\ubc18\uc804, RSI 62.49, \uc678\uad6d\uc778 \ubcf4\uc720\uc728 56.42% \ubcf4\ub3c4, 2025-12 \ub9e4\ucd9c 32.8\uc870\uc6d0\uacfc \uc601\uc5c5\uc774\uc775 19.2\uc870\uc6d0\uc740 OVERWEIGHT\ub97c \uc815\ub2f9\ud654\ud55c\ub2e4. \ub2e4\ub9cc \ubcf4\uc218\uc801\u00b7\uc911\ub9bd \uc560\ub110\ub9ac\uc2a4\ud2b8\uac00 \uac15\uc870\ud55c \uac83\ucc98\ub7fc 2026-04-16 \ubcf4\ub3c4\uc0c1 \uc885\uac00 1,136,000\uc6d0\uacfc \uc7a5\uc911 1,173,000~1,175,000\uc6d0 \uc2e0\uace0\uac00 \uc774\ud6c4 \ub2e8\uae30 \uc190\uc775\ube44\ub294 \ub298\uc5b4\uc838 \uc788\uace0, ATR \uc57d 65,221\uc6d0 \ub610\ub294 \uc885\uac00 \ub300\ube44 \uc57d 5.9%\uc758 \ubcc0\ub3d9\uc131 \ub54c\ubb38\uc5d0 \uc624\ub298 \uc989\uc2dc \ucd94\uaca9 \ub9e4\uc218\ub294 \ubcf4\ub958\ud55c\ub2e4. \uc2e0\uaddc \uc9c4\uc785\uc740 1,030,000~1,040,000\uc6d0 \uc9c0\uc9c0 \uc7ac\ud655\uc778\uacfc \uac70\ub798\ub7c9 \uc548\uc815, \ub610\ub294 1,100,000~1,136,000\uc6d0 \uc704 \uc7ac\uc548\ucc29\uacfc \uac74\uac15\ud55c \uac70\ub798\ub7c9, \uc678\uad6d\uc778 \ub9e4\uc218 \uc9c0\uc18d, RSI \uacfc\uc5f4 \uc644\ud654 \uc911 \ucd5c\uc18c \uc77c\ubd80\uac00 \ud655\uc778\ub420 \ub54c\ub9cc \ud5c8\uc6a9\ud55c\ub2e4. \ub530\ub77c\uc11c \ubc29\ud5a5\uc740 BULLISH, \uc989\uc2dc \uc2e4\ud589\uc740 WAIT\uc774\uba70, \uc870\uac74 \ucda9\uc871 \uc2dc \uc81c\ud55c\uc801 starter\ub294 \uc815\ub2f9\ud654\ub420 \uc218 \uc788\ub2e4.\",\n  \"exit_logic\": \"\uc804\uc220\uc801 \ucd08\uacfc\ubd84\uc740 000660.KS\uac00 1,030,000~1,040,000\uc6d0 \uc9c0\uc9c0\ub300\ub97c \uc774\ud0c8\ud558\uace0 \ube60\ub974\uac8c \ud68c\ubcf5\ud558\uc9c0 \ubabb\ud558\uba74 \ucd95\uc18c\ud55c\ub2e4. 10\uc77c EMA \ubd80\uadfc\uc73c\ub85c \uc81c\uc2dc\ub41c \uc57d 993,000\uc6d0\uc744 \uacb0\uc815\uc801\uc73c\ub85c \ud558\ud68c\ud558\uba74 \uc2e0\uaddc \uc9c4\uc785 \uacc4\ud68d\uc744 \uc911\ub2e8\ud558\uace0 \uc804\uc220\uc801 \ud3ec\uc9c0\uc158\uc740 \uc6d0\uce59\uc801\uc73c\ub85c \uc815\ub9ac\ud55c\ub2e4. \uc911\uae30 OVERWEIGHT \ub17c\ub9ac\ub294 VWMA\uc640 50\uc77c SMA\uac00 \uacb9\uce58\ub294 934,000~935,000\uc6d0 \ubd80\uadfc\uc774 \ubb34\ub108\uc9c0\uac70\ub098, HBM\u00b7DRAM\u00b7NAND \uac00\uaca9 \ubc0f \uc218\uc694 \uac00\uc2dc\uc131, \uc774\uc775\ub960, \uace0\uac1d \uc8fc\ubb38, \uc7ac\uace0\uc640 \ub9e4\ucd9c\ucc44\uad8c \uc9c0\ud45c\uac00 \ud604\uc7ac\uc758 \uace0\ub9c8\uc9c4 \uae30\ub300\ub97c \ud6fc\uc190\ud560 \ub54c \uc7ac\uac80\ud1a0\ud55c\ub2e4. RSI\uac00 70 \uc774\uc0c1\uc73c\ub85c \uae09\ub4f1\ud558\uba74\uc11c \uac70\ub798\ub7c9 \ud3ed\uc99d\uc5d0\ub3c4 \uac00\uaca9 \uc804\uc9c4\uc774 \ub454\ud654\ub418\uba74 \uc2e0\uaddc \ub9e4\uc218\ubcf4\ub2e4 \uc77c\ubd80 \uc774\uc775 \ubcf4\ud638\ub97c \uc6b0\uc120\ud55c\ub2e4.\",\n  \"position_sizing\": \"\uae30\uc874 \ubcf4\uc720\uc790\ub294 \uc911\uae30 \ud575\uc2ec \ubcf4\uc720\ubd84\uc744 \uc720\uc9c0\ud558\ub418, \uc2e0\uace0\uac00 \uc774\ud6c4 \uc804\uc220\uc801 \ucd08\uacfc\ubd84\uc740 \ubcf4\ud638\ud55c\ub2e4. \uc2e0\uaddc \uc790\uae08\uc740 \uc815\uc0c1 \uaddc\ubaa8\uc758 \uc808\ubc18 \uc774\ud558\ub85c \uc81c\ud55c\ud558\uace0, 1,030,000~1,040,000\uc6d0 \uc9c0\uc9c0 \ud655\uc778 \uc2dc 25~33% starter\ub85c \ubd84\ud560 \uc9c4\uc785\ud55c\ub2e4. \ub3cc\ud30c \ucd94\uc885\uc740 1,100,000~1,136,000\uc6d0 \uc704\uc5d0\uc11c \uc548\uc815\uc801 \uc885\uac00\uc640 \ube44\uacfc\uc5f4 \uac70\ub798\ub7c9\uc774 \ud655\uc778\ub420 \ub54c\ub9cc \uc18c\uaddc\ubaa8\ub85c \uc2dc\uc791\ud55c\ub2e4. ATR \uc57d 65,221\uc6d0, \ubca0\ud0c0 1.751, 1,136,000\uc6d0 \ubd80\uadfc\uc5d0\uc11c 993,000\uc6d0\uae4c\uc9c0 \uc57d 13% \ud558\ub77d \uc5ec\uc9c0\ub97c \uac10\uc548\ud574 \uba85\ubaa9 \uae08\uc561\uc774 \uc544\ub2c8\ub77c \ubcc0\ub3d9\uc131 \uae30\uc900\uc73c\ub85c \uc704\ud5d8 \uc608\uc0b0\uc744 \uc0b0\uc815\ud55c\ub2e4.\",\n  \"risk_limits\": \"\ub2e8\uc77c \uc885\ubaa9 \uc704\ud5d8\uc740 \ubcc0\ub3d9\uc131 \uae30\ubc18\uc73c\ub85c \uc81c\ud55c\ud55c\ub2e4. 1,136,000\uc6d0 \ubd80\uadfc\uc5d0\uc11c 1,030,000~1,040,000\uc6d0\uae4c\uc9c0 \uc57d 8~9%, 993,000\uc6d0\uae4c\uc9c0 \uc57d 13%\uc758 \uc815\uc0c1 \uc870\uc815 \uac00\ub2a5\uc131\uc744 \uc804\uc81c\ub85c \ud3ec\uc9c0\uc158\uc744 \uc7a1\uc544\uc57c \ud55c\ub2e4. \uc678\uad6d\uc778 \uc218\uae09\uc774 \uc9d1\uc911 \ub9e4\uc218\uc5d0\uc11c \uc21c\ub9e4\ub3c4\ub85c \uc804\ud658\ub418\uac70\ub098, RSI 70 \uc774\uc0c1\uc5d0\uc11c \uac70\ub798\ub7c9 \uc18c\uc9c4\ud615 \uc0c1\uc2b9\uc774 \ub098\ud0c0\ub098\uac70\ub098, ITC \ud2b9\ud5c8\u00b7\uc218\ucd9c\ud1b5\uc81c\u00b7\uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c\uac00 \uacf5\uae09\ub9dd\uacfc \uace0\uac1d \uac00\uc815\uc5d0 \uc601\ud5a5\uc744 \uc8fc\uba74 \uc989\uc2dc \uc7ac\ud3c9\uac00\ud55c\ub2e4. \ub9e4\ucd9c\ucc44\uad8c \uc99d\uac00, \uc6b4\uc804\uc790\ubcf8 \ubcc0\ud654 -2.37\uc870\uc6d0, \uc124\ube44\ud22c\uc790 -12.25\uc870\uc6d0, \ube44\uacbd\uc0c1 \ud56d\ubaa9 -13.9\uc870\uc6d0\uc740 \uc774\uc775\uc758 \uc9c8\uacfc \ud604\uae08\ud750\ub984 \uc9c0\uc18d\uc131\uc744 \ud655\uc778\ud574\uc57c \ud560 \uc704\ud5d8 \uc9c0\ud45c\ub85c \uacc4\uc18d \ucd94\uc801\ud55c\ub2e4.\",\n  \"catalysts\": [\n    \"000660.KS\uac00 1,100,000\uc6d0 \uc704\uc5d0\uc11c \ucd94\uac00 \uc885\uac00 \uc548\ucc29\uc744 \ubcf4\uc774\uace0 \uac70\ub798\ub7c9\uc774 \uacfc\uc5f4\uc774 \uc544\ub2cc \uac74\uac15\ud55c \ud615\ud0dc\ub85c \uc720\uc9c0\ub418\ub294 \uacbd\uc6b0\",\n    \"HBM, DRAM, NAND \uac00\uaca9 \uac15\uc138\uc640 AI \uc218\uc694\ub85c \uc601\uc5c5\uc774\uc775 \uc804\ub9dd\uc774 \ucd94\uac00 \uc0c1\ud5a5\ub418\ub294 \uacbd\uc6b0\",\n    \"\uc678\uad6d\uc778 \ubcf4\uc720\uc728\uc774 56.42% \ubd80\uadfc \ub610\ub294 \uadf8 \uc774\uc0c1\uc5d0\uc11c \uc720\uc9c0\ub418\uace0 \uc77c\ubcc4 \uc21c\ub9e4\uc218\uac00 \uc774\uc5b4\uc9c0\ub294 \uacbd\uc6b0\",\n    \"\uc2e4\uc801 \ubc1c\ud45c\ub098 IR\uc5d0\uc11c HBM \uc218\uc694, \uac00\uaca9, \ub9c8\uc9c4, \uace0\uac1d \uac00\uc2dc\uc131\uc5d0 \ub300\ud55c \uae0d\uc815\uc801 \ucf54\uba58\ud130\ub9ac\uac00 \ud655\uc778\ub418\ub294 \uacbd\uc6b0\",\n    \"ASML EUV \uc7a5\ube44 \ubc18\uc785\uacfc \uc2e0\uaddc \ud339 \ub7a8\ud504\uac00 \uace0\ubd80\uac00 \uc81c\ud488 \uc0dd\uc0b0\ub2a5\ub825 \ud655\ub300\uc640 \uc5f0\uacb0\ub418\ub294 \uacbd\uc6b0\"\n  ],\n  \"invalidators\": [\n    \"000660.KS\uac00 1,030,000~1,040,000\uc6d0 \uc544\ub798\ub85c \uc885\uac00 \uc774\ud0c8\ud55c \ub4a4 \ube60\ub974\uac8c \ud68c\ubcf5\ud558\uc9c0 \ubabb\ud558\ub294 \uacbd\uc6b0\",\n    \"10\uc77c EMA \ubd80\uadfc\uc73c\ub85c \uc81c\uc2dc\ub41c \uc57d 993,000\uc6d0\uc744 \uacb0\uc815\uc801\uc73c\ub85c \ud558\ud68c\ud558\ub294 \uacbd\uc6b0\",\n    \"VWMA\uc640 50\uc77c SMA \uc9c0\uc9c0\ub85c \uc81c\uc2dc\ub41c 934,000~935,000\uc6d0 \ubd80\uadfc\uc744 \uc774\ud0c8\ud558\ub294 \uacbd\uc6b0\",\n    \"\uba54\ubaa8\ub9ac \uac00\uaca9, HBM \uc218\uc694, \uace0\uac1d \uc8fc\ubb38 \ub370\uc774\ud130\uac00 \ud604\uc7ac\uc758 \uace0\ub9c8\uc9c4 \uc774\uc775 \uae30\ub300\ub97c \ub4b7\ubc1b\uce68\ud558\uc9c0 \ubabb\ud558\ub294 \uacbd\uc6b0\",\n    \"\ucd5c\uadfc \uc0bc\uc131\uc804\uc790\uc640 000660.KS\uc5d0 \uc9d1\uc911\ub410\ub358 \uc678\uad6d\uc778 \uc21c\ub9e4\uc218\uac00 \uc21c\ub9e4\ub3c4\ub85c \uc804\ud658\ub418\ub294 \uacbd\uc6b0\",\n    \"ITC \ud2b9\ud5c8, \uc218\ucd9c\ud1b5\uc81c, \uc9c0\uc815\ud559 \uc774\ubca4\ud2b8\uac00 \uacf5\uae09\ub9dd\u00b7\uace0\uac1d\u00b7CAPEX \ud68c\uc218 \uac00\uc815\uc744 \ud6fc\uc190\ud558\ub294 \uacbd\uc6b0\"\n  ],\n  \"watchlist_triggers\": [\n    \"1,030,000~1,040,000\uc6d0 \uc7ac\uc2dc\ud5d8 \ud6c4 \uac00\uaca9\uc774 \uc9c0\uc9c0\ub418\uace0 \uac70\ub798\ub7c9\uc774 \uc548\uc815\ub418\uba74 25~33% starter \uac80\ud1a0\",\n    \"1,100,000~1,136,000\uc6d0 \uc704\uc5d0\uc11c \ucd94\uac00 \uc885\uac00 \uc548\ucc29, \uac74\uac15\ud55c \uac70\ub798\ub7c9, \uc678\uad6d\uc778 \ub9e4\uc218 \uc9c0\uc18d \uc911 \ubcf5\uc218 \uc870\uac74\uc774 \ud655\uc778\ub418\uba74 \uc81c\ud55c\uc801 \ubaa8\uba58\ud140 \uc9c4\uc785 \uac80\ud1a0\",\n    \"RSI\uac00 70\uc5d0 \uc811\uadfc\ud558\uac70\ub098 70\uc744 \ub118\uace0 \uac70\ub798\ub7c9 \ud3ed\uc99d \ub300\ube44 \uac00\uaca9 \uc804\uc9c4\uc774 \ub454\ud654\ub418\uba74 \uc2e0\uaddc \ub9e4\uc218 \ubcf4\ub958 \ubc0f \uc77c\ubd80 \uc804\uc220 \ubb3c\ub7c9 \ubcf4\ud638\",\n    \"\uac00\uaca9\uc774 1,100,000\uc6d0 \uc704\uc5d0 \uba38\ubb34\ub294 \ub3d9\uc548 ATR\uacfc \uc77c\uc911 \ubcc0\ub3d9\uc131\uc774 \ucd95\uc18c\ub418\uba74 \uc9c4\uc785 \ud488\uc9c8 \uac1c\uc120\uc73c\ub85c \ud310\ub2e8\",\n    \"\ub2e4\uc74c \uc2e4\uc801, IR, \uba54\ubaa8\ub9ac \uac00\uaca9 \uc9c0\ud45c, HBM \uc8fc\ubb38 \ucf54\uba58\ud130\ub9ac, \uc7ac\uace0, \ub9e4\ucd9c\ucc44\uad8c, CAPEX \uac00\uc774\ub358\uc2a4 \uc810\uac80\",\n    \"\uc678\uad6d\uc778 \ubcf4\uc720\uc728\uacfc 000660.KS \uc77c\ubcc4 \uc21c\ub9e4\uc218\u00b7\uc21c\ub9e4\ub3c4 \uc9d1\uc911\ub3c4 \ucd94\uc801\"\n  ],\n  \"data_coverage\": {\n    \"company_news_count\": 5,\n    \"disclosures_count\": 1,\n    \"social_source\": \"news_derived\",\n    \"macro_items_count\": 0\n  }\n}"
}