๐จ(์ค์ ์ํฉ) KB์ฆ๊ถ ์ณ๋ค์ด๊ฐ์ ๋ณด๊ณ ์ ๋ฐ์ก๋๋โฆ ์ ๋๋ฆฌ์คํธ์ ์ถฉ๊ฒฉ ๋ฐ์ธ ๐ฅ์๋ฒ์ญ๊ธฐ
** This video was filmed on July 22nd. ** ๐ Timeline 00:00 Today's Translation 'Preview' 00:35 Opening 01:58 Today's Report [They say Chinese AI is a threat, but why are their stock prices plummeting?] 02:23 Key Contents of the Report 04:18 Concerns of Chinese AI Companies 05:43 Is the Stabilization of the Chinese AI Industry Structure Still Not Here? 07:05 Wrap-up Three-Line Summary 07:28 Wrap-up of Today's Translation 07:49 Bonus Video ๐จ Difficult and complex reports from Yeouido? Now, we'll read them for you! ๐ For our first guest on 'Al Translator,' we invited Committee Member Lee Eun-taek from KB Securities to delve into the recent hot topic, 'The Rise of Chinese AI and the Reality.' The frightening pursuit by Chinese AI companies like Moonshot, Z.ai, and DeepSeed! But is it true that you get what you pay for? ๐ค From the flip side of free distribution and the lack of a revenue model, to the bitter reality of relying on U.S. data centersโฆ Is Chinese AI really a threat to us? Skipping the complex analysis! We'll summarize it for you in just three easy-to-understand lines. Check out the true current state of Chinese AI right now in this video! ๐ ๐โโ๏ธ We'll summarize Yeouido gibberish for you! [R-Translator] Direct link to report URL http://rdata.kbsec.com/pdf_data/20260... #R-Translator #KBSecurities #LeeEunTaek #Research #Report #Translation #R-ManagingManager #MarketConditions #Analyst #KimiK3 #Moonshot #KimiK3 #Kimi3 #MoonshotAI #ai #BigTech #DeepSeek #ChinaAI #OpenWeight #AIStockPrice #USStocks #BigTech #OpenAI #Tesla #Meta #Token #StockInvestment #AIStocks #StockMarketOutlook #Macro #Investment #DataCenter #ChineseStocks #DeepSeek #AIStocks #StockStrategy #KOSPI #KOSDAQ #Investment #Strategy
![WTI 90๋ฌ๋ฌ ๋ํ ์ ๋ด์์ฆ์ ํ๋ฝ ๋ง๊ฐ...์ธํ
, '๋ฐ์ ' ๋ง๋ค๋ค!_26.07.24 | ์ฌ๋์, ๋ฐ๋ช
์, ์ด์ ์ฝ [์์คํธ๋ฆฌํธ ๋ชจ๋๋ธ๋ฆฌํ]](https://i.ytimg.com/vi/Z0LG3xK54Ek/hqdefault.jpg?v=6a6277de&sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLC6UpgLH298IU4pe4N3K8Wm8TxNTQ)
WTI 90๋ฌ๋ฌ ๋ํ ์ ๋ด์์ฆ์ ํ๋ฝ ๋ง๊ฐ...์ธํ , '๋ฐ์ ' ๋ง๋ค๋ค!_26.07.24 | ์ฌ๋์, ๋ฐ๋ช ์, ์ด์ ์ฝ [์์คํธ๋ฆฌํธ ๋ชจ๋๋ธ๋ฆฌํ]

English Academies Are Finished, Insane AI Simultaneous Interpretation (Director Kim Deok-jin, IT ...
![[์ง์๋ด์ค] "์์ง ๋๋ ๊ฒ ์๋๋๋ค" ์ผ์ฑ์ ์ยทํ์ด๋์ค ๊ธ๋ฑ, '์๋์ด' ์์๋ฌด๋ ์ด๋ป๊ฒ ์๊ฐํ ๊น..์ธ๊ตญ์ธ ์๋งค์ ๋ค์ ์จ์ ์ง์ง ์ง์ค / ๊ต์์ด๋ฅผ ๋ถํํด](https://i.ytimg.com/vi/_YnHtKn-bOE/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLAJiiOW6Iit8j6Bv60Kus37mQZPjQ)
[์ง์๋ด์ค] "์์ง ๋๋ ๊ฒ ์๋๋๋ค" ์ผ์ฑ์ ์ยทํ์ด๋์ค ๊ธ๋ฑ, '์๋์ด' ์์๋ฌด๋ ์ด๋ป๊ฒ ์๊ฐํ ๊น..์ธ๊ตญ์ธ ์๋งค์ ๋ค์ ์จ์ ์ง์ง ์ง์ค / ๊ต์์ด๋ฅผ ๋ถํํด
![[๊นํ์์ ์์คํธ๋ฆฌํธ๋์ฐ-7์24์ผ] '๋ฉ๋ชจ๋ฆฌ๋ง ์ด์๋จ์ ๋ '..๋น
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ํฌ ๋ชป ์ค๋ฅด๋๋ฐ ๋ฐ๋์ฒด ์์น์ ํ์กฐ?](https://i.ytimg.com/vi/4bBbKB3Qm-w/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLA43QrQ1VrcIZF698_fIeRNs0ulhA)
[๊นํ์์ ์์คํธ๋ฆฌํธ๋์ฐ-7์24์ผ] '๋ฉ๋ชจ๋ฆฌ๋ง ์ด์๋จ์ ๋ '..๋น ํ ํฌ ๋ชป ์ค๋ฅด๋๋ฐ ๋ฐ๋์ฒด ์์น์ ํ์กฐ?
![๊น์ด์ค์ ๊ฒธ์์ํ๋ค๋ค ๋ด์ค๊ณต์ฅ 2026๋
7์ 24์ผ ๊ธ์์ผ [ํธ์ฌ์นด ์ ์ง, ์ด๊ด์X๋จ๊ธฐ์
X์ต์์X๋ฐํํ, ํ์ฌํX๋ด์ง์ฑX๋ฐ์ฃผ๋ฏผX์ด์ง์, ์์์งX๊น๋ํ, ๊ธ์์์
ํ]](https://i.ytimg.com/vi/xAlLfrl8sN8/hqdefault.jpg?v=6a62912f&sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLC8PCEvvqzmCMJmaPYSaaIn9PmywA)
๊น์ด์ค์ ๊ฒธ์์ํ๋ค๋ค ๋ด์ค๊ณต์ฅ 2026๋ 7์ 24์ผ ๊ธ์์ผ [ํธ์ฌ์นด ์ ์ง, ์ด๊ด์X๋จ๊ธฐ์ X์ต์์X๋ฐํํ, ํ์ฌํX๋ด์ง์ฑX๋ฐ์ฃผ๋ฏผX์ด์ง์, ์์์งX๊น๋ํ, ๊ธ์์์ ํ]

์ผ์ ๋์ค ์ธ์ด๋ด๋ ์ธ๊ตญ์ธ! ์ง๊ธ์ด ๋ค์ด๊ฐ ํ์ด๋ฐ?!
![Retail investors are vulnerable in this market! [Segment Replay - 07/26/23]](https://i.ytimg.com/vi/8Zi08pP_Fsg/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLA6ylfZ6qvuVOojyS3cvkkWasv3Jw)
Retail investors are vulnerable in this market! [Segment Replay - 07/26/23]

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![[๊น์ข
ํ์ ๋ด์, ์ง๊ธ-7์24์ผ] ์ ๊ฐ ์ฅ์ค 100๋ฌ๋ฌ ๋ํ..10๋
๋ฌผ 1๋
๋ฐ ๋ง์ ์ต๊ณ | ์ธํ
, ํ
์ฌ๋ผ, ์ํ๋ฒณ, ์คํ์ด์คX, ์ธ๋ ๋ธ๋ผ์ค, SKํ์ด๋์ค, ๋กํ๋๋งํด, ๋
ธํค์](https://i.ytimg.com/vi/OvsBgjKg0A8/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCsv03xcyGeIpSEBEyFuSzMV8rWiw)
[๊น์ข ํ์ ๋ด์, ์ง๊ธ-7์24์ผ] ์ ๊ฐ ์ฅ์ค 100๋ฌ๋ฌ ๋ํ..10๋ ๋ฌผ 1๋ ๋ฐ ๋ง์ ์ต๊ณ | ์ธํ , ํ ์ฌ๋ผ, ์ํ๋ฒณ, ์คํ์ด์คX, ์ธ๋ ๋ธ๋ผ์ค, SKํ์ด๋์ค, ๋กํ๋๋งํด, ๋ ธํค์

"๋ชจ๋ฅด๋ฉด ๋ ธํ์ ํํํ๋ค" ๊ตญ๋ฏผ์ฐ๊ธ 65์ธ ๋ง๊ณ ๋ฌด์กฐ๊ฑด '์ด๋' ๋ฐ์ผ์ธ์ใ ฃ Ep. ์ฑ ๊ณผ์ฌ๋ 123 (์ด์์ฃผ ๋ํ 1๋ถ)

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!["K-๋ฐ๋์ฒด ํผํฌ์์์ ์๋ค"โฆ๋ ๋ฒ๋ ๊ธฐ์
์ ์ฌ๋ผใ
ฃ๋ช
๋ฏผ์ค, ๊น๊ธฐ์, ์ฐจ์์ฃผ [์ฃผ๋ฆฐ์ด ๊ตฌ์กฐ๋]](https://i.ytimg.com/vi/5VGIFBqBK8U/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLBDEdJGaMTbdaA3PPRicTSGnEEhfg)
"K-๋ฐ๋์ฒด ํผํฌ์์์ ์๋ค"โฆ๋ ๋ฒ๋ ๊ธฐ์ ์ ์ฌ๋ผใ ฃ๋ช ๋ฏผ์ค, ๊น๊ธฐ์, ์ฐจ์์ฃผ [์ฃผ๋ฆฐ์ด ๊ตฌ์กฐ๋]
![[๐ด07/24 #๋น์ ์ฌ] ์ธํ
์ค์ ๋ฐํ | ์ค๋ ์ ๋ฉด์ ๊ณตํฌยท๋น
ํ
ํฌ ์ค์ ์๋ฐโฆ๋ด์์ฆ์ ํ๋ฝ | AMD ์ด๋๋ฐด์ฑ 2026 | #amd #ํ
์ฌ๋ผ #๋ง์ดํฌ๋ก](https://i.ytimg.com/vi/FKJpt298LoU/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLClW9-MfOWmI2G4RatCZla-mmvivA)
[๐ด07/24 #๋น์ ์ฌ] ์ธํ ์ค์ ๋ฐํ | ์ค๋ ์ ๋ฉด์ ๊ณตํฌยท๋น ํ ํฌ ์ค์ ์๋ฐโฆ๋ด์์ฆ์ ํ๋ฝ | AMD ์ด๋๋ฐด์ฑ 2026 | #amd #ํ ์ฌ๋ผ #๋ง์ดํฌ๋ก

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