＊여성시대＊ 차분한 20대들의 알흠다운 공간 | 2025년 미국 증시에서 주목해야 할 8개 종목 - 배트맨

<div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin" data-link="https://cafe.daum.net/subdued20club" data-link-newwindow="_blank"><a href="https://cafe.daum.net/subdued20club" target="_blank" class="ke-link"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/c66b4a1a23c64192bd183f48a1868843d96257d5" width="288" height="288" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/c66b4a1a23c64192bd183f48a1868843d96257d5" data-origin-width="1024" data-origin-height="1024"></a></div><p style="text-align: center;">출처: 유튜브 소수몽키 <a href="https://www.youtube.com/watch?v=nr-SWGtZoQE&list=WL" target="_blank" class="ke-link">https://www.youtube.com/watch?v=nr-SWGtZoQE&list=WL</a></p><div class="figure-video" data-ke-type="video" data-video-url="https://www.youtube.com/watch?v=nr-SWGtZoQE" data-video-host="youtube" data-video-play-service="daum_cafe" data-video-width="850" data-video-height="478" data-ke-style="alignCenter" data-video-thumbnail="https://scrap.kakaocdn.net/dn/bnbuZk/hyX4nQPzNy/aLJWPMHEXvHCIxKgUY5kq1/img.jpg?width=1280&height=720&face=324_88_774_202,https://scrap.kakaocdn.net/dn/be6cbg/hyX7OsscPi/Qqmr6tep0wBKa3wA2Cee5k/img.jpg?width=1280&height=720&face=324_88_774_202" data-ke-mobile-mobileStyle="widthContent" data-video-origin-width="850" data-video-origin-height="478"><iframe src="https://www.youtube.com/embed/nr-SWGtZoQE" width="850" height="478" frameborder="0" scrolling="no" allowfullscreen=""></iframe><div class="figcaption"></div></div><p style="text-align: center;"> </p><p style="text-align: center;"> </p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/27388ffadf98e8a8a79180284c53336796ae60c4" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/27388ffadf98e8a8a79180284c53336796ae60c4" data-origin-width="900" data-origin-height="498"></div><p style="text-align: center;">배트맨은 올해 미국 증시에서 주목받아야 할 <br>8개 종목의 이름 앞글자를 따서 만들어진 <b>신조어</b>임<b><br></b></p><p style="text-align: center;">AI 산업과 관련된 기술 혁신 기업들로 <br>브로드컴(B), 애플(A), 테슬라(T), 마이크로소프트(M), 메타(M), 아마존(A), 알파벳(A), 앤비디아(N)임<br></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/25e93a01b9a116ccbe5bdf742620c490dd8974b5_re_1737788081987" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/25e93a01b9a116ccbe5bdf742620c490dd8974b5_re_1737788081987" data-origin-width="1024" data-origin-height="576"></div><p style="text-align: center;">이 기업들은 S&P 500 지수에서 <br>작년말 기준으로 36%의 비중을 차지 ㄷㄷ<br></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/3e7aae5fda2e7ad782dc6fe40206f9db106cf60a_re_1737788081987" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/3e7aae5fda2e7ad782dc6fe40206f9db106cf60a_re_1737788081987" data-origin-width="1024" data-origin-height="576"></div><p style="text-align: center;">배트맨 이전에도 기업들 명칭하는 신조어들이 있었음<br></p><p style="text-align: center;">팡(페북, 아마존, 넷플, 구글)</p><p style="text-align: center;">더 센(?) 팡(페북, 애플(new), 아마존, 넷플, 구글)</p><p style="text-align: center;">마가(마이크로소프트, 애플, 구글, 아마존)</p><p style="text-align: center;">m7(알파벳, 아마존, 애플, 메타(구 페북), 마이크로소프트, 앤비디아, 테슬라)</p><p style="text-align: center;"> </p><p style="text-align: center;">지금은 m7에 +브로드컴이 되어 총 여덟 개 된 거</p><p style="text-align: center;"><s>(아마존은 10년 넘게 계속 포함되어있네ㄷㄷ)</s><br><br>이 종목들은 AI 산업의 발전과 함께 주목받는 기업들<br>기술 혁신의 중심에 서 있다고 봐야함</p><p style="text-align: center;"><span></span></p><p style="text-align: center;"> </p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/b93d3942b4dbc9e08445df4ecbd005ff700455dd" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/b93d3942b4dbc9e08445df4ecbd005ff700455dd" data-origin-width="400" data-origin-height="231"><div class="figcaption"></div></div><p style="text-align: center;"><br><s>주가 내려가면 로고처럼 됐다고 놀림받겠네</s><s><br></s><br>특히 브로드컴의 시장 진입 주목되고 있음</p><p style="text-align: center;">브로드컴은 반도체 설계 전문 기업으로<br>고객 요구에 맞춤형 반도체를 저렴한 가격에 <br>공급하여 '반도체의 다이소'라 불림<br><br>고객 요구를 저가로 충족시키는 기술력과 <br>가격 경쟁력이 브로드컴의 부각에 크게 기여 </p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/eb949be77238ebfc6ea4488bcad21b0e2fe919b0" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/eb949be77238ebfc6ea4488bcad21b0e2fe919b0" data-origin-width="558" data-origin-height="363"></div><p style="text-align: center;">2025년에 AI 관련 기술이 성숙 단계에 접어들며<br>AI를 활용해 빠르게 수익을 올리는 기업에 대한 <br>관심이 집결될 것으로 예상<br><br>이제부터는 AI로 수익을 창출하는 기업에 <br>집중할 시기로 보인다고 함<br></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/8ffb1163e6bc883d99f6f141dba8ed7321849c70_re_1737788081987" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/8ffb1163e6bc883d99f6f141dba8ed7321849c70_re_1737788081987" data-origin-width="1024" data-origin-height="576"></div><p style="text-align: center;"><span></span>주요 AI 산업 별 기업들로는 </p><p style="text-align: center;"><b>AI 반도체</b>의 엔비디아와 브로드컴, </p><p style="text-align: center;"><b>데이터 센터 AI</b>의 아마존과 구글, </p><p style="text-align: center;"><b>AI 플랫폼</b>의 메타와 마이크로소프트 등이 있음<br></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/35c5c286d9c01732af3272d896f6aa710edea761" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/35c5c286d9c01732af3272d896f6aa710edea761" data-origin-width="600" data-origin-height="512"></div><p style="text-align: center;">이걸 또 한꺼반에 묶은 ETF가 있는데..</p><p style="text-align: center;">바로 타이거 미국 테크탑 10 ETF</p><p style="text-align: center;">하지만 미래에셋 홍보 관심없어서</p><p style="text-align: center;">설명 안 할 거 임<br><br>+ <br>이미 주목받고 있는 기업보다는<br>ai에 필요한 전기 관련 회사나<br>ai를 활용한 광고 회사 등 <br>같이 수혜받는 주변부 쫌쫌따리 회사에<br>투자하는 방법도 있음<br><br><br>끝</p>