소프트뱅크 손정의회장의 우리나라 기업투자선언. 어떤기업이 수혜주가 될까요?

<div><p style="word-wrap: normal; word-break: normal; font-family: 굴림, gulim, tahoma, sans-serif; font-size: 12px;"><b><span style="font-family: Verdana, sans-serif; font-size: 12pt;"><span style="color: rgb(217, 65, 141); font-family: Gulim, 굴림, AppleGothic, sans-serif;">▶ 질문자의 질문</span></span></b></p><p style="word-wrap: normal; word-break: normal; font-family: 굴림, gulim, tahoma, sans-serif; font-size: 12px;"><font color="#000000" face="Verdana, sans-serif"><span style="font-size: 16px;"><b><span style="color: rgb(116, 116, 116);"><br></span></b></span></font></p><p style="word-wrap: normal; word-break: normal;"><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>소프트뱅크 손정의 회장이</b></span></font></p><p style="word-wrap: normal; word-break: normal;"><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>4차산업혁명을 이끌어나갈</b></span></font></p><p style="word-wrap: normal; word-break: normal;"><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>우리나라 기업에 투자를 한다는</b></span></font></p><p style="word-wrap: normal; word-break: normal;"><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>기사를 보았는데요</b></span></font></p><p style="word-wrap: normal; word-break: normal;"><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>사물인터넷은 뭔지?</b></span></font></p><p style="word-wrap: normal; word-break: normal;"><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>어떤회사들이 사물인터넷 사업을하는지</b></span></font></p><p style="word-wrap: normal; word-break: normal;"><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>궁금합니다 </b></span></font></p><p style="word-wrap: normal; word-break: normal; font-family: 굴림, gulim, tahoma, sans-serif; font-size: 12px;"><br></p><p style="word-wrap: normal; word-break: normal; font-family: 굴림, gulim, tahoma, sans-serif; font-size: 12px;"><br></p><p style="word-wrap: normal; word-break: normal; font-family: 굴림, gulim, tahoma, sans-serif; font-size: 12px;"><br></p><p style="word-wrap: normal; word-break: normal; font-family: 굴림, gulim, tahoma, sans-serif; font-size: 12px;"><b style="font-size: 13.3333px;"><span style="font-family: Verdana, sans-serif; font-size: 12pt;"><span style="color: rgb(217, 65, 141); font-family: Gulim, 굴림, AppleGothic, sans-serif;">▶ 부자아빠(jehoo3)님의 답변입니다.</span></span></b></p><div><b style="font-size: 13.3333px;"><span style="font-family: Verdana, sans-serif; font-size: 12pt;"><span style="color: rgb(217, 65, 141); font-family: Gulim, 굴림, AppleGothic, sans-serif;"><br></span></span></b></div><div><b style="font-size: 13.3333px;"><span style="font-family: Verdana, sans-serif; font-size: 12pt;"><span style="color: rgb(217, 65, 141); font-family: Gulim, 굴림, AppleGothic, sans-serif;"><span style="color: rgb(53, 53, 53); font-family: Gulim, 굴림, AppleGothic, sans-serif;">안녕하세요. 반갑습니다.</span><br></span></span></b></div><div><b style="font-size: 13.3333px;"><span style="font-family: Verdana, sans-serif; font-size: 12pt;"><span style="color: rgb(217, 65, 141); font-family: Gulim, 굴림, AppleGothic, sans-serif;"><span style="color: rgb(53, 53, 53); font-family: Gulim, 굴림, AppleGothic, sans-serif;"><br></span></span></span></b></div><div><b style="font-size: 13.3333px;"><span style="font-family: Verdana, sans-serif; font-size: 12pt;"><span style="color: rgb(217, 65, 141); font-family: Gulim, 굴림, AppleGothic, sans-serif;"><span style="color: rgb(53, 53, 53); font-family: Gulim, 굴림, AppleGothic, sans-serif;">우선 사물인터넷이란?</span></span></span></b></div><div><b style="font-size: 13.3333px;"><span style="font-family: Verdana, sans-serif; font-size: 12pt;"><span style="color: rgb(217, 65, 141); font-family: Gulim, 굴림, AppleGothic, sans-serif;"><span style="color: rgb(53, 53, 53); font-family: Gulim, 굴림, AppleGothic, sans-serif;">모든 사물들이 인터넷과 연결되어</span></span></span></b></div><div><b style="font-size: 13.3333px;"><span style="font-family: Verdana, sans-serif; font-size: 12pt;"><span style="color: rgb(217, 65, 141); font-family: Gulim, 굴림, AppleGothic, sans-serif;"><span style="color: rgb(53, 53, 53); font-family: Gulim, 굴림, AppleGothic, sans-serif;">실시간으로 사용자가 필요한 정보를 얻는</span></span></span></b></div><div><b style="font-size: 13.3333px;"><span style="font-family: Verdana, sans-serif; font-size: 12pt;"><span style="color: rgb(217, 65, 141); font-family: Gulim, 굴림, AppleGothic, sans-serif;"><span style="color: rgb(53, 53, 53); font-family: Gulim, 굴림, AppleGothic, sans-serif;">4차 산업혁명과 관련된 신기술 중 하나입니다. </span></span></span></b></div><div><b style="font-size: 13.3333px;"><span style="font-family: Verdana, sans-serif; font-size: 12pt;"><span style="color: rgb(217, 65, 141); font-family: Gulim, 굴림, AppleGothic, sans-serif;"><span style="color: rgb(53, 53, 53); font-family: Gulim, 굴림, AppleGothic, sans-serif;"><br></span></span></span></b></div><div><b style="font-size: 13.3333px;"><span style="font-family: Verdana, sans-serif; font-size: 12pt;"><span style="color: rgb(217, 65, 141); font-family: Gulim, 굴림, AppleGothic, sans-serif;"><span style="color: rgb(53, 53, 53); font-family: Gulim, 굴림, AppleGothic, sans-serif;">이에따라 소프트뱅크의 손정의 회장은</span></span></span></b></div><div><b style="font-size: 13.3333px;"><span style="font-family: Verdana, sans-serif; font-size: 12pt;"><span style="color: rgb(217, 65, 141); font-family: Gulim, 굴림, AppleGothic, sans-serif;"><span style="color: rgb(53, 53, 53); font-family: Gulim, 굴림, AppleGothic, sans-serif;">사물인터넷에대한 막대한 투자를 계획하는 것으로</span></span></span></b></div><div><b style="font-size: 13.3333px;"><span style="font-family: Verdana, sans-serif; font-size: 12pt;"><span style="color: rgb(217, 65, 141); font-family: Gulim, 굴림, AppleGothic, sans-serif;"><span style="color: rgb(53, 53, 53); font-family: Gulim, 굴림, AppleGothic, sans-serif;">알려져 있습니다.</span></span></span></b></div><div><b style="font-size: 13.3333px;"><span style="font-family: Verdana, sans-serif; font-size: 12pt;"><span style="color: rgb(217, 65, 141); font-family: Gulim, 굴림, AppleGothic, sans-serif;"><span style="color: rgb(53, 53, 53); font-family: Gulim, 굴림, AppleGothic, sans-serif;"><br></span></span></span></b></div><div><b style="font-size: 13.3333px;"><span style="font-family: Verdana, sans-serif; font-size: 12pt;"><span style="color: rgb(217, 65, 141); font-family: Gulim, 굴림, AppleGothic, sans-serif;"><span style="color: rgb(53, 53, 53); font-family: Gulim, 굴림, AppleGothic, sans-serif;">국내에서 사물인터넷과 관련된</span></span></span></b></div><div><b style="font-size: 13.3333px;"><span style="font-family: Verdana, sans-serif; font-size: 12pt;"><span style="color: rgb(217, 65, 141); font-family: Gulim, 굴림, AppleGothic, sans-serif;"><span style="color: rgb(53, 53, 53); font-family: Gulim, 굴림, AppleGothic, sans-serif;">비지니스를 하는 기업은 효성ITX,</span></span></span></b></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>모다정보통신 등 많은 기업들이 있습니다.</b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b><br></b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>먼저, 효성ITX는 아웃소싱 전문 업체로</b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>빅데이터 부분에서 강세를 보이는 기업으로,</b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>5년평균 높은성장률을 보이고 있습니다. </b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b><br></b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>다만, 주가를 보았을때 최근 2년동안 </b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>주가의 고점과 쌍봉까지 보여주어</b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>큰 시세가 이미 끝났으므로 </b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>다시한번 큰 상승을 보여주기 위해서는</b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>충분한 시간이 필요할 것으로 보입니다. </b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b><br></b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>모다정보통신은 무선통신장비 제조,판매 기업으로</b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>사물인터넷 기술을 보유하고 있는 것으로</b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>알려져 있습니다.</b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b><br></b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>그러나 시장에서 충분한 경쟁력을 확보하기위해</b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>관련 기술 특허의 확보가 매우 중요하므로</b></span></font></div><div><font color="#353535" face="Gulim, 굴림, AppleGothic, sans-serif"><span style="font-size: 16px;"><b>시장에서 충분히 검증될 때 까지 </b></span></font><b style="font-size: 16px; color: rgb(53, 53, 53); font-family: Gulim, 굴림, AppleGothic, sans-serif;">기다리거나 </b></div><div><b style="font-size: 16px; color: rgb(53, 53, 53); font-family: Gulim, 굴림, AppleGothic, sans-serif;">강한 변동성으로 주가를 눌러줄때까지 </b></div><div><b style="font-size: 16px; color: rgb(53, 53, 53); font-family: Gulim, 굴림, AppleGothic, sans-serif;">관망해야 </b><b style="font-size: 16px; color: rgb(53, 53, 53); font-family: Gulim, 굴림, AppleGothic, sans-serif;">할 것으로 보입니다. </b></div><p style="text-align: center;"><br></p><p style="text-align: left;"><a href="http://blog.naver.com/jehoo3/220948063436" target="_blank" class="tx-link"><img src="https://t1.daumcdn.net/cfile/cafe/220B0F4558B7B62F2D" class="txc-image" actualwidth="294" hspace="1" vspace="1" border="0" width="294" exif="{}" data-filename="부자아빠의 답변 보러가기.jpg" style="clear:none;float:none;" id="A_220B0F4558B7B62F2D0F5D"/></a></p></div><p><br></p>