{"id":214,"date":"2026-05-18T15:55:15","date_gmt":"2026-05-19T00:55:15","guid":{"rendered":"https:\/\/noteconomy.com\/?p=214"},"modified":"2026-05-18T15:55:19","modified_gmt":"2026-05-19T00:55:19","slug":"hanmi-semiconductor-earning-shock-etf","status":"publish","type":"post","link":"https:\/\/noteconomy.com\/en\/hanmi-semiconductor-earning-shock-etf\/","title":{"rendered":"\uc2e4\uc801 \uc1fc\ud06c\uc5d0 \uc8fc\uac00 30% \ud3ed\ub77d\ud55c \ud55c\ubbf8\ubc18\ub3c4\uccb4, \uad00\ub828 ETF \uc218\uc775\ub960\ub3c4 \ub3d9\ubc18 \ud558\ub77d"},"content":{"rendered":"

\uc62c 1\ubd84\uae30 \uc601\uc5c5\uc774\uc775 \uc804\ub144 \ub300\ube44 87.9% \uae09\uac10\ud558\uba70 \uc5b4\ub2dd \uc1fc\ud06c \uae30\ub85d
\ud55c\ubbf8\ubc18\ub3c4\uccb4 \ud3b8\uc785 \ube44\uc911 \ub192\uc740 \uc8fc\uc694 AI \ubc18\ub3c4\uccb4 ETF \uc218\uc775\ub960\ub3c4 \uc77c\uc81c\ud788 \ud0c0\uaca9
\uc7a5\ube44 \uc138\ub300 \uad50\uccb4\uc5d0 \ub530\ub978 \uc77c\uc2dc\uc801 \uc218\uc8fc \uacf5\ubc31 \ubd84\uc11d, 2\ubd84\uae30 \uc774\ud6c4 \ud68c\ubcf5 \uc804\ub9dd\ub3c4<\/p>\n\n\n

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\ud55c\ubbf8\ubc18\ub3c4\uccb4 4\uacf5\uc7a5 = \ud55c\ubbf8\ubc18\ub3c4\uccb4<\/figcaption><\/figure>\n<\/div>\n\n\n

\uc778\uacf5\uc9c0\ub2a5(AI) \ubc18\ub3c4\uccb4 \uc5f4\ud48d\uc758 \uc911\uc2ec\uc5d0 \uc11c \uc788\ub358 \ud55c\ubbf8\ubc18\ub3c4\uccb4\uac00 \uc62c\ud574 1\ubd84\uae30 \uc608\uc0c1\uce58 \ubabb\ud55c \uc2e4\uc801 \ubd80\uc9c4\uc744 \uacaa\uc73c\uba70 \uc8fc\uc2dd \uc2dc\uc7a5\uc5d0 \ud070 \ucda9\uaca9\uc744 \uc8fc\uace0 \uc788\ub2e4. \uc2dc\uc7a5\uc758 \uae30\ub300\ub97c \ud06c\uac8c \ubc11\ub3c4\ub294 \uc5b4\ub2dd \uc1fc\ud06c\uac00 \ubc1c\ud45c\ub418\uba74\uc11c \uc8fc\uac00\ub294 \ub2e8 \uc774\ud2c0 \ub9cc\uc5d0 30% \uc774\uc0c1 \ud3ed\ub77d\ud588\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud55c\ubbf8\ubc18\ub3c4\uccb4\ub97c \ub192\uc740 \ube44\uc911\uc73c\ub85c \ud3b8\uc785\ud558\uace0 \uc788\ub358 \uad6d\ub0b4 \uc8fc\uc694 \uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc(ETF)\ub4e4\uc758 \uc218\uc775\ub960\uc5d0\ub3c4 \ube44\uc0c1\uc774 \uac78\ub838\ub2e4.<\/p>\n\n\n\n

\ud55c\uad6d\uac70\ub798\uc18c\uc5d0 \ub530\ub974\uba74 \ucd5c\uadfc \uac70\ub798\uc77c \uae30\uc900\uc73c\ub85c \ud55c\ubbf8\ubc18\ub3c4\uccb4\uc758 \uc8fc\uac00\ub294 \uae09\uaca9\ud55c \ud558\ud5a5 \uace1\uc120\uc744 \uadf8\ub838\ub2e4. \ubd88\uacfc \uc77c\uc8fc\uc77c \uc804\uae4c\uc9c0\ub9cc \ud574\ub3c4 38\uc870 \uc6d0\uc5d0 \uc721\ubc15\ud558\ub358 \uc2dc\uac00\ucd1d\uc561\uc740 \uc8fc\uac00 \uae09\ub77d\uacfc \ud568\uaed8 30\uc870 \uc6d0 \uc120\uc744 \uaca8\uc6b0 \uc720\uc9c0\ud558\ub294 \uc218\uc900\uc73c\ub85c \ub0b4\ub824\uc549\uc558\ub2e4. \uace0\uc131\uc7a5\uc138\ub97c \uc774\uc5b4\uac08 \uac83\uc73c\ub85c \ubbff\uc5c8\ub358 \ud22c\uc790\uc790\ub4e4 \uc0ac\uc774\uc5d0\uc11c\ub294 \uac11\uc791\uc2a4\ub7ec\uc6b4 \uc8fc\uac00 \ud3ed\ub77d\uc5d0 \ub530\ub978 \uc6b0\ub824\uc758 \ubaa9\uc18c\ub9ac\uac00 \ucee4\uc9c0\uace0 \uc788\ub2e4.<\/p>\n\n\n\n

\uc8fc\uc694 \ubc18\ub3c4\uccb4 \ud14c\ub9c8 ETF \uc218\uc775\ub960 \ub3d9\ubc18 \ud558\ub77d<\/h2>\n\n\n
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\uae30\uc0ac \uc774\ud574\ub97c \ub3d5\uae30 \uc704\ud55c \uc774\ubbf8\uc9c0 = \uc628\ub77c\uc778 \ucee4\ubba4\ub2c8\ud2f0<\/figcaption><\/figure>\n<\/div>\n\n\n

\ud55c\ubbf8\ubc18\ub3c4\uccb4\uc758 \uc8fc\uac00 \ud3ed\ub77d\uc740 \ud574\ub2f9 \uc885\ubaa9\uc744 \ub300\uac70 \ub2f4\uc740 AI \ubc0f \ubc18\ub3c4\uccb4 \ud14c\ub9c8 ETF\uc758 \ub3d9\ubc18 \ubd80\uc9c4\uc73c\ub85c \uc774\uc5b4\uc84c\ub2e4. \uac00\uc7a5 \ud070 \ud0c0\uaca9\uc744 \uc785\uc740 \uc0c1\ud488\uc740 \ud55c\ubbf8\ubc18\ub3c4\uccb4 \ud3b8\uc785 \ube44\uc911\uc774 31.65%\ub85c \ub192\uc740 \u2018KODEX AI\ubc18\ub3c4\uccb4\ud575\uc2ec\uc7a5\ube44\u2019 ETF\ub85c, \ub2e8\uae30\uac04\uc5d0 11%\uac00 \ub118\ub294 \ub9c8\uc774\ub108\uc2a4 \uc218\uc775\ub960\uc744 \uae30\ub85d\ud588\ub2e4. \uc774 \uc0c1\ud488\uc740 \uad6c\uc131 \uc885\ubaa9 \uc911 \ub2e4\ub978 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uae30\uc5c5\uc774 \uc0c1\ud55c\uac00\ub97c \uae30\ub85d\ud588\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud55c\ubbf8\ubc18\ub3c4\uccb4\uc758 \ube44\uc911\uc774 \uc6cc\ub099 \ub192\uc544 \ud558\ub77d\uc138\ub97c \uba74\uce58 \ubabb\ud588\ub2e4.<\/p>\n\n\n\n

\ub2e4\ub978 \uc790\uc0b0\uc6b4\uc6a9\uc0ac\uc758 \ubc18\ub3c4\uccb4 ETF \uc0c1\ud669\ub3c4 \ud06c\uac8c \ub2e4\ub974\uc9c0 \uc54a\ub2e4. \u2018TIGER AI\ubc18\ub3c4\uccb4\ud575\uc2ec\uacf5\uc815\u2019 ETF\uac00 10% \ub118\uac8c \ud558\ub77d\ud588\uc73c\uba70, \u2018SOL \ubc18\ub3c4\uccb4\ud6c4\uacf5\uc815\u2019 ETF \uc5ed\uc2dc 9% \uc774\uc0c1\uc758 \uc190\uc2e4\uc744 \ub098\ud0c0\ub0c8\ub2e4. \uc0bc\uc131\uc804\uc790, SK\ud558\uc774\ub2c9\uc2a4\uc640 \ud568\uaed8 \ud55c\ubbf8\ubc18\ub3c4\uccb4\ub97c 3\ub300 \ud575\uc2ec \uc885\ubaa9\uc73c\ub85c \uad6c\uc131\ud574 \uc57d 75%\uc758 \ube44\uc911\uc744 \uc720\uc9c0\ud558\ub358 \u2018ACE AI\ubc18\ub3c4\uccb4TOP3++\u2019 ETF\ub3c4 7%\ub300 \ud6c4\ud1f4\ud558\uba70 \ud6c4\uacf5\uc815 \ubc0f \ud575\uc2ec \uc7a5\ube44 \uad00\ub828 \ud380\ub4dc\ub4e4\uc774 \uc804\ubc29\uc704\uc801\uc778 \uc555\ubc15\uc744 \ubc1b\uc558\ub2e4.<\/p>\n\n\n\n

\uc2dc\uc7a5 \uc804\ub9dd\uce58 \ud06c\uac8c \ubc11\ub3c8 1\ubd84\uae30 \u2018\uc5b4\ub2dd \uc1fc\ud06c\u2019 \uc6d0\uc778<\/h2>\n\n\n
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\ud55c\ubbf8\ubc18\ub3c4\uccb4 = \ud55c\ubbf8\ubc18\ub3c4\uccb4<\/figcaption><\/figure>\n<\/div>\n\n\n

\uc774\ubc88 \uc8fc\uac00 \uae09\ub77d\uc758 \uc9c1\uc811\uc801\uc778 \ub3c4\ud654\uc120\uc740 \uacf5\uc2dc\ub97c \ud1b5\ud574 \ubc1d\ud600\uc9c4 \uc62c\ud574 1\ubd84\uae30 \uc5f0\uacb0 \uae30\uc900 \uc2e4\uc801\uc774\ub2e4. \ud55c\ubbf8\ubc18\ub3c4\uccb4\uc758 1\ubd84\uae30 \uc601\uc5c5\uc774\uc775\uc740 84\uc5b5 5600\ub9cc \uc6d0\uc73c\ub85c \uc9d1\uacc4\ub418\uc5c8\ub294\ub370, \uc774\ub294 \uc9c0\ub09c\ud574 \uac19\uc740 \uae30\uac04 \uae30\ub85d\ud55c 696\uc5b5 \uc6d0\uacfc \ube44\uad50\ud574 \ubb34\ub824 87.9%\ub098 \uac10\uc18c\ud55c \uc218\uce58\ub2e4. \ub9e4\ucd9c\uc561 \ub610\ud55c \uc804\ub144 \ub3d9\uae30 \ub300\ube44 65.5% \uc904\uc5b4\ub4e0 509\uc5b5 \uc6d0\uc5d0 \uadf8\ucce4\ub2e4. \ub2f9\ucd08 \uc99d\uad8c\uac00\uc5d0\uc11c\ub294 \ub9e4\ucd9c 2000\uc5b5 \uc6d0 \uc548\ud30e, \uc601\uc5c5\uc774\uc775 1000\uc5b5 \uc6d0 \uc548\ud30e\uc744 \uc608\uc0c1\ud588\uc73c\ub098 \uc2e4\uc81c \uc131\uc801\ud45c\ub294 \uc774\uc5d0 \ud131\uc5c6\uc774 \ubd80\uc871\ud588\ub2e4.<\/p>\n\n\n\n

\uc2e4\uc801 \uc545\ud654\uc758 \uc6d0\uc778\uc73c\ub85c\ub294 \ud575\uc2ec \uc2dc\uc7a5\uc5d0\uc11c\uc758 \ub9e4\ucd9c \uac10\uc18c\uc640 \uc774\uc5d0 \ub530\ub978 \uc218\uc8fc \uacf5\ubc31\uc774 \uaf3d\ud78c\ub2e4. \ubd84\uae30\ubcf4\uace0\uc11c \ubd84\uc11d \uacb0\uacfc, \uc9c0\ub09c\ud574 1\ubd84\uae30 1458\uc5b5 \uc6d0\uc5d0 \ub2ec\ud588\ub358 \uc544\uc2dc\uc544 \uc9c0\uc5ed \ub9e4\ucd9c\uc774 \uc62c\ud574 1\ubd84\uae30\uc5d0\ub294 498\uc5b5 \uc6d0\uc73c\ub85c 65.8% \uae09\uac10\ud55c \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\ub2e4. \ubc18\ub3c4\uccb4 \uc5c5\uacc4\uc5d0\uc11c\ub294 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac 5\uc138\ub300(HBM3E)\uc6a9 \uc5f4\uc555\ucc29(TC) \ubcf8\ub354 \ud22c\uc790\uac00 \uc77c\ucc28\uc801\uc73c\ub85c \ub9c8\ubb34\ub9ac\ub41c \ubc18\uba74, \ucc28\uc138\ub300 \uc81c\ud488\uc778 6\uc138\ub300(HBM4) \uc7a5\ube44 \ub9e4\ucd9c\uc740 \uc544\uc9c1 \ubcf8\uaca9\uc801\uc73c\ub85c \ubc18\uc601\ub418\uc9c0 \uc54a\uc544 \ubc1c\uc0dd\ud55c \uacfc\ub3c4\uae30\uc801 \ud604\uc0c1\uc73c\ub85c \ubcf4\uace0 \uc788\ub2e4.<\/p>\n\n\n\n

\uc99d\uad8c\uac00 \u201c2\ubd84\uae30 \uc774\ud6c4 \uc218\uc8fc \uc7ac\uac1c \ubc0f \uc2e4\uc801 \ud68c\ubcf5 \uae30\ub300\u201d<\/h2>\n\n\n
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\uae08\uc735\ud22c\uc790\ud611\ud68c CI = \uae08\uc735\ud22c\uc790\ud611\ud68c<\/figcaption><\/figure>\n<\/div>\n\n\n

\ub2e8\uae30\uc801\uc778 \uc2e4\uc801 \ucda9\uaca9\uc73c\ub85c \uc8fc\uac00\uac00 \ud06c\uac8c \ucd9c\ub801\uc600\uc73c\ub098, \ud22c\uc790 \uc804\ubb38\uac00\ub4e4\uc740 \ud5a5\ud6c4 \uc804\ub9dd\uc5d0 \ub300\ud574 \uc644\uc804\ud788 \ubd80\uc815\uc801\uc774\uc9c0\ub294 \uc54a\ub2e4\ub294 \uc758\uacac\uc744 \ub0b4\ub193\uace0 \uc788\ub2e4. 1\ubd84\uae30 \uc2e4\uc801 \ubd80\uc9c4\uc740 \uc7a5\ube44 \uc138\ub300\uad50\uccb4 \uacfc\uc815\uc5d0\uc11c \uc77c\uc5b4\ub09c \uc77c\uc2dc\uc801\uc778 \ud604\uc0c1\uc774\uba70, \uc55e\uc73c\ub85c\uc758 \uc131\uc7a5 \ubaa8\uba58\ud140\uc740 \uc5ec\uc804\ud788 \uc720\ud6a8\ud558\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4. \uc8fc\uc694 \uace0\uac1d\uc0ac\ub4e4\uc758 \ucc28\uc138\ub300 \uc7a5\ube44 \uc218\uc694\uac00 \uc9c0\uc18d\ub418\uace0 \uc788\uc5b4 \ud558\ubc18\uae30\ub85c \uac08\uc218\ub85d \uc2e4\uc801 \uac1c\uc120\uc138\uac00 \ub69c\ub837\ud574\uc9c8 \uac83\uc774\ub77c\ub294 \uad00\uce21\uc774 \uc6b0\uc138\ud558\ub2e4.<\/p>\n\n\n\n

\uc2e4\uc81c \uae08\uc735\ud22c\uc790\uc5c5\uacc4 \uad00\uacc4\uc790\ub294 1\ubd84\uae30 \uc2e4\uc801 \uc815\uccb4\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uace0\uac1d\uc0ac\ub4e4\uc758 \uc8fc\ubb38 \ubaa8\uba58\ud140\uc774 \ub2e4\uc2dc \uc0b4\uc544\ub098\uace0 \uc788\uc5b4 2\ubd84\uae30\ubd80\ud130 \uc5f0\ub9d0\uae4c\uc9c0 \ub9e4\ucd9c\uacfc \uc601\uc5c5\uc774\uc775\uc774 \uac00\ud30c\ub974\uac8c \uc99d\uac00\ud560 \uc218 \uc788\ub2e4\uace0 \uc608\uce21\ud588\ub2e4. \ucd5c\ub300 \uace0\uac1d\uc0ac\uc758 \ud575\uc2ec HBM \uc7a5\ube44\uc640 \uc0c8\ub85c\uc6b4 \uba54\ubaa8\ub9ac \ubcf8\ub354\uc5d0 \ub300\ud55c \uc2dc\uc7a5\uc758 \uc694\uad6c\uac00 \uac15\ud55c \ub9cc\ud07c, \uc774\ubbf8 \uc9c0\ub09c 3\uc6d4\uc744 \uae30\uc810\uc73c\ub85c \uc7a5\ube44 \uc8fc\ubb38\ub7c9\uc774 \ub2e4\uc2dc \ud68c\ubcf5\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc5b4 \ud5a5\ud6c4 \uc2e4\uc801 \ubc18\ub4f1\uc758 \ubc1c\ud310\uc774 \ub9c8\ub828\ub420 \uac83\uc774\ub77c\ub294 \uc9c4\ub2e8\uc774\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"

\uc62c 1\ubd84\uae30 \uc601\uc5c5\uc774\uc775 \uc804\ub144 \ub300\ube44 87.9% \uae09\uac10\ud558\uba70 \uc5b4\ub2dd \uc1fc\ud06c \uae30\ub85d\ud55c\ubbf8\ubc18\ub3c4\uccb4 \ud3b8\uc785 \ube44\uc911 \ub192\uc740 \uc8fc\uc694 AI \ubc18\ub3c4\uccb4 ETF \uc218\uc775\ub960\ub3c4 \uc77c\uc81c\ud788 \ud0c0\uaca9\uc7a5\ube44 \uc138\ub300 \uad50\uccb4\uc5d0 \ub530\ub978 \uc77c\uc2dc\uc801 \uc218\uc8fc \uacf5\ubc31 \ubd84\uc11d, 2\ubd84\uae30 \uc774\ud6c4 \ud68c\ubcf5 \uc804\ub9dd\ub3c4 \uc778\uacf5\uc9c0\ub2a5(AI) \ubc18\ub3c4\uccb4 \uc5f4\ud48d\uc758 \uc911\uc2ec\uc5d0 \uc11c \uc788\ub358 \ud55c\ubbf8\ubc18\ub3c4\uccb4\uac00 \uc62c\ud574 1\ubd84\uae30 \uc608\uc0c1\uce58 \ubabb\ud55c \uc2e4\uc801 \ubd80\uc9c4\uc744 \uacaa\uc73c\uba70 \uc8fc\uc2dd \uc2dc\uc7a5\uc5d0 \ud070 \ucda9\uaca9\uc744 \uc8fc\uace0 \uc788\ub2e4. \uc2dc\uc7a5\uc758 \uae30\ub300\ub97c \ud06c\uac8c \ubc11\ub3c4\ub294 … Read more<\/a><\/p>","protected":false},"author":1,"featured_media":215,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[122],"tags":[133,130,129,132,128],"class_list":["post-214","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economy","tag-hmb","tag-etf","tag-129","tag-132","tag-128"],"jetpack_featured_media_url":"https:\/\/noteconomy.com\/wp-content\/uploads\/2026\/05\/Frame-1-1.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/noteconomy.com\/en\/wp-json\/wp\/v2\/posts\/214","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/noteconomy.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/noteconomy.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/noteconomy.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/noteconomy.com\/en\/wp-json\/wp\/v2\/comments?post=214"}],"version-history":[{"count":1,"href":"https:\/\/noteconomy.com\/en\/wp-json\/wp\/v2\/posts\/214\/revisions"}],"predecessor-version":[{"id":219,"href":"https:\/\/noteconomy.com\/en\/wp-json\/wp\/v2\/posts\/214\/revisions\/219"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/noteconomy.com\/en\/wp-json\/wp\/v2\/media\/215"}],"wp:attachment":[{"href":"https:\/\/noteconomy.com\/en\/wp-json\/wp\/v2\/media?parent=214"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/noteconomy.com\/en\/wp-json\/wp\/v2\/categories?post=214"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/noteconomy.com\/en\/wp-json\/wp\/v2\/tags?post=214"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}