C O N T E N T S
I. Investment Summary
1. »ý¼º AIÀÇ Áö¼ö ÇÔ¼ö: Á¦ 2ÀÇ ±â°è ½Ã´ë
2. Top Picks: ¸¶ÀÌÅ©·Î¼ÒÇÁÆ®, ¿£ºñµð¾Æ/TSMC, ·Îºí·Ï½º, AIQ ETF
II. »ý¼º AIÀÇ Áö¼ö ÇÔ¼ö
1. GPTÀÇ Áö¼ö ÇÔ¼öÀûÀÎ ¼º´É ¹ßÀü
2. ¿ø°¡ÀÇ Ç϶ô ¼Óµµµµ Áö¼öÇÔ¼öÀû
3. ºòÅ×Å©ÀÇ º»°ÝÀûÀÎ Âü¿©°¡ °¡Á®¿Ã ½Ã³ÊÁö È¿°ú
4. »ý¼º AI ½ÃÀå ¼ºÀåÀº ±â´ë¸¦ »óȸÇÒ Àü¸Á
5. °æÀï ±¸µµ: ÀÎÅͳÝ/¸ð¹ÙÀÏ Çõ¸í°úÀÇ °øÅëÁ¡/Â÷ÀÌÁ¡
III. Industry Dynamics: ¼ÒÇÁÆ®¿þ¾î/ÀÎÅÍ³Ý Ç÷§Æû
1. »ý¼º AI in ¼ÒÇÁÆ®¿þ¾î
2. »ý¼º AI in ½ºÅ¸Æ®¾÷
3. »ý¼º AI in ÀÎÅÍ³Ý Ç÷§Æû
IV. Industry Dynamics: ¹ÝµµÃ¼
1. »ý¼º AI¿Í ¹ÝµµÃ¼
2. ¸Þ¸ð¸®/ÆÄ¿îµå¸®
Top Picks ¹× °ü½ÉÁ¾¸ñ
¸¶ÀÌÅ©·Î¼ÒÇÁÆ® Microsoft (MSFT US)
¿£ºñµð¾Æ Nvidia (NVDA US)
TSMC TSMC (TSM US)
NAVER (035420)
Ä«Ä«¿À (035720)
·Îºí·Ï½º Roblox (RBLX US)
¾ËÆĺª Alphabet (GOOGL US)
Global X Artificial Intelligence & Technology ETF (AIQ US)
ºÎ·Ï. AI »ê¾÷ ±âÃÊ
1. ÀΰøÁö´É-¸Ó½Å·¯´×-µö·¯´×ÀÇ °ü°è
2. µö·¯´×°ú ÀÚ¿¬¾îó¸®(NLP)