๐Ÿ“Š ์ข…๋ชฉ๋ถ„์„ ์—์ด์ „ํŠธ

๐Ÿ“‘ Research KB

ํ•™์ˆ ยท์”ฝํฌํƒฑํฌยท์ปจํผ๋Ÿฐ์Šคยท๊ทœ์ œ 1์ฐจ ์ž๋ฃŒ 98๊ฑด โ†’ ์ข…๋ชฉ ๋ถ„์„ 7๊ฑด์— 29๊ฐœ ์ธ์šฉ (active)

์ด ์ธ์‚ฌ์ดํŠธ
98
L1 ํ—ค๋“œ๋ผ์ธ 58 ยท L2 ์š”์•ฝ 35 ยท L3 ๋ถ„๊ธฐ 5
ํ™œ์„ฑ ์„นํ„ฐ
10 / 10
์‹ ๊ทœ 0์„นํ„ฐ 1์ฐจ ์ˆ˜์ง‘ ๋Œ€๊ธฐ
์ธ์šฉ ์ ์šฉ ์ข…๋ชฉ
7
ํ‰๊ท  4.1๊ฑด/์ข…๋ชฉ ยท ์ด 29 ์ธ์šฉ
์‹œ์Šคํ…œ ์ƒํƒœ
ํ™œ์„ฑ
๋ฐ์ดํ„ฐ ๊ฐฑ์‹  2026-06-17T20:37:59

๐Ÿงญ ์–ด๋””์— ์–ด๋–ป๊ฒŒ ์“ฐ์ด๋‚˜

  1. ๋งค์ฃผ ์ผ์š”์ผ โ€” research-curator ๊ฐ€ 10์„นํ„ฐ ร— 4์œ ํ˜• (ํ•™์ˆ ยท์”ฝํฌํƒฑํฌยท์ปจํผ๋Ÿฐ์Šคยท๊ทœ์ œ) ํ—ค๋“œ๋ผ์ธ์„ L1 ์ธ๋ฑ์Šค์— ์ˆ˜์ง‘
  2. ๋งค์›” ์ฒซ์งธ ์ฃผ โ€” ๋ˆ„์  L1 ์ค‘ ํ•ต์‹ฌ์„ L2 ์š”์•ฝ๋ณธ์œผ๋กœ ์Šน๊ฒฉ (์„นํ„ฐ๋ณ„ .md ํŒŒ์ผ)
  3. ๋ถ„๊ธฐ ์ฒซ์งธ ์ฃผ โ€” L2 5๊ฑด ์ด์ƒ ๋ˆ„์  ์‹œ L3 ๋ถ„๊ธฐ Deep Dive HTML ๋ฐœํ–‰ (Executive Summary + Debate/Contrarian Card + ์ข…๋ชฉ ์˜ํ–ฅ ๋งคํŠธ๋ฆญ์Šค)
  4. ์ข…๋ชฉ ๋ถ„์„ ์‹œ โ€” stock-analyst-lead ๊ฐ€ ์ข…๋ชฉ ์„นํ„ฐ ๋งคํ•‘ โ†’ ์ตœ๊ทผ L2 3๊ฑด + ์ตœ์‹  ๋ถ„๊ธฐ L3 1๊ฑด์„ ์ž๋™ ๋ฐœ์ทŒํ•ด ๋ถ„์„ 5๊ฐœ ์—์ด์ „ํŠธ + scorecard ์— ์ฃผ์ž…
  5. scorecard โ€” Research KB Alignment ์ ์ˆ˜ ยฑ1~3 ์ ์šฉ (Bull ๊ฐ•ํ™” โ†’ +/ Bear ์‹œ๊ทธ๋„ โ†’ -)

๐Ÿ—‚ ์„นํ„ฐ๋ณ„ ํ˜„ํ™ฉ (10์„นํ„ฐ)

๐Ÿง 

๋ฐ˜๋„์ฒด

ํ™œ์„ฑ
L113
L26
L31
์ธ์šฉ22

HBM4 ์–‘์‚ฐ ๊ฐ€์‹œ์„ฑ โ†‘ + ๊ฒฝ์Ÿ ๊ฒฉํ™”: ISSCC 2026์—์„œ Samsung 36GB HBM4 12-Hi 3.3 TB/sยทํ•€๋‹น 13Gb/s ์–‘์‚ฐ๊ธ‰ ์‹œ์—ฐ + SK hynix 16-Hi 48GB HBM4 11.7Gbpsยท2TB/s CES ์ฒซ ๊ณต๊ฐœ. NVIDI

โšก

์—๋„ˆ์ง€

ํ™œ์„ฑ
L17
L26
L31
์ธ์šฉ0

DC ์ „๋ ฅ ์ˆ˜์š” thesis ๊ฒฉ์ƒ: IEA Electricity 2026 (4์›”) โ€” DC ์ „๋ ฅ 2030๋…„ 2๋ฐฐยทAI DC 3๋ฐฐ, 2025๋…„ ๋ฏธ๊ตญ ์ „๋ ฅ ์ˆ˜์š” ์ฆ๊ฐ€์˜ ์•ฝ 50%๊ฐ€ DC. ํ•˜์ดํผ์Šค์ผ€์ผ๋Ÿฌ CapEx $400B โ†’ 2026๋…„ +75% ์ถ”๊ฐ€.

๐Ÿ“Š

๋งคํฌ๋กœ

ํ™œ์„ฑ
L110
L26
L31
์ธ์šฉ0

Fed ๋‚ด ์ปจ์„ผ์„œ์Šค ๋ถ•๊ดด + Powell ๋งˆ์ง€๋ง‰ ํšŒ์˜ ๊ฐ€๋Šฅ์„ฑ: 4/29 FOMC 8-4 ์–‘๋ฐฉํ–ฅ dissent (1992๋…„ 10์›” ์ดํ›„ ์ตœ๋Œ€) โ€” Miran ์ธํ•˜ยทHammack/Kashkari/Logan ๋งคํŒŒ. ์‹œ์žฅ-Fed ์ •์ฑ… ๊ฒฝ๋กœ ๊ดด๋ฆฌ ๊ฒฉ์ƒ. Powell ์ž„๊ธฐ ๋งŒ๋ฃŒ ๊ฐ€๋Šฅ์„ฑ์œผ๋กœ

๐Ÿงฌ

๋ฐ”์ด์˜ค

ํ™œ์„ฑ
L19
L26
L31
์ธ์šฉ0

GLP-1 ์‹œ์žฅ ๊ตฌ์กฐ ์žฌํŽธ + LLY ์••๋„์  ์ง€๋ฐฐ๋ ฅ: FDA Foundayo (orforglipron) 4/1 ์Šน์ธ โ€” ๊ฒฝ๊ตฌ GLP-1 first-in-class, ์‹์Œ ์ œ์•ฝ ์—†์Œ, ATTAIN-1 72์ฃผ -12.4% (-27.3 lbs). NEJM SURMOUNT-5

๐Ÿ’ณ

ํ•€ํ…Œํฌ

ํ™œ์„ฑ
L16
L26
L31
์ธ์šฉ1

SEC ๊ฐ€์ด๋“œ ๋ช…ํ™•ํ™” ์ „ํ™˜์  (Atkins '10๋…„ ๋ถˆํ™•์‹ค์„ฑ ํ•ด์†Œ'): 3/17 SEC+CFTC ๊ณต๋™ 5๋ถ„๋ฅ˜ token taxonomy (digital commodities/collectibles/tools/stablecoins/securities) + 4/13 ์…€ํ”„ ํ˜ธ์ŠคํŒ… ์ง€๊ฐ‘ bro

๐Ÿ›ก๏ธ

๋ฐฉ์‚ฐ

ํ™œ์„ฑ
L13
L21
L30
์ธ์šฉ0
๊ฐฑ์‹  2026-06-13
๐Ÿ’ป

๊ธฐ์ˆ /ํ”Œ๋žซํผ

ํ™œ์„ฑ
L12
L21
L30
์ธ์šฉ0
๊ฐฑ์‹  2026-06-06
๐Ÿ›’

์†Œ๋น„์žฌ

ํ™œ์„ฑ
L15
L21
L30
์ธ์šฉ3
๊ฐฑ์‹  2026-06-13
๐Ÿ—๏ธ

์‚ฐ์—…์žฌ

ํ™œ์„ฑ
L11
L21
L30
์ธ์šฉ1
๊ฐฑ์‹  2026-06-06
๐Ÿš—

์ž๋™์ฐจ

ํ™œ์„ฑ
L12
L21
L30
์ธ์šฉ0
๊ฐฑ์‹  2026-06-06

๐Ÿ“Š ์„นํ„ฐ๋ณ„ ์ธ์šฉ ํ™œ์šฉ ๋ถ„ํฌ

๐Ÿง  ๋ฐ˜๋„์ฒด
22 (81.5%)
๐Ÿ›’ ์†Œ๋น„์žฌ
3 (11.1%)
๐Ÿ’ณ ํ•€ํ…Œํฌ
1 (3.7%)
๐Ÿ—๏ธ ์‚ฐ์—…์žฌ
1 (3.7%)
โšก ์—๋„ˆ์ง€
0 (0%)
๐Ÿ“Š ๋งคํฌ๋กœ
0 (0%)
๐Ÿงฌ ๋ฐ”์ด์˜ค
0 (0%)
๐Ÿ›ก๏ธ ๋ฐฉ์‚ฐ
0 (0%)
๐Ÿ’ป ๊ธฐ์ˆ /ํ”Œ๋žซํผ
0 (0%)
๐Ÿš— ์ž๋™์ฐจ
0 (0%)

๐Ÿ” ์ตœ๊ทผ ํ™œ์šฉ ์‚ฌ๋ก€ (Top 7)

Costco COST v6
์†Œ๋น„์žฌ 2026-06-11 3 ์ธ์šฉ
  • ๐Ÿ“„ [Filing] Costco Q3 FY26 Earnings (2026-05-28) โ€” ๋งค์ถœ +11.6%ยทEPS +15.2%ยทcomp +9.8%ยท๋””์ง€ํ„ธ +21.5%ยท๊ฐฑ์‹ ์œจ 89.7% (knowled
  • ๐Ÿ“„ [Filing] Walmart Q1 FY26 (2026-05-15) โ€” CFO Rainey "5์›” ๋ง~6์›” ๊ฐ€๊ฒฉ ์ธ์ƒ" โ†’ ๊ด€์„ธโ†’CPI ์ „์ด 1์ฐจ ์ฆ๊ฑฐ (knowledge-base/research
  • ๐Ÿ“„ [Filing] Target Q1 FY26 (2026-05-20) โ€” ๋™์ผ์  +5.6%ยท๋””์ง€ํ„ธ +8.9%ยท๊ฐ€์ด๋˜์Šค ์ƒํ–ฅ โ†’ ์˜ด๋‹ˆ์ฑ„๋„ ๋ฐ˜์ „
LamResearch LRCX v4
๋ฐ˜๋„์ฒด 2026-06-10 2 ์ธ์šฉ
  • ๐Ÿ“„ [Conference] VLSI Symposium 2026 (6/14~18, ํ˜ธ๋†€๋ฃฐ๋ฃจ) โ€” ๊ธฐ์กฐ ์—ฐ์‚ฌ 4์ธ์— **Tokyo Electron(์žฅ๋น„)** ํฌํ•จ, Micron ๊ธฐ์กฐ "memory now eme
  • ๐Ÿ“„ [Preprint] arXiv:2511.12286 Sangam โ€” 3D DRAM-PIMยทํ•˜์ด๋ธŒ๋ฆฌ๋“œ ๋ณธ๋”ฉ ์ฐจ์„ธ๋Œ€ ๋ฉ”๋ชจ๋ฆฌ ์•„ํ‚คํ…์ฒ˜ โ†’ ๋ณธ๋”ฉ ๊ณต์ • ์‹๊ฐยท์ฆ์ฐฉ ์ˆ˜ ์ฆ๊ฐ€ ์‹ ํ˜ธ.
JPMorgan JPM v4
ํ•€ํ…Œํฌ 2026-06-10 1 ์ธ์šฉ
  • ๐Ÿ“„ [Policy] SECยทCFTC MOU 2026-03-11, GENIUS Act ์ปค์Šคํ„ฐ๋”” ๋ฃฐ)
TSMC TSM v5
๋ฐ˜๋„์ฒด 2026-06-09 5 ์ธ์šฉ
  • ๐Ÿ“„ [Think Tank] McKinsey โ€” 2030 $1.6T thesis ์œ„ํ—˜ ์‹œ๋‚˜๋ฆฌ์˜ค(CAGR 8%)๊ฐ€ ์•ฝํ•œ ๊ฐ€์ • #1์˜ ์ •๋Ÿ‰ ์•ต์ปค. [L3 Q2]
  • ๐Ÿ“„ [Conference] ISSCC 2026 HBM4 ์–‘์‚ฐ ๊ฐ€์‹œํ™” โ†’ HBM+๋กœ์ง ํ†ตํ•ฉ ํŒจํ‚ค์ง•(CoWoS) ์ˆ˜์š” ๋™๋ฐ˜ ํ™•๋Œ€ โ†’ TSMC ํ›„๊ณต์ • ์ˆ˜ํ˜œ. [L3 Q2]
  • ๐Ÿ“„ [Policy] MATCH Act + ์ค‘๊ตญ ์‚ฐ์—…๋ง ๋ฒ•๋ น โ€” ๋‹ค์ž ํ†ต์ œ ๊ฒฉ์ƒ, ํ•œยท์ผ ์šฐ์‹œยท์‹œ์•ˆ ํŒน ์šฐํšŒ ์ฐจ๋‹จ ๋ฆฌ์Šคํฌ. [L3 Q2]
  • ๐Ÿ“„ [Think Tank] McKinsey (2026-04-02) โ€” 2030๋…„ ๋ฐ˜๋„์ฒด ์‹œ์žฅ $1.6T, ์ปดํ“จํŒ…ยท์Šคํ† ๋ฆฌ์ง€ 55% ๊ธฐ์—ฌ โ†’ TSMC ์ฒจ๋‹จ ๋กœ์ง ์ง์ ‘ ๋ฒ ํƒ€. [L3 Q2]
  • ๐Ÿ“„ [Filing] capex.md S2 (L3 ์ธ์šฉ) โ€” TSMC ๋งค์ถœ $35.9B(+40.6%)ยทGM 66.2%ยทOPM 58.1%(๋ถ„๊ธฐ ๊ธฐ์ค€), 2nm 3์›” ๋งค์ถœ ๊ธฐ์—ฌ ์‹œ์ž‘. [L3 Q2]
Toyota TM v4
์‚ฐ์—…์žฌ 2026-06-09 1 ์ธ์šฉ
  • ๐Ÿ“„ [Think Tank] SIEPR Stanford (2026) โ€” "Clean Vehicle Tax Credit: The New Industrial Policy" ๋ถ„์„์— ๋”ฐ๋ฅด๋ฉด, IRA 30D ํด๋ฆฐ๋น„ํด
Micron MU v4
๋ฏธ๋ถ„๋ฅ˜ 2026-05-26 2 ์ธ์šฉ
  • ๐Ÿ“„ [Bank] BofA |
  • ๐Ÿ“„ [Industry] TrendForce 2025-12-24 |
SKํ•˜์ด๋‹‰์Šค 000660 v3
๋ฐ˜๋„์ฒด 2026-05-12 15 ์ธ์šฉ
  • ๐Ÿ“„ [Conference] CES 2026 โ€” SK hynix "16-Hi 48GB HBM4 + GDDR7 + LPDDR6 + SOCAMM2"
  • ๐Ÿ“„ [Think Tank] McKinsey (2026-04-02) โ€” 2030๋…„ $1.6T (CAGR 13%), ์ปดํ“จํŒ…ยท์Šคํ† ๋ฆฌ์ง€ 55% ๊ธฐ์—ฌ
  • ๐Ÿ“„ [Conference] CES 2026 ์ธ์šฉ ๊ฐ€๋Šฅ
  • ๐Ÿ“„ [Think Tank] McKinsey (2026-04-02) โ€” "Computing to Propel Chip Boom" โ†’ 2030๋…„ $1.6T (CAGR 13%), ์ปดํ“จํŒ…ยท์Šคํ† ๋ฆฌ์ง€๊ฐ€ ์„ฑ์žฅ์˜ 55%
  • ๐Ÿ“„ [Conference] ISSCC 2026 (2026-02) โ€” Samsung 36GB HBM4 12-Hi 3.3 TB/s, SF4 base + 1c DRAM
  • ๐Ÿ“„ [Conference] CES 2026 + ISSCC 2026 โ€” SK hynix 48GB HBM4 16-Hi 11.7Gbps + GDDR7 48Gbps + LPDDR6 14.4Gbps + SOCAMM2
  • ๐Ÿ“„ [Preprint] arXiv:2511.12286 (2025-11) โ€” "Sangam: Chiplet-Based DRAM-PIM Accelerator with CXL Integration for LL
  • ๐Ÿ“„ [Policy] US BIS / MATCH Act ์ž…๋ฒ• (2026-04) โ€” ๋‹ค์ž ํ†ต์ œ ๋ช…๋ฌธํ™” ์ถ”์ง„