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Wednesday, November 4, 2026

빅테크 현금이 말라가는 진짜 이유... 노무라의 반도체 디펜스

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불앤베어 플러스하이퍼스케일러들의 설비투자가 천문학적으로 늘어나면서 시장에 많은 우려를 주고 있습니다. 이와 관련 노무라가 보고서를 내놓았는데요. 영상과 함께 만나보시죠! ◆ 유의사..

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