๐Ÿ“Š ์ข…๋ชฉ๋ถ„์„ ์—์ด์ „ํŠธ

๐Ÿ“‘ Research KB

ํ•™์ˆ ยท์”ฝํฌํƒฑํฌยท์ปจํผ๋Ÿฐ์Šคยท๊ทœ์ œ 1์ฐจ ์ž๋ฃŒ 83๊ฑด โ†’ ์ข…๋ชฉ ๋ถ„์„ 0๊ฑด์— 0๊ฐœ ์ธ์šฉ (์ดˆ๊ธฐ ๋‹จ๊ณ„)

์ด ์ธ์‚ฌ์ดํŠธ
83
L1 ํ—ค๋“œ๋ผ์ธ 43 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
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์‹œ์Šคํ…œ ์ƒํƒœ
์ดˆ๊ธฐ (ํ™œ์šฉ 5๊ฑด ๋ฏธ๋งŒ)
๋ฐ์ดํ„ฐ ๊ฐฑ์‹  2026-06-07T01:31:39

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
L19
L26
L31
์ธ์šฉ0

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
L15
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
L19
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
L17
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
L15
L26
L31
์ธ์šฉ0

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
L12
L21
L30
์ธ์šฉ0
๊ฐฑ์‹  2026-06-06
๐Ÿ’ป

๊ธฐ์ˆ /ํ”Œ๋žซํผ

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

์†Œ๋น„์žฌ

ํ™œ์„ฑ
L11
L21
L30
์ธ์šฉ0
๊ฐฑ์‹  2026-06-06
๐Ÿ—๏ธ

์‚ฐ์—…์žฌ

ํ™œ์„ฑ
L11
L21
L30
์ธ์šฉ0
๊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

์•„์ง ์ธ์šฉ ๋ฐ์ดํ„ฐ๊ฐ€ ์ถฉ๋ถ„ํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค. ์ข…๋ชฉ ๋ถ„์„์„ ์ง„ํ–‰ํ•˜๋ฉด ์ž๋™์œผ๋กœ ๋ˆ„์ ๋ฉ๋‹ˆ๋‹ค.

๐Ÿ” ์ตœ๊ทผ ํ™œ์šฉ ์‚ฌ๋ก€ (Top 0)

์•„์ง Research KB ์ธ์šฉ์ด ์ ์šฉ๋œ ์ข…๋ชฉ ๋ถ„์„์ด ์—†์Šต๋‹ˆ๋‹ค.