하이라이트
초록색 : 현상황에서 긍정적
파란색 : 중립 또는 긍정 부정 혼재
분홍색 : 현상황에서 부정적

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목차
1. 전체 시황
2. 애플 어닝 관련
3. 인텔 "
4. 마소 "
5. 메타 "
6. 넷플릭스 "
7. 딥시크
8. 테슬라


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1.

1ebec223e0dc2bae61abe9e74683716d95d726a0be0c9bfdf950d4a7baef4487b9c6a9fd197cb5a7fcd126cdec32873c5ac4a8d4







1ebec223e0dc2bae61abe9e74683716d95d726a0be039ffcff55d4a7baef448756f76d25224b37f512da812d5a3ce577c3bebebe

1ebec223e0dc2bae61abe9e74683716d95d726a0be039ffcf95ad4a7baef4487da82eab4697e105c5908b47195ade82448e53c6e







1ebec223e0dc2bae61abe9e74683716d95d726a0be0c9ff4ff53d4a7baef448723da236f51f76ae5919f714c65299c370d31f389





7fed8273b5836bf751ef81e0428572739eb33b486aca4a17da2fdce284e4ab





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1ebec223e0dc2bae61abe9e74683716d95d726a0be0c9af6fe57d4a7baef448768686af0c4e5d6973bc9343a7a5cfa38edca6e





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2.
애플

7fed8273b5836bf751ef81e045857673596849307bf28ce9c6a7ea95308429

1ebec223e0dc2bae61abe9e74683716d95d726a0be0c9bf7fc5ad4a7baef4487a66fa6ee576c5168611d860ac22045c41c7809




1ebec223e0dc2bae61abe9e74683716d95d726a0be0c9af4fd56d4a7baef4487e307581ccb7a74f80c3b3829d73475a37eddda



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3. 인텔

1ebec223e0dc2bae61abe9e74683716d95d726a0be0d99f6ff51d4abf1e95187e99454eae3162a58c7207e60




1ebec223e0dc2bae61abe9e74683716d95d726a0be0c9af7fe50d4a7baef4487f9d11facb086ef918526c7532dd336ebcbe140




1ebec223e0dc2bae61abe9e74683716d95d726a0be0c9bf5fd56d4a7baef4487cf78ae4062ad6737653b92561057201d9d9ffe



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4. 마이크로소프트

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1ebec223e0dc2bae61abe9e74683716d95d726a0be0c9ff5ff53d4a7baef4487eb3aa8a58adee7aa3d6b7833f28ef4cd2e3db3



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5. 메타


7fed8273b5836bf751ef81e0458473732098099a9ef7ac0fdbb4115724dca6



1ebec223e0dc2bae61abe9e74683716d95d726a0be0c9af0fe53d4a7baef4487850c423575fc63ae45ffaacf82caa6d3912ded



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6. 넷플릭스

7fed8273b5836bf751ef81e0428471735549b61d5772244da559ebd364ea6b




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7. 딥시크

1ebec223e0dc2bae61abe9e74683716d95d726a0be0c9bf2f857d4a7baef4487dadc79d90f29bc0ef844e0a8cbbfa2df957314




1ebec223e0dc2bae61abe9e74683716d95d726a0be0d9bf3f854d4a7baef44879e1068b24ccb791d2bc7d73ef8a161573be98e



위의 리포트로 딥시크 관련 내용은 종결해도 될듯.



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8. 테슬라


7fed8273b5836bf751ef81e0428177739ed8d5f1b469e7432fbea7c05c33e4




1ebec223e0dc2bae61abe9e74683716d95d726a0be0c9af3fd50d4a7baef4487712f25379f0cb79093a520425df35928ea5952




1ebec223e0dc2bae61abe9e74683716d95d726a0be0c9af2fc50d4a7baef4487e0394c7b497c3b4317b554e4f823a7427577a452



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신형 모델Y 공식 영상 새로 몇 개 올라와서 추가



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1ebec223e0dc2bae61abe9e74683716d95d726a0be0d98f5fc51d4abf1f34f877ecff32fd6ed849e59f2f93f




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테슬라 텍사스 기가팩토리 내의 엔비디아 H100 5만 개 분량의 AI 클러스터 사진

7fed8273b5836bf751ef8fe747857c737595ecc3fa5f462f473845e386e28b7d

7fed8273b5836bf751ef8fe747847c73b4f5082bdf2b7e55ab30493a5681fe33




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뉴럴링크

7fed8273b5836bf751ef8fe745817d73edabc318f1dad2e4967c3b9ba914e2






개추!!