AI, 늘어나는 사용량과 돌아오는 청구서 | 월스트리트파인더ㅣ2026.10.26(월)

[월스트리트파인더] AI, 늘어나는 사용량과 돌아오는 청구서
출연 : 김석환 수석연구위원 (투자전략팀)

00:00 시작
00:10 오프닝
00:55 AI, 늘어나는 사용량과 돌아오는 청구서
04:38 AI 생태계의 가치와 자금흐름
09:16 앤트로픽·오픈 AI의 토큰 사용량과 지출 추이
10:21 앤트로픽·오픈 AI의 토큰당 평균 매출액
11:49 앤트로픽 주요 순환 금융 사례
15:09 앤트로픽 IPO, 현금 흐름의 세 가지 점검 항목
17:34 주간 경제지표 & 일정
18:33 이스라엘 총선 정당별 지지율
19:44 미국 하이퍼스케일러 잉여현금흐름(FCF) 추이
21:11 클로징

[▼리포트 보기▼]
월스트리트파인더 Ep.211: AI, 늘어나는 사용량과 돌아오는 청구서
https://securities.miraeasset.com/bbs/download/2148017.pdf?attachmentId=2148017

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