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“기대가 너무 컸나”…엔비디아 실적 선방했지만 반도체 주가는 시들
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<span class="naver-splugin-c send_caption"><span class="u_hc">SNS 보내기</span></span> </a> </div> <div class="media_end_head_print"> <a href="#" class="media_end_print_link _PRINT_BUTTON" data-print-url="/article/print/009/0005400906" data-clk="print"><span class="blind">인쇄하기</span></a> </div> </div> </div> </div> </div> <div id="contents" class="newsct_body"> <div id="newsct_article" class="newsct_article _article_body"> <article id="dic_area" class="go_trans _article_content"> <div style="display:box;border-left:solid 4px rgb(228, 228, 228);padding-left: 20px; padding-right: 20px;">엔비디아 3분기 매출 94% 증가<br>지속성장세 의문에 시간외 2.5% 뚝<br>SK하이닉스 하루만에 1% 떨어져</div><br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a1"> <img id="img1" data-src="https://imgnews.pstatic.net/image/009/2024/11/21/0005400906_001_20241121225608752.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="" style="display: none;" /> </div> </div></span>반도체 업종 주가 가늠자로 통해온 엔비디아가 시장 기대치를 웃도는 역대 최대 매출을 냈음에도 시간 외 거래에서 주가가 하락하자 SK하이닉스 등 관련주가 약세를 이었다.<br><br>20일(현지시간) 엔비디아가 뉴욕증시 장 마감 후 발표한 2025회계연도 3분기(올해 8~19월)을 보면 매출은 351억8000만 달러(약 49조원)로 시장 기대치인 331억6000만 달러를 넘었다. 주당순이익(EPS)도 예상치인 0.75달러를 상회한 0.81달러를 기록했다.<br><br>이번 분기 매출은 전년대비 94% 증가한 것으로 1년 사이에 2배 가까이 늘어났다. 다만 1분기 262%, 2분기 122% 성장한 것을 감안하면 성장세가 둔화되는 모습이다.<br><br>엔비디아는 4분기 매출은 375억 달러에서 2% 내외로 변동할 것이라고 밝혔다. 전년동기 대비 70% 성장한 것이다.<br><br>엔비디아 분기 순이익은 193억 달러(약 27조원)로 전년동기 92억4000만달러에서 크게 증가했다. 매출 총이익률은 73.5%로 시장 예상보다 소폭 높았다.<br><br>호실적에도 불구하고 엔비디아 주가는 시간외 거래에서 2.53% 하락한 145.89달러를 기록했다. 투자자들이 차익실현을 하는 모습이다.<br><br>아시아 증시에서도 엔비디아 실적이 발표된 후 관련주 주가가 약세로 돌아섰다.<br><br>21일 한국거래소에 따르면 이날 유가증권시장에서는 SK하이닉스 주가가 1.06% 하락해 삼성전자가 1.99% 오른 것과 대비됐다.<br><br>외국인 투자자들이 이달 13일부터 7거래일 동안 SK하이닉스 순매도에 나선 결과다. 올해 3월 중순 외국인이 해당 종목을 8거래일 연속 순매도한 이후 최장 기간 매도세다. 한미반도체 주가도 1.22% 떨어졌다.<br><br>같은 날 대만 증시에서도 TSMC 주가가 1.46% 떨어졌다. 일본 증시에서는 르네사스 일렉트로닉스 주가가 0.67% 떨어졌다.<br><br>SK하이닉스와 TSMC는 엔비디아에 AI용 고대역폭 메모리 반도체(HBM)를 공급하는 핵심 기업이며, 르네사스는 엔비디아의 AI용 반도체 전력 관련 부품을 납품하는 대표적인 기업이다.<br><br>젠슨 황 엔비디아 CEO는 분기 실적 발표후 어닝 콜에서 “이번 분기 ‘매우 강력한’ 수요와 함께 블랙웰 제품이 출하될 것”이라면서 “코어위브, 오라클, 마이크로소프트, 구글이 블랙웰을 사용한 데이터 센터를 구축했거나 구축하고 있다”고 밝혔다.<br><br>그는 블랙웰이 이제 본격적인 생산에 들어갔으며, 이전 제품인 호퍼에 대한 수요도 여전하다고 강조했다. 다만 공급제약이 발생하는 것이 어떤 부품인지, 개선되고있는지에 대한 애널리스트의 질문에 대해서 황 CEO는 TSMC, 암페놀, 버티브, SK하이닉스, 마이크론 스필, 앰코, KYEC 등 주요 공급업체들을 언급했지만 구체적인 병목현상이 어디에서 나오는지는 언급하지 않았다. 또한, 블랙웰 생산이 ‘좋은 상태’라고 답했다.<br><br>앞서 11일에는 미국 에지워터리서치가 “블랙웰에 반도체 전력 관리 부품을 납품하는 미국 모놀리식파워시스템스 제품이 성능 미달 탓에 엔비디아가 교체에 나서고 있다”면서 이로 인해 블랙웰이 생산 지연을 겪을 수 있다고 지적하기도 했다.<br><br>실적 발표 후 엔비디아에 대한 긍정적인 전망은 유지되고 있다. 알인 응우옌 포레스터 리서치 애널리스트는 블룸버그에 “가이던스는 낮은 성장세를 보이고 있지만, 이는 엔비디아가 보수적으로 잡은 것일 수 있다”면서 “단기적으로는 AI 수요에 대해 걱정할 필요가 없다”고 밝혔다.<br><br>이달 들어 글로벌 주요 투자사들 최소 15곳 이상이 엔비디아 목표가를 올려잡았다. 이 중 가장 높은 목표가를 제시한 HSBC 는 기존 목표가 145달러를 200달러로 상향했다. 높은 투자 기대 탓에 단기적으로 주가 변동성이 커질 수 있지만 경쟁사인 AMD 등의 여력을 감안할 때 엔비디아의 AI 반도체 시장 지배력이 당분간 흔들리지 않을 것이라는 이유에서다.<br><br>국내에서도 엔비디아 단기 주가 변동성보다는 생산 확장세를 감안해 관련주를 꾸준히 눈여겨봐야 한다는 의견이 나온다.<br><br>21일 하나증권 리서치센터 글로벌투자분석실팀은 “엔비디아가 예상을 웃도는 분기 실적을 거둔 것은 HBM 관련 공급사슬 투자심리 개선으로 이어질 수 있으며 SK하이닉스와 반도체 검사장비 업체인 피에스케이홀딩스를 주목할 만 하다”고 밝혔다.<br><br><!-- r_start //--><!-- r_end //--> </article> </div> <div class="byline"> <p class="byline_p"> <span class="byline_s">이덕주 특파원(mrdjlee@mk.co.kr), 김인오 기자(mery@mk.co.kr), 김제림 기자(jaelim@mk.co.kr)</span> </p> </div> <div class="newsct_journalist"> <div class="newsct_journalist_inner"> <h4 class="blind">기자 프로필</h4> <div class="media_journalistcard _JOURNALIST_CARD _MORE_WRAP"> <div id="JOURNALIST_CARD_LIST" class="media_journalistcard_inner"> <div class="media_journalistcard_item _SUBSCRIBE_ELE" data-subscribe-type="JOURNALIST" data-current-subscribe="true"> <div class="media_journalistcard_item_inner"> <div class="media_journalistcard_intro"> <div class="media_journalistcard_summary"> <span class="media_journalistcard_summary_press _LAZY_LOADING_WRAP" data-show-type="block"> <img 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ETF(상장지수펀드) 시장에서도 해외주식형 ETF가 국내주식형 ETF 순자산을 뛰어넘는 등 해외주</div> </a> </li> <li class="ofhe_item _LAZY_LOADING_WRAP" data-loading-error-allowed="true"> <a href="/article/469/0000834770" class="ofhe_link _NLOG_IMPRESSION" data-clk="arw.art" data-extra="{"airs":{"session_id":"M0exWIWi0q3zWvMo"}}" data-imp-gdid="88156f75_000000000000000000834770" data-imp-url="https://n.news.naver.com/article/469/0000834770" data-imp-index="14"> <div class="ofhe_thumb _LAZY_LOADING_ERROR_HIDE"> <div class="ofhe_image"> <img data-src="https://imgnews.pstatic.net/image/origin/469/2024/11/22/834770.jpg?type=nf336_206" data-scroll="true" alt="" class="_LAZY_LOADING"> </div> </div> <div class="ofhe_headline">푸틴 "우크라에 쏜 건 신형 중거리미사일, 요격 불가능하다"... 미·유럽 또 위협</div> <div class="ofhe_lede _LAZY_LOADING_ERROR_SHOW" style="display:none;">블라디미르 푸틴 러시아 대통령이 21일(현지시간) 우크라이나에 발사한 것은 신형 극초음속 중거리탄도미사일(IRBM)이었다고 밝혔다. 당초 알려진 대륙간탄도미사일(ICBM)은 아니었다고 직접 정정한 것이다. 하지만 달</div> </a> </li> <li class="ofhe_item _LAZY_LOADING_WRAP" data-loading-error-allowed="true"> <a href="/article/009/0005402046" class="ofhe_link _NLOG_IMPRESSION" data-clk="arw.art" data-extra="{"airs":{"session_id":"M0exWIWi0q3zWvMo"}}" data-imp-gdid="880000BC_000000000000000005402046" data-imp-url="https://n.news.naver.com/article/009/0005402046" data-imp-index="15"> <div class="ofhe_thumb _LAZY_LOADING_ERROR_HIDE"> <div class="ofhe_image"> <img data-src="https://imgnews.pstatic.net/image/origin/009/2024/11/24/5402046.jpg?type=nf336_206" data-scroll="true" alt="" class="_LAZY_LOADING"> </div> </div> <div class="ofhe_headline">“SK가 삼성전자 뛰어넘는다”…날개 단 반도체 사업, 이젠 이런 전망까지</div> <div class="ofhe_lede _LAZY_LOADING_ERROR_SHOW" style="display:none;">내년 반도체사 실적 전망 “SK하이닉스 영업익 45조” 삼성전자는 27조~49조 예측 SK하이닉스가 내년 고마진 반도체칩 매출 증가로 삼성전자를 영업이익 측면에서 앞지를 수도 있다는 전망까지 나오고 있다. 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만에 읽는 문화연예</div> </div> </div> <div class="rl_img _LAZY_LOADING_ERROR_HIDE"> <div class="rl_border"> <img data-src="https://scs-phinf.pstatic.net/MjAyNDExMThfMTk3/MDAxNzMxOTE4NzI0NDE3.ByOQy__5d42RrhmbcJB7MHWbcxFgO33XuyqO88m1IpUg.xIVgdH3g1IkuWQwnVmYLJGjrh0Cajwdmf2SJGoxqo80g.JPEG/page1111.jpg?type=nf190_130" alt="" data-scroll="true" class="_LAZY_LOADING" width="95" height="65"> </div> </div> </a> </li> </ul> </div> </div> </div> <div class="pg ra_paginate"> <div class="pg_num_area pg_num_area_v2"> <button type="button" class="pg_btn_prev _FLICKING_PREV" data-clk="arp.bprv"><span class="blind">이전 콘텐츠들 보기</span></button> <div class="_FLICKING_INDICATOR" data-count="3"></div> <div class="pg_line"></div> <div class="pg_num pg_num">3</div> <button type="button" class="pg_btn_next _FLICKING_NEXT" data-clk="arp.bnxt"><span class="blind">다음 콘텐츠들 보기</span></button> </div> </div> <script type="x-tmpl-mustache" class="_FLICKING_INDICATOR_TEMPLATE _PC"> {{#selected}} <div class="pg_num 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