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“기대가 너무 컸나”…엔비디아 실적 선방했지만 반도체 주가는 시들

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class="media_end_head_channel_layer_link _MOVE_TO_NEWS">언론사별 바로가기</a> <button type="button" class="media_end_head_channel_layer_close _CLOSE" data-target="_PICK_LAYER_009_0005400906">닫기</button> </p> </div> </div> <div class="media_end_head_title"> <h2 id="title_area" class="media_end_head_headline"><span>“기대가 너무 컸나”…엔비디아 실적 선방했지만 반도체 주가는 시들</span></h2> </div> <div class="media_end_head_info nv_notrans "> <div class="media_end_head_info_datestamp"> <div class="media_end_head_info_datestamp_bunch"> <em class="media_end_head_info_datestamp_term">입력</em><span class="media_end_head_info_datestamp_time _ARTICLE_DATE_TIME" data-date-time="2024-11-21 22:56:08" data-date-time-age-in-minutes="4709">2024.11.21. 오후 10:56</span> </div> <a href="https://www.mk.co.kr/article/11174895" target="_blank" class="media_end_head_origin_link" data-clk="are.ori" data-gdid="009" data-extra="{&quot;news&quot;:{&quot;oid&quot;:&quot;009&quot;,&quot;aid&quot;:&quot;15667616738b162a&quot;}}">기사원문</a> </div> <div class="media_end_head_journalist"> <button id="_JOURNALIST_BUTTON" type="button" class="media_end_head_journalist_box _TOGGLE" data-target="_JOURNALIST_LAYER" data-clk="umbtn"> <em class="media_end_head_journalist_name">이덕주 외 2명</em> </button> <div id="_JOURNALIST_LAYER" class="media_end_head_journalist_layer _JOURNALIST_CARD" style="display: none;"> <ul class="media_end_head_journalist_layer_list"> <li class="media_end_head_journalist_layer_item _SUBSCRIBE_ELE" data-subscribe-type="JOURNALIST" data-current-subscribe="true"> <div class="media_end_head_journalist_layer_div _LIKE_HIDE _LAZY_LOADING_WRAP"> <div class="media_end_head_journalist_layer_thumb"> <img data-src="https://mimgnews.pstatic.net/image/upload/spubs/RiG0000009/profile/2021/07/12/profile_142743362.png?type&#x3D;nf112_112" width="38" height="38" class="_LAZY_LOADING _LAZY_LOADING_ERROR_HIDE _LAZY_LOADING_INIT_HIDE" alt="이덕주 기자" style="display: none;"> </div> <div class="media_end_head_journalist_layer_text _reactionModule" data-sid="JOURNALIST" data-cid="22098" data-ccounttype="period"> <div class="media_end_head_journalist_layer_title"> <em class="media_end_head_journalist_layer_name">이덕주 기자</em> <div class="media_end_head_journalist_layer_btns _JOURNALIST_ID" data-journalistId="22098"> <button type="button" class="media_end_head_journalist_btn_subscribe _SUBSCRIBE" data-channelKey="JOURNALIST_22098" data-clk="umsubs">구독</button> <button type="button" class="media_end_head_journalist_btn_subscribe is_on _UNSUBSCRIBE" data-channelKey="JOURNALIST_22098" data-type="journalist" data-messageValue="이덕주" data-clk="umunsubs" style="display:none;">구독중</button> </div> </div> <dl class="media_end_head_journalist_layer_subscriber _button" data-type="cheer" data-ishiddenzerocount="true" data-isHiddenLabelAsZeroCount="true"> <div class="media_end_head_journalist_layer_definition_wrap _SUBSCRIBE_COUNT_TEXT_WRAP"> <dt>구독자</dt> <dd class="_SUBSCRIBE_COUNT_TEXT" data-maxcount="99999">0</dd> </div> <div 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data-mypeople-url="https://n.news.naver.com/article/009/0005400906?lfrom=mypeople" data-friend-display="on" data-friend-url="https://n.news.naver.com/article/009/0005400906?lfrom=friend"> <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&#x3D;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 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