[20250203] NAVER

 1. AI 사업 확장 기대감

- 네이버는 최근 자사의 초거대 AI 모델 '하이퍼클로바X'를 공개하며, AI 기술력을 강화하고 있습니다. 이 모델은 생성형 AI 분야에서 경쟁력을 갖추고 있으며, 상용화 단계에 들어섰다는 소식이 투자자들에게 긍정적으로 작용했습니다.

- 또한, 네이버랩스의 로봇 및 디지털 트윈 사업 확장과 글로벌 프로젝트(사우디아라비아 및 일본)도 성장 동력으로 주목받고 있습니다.

 2. 전자상거래 및 광고 매출 성장

 

- 네이버의 전자상거래 플랫폼(스마트스토어, 브랜드스토어 등)의 거래액이 꾸준히 증가하고 있으며, 3분기 기준 약 9조 원으로 전년 동기 대비 10% 이상 성장했습니다.
- 특히, 한국 광고 시장이 한 자리 수 성장률을 기록하는 가운데, 네이버는 두 자리 수 성장률을 유지하며 광고 수익성에서도 강점을 보이고 있습니다.

 3. 외국인 매수세 증가
- 외국인의 네이버 보유 지분율이 최근 한 달간 42.8%에서 46.38%로 증가하며 투자자들의 신뢰를 얻고 있습니다. 이는 글로벌 투자자들이 네이버의 실적과 성장성을 높게 평가한 결과로 분석됩니다.

 4. 디지털 콘텐츠와 무형자산주 강세
- 최근 무형자산주(IT, 디지털 콘텐츠 등)가 증시에서 주목받고 있으며, 네이버는 이 섹터의 대표 종목으로 평가받고 있습니다. 특히, 네이버 웹툰과 같은 디지털 콘텐츠 사업은 글로벌 시장에서 강력한 입지를 구축하고 있습니다.

 5. 시장 트렌드와 테마 수혜
- AI와 디지털 전환(DX) 테마가 지속적으로 부각되면서, 네이버가 관련주로 주목받아 상승세를 탔습니다.

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 결론
네이버는 AI 기술력 강화, 전자상거래 및 광고 매출 성장, 외국인 매수세 증가 등의 요인으로 인해 금일 주가 상승을 기록했습니다. 특히, 하이퍼클로바X와 같은 초거대 AI 모델의 상용화 기대감이 주요 상승 동력으로 작용했습니다.

Citations:
[1] https://www.youtube.com/watch?v=-Rp1ZDOCjNs
[2] https://www.newsis.com/view/NISX20250203_0003050337
[3] https://contents.premium.naver.com/ystreet/irnote/contents/250203082346893oy
[4] https://contents.premium.naver.com/finfarmer00/finfarmer/contents/250122194918034fk
[5] https://www.newspim.com/news/view/20250203000780
[6] https://www.youtube.com/watch?v=djh5_H9a93c
[7] https://contents.premium.naver.com/finfarmer00/finfarmer/contents/250202001331794oy
[8] https://contents.premium.naver.com/stockforce/stforce/contents/250203162349712am
[9] https://www.youtube.com/watch?v=3XFTXEj4XV8
[10] https://contents.premium.naver.com/pqpqyou/stockinsight/contents/250203031518141wf
[11] https://www.youtube.com/watch?v=JIksGqkIwws
[12] https://www.newsis.com/view/NISX20250203_0003051240
[13] https://contents.premium.naver.com/ahimda/ahimda12/contents/250203130328326bw
[14] https://brunch.co.kr/@bexy00/154
[15] https://kr.investing.com/equities/pre-market
[16] https://news.nate.com/view/20250203n24949
[17] https://blog.naver.com/fullmoon2050/223714004268
[18] https://contents.premium.naver.com/moneykhan/moneykhan1/contents/250102155224937fx
[19] http://www.1conomynews.co.kr/news/articleView.html?idxno=34119
[20] https://contents.premium.naver.com/basetv/basetv1833/contents/250125150741574mu?from=news_arp_in_cp