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위즈덤투스는 'AI 슈퍼 사이클'에 무게를 싣는다. 현재 관심은 물론, 실제 주식 포트폴리오 역시 AI 섹터에 집중하고 있다. AI 사이클이 GPU와 HBM을 넘어 전력, 냉각, 데이터센터를 거쳐 결국 '피지컬 AI(물리적 인공지능)'인 휴머노이드 로봇과 자율주행으로까지 계속해서 순환하며 뻗어나갈 것으로 전망해서다. AI·반도체 랠리가 조정을 받을 때마다 시장 안팎에서 나오는 버블론에도 단호하게 반박하고 있다. 지금의 상승장은 기대감이 아닌 '실적'에 기반하고 있다는 것이다. "4~5월에 예상보다 많이 올랐던 기업들은 현재도 돈을 아주 잘 벌고 있고, 기관의 예상 이익(가이던스) 발표 때마다 실적 전망치가 상향되고 있다. 포워드 PER(선행 주가수익비율)을 끌어오면 여전히 싼 기업들이 많이 올랐던 '근거 있는 상승'이다." 위즈덤투스는 버블이 형성되지 않는 가장 큰 이유로 대만의 파운드리 기업 TSMC를 꼽았다. 국가 경제를 책임지는 TSMC는 섣부른 과잉 투자나 증설을 남발하지 않는 원칙이 있다. 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