{"id":32765,"date":"2025-11-18T01:59:07","date_gmt":"2025-11-18T01:59:07","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/ai%ec%97%90-%eb%8c%80%ed%95%9c-%ec%9a%b0%eb%a0%a4%ec%99%80-%ec%97%b0%ec%a4%80%ec%97%90-%eb%8c%80%ed%95%9c-%eb%b6%88%ed%99%95%ec%8b%a4%ec%84%b1%ec%9d%b4-%eb%8b%a4%ec%9a%b0%ec%a1%b4%ec%8a%a4%eb%a5%bc-47\/"},"modified":"2025-11-18T01:59:07","modified_gmt":"2025-11-18T01:59:07","slug":"ai%ec%97%90-%eb%8c%80%ed%95%9c-%ec%9a%b0%eb%a0%a4%ec%99%80-%ec%97%b0%ec%a4%80%ec%97%90-%eb%8c%80%ed%95%9c-%eb%b6%88%ed%99%95%ec%8b%a4%ec%84%b1%ec%9d%b4-%eb%8b%a4%ec%9a%b0%ec%a1%b4%ec%8a%a4%eb%a5%bc-47","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/ai%ec%97%90-%eb%8c%80%ed%95%9c-%ec%9a%b0%eb%a0%a4%ec%99%80-%ec%97%b0%ec%a4%80%ec%97%90-%eb%8c%80%ed%95%9c-%eb%b6%88%ed%99%95%ec%8b%a4%ec%84%b1%ec%9d%b4-%eb%8b%a4%ec%9a%b0%ec%a1%b4%ec%8a%a4%eb%a5%bc-47\/","title":{"rendered":"AI\uc5d0 \ub300\ud55c \uc6b0\ub824\uc640 \uc5f0\uc900\uc5d0 \ub300\ud55c \ubd88\ud655\uc2e4\uc131\uc774 \ub2e4\uc6b0\uc874\uc2a4\ub97c 47,000 \uc774\ud558\ub85c \ub5a8\uc5b4\ub728\ub838\ub2e4."},"content":{"rendered":"\ub2e4\uc6b0\uc874\uc2a4 \uc0b0\uc5c5\ud3c9\uade0\uc9c0\uc218\uac00 \uc6d4\uc694\uc77c\uc5d0 750\ud3ec\uc778\ud2b8 \ud558\ub77d\ud558\uc5ec 47,000 \uc774\ud558\ub85c \ub5a8\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc9c0\ub09c \uc8fc\uc758 \uc9c0\uc18d\uc801\uc778 \uc6b0\ub824\uc640 \ud574\uacb0\ub418\uc9c0 \uc54a\uc740 \ubb38\uc81c\ub4e4 \ub54c\ubb38\uc785\ub2c8\ub2e4. AI \uc0b0\uc5c5\uc740 \uc0c8\ub85c\uc6b4 \ub3c4\uc804\uc5d0 \uc9c1\uba74\ud574 \uc788\uc73c\uba70, \uacf5\uc2dd \ub370\uc774\ud130 \uc7ac\uc2dc\uc791\uc774 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed)\uac00 12\uc6d4\uc5d0 \uc138 \ubc88\uc9f8 \uc5f0\uc18d \uae08\ub9ac \uc778\ud558\ub97c \uace0\ub824\ud558\uac8c \ub9cc\ub4e4 \uac83\uc774\ub77c\ub294 \ud76c\ub9dd\uc774 \uc788\uc2b5\ub2c8\ub2e4. \n\n\uc54c\ud30c\ubcb3\uc758 \uc8fc\uac00\ub294 \ubc84\ud06c\uc154 \ud574\uc11c\uc6e8\uc774\uac00 \uc774 \ud68c\uc0ac\uc5d0 43\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud55c \ud6c4 3% \uc774\uc0c1 \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8, \ubc84\ud06c\uc154\ub294 \uc560\ud50c\uc758 \ubcf4\uc720\ub7c9\uc744 \uc904\uc774\uace0 \uc788\uc9c0\ub9cc \uc5ec\uc804\ud788 607\uc5b5 \ub2ec\ub7ec \uac00\uce58\uc758 \uc8fc\uc2dd\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \n\n

AI \uc0b0\uc5c5 \uc6b0\ub824<\/h3>\nAI \uc0b0\uc5c5\uc740 \uc555\ubc15\uc744 \ubc1b\uace0 \uc788\uc73c\uba70, \uc5d4\ube44\ub514\uc544\uc758 \uc8fc\uac00\ub294 \uc6d4\uc694\uc77c\uc5d0 1.8% \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\ub294 \uc218\uc694\uc77c\uc5d0 \ucd5c\uc2e0 \ubd84\uae30 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud560 \uc608\uc815\uc774\uba70, AI \uacc4\uc0b0 \ub2a5\ub825\uc5d0 \ub300\ud55c \uc218\uc694 \ud655\ub300\uc640 \uc218\uc775 \uac04\uc758 \ubd88\ud655\uc2e4\uc131\uc740 \uc5ec\uc804\ud788 \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4. \n\n\ubbf8\uad6d \uc815\ubd80\uac00 \ud1b5\uacfc\uc2dc\ud0a8 \ub2e8\uae30 \uc790\uae08 \ud574\uacb0\ucc45\uc740 \uc5f0\ubc29 \uc6b4\uc601\uc744 \uc7ac\uac1c\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud558\uba70, \uc2dc\uc7a5 \ucc38\uac00\uc790\ub4e4\uc740 \ub2e4\uac00\uc624\ub294 \ub178\ub3d9 \ubc0f \uc778\ud50c\ub808\uc774\uc158 \ub370\uc774\ud130\uc5d0 \uc8fc\ubaa9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 9\uc6d4\uc758 \uace0\uc6a9 \ubcf4\uace0\uc11c\uac00 \uae08\ub9ac \uc778\ud558\uc5d0 \ucda9\ubd84\ud560\uc9c0\ub294 \ubd88\ud655\uc2e4\ud569\ub2c8\ub2e4. \n\n\uc5d4\ube44\ub514\uc544\ub294 GPU \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uba70, AI\uc640 \uc288\ud37c \ucef4\ud4e8\ud305\uacfc \uac19\uc740 \uc0b0\uc5c5\uc5d0 \ud798\uc744 \uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4. H100 \uce69\uc740 \uc774\uc804 \ubaa8\ub378\ubcf4\ub2e4 \uc5ec\uc12f \ubc30\uc758 \uc131\ub2a5\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc774 \ud68c\uc0ac\uc758 \uc2dc\uac00 \ucd1d\uc561\uc740 2024\ub144 6\uc6d4\uc5d0 3\uc870 \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud588\uc73c\uba70, \uc774\ub294 \uae30\uc220 \ud601\uc2e0\uc5d0 \ub300\ud55c \uae30\ub300\uac10 \ub355\ubd84\uc785\ub2c8\ub2e4. \n\n\ub2e4\uc6b0\uac00 47,000 \uc774\ud558\ub85c \ub5a8\uc5b4\uc9c0\uba74\uc11c \uc2dc\uc7a5\uc5d0 \uc6b0\ub824\uac00 \ucee4\uc84c\uace0, \uc774\ub294 VIX \ubcc0\ub3d9\uc131 \uc9c0\uc218\uac00 22\ub97c \ub118\uc5b4 \uae09\ub4f1\ud558\ub294 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc815\ubd80 \ud3d0\uc1c4\uac00 \uc2dc\uc791\ub41c 2025\ub144 9\uc6d4 \uc774\ud6c4 \ucd5c\uace0 \uc218\uc900\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubd88\ud655\uc2e4\uc131\uc740 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4\uc758 \ub2e4\uc74c \uc870\uce58\uc640 \ubc00\uc811\ud558\uac8c \uc5f0\uacb0\ub418\uc5b4 \uc788\uc73c\uba70, \uac70\ub798\uc790\ub4e4\uc740 SPY \ub610\ub294 DIA\uc640 \uac19\uc740 \uad11\ubc94\uc704\ud55c \uc2dc\uc7a5 ETF\uc5d0 \ub300\ud55c \ubcf4\ud638\uc801 \ud48b \uc635\uc158 \uad6c\ub9e4\ub97c \uace0\ub824\ud574\uc57c \ud55c\ub2e4\uace0 \uc81c\uc548\ud569\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uae08\ub9ac\uac00 \uc778\ud558\ub420 \uc218 \uc788\ub3c4\ub85d \ub4b7\ubc1b\uce68\ud560 \uacbd\uc81c \ub370\uc774\ud130\ub97c \uc808\uc2e4\ud788 \uae30\ub2e4\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \n\n

\uc5d4\ube44\ub514\uc544 \uc2e4\uc801 \ubc0f \uc2dc\uc7a5 \uc601\ud5a5<\/h3>\n\uc218\uc694\uc77c\uc5d0 \uc788\uc744 \uc5d4\ube44\ub514\uc544\uc758 \uc2e4\uc801 \ubc1c\ud45c\ub294 \uc8fc\uc694 \uc774\ubca4\ud2b8\uc774\uba70, \uc774\ubc88 \uc8fc \uc635\uc158 \uac00\uaca9\uc5d0\uc11c \uc8fc\uac00\uac00 10% \uc6c0\uc9c1\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ubbf8 AI \uc218\uc775\ud654\uc5d0 \ub300\ud55c \uc6b0\ub824\ub85c \uc8fc\uac00\uac00 \uc555\ubc15\uc744 \ubc1b\uace0 \uc788\ub294 \uc0c1\ud669\uc5d0\uc11c, \uac70\ub798\uc790\ub4e4\uc740 \uc2a4\ud2b8\ub798\ub4e4 \ub610\ub294 \uc2a4\ud2b8\ub7ad\uae00\uacfc \uac19\uc740 \uc804\ub7b5\uc744 \uc0ac\uc6a9\ud558\uc5ec \ud070 \ubcc0\ub3d9\uc5d0 \ub300\ube44\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc804\ub7b5\uc740 \uc5b4\ub290 \ucabd\uc73c\ub85c\ub4e0 \ud070 \uc6c0\uc9c1\uc784\uc5d0\uc11c \uc218\uc775\uc744 \uc5bb\uc744 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \n\n\uc5d4\ube44\ub514\uc544\uc5d0 \ub300\ud55c \uc774\ub7ec\ud55c \ubd88\uc548\uac10\uc740 2025\ub144 8\uc6d4 2\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c \uc774\ud6c4\uc758 \uc2dc\uc7a5 \ubc18\uc751\uc744 \ub5a0\uc62c\ub9ac\uac8c \ud569\ub2c8\ub2e4. \uc5ec\uae30\uc11c forward guidance(\ubbf8\ub798 \uc608\uc0c1 \uc9c0\ud45c)\uc5d0\uc11c\uc758 \uc57d\uac04\uc758 \ubbf8\ub2ec\uc774 \ud55c \ub0a0\uc5d0 \uae09\uaca9\ud55c \ud558\ub77d\uc744 \ucd08\ub798\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc0ac\uac74\uc740 AI \uc218\uc775 \uc131\uc7a5 \uc2a4\ud1a0\ub9ac\uac00 \ub454\ud654\ub420 \uc218 \uc788\ub2e4\ub294 \uc2e0\ud638\uc5d0 \uc8fc\uac00\uac00 \uc5bc\ub9c8\ub098 \ubbfc\uac10\ud55c\uc9c0\ub97c \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4. \uac70\ub798\uc790\ub4e4\uc740 \ucd5c\uadfc \uc5ed\uc0ac\ub97c \uc774\ubc88 \uc8fc \uc2e4\uc801 \ubc1c\ud45c\uc758 \uae30\uc900\uc73c\ub85c \ud65c\uc6a9\ud558\uace0 \uc788\ub2e4\uace0 \ubbff\uc2b5\ub2c8\ub2e4. \n\n\ubc84\ud06c\uc154 \ud574\uc11c\uc6e8\uc774\uac00 \uc560\ud50c\uc744 \ub9e4\ub3c4\ud558\uace0 \uad6c\uae00\uc744 \ub9e4\uc218\ud558\ub294 \uc6c0\uc9c1\uc784\uc740 \uac70\ub300 \uae30\uc220 \uc8fc\uc2dd\uc5d0\uc11c\uc758 \uc7a0\uc7ac\uc801\uc778 \ubcc0\ud654\ub97c \uc554\uc2dc\ud569\ub2c8\ub2e4. \uc6b0\ub9ac\ub294 \uac70\ub798\uc790\ub4e4\uc774 \uc774\uc640 \uad00\ub828\ud558\uc5ec GOOG \ucf5c \uc635\uc158\uc744 \uad6c\ub9e4\ud558\uba74\uc11c \ub3d9\uc2dc\uc5d0 AAPL \ud48b \uc635\uc158\uc744 \uad6c\ub9e4\ud558\ub294 \uc30d \uac70\ub798\ub97c \uad6c\uc131\ud558\ub294 \uac83\uc744 \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc804\ub7b5\uc740 \uad6c\uae00\uc774 \uc560\ud50c\ubcf4\ub2e4 \uacc4\uc18d\ud574\uc11c \uc6b0\uc218\ud55c \uc131\uacfc\ub97c \ub0bc \uac83\uc5d0 \ubca0\ud305\ud558\uba70, \uc9c0\ub09c \ubd84\uae30 \ub3d9\uc548 GOOG\uac00 AAPL\ubcf4\ub2e4 \uac70\uc758 8% \ub354 \uc0c1\uc2b9\ud55c \ud2b8\ub80c\ub4dc\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4. \n\n\uacb0\uad6d \uc2dc\uc7a5\uc758 \ubc29\ud5a5\uc740 12\uc6d4 10\uc77c \uae08\ub9ac \uc778\ud558\uc758 \uac00\ub2a5\uc131\uc5d0 \ub2ec\ub824 \uc788\uc73c\uba70, CME FedWatch \ub3c4\uad6c\uc5d0 \ub530\ub974\uba74 \uc774\uc81c \uac70\ub798\uc790\ub4e4\uc740 \uae08\ub9ac \uc778\ud558 \ud655\ub960\uc744 45%\ub85c \ucc45\uc815\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uba87 \uc8fc \uc804 \uac70\uc758 70%\uc5d0\uc11c \uac10\uc18c\ud55c \uc218\uce58\uc785\ub2c8\ub2e4. \uc9c0\uc5f0\ub41c 9\uc6d4 \ube44\ub18d\uc5c5 \uace0\uc6a9 \ubcf4\uace0\uc11c\uc758 \ubc1c\ud45c\ub294 \uc774\ub7ec\ud55c \ud655\ub960\uc744 \uae09\uaca9\ud788 \ubcc0\ud654\uc2dc\ud0ac \uc218 \uc788\ub294 \uc8fc\uc694 \ucd09\ub9e4\uc81c\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4. \uc608\uc0c1\ubcf4\ub2e4 \ub0ae\uc740 \uc218\uce58\ub294 \uc2dc\uc7a5\uc744 \ubc00\uc5b4 \uc62c\ub9ac\uace0 \uae08\ub9ac \uc778\ud558\uc5d0 \ub300\ud55c \ubca0\ud305\uc744 \uac15\ud654\ud560 \uac00\ub2a5\uc131\uc774 \uc788\uc73c\uba70, \ubc18\ub300\ub85c \uc88b\uc740 \uc22b\uc790\ub294 \ub610 \ub2e4\ub978 \ud070 \ub9e4\ub3c4 \uc0ac\ud0dc\ub97c \ucd09\ubc1c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\r\n

VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c \uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\r\n","protected":false},"excerpt":{"rendered":"

\ub2e4\uc6b0\uc874\uc2a4\uac00 47,000 \uc544\ub798\ub85c \ub5a8\uc5b4\uc9c0\uba70 \uc2dc\uc7a5\uc758 \ubd88\uc548\uc774 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. Nvidia\uc758 \uc2e4\uc801 \ubc1c\ud45c\uac00 \ub2e4\uac00\uc624\uba74\uc11c AI \uc0b0\uc5c5\uacfc \uae08\ub9ac \uc778\ud558 \uc804\ub9dd\uc774 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. – vtmarkets.com<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-32765","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/32765","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=32765"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/32765\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=32765"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=32765"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=32765"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}