{"id":34968,"date":"2025-12-29T20:33:23","date_gmt":"2025-12-29T20:33:23","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/ai-%ec%a3%bc%ec%8b%9d%ec%9d%98-%ec%95%95%eb%b0%95-%ec%86%8d%ec%97%90%ec%84%9c-%eb%8b%a4%ec%9a%b0%ec%a1%b4%ec%8a%a4-%ec%82%b0%ec%97%85%ed%8f%89%ea%b7%a0%ec%a7%80%ec%88%98%ea%b0%80-%ea%b8%b0%eb%a1%9d\/"},"modified":"2025-12-29T20:33:23","modified_gmt":"2025-12-29T20:33:23","slug":"ai-%ec%a3%bc%ec%8b%9d%ec%9d%98-%ec%95%95%eb%b0%95-%ec%86%8d%ec%97%90%ec%84%9c-%eb%8b%a4%ec%9a%b0%ec%a1%b4%ec%8a%a4-%ec%82%b0%ec%97%85%ed%8f%89%ea%b7%a0%ec%a7%80%ec%88%98%ea%b0%80-%ea%b8%b0%eb%a1%9d","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/ai-%ec%a3%bc%ec%8b%9d%ec%9d%98-%ec%95%95%eb%b0%95-%ec%86%8d%ec%97%90%ec%84%9c-%eb%8b%a4%ec%9a%b0%ec%a1%b4%ec%8a%a4-%ec%82%b0%ec%97%85%ed%8f%89%ea%b7%a0%ec%a7%80%ec%88%98%ea%b0%80-%ea%b8%b0%eb%a1%9d\/","title":{"rendered":"AI \uc8fc\uc2dd\uc758 \uc555\ubc15 \uc18d\uc5d0\uc11c \ub2e4\uc6b0\uc874\uc2a4 \uc0b0\uc5c5\ud3c9\uade0\uc9c0\uc218\uac00 \uae30\ub85d\uc801\uc778 \uc218\uc900\uc5d0\uc11c \ud754\ub4e4\ub9ac\ub2e4"},"content":{"rendered":"\ubbf8\uad6d \uc8fc\uc2dd\uc740 2025\ub144 \ub9c8\uc9c0\ub9c9 \uac70\ub798 \uc8fc\ub97c \uae30\ub85d\uc801\uc778 \uace0\uc810 \uadfc\ucc98\uc5d0\uc11c \uc2dc\uc791\ud588\uc9c0\ub9cc \ub0ae\uc740 \uac70\ub798\ub7c9 \uc18d\uc5d0 \ub3c4\uc804\uc5d0 \uc9c1\uba74\ud588\uc2b5\ub2c8\ub2e4. \uc774\ubc88 \uc8fc\ub294 \ud734\uc77c\ub85c \uc778\ud574 \uc9e7\uc544\uc9c0\uace0, \ud654\uc694\uc77c\uc5d0\ub294 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed)\uc758 \ud68c\uc758\ub85d \ubc1c\ud45c\uac00 \uc911\uc694\ud55c \uc774\ubca4\ud2b8\ub85c \uc608\uc815\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uc9c0\uc218\uc778 S&#038;P 500\uc740 AI \uae30\uc220 \uc0c1\uc2b9\uc138\uac00 \uc57d\ud574\uc9c0\uace0 \uc8fc\ud0dd \uac74\uc790\uc7ac \ubd80\ubb38\uc774 \ud558\ub77d\ud558\uba74\uc11c \ubcc0\ub3d9\uc774 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4. \ub2e4\uc6b0 \uc874\uc2a4 \uc9c0\uc218\ub294 Nvidia \uc8fc\uc2dd\uc774 1.7% \ud558\ub77d\ud568\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc18c\ud3ed \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4.\n\n\uc5f0\ub9d0 \uc800\uc870\ud55c \uac70\ub798\ub7c9\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ub2e4\uc6b0 \uc874\uc2a4\ub294 8\uac1c\uc6d4 \ub3d9\uc548 \uac15\uc138 \ub610\ub294 \uc548\uc815\uc138\ub97c \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub2e4\uc6b0\ub294 \uc62c\ud574 14% \uc774\uc0c1 \uc0c1\uc2b9\ud588\uc73c\uba70, S&#038;P 500\uc740 1\uc6d4 \uc774\ud6c4 17.5%\uc5d0 \ub2e4\uac00\uac00\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5f0\uc900\uc758 \ud68c\uc758\ub85d \ubc1c\ud45c\ub294 \uc7a0\uc7ac\uc801\uc778 \uc815\ucc45 \ubcc0\ud654\uc5d0 \ub300\ud55c \ud1b5\ucc30\ub825\uc744 \uc704\ud574 \uc8fc\uc758 \uae4a\uac8c \uc9c0\ucf1c\ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud604\uc7ac \uc804\ub9dd\uc740 \ud5a5\ud6c4 2\ub144 \ub3d9\uc548 \ub450 \ucc28\ub840 0.25% \uae08\ub9ac \uc778\ud558\uac00 \uc774\ub8e8\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uace0 \uc788\uc73c\uba70, 2026\ub144 9\uc6d4\uae4c\uc9c0 \ub354 \ub9ce\uc740 \uc778\ud558 \uac00\ub2a5\uc131\ub3c4 \uc81c\uae30\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. FOMC \ud68c\uc758\ub85d\uc740 \uc815\ucc45 \uacb0\uc815 \ud6c4 3\uc8fc \ub4a4\uc5d0 \ubc1c\ud45c\ub418\uba70, \uc2dc\uc7a5 \uc804\ub9dd\uc5d0 \uc911\uc694\ud55c \ub2e8\uc11c\ub97c \uc81c\uacf5\ud558\uba70, \ud1a4\uc5d0 \ub530\ub77c \ub2ec\ub7ec(USD)\uc758 \ubc18\uc751\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.\n\n\uc9c0\uc218\uac00 \uae30\ub85d\uc801\uc778 \uace0\uc810 \uadfc\ucc98\uc5d0 \uc788\uc9c0\ub9cc \uac70\ub798\ub7c9\uc774 \uadf9\ud788 \ub0ae\uae30 \ub54c\ubb38\uc5d0, \ud5a5\ud6c4 \uba87 \uc8fc\ub97c \uc870\uc2ec\uc2a4\ub7fd\uac8c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4. CBOE \ubcc0\ub3d9\uc131\uc9c0\uc218(VIX)\ub294 12 \uadfc\ucc98\ub97c \ub9f4\ub3cc\uace0 \uc788\uc73c\uba70, \uc774\ub294 2024\ub144 \ub9c8\uc9c0\ub9c9 4\ubd84\uae30 \uc774\ud6c4 \ubcf4\uc9c0 \ubabb\ud55c \ub0ae\uc740 \uc218\uc900\uc785\ub2c8\ub2e4. \uc774\ub294 \uc635\uc158\uc758 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc0c1\ub300\uc801\uc73c\ub85c \uc800\ub834\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. \uc774\ub294 \uc2dc\uc7a5\uc774 \uc548\uc77c\ud574\uc9d0\uc744 \uc2dc\uc0ac\ud558\uba70, \uc774\ub294 \uc0c8\ud574\ub97c \uc55e\ub450\uace0 \uacbd\uace0\uc2e0\ud638\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc5f0\uc900\uc758 \ud68c\uc758\ub85d \ubc1c\ud45c\ub294 \uc77c\uc815\uc0c1 \uc720\uc77c\ud55c \uc8fc\uc694 \uc774\ubca4\ud2b8\ub85c, \uc7a0\uc7ac\uc801\uc778 \ubcc0\ub3d9\uc131\uc774 \ubc1c\uc0dd\ud560 \uc218 \uc788\ub294 \uba85\ud655\ud55c \uc2dc\uc810\uc785\ub2c8\ub2e4. \uc120\ubb3c\uc2dc\uc7a5\uc5d0\uc11c\ub294 2026\ub144 9\uc6d4\uae4c\uc9c0 \ub450 \ucc28\ub840 \uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc744 60% \uc774\uc0c1\uc73c\ub85c \uc608\uc0c1\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc5f0\uc900\uc758 \uc790\uccb4 \uc9c0\uce68\ubcf4\ub2e4 \ud6e8\uc52c \uacf5\uaca9\uc801\uc785\ub2c8\ub2e4. \ud68c\uc758\ub85d\uc774 \ube44\ub458\uae30\ud30c\uc801 \uae30\uc870\ub97c \uc2e0\ud638\ud558\uc9c0 \ubabb\ud560 \uacbd\uc6b0, \uc62c\ud574\uc758 \uc774\uc775\uc774 \ube60\ub974\uac8c \uc904\uc5b4\ub4e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc774\ub7f0 \uc774\ubd84\ubc95\uc801 \uc704\ud5d8\uc744 \uace0\ub824\ud560 \ub54c, \uc6b0\ub9ac\ub294 S&#038;P 500\uacfc \uac19\uc740 \uad11\ubc94\uc704\ud55c \uc2dc\uc7a5 ETF\uc5d0 \ub300\ud574 \ud589\uc0ac\uac00\uaca9\uc774 \uac19\uc740 \uc2a4\ud2b8\ub798\ub4e4 \uad6c\ub9e4\ub97c \uace0\ub824\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc804\ub7b5\uc740 \uc2dc\uc7a5\uc774 \uc5f0\uc900\uc758 \ud1a4\uc5d0 \uc5b4\ub5bb\uac8c \ubc18\uc751\ud560\uc9c0\ub97c \uc815\ud655\ud788 \ub9de\ud790 \ud544\uc694 \uc5c6\uc774 \uc5b4\ub290 \ubc29\ud5a5\uc73c\ub85c\ub4e0 \ud06c\uac8c \uac00\uaca9\uc774 \uc6c0\uc9c1\uc77c \uacbd\uc6b0 \uc774\uc775\uc744 \ub0bc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucd08\uc810\uc744 \ub9de\ucd94\ub294 \uac83\uc740 \ud2b9\uc815 \ubc29\ud5a5\uc758 \uacb0\uacfc\uac00 \uc544\ub2c8\ub77c \ubcc0\ub3d9\uc131\uc774 \uc870\uc6a9\ud55c \uc2dc\uc7a5\uc73c\ub85c \ub3cc\uc544\uc624\ub294 \uac83\uc785\ub2c8\ub2e4. \n\n\uc6b0\ub9ac\ub294 2025\ub144 \uc0c1\uc2b9\uc7a5\uc5d0\uc11c significant long positions\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc5d0, S&#038;P 500\uc5d0 \ub300\ud55c \uc544\uc6c3 \uc624\ube0c \ub354 \uba38\ub2c8 \ud48b\uc744 \uad6c\ub9e4\ud558\ub294 \uac83\uc774 \uc2e0\uc911\ud558\uace0 \ube44\uc6a9\uc774 \uc801\uac8c \ub4dc\ub294 \ud5e4\uc9c0 \ubc29\ubc95\uc785\ub2c8\ub2e4. \ub610\ud55c Nvidia\uc640 \uac19\uc740 \uae30\uc220 \ub9ac\ub354\uc758 \uc57d\uc138\ub97c \uc8fc\ubaa9\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc62c\ud574\uc758 \uccab \uc138 \ubd84\uae30\uc5d0\uc11c \ubcf4\uc600\ub358 \uacbd\ud5a5\uacfc\ub294 \ub2e4\ub978 \ubaa8\uc2b5\uc785\ub2c8\ub2e4. \uc774\ub294 2026\ub144\uc73c\ub85c \ub098\uc544\uac00\uae30 \uc704\ud55c \ub9ac\ub354\uc2ed \uad50\uccb4\uc758 \ucd08\uae30 \uc2e0\ud638\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uadf8\ub7ec\ub098 \uc6b0\ub9ac\ub294 \uc5f0\uc900 \ud68c\uc758\ub85d\uc5d0 \ub300\ud55c \uc2dc\uc7a5\uc758 \ubc18\uc751\uc740 \uc77c\uc2dc\uc801\uc77c \uc218 \uc788\ub2e4\ub294 \uc810\uc744 \uae30\uc5b5\ud574\uc57c \ud569\ub2c8\ub2e4, \ud2b9\ud788 \uc800\uc870\ud55c \uac70\ub798\ub7c9 \ud658\uacbd\uc5d0\uc11c \ub354 \uadf8\ub807\uc2b5\ub2c8\ub2e4. 2024\ub144 11\uc6d4 \ud68c\uc758\ub85d\uc744 \ub418\ub3cc\uc544\ubcf4\uba74, S&#038;P 500\uc740 \ucd08\uae30 0.5% \ud558\ub77d \uc774\ud6c4 \ube60\ub974\uac8c \ud68c\ubcf5\ub41c \uac83\uc744 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \ubcc0\ub3d9\uc131\uc744 \uae30\ubc18\uc73c\ub85c \ud55c \uac70\ub798\ub294 \uc989\uac01\uc801\uc778 \ubc18\uc751\uc744 \ud3ec\ucc29\ud558\uae30 \uc704\ud574 \ub2e8\uae30 \ub9cc\ub8cc\uc77c\ub85c \uad6c\uc870\ud654\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.\n\n<!-- wp:paragraph-->\n<p><b>VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>2025\ub144 \ub9c8\uc9c0\ub9c9 \uac70\ub798 \uc8fc\uac04, \ubbf8\uad6d \uc8fc\uc2dd\uc740 \uae30\ub85d\uc801 \uace0\uc810 \uadfc\ucc98\uc5d0\uc11c \uc800\uc870\ud55c \uac70\ub798\ub7c9 \uc18d\uc5d0 \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5f0\uc900 \ud68c\uc758\ub85d \uacf5\uac1c\uac00 \uc2dc\uc7a5\uc5d0 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc804\ub9dd\uc785\ub2c8\ub2e4. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":62,"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-34968","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\/34968","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\/62"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=34968"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/34968\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=34968"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=34968"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=34968"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}