{"id":38176,"date":"2026-02-13T00:57:56","date_gmt":"2026-02-13T00:57:56","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ea%b0%80%ec%86%8d%ed%99%94%eb%90%9c-%ea%b8%b0%ec%88%a0%ec%a3%bc-%eb%a7%a4%eb%8f%84%ea%b0%80-%eb%8d%94-%ea%b4%91%eb%b2%94%ec%9c%84%ed%95%9c-%ed%95%98%eb%9d%bd%ec%84%b8%eb%a5%bc-%ec%b4%89%eb%b0%9c\/"},"modified":"2026-02-13T00:57:56","modified_gmt":"2026-02-13T00:57:56","slug":"%ea%b0%80%ec%86%8d%ed%99%94%eb%90%9c-%ea%b8%b0%ec%88%a0%ec%a3%bc-%eb%a7%a4%eb%8f%84%ea%b0%80-%eb%8d%94-%ea%b4%91%eb%b2%94%ec%9c%84%ed%95%9c-%ed%95%98%eb%9d%bd%ec%84%b8%eb%a5%bc-%ec%b4%89%eb%b0%9c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ea%b0%80%ec%86%8d%ed%99%94%eb%90%9c-%ea%b8%b0%ec%88%a0%ec%a3%bc-%eb%a7%a4%eb%8f%84%ea%b0%80-%eb%8d%94-%ea%b4%91%eb%b2%94%ec%9c%84%ed%95%9c-%ed%95%98%eb%9d%bd%ec%84%b8%eb%a5%bc-%ec%b4%89%eb%b0%9c\/","title":{"rendered":"\uac00\uc18d\ud654\ub41c \uae30\uc220\uc8fc \ub9e4\ub3c4\uac00 \ub354 \uad11\ubc94\uc704\ud55c \ud558\ub77d\uc138\ub97c \ucd09\ubc1c\ud558\uba74\uc11c \ub2e4\uc6b0\uc874\uc2a4 \uc0b0\uc5c5\ud3c9\uade0\uc9c0\uc218\ub294 555\ud3ec\uc778\ud2b8(1.1%) \ud558\ub77d\ud588\ub2e4."},"content":{"rendered":"\ubbf8\uad6d \uc8fc\uc2dd\uc740 \ubaa9\uc694\uc77c \ud558\ub77d\ud588\ub2e4. \ub2e4\uc6b0\uc9c0\uc218\ub294 555\ud3ec\uc778\ud2b8(1.1%) \ub5a8\uc5b4\uc84c\uace0, S&#038;P 500\uc740 1.2% \ud558\ub77d\ud588\uc73c\uba70, \ub098\uc2a4\ub2e5\uc740 1.7% \ubc00\ub838\ub2e4. \ud558\ub77d\uc774 \ub300\ud615 \uae30\uc220\uc8fc\ub97c \ub118\uc5b4 \ub2e4\ub978 \uc885\ubaa9\uc73c\ub85c\ub3c4 \ud655\uc0b0\ub410\ub2e4.\n\n\uc560\ud50c\uacfc \uc544\ub9c8\uc874\uc740 \uac01\uac01 \uc57d 3% \ud558\ub77d\ud588\ub2e4. \uc571\ub7ec\ube48(AppLovin)\uc740 4\ubd84\uae30 \uc2e4\uc801\uc774 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3cc\uc558\ub294\ub370\ub3c4 4% \uc774\uc0c1 \ub5a8\uc5b4\uc84c\uace0, 2026\ub144 \uccab 6\uc8fc \ub3d9\uc548 \uc8fc\uac00\uac00 \uc57d 3\ubd84\uc758 1 \ud558\ub77d\ud55c \uc0c1\ud0dc\ub2e4.\n\n<h3>\ub300\ud615 \uae30\uc220\uc8fc \ubc16\uc73c\ub85c \ubc88\uc9c0\ub294 \uc21c\ud658\ub9e4<\/h3>\n\uc6d4\ub9c8\ud2b8\ub294 3% \uc62c\ub790\uace0 \ubcf4\uc789\uc740 2% \uc0c1\uc2b9\ud588\ub2e4. \uc790\uae08\uc774 \uacbd\uae30 \uc601\ud5a5\uc744 \ub354 \ub9ce\uc774 \ubc1b\ub294 \uc5c5\uc885(\uacbd\uae30\ubbfc\uac10 \uc5c5\uc885)\uc73c\ub85c \uc774\ub3d9\ud55c \uac83\uc774\ub2e4. \uc2dc\uc2a4\ucf54\ub294 \ub9e4\ucd9c 153\uc5b5 5,000\ub9cc \ub2ec\ub7ec\uc640 \uc870\uc815 EPS(\uc77c\ud68c\uc131 \uc694\uc778\uc744 \ube7c\uace0 \uacc4\uc0b0\ud55c \uc8fc\ub2f9\uc21c\uc774\uc775) 1.04\ub2ec\ub7ec\ub97c \ubc1c\ud45c\ud55c \ub4a4 \uc57d 7% \ud558\ub77d\ud588\ub2e4. \ube44(\u975e)GAAP \ub9e4\ucd9c\ucd1d\uc774\uc775\ub960(\ud68c\uc0ac \ud68c\uacc4\uae30\uc900\uc774 \uc544\ub2cc \uc870\uc815 \uae30\uc900\uc73c\ub85c \uacc4\uc0b0\ud55c \u2018\ub9e4\ucd9c\uc5d0\uc11c \uc6d0\uac00\ub97c \ube80 \ube44\uc728\u2019)\uc740 67.5%\ub85c, \uc608\uc0c1\uce58 68.1%\ub97c \ubc11\ub3cc\uc558\ub2e4.\n\n\uc2dc\uc2a4\ucf54\ub294 \uc5f0\uac04 \ub9e4\ucd9c \uc804\ub9dd\uce58\ub97c 612\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 617\uc5b5 \ub2ec\ub7ec\ub85c \uc62c\ub838\uc9c0\ub9cc, \uc2dc\uc7a5 \uae30\ub300\uce58 621\uc5b5 \ub2ec\ub7ec\uc5d0\ub294 \ubabb \ubbf8\ucce4\ub2e4. \ub9e5\ub3c4\ub0a0\ub4dc\ub294 \ub9e4\ucd9c 70\uc5b5 1,000\ub9cc \ub2ec\ub7ec\uc5d0 \uc870\uc815 EPS 3.12\ub2ec\ub7ec\ub97c \ubc1c\ud45c\ud55c \ub4a4 \uc18c\ud3ed \ud558\ub77d\ud588\ub2e4. \ubbf8\uad6d \ub3d9\uc77c\ub9e4\uc7a5\ub9e4\ucd9c(\uae30\uc874 \ub9e4\uc7a5\uc5d0\uc11c\uc758 \ub9e4\ucd9c \uc99d\uac00\uc728)\uc740 6.8% \uc99d\uac00\ud588\ub2e4.\n\n\uae30\uc874\uc8fc\ud0dd \ud310\ub9e4\ub294 1\uc6d4\uc5d0 8.4% \uac10\uc18c\ud574 391\ub9cc \uac74\uc73c\ub85c \ub0b4\ub824\uac14\uace0, \uc608\uc0c1\uce58 415\ub9cc \uac74\uc744 \ubc11\ub3cc\uc558\ub2e4. \uc911\uac04\uac00\uaca9(\uac00\uc6b4\ub370 \uac12)\uc740 0.9% \uc62c\ub77c 39\ub9cc 6,800\ub2ec\ub7ec\ub97c \uae30\ub85d\ud574 31\ub144 \uc5f0\uc18d \uc804\ub144 \ub300\ube44 \uc0c1\uc2b9\ud588\ub2e4. \uc2e0\uaddc \uc2e4\uc5c5\uc218\ub2f9 \uccad\uad6c(\uc0c8\ub85c \uc2e4\uc5c5\uc218\ub2f9\uc744 \uc2e0\uccad\ud55c \uac74\uc218)\ub294 22\ub9cc 7,000\uac74, \uacc4\uc18d \uccad\uad6c(\uc2e4\uc5c5\uc218\ub2f9\uc744 \uacc4\uc18d \ubc1b\ub294 \uc0ac\ub78c \uc218)\ub294 186\ub9cc 2,000\uac74\uc774\uc5c8\ub2e4.\n\n1\uc6d4 \ube44\ub18d\uc5c5 \uace0\uc6a9(\ub18d\uc5c5\uc744 \ube80 \uace0\uc6a9 \uc9c0\ud45c)\uc740 13\ub9cc \uac1c \uc99d\uac00\ub85c, \uc608\uc0c1\uce58 5\ub9cc 5,000\uac1c\ub97c \uc6c3\ub3cc\uc558\ub2e4. \uc5f0\uc900(Fed, \ubbf8\uad6d \uc911\uc559\uc740\ud589)\uc740 \uae08\ub9ac\ub97c 3.50~3.75%\ub85c \ub3d9\uacb0\ud588\ub2e4. \uc2dc\uc7a5\uc740 2026\ub144\uc5d0 \uae08\ub9ac \uc778\ud558\uac00 \uc57d \ub450 \ucc28\ub840 \uc788\uc744 \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\ub2e4. \uc804\uccb4 CPI(\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218)\ub294 \uc804\ub144 \ub300\ube44 2.5%\ub85c \uc608\uc0c1\ub41c\ub2e4.\n\n<h3>\ubcc0\ub3d9\uc131 \uc9c0\uc18d\uc5d0 \ub300\ube44\ud55c \ud3ec\uc9c0\uc154\ub2dd<\/h3>\n\ubc18\ub300\ud3b8\uc5d0\uc11c\ub294 \uc790\uae08\uc774 \uacbd\uae30\ubbfc\uac10 \uc5c5\uc885\uacfc \uac00\uce58\uc8fc \uc911\uc2ec \uc5c5\uc885(\uc2e4\uc801\uacfc \uc790\uc0b0\uac00\uce58\uc5d0 \ube44\ud574 \uac00\uaca9\uc774 \ub0ae\ub2e4\uace0 \uc5ec\uaca8\uc9c0\ub294 \uc885\ubaa9)\uc73c\ub85c \uc774\ub3d9\ud558\ub294 \ubaa8\uc2b5\uc774\ub2e4. \uc0b0\uc5c5\uc7ac ETF\uc778 Industrial Select Sector SPDR Fund(XLI)\ub098 \ud544\uc218\uc18c\ube44\uc7ac ETF\uc778 Consumer Staples Select Sector SPDR Fund(XLP) \uac19\uc740 \uc0c1\ud488\uc5d0\uc11c \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ud65c\uc6a9\ud574 \ub9e4\uc218 \ud3ec\uc9c0\uc158\uc744 \uc7a1\uc73c\uba74 \uc774\ub7f0 \ud750\ub984\uc744 \ubc18\uc601\ud560 \uc218 \uc788\ub2e4. \uc774\ub294 \uc704\ud5d8\ud68c\ud53c(\ub9ac\uc2a4\ud06c\ub97c \uc904\uc774\ub824\ub294) \ubd84\uc704\uae30\uc5d0\uc11c \uc0c1\ub300\uc801\uc73c\ub85c \uac15\ud55c \uad6c\uac04\uc758 \ud750\ub984\uc744 \ub178\ub9ac\ub294 \ubc29\ubc95\uc774\ub2e4.\n\n\uc2dc\uc7a5\uc774 \ub354 \ubd88\uc548\uc815\ud574\uc9c0\uba74\uc11c \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud754\ub4e4\ub9ac\ub294 \uc815\ub3c4) \uc0c1\uc2b9 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. CBOE \ubcc0\ub3d9\uc131 \uc9c0\uc218(VIX, S&#038;P 500 \uc635\uc158 \uac00\uaca9\uc744 \ubc14\ud0d5\uc73c\ub85c \uc2dc\uc7a5 \ubd88\uc548\uc744 \uc218\uce58\ud654\ud55c \uc9c0\ud45c\ub85c \u2018\uacf5\ud3ec\uc9c0\uc218\u2019\ub77c\uace0\ub3c4 \ubd88\ub9bc)\ub294 2025\ub144 \ub9d0 14 \uc218\uc900\uc5d0\uc11c \uac70\ub798\ub410\uc9c0\ub9cc, 2023\ub144\ucc98\ub7fc \ubd88\ud655\uc2e4\uc131\uc774 \ucee4\uc9c0\uba74 20~25 \uad6c\uac04\uc73c\ub85c \uae09\ub4f1\ud560 \uc218 \uc788\ub2e4. VIX \ucf5c\uc635\uc158\uc740 \uc2dc\uc7a5 \ubd88\uc548\uc774 \ucee4\uc9c8 \ub54c \uc774\uc775\uc744 \ub178\ub9b4 \uc218 \uc788\ub294 \uc9c1\uc811\uc801\uc778 \ubc29\ubc95\uc774\ub2e4.\n\n\uc608\uc0c1 \ubc16\uc758 \ud070 \uae30\uc874\uc8fc\ud0dd \ud310\ub9e4 \uae09\uac10\uc740 \uacbd\uae30\uc758 \uacbd\uace0 \uc2e0\ud638\ub2e4. \uc774\ub294 2023\ub144 \ub0b4\ub0b4 \ud310\ub9e4\ub7c9\uc774 \uc57d 30\ub144 \ub9cc\uc758 \ucd5c\uc800 \uc218\uc900\uc73c\ub85c \ub0b4\ub824\uac14\ub358 \uc57d\uc138 \ud750\ub984\uc744 \ub5a0\uc62c\ub9ac\uac8c \ud55c\ub2e4. \uc8fc\ud0dd \uac00\uaca9\uc774 \ub192\uc740\ub370 \ud310\ub9e4\ub7c9\uc774 \uc904\uc5b4\ub4dc\ub294 \uc870\ud569\uc740 \uc8fc\ud0dd \uc2dc\uc7a5\uc5d0 \ubd80\ub2f4(\uc545\uc7ac)\uc774\ub2e4. \uc774\ub7f0 \uc0c1\ud669\uc5d0\uc11c\ub294 \uc8fc\ud0dd\uac74\uc124 \uad00\ub828 \uc8fc\uc2dd\uc5d0 \ub300\ud574 \ud558\ub77d\uc5d0 \ubca0\ud305\ud558\ub294 \ud3ec\uc9c0\uc158\uc744 \uace0\ub824\ud560 \uc218 \uc788\uc73c\uba70, \uc608\ub97c \ub4e4\uc5b4 SPDR S&#038;P Homebuilders ETF(XHB) \ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc774 \ud55c \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\ub2e4.\n\n\uc911\uc694\ud55c CPI \ubc1c\ud45c\ub97c \uc55e\ub450\uace0 \uc2dc\uc7a5\uc740 \ubb3c\uac00\uc640 \uc5f0\uc900\uc758 \ud5a5\ud6c4 \uae08\ub9ac \uacbd\ub85c\uc5d0 \ubbfc\uac10\ud574\uc838 \uc788\ub2e4. \uae08\ub9ac \uc778\ud558 \uae30\ub300\uac00 \ub2e4\uc2dc \uc870\uc815\ub418\ub294 \ud750\ub984\uc740 2023\ub144 \ub9d0\uc758 \u201c\ub192\uc740 \uae08\ub9ac\uac00 \uc624\ub798 \uc9c0\uc18d\ub418\ub294 \ud658\uacbd(higher for longer)\u201d\uacfc \ube44\uc2b7\ud558\uba70, \ub2f9\uc2dc \uc8fc\uc2dd\uc5d0 \ud070 \ubd80\ub2f4\uc774\uc5c8\ub2e4. \uc608\uc0c1\ubcf4\ub2e4 \ub192\uc740 \ubb3c\uac00 \ubc1c\ud45c\ub85c \uc8fc\uac00\uac00 \ucd94\uac00 \ud558\ub77d\ud560 \uc704\ud5d8\uc5d0 \ub300\ube44\ud574 SPDR S&#038;P 500 ETF(SPY)\uc758 \ub2e8\uae30 \uc635\uc158\uc73c\ub85c \ubcf4\uc720 \uc790\uc0b0\uc744 \ubc29\uc5b4(\ud5e4\uc9c0)\ud560 \uc218 \uc788\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>\ubbf8\uad6d \uc99d\uc2dc \uae09\ub77d, \uae30\uc220\uc8fc \uc911\uc2ec \ub9e4\ub3c4 \ud655\uc0b0! \ub2e4\uc6b0 1.1%\u00b7S&#038;P 1.2%\u00b7\ub098\uc2a4\ub2e5 1.7% \ud558\ub77d, \uc560\ud50c\u00b7\uc544\ub9c8\uc874 \uc57d\uc138 \uc18d \uacbd\uae30\ubbfc\uac10\uc8fc\ub85c \ub85c\ud14c\uc774\uc158, \uc8fc\ud0dd\u00b7\ubb3c\uac00 \ubd88\uc548\uc5d0 \ubcc0\ub3d9\uc131 \ud5e4\uc9c0 \ud544\uc694. &#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-38176","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\/38176","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=38176"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38176\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=38176"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=38176"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=38176"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}