{"id":38190,"date":"2026-02-13T03:59:05","date_gmt":"2026-02-13T03:59:05","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/1%ec%9b%94-%ed%95%9c%ea%b5%ad%ec%9d%98-%ec%88%98%ec%b6%9c%eb%ac%bc%ea%b0%80%ea%b0%80-%ec%a0%84%eb%85%84-%eb%8f%99%ec%9b%94-%eb%8c%80%eb%b9%84-7-8-%ec%83%81%ec%8a%b9%ed%95%b4-%ec%9d%b4%ec%a0%84-5-5\/"},"modified":"2026-02-13T03:59:05","modified_gmt":"2026-02-13T03:59:05","slug":"1%ec%9b%94-%ed%95%9c%ea%b5%ad%ec%9d%98-%ec%88%98%ec%b6%9c%eb%ac%bc%ea%b0%80%ea%b0%80-%ec%a0%84%eb%85%84-%eb%8f%99%ec%9b%94-%eb%8c%80%eb%b9%84-7-8-%ec%83%81%ec%8a%b9%ed%95%b4-%ec%9d%b4%ec%a0%84-5-5","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/1%ec%9b%94-%ed%95%9c%ea%b5%ad%ec%9d%98-%ec%88%98%ec%b6%9c%eb%ac%bc%ea%b0%80%ea%b0%80-%ec%a0%84%eb%85%84-%eb%8f%99%ec%9b%94-%eb%8c%80%eb%b9%84-7-8-%ec%83%81%ec%8a%b9%ed%95%b4-%ec%9d%b4%ec%a0%84-5-5\/","title":{"rendered":"1\uc6d4 \ud55c\uad6d\uc758 \uc218\ucd9c\ubb3c\uac00\uac00 \uc804\ub144 \ub3d9\uc6d4 \ub300\ube44 7.8% \uc0c1\uc2b9\ud574, \uc774\uc804 5.5% \ub300\ube44 \uc0c1\uc2b9\uc138\uac00 \uac00\uc18d\ud654\ub410\ub2e4."},"content":{"rendered":"\ud55c\uad6d\uc758 \uc218\ucd9c\ubb3c\uac00\uac00 1\uc6d4\uc5d0 \uc804\ub144 \ub3d9\uc6d4 \ub300\ube44 7.8% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc774\uc804 \uae30\uac04\uc758 5.5%\uc5d0\uc11c \uc0c1\uc2b9\ud55c \uc218\uce58\uc785\ub2c8\ub2e4.\n\n\uc790\ub8cc\uc5d0 \ub530\ub974\uba74, \uc218\ucd9c\ubb3c\uac00 \uc0c1\uc2b9\ub960\uc774 \uc774\uc804 \ubc1c\ud45c\uce58\ubcf4\ub2e4 \ub354 \ube60\ub974\uac8c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. 5.5%\uc5d0\uc11c 7.8%\ub85c \uc62c\ub77c 2.3%\ud3ec\uc778\ud2b8(percentage points, \ud37c\uc13c\ud2b8\ud3ec\uc778\ud2b8: \u2018%\u2019\uc758 \ucc28\uc774\ub97c \ub098\ud0c0\ub0b4\ub294 \ub2e8\uc704) \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4.\n\n<h3>\uc218\ucd9c\ubb3c\uac00 \uae09\ub4f1\uc740 \ub354 \uac15\ud55c \uc218\uc694\ub97c \uc2dc\uc0ac<\/h3>\n\ud55c\uad6d\uc758 \uc804\ub144 \ub300\ube44 \uc218\ucd9c\ubb3c\uac00 \uc0c1\uc2b9\ub960\uc774 7.8%\ub85c \ub6f4 \uac83\uc740 \uc2dc\uc7a5\uc5d0 \uc758\ubbf8 \uc788\ub294 \uae0d\uc815 \uc2e0\ud638\uc785\ub2c8\ub2e4. \uc774\uc804 5.5%\uc5d0\uc11c \ube60\ub974\uac8c \uc62c\ub77c, \uc2dc\uc7a5\uc774 \uc608\uc0c1\ud588\ub358 \uac83\ubcf4\ub2e4 \uc138\uacc4 \uc218\uc694\uc640 \uac00\uaca9 \uacb0\uc815\ub825(pricing power, \uae30\uc5c5\uc774 \ube44\uc6a9\u00b7\uacbd\uc7c1 \uc0c1\ud669\uacfc \uad00\uacc4\uc5c6\uc774 \uac00\uaca9\uc744 \uc62c\ub9b4 \uc218 \uc788\ub294 \ud798)\uc774 \ub354 \uac15\ud558\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4. \uc774\ub294 2025\ub144 \ub3d9\uc548 \ub098\ud0c0\ub09c \uae0d\uc815\uc801 \ud750\ub984\uc774 \uc774\uc5b4\uc9c8 \ubfd0 \uc544\ub2c8\ub77c \ub354 \ube68\ub77c\uc9c0\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.\n\n\uc678\ud658(foreign exchange, \uc11c\ub85c \ub2e4\ub978 \ub098\ub77c\uc758 \ud1b5\ud654\ub97c \uc0ac\uace0\ud30c\ub294 \uc2dc\uc7a5) \uad00\uc810\uc5d0\uc11c, \uc774\ubc88 \uc790\ub8cc\ub294 \uc6d0\ud654(KRW)\uac00 \uac15\ud574\uc9c8 \uadfc\uac70\uac00 \ub429\ub2c8\ub2e4. \uc218\ucd9c\ub85c \ub4e4\uc5b4\uc624\ub294 \ub3c8(\uc218\ucd9c \uc218\uc785)\uc774 \ub298\uba74 \uc6d0\ud654\ub97c \uc0ac\ub824\ub294 \uc218\uc694\uac00 \ucee4\uc9c8 \uc218 \uc788\uc5b4, \ub2ec\ub7ec\/\uc6d0(USD\/KRW, \ub2ec\ub7ec 1\ub2ec\ub7ec\ub97c \uc0ac\ub294 \ub370 \ud544\uc694\ud55c \uc6d0\ud654 \uac00\uaca9) \ud658\uc728\uc774 \ucd5c\uadfc \uc9c0\uc9c0\uc120(support level, \uac00\uaca9\uc774 \ub0b4\ub824\uac00\ub2e4 \uba48\ucd94\uae30 \uc26c\uc6b4 \uad6c\uac04\uc73c\ub85c \uc5ec\uaca8\uc9c0\ub294 \uac00\uaca9\ub300)\uc778 1,350 \uc544\ub798\ub85c \ub0b4\ub824\uac08 \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc6d0\ud654 \ucf5c\uc635\uc158(call option, \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc790\uc0b0\uc744 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac) \ub9e4\uc218\ub098 \ub2ec\ub7ec\/\uc6d0 \uc120\ubb3c(futures, \ubbf8\ub798\uc758 \uc815\ud574\uc9c4 \uc2dc\uc810\uc5d0 \uc815\ud574\uc9c4 \uac00\uaca9\uc73c\ub85c \uc0ac\uace0\ud314\uae30\ub85c \ubbf8\ub9ac \uc57d\uc18d\ud558\ub294 \uacc4\uc57d) \ub9e4\ub3c4(\uc1fc\ud2b8, \uac00\uaca9 \ud558\ub77d\uc5d0 \ubca0\ud305)\ub97c \uace0\ub824\ud560 \uc218 \uc788\uc73c\uba70, \ud5a5\ud6c4 \uba87 \uc8fc \ub0b4 1,320 \uc218\uc900\uc744 \ubaa9\ud45c\ub85c \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc8fc\uc2dd\uc5d0\uc11c\ub3c4 \uae0d\uc815\uc801 \uc2e0\ud638\ub85c \ubcfc \uc218 \uc788\uc73c\uba70, \ud2b9\ud788 \uae30\uc220\uacfc \uc790\ub3d9\ucc28 \uc5c5\uc885\uc5d0 \uc720\ub9ac\ud569\ub2c8\ub2e4. \uc218\ucd9c \uac00\uaca9\uc774 \ub192\uc544\uc9c0\uba74 \ucf54\uc2a4\ud53c(KOSPI, \ud55c\uad6d\uc758 \ub300\ud45c \uc8fc\uac00\uc9c0\uc218) \uad6c\uc131 \uae30\uc5c5\uc758 \uc774\uc775\ub960(profit margin, \ub9e4\ucd9c\uc5d0\uc11c \ube44\uc6a9\uc744 \ube80 \ub4a4 \ub0a8\ub294 \ube44\uc728)\uc774 \uac1c\uc120\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucf54\uc2a4\ud53c200 \uc120\ubb3c(KOSPI 200 futures, \ucf54\uc2a4\ud53c200 \uc9c0\uc218\ub97c \uae30\ucd08\uc790\uc0b0\uc73c\ub85c \ud558\ub294 \uc120\ubb3c) \ub9e4\uc218 \ube44\uc911\uc744 \ub298\ub9ac\uace0, \uc8fc\uc694 \ubc18\ub3c4\uccb4 \uae30\uc5c5 \ucf5c\uc635\uc158\ub3c4 \uac80\ud1a0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uac15\uc138\ub294 \uc9c4\ud589 \uc911\uc778 \ubc18\ub3c4\uccb4 \uacbd\uae30 \uc0c1\uc2b9(semiconductor upcycle, \ubc18\ub3c4\uccb4 \uc218\uc694\uac00 \ub298\uc5b4 \uac00\uaca9\u00b7\ucd9c\ud558\u00b7\uc2e4\uc801\uc774 \uc88b\uc544\uc9c0\ub294 \uad6d\uba74)\uc5d0 \uc9d1\uc911\ub3fc \uc788\uc73c\uba70, \uc774\ub294 \uc138\uacc4\uc801 \ud750\ub984\uc785\ub2c8\ub2e4. \uc138\uacc4\ubc18\ub3c4\uccb4\ubb34\uc5ed\ud1b5\uacc4(WSTS, World Semiconductor Trade Statistics: \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \ud1b5\uacc4\ub97c \ub0b4\ub294 \uae30\uad00)\uc758 \ucd5c\uadfc \uc804\ub9dd\uc740 2026\ub144 \uc2dc\uc7a5\uc774 15% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \ubd05\ub2c8\ub2e4. \uc774\ub294 \uc77c\uc2dc\uc801 \uae09\ub4f1\uc774 \uc544\ub2c8\ub77c\ub294 \uc810\uc744 \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. \uc774\ubc88 \ubcf4\uace0\uc11c\uc5d0\uc11c \ud655\uc778\ub41c \uac00\uaca9 \uacb0\uc815\ub825\uc740 \uc791\ub144\ubd80\ud130 \uc774\uc5b4\uc9c4 \uc5c5\ud669 \ud68c\ubcf5 \ud750\ub984\uacfc \ub9de\ub2ff\uc544 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ub2e4\ub9cc \ucc44\uad8c\uc2dc\uc7a5(bond market, \uc815\ubd80\u00b7\uae30\uc5c5\uc774 \ubc1c\ud589\ud55c \ucc44\uad8c\uc774 \uac70\ub798\ub418\ub294 \uc2dc\uc7a5)\ub3c4 \ud568\uaed8 \uc0b4\ud3b4\uc57c \ud569\ub2c8\ub2e4. \uc774\ubc88 \uc18c\uc2dd\uc740 \ubb3c\uac00 \uc0c1\uc2b9(\uc778\ud50c\ub808\uc774\uc158, \uc804\ubc18\uc801\uc778 \ubb3c\uac00\uac00 \uc624\ub974\ub294 \ud604\uc0c1) \uac00\ub2a5\uc131\uc744 \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\uad6d\uc740\ud589(Bank of Korea, \ud55c\uad6d\uc758 \uc911\uc559\uc740\ud589)\uc774 \uae30\uc900\uae08\ub9ac(policy rate, \uc911\uc559\uc740\ud589\uc774 \uc815\ud558\ub294 \ub300\ud45c \uae08\ub9ac) 3.5%\ub97c \uc720\uc9c0\ud558\uace0 \uc788\ub294 \uc0c1\ud669\uc5d0\uc11c, \uae08\ub9ac \uc778\ud558(rate cuts, \uae30\uc900\uae08\ub9ac\ub97c \ub0b4\ub9ac\ub294 \uac83)\ub97c \ubbf8\ub8e8\ub294 \uc774\uc720\ub85c \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud55c\uad6d \uad6d\ucc44(Korean government bonds, \uc815\ubd80\uac00 \ubc1c\ud589\ud558\ub294 \ucc44\uad8c) \uc218\uc775\ub960(yield, \ucc44\uad8c \ud22c\uc790 \uc218\uc775\ub960)\uc774 \uc624\ub97c \uc218 \uc788\uc5b4, \ucc44\uad8c \uc120\ubb3c\uc5d0\uc11c \ub9e4\ub3c4 \ud3ec\uc9c0\uc158(\uac00\uaca9 \ud558\ub77d\uc5d0 \ubca0\ud305)\uc744 \ud5e4\uc9c0(hedge, \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \ub300\uc751)\ub85c \ud65c\uc6a9\ud558\ub294 \ubc29\uc548\uc774 \ub9e4\ub825\uc801\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n<h3>\ub300\uc678 \ub370\uc774\ud130\uac00 \uc218\ucd9c \ubaa8\uba58\ud140\uc744 \ub4b7\ubc1b\uce68<\/h3>\n\uc774 \ud750\ub984\uc740 \uc8fc\uc694 \uad50\uc5ed \uc0c1\ub300\uad6d\uc758 \ucd5c\uadfc \uc9c0\ud45c\ub85c\ub3c4 \ub4b7\ubc1b\uce68\ub429\ub2c8\ub2e4. \uc911\uad6d\uc758 \ucd5c\uc2e0 \uc81c\uc870\uc5c5 PMI(Purchasing Managers\u2019 Index, \uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218: \uae30\uc5c5\uc758 \uc2e0\uaddc\uc8fc\ubb38\u00b7\uc0dd\uc0b0\u00b7\uace0\uc6a9\u00b7\uc7ac\uace0 \ub4f1\uc744 \uc124\ubb38\uc73c\ub85c \ubb36\uc5b4 \uacbd\uae30 \ud750\ub984\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 50.5\ub85c, 3\uac1c\uc6d4 \uc5f0\uc18d \ud655\uc7a5(expansion, \uacbd\uae30 \ud65c\ub3d9\uc774 \ub298\uc5b4\ub098\ub294 \uc0c1\ud0dc)\uc744 \ub098\ud0c0\ub0c8\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc6b0\ub9ac\uac00 \uacf5\uae09\ud558\ub294 \uc0b0\uc5c5\uc6a9 \ubd80\ud488\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uacac\uc870\ud560 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud558\uba70, \uc218\ucd9c \uc9c0\ud45c\uc5d0\uc11c \ubcf4\uc774\ub294 \uac15\uc138\uc5d0 \uc2e0\ub8b0\ub97c \ub354\ud574 \uc90d\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>\ud55c\uad6d \uc218\ucd9c\uac00\uaca9 1\uc6d4 \uc804\ub144\ube44 7.8% \uae09\ub4f1(\uc774\uc804 5.5%)! \uae00\ub85c\ubc8c \uc218\uc694\u00b7\uac00\uaca9\uacb0\uc815\ub825 \uac15\ud654\ub85c \uc6d0\ud654 \uac15\uc138, KOSPI tech\u00b7\uc790\ub3d9\ucc28 \ud638\uc7ac. \ub2e4\ub9cc \uc778\ud50c\ub808 \uc6b0\ub824\ub85c \uae08\ub9ac\uc778\ud558 \uc9c0\uc5f0\u00b7\ucc44\uad8c\uae08\ub9ac \uc0c1\uc2b9 \uac00\ub2a5. &#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-38190","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\/38190","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=38190"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38190\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=38190"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=38190"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=38190"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}