{"id":38282,"date":"2026-02-14T02:00:00","date_gmt":"2026-02-14T02:00:00","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%8a%a4%ed%83%a0%eb%8b%a4%eb%93%9c%ec%b0%a8%ed%83%80%eb%93%9c%ec%9d%98-%ed%86%a0%eb%af%b8-%ec%9a%b0-%ec%a0%84-%ec%84%b8%ea%b3%84-ai-%ec%88%98%ec%b6%9c-%ed%98%b8%ed%99%a9%ec%97%90-%ed%9e%98%ec%9e%85\/"},"modified":"2026-02-14T02:00:00","modified_gmt":"2026-02-14T02:00:00","slug":"%ec%8a%a4%ed%83%a0%eb%8b%a4%eb%93%9c%ec%b0%a8%ed%83%80%eb%93%9c%ec%9d%98-%ed%86%a0%eb%af%b8-%ec%9a%b0-%ec%a0%84-%ec%84%b8%ea%b3%84-ai-%ec%88%98%ec%b6%9c-%ed%98%b8%ed%99%a9%ec%97%90-%ed%9e%98%ec%9e%85","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%8a%a4%ed%83%a0%eb%8b%a4%eb%93%9c%ec%b0%a8%ed%83%80%eb%93%9c%ec%9d%98-%ed%86%a0%eb%af%b8-%ec%9a%b0-%ec%a0%84-%ec%84%b8%ea%b3%84-ai-%ec%88%98%ec%b6%9c-%ed%98%b8%ed%99%a9%ec%97%90-%ed%9e%98%ec%9e%85\/","title":{"rendered":"\uc2a4\ud0e0\ub2e4\ub4dc\ucc28\ud0c0\ub4dc\uc758 \ud1a0\ubbf8 \uc6b0, \uc804 \uc138\uacc4 AI \uc218\ucd9c \ud638\ud669\uc5d0 \ud798\uc785\uc5b4 \ub300\ub9cc\uc758 2026\ub144 GDP \uc131\uc7a5\ub960 \uc804\ub9dd\uce58\ub97c 8%\ub85c \uc0c1\ud5a5 \uc870\uc815"},"content":{"rendered":"\uc2a4\ud0e0\ub2e4\ub4dc\ucc28\ud0c0\ub4dc(Standard Chartered)\ub294 2025\ub144 4\ubd84\uae30 GDP(\uad6d\ub0b4\ucd1d\uc0dd\uc0b0: \ud55c \ub098\ub77c\uac00 \uc77c\uc815 \uae30\uac04\uc5d0 \ub9cc\ub4e4\uc5b4 \ub0b8 \uc804\uccb4 \uc0dd\uc0b0\u00b7\uc18c\ub4dd) \uc131\uc7a5\ub960\uc774 \uc804\ub144 \ub300\ube44 12.7%\uc600\uace0, 2025\ub144 \uc5f0\uac04 \uc131\uc7a5\ub960\uc774 8.7%\ub97c \uae30\ub85d\ud55c \ub4a4, \ub300\ub9cc\uc758 2026\ub144 GDP \uc131\uc7a5\ub960 \uc804\ub9dd\uce58\ub97c 3.8%\uc5d0\uc11c 8.0%\ub85c \uc62c\ub838\ub2e4. 2025\ub144 4\ubd84\uae30 \uc804\uae30 \ub300\ube44(\uc9c1\uc804 \ubd84\uae30\uc640 \ube44\uad50) \uc131\uc7a5\ub960\uc740 5.4%\uc600\uc73c\uba70, \uc740\ud589\uc740 2026\ub144 1\ubd84\uae30\uc5d0 \uc77c\ubd80 \u201c\ud1b5\uacc4\uc801 \ub418\ub3cc\ub9bc(\uc774\uc804 \ubd84\uae30\uc758 \uae09\ub4f1\uc5d0 \ub530\ub978 \uae30\uc800\u00b7\uacc4\uc808 \uc694\uc778\uc73c\ub85c \uc218\uce58\uac00 \ub0ae\uc544 \ubcf4\uc774\ub294 \ud604\uc0c1)\u201d\uc774 \ub098\ud0c0\ub0a0 \uc218 \uc788\ub2e4\uace0 \ubcf8\ub2e4.  \n\n\uc804\ub9dd\uc740 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc218\uc694\uc640 \ub354 \uac15\ud574\uc9c4 ICT(\uc815\ubcf4\ud1b5\uc2e0\uae30\uc220: \ud1b5\uc2e0\u00b7\ucef4\ud4e8\ud130 \ub4f1 \ub514\uc9c0\ud138 \uae30\uc220) \uc81c\ud488 \ubc0f \uc804\uc790 \ubd80\ud488 \uc218\ucd9c \uc99d\uac00\uc640 \uc5f0\uacb0\ub3fc \uc788\ub2e4. \uc218\ucd9c\uc740 2026\ub144 1\uc6d4\uc5d0 \uc804\ub144 \ub300\ube44 70% \ub298\uc5c8\ub294\ub370, \uc774\ub294 2\uc6d4\uc758 \uc124 \uc5f0\ud734(\ucd98\uc808) \uc804\uc5d0 \uc120\ucd9c\ud558\uac00 \uc774\ub904\uc9c4 \uc601\ud5a5\uc774 \uc788\ub2e4. \uc55e\uc11c 2025\ub144 4\ubd84\uae30\uc5d0\ub294 49.4% \uc99d\uac00\ud588\ub2e4.  \n\n<h3>\ubc18\ub3c4\uccb4\uac00 \uc774\ub044\ub294 \uc804\ub9dd<\/h3>  \n\ucd5c\uadfc \ubbf8\uad6d(US)\uacfc\uc758 \ubb34\uc5ed \ud569\uc758\ub294 \uc218\ucd9c \uae30\uc5c5\ub4e4\uc758 \uc5ec\uac74\uc744 \uc644\ud654\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \ubbf8\uad6d\uc740 \ub300\ub9cc \uc218\ucd9c\uc758 30%\ub97c \ucc28\uc9c0\ud588\ub2e4.  \n\n\uc740\ud589\uc740 \uc131\uc7a5 \ud750\ub984\uc774 \uacc4\uc18d \uace0\ub974\uc9c0 \uc54a\uc744 \uc218 \uc788\uace0, \uac00\uacc4 \uc18c\ub4dd \uaca9\ucc28\uac00 \ub354 \ubc8c\uc5b4\uc9c8 \uc218 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \ub610 \uc911\uc559\uc740\ud589(CBC: \ub300\ub9cc \uc911\uc559\uc740\ud589)\uc774 \ubd80\ub3d9\uc0b0 \uad00\ub828 \ub300\ucd9c\uc744 \uc5b5\uc81c\ud558\uae30 \uc704\ud55c \u2018\uc120\ubcc4\uc801 \uc2e0\uc6a9 \uaddc\uc81c(\ud2b9\uc815 \ub300\ucd9c\ub9cc \uc81c\ud55c\ud558\ub294 \uaddc\uc81c)\u2019\ub97c \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4.  \n\n2026\ub144 GDP \uc131\uc7a5\ub960 \uc804\ub9dd\uc774 8.0%\ub85c \ub9e4\uc6b0 \ub192\uc544\uc9c4 \ub9cc\ud07c, \uc6b0\ub9ac\uc758 \uae30\ubcf8 \uc758\uacac\uc740 \ub300\ub9cc \uc8fc\uc2dd\uc5d0 \ub300\ud574 \ub099\uad00\uc801\uc73c\ub85c(\uc0c1\uc2b9 \uac00\ub2a5\uc131\uc744 \ub354 \ud06c\uac8c \ubcf4\uace0) \uc811\uadfc\ud558\ub294 \uac83\uc774\ub2e4. \ub300\ub9cc \ub300\ud45c \uc8fc\uac00\uc9c0\uc218\uc778 TAIEX(\ud0c0\uc774\uc5d1\uc2a4: \ub300\ub9cc \uc99d\uc2dc \uc8fc\uc694 \uc9c0\uc218)\ub294 2025\ub144 4\ubd84\uae30\uc758 \uae30\uc220(\ud14c\ud06c) \uc218\ucd9c \ub370\uc774\ud130 \uc601\ud5a5\uc73c\ub85c \uc9c0\ub09c\uc8fc 25,000\ud3ec\uc778\ud2b8\ub97c \uc774\ubbf8 \ub118\uc5b4\uc130\ub2e4. \uc774\ub7f0 \uc6c0\uc9c1\uc784\uc5d0 \uac00\uc7a5 \uc9c1\uc811\uc801\uc73c\ub85c \ucc38\uc5ec\ud558\ub294 \ubc29\ubc95\uc740 \uc9c0\uc218 \ub610\ub294 \uc8fc\uc694 \uae30\uc220 ETF(\uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc: \uc8fc\uc2dd\ucc98\ub7fc \uac70\ub798\ub418\ub294 \ud380\ub4dc)\uc5d0 \ub300\ud55c \ucf5c\uc635\uc158(\uc0b4 \uad8c\ub9ac: \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud558\ub294 \uac83\uc774\ub2e4.  \n\n1\uc6d4 \uc218\ucd9c\uc774 \uc804\ub144 \ub300\ube44 70% \uae09\uc99d\ud588\ub2e4\ub294 \uc218\uce58\ub294 \ub300\ub9cc\ub2ec\ub7ec(New Taiwan Dollar, TWD: \ub300\ub9cc \ud1b5\ud654)\uc5d0 \uac15\ud55c \uc21c\ud48d\uc73c\ub85c \uc791\uc6a9\ud55c\ub2e4. \uc6b0\ub9ac\ub294 \ud658\uc728\uc774 15\uac1c\uc6d4 \ub9cc\uc758 \uac15\uc138\ub97c \ubcf4\uc774\uba70 \ub2ec\ub7ec\ub2f9 29.5 \uc544\ub798\uc5d0\uc11c \uac70\ub798\ub418\ub294 \uac83\uc744 \ud655\uc778\ud588\ub2e4. \ud30c\uc0dd\uc0c1\ud488(\uc8fc\uc2dd\u00b7\uae08\ub9ac\u00b7\ud658\uc728 \uac19\uc740 \uae30\ucd08\uc790\uc0b0 \uac12\uc5d0 \ub530\ub77c \uac00\uaca9\uc774 \uc6c0\uc9c1\uc774\ub294 \uc0c1\ud488) \uac70\ub798\uc790\ub294 TWD \uc120\ubb3c(\ubbf8\ub798\uc758 \ud658\uc728\ub85c \uc0ac\uace0\ud30c\ub294 \uacc4\uc57d) \ub9e4\uc218 \ud3ec\uc9c0\uc158(\uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \ubcf4\uc720 \uc0c1\ud0dc)\uc744 \uac80\ud1a0\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \ub300\ub9cc \uc81c\ud488 \uc218\uc694\uac00 \uc774\uc5b4\uc9c0\uba74 \ud1b5\ud654\uac00\uce58\uac00 \ub354 \uc624\ub97c \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.  \n\n<h3>\ud1b5\ud654 \uac15\uc138\uc5d0 \ub300\ube44\ud55c \ud3ec\uc9c0\uc154\ub2dd<\/h3>  \n\uc774\ubc88 \uc131\uc7a5\uc740 ICT \ucd9c\ud558(Shipment: \uc2e4\uc81c\ub85c \ucd9c\uace0\u00b7\ubc30\uc1a1\ub41c \ubb3c\ub7c9) \ub370\uc774\ud130\uac00 \ubcf4\uc5ec\uc8fc\ub4ef AI(\uc778\uacf5\uc9c0\ub2a5)\uc640 \ubc18\ub3c4\uccb4 \uacbd\uae30 \uc0c1\uc2b9(\uc5c5\uc0ac\uc774\ud074: \ud638\ud669 \uad6d\uba74)\uc5d0 \uac15\ud558\uac8c \uc9d1\uc911\ub3fc \uc788\ub2e4. \ub354 \uad6c\uccb4\uc801\uc778 \uc804\ub7b5\uc740 TSMC \uac19\uc740 \uc5c5\uacc4 \ub300\ud615\uc8fc\uc758 \uc635\uc158(\uc815\ud574\uc9c4 \uae30\uac04 \uc548\uc5d0 \uc815\ud574\uc9c4 \uac00\uaca9\uc73c\ub85c \uc0ac\uace0\ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \uc0b4\ud3b4\ubcf4\ub294 \uac83\uc774\ub2e4. TSMC \uc8fc\uac00\ub294 \uc5f0\ucd08 \uc774\ud6c4 \uc774\ubbf8 20% \ub118\uac8c \uc62c\ub790\ub2e4. \uc6b0\ub9ac\ub294 \ubd88 \ucf5c \uc2a4\ud504\ub808\ub4dc(bull call spread: \ud589\uc0ac\uac00\uac00 \ub2e4\ub978 \ucf5c\uc635\uc158\uc744 \ud568\uaed8 \ub9e4\uc218\u00b7\ub9e4\ub3c4\ud574 \ube44\uc6a9\uc744 \uc904\uc774\uba74\uc11c \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5)\ub97c \ud65c\uc6a9\ud574 \uc774 \ud2b9\uc815 \uc5c5\uc885\uc758 \ucd94\uac00 \uac15\uc138\uc5d0 \ubca0\ud305\ud558\ub418 \uc635\uc158 \ube44\uc6a9(\ud504\ub9ac\ubbf8\uc5c4: \uc635\uc158 \uac00\uaca9) \ubd80\ub2f4\uc744 \uad00\ub9ac\ud560 \uc218 \uc788\ub2e4.  \n\n\ub2e4\ub9cc 2025\ub144 \ub9d0\uc758 \ub9e4\uc6b0 \uac15\ud55c \uc131\uc7a5 \uc774\ud6c4 \u201c\ud1b5\uacc4\uc801 \ub418\ub3cc\ub9bc\u201d \uacbd\uace0\ub97c \uace0\ub824\ud574\uc57c \ud55c\ub2e4. \uc774\ub7f0 \uac00\ud30c\ub978 \uc0c1\uc2b9(\ud30c\ub77c\ubcfc\ub9ad: \uae09\uaca9\ud788 \uce58\uc19f\ub294 \uc6c0\uc9c1\uc784)\uc740 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \ud754\ub4e4\ub9ac\ub294 \uc815\ub3c4) \ud655\ub300\uc640 \ud568\uaed8, \uc9e7\uc9c0\ub9cc \uae09\uaca9\ud55c \uc870\uc815(\uac00\uaca9\uc774 \ube60\ub974\uac8c \ub418\ubc00\ub9ac\ub294 \uad6c\uac04) \uac00\ub2a5\uc131\uc744 \ub192\uc778\ub2e4. \ud5a5\ud6c4 \uba87 \uc8fc \uc548\uc5d0 \uac11\uc791\uc2a4\ub7ec\uc6b4 \ud558\ub77d\uc5d0 \ub300\ube44\ud558\ub824\uba74, \ub9cc\uae30\uac00 \uc9e7\uc740 \ud48b\uc635\uc158(\ud314 \uad8c\ub9ac: \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc73c\ub85c \ubcf4\uc720 \ub871 \ud3ec\uc9c0\uc158(\uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud55c \ud3ec\uc9c0\uc158)\uc744 \uc77c\ubd80 \ud5e4\uc9c0(\uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc18\ub300 \ud3ec\uc9c0\uc158)\ud558\ub294 \uac83\uc774 \ub3c4\uc6c0\uc774 \ub420 \uc218 \uc788\ub2e4.  \n\n\uc911\uc559\uc740\ud589\uc774 \ub2f9\uc7a5 \uae08\ub9ac \uc778\uc0c1(\uae30\uc900\uae08\ub9ac\ub97c \uc62c\ub9ac\ub294 \uc870\uce58)\ubcf4\ub2e4 \uc120\ubcc4\uc801 \uc2e0\uc6a9 \uaddc\uc81c\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98\ub2e4\ub294 \uc810\uc740, \uc218\ucd9c \uc5d4\uc9c4\uc744 \ud574\uce58\uc9c0 \uc54a\uc73c\uba74\uc11c \ubd80\ub3d9\uc0b0 \uc2dc\uc7a5\uc744 \uc2dd\ud788\ub824\ub294 \uc758\ub3c4\ub85c \ud574\uc11d\ub41c\ub2e4. \uc774\ub294 \uae08\uc735\uc8fc\uc640 \ubd80\ub3d9\uc0b0 \uad00\ub828 \uc8fc\uc2dd\uc774 \uc2dc\uc7a5 \uc804\uccb4\ubcf4\ub2e4 \ubd80\uc9c4\ud560 \uc218 \uc788\uc74c\uc744 \ub73b\ud55c\ub2e4. \ub530\ub77c\uc11c \uc774\ub7f0 \ub0b4\uc218 \uc911\uc2ec \uc5c5\uc885\uc5d0 \uc5f0\ub3d9\ub41c \ud30c\uc0dd \ud3ec\uc9c0\uc158\uc740 \ube44\uc911\uc744 \ub0ae\uac8c \uc720\uc9c0\ud558\ub294 \uac83\uc774 \ubc14\ub78c\uc9c1\ud558\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>\ub300\ub9cc \uc131\uc7a5\ub960\uc774 \u2018\ub450 \ubc30\u2019\ub85c? \uc2a4\ud0e0\ub2e4\ub4dc\ucc28\ud0c0\ub4dc\ub294 2026 GDP \uc804\ub9dd\uc744 8.0%\ub85c \uc0c1\ud5a5(3.8%\u21928.0%). \ubc18\ub3c4\uccb4\u00b7ICT \uc218\ucd9c \uae09\uc99d(1\uc6d4 +70%)\uc774 \ub3d9\ub825, \ud1b5\ud654\u00b7\uc8fc\uc2dd \uac15\uc138 \uae30\ub300 \uc18d \ubcc0\ub3d9\uc131\uacfc \uc870\uc815 \uc704\ud5d8\ub3c4 \uacbd\uace0. &#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-38282","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\/38282","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=38282"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38282\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=38282"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=38282"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=38282"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}