{"id":38609,"date":"2026-02-18T23:32:03","date_gmt":"2026-02-18T23:32:03","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%97%b0%eb%b0%a9%ec%a4%80%eb%b9%84%ec%a0%9c%eb%8f%84fed-%ec%9d%98%ec%82%ac%eb%a1%9d-%ea%b3%b5%ea%b0%9c%eb%a5%bc-%ec%95%9e%eb%91%90%ea%b3%a0-%ec%a0%80%ea%b0%80-%eb%a7%a4%ec%88%98%ec%84%b8%ea%b0%80\/"},"modified":"2026-02-18T23:32:03","modified_gmt":"2026-02-18T23:32:03","slug":"%ec%97%b0%eb%b0%a9%ec%a4%80%eb%b9%84%ec%a0%9c%eb%8f%84fed-%ec%9d%98%ec%82%ac%eb%a1%9d-%ea%b3%b5%ea%b0%9c%eb%a5%bc-%ec%95%9e%eb%91%90%ea%b3%a0-%ec%a0%80%ea%b0%80-%eb%a7%a4%ec%88%98%ec%84%b8%ea%b0%80","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%97%b0%eb%b0%a9%ec%a4%80%eb%b9%84%ec%a0%9c%eb%8f%84fed-%ec%9d%98%ec%82%ac%eb%a1%9d-%ea%b3%b5%ea%b0%9c%eb%a5%bc-%ec%95%9e%eb%91%90%ea%b3%a0-%ec%a0%80%ea%b0%80-%eb%a7%a4%ec%88%98%ec%84%b8%ea%b0%80\/","title":{"rendered":"\uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed) \uc758\uc0ac\ub85d \uacf5\uac1c\ub97c \uc55e\ub450\uace0, \uc800\uac00 \ub9e4\uc218\uc138\uac00 \ub3cc\uc544\uc624\uba70 \ub2e4\uc6b0\uc9c0\uc218\uac00 300\ud3ec\uc778\ud2b8 \uc0c1\uc2b9\u2026\uc5d4\ube44\ub514\uc544-\uba54\ud0c0 \uac70\ub798\uac00 \uc0c1\uc2b9\uc138\ub97c \ub4b7\ubc1b\uce68"},"content":{"rendered":"\ubbf8\uad6d \uc8fc\uc2dd\uc740 3\uac70\ub798\uc77c \uc5f0\uc18d \uc0c1\uc2b9\ud588\ub2e4. \ub2e4\uc6b0\uc874\uc2a4 \uc0b0\uc5c5\ud3c9\uade0\uc9c0\uc218(DJIA, \ubbf8\uad6d \ub300\ud45c 30\uac1c \ub300\ud615\uc8fc\uc758 \ud3c9\uade0 \uc9c0\uc218)\ub294 \uc57d 300\ud3ec\uc778\ud2b8(0.65%) \uc62c\ub790\uace0, S&P 500(\ubbf8\uad6d \ub300\ud615\uc8fc 500\uac1c\ub85c \uad6c\uc131\ub41c \ub300\ud45c \uc9c0\uc218)\uc740 0.6% \uc0c1\uc2b9\ud588\uc73c\uba70, \ub098\uc2a4\ub2e5(\uae30\uc220\uc8fc \ube44\uc911\uc774 \ud070 \uc9c0\uc218)\uc740 \uc57d 0.5% \uc62c\ub790\ub2e4.\n\n\uc2dc\uc7a5\uc740 \ubbf8 \ub3d9\ubd80\uc2dc\uac04(ET, \ubbf8\uad6d \ub3d9\ubd80 \ud45c\uc900\uc2dc\uac04) \uc624\ud6c4 2\uc2dc\uc5d0 \uacf5\uac1c\ub418\ub294 \uc5f0\uc900(Fed, \ubbf8\uad6d \uc911\uc559\uc740\ud589)\uc758 1\uc6d4 \ud68c\uc758\ub85d(\ub2f9\uc2dc \ud68c\uc758\uc5d0\uc11c \uc5b4\ub5a4 \ub17c\uc758\uac00 \uc788\uc5c8\ub294\uc9c0 \uae30\ub85d\ud55c \ubb38\uc11c)\uc744 \uae30\ub2e4\ub838\ub2e4. \uc5f0\uc900\uc740 \uae30\uc900\uae08\ub9ac\ub97c 3.50%~3.75%\ub85c \uc720\uc9c0\ud588\uc73c\uba70, 3\uc6d4\uc5d0\ub3c4 \ub3d9\uacb0(\uae08\ub9ac \ubcc0\ub3d9 \uc5c6\uc74c) \ud655\ub960\uc774 \uc57d 90%\ub85c \ud3c9\uac00\ub410\ub2e4. \uccab \uae08\ub9ac \uc778\ud558(\uae08\ub9ac\ub97c \ub0b4\ub9ac\ub294 \uac83)\ub294 6\uc6d4 \uc774\uc804\uc5d0\ub294 \uae30\ub300\ub418\uc9c0 \uc54a\uc558\ub2e4.\n\n

AI \ud22c\uc790\uc640 \uc5f0\uc900 \uc774\uc288<\/h3>\n\uc5d4\ube44\ub514\uc544\ub294 \uba54\ud0c0\uac00 AI \uce69(\uc778\uacf5\uc9c0\ub2a5 \uacc4\uc0b0\uc5d0 \uc4f0\ub294 \ubc18\ub3c4\uccb4) \uad00\ub828 \uacc4\uc57d\uc744 \ud655\ub300\ud588\ub2e4\ub294 \uc18c\uc2dd \ud6c4 2% \ub118\uac8c \uc62c\ub790\ub2e4. \uba54\ud0c0\ub294 \ubbf8\uad6d \ub370\uc774\ud130\uc13c\ud130(\uc11c\ubc84\uac00 \ubaa8\uc5ec \uc788\ub294 \ub300\ud615 \uc2dc\uc124)\uc5d0 \uc5d4\ube44\ub514\uc544 \uce69\uc744 \uc218\ubc31\ub9cc \uac1c \ubc30\uce58\ud560 \uacc4\ud68d\uc774\uba70, \uc5ec\uae30\uc5d0\ub294 \uadf8\ub808\uc774\uc2a4 CPU(\uc911\uc559\ucc98\ub9ac\uc7a5\uce58, \ucef4\ud4e8\ud130\uc758 \u2018\ub450\ub1cc\u2019)\uc640 \ubca0\ub77c \ub8e8\ube48 GPU \uc2dc\uc2a4\ud15c(GPU, \uadf8\ub798\ud53d \ucc98\ub9ac\uc7a5\uce58\ub85c AI \ud559\uc2b5\u00b7\ucd94\ub860\uc5d0 \ud575\uc2ec)\uc774 \ud3ec\ud568\ub41c\ub2e4. \uc774 \uacc4\uc57d\uc740 \uc218\ubc31\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc124\uba85\ub410\ub2e4.\n\nAMD\ub294 \uac70\uc758 4% \ud558\ub77d\ud588\ub2e4. \uc544\ub9c8\uc874\uc740 \ud37c\uc2f1\uc2a4\ud018\uc5b4\uac00 4\ubd84\uae30 \uc9c0\ubd84(\ud68c\uc0ac \uc8fc\uc2dd \ubcf4\uc720 \ube44\uc728)\uc744 65% \ub298\ub838\ub2e4\ub294 \uc18c\uc2dd\uc5d0 \uac70\uc758 2% \uc62c\ub790\uace0, \uace8\ub4dc\ub9cc\uc0ad\uc2a4\ub294 \uac70\uc758 3% \uc0c1\uc2b9\ud588\ub2e4.\n\n\ud314\ub85c\uc54c\ud1a0 \ub124\ud2b8\uc6cd\uc2a4\ub294 2\ubd84\uae30 \uc870\uc815 \uc8fc\ub2f9\uc21c\uc774\uc775(EPS, \uc8fc\uc2dd 1\uc8fc\ub2f9 \ubc8c\uc5b4\ub4e4\uc778 \uc774\uc775\uc744 \uc870\uc815\ud574 \ubcf4\uc5ec\uc8fc\ub294 \uc218\uce58)\uc774 1.03\ub2ec\ub7ec, \ub9e4\ucd9c(Revenue, \ud310\ub9e4\ub85c \ubc8c\uc5b4\ub4e4\uc778 \ub3c8)\uc774 25\uc5b59,000\ub9cc \ub2ec\ub7ec\ub85c, \uc608\uc0c1\uce58(0.94\ub2ec\ub7ec, 25\uc5b58,000\ub9cc \ub2ec\ub7ec)\ub97c \uc6c3\ub3cc\uc558\uc74c\uc5d0\ub3c4 \uc57d 10% \ud558\ub77d\ud588\ub2e4. 3\ubd84\uae30 EPS \uc804\ub9dd\uc740 0.78~0.80\ub2ec\ub7ec\ub85c \uc2dc\uc7a5 \uc608\uc0c1\uce58(\ucee8\uc13c\uc11c\uc2a4, \uc5ec\ub7ec \uae30\uad00 \uc804\ub9dd\uc758 \ud3c9\uade0) 0.92\ub2ec\ub7ec\ub97c \ubc11\ub3cc\uc558\ub2e4. \uc8fc\uac00\ub294 \uc5f0\ucd08 \uc774\ud6c4 11% \ud558\ub77d\ud588\ub2e4.\n\n\ube44\uc6a9 \uc99d\uac00\ub294 250\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc0ac\uc774\ubc84\uc544\ud06c \uc778\uc218(CyberArk acquisition, \ub2e4\ub978 \ud68c\uc0ac\ub97c \uc0ac\ub4e4\uc774\ub294 \uac70\ub798)\uc640 30\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud06c\ub85c\ub178\uc2a4\ud53c\uc5b4(Chronosphere) \uac70\ub798\uc640 \uc5f0\uad00\ub41c \uac83\uc73c\ub85c \uc5b8\uae09\ub410\ub2e4. \uc5b4\ud50c\ub77c\uc774\ub4dc \ub514\uc9c0\ud138\uc740 \uc5d4\ube44\ub514\uc544\uac00 1\uc5b57,700\ub9cc \ub2ec\ub7ec \uaddc\ubaa8 \uc9c0\ubd84 \ud22c\uc790\ub97c \uc815\ub9ac\ud588\ub2e4\ub294 \uc18c\uc2dd \ud6c4 \uac70\uc758 8% \ud558\ub77d\ud588\ub2e4.\n\n

\uc2e4\uc801 \ubc1c\ud45c\uc640 \uc635\uc158 \ubcc0\ub3d9\uc131<\/h3>\n\uac00\ubbfc\uc740 \uc870\uc815 EPS 2.79\ub2ec\ub7ec, \ub9e4\ucd9c 21\uc5b52,000\ub9cc \ub2ec\ub7ec\ub85c \uc608\uc0c1\uce58(2.39\ub2ec\ub7ec, 20\uc5b51,000\ub9cc \ub2ec\ub7ec)\ub97c \uc6c3\ub3cc\uba70 \uae09\ub4f1\ud588\ub2e4. 2026\ub144 \uac00\uc774\ub358\uc2a4(\ud68c\uc0ac \uce21 \uc2e4\uc801 \uc804\ub9dd)\ub85c EPS 9.35\ub2ec\ub7ec, \ub9e4\ucd9c 79\uc5b5 \ub2ec\ub7ec\ub97c \uc81c\uc2dc\ud588\ub294\ub370, \uc774\ub294 \uc608\uc0c1\uce58(8.51\ub2ec\ub7ec, 74\uc5b5 \ub2ec\ub7ec)\ubcf4\ub2e4 \ub192\uc558\ub2e4.\n\n\uc719\uc2a4\ud1b1\uc740 \uc870\uc815 EPS 1.00\ub2ec\ub7ec\ub85c \uc608\uc0c1\uce58 0.84\ub2ec\ub7ec\ub97c \uc6c3\ub3cc\uba70 13% \ub118\uac8c \uc0c1\uc2b9\ud588\ub2e4. 4\ubd84\uae30 \ubbf8\uad6d \ub0b4 \uae30\uc874\uc810\ud3ec \ub9e4\ucd9c(same-store sales, \uc774\ubbf8 \uc6b4\uc601 \uc911\uc778 \ub9e4\uc7a5\uc758 \ub9e4\ucd9c \ubcc0\ud654) \uc740 5.8% \uac10\uc18c\ud588\uace0, 2026\ub144 \uac00\uc774\ub358\uc2a4\ub294 \u2018\ubcf4\ud569~\ud55c \uc790\ub9bf\uc218 \ucd08\ubc18 \uc131\uc7a5\u2019\uc774\uc5c8\ub2e4.\n\n\uae08\uc740 \uc628\uc2a4(ounce, \uadc0\uae08\uc18d \ubb34\uac8c \ub2e8\uc704)\ub2f9 5,000\ub2ec\ub7ec\ub97c \ub118\uc5b4 2\uc8fc \ucd5c\uace0\uce58 \ubd80\uadfc\uc5d0 \uc62c\ub790\ub2e4. \uc911\uad6d \uc911\uc559\uc740\ud589\uc740 1\uc6d4\uc5d0 15\uac1c\uc6d4 \uc5f0\uc18d\uc73c\ub85c \uae08\uc744 \ub9e4\uc785\ud588\uc73c\uba70, 1\uc6d4 \ub9d0 \ucf00\ube48 \uc6cc\uc2dc \uc9c0\uba85\uacfc \uad00\ub828\ub41c \uae09\ub77d \uc774\ud6c4\uc758 \ud750\ub984\uc73c\ub85c \uc5b8\uae09\ub410\ub2e4.\n\n\uc6d0\uc720\ub294 \ub7ec\uc2dc\uc544-\uc6b0\ud06c\ub77c\uc774\ub098 \uae34\uc7a5\uacfc \uc774\ub780 \ud575 \ud611\uc0c1 \uad00\ub828 \ubcf4\ub3c4\ub85c \ubc30\ub7f4(barrel, \uc11d\uc720 \uac70\ub798 \ub2e8\uc704)\ub2f9 \uac70\uc758 64\ub2ec\ub7ec\uae4c\uc9c0 2% \ub118\uac8c \uc0c1\uc2b9\ud588\ub2e4. 12\uc6d4 \uc8fc\ud0dd \ucc29\uacf5(housing starts, \uc0c8 \uc8fc\ud0dd \uacf5\uc0ac\ub97c \uc2dc\uc791\ud55c \ubb3c\ub7c9)\uc740 \uc5f0\uc728(annualised, 1\ub144 \uae30\uc900\uc73c\ub85c \ud658\uc0b0) 140\ub9cc \uac74\uc774\uc5c8\uc73c\uba70, \uc815\ubd80 \uc167\ub2e4\uc6b4(\uc815\ubd80 \uc5c5\ubb34 \uc77c\uc2dc \uc911\ub2e8)\uc73c\ub85c \ub2a6\uac8c \ubc1c\ud45c\ub410\ub2e4.\n\n\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>\n","protected":false},"excerpt":{"rendered":"

\ubbf8\uad6d \uc99d\uc2dc 3\uc77c \uc5f0\uc18d \uc0c1\uc2b9, \uc624\ub298\uc758 \ubcc0\uc218\ub294 \uc5f0\uc900 \uc758\uc0ac\ub85d! \uc5d4\ube44\ub514\uc544\u00b7\uba54\ud0c0 AI \ub3d9\ub9f9\uc5d0 \uae30\uc220\uc8fc \uc120\ubcc4\ud654, \uc2e4\uc801 \ubcc0\ub3d9\uc131 \ud655\ub300. \uae08 5,000\ub2ec\ub7ec\u00b7\uc720\uac00 64\ub2ec\ub7ec\ub85c \uc6d0\uc790\uc7ac \uac15\uc138\ub3c4 \uc8fc\ubaa9. – 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-38609","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\/38609","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=38609"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38609\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=38609"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=38609"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=38609"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}