{"id":39036,"date":"2026-02-25T01:33:31","date_gmt":"2026-02-25T01:33:31","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/mufg%ec%9d%98-%eb%a7%88%ec%9d%b4%ed%81%b4-%ec%99%84%ec%9d%80-%ed%8a%b8%eb%9f%bc%ed%94%84-%ec%8b%9c%eb%8c%80-%eb%af%b8%ea%b5%ad%ec%9d%98-%ea%b4%80%ec%84%b8-%ec%a1%b0%ec%82%ac%ec%99%80-%eb%b6%88\/"},"modified":"2026-02-25T01:33:31","modified_gmt":"2026-02-25T01:33:31","slug":"mufg%ec%9d%98-%eb%a7%88%ec%9d%b4%ed%81%b4-%ec%99%84%ec%9d%80-%ed%8a%b8%eb%9f%bc%ed%94%84-%ec%8b%9c%eb%8c%80-%eb%af%b8%ea%b5%ad%ec%9d%98-%ea%b4%80%ec%84%b8-%ec%a1%b0%ec%82%ac%ec%99%80-%eb%b6%88","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/mufg%ec%9d%98-%eb%a7%88%ec%9d%b4%ed%81%b4-%ec%99%84%ec%9d%80-%ed%8a%b8%eb%9f%bc%ed%94%84-%ec%8b%9c%eb%8c%80-%eb%af%b8%ea%b5%ad%ec%9d%98-%ea%b4%80%ec%84%b8-%ec%a1%b0%ec%82%ac%ec%99%80-%eb%b6%88\/","title":{"rendered":"MUFG\uc758 \ub9c8\uc774\ud074 \uc644\uc740 \ud2b8\ub7fc\ud504 \uc2dc\ub300 \ubbf8\uad6d\uc758 \uad00\uc138 \uc870\uc0ac\uc640 \ubd88\ud655\uc2e4\uc131 \uc18d\uc5d0\uc11c 2026\ub144 \ucd08 \uc218\ucd9c \uc99d\uac00\uac00 \uc544\uc2dc\uc544 \ud1b5\ud654\ub97c \ub4b7\ubc1b\uce68\ud55c\ub2e4\uace0 \ub9d0\ud55c\ub2e4."},"content":{"rendered":"MUFG\ub294 2026\ub144 \ucd08 \uc544\uc2dc\uc544\uc758 \uc218\ucd9c\uc774 \ub354 \uac15\ud574\uc84c\ub2e4\uace0 \ubcf4\uace0\ud588\uc73c\uba70, \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uc758 \uc0c8\ub85c\uc6b4 \ubbf8\uad6d \uad00\uc138 \uc870\uc0ac\ub85c \ubd88\ud655\uc2e4\uc131\uc774 \uc788\uc74c\uc5d0\ub3c4 \uc5ec\ub7ec \uc9c0\uc5ed \ud1b5\ud654\ub97c \uc9c0\uc9c0\ud55c\ub2e4\uace0 \ubd24\ub2e4. MUFG\ub294 2026\ub144 \uc0c1\ubc18\uae30(1H2026)\uc5d0 \uc544\uc2dc\uc544 \uc218\ucd9c \uc99d\uac00 \uc18d\ub3c4\uac00 \ub354 \ube68\ub77c\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba70, \uc778\ub3c4 \ub8e8\ud53c(INR)\uc640 \uc778\ub3c4\ub124\uc2dc\uc544 \ub8e8\ud53c\uc544(IDR)\ubcf4\ub2e4 \uc218\ucd9c \uc911\uc2ec \ud1b5\ud654\uc5d0 \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4\uace0 \ud588\ub2e4.\n\n\ubcf4\uace0\uc11c\ub294 \ubbf8\uad6d\uc774 \ubb34\uc5ed\ud655\uc7a5\ubc95 232\uc870(Section 232, \uad6d\uac00\uc548\ubcf4\ub97c \uc774\uc720\ub85c \uc218\uc785\ud488\uc744 \uc870\uc0ac\ud574 \uad00\uc138 \uac19\uc740 \uc870\uce58\ub97c \ud560 \uc218 \uc788\uac8c \ud558\ub294 \uaddc\uc815)\ub97c \uc0ac\uc6a9\ud574 \ubc30\ud130\ub9ac, \uc8fc\ucca0 \ubc0f \ucca0\uc81c \ud53c\ud305(\ubc30\uad00 \uc5f0\uacb0 \ubd80\ud488), \uc804\ub825\ub9dd \uc7a5\ube44(\uc804\uae30\ub97c \ubcf4\ub0b4\ub294 \uc124\ube44), \ud1b5\uc2e0 \uc7a5\ube44, \ud50c\ub77c\uc2a4\ud2f1 \ubc0f \ud50c\ub77c\uc2a4\ud2f1 \ubc30\uad00, \uc0b0\uc5c5\uc6a9 \ud654\ud559\uc81c\ud488 \ub4f1\uc744 \uc870\uc0ac\ud560 \uacc4\ud68d\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4. \ub610\ud55c \ubb34\uc5ed\ubc95 301\uc870(Section 301, \uc0c1\ub300\uad6d \uc870\uce58\uac00 \ucc28\ubcc4\uc801\uc774\ub77c\uace0 \ud310\ub2e8\ub418\uba74 \ubcf4\ubcf5 \uad00\uc138 \ub4f1 \ub300\uc751\uc744 \ud560 \uc218 \uc788\ub294 \uaddc\uc815) \uc870\uc0ac\ub3c4 \uc5b8\uae09\ud588\ub2e4.\n\n

Asias Export Momentum Builds<\/h3>\nMUFG\ub294 \uadfc\ubb34\uc77c \uc218\ub97c \uc870\uc815\ud55c \uae30\uc900\uc73c\ub85c, 2\uc6d4 \uccab 20\uc77c \ub3d9\uc548 \ud0dc\uad6d \uc218\ucd9c\uc774 \uc804\ub144 \ub300\ube44 25% \uc99d\uac00\ud588\uace0 \ud55c\uad6d \uc218\ucd9c\uc774 \uc804\ub144 \ub300\ube44 47% \uc99d\uac00\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4. MUFG\ub294 \uc774\ub7f0 \ud750\ub984\uc744 \u2018\uc120\ud589 \uc9c0\ud45c(lead indicators, \uc55e\uc73c\ub85c\uc758 \uacbd\uae30\ub098 \uc218\uc694\ub97c \ubbf8\ub9ac \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\u2019\uc778 \uc0b0\uc5c5\uc6a9 \uae08\uc18d \uac00\uaca9\uacfc, AI(\uc778\uacf5\uc9c0\ub2a5) \ubc0f \uc804\uc790\uc81c\ud488 \uc218\uc694\uc640 \uc5f0\uacb0\ub41c \uc218\uc694 \uc99d\uac00\uc640 \uc5f0\uad00 \uc9c0\uc5c8\ub2e4.\n\n\ubcf4\uace0\uc11c\ub294 \uc6d0\ud654(KRW), \ub9d0\ub808\uc774\uc2dc\uc544 \ub9c1\uae43(MYR), \uadf8\ub9ac\uace0 \uc5b4\ub290 \uc815\ub3c4\ub294 \uc704\uc548\ud654(CNY)\uc5d0 \uc9c0\uc9c0 \uc694\uc778\uc774 \uc788\ub2e4\uace0 \ubd24\ub2e4. \ubc18\uba74 \uc778\ub3c4 \ub8e8\ud53c(INR)\uc640 \uc778\ub3c4\ub124\uc2dc\uc544 \ub8e8\ud53c\uc544(IDR)\ub294 \uc0c1\ub300\uc801\uc73c\ub85c \ubd80\uc9c4\ud560 \uc218 \uc788\ub2e4\uace0 \ud588\ub2e4.\n\n\uc0c8\ub85c\uc6b4 \ubbf8\uad6d \uad00\uc138 \uc870\uc0ac\ub85c \uc2dc\uc7a5 \uc18c\uc74c\uc774 \ucee4\uc84c\uc9c0\ub9cc, \uc544\uc2dc\uc544\uc5d0 \uc911\uc694\ud55c \ud575\uc2ec\uc740 2026\ub144 \ucd08\ubd80\ud130 \ub098\ud0c0\ub09c \uc218\ucd9c \uae09\uc99d\uc774\ub2e4. \uc774 \ud750\ub984\uc740 MUFG\uac00 \ucd94\uc801\ud558\ub294 \uc120\ud589 \uc9c0\ud45c\uc640\ub3c4 \uc798 \ub9de\uc544, \uc801\uc5b4\ub3c4 \uc0c1\ubc18\uae30\uae4c\uc9c0 \uc544\uc2dc\uc544 \uc218\ucd9c \uc99d\uac00\uac00 \ub354 \ube68\ub77c\uc9c8 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc774\ub7f0 \uac15\uc138\ub294 \uc9c0\uc5ed \ud1b5\ud654 \uc0ac\uc774\uc5d0 \ub69c\ub837\ud55c \ucc28\uc774\ub97c \ub9cc\ub4e4\uace0 \uc788\ub2e4.\n\n\uc774 \uad00\uc810\uc744 \ub4b7\ubc1b\uce68\ud558\ub294 \ub370\uc774\ud130\ub294 \uc124\ub4dd\ub825\uc774 \ud06c\uba70, \ud2b9\ud788 AI \ud655\uc0b0(boom, \ube60\ub978 \uc131\uc7a5)\uc73c\ub85c \uc218\uc694\uac00 \uac15\ud55c \uc804\uc790 \uc0b0\uc5c5\uc774 \ub450\ub4dc\ub7ec\uc9c4\ub2e4. \ud55c\uad6d\uc758 2\uc6d4 \ucd5c\uc885 \uc218\ucd9c \uc218\uce58\ub294 \uc804\ub144 \ub300\ube44 41.5% \uae09\uc99d\uc744 \ud655\uc778\ud574\uc92c\uace0, \uc774\ub294 \uc8fc\ub85c \ubc18\ub3c4\uccb4 \ucd9c\ud558(shipments, \uc2e4\uc81c\ub85c \ucd9c\uace0\u00b7\uc218\ucd9c\ub41c \ubb3c\ub7c9)\uac00 60% \uc774\uc0c1 \ub298\uc5b4\ub09c \uc601\ud5a5\uc774 \ucef8\ub2e4. \uc774\ub294 \uae00\ub85c\ubc8c \ud750\ub984\uacfc\ub3c4 \uc77c\uce58\ud55c\ub2e4. \ubc18\ub3c4\uccb4\uc0b0\uc5c5\ud611\ud68c(Semiconductor Industry Association)\ub294 2026\ub144 1\uc6d4 \uae00\ub85c\ubc8c \ub9e4\ucd9c\uc774 \uc804\ub144 \ub300\ube44 20% \uc99d\uac00\ud588\ub2e4\uace0 \ubc1d\ud614\uace0, \uc774\ub294 2024\ub144 \ub9d0\ubd80\ud130 \uc774\uc5b4\uc9c4 \uc131\uc7a5 \ud750\ub984\uc774 \uacc4\uc18d\ub418\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4.\n\n

Positioning For Currency Divergence<\/h3>\n\uc774 \uc81c\uc870\uc5c5 \uac15\uc138\ub294 \uc0b0\uc5c5\uc6a9 \uae08\uc18d \uac00\uaca9\uc5d0\ub3c4 \ubc18\uc601\ub418\uace0 \uc788\ub294\ub370, \uc774\ub294 \uae00\ub85c\ubc8c \uacbd\uc81c\ub97c \ubbf8\ub9ac \ubcf4\uc5ec\uc8fc\ub294 \ube44\uad50\uc801 \ubbff\uc744 \ub9cc\ud55c \uc9c0\ud45c\ub2e4. \ub7f0\ub358\uae08\uc18d\uac70\ub798\uc18c(London Metal Exchange, \uae08\uc18d\uc744 \uac70\ub798\ud558\ub294 \uad6d\uc81c \uc2dc\uc7a5)\uc5d0\uc11c \uad6c\ub9ac \uac00\uaca9\uc740 \ucd5c\uadfc \ud1a4\ub2f9 10,500\ub2ec\ub7ec\ub97c \ub118\uc5b4 2\ub144 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\uc73c\uba70, \uc774\ub294 2024\ub144 \ucd08 \ud68c\ubcf5 \uad6d\uba74 \uc774\ud6c4 \ucc98\uc74c\uc774\ub2e4. \uc774\ub294 \uc804 \uc138\uacc4 \uacf5\uc7a5\ub4e4\uc774 \uc0dd\uc0b0\uc744 \ub298\ub9ac\uace0 \uc788\ub2e4\ub294 \uc2e0\ud638\uc774\uba70, \uc774\ub294 \uc218\ucd9c \uc911\uc2ec\uc758 \uc544\uc2dc\uc544 \uacbd\uc81c\uc5d0 \uc9c1\uc811\uc801\uc73c\ub85c \uc720\ub9ac\ud558\ub2e4.\n\n\ub2e4\ub9cc \uac70\ub798\uc790(traders, \uae08\uc735\uc0c1\ud488\uc744 \uc0ac\uace0\ud30c\ub294 \uc0ac\ub78c)\ub294 \uc0c8 \ubbf8\uad6d \ud589\uc815\ubd80\uc758 \ubb34\uc5ed \uc815\ucc45\uc5d0\uc11c \ub098\uc624\ub294 \u2018\ud5e4\ub4dc\ub77c\uc778 \ub9ac\uc2a4\ud06c(headline risk, \ub274\uc2a4 \uc81c\ubaa9 \uac19\uc740 \ub3cc\ubc1c \ub274\uc2a4\ub85c \uac00\uaca9\uc774 \uae09\ubcc0\ud558\ub294 \uc704\ud5d8)\u2019\uc5d0 \uc8fc\uc758\ud574\uc57c \ud55c\ub2e4. \uc5ec\ub7ec \uc0b0\uc5c5\uc7ac\uc5d0 \ub300\ud55c 232\uc870\u00b7301\uc870 \uc870\uc0ac \uc774\uc57c\uae30\uac00 \uc774\uc5b4\uc9c0\uba74\uc11c \ud1b5\ud654 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud754\ub4e4\ub9ac\ub294 \uc815\ub3c4)\uc740 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud588\uace0, VIX \uc9c0\uc218(VIX index, \uc2dc\uc7a5\uc758 \u2018\uacf5\ud3ec\uc9c0\uc218\u2019\ub85c \ubd88\ub9ac\uba70 \ubcc0\ub3d9\uc131 \uc218\uc900\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 19 \uadfc\ucc98\uc5d0 \uba38\ubb3c\ub800\ub2e4. \uc774\ub294 2025\ub144 \ub300\ubd80\ubd84 \uae30\uac04\uc5d0 \ubcf4\uc600\ub358 \ub354 \ucc28\ubd84\ud55c \uc218\uc900\ubcf4\ub2e4 \ub208\uc5d0 \ub744\ub294 \uc0c1\uc2b9\uc774\ub2e4. \uc989, \u2018\ub871 \ud3ec\uc9c0\uc158(long positions, \uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud574 \ub9e4\uc218\ub85c \uc7a1\ub294 \ud3ec\uc9c0\uc158)\u2019\uc740 \uc815\uce58 \uc774\uc288\ub85c \uc778\ud55c \uae09\uaca9\ud55c \ud754\ub4e4\ub9bc\uc744 \uacaa\uc744 \uc218 \uc788\ub2e4.\n\n\uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 \ud30c\uc0dd\uc0c1\ud488 \uc804\ub7b5(derivative strategies, \uc635\uc158\u00b7\uc120\ubb3c\ucc98\ub7fc \uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc5d0 \ub530\ub77c \uac00\uce58\uac00 \ubc14\ub00c\ub294 \uc0c1\ud488\uc744 \uc774\uc6a9\ud55c \uc804\ub7b5)\uc774 \uc218\ucd9c \uc911\uc2ec \ud1b5\ud654\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd94\ub294 \ud3b8\uc774 \ub0ab\ub2e4. MUFG\ub294 \ud55c\uad6d \uc6d0\ud654(KRW)\uc640 \ub9d0\ub808\uc774\uc2dc\uc544 \ub9c1\uae43(MYR)\uc5d0 \ub300\ud574 \ucf5c\uc635\uc158(call options, \uc77c\uc815 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac) \ub9e4\uc218 \ub610\ub294 \uc120\ubb3c(futures, \uc815\ud574\uc9c4 \uac00\uaca9\uacfc \uc2dc\uc810\uc5d0 \uc0ac\uace0\ud314\uae30\ub85c \uc57d\uc18d\ud558\ub294 \uac70\ub798) \u2018\ub871\u2019 \ud3ec\uc9c0\uc158\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \uc774 \ud1b5\ud654\ub4e4\uc740 \uc804\uc790\u00b7\uc81c\uc870\uc5c5 \uc0c1\uc2b9 \ud750\ub984\uc758 \uc218\ud61c\ub97c \ubc1b\uae30 \uc88b\ub2e4.\n\n\ub3d9\uc2dc\uc5d0 \uc778\ub3c4 \ub8e8\ud53c(INR), \uc778\ub3c4\ub124\uc2dc\uc544 \ub8e8\ud53c\uc544(IDR)\ucc98\ub7fc \ub0b4\uc218 \ube44\uc911\uc774 \ud06c\uac70\ub098 \ubb34\uc5ed \uad6c\uc870\uac00 \ub2e4\ub978 \ud1b5\ud654\ub294 \ud53c\ud558\ub294 \ud3b8\uc774 \ub0ab\ub2e4\uace0 \ud588\ub2e4. \ucd5c\uadfc \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 \uc778\ub3c4\uc758 \ubb3c\uac00\uc0c1\uc2b9\ub960(inflation, \ubb3c\uac00\uac00 \uc624\ub974\ub294 \uc815\ub3c4)\uc740 \uc911\uc559\uc740\ud589 \ubaa9\ud45c\ub97c \uc6c3\ub3c4\ub294 \uc218\uc900\uc5d0\uc11c \uc798 \ub0b4\ub824\uc624\uc9c0 \uc54a\uc558\uace0, \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \ubb34\uc5ed\uc218\uc9c0 \ud751\uc790(trade surplus, \uc218\ucd9c\uc774 \uc218\uc785\ubcf4\ub2e4 \ub9ce\uc740 \uc0c1\ud0dc)\ub294 1\uc6d4\uc5d0 \uc904\uc5c8\ub2e4. \u2018\ud398\uc5b4 \ud2b8\ub808\uc774\ub4dc(pairs trade, \ub450 \uc790\uc0b0\uc744 \ub3d9\uc2dc\uc5d0 \ub9e4\uc218\u00b7\ub9e4\ub3c4\ud574 \uc0c1\ub300 \uc131\uacfc \ucc28\uc774\uc5d0 \ubca0\ud305\ud558\ub294 \uac70\ub798)\u2019\ub85c \uc608\ub97c \ub4e4\uc5b4 \u2018\uc6d0\ud654 \ub9e4\uc218(\ub871) \/ \uc778\ub3c4 \ub8e8\ud53c \ub9e4\ub3c4(\uc20f)\u2019\ub97c \uc7a1\ub294 \ubc29\uc2dd\uc740 \uc774\ub7f0 \uc9c0\uc5ed \ub0b4 \ucc28\uc774\ub97c \ud65c\uc6a9\ud558\ub294 \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\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":"

AI\u00b7\ubc18\ub3c4\uccb4 \ud638\ud669\uc5d0 \uc544\uc2dc\uc544 \uc218\ucd9c\uc774 2026\ub144 \uc0c1\ubc18\uae30 \uac00\uc18d\u2014\ud0dc\uad6d\u00b7\ud55c\uad6d \uae09\uc99d\uc774 KRW\u00b7MYR\u00b7CNY\ub97c \uc9c0\uc9c0. \ud558\uc9c0\ub9cc \ubbf8\uad6d 232\u00b7301 \uad00\uc138 \uc870\uc0ac\ub85c \ubcc0\ub3d9\uc131\uc740 \ucee4\uc9c0\uace0 INR\u00b7IDR\ub294 \ubd80\uc9c4 \uac00\ub2a5. – 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-39036","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\/39036","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=39036"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39036\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=39036"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=39036"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=39036"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}