{"id":39047,"date":"2026-02-25T03:35:04","date_gmt":"2026-02-25T03:35:04","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/bnp-%ed%8c%8c%eb%a6%ac%eb%b0%94%eb%8a%94-%ec%a4%91%ea%b5%ad%ec%9d%b4-%ec%95%88%eb%b3%b4%ec%99%80-%ec%84%b1%ec%9e%a5%ec%9d%84-%ec%9c%84%ed%95%b4-ai%eb%a5%bc-%ec%9a%b0%ec%84%a0%ec%88%9c%ec%9c%84\/"},"modified":"2026-02-25T03:35:04","modified_gmt":"2026-02-25T03:35:04","slug":"bnp-%ed%8c%8c%eb%a6%ac%eb%b0%94%eb%8a%94-%ec%a4%91%ea%b5%ad%ec%9d%b4-%ec%95%88%eb%b3%b4%ec%99%80-%ec%84%b1%ec%9e%a5%ec%9d%84-%ec%9c%84%ed%95%b4-ai%eb%a5%bc-%ec%9a%b0%ec%84%a0%ec%88%9c%ec%9c%84","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/bnp-%ed%8c%8c%eb%a6%ac%eb%b0%94%eb%8a%94-%ec%a4%91%ea%b5%ad%ec%9d%b4-%ec%95%88%eb%b3%b4%ec%99%80-%ec%84%b1%ec%9e%a5%ec%9d%84-%ec%9c%84%ed%95%b4-ai%eb%a5%bc-%ec%9a%b0%ec%84%a0%ec%88%9c%ec%9c%84\/","title":{"rendered":"BNP \ud30c\ub9ac\ubc14\ub294 \uc911\uad6d\uc774 \uc548\ubcf4\uc640 \uc131\uc7a5\uc744 \uc704\ud574 AI\ub97c \uc6b0\uc120\uc21c\uc704\uc5d0 \ub450\uace0 \uc788\uc73c\uba70, \uae30\uc220 \ub9ac\ub354\uc2ed\uc744 \ub458\ub7ec\uc2fc \uae00\ub85c\ubc8c \uacbd\uc7c1\uc774 \ub354\uc6b1 \uce58\uc5f4\ud574\uc9c0\uace0 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4."},"content":{"rendered":"\uc911\uad6d\uc740 \uae30\uc220 \uc8fc\ub3c4\uad8c\uc744 \ub113\ud788\uace0 \uad6d\uac00 \uc548\ubcf4\ub97c \uac15\ud654\ud558\uae30 \uc704\ud574 \uc778\uacf5\uc9c0\ub2a5(AI, \uc0ac\ub78c\ucc98\ub7fc \ud559\uc2b5\u00b7\ucd94\ub860\u00b7\ud310\ub2e8\uc744 \ud558\ub294 \ucef4\ud4e8\ud130 \uae30\uc220)\uc744 \uac1c\ubc1c\uacfc \uc548\ubcf4 \uacc4\ud68d\uc758 \uc911\uc2ec\uc5d0 \ub450\uace0 \uc788\ub2e4. \u201cAI+ \uc774\ub2c8\uc154\ud2f0\ube0c(\uc5ec\ub7ec \uc0b0\uc5c5\uc5d0 AI\ub97c \uacb0\ud569\ud574 \ud601\uc2e0\uc744 \ucd94\uc9c4\ud558\ub294 \uc815\ucc45)\u201d\uc640 2026\u20132030\ub144 5\uac1c\ub144 \uacc4\ud68d\uc740 AI\ub97c \uc6b0\uc120 \uacfc\uc81c\ub85c \uc0bc\uc744 \uc608\uc815\uc774\ub2e4.\n\n\uc774 \uc815\ucc45\uc740 \uc911\uad6d\uc774 \uc778\uad6c \uad6c\uc870 \ubcc0\ud654(\ub178\ub3d9\uc778\uad6c \uac10\uc18c \ub4f1)\uc640 \ud575\uc2ec \uc131\uc7a5 \ub3d9\ub825 \ubcc0\ud654\uc5d0 \uc9c1\uba74\ud55c \uc0c1\ud669\uc5d0\uc11c \uc0dd\uc0b0\uc131(\uac19\uc740 \uc790\uc6d0\uc73c\ub85c \ub354 \ub9ce\uc774 \ub9cc\ub4dc\ub294 \ub2a5\ub825)\uacfc \uc131\uc7a5\uc744 \ub4b7\ubc1b\uce68\ud558\ub824\ub294 \ubaa9\uc801\uc774\ub2e4. \uacbd\uc81c \uc804\ubc18\uc5d0 AI\ub97c \uc801\uc6a9(\ub3c4\uc785\u00b7\ud655\uc0b0)\ud558\ub294 \uac83\uc774 \uc774 \uc811\uadfc\uc758 \ud55c \ubd80\ubd84\uc774 \ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4.\n\n<h3>Chinas Global Ai Supply Chain Position<\/h3>\n\uc911\uad6d\uc758 \uae00\ub85c\ubc8c AI \uacf5\uae09\ub9dd(\uc5f0\uad6c\u00b7\ubd80\ud488\u00b7\uc0dd\uc0b0\u00b7\uc720\ud1b5\uae4c\uc9c0 \uc774\uc5b4\uc9c0\ub294 \uc5f0\uacb0 \uad6c\uc870)\uc5d0\uc11c\uc758 \uc704\uce58\ub294 \ud575\uc2ec \uc18c\uc7ac(\ucca8\ub2e8 \uc81c\ud488\uc5d0 \uaf2d \ud544\uc694\ud55c \uc7ac\ub8cc) \ud1b5\uc81c\uc640 \uc774\ubbf8 \uac16\ucdb0\uc9c4 AI \uc778\ud504\ub77c(\ub370\uc774\ud130\uc13c\ud130, \ud1b5\uc2e0\ub9dd, \uc11c\ubc84 \uac19\uc740 \uae30\ubc18 \uc2dc\uc124)\uc5d0 \uc758\ud574 \ub4b7\ubc1b\uce68\ub41c\ub2e4. \uc5d0\ub108\uc9c0\uc640 \uc790\ubcf8 \uc811\uadfc\uc131(\ud22c\uc790\uae08 \uc870\ub2ec\uc758 \uc26c\uc6c0)\ub3c4 \uac00\ub2a5 \uc694\uc778\uc73c\ub85c \uc5b8\uae09\ub41c\ub2e4.\n\n\ubbf8\uad6d\uacfc \ube44\uad50\ud558\uba74, \uc911\uad6d\uc740 \ucd5c\uadfc \uba87 \ub144 \ub3d9\uc548 \ub354 \ube60\ub978 \ud601\uc2e0(\uc0c8 \uae30\uc220\uc744 \ub354 \ube68\ub9ac \ub9cc\ub4e4\uace0 \uc801\uc6a9\ud558\ub294 \uac83)\uacfc \ub300\uaddc\ubaa8 \ud22c\uc790\ub85c \uaca9\ucc28\ub97c \uc904\uc5ec \uc654\ub2e4. \uc774 \uae00\uc740 \uc774\uac83\uc774 \uc911\uad6d\uc758 \uc138\uacc4 AI \uacbd\uc7c1\ub825\uc744 \ub192\uc600\ub2e4\uace0 \ub9d0\ud55c\ub2e4.\n\n\uc911\uad6d\uc774 \uacbd\uc81c\uc758 \uc911\uc2ec\uc744 AI\ub85c \uc62e\uae30\ub824\ub294 \uc804\ub7b5\uc740 \ubbf8\uad6d\uacfc\uc758 \uae30\uc220 \uacbd\uc7c1\uc744 \uacc4\uc18d \uac00\uc18d\ud560 \uac83\uc774\ub2e4. 2026\u20132030\ub144 5\uac1c\ub144 \uacc4\ud68d\uc758 \uc138\ubd80 \ub0b4\uc6a9\uc774 \uace7 \uacf5\uac1c\ub418\uba74, \ud2b9\uc815 \uae30\uc5c5\uc758 \uac00\uce58\ud3c9\uac00(\uc8fc\uac00\uc5d0 \ubc18\uc601\ub418\ub294 \uae30\uc5c5 \uac00\uce58)\ub97c \uc9c1\uc811 \ud754\ub4e4 \uc218 \uc788\ub294 \uc815\ubd80 \uc9c0\uc6d0 \uc815\ucc45\uc774 \uc5f0\uc774\uc5b4 \ub098\uc62c \uc218 \uc788\ub2e4. \uc774\ub294 \uc55e\uc73c\ub85c \uba87 \uc8fc \ub3d9\uc548 \uc635\uc158 \uc804\ub7b5(\ubbf8\ub798\uc758 \ud2b9\uc815 \uc2dc\uc810\uc5d0 \uc815\ud574\uc9c4 \uac00\uaca9\uc73c\ub85c \uc0ac\uace0\ud314 \uc218 \uc788\ub294 \uad8c\ub9ac\uc778 \u2018\uc635\uc158\u2019\uc744 \ud65c\uc6a9\ud55c \ub9e4\ub9e4)\uc744 \uc4f0\uae30 \uc88b\uc740 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \uc624\ub974\ub0b4\ub9ac\ub294 \uc815\ub3c4) \ud658\uacbd\uc744 \ub9cc\ub4e0\ub2e4.\n\n\ubc18\ub3c4\uccb4(\ucef4\ud4e8\ud130\u00b7\uc2a4\ub9c8\ud2b8\ud3f0\uc5d0 \ub4e4\uc5b4\uac00\ub294 \ud575\uc2ec \uce69) \uc5c5\uc885\uc740 \uc774 \uae34\uc7a5\uc744 \uac00\uc7a5 \uc9c1\uc811\uc801\uc73c\ub85c \uac70\ub798\ud558\ub294 \uc218\ub2e8\uc774\ub2e4. 2025\ub144\uc5d0\ub294 \ubbf8\uad6d \uc6cc\uc2f1\ud134\uc758 \uc218\ucd9c \ud1b5\uc81c(\ud2b9\uc815 \uae30\uc220\u00b7\uc81c\ud488\uc758 \ud574\uc678 \ud310\ub9e4\ub97c \uc81c\ud55c\ud558\ub294 \uaddc\uc81c) \ud655\ub300\uac00 \uc911\uad6d\uc758 \ucca8\ub2e8 \uce69 \uc811\uadfc\uc744 \uc81c\ud55c\ud574, \uc911\uad6d\uc774 \uad6d\ub0b4\uc5d0 \ub9c9\ub300\ud55c \ud22c\uc790\ub97c \ud588\uc74c\uc5d0\ub3c4 \uc9c4\uc804\uc744 \ub2a6\ucd98 \uac83\uc744 \ud655\uc778\ud588\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \uc0c8\ub85c\uc6b4 \uc81c\ud55c\uc774 \ub098\uc624\ub294\uc9c0 \uc8fc\uc2dc\ud574\uc57c \ud558\uba70, \uc774\ub294 \uc5d4\ube44\ub514\uc544(NVIDIA)\uc640 AMD \uac19\uc740 \ubbf8\uad6d \ubc18\ub3c4\uccb4 \uae30\uc5c5\uc758 \ub0b4\uc7ac \ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u2018\uc55e\uc73c\ub85c\uc758 \ubcc0\ub3d9\u2019 \uc608\uc0c1\uce58)\uc744 \ub192\uc774\uace0, SMIC \uac19\uc740 \uc911\uad6d \ub300\ud45c \uae30\uc5c5\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \uc2ec\ub9ac(\ud22c\uc790\uc790\ub4e4\uc758 \uae30\ub300\uc640 \ubd88\uc548)\ub97c \uc545\ud654\uc2dc\ud0ac \uc218 \uc788\ub2e4.\n\n<h3>Critical Materials And Market Volatility<\/h3>\n\uc911\uad6d\uc758 \ud575\uc2ec \uc18c\uc7ac \uc9c0\ubc30\ub825\ub3c4 \uc911\uc694\ud55c \ubcc0\uc218\ub2e4. 2025\ub144 \uae30\uc900 \uc911\uad6d\uc758 \uc804 \uc138\uacc4 \ud76c\ud1a0\ub958(\uc790\uc11d\u00b7\ubc30\ud130\ub9ac\u00b7\ucca8\ub2e8 \ubd80\ud488\uc5d0 \uc4f0\uc774\ub294 \uae08\uc18d) \uc0dd\uc0b0 \ube44\uc911\uc740 70%\ub97c \ub118\uc5c8\uace0, \uac08\ub968\uacfc \uac8c\ub974\ub9c8\ub284(\ubc18\ub3c4\uccb4\u00b7\ud1b5\uc2e0 \ubd80\ud488\uc5d0 \uc4f0\uc774\ub294 \uae08\uc18d)\uc758 \uc218\ucd9c \uc81c\ud55c\uc774 \uacf5\uae09 \ucda9\uaca9(\ubb3c\ub7c9 \ubd80\uc871\uc73c\ub85c \uac00\uaca9\uacfc \uc0dd\uc0b0\uc774 \ud754\ub4e4\ub9ac\ub294 \ud604\uc0c1)\uc744 \ub9cc\ub4e0 \ubc14 \uc788\ub2e4. \uae30\uc220 \uacbd\uc7c1\uc774 \ub354 \uaca9\ud654\ub418\uba74 \ucd94\uac00 \ud1b5\uc81c\uac00 \ub098\uc62c \uc218 \uc788\uc73c\uba70, \uc774\ub294 \uc911\uad6d \ubc16\uc5d0\uc11c \uc6b4\uc601\ud558\ub294 \uad11\uc0b0 \uae30\uc5c5\uc758 \uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\uae30 \uc704\ud574 \ud30c\uc0dd\uc0c1\ud488(\uc8fc\uc2dd\u00b7\uc9c0\uc218\u00b7\uc6d0\uc790\uc7ac \uac00\uaca9\uc5d0 \uc5f0\ub3d9\ub418\ub294 \uae08\uc735\uc0c1\ud488) \ud65c\uc6a9 \uae30\ud68c\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub2e4.\n\n\uc774 \uc9c0\uc815\ud559\uc801 \ub9c8\ucc30\uc740 \uac1c\ubcc4 \uc885\ubaa9\ubfd0 \uc544\ub2c8\ub77c \uad11\ubc94\uc704\ud55c \uc9c0\uc218(\uc2dc\uc7a5 \uc804\uccb4\ub97c \ub098\ud0c0\ub0b4\ub294 \uc9c0\ud45c)\uc5d0\ub3c4 \uc601\ud5a5\uc744 \uc900\ub2e4. 2025\ub144 \ub3d9\uc548 \ubbf8\uad6d\uc758 \ub300\uc911 \uae30\uc220 \uc81c\uc7ac(\ud2b9\uc815 \uad6d\uac00\u00b7\uae30\uc5c5\uc758 \uae30\uc220 \uc811\uadfc\uc744 \ub9c9\ub294 \uc870\uce58) \ubc1c\ud45c\ub294 \ubc18\ubcf5\uc801\uc73c\ub85c VIX(\ubbf8\uad6d \uc99d\uc2dc\uc758 \uacf5\ud3ec\uc9c0\uc218\ub85c \ubd88\ub9ac\ub294 \ubcc0\ub3d9\uc131 \uc9c0\uc218)\ub97c 5~10% \ub6f0\uac8c \ud588\uace0, \uc774\ub294 \uc2dc\uc7a5 \ubd88\uc548\uc744 \ubcf4\uc5ec\uc900\ub2e4. \uc774\ub7f0 \ud328\ud134\uc740 \ud22c\uc790\uc790\uac00 \ub2e8\uae30 VIX \ucf5c\uc635\uc158(\uc624\ub97c \ub54c \uc774\uc775\uc774 \ub098\ub294 \uc635\uc158)\uc774\ub098 \ub098\uc2a4\ub2e5 100 \ud48b\uc635\uc158(\ub0b4\ub9b4 \ub54c \uc774\uc775\uc774 \ub098\ub294 \uc635\uc158)\uc744 \uc0ac\uc11c \uc704\ud5d8\uc744 \uc904\uc774\uac70\ub098 \ub2e4\uc74c \uc815\ucc45 \ubcc0\ud654\ub97c \ub178\ub9ac\ub294 \ub370 \ud65c\uc6a9\ud560 \uc218 \uc788\ub2e4.\n\n\ub300\ud615 \uae30\uc220\uc8fc\uc758 \uc131\uacfc\ub294 \uc774 \uac08\ub4f1\uc5d0 \uc5bc\ub9c8\ub098 \ub178\ucd9c\ub410\ub294\uc9c0\uc5d0 \ub530\ub77c \uac08\ub9b4 \uc218 \uc788\ub2e4. \uc791\ub144\uc5d0\ub294 CHIPS \ubc95(\ubbf8\uad6d\uc758 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \uc9c0\uc6d0 \ubc95)\uc73c\ub85c \ud22c\uc790 \ud655\ub300\uac00 \uc774\ub904\uc9c0\uba70 \ubbf8\uad6d \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\uc774 \ud61c\ud0dd\uc744 \ubd24\ub294\ub370, \uc774 \ubc95\uc740 \ud604\uc7ac\uae4c\uc9c0 \ubbf8\uad6d \ub0b4 \uc81c\uc870\uc5d0 390\uc5b5 \ub2ec\ub7ec(\uc57d 390\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8)\ub97c \ud22c\uc785\ud558\uae30\ub85c \ud588\ub2e4. \uc774\ub294 \ud398\uc5b4 \ud2b8\ub808\uc774\ub4dc(\ub450 \uc790\uc0b0\uc744 \ud568\uaed8 \ub9e4\ub9e4\ud574 \ucc28\uc774\ub97c \ub178\ub9ac\ub294 \uc804\ub7b5) \uae30\ud68c\ub97c \ub9cc\ub4e4 \uc218 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \ubbf8\uad6d AI \uc120\ub3c4 \uae30\uc5c5\uc744 \ub9e4\uc218(\ub871)\ud558\ub294 \ub3d9\uc2dc\uc5d0, \uacf5\uae09\ub9dd \uc81c\uc7ac\uc5d0 \ub354 \ucde8\uc57d\ud55c \uc911\uad6d\uc758 \uc720\uc0ac \uae30\uc5c5\uc744 \ub9e4\ub3c4(\uc20f)\ud558\ub294 \ubc29\uc2dd\uc774\ub2e4.\n\n<b><a href=\"https:\/\/www.vtmarkets.com\/trade-now\/\">VT Markets \uc2e4\uacc4\uc88c\ub97c \ub9cc\ub4e4\uae30<\/a>\u00a0and\u00a0<a href=\"https:\/\/myaccount.vtmarkets.com\/login\">\uc9c0\uae08 \uac70\ub798 \uc2dc\uc791\ud558\uae30<\/a>\u00a0now. <\/b>\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>AI\ub97c \ub458\ub7ec\uc2fc \ubbf8\uc911 \ud328\uad8c\uc804, \uc2dc\uc7a5\uc740 \uc5b4\ub5bb\uac8c \ud754\ub4e4\ub9b4\uae4c? \uc911\uad6d\uc740 AI+\uc640 2026~2030 \uacc4\ud68d\uc73c\ub85c AI \uc911\uc2ec \uc131\uc7a5\u00b7\uc548\ubcf4 \uac15\ud654. \uacf5\uae09\ub9dd\u00b7\ud76c\ud1a0\ub958\u00b7\ubc18\ub3c4\uccb4 \uc81c\uc7ac\uac00 \ubcc0\ub3d9\uc131, \uc635\uc158\u00b7VIX \uae30\ud68c. &#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-39047","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\/39047","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=39047"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39047\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=39047"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=39047"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=39047"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}