{"id":39137,"date":"2026-02-26T00:33:32","date_gmt":"2026-02-26T00:33:32","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%8b%a0%ec%a4%91%ed%95%9c-%eb%82%99%ea%b4%80%eb%a1%a0-%ec%86%8d%ec%97%90-%eb%8b%a4%ec%9a%b0%ec%a1%b4%ec%8a%a4-%ec%82%b0%ec%97%85%ed%8f%89%ea%b7%a0%ec%a7%80%ec%88%98djia%eb%8a%94-200%ed%8f%ac\/"},"modified":"2026-02-26T00:33:32","modified_gmt":"2026-02-26T00:33:32","slug":"%ec%8b%a0%ec%a4%91%ed%95%9c-%eb%82%99%ea%b4%80%eb%a1%a0-%ec%86%8d%ec%97%90-%eb%8b%a4%ec%9a%b0%ec%a1%b4%ec%8a%a4-%ec%82%b0%ec%97%85%ed%8f%89%ea%b7%a0%ec%a7%80%ec%88%98djia%eb%8a%94-200%ed%8f%ac","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%8b%a0%ec%a4%91%ed%95%9c-%eb%82%99%ea%b4%80%eb%a1%a0-%ec%86%8d%ec%97%90-%eb%8b%a4%ec%9a%b0%ec%a1%b4%ec%8a%a4-%ec%82%b0%ec%97%85%ed%8f%89%ea%b7%a0%ec%a7%80%ec%88%98djia%eb%8a%94-200%ed%8f%ac\/","title":{"rendered":"\uc2e0\uc911\ud55c \ub099\uad00\ub860 \uc18d\uc5d0 \ub2e4\uc6b0\uc874\uc2a4 \uc0b0\uc5c5\ud3c9\uade0\uc9c0\uc218(DJIA)\ub294 200\ud3ec\uc778\ud2b8 \uc0c1\uc2b9\ud574 49,400\uc120\uc5d0 \uadfc\uc811\ud588\uc73c\uba70, \uc2dc\uc7a5\uc740 \uc7a5 \ub9c8\uac10 \ud6c4 \ubc1c\ud45c\ub420 \uc5d4\ube44\ub514\uc544\uc758 \ubd84\uae30 \uc2e4\uc801\uc744 \uae30\ub2e4\ub838\ub2e4."},"content":{"rendered":"\ub2e4\uc6b0\uc874\uc2a4 \uc0b0\uc5c5\ud3c9\uade0\uc9c0\uc218\ub294 \uc57d 200\ud3ec\uc778\ud2b8(0.4%) \uc62c\ub77c 49,400\uc120 \uadfc\ucc98\uc600\uace0, S&#038;P 500\uc740 0.54% \uc0c1\uc2b9\ud574 \uc57d 6,927, \ub098\uc2a4\ub2e5\uc740 \uc57d 1% \uc62c\ub790\ub2e4. \uc2dc\uc7a5\uc740 \ud654\uc694\uc77c \ubc18\ub4f1 \ud750\ub984\uc744 \uc774\uc5b4\uac14\uc9c0\ub9cc, \uc7a5 \ub9c8\uac10 \ud6c4 \ubc1c\ud45c\ub420 \uc5d4\ube44\ub514\uc544(Nvidia)\uc758 2026\ud68c\uacc4\uc5f0\ub3c4 4\ubd84\uae30(fiscal Q4, \ud68c\uc0ac\uac00 \uc815\ud55c \ud68c\uacc4 \uae30\uc900\uc758 4\ubd84\uae30) \uc2e4\uc801\uc744 \uc55e\ub450\uace0 \uac70\ub798\ub294 \uc870\uc6a9\ud588\ub2e4.\n\n\uc5d4\ube44\ub514\uc544\ub294 \uc8fc\ub2f9\uc21c\uc774\uc775(EPS, \ud68c\uc0ac\uac00 \ubc8c\uc5b4\ub4e4\uc778 \uc774\uc775\uc744 \uc8fc\uc2dd 1\uc8fc \uae30\uc900\uc73c\ub85c \ub098\ub208 \uac12) 1.53\ub2ec\ub7ec, \ub9e4\ucd9c 657\uc5b5 \ub2ec\ub7ec\ub97c \ubc1c\ud45c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub410\uc73c\uba70, \uc774\ub294 \uc804\ub144 \ub300\ube44(\uc804\ub144 \uac19\uc740 \uae30\uac04\uacfc \ube44\uad50) \uc57d 68~72% \uc131\uc7a5\uc774\ub77c\ub294 \ub73b\uc774\ub2e4. \uba54\ud0c0(Meta), \uc54c\ud30c\ubcb3(Alphabet), \uc544\ub9c8\uc874(Amazon)\uc740 2026\ub144\uc5d0 \uc124\ube44\ud22c\uc790(capex, \uacf5\uc7a5\u00b7\uc11c\ubc84\u00b7\ub370\uc774\ud130\uc13c\ud130 \uac19\uc740 \uc2dc\uc124\uacfc \uc7a5\ube44\uc5d0 \uc4f0\ub294 \ub3c8)\ub97c 5,000\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc73c\ub85c \uc7a1\uc558\ub2e4\uace0 \ubc1d\ud614\uace0, \uc5d4\ube44\ub514\uc544 \uc8fc\uac00\ub294 \uc57d 1% \uc62c\ub790\ub2e4. \ud3f4\ub9ac\ub9c8\ucf13(Polymarket, \uc0ac\ub78c\ub4e4\uc774 \uc0ac\uac74 \uacb0\uacfc\uc5d0 \ub3c8\uc744 \uac78\uc5b4 \ud655\ub960\uc744 \uacc4\uc0b0\ud558\ub294 \uc608\uce21 \uc2dc\uc7a5)\uc740 \u2018\uc2e4\uc801 \uc608\uc0c1\uce58 \uc0c1\ud68c(earnings beat, \uc2dc\uc7a5 \uc608\uc0c1\ubcf4\ub2e4 \ub354 \uc88b\uc740 \uc2e4\uc801)\u2019 \ud655\ub960\uc744 94.5%\ub85c \ubc18\uc601\ud588\ub2e4.\n\n<h3>\uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc8fc\uc2dd \ubc18\ub4f1<\/h3>\n\uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc8fc\uc2dd\uc740 iShares Expanded Tech-Software Sector ETF(IGV, \uc5ec\ub7ec \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uae30\uc5c5\uc5d0 \ubd84\uc0b0 \ud22c\uc790\ud558\ub294 \uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc)\uac00 \uc6d4\uc694\uc77c \uac70\uc758 5% \ud558\ub77d\ud55c \ub4a4 \ud68c\ubcf5\uc138\ub97c \uc774\uc5b4\uac14\ub2e4. IBM\uc740 \uc6d4\uc694\uc77c 13% \uae09\ub77d \ud6c4 2.5% \uc62c\ub790\uace0, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8(Microsoft)\ub294 2.2% \uc0c1\uc2b9\ud588\uc73c\uba70, \ub2e4\ub978 \uc18c\ud504\ud2b8\uc6e8\uc5b4\u00b7\uc0ac\uc774\ubc84\ubcf4\uc548 \uc885\ubaa9\ub4e4\ub3c4 \uc0c1\uc2b9\ud588\ub2e4.\n\n\ud398\uc774\ud314(PayPal)\uc740 \uc2a4\ud2b8\ub77c\uc774\ud504(Stripe)\uac00 \ud68c\uc0ac \uc804\uccb4 \ub610\ub294 \uc77c\ubd80 \uc778\uc218\ub97c \uac80\ud1a0 \uc911\uc774\ub77c\ub294 \ubcf4\ub3c4 \uc774\ud6c4 \uc774\ud2c0\uc9f8 \uc0c1\uc2b9\ud588\ub2e4. \ub450 \uac70\ub798\uc77c \ub3d9\uc548 13% \uc62c\ub790\ub2e4. \ud398\uc774\ud314\uc740 \ud654\uc694\uc77c 47.02\ub2ec\ub7ec\uc5d0 \ub9c8\uac10\ud588\uace0 \uc2dc\uac00\ucd1d\uc561(market cap, \uc8fc\uac00\u00d7\ubc1c\ud589\uc8fc\uc2dd\uc218\ub85c \uacc4\uc0b0\ud55c \ud68c\uc0ac \uac00\uce58)\uc740 \uc57d 430\uc5b5 \ub2ec\ub7ec\uc600\ub2e4. \uc774\ub294 \uc2a4\ud2b8\ub77c\uc774\ud504\uc758 \ube44\uc0c1\uc7a5(private, \uc99d\uc2dc\uc5d0 \uc0c1\uc7a5\ub418\uc9c0 \uc54a\uc740) \ud3c9\uac00\uac00\uce58(valuation, \uc2dc\uc7a5\uc774 \ucd94\uc815\ud558\ub294 \ud68c\uc0ac \uac00\uce58) 1,590\uc5b5 \ub2ec\ub7ec\uc640 \ube44\uad50\ub41c\ub2e4.\n\n\uae08\uc740 \uc628\uc2a4\ub2f9 \uc57d 5,120\ub2ec\ub7ec\uc5d0\uc11c \uac70\ub798\ub410\uace0, \uc55e\uc11c 5,200\ub2ec\ub7ec \uc544\ub798\ub85c \ub0b4\ub824\uac14\ub2e4. CME FedWatch Tool(CME\uc758 FedWatch \ub3c4\uad6c, \ubbf8 \uc5f0\uc900\uc758 \uae08\ub9ac \uacb0\uc815\uc744 \uc2dc\uc7a5\uc774 \uc5bc\ub9c8\ub098 \uc608\uc0c1\ud558\ub294\uc9c0 \ud655\ub960\ub85c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\uc740 3\uc6d4 18\uc77c \uae08\ub9ac \ub3d9\uacb0(\uae08\ub9ac\ub97c \ubc14\uafb8\uc9c0 \uc54a\uc74c) \ud655\ub960\uc744 96%\ub85c \uc81c\uc2dc\ud588\uc73c\uba70, \ubaa9\ud45c \uae08\ub9ac \ubc94\uc704(target range, \uc5f0\uc900\uc774 \uc815\ud558\ub294 \uae30\uc900\uae08\ub9ac \ubc94\uc704)\ub294 3.50~3.75%\uc600\ub2e4.\n\n<h3>\uc774\ubca4\ud2b8(\uc774\uc288) \uc911\uc2ec \ub9e4\ub9e4\uc5d0 \uc9d1\uc911<\/h3>\n\uc138\uc77c\uc988\ud3ec\uc2a4(Salesforce)\uc640 IBM \uac19\uc740 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc8fc\uc2dd\uc774 \ubc18\ub4f1\ud55c \uac83\uc740 \uc774\ubc88 \uc8fc \ucd08\uc758 \u2018AI(\uc778\uacf5\uc9c0\ub2a5)\ub85c \uc778\ud55c \uc5c5\uacc4 \ud754\ub4e4\ub9bc(disruption, \uc0c8 \uae30\uc220\ub85c \uae30\uc874 \uc0ac\uc5c5\uc774 \ud0c0\uaca9\uc744 \ubc1b\ub294 \ubcc0\ud654)\u2019 \uacf5\ud3ec\uac00 \uc904\uace0 \uc788\ub2e4\ub294 \uc2e0\ud638\ub85c \ubcf4\uc778\ub2e4. \uc6b0\ub9ac\ub294 \uc774\ub97c \ub9e4\uc218 \uae30\ud68c\ub85c \ubcf4\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \uc5d4\ube44\ub514\uc544 \uc2e4\uc801\uc774 AI \uad00\ub828 \uc9c0\ucd9c\uc774 \uacc4\uc18d \uac15\ud558\ub2e4\ub294 \uc810\uc744 \ud655\uc778\ud574 \uc900\ub2e4\uba74 \ub354 \uadf8\ub807\ub2e4. iShares \uc18c\ud504\ud2b8\uc6e8\uc5b4 ETF(IGV)\ub294 \uc6d4\uc694\uc77c\uc758 5% \uae09\ub77d\ubd84 \uac00\uc6b4\ub370 \uc808\ubc18 \uc774\uc0c1\uc744 \uc774\ubbf8 \ud68c\ubcf5\ud574, \uc5c5\uc885\uc5d0 \ub300\ud55c \uc2e0\ub8b0\uac00 \ub2e4\uc2dc \uc0b4\uc544\ub098\ub294 \ubaa8\uc2b5\uc744 \ubcf4\uc600\ub2e4.\n\n\ud398\uc774\ud314 \uc0c1\ud669\uc740 \uc774\uc81c \uc0ac\uc5c5 \uc131\uacfc\ubcf4\ub2e4 \uc778\uc218\ud569\ubcd1(M&#038;A, \ud68c\uc0ac\uac00 \ub2e4\ub978 \ud68c\uc0ac\ub97c \uc0ac\uac70\ub098 \ud569\uce58\ub294 \uac70\ub798) \ucd94\uce21\uc774 \uc8fc\ub41c \ub3d9\ub825\uc774\ub2e4. \uc774\ub85c \uc778\ud574 \uc635\uc158\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(implied volatility, \uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u2018\uc55e\uc73c\ub85c \uc8fc\uac00\uac00 \uc5bc\ub9c8\ub098 \ud754\ub4e4\ub9b4\uc9c0\u2019\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \uc608\uc0c1)\uc774 \uae09\ub4f1\ud588\ub2e4. \uc635\uc158 \uac00\uaca9\uc774 \ube44\uc2f8\uc84c\ub2e4\ub294 \ub73b\uc774\uc9c0\ub9cc, \uc635\uc158\uc744 \ud314\uc544 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac00\uaca9\uc73c\ub85c \ubc1b\ub294 \ub3c8)\uc744 \ubc1b\ub294 \uc804\ub7b5\uc744 \uc4f0\ub294 \uc0ac\ub78c\ub4e4\uc5d0\uac8c\ub294 \uae30\ud68c\uac00 \ub420 \uc218 \uc788\ub2e4. \ub2e4\ub9cc \uc2a4\ud2b8\ub77c\uc774\ud504\uc640\uc758 \ub17c\uc758\uac00 \ucd08\uae30(preliminary, \uc544\uc9c1 \ud655\uc815\uc774 \uc544\ub2cc \ub2e8\uacc4)\ub85c \uc804\ud574\uc9c4 \ub9cc\ud07c, \uc7a5\uae30 \ud22c\uc790\ubcf4\ub2e4 \ub2e8\uae30 \uac70\ub798\uac00 \ub354 \ub098\uc744 \uc218 \uc788\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>\uc5d4\ube44\ub514\uc544 \uc2e4\uc801\uc774 \uc2dc\uc7a5\uc758 \ub2e4\uc74c \ubc29\ud5a5\uc744 \uac00\ub978\ub2e4\u2014\ub2e4\uc6b0\u00b7S&#038;P\u00b7\ub098\uc2a4\ub2e5 \uc0c1\uc2b9 \uc18d \uad00\ub9dd. \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubc18\ub4f1, \ud398\uc774\ud314\uc740 \uc778\uc218\uc124\ub85c \uae09\ub4f1. \uae08 \uc548\uc815\u00b7\uc5f0\uc900 \ub3d9\uacb0 \uae30\ub300, \ubcc0\ub3d9\uc131 \uc774\ubca4\ud2b8 \ud2b8\ub808\uc774\ub529 \uc8fc\ubaa9. &#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-39137","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\/39137","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=39137"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39137\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=39137"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=39137"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=39137"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}