{"id":39518,"date":"2026-03-04T00:44:11","date_gmt":"2026-03-04T00:44:11","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%a4%91%eb%8f%99-%eb%b6%84%ec%9f%81-%ea%b2%a9%ed%99%94-%ec%9a%b0%eb%a0%a4-%ec%86%8d%ec%97%90-%eb%8b%a4%ec%9a%b0%ec%a7%80%ec%88%98%eb%8a%94-850%ed%8f%ac%ec%9d%b8%ed%8a%b8-%ea%b8%89%eb%9d%bd%ed%96%88\/"},"modified":"2026-03-04T00:44:11","modified_gmt":"2026-03-04T00:44:11","slug":"%ec%a4%91%eb%8f%99-%eb%b6%84%ec%9f%81-%ea%b2%a9%ed%99%94-%ec%9a%b0%eb%a0%a4-%ec%86%8d%ec%97%90-%eb%8b%a4%ec%9a%b0%ec%a7%80%ec%88%98%eb%8a%94-850%ed%8f%ac%ec%9d%b8%ed%8a%b8-%ea%b8%89%eb%9d%bd%ed%96%88","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%a4%91%eb%8f%99-%eb%b6%84%ec%9f%81-%ea%b2%a9%ed%99%94-%ec%9a%b0%eb%a0%a4-%ec%86%8d%ec%97%90-%eb%8b%a4%ec%9a%b0%ec%a7%80%ec%88%98%eb%8a%94-850%ed%8f%ac%ec%9d%b8%ed%8a%b8-%ea%b8%89%eb%9d%bd%ed%96%88\/","title":{"rendered":"\uc911\ub3d9 \ubd84\uc7c1 \uaca9\ud654 \uc6b0\ub824 \uc18d\uc5d0 \ub2e4\uc6b0\uc9c0\uc218\ub294 850\ud3ec\uc778\ud2b8 \uae09\ub77d\ud588\uace0, S&#038;P 500\uacfc \ub098\uc2a4\ub2e5\ub3c4 \ud558\ub77d\ud588\ub2e4"},"content":{"rendered":"\ubbf8\uad6d \uc99d\uc2dc\ub294 \ud654\uc694\uc77c \uc815\uc624 \ubb34\ub835 \ud558\ub77d\ud588\ub2e4. \ub2e4\uc6b0\uc874\uc2a4 \uc0b0\uc5c5\ud3c9\uade0\uc9c0\uc218(DJIA, \ubbf8\uad6d\uc758 \ub300\ud45c 30\uac1c \ub300\ud615\uc8fc\ub85c \ub9cc\ub4e0 \uc9c0\uc218)\ub294 \uc57d 850\ud3ec\uc778\ud2b8(1.7%) \ub0b4\ub824 48,000\uc120\uc5d0 \uadfc\uc811\ud588\uace0, S&#038;P 500(\ubbf8\uad6d \ub300\ud615\uc8fc 500\uac1c\ub85c \uad6c\uc131\ub41c \uc9c0\uc218)\uc740 1.62% \ud558\ub77d\ud574 6,770, \ub098\uc2a4\ub2e5(\uae30\uc220\uc8fc \ube44\uc911\uc774 \ud070 \uc2dc\uc7a5 \uc9c0\uc218)\uc740 1.72% \ud558\ub77d\ud574 22,357, \ub7ec\uc140 2000(\ubbf8\uad6d \uc911\uc18c\ud615\uc8fc \uc9c0\uc218)\uc740 2.55% \ub0b4\ub824 2,588\uc744 \uae30\ub85d\ud588\ub2e4. \ub9ac\uc57c\ub4dc \uc8fc\uc7ac \ubbf8\uad6d \ub300\uc0ac\uad00\uc5d0 \ub300\ud55c \ub4dc\ub860 \uacf5\uaca9(\uc0ac\ub78c\uc774 \ud0c0\uc9c0 \uc54a\uace0 \uc6d0\uaca9\uc73c\ub85c \uc870\uc885\ud558\uac70\ub098 \uc790\ub3d9\uc73c\ub85c \ube44\ud589\ud558\ub294 \ubb34\uc778 \ud56d\uacf5\uae30) \ubcf4\ub3c4\uc640, \uc774\ub780\uc774 \ud638\ub974\ubb34\uc988 \ud574\ud611(Strait of Hormuz, \uc911\ub3d9\uc5d0\uc11c \uc6d0\uc720\uac00 \ubc14\ub2e4\ub85c \uc218\ucd9c\ub420 \ub54c \ud575\uc2ec \ud1b5\ub85c) \uc744 \ud3d0\uc1c4\ud588\ub2e4\ub294 \ubcf4\ub3c4\uac00 \ub098\uc624\uba74\uc11c VIX(\ubcc0\ub3d9\uc131 \uc9c0\uc218, S&#038;P 500 \uc635\uc158 \uac00\uaca9\uc744 \ubc14\ud0d5\uc73c\ub85c \uc2dc\uc7a5\uc758 \ubd88\uc548\u00b7\ubcc0\ub3d9\uc131 \uae30\ub300\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\uac00 25\ub97c \ub118\uc5c8\ub2e4.\n\n\uc720\uac00\ub3c4 \ube60\ub974\uac8c \uc62c\ub790\ub2e4. WTI(\uc11c\ubd80\ud14d\uc0ac\uc2a4\uc0b0 \uc6d0\uc720, \ubbf8\uad6d \uae30\uc900 \uc720\uc885)\ub294 \uc6d4\uc694\uc77c 8.4% \uae09\ub4f1\ud55c \ub370 \uc774\uc5b4 \uc57d 7% \ucd94\uac00 \uc0c1\uc2b9\ud574 \ubc30\ub7f4\ub2f9 76\ub2ec\ub7ec\ub97c \uc6c3\ub3cc\uc558\uace0, \ube0c\ub80c\ud2b8\uc720(\uc720\ub7fd\u00b7\uad6d\uc81c \uae30\uc900 \uc720\uc885)\ub294 84\ub2ec\ub7ec \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub410\ub2e4. \uc804 \uc138\uacc4 \ud574\uc0c1 \uc6d0\uc720 \uc218\ucd9c \ubb3c\ub7c9\uc758 \uc57d 3\ubd84\uc758 1\uc774 \uc774 \ud574\ud611\uc744 \uc9c0\ub098\uba70, \ud63c\ub780\uc774 \uc774\uc5b4\uc9c0\uba74 \ube0c\ub80c\ud2b8\uc720\uac00 100\ub2ec\ub7ec\ub97c \ub118\uc744 \uc218 \uc788\ub2e4\ub294 \uc804\ub9dd\ub3c4 \ub098\uc628\ub2e4.\n\n<h3>\uae08\ub9ac \ubc0f \ubcc0\ub3d9\uc131 \uc2a4\ub0c5\uc0f7<\/h3>\n\ubbf8\uad6d \uad6d\ucc44 \uae08\ub9ac(\ubbf8\uad6d \uc815\ubd80\uac00 \ubc1c\ud589\ud55c \ucc44\uad8c\uc758 \uc218\uc775\ub960)\ub294 \uc0c1\uc2b9\ud588\ub2e4. 10\ub144\ubb3c \uae08\ub9ac\ub294 4.10% \ubd80\uadfc\uc73c\ub85c \uc62c\ub77c\uc130\ub294\ub370, \uc77c\uc694\uc77c\uc5d0 4.00% \uc544\ub798\ub85c \ub0b4\ub824\uac14\ub2e4\uac00 \ubc18\ub4f1\ud55c \uac83\uc73c\ub85c, 4\uc6d4 \uc774\ud6c4 \uac00\uc7a5 \ud070 \u2018\uc774\ud2c0 \uc0c1\uc2b9\ud3ed\u2019\uc774\uc5c8\ub2e4. CME FedWatch(CME\uc758 \uae08\ub9ac \uc120\ubb3c \uac00\uaca9\uc744 \ubc14\ud0d5\uc73c\ub85c \uc5f0\uc900\uc758 \uae08\ub9ac \uacb0\uc815\uc744 \ud655\ub960\ub85c \ubcf4\uc5ec\uc8fc\ub294 \ub3c4\uad6c)\ub294 3\uc6d4 18~19\uc77c \ud68c\uc758\uc5d0\uc11c \uae08\ub9ac\ub97c 3.50%~3.75%\ub85c \u2018\ub3d9\uacb0\u2019\ud560 \ud655\ub960\uc744 94%\ub85c \ubcf4\uc5ec\uc92c\uace0, 2026\ub144\uc5d0 \ub300\ud55c \uae08\ub9ac \uc778\ud558 \uc804\ub9dd(\uc2dc\uc7a5\uc5d0\uc11c \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \uc778\ud558 \ud69f\uc218)\uc740 \uc904\uc5c8\ub2e4. \ub2e4\uc74c \ud575\uc2ec \ubc1c\ud45c\ub294 \uae08\uc694\uc77c\uc758 NFP \ubcf4\uace0\uc11c(\ube44\ub18d\uc5c5 \uace0\uc6a9\uc9c0\ud45c, \ubbf8\uad6d \uace0\uc6a9 \ud750\ub984\uc744 \ubcf4\uc5ec\uc8fc\ub294 \ub300\ud45c \ud1b5\uacc4)\ub2e4.\n\n\uc5ec\ud589 \uad00\ub828 \uc8fc\uc2dd\uc740 \ucd94\uac00\ub85c \ud558\ub77d\ud588\ub2e4. UAL(\uc720\ub098\uc774\ud2f0\ub4dc\ud56d\uacf5)\uc740 \uc6d4\uc694\uc77c 6% \ud558\ub77d\uc5d0 \uc774\uc5b4 \uc57d\uc138\ub97c \ubcf4\uc600\uace0, AAL(\uc544\uba54\ub9ac\uce78\ud56d\uacf5)\uacfc DAL(\ub378\ud0c0\ud56d\uacf5)\ub3c4 \uc6d4\uc694\uc77c 5% \uc774\uc0c1 \ub5a8\uc5b4\uc9c4 \ub4a4 \ud558\ub77d\uc138\ub97c \uc774\uc5b4\uac14\ub2e4. CCL(\uce74\ub2c8\ubc1c)\uc740 \uc6d4\uc694\uc77c \uac70\uc758 12% \uae09\ub77d\ud588\uc73c\uba70, RCL(\ub85c\uc5f4\uce90\ub9ac\ube44\uc548), NCLH(\ub178\ub974\uc6e8\uc9c0\uc548\ud06c\ub8e8\uc988), MAR(\uba54\ub9ac\uc5b4\ud2b8), HLT(\ud790\ud2bc), BKNG(\ubd80\ud0b9\ud640\ub529\uc2a4), EXPE(\uc775\uc2a4\ud53c\ub514\uc544)\ub3c4 \ud558\ub77d\ud588\ub2e4.\n\n\ud0c0\uae43(Target)\uc740 \uc870\uc815 EPS(EPS, \uc8fc\ub2f9\uc21c\uc774\uc775: \ud68c\uc0ac \uc774\uc775\uc744 \uc8fc\uc2dd \uc218\ub85c \ub098\ub208 \uac12 \/ \uc870\uc815: \uc77c\ud68c\uc131 \uc694\uc778 \ub4f1\uc744 \ube7c \ube44\uad50\ud558\uae30 \uc27d\uac8c \ub9cc\ub4e0 \uc218\uce58) 2.44\ub2ec\ub7ec\ub97c \ubc1c\ud45c\ud574 \uc608\uc0c1 2.16\ub2ec\ub7ec\ub97c \uc6c3\ub3cc\uc558\uace0, \ub9e4\ucd9c\uc740 304.5\uc5b5 \ub2ec\ub7ec\uc600\uc73c\uba70, \uae30\uc874\uc810 \ub9e4\ucd9c(comparable sales, \uae30\uc874\uc5d0 \uc6b4\uc601\ud558\ub358 \ub9e4\uc7a5\uc758 \ub9e4\ucd9c \ubcc0\ud654\uc728)\uc740 2.5% \uac10\uc18c\ud588\ub2e4. \ud68c\uc0ac\ub294 EPS 7.50~8.50\ub2ec\ub7ec\uc640 \ub9e4\ucd9c 2% \uc99d\uac00\ub97c \uc81c\uc2dc\ud588\uc73c\uba70, \uc8fc\uac00\ub294 \uac1c\uc7a5 \uc804 \uc57d 3% \uc0c1\uc2b9\ud588\ub2e4. \ubca0\uc2a4\ud2b8\ubc14\uc774(Best Buy)\ub294 \uc870\uc815 EPS 2.61\ub2ec\ub7ec\ub85c \uc608\uc0c1 2.47\ub2ec\ub7ec\ub97c \uc0c1\ud68c\ud588\uace0, \ub9e4\ucd9c\uc740 138.1\uc5b5 \ub2ec\ub7ec\uc600\uc73c\uba70, \uae30\uc874\uc810 \ub9e4\ucd9c\uc740 0.8% \uac10\uc18c\ud588\ub2e4. \ubc30\ub2f9\uae08(dividend, \ud68c\uc0ac\uac00 \uc774\uc775\uc758 \uc77c\ubd80\ub97c \uc8fc\uc8fc\uc5d0\uac8c \ud604\uae08 \ub4f1\uc73c\ub85c \ub098\ub220\uc8fc\ub294 \uac83)\uc744 1% \uc62c\ub838\uace0, 2027\ud68c\uacc4\uc5f0\ub3c4(FY27, \ud68c\uc0ac\uc758 \ud68c\uacc4 \uae30\uc900 \uc5f0\ub3c4) \ub9e4\ucd9c \uac00\uc774\ub358\uc2a4(\ud68c\uc0ac \uce21 \uc804\ub9dd\uce58)\ub97c 412\uc5b5~421\uc5b5 \ub2ec\ub7ec\ub85c \uc81c\uc2dc\ud588\uc73c\uba70, \uc8fc\uac00\ub294 \uac1c\uc7a5 \uc804 \ud55c\ub54c 9%\uae4c\uc9c0 \uc0c1\uc2b9\ud588\ub2e4. \uae08 \uc120\ubb3c(gold futures, \ubbf8\ub798 \uc778\ub3c4 \uc2dc\uc810\uc758 \uae08 \uac00\uaca9\uc744 \ubbf8\ub9ac \uc815\ud574 \uac70\ub798\ud558\ub294 \uacc4\uc57d)\uc740 \uc6d4\uc694\uc77c 5,312\ub2ec\ub7ec \uc774\ud6c4 5,205\ub2ec\ub7ec\uc5d0 \ucd9c\ubc1c\ud588\uace0, \ud604\ubb3c \uae08(spot gold, \uc989\uc2dc \uc778\ub3c4\ub418\ub294 \uae08)\uc740 \uc7a0\uc2dc 5,400\ub2ec\ub7ec\ub97c \ucc0d\uc5c8\ub2e4. \ub2ec\ub7ec \uc778\ub371\uc2a4(Dollar Index, \uc8fc\uc694 \ud1b5\ud654 \ub300\ube44 \ub2ec\ub7ec \uac15\uc138\ub97c \ub098\ud0c0\ub0b4\ub294 \uc9c0\uc218)\ub294 5\uac70\ub798\uc77c \ub3d9\uc548 \uac70\uc758 1.7% \uc62c\ub790\uace0, \uc740\uc740 6% \ud558\ub77d \ud6c4 \uac70\uc758 2% \ubc18\ub4f1\ud588\ub2e4. LIT(\ub9ac\ud2ac \uad00\ub828 ETF, \ub9ac\ud2ac \uae30\uc5c5\uc5d0 \ud22c\uc790\ud558\ub294 \uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc)\ub294 10% \ud558\ub77d\ud588\uace0, AMAT(\uc5b4\ud50c\ub77c\uc774\ub4dc \uba38\ud2f0\ub9ac\uc5bc\uc988), LRCX(\ub7a8\ub9ac\uc11c\uce58), KLAC(KLA), ASML(\ubc18\ub3c4\uccb4 \uc7a5\ube44 \uae30\uc5c5)\uc740 6% \ub118\uac8c \ub5a8\uc5b4\uc84c\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>\uc911\ub3d9 \uae34\uc7a5\uc5d0 \uc2dc\uc7a5 \uacf5\ud3ec \uae09\ub4f1: \ubbf8 \uc99d\uc2dc \uae09\ub77d, VIX 25 \ub3cc\ud30c. \ud638\ub974\ubb34\uc988 \ud574\ud611 \ubd09\uc1c4 \uc6b0\ub824\ub85c \uc720\uac00 \uae09\ub4f1, \uae08\ub9ac\u00b7\ub2ec\ub7ec \uc0c1\uc2b9. \ud56d\uacf5\u00b7\uae30\uc220\uc8fc \uc57d\uc138, \uc5d0\ub108\uc9c0\u00b7\ubc29\uc0b0 \uac15\uc138. \uc635\uc158 \ud5e4\uc9c0 \ud655\ub300. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":103,"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-39518","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\/39518","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\/103"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=39518"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39518\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=39518"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=39518"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=39518"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}