{"id":39636,"date":"2026-03-05T03:45:23","date_gmt":"2026-03-05T03:45:23","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%8a%a4%ed%83%a0%eb%8b%a4%eb%93%9c%ec%b0%a8%ed%83%80%eb%93%9c%ec%9d%98-%ed%97%8c%ed%84%b0-%ec%b1%88%ea%b3%bc-%ec%8a%88%ec%95%99-%eb%94%a9%ec%9d%80-%ea%b3%b5%ec%8b%9d-pmi-%ec%8b%ac%eb%a6%ac%ec%a7%80\/"},"modified":"2026-03-05T03:45:23","modified_gmt":"2026-03-05T03:45:23","slug":"%ec%8a%a4%ed%83%a0%eb%8b%a4%eb%93%9c%ec%b0%a8%ed%83%80%eb%93%9c%ec%9d%98-%ed%97%8c%ed%84%b0-%ec%b1%88%ea%b3%bc-%ec%8a%88%ec%95%99-%eb%94%a9%ec%9d%80-%ea%b3%b5%ec%8b%9d-pmi-%ec%8b%ac%eb%a6%ac%ec%a7%80","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%8a%a4%ed%83%a0%eb%8b%a4%eb%93%9c%ec%b0%a8%ed%83%80%eb%93%9c%ec%9d%98-%ed%97%8c%ed%84%b0-%ec%b1%88%ea%b3%bc-%ec%8a%88%ec%95%99-%eb%94%a9%ec%9d%80-%ea%b3%b5%ec%8b%9d-pmi-%ec%8b%ac%eb%a6%ac%ec%a7%80\/","title":{"rendered":"\uc2a4\ud0e0\ub2e4\ub4dc\ucc28\ud0c0\ub4dc\uc758 \ud5cc\ud130 \ucc48\uacfc \uc288\uc559 \ub529\uc740 \uacf5\uc2dd PMI \uc2ec\ub9ac\uc9c0\ud45c\uac00 \uc57d\uc138 \uc2e0\ud638\ub97c \ubcf4\ub0b4\uace0 \uc788\uc74c\uc5d0\ub3c4 \uc911\uad6d \uacbd\uc81c\uc9c0\ud45c\uac00 \uacac\uc870\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4"},"content":{"rendered":"\uc2a4\ud0e0\ub2e4\ub4dc\ucc28\ud0c0\ub4dc(Standard Chartered)\uc758 \ud5cc\ud130 \ucc2c(Hunter Chan)\uacfc \uc288\uc559 \ub529(Shuang Ding)\uc740 \uacf5\uc2dd PMI(\uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218: \uae30\uc5c5 \uc124\ubb38\uc73c\ub85c \uacbd\uae30 \ubd84\uc704\uae30\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\uac00 \uc57d\ud574\uc84c\uc9c0\ub9cc, \uc911\uad6d\uc758 1~2\uc6d4(1\uc6d4\u20132\uc6d4) \uacbd\uc81c \ud65c\ub3d9(\uc2e4\ubb3c \uc9c0\ud45c)\uc740 \ube44\uad50\uc801 \uacac\uc870\ud560 \uac83\uc73c\ub85c \ubcf8\ub2e4. \uc774\ub4e4\uc740 \uc0b0\uc5c5\uc0dd\uc0b0(\uacf5\uc7a5 \uc0dd\uc0b0\ub7c9) \uc99d\uac00\uac00 \ud0c4\ud0c4\ud558\uace0, \uc18c\ub9e4\ud310\ub9e4(\uc18c\ube44\uc790\uac00 \ub9e4\uc7a5\uc5d0\uc11c \uc0b0 \uae08\uc561)\uac00 \ubc18\ub4f1\ud558\uba70, \ubb34\uc5ed(\uc218\ucd9c\u00b7\uc218\uc785) \uc99d\uac00\ub3c4 \uac15\uc138\ub97c \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ud55c\ub2e4. \ud55c\ud3b8 \uace0\uc815\uc790\uc0b0\ud22c\uc790(\ub3c4\ub85c\u00b7\uacf5\uc7a5\u00b7\uc124\ube44 \uac19\uc740 \uc7a5\uae30 \ud22c\uc790)\ub294 \uc548\uc815\ub418\uace0, \ubd80\ub3d9\uc0b0 \ud22c\uc790\ub294 \uac10\uc18c\uc138\uac00 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4.\n\n\uc911\uad6d\uc758 \uacf5\uc2dd \uc81c\uc870\uc5c5 PMI\ub294 2\uc6d4\uc5d0 49\ub85c, 1\uc6d4\uc758 49.3\uc5d0\uc11c \ub0b4\ub824 5\uac1c\uc6d4 \ub9cc\uc758 \ucd5c\uc800\uce58\ub97c \uae30\ub85d\ud588\ub2e4. \uc774 \ud558\ub77d\uc740 \ucd98\uc808(\uc124) \uc5f0\ud734 \uae30\uac04\uc758 \uc0dd\uc0b0\u00b7\ubb3c\ub958 \ucc28\uc9c8 \uc601\ud5a5\uc774 \uc77c\ubd80 \uc788\uc5c8\ub358 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4.\n\n

\uc2e4\ubb3c \uc9c0\ud45c\ub294 \uacac\uc870\ud560 \uc804\ub9dd<\/h3>\n1~2\uc6d4 \uc0b0\uc5c5\uc0dd\uc0b0 \uc99d\uac00\uc728\uc740 \uc804\ub144 \ub300\ube44 4.9%\ub85c \uc720\uc9c0\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc0dd\uc0b0 PMI(\uc0dd\uc0b0 \uad00\ub828 \uc124\ubb38 \uc9c0\uc218)\ub294 50\uc744 \uc6c3\ub3c4\ub294 \ud3c9\uade0\uc744 \ubcf4\uc77c \uc804\ub9dd\uc774\ub2e4. \uc18c\ub9e4\ud310\ub9e4 \uc99d\uac00\uc728\uc740 \uc5f0\ud734 \uc18c\ube44 \uc9c0\ucd9c\uc5d0 \ud798\uc785\uc5b4 \uc804\ub144 \ub300\ube44 3.4%\ub85c \ubc18\ub4f1\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4.\n\n\uace0\uc815\uc790\uc0b0\ud22c\uc790\ub294 \uc5f0\ucd08\uc5d0 \uc778\ud504\ub77c(\ub3c4\ub85c\u00b7\ucca0\ub3c4\u00b7\uc804\ub825 \uac19\uc740 \uc0ac\ud68c \uae30\ubc18 \uc2dc\uc124) \uc790\uae08\uc774 \ub2e4\uc2dc \uacf5\uae09\ub418\uba74\uc11c \uac10\uc18c\uc138\ub97c \uba48\ucd9c \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \ubb34\uc5ed \uc99d\uac00\uc728\uc740 \uad00\uc138(\uc218\uc785\ud488\uc5d0 \ub9e4\uae30\ub294 \uc138\uae08) \uc778\ud558\uc640 AI(\uc778\uacf5\uc9c0\ub2a5) \uad00\ub828 \uc18c\uc7ac\u00b7\uc81c\ud488\uc5d0 \ub300\ud55c \uc138\uacc4 \uc218\uc694\uac00 \uc720\uc9c0\ub418\uba74\uc11c \uac15\uc138\ub97c \uc774\uc5b4\uac08 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4.\n\n\ubb3c\uac00(\uc778\ud50c\ub808\uc774\uc158: \uc804\ubc18\uc801\uc778 \uac00\uaca9 \uc218\uc900 \uc0c1\uc2b9)\ub294 \uc18c\ud3ed \uc624\ub97c \uac83\uc73c\ub85c \ubcf4\uc774\uba70, M2(\uad11\uc758\ud1b5\ud654: \ud604\uae08\uacfc \uc608\uae08 \ub4f1 \uc2dc\uc911\uc5d0 \ud480\ub9b0 \ub3c8\uc758 \ud070 \ubc94\uc704)\ub294 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\ub294 \ubc18\uba74, \uc2e0\uc6a9 \uc99d\uac00 \ud750\ub984(\ub300\ucd9c \uc99d\uac00 \uc18d\ub3c4)\uc740 \ub454\ud654\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4.\n\n\ucd5c\uadfc 2\uc6d4 \uacf5\uc2dd \uc81c\uc870\uc5c5 PMI\uac00 49.5\ub85c \ubd80\uc9c4\ud558\uac8c \ub098\uc624\uba74\uc11c \ubd88\uc548\uac10\uc774 \ub2e4\uc2dc \ucee4\uc9c0\uace0 \uc788\ub2e4. \uc774\ub294 2025\ub144 \ucd08 PMI\uac00 49\ub85c \ub5a8\uc5b4\uc838 \uc6b0\ub824\uac00 \ucee4\uc84c\uc9c0\ub9cc, \uc774\ud6c4 \uc608\uc0c1\ubcf4\ub2e4 \uac15\ud55c \uc2e4\ubb3c \uc9c0\ud45c\uac00 \uc774\ub97c \uc0c1\uc1c4\ud588\ub358 \uc0c1\ud669\uacfc \ube44\uc2b7\ud558\ub2e4. \ub530\ub77c\uc11c \uc804\uccb4 \uacbd\uc81c \uc9c0\ud45c\uac00 \uacf5\uac1c\ub418\uae30 \uc804\uae4c\uc9c0\ub294 \uc124\ubb38 \uae30\ubc18 \ubd84\uc704\uae30 \uc9c0\ud45c\ub9cc\uc73c\ub85c \uacfc\ub3c4\ud558\uac8c \ubc18\uc751\ud558\ub294 \uac83\uc740 \uc870\uc2ec\ud560 \ud544\uc694\uac00 \uc788\ub2e4.\n\n2025\ub144 1~2\uc6d4\uc744 \ubcf4\uba74 PMI\ub294 \uc57d\ud574 \ubcf4\uc600\uc9c0\ub9cc \uc0b0\uc5c5\uc0dd\uc0b0\uc740 \uc804\ub144 \ub300\ube44 4.9%\ub85c \ud0c4\ud0c4\ud588\ub2e4. \ucd5c\uadfc PMI \ub274\uc2a4 \uc774\ud6c4 \uad6c\ub9ac \uac00\uaca9\uc774 \ud1a4\ub2f9 \uc57d 9,500\ub2ec\ub7ec\ub85c \uc18c\ud3ed \ub0b4\ub824\uac04 \uc0c1\ud669\uc5d0\uc11c, \uc62c\ud574\ub3c4 \ube44\uc2b7\ud55c \ud750\ub984\uc774 \ub098\uc624\uba74 \uae30\ud68c\uac00 \ub420 \uc218 \uc788\ub2e4. \ud2b8\ub808\uc774\ub354\ub294 \uc0b0\uc5c5\uc6a9 \uc6d0\uc790\uc7ac\uc5d0 \ub300\ud55c \ucf5c\uc635\uc158(\ud2b9\uc815 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub294\ub370, \uc774\ub294 \ud2b9\ud788 AI \uad00\ub828 \uc81c\ud488\uc744 \ud3ec\ud568\ud55c \uc2e4\uc81c \uacf5\uc7a5 \uc0dd\uc0b0\uc774 \uc124\ubb38 \ubd84\uc704\uae30\ubcf4\ub2e4 \ub354 \uc88b\uc744 \uc218 \uc788\ub2e4\ub294 \uae30\ub300\uc5d0 \uae30\ubc18\ud55c\ub2e4.\n\n

\ubcc0\ub3d9\uc131(\uac00\uaca9 \ud754\ub4e4\ub9bc)\uc5d0 \ub300\ud55c \ub9e4\ub9e4 \uc2dc\uc0ac\uc810<\/h3>\n2025\ub144 \ucd08\uc5d0\ub294 \ucd98\uc808 \ud6a8\uacfc\ub85c \uc18c\ub9e4\ud310\ub9e4 \uc99d\uac00\uc728\uc774 3.4%\ub85c \ubc18\ub4f1\ud558\uae30\ub3c4 \ud588\ub2e4. \uc62c\ud574\ub294 \uc5f0\ud734 \uc5ec\ud589\u00b7\uc18c\ube44 \ub370\uc774\ud130\uac00 \uc804\ub144 \ub300\ube44 5.3% \uc99d\uac00\ud574 \ud0c4\ud0c4\ud588\uc9c0\ub9cc, \uc77c\ubd80 \ub099\uad00\uc801\uc778 \uc804\ub9dd\uc5d0\ub294 \ubabb \ubbf8\uccd0 \uc2dc\uc7a5 \ubd84\uc704\uae30\ub97c \ub04c\uc5b4\uc62c\ub9ac\uc9c0\ub294 \ubabb\ud588\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 \uc911\uad6d \uad00\ub828 \uc8fc\uc694 ETF(\uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc: \uc8fc\uc2dd\ucc98\ub7fc \uac70\ub798\ub418\ub294 \ud380\ub4dc)\uc5d0 \ub300\ud574 \ud604\uae08\ub2f4\ubcf4 \ud48b(\uc8fc\uc2dd\uc744 \uc0b4 \uc218 \uc788\ub294 \ud604\uae08\uc744 \ud655\ubcf4\ud55c \uc0c1\ud0dc\uc5d0\uc11c \ud48b\uc635\uc158\uc744 \ud30c\ub294 \ubc29\uc2dd)\uc744 \ud65c\uc6a9\ud574, \uacf5\ud3ec\uac00 \ud070 \uad6c\uac04\uc758 \ub192\uc740 \uc635\uc158 \uac00\uaca9\uc744 \uc774\uc6a9\ud558\uba74\uc11c\ub3c4 \uc18c\ube44\uac00 \ud06c\uac8c \ud754\ub4e4\ub9ac\uc9c0 \uc54a\ub294\ub2e4\ub294 \ucabd\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5\uc744 \uc0dd\uac01\ud574\ubcfc \uc218 \uc788\ub2e4.\n\n\uc9c0\ub09c\ud574\ucc98\ub7fc \ubd84\uc704\uae30\uc640 \uc2e4\uc81c \uacbd\uc81c\uac00 \uc5c7\uac08\ub9ac\uace0(\uace0\uc815\uc790\uc0b0\ud22c\uc790\ub294 \uc548\uc815\ub418\uc9c0\ub9cc \ubd80\ub3d9\uc0b0\uc740 \uc57d\ud55c \uc0c1\ud669), \uc774\ub7f0 \ub54c\ub294 \ub0b4\uc7ac \ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \ud5a5\ud6c4 \ubcc0\ub3d9\uc131 \uc608\uc0c1)\uc774 \uc624\ub974\ub294 \uacbd\uc6b0\uac00 \ub9ce\ub2e4. Cboe VIX \uc9c0\uc218(\uc2dc\uc7a5 \ubd88\uc548 \uc815\ub3c4\ub97c \ub098\ud0c0\ub0b4\ub294 \ub300\ud45c \uc9c0\ud45c)\ub294 14.5\ub85c \uc18c\ud3ed \uc0c1\uc2b9\ud574 \uc774\ub7f0 \ubd88\ud655\uc2e4\uc131\uc744 \ubc18\uc601\ud55c\ub2e4. \uc774\ub294 \ud5a5\ud6c4 \uba87 \uc8fc \uc548\uc5d0 \uc2e4\uc81c \uacbd\uc81c \uc9c0\ud45c\uac00 \uc2dc\uc7a5\uc744 \uc9c4\uc815\uc2dc\ud0a8\ub2e4\uba74, \uad11\ubc94\uc704\ud55c \uc9c0\uc218\uc5d0 \ub300\ud55c \uc20f \uc2a4\ud2b8\ub7ad\uae00(\ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ud568\uaed8 \ud30c\ub294 \ubc29\uc2dd\uc73c\ub85c \ubcc0\ub3d9\uc131 \ud558\ub77d\uc5d0 \ubca0\ud305) \uac19\uc740 \u2018\ubcc0\ub3d9\uc131 \ub9e4\ub3c4\u2019 \uc804\ub7b5\uc774 \uc218\uc775\uc131\uc774 \uc788\uc744 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\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":"

PMI \ubd80\uc9c4\uc5d0\ub3c4 \uc911\uad6d \uacbd\uae30 \ubc18\uc804 \uc2e0\ud638? 1~2\uc6d4 \uc0b0\uc5c5\uc0dd\uc0b0 4.9% \uacac\uc870, \uc18c\ub9e4 3.4% \ubc18\ub4f1, \ubb34\uc5ed \uac15\uc138 \uc9c0\uc18d \uc804\ub9dd. \uc778\ud504\ub77c \ud22c\uc790 \uc548\uc815, \ubd80\ub3d9\uc0b0\uc740 \uc704\ucd95. \ubcc0\ub3d9\uc131 \ud65c\uc6a9 \uc804\ub7b5\ub3c4 \uc81c\uc2dc. – 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-39636","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\/39636","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=39636"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39636\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=39636"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=39636"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=39636"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}