{"id":40197,"date":"2026-03-09T18:43:21","date_gmt":"2026-03-09T18:43:21","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/2025%eb%85%84-%ea%b8%80%eb%a1%9c%eb%b2%8c-%ec%84%a0%eb%91%90%eb%a5%bc-%eb%8b%ac%eb%a6%b0-%ec%bd%94%ec%8a%a4%ed%94%bc-2026%eb%85%84-%ec%83%81%ec%8a%b9%ec%84%b8-%ec%9d%b4%ec%96%b4%ea%b0%80%eb%a9%b0\/"},"modified":"2026-03-09T18:43:21","modified_gmt":"2026-03-09T18:43:21","slug":"2025%eb%85%84-%ea%b8%80%eb%a1%9c%eb%b2%8c-%ec%84%a0%eb%91%90%eb%a5%bc-%eb%8b%ac%eb%a6%b0-%ec%bd%94%ec%8a%a4%ed%94%bc-2026%eb%85%84-%ec%83%81%ec%8a%b9%ec%84%b8-%ec%9d%b4%ec%96%b4%ea%b0%80%eb%a9%b0","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/2025%eb%85%84-%ea%b8%80%eb%a1%9c%eb%b2%8c-%ec%84%a0%eb%91%90%eb%a5%bc-%eb%8b%ac%eb%a6%b0-%ec%bd%94%ec%8a%a4%ed%94%bc-2026%eb%85%84-%ec%83%81%ec%8a%b9%ec%84%b8-%ec%9d%b4%ec%96%b4%ea%b0%80%eb%a9%b0\/","title":{"rendered":"2025\ub144 \uae00\ub85c\ubc8c \uc120\ub450\ub97c \ub2ec\ub9b0 \ucf54\uc2a4\ud53c, 2026\ub144 \uc0c1\uc2b9\uc138 \uc774\uc5b4\uac00\uba70 \ucd94\uac00 \uc0ac\uc0c1 \ucd5c\uace0\uce58 \uacbd\uc2e0 \uac00\ub2a5\uc131\uc5d0 \uc758\uad6c\uc2ec"},"content":{"rendered":"KOSPI\ub294 2025\ub144\uc5d0 75% \uc0c1\uc2b9\ud588\uace0, 2026\ub144 3\uc6d4 6\uc77c(\uae08) \uc885\uac00 \uae30\uc900\uc73c\ub85c \uc5f0\ucd08 \uc774\ud6c4 \ucd94\uac00\ub85c 25% \uc62c\ub790\ub2e4. \uac19\uc740 \uae30\uac04 \ub098\uc2a4\ub2e5\uc740 4.64% \ud558\ub77d\ud588\uace0, DAX 40\uacfc CAC 40\ub3c4 \uac01\uac01 3.70%, 1.50% \ub0b4\ub838\ub2e4. \uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc774 \uc11c\ubc29 \uc2dc\uc7a5\uc5d0 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud55c \uc601\ud5a5\uc774\ub2e4.\n\n\ubc30\uacbd \uc911 \ud558\ub098\ub294 \uc8fc\ud0dd \uac00\uaca9\uc774 \uae09\ub4f1\ud558\uba74\uc11c \ud55c\uad6d\uc758 \uc80a\uc740 \uce35\uc774 \ubd80\ub3d9\uc0b0\uc5d0\uc11c \uc8fc\uc2dd\uc73c\ub85c \uc790\uae08\uc744 \uc62e\uae34 \uc810\uc774\ub2e4. 2024\ub144 \uc11c\uc6b8 \uac00\uad6c\ub294 \ucc98\ubd84\uac00\ub2a5\uc18c\ub4dd(\uc138\uae08 \ub4f1\uc744 \ub0b4\uace0 \uc2e4\uc81c\ub85c \uc4f8 \uc218 \uc788\ub294 \uc18c\ub4dd)\uc744 \ubaa8\ub450 \uc800\ucd95\ud574\ub3c4 \uc9d1\uc744 \uc0ac\ub294 \ub370 \uc57d 14\ub144\uc774 \ud544\uc694\ud588\ub2e4. \ubc18\uba74 \ub274\uc695\uc740 2022\ub144 \uae30\uc900 \ub370\uc774\ud130\ub85c \uc57d 9.7\ub144 \uc218\uc900\uc774\uc5c8\ub2e4.\n\n

\uad6d\ub0b4 \ud638\uc7ac\uc640 \uc815\ucc45 \ucd09\ub9e4<\/h3>\n\uc815\ucc45 \ubcc0\ud654\ub3c4 \uc8fc\uc2dd\uc2dc\uc7a5\uc744 \ub4b7\ubc1b\uce68\ud588\ub2e4. KOSPI\ub294 2026\ub144 1\uc6d4 5,000\uc120\uc744, 2\uc6d4\uc5d0\ub294 6,000\uc120\uc744 \ub3cc\ud30c\ud588\ub2e4. \u2018Value-Up(\ubc38\ub958\uc5c5: \uae30\uc5c5\uc774 \uc8fc\uc8fc\ud658\uc6d0 \ud655\ub300, \uc9c0\ubc30\uad6c\uc870 \uac1c\uc120 \ub4f1\uc744 \ud1b5\ud574 \uae30\uc5c5\uac00\uce58\ub97c \ub192\uc774\ub3c4\ub85d \uc720\ub3c4\ud558\ub294 \ud504\ub85c\uadf8\ub7a8)\u2019\uacfc \uc5f0\uacc4\ub41c \uac1c\ud601\uc73c\ub85c\ub294 2025\ub144 7\uc6d4 \uc0c1\ubc95 \uac1c\uc815, \uc790\uae30\uc8fc\uc2dd(\ud68c\uc0ac\uac00 \uc2a4\uc2a4\ub85c \uc0ac\ub4e4\uc778 \uc790\uc0ac \uc8fc\uc2dd) 1\ub144 \ub0b4 \uc18c\uac01 \uc758\ubb34 \uaddc\uc815, 2025\ub144 12\uc6d4 \ubc30\ub2f9\uc18c\ub4dd\uc138(\ubc30\ub2f9\uc5d0 \ubd80\uacfc\ub418\ub294 \uc138\uae08) \uc138\uc728\uc744 45%\uc5d0\uc11c 14%~30%\ub85c \uc778\ud558\ud55c \uc870\uce58 \ub4f1\uc774 \ud3ec\ud568\ub410\ub2e4.\n\n2025\ub144 \ub9d0\uae4c\uc9c0 174\uac1c \uae30\uc5c5\uc774 \uae30\uc5c5\uac00\uce58 \uc81c\uace0 \uacc4\ud68d\uc744 \ucc44\ud0dd\ud588\uace0, \uc678\uad6d\uc778 \ucc38\uc5ec\ub3c4\ub294 \uac70\uc758 2\ubc30\ub85c \ub298\uc5c8\ub2e4. \ud55c\uad6d \ubc38\ub958\uc5c5 \uc9c0\uc218\ub294 2024\ub144 \ub9d0 \uc774\ud6c4 130% \uc774\uc0c1 \uc0c1\uc2b9\ud588\ub2e4. \uc2dc\uac00\ucd1d\uc561\uc758 \uc57d 3\ubd84\uc758 1\uc744 \ucc28\uc9c0\ud558\ub294 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc778\uacf5\uc9c0\ub2a5(AI: \uc0ac\ub78c\uc758 \ud559\uc2b5\u00b7\ucd94\ub860\uc744 \ucef4\ud4e8\ud130\uac00 \uc218\ud589\ud558\ub3c4\ub85d \ud558\ub294 \uae30\uc220) \uad00\ub828 \uba54\ubaa8\ub9ac \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \uc0c1\uc2b9\ud588\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 2025\ub144 \uc601\uc5c5\uc774\uc775 47\uc8702,000\uc5b5 \uc6d0\uc744 \uae30\ub85d\ud574 \uc0bc\uc131\uc804\uc790(43\uc8706,000\uc5b5 \uc6d0)\ub97c \uc55e\uc130\ub2e4. 2025\ub144 4\ubd84\uae30 NAND \uc810\uc720\uc728\uc740 \uac01\uac01 28%, 22.1%\uc600\ub2e4(NAND: \uc800\uc7a5\uc7a5\uce58\uc5d0 \uc4f0\uc774\ub294 \ud50c\ub798\uc2dc \uba54\ubaa8\ub9ac). 2025\ub144\uc5d0\ub294 SK\ud558\uc774\ub2c9\uc2a4\uac00 274%, \uc0bc\uc131\uc804\uc790\uac00 125% \uc0c1\uc2b9\ud588\uace0, 2026\ub144 3\uc6d4 6\uc77c\uae4c\uc9c0 \uc5f0\ucd08 \uc774\ud6c4 \uac01\uac01 41%, \uc57d 56% \ucd94\uac00 \uc0c1\uc2b9\ud588\ub2e4.\n\nKOSPI\uac00 \uc62c\ud574 \ub4e4\uc5b4 \uc774\ubbf8 25% \uae09\ub4f1\ud55c \ub9cc\ud07c, \uc2dc\uc7a5\uc758 \ubc29\uc2ec \uc9d5\ud6c4\uac00 \ubcf4\uc778\ub2e4. \uc774\ub294 \ubcf4\ud1b5 \uc635\uc158 \uac00\uaca9\uc744 \ub0ae\ucd98\ub2e4(\uc635\uc158: \uc815\ud574\uc9c4 \uae30\uac04 \ub0b4 \ubbf8\ub9ac \uc815\ud55c \uac00\uaca9\uc73c\ub85c \uc790\uc0b0\uc744 \uc0b4 \uad8c\ub9ac\u00b7\ud314 \uad8c\ub9ac). \ud55c\uad6d\uc758 \ubcc0\ub3d9\uc131 \uc9c0\uc218\uc778 VKOSPI(\ubcc0\ub3d9\uc131 \uc9c0\uc218: \uc2dc\uc7a5\uc774 \uc608\uc0c1\ud558\ub294 \uac00\uaca9 \ud754\ub4e4\ub9bc\uc758 \ud06c\uae30\ub97c \uc9c0\uc218\ub85c \ub098\ud0c0\ub0b8 \uac83)\ub294 \uacfc\uac70 \uac15\uc138\uc7a5 \ub54c \ub098\ud0c0\ub0ac\ub358 13~15 \uc218\uc900\ucc98\ub7fc \uc5ed\uc0ac\uc801 \uc800\uc810 \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\uc744 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 \ud30c\uc0dd\uc0c1\ud488(\uc8fc\uc2dd\u00b7\uc9c0\uc218 \ub4f1 \uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc5d0 \ub530\ub77c \uac00\uce58\uac00 \ubcc0\ud558\ub294 \uae08\uc735\uc0c1\ud488)\uc73c\ub85c \ud3ec\uc9c0\uc158\uc744 \uad6c\ucd95\ud558\ub294 \ube44\uc6a9\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \ub0ae\ub2e4.\n\nAI\u00b7\ubc18\ub3c4\uccb4 \ud638\ud669\uc744 \uc9c1\uc811\uc801\uc73c\ub85c \uac70\ub798\ud558\ub294 \ubc29\ubc95\uc740 \uc5c5\uc885 \ub300\ud45c\uc8fc\uc778 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc5d0 \ub300\ud55c \ucf5c\uc635\uc158(\ucf5c\uc635\uc158: \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \u2018\uc0b4 \uad8c\ub9ac\u2019)\uc744 \ud65c\uc6a9\ud558\ub294 \uac83\uc774\ub2e4. \ub450 \uc885\ubaa9\uc758 \uac15\uc138\uac00 \uc9c0\uc218 \uc0c1\uc2b9\uc758 \ud575\uc2ec \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\ub2e4. \ucf5c \uc2a4\ud504\ub808\ub4dc(\ucf5c \uc2a4\ud504\ub808\ub4dc: \ucf5c\uc635\uc158\uc744 \ub9e4\uc218\ud558\uba74\uc11c \ub354 \ub192\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uc744 \ud568\uaed8 \ub9e4\ub3c4\ud574 \ube44\uc6a9\uc744 \uc904\uc774\ub294 \uc804\ub7b5)\ub97c \uc4f0\uba74 \ucd08\uae30 \ube44\uc6a9\uc744 \ub0ae\ucd94\uba74\uc11c\ub3c4 \uc0c1\uc2b9 \uc5ec\ub825\uc744 \uc77c\ubd80 \ud655\ubcf4\ud560 \uc218 \uc788\ub2e4.\n\n\ub2e4\ub9cc 2025\ub144\ubd80\ud130 \ubcf8\uaca9\ud654\ud55c \uac1c\uc778 \ud22c\uc790\uc790 \ucc38\uc5ec \ud655\ub300\ub294 \ud22c\uc790\uc2ec\ub9ac\uac00 \uae09\ubcc0\ud560 \ub54c \ubcc0\ub3d9\uc131\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4. 2020~2021\ub144 \u2018\ub3d9\ud559\uac1c\ubbf8\u2019(\uac1c\uc778 \ud22c\uc790\uc790 \uc911\uc2ec\uc758 \ub300\uaddc\ubaa8 \uc8fc\uc2dd \ub9e4\uc218 \ud750\ub984) \ub2f9\uc2dc\uc5d0\ub3c4 \uac1c\uc778 \uc8fc\ub3c4 \ub7a0\ub9ac \uc774\ud6c4 \ud070 \uc870\uc815\uc774 \ub098\ud0c0\ub09c \ubc14 \uc788\ub2e4. \ud5a5\ud6c4 \uc218\uc8fc \ub0b4 \uae09\ub77d\uc5d0 \ub300\ube44\ud574 KOSPI 200 \uc9c0\uc218\uc758 \uc678\uac00\uaca9 \ud48b\uc635\uc158(\uc678\uac00\uaca9: \ud604\uc7ac \uac00\uaca9\ubcf4\ub2e4 \ub354 \ubd88\ub9ac\ud55c \ud589\uc0ac\uac00\ub85c, \uac00\uaca9\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \uc2fc \uc635\uc158 \/ \ud48b\uc635\uc158: \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \u2018\ud314 \uad8c\ub9ac\u2019)\uc744 \uc18c\ub7c9 \ub9e4\uc218\ud558\uba74 \ud5e4\uc9c0(\ud5e4\uc9c0: \uc190\uc2e4 \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4 \uac70\ub798) \uc218\ub2e8\uc774 \ub420 \uc218 \uc788\ub2e4.\n\n

\ud3ec\uc9c0\uc154\ub2dd\uacfc \ud558\ubc29 \ub9ac\uc2a4\ud06c \uad00\ub9ac<\/h3>\n\ub3d9\uc2dc\uc5d0 \u2018\ubc38\ub958\uc5c5\u2019 \ud504\ub85c\uadf8\ub7a8\uc740 \uae30\uad00 \uc790\uae08\uc744 \ub04c\uc5b4\ub4e4\uc774\uba70 \uc2dc\uc7a5\uc758 \uad6c\uc870\uc801 \uc9c0\uc9c0 \uc5ed\ud560\uc744 \ud558\uace0 \uc788\ub2e4. \uc678\uad6d\uc778 \ud22c\uc790\uc790\ub294 2025\ub144\uae4c\uc9c0 \uc0c1\uc2b9 \uad6d\uba74\uc5d0\uc11c \ud55c\uad6d \uc8fc\uc2dd\uc744 120\uc5b5 \ub2ec\ub7ec \uc774\uc0c1 \uc21c\ub9e4\uc218(\uc21c\ub9e4\uc218: \ub9e4\uc218\uc561\uc774 \ub9e4\ub3c4\uc561\ubcf4\ub2e4 \ud070 \uc0c1\ud0dc)\ud588\uc73c\uba70, \uc774\ub7f0 \uc790\uae08 \uc720\uc785\uc740 \uae09\ub77d \uc704\ud5d8\uc744 \ub0ae\ucd98\ub2e4. \uc870\uc815\uc774 \ub098\ud0c0\ub098\ub3c4 \ud3ed\uc774 \uc81c\ud55c\ub420 \uac00\ub2a5\uc131\uc774 \uc788\uc5b4, \ud48b \uc2a4\ud504\ub808\ub4dc \ub9e4\ub3c4(\ud48b \uc2a4\ud504\ub808\ub4dc: \uc11c\ub85c \ub2e4\ub978 \ud589\uc0ac\uac00\uc758 \ud48b\uc635\uc158\uc744 \uc870\ud569\ud558\ub294 \uc804\ub7b5 \/ \ub9e4\ub3c4 \uc2dc \ud504\ub9ac\ubbf8\uc5c4(\ud504\ub9ac\ubbf8\uc5c4: \uc635\uc158 \uac00\uaca9)\uc744 \ubc1b\ub294 \uad6c\uc870)\ub294 \ub418\ub3cc\ub9bc\uc744 \uc608\uc0c1\ud558\ub294 \uc2dc\uc7a5 \ucc38\uac00\uc790\uc5d0\uac8c\uc11c \ud504\ub9ac\ubbf8\uc5c4\uc744 \ud655\ubcf4\ud558\ub294 \ubc29\uc2dd\uc774 \ub420 \uc218 \uc788\ub2e4.\n

\n\n

\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 – VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 \uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694 <\/strong> <\/p>\n","protected":false},"excerpt":{"rendered":"

\u201c\ucf54\uc2a4\ud53c\ub9cc \uac04\ub2e4\u201d 2025\ub144 +75% \uc774\uc5b4 \uc62c\ud574\ub3c4 +25%\u2026\ubc38\ub958\uc5c5\u00b7\uc138\uc81c\uac1c\ud3b8\u00b7AI \ubc18\ub3c4\uccb4\uac00 \uacac\uc778. \ub2e4\ub9cc VKOSPI \uc800\uc810\uad8c, \uac1c\uc778\uc790\uae08 \uc720\uc785\uc5d0 \uae09\ub77d \ub300\ube44 \uc635\uc158 \ud5e4\uc9c0 \ud544\uc694.<\/p>\n","protected":false},"author":87,"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-40197","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\/40197","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\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=40197"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/40197\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=40197"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=40197"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=40197"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}