{"id":40215,"date":"2026-03-09T20:43:50","date_gmt":"2026-03-09T20:43:50","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/hsbc%ec%9e%90%ec%82%b0%ec%9a%b4%ec%9a%a9-%ec%a7%80%ec%a0%95%ed%95%99%ec%a0%81-%ea%b8%b4%ec%9e%a5%ec%9c%bc%eb%a1%9c-%ec%9c%a0%ea%b0%80-%ec%83%81%ec%8a%b9%c2%b7%eb%b3%80%eb%8f%99%ec%84%b1\/"},"modified":"2026-03-09T20:43:50","modified_gmt":"2026-03-09T20:43:50","slug":"hsbc%ec%9e%90%ec%82%b0%ec%9a%b4%ec%9a%a9-%ec%a7%80%ec%a0%95%ed%95%99%ec%a0%81-%ea%b8%b4%ec%9e%a5%ec%9c%bc%eb%a1%9c-%ec%9c%a0%ea%b0%80-%ec%83%81%ec%8a%b9%c2%b7%eb%b3%80%eb%8f%99%ec%84%b1","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/hsbc%ec%9e%90%ec%82%b0%ec%9a%b4%ec%9a%a9-%ec%a7%80%ec%a0%95%ed%95%99%ec%a0%81-%ea%b8%b4%ec%9e%a5%ec%9c%bc%eb%a1%9c-%ec%9c%a0%ea%b0%80-%ec%83%81%ec%8a%b9%c2%b7%eb%b3%80%eb%8f%99%ec%84%b1\/","title":{"rendered":"HSBC\uc790\uc0b0\uc6b4\uc6a9, \u201c\uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc73c\ub85c \uc720\uac00 \uc0c1\uc2b9\u00b7\ubcc0\ub3d9\uc131 \ud655\ub300\u2026\uc131\uc7a5 \ub9ac\uc2a4\ud06c \uc18d \uc790\uae08 \ub85c\ud14c\uc774\uc158\u201d"},"content":{"rendered":"HSBC\uc790\uc0b0\uc6b4\uc6a9\uc740 \ucd5c\uadfc \uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc73c\ub85c \uc720\uac00\uac00 \uc0c1\uc2b9\ud558\uace0 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \uc624\ub974\ub0b4\ub9ac\ub294 \uc815\ub3c4)\uc774 \ud655\ub300\ub410\ub2e4\uace0 \ubc1d\ud614\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub450 \uac00\uc9c0 \uc2dc\ub098\ub9ac\uc624\ub97c \uc81c\uc2dc\ud588\ub2e4. \uccab\uc9f8\ub294 \ub2e8\uae30 \ucda9\uaca9\uc73c\ub85c \ud604\uc7ac\uc758 \uc131\uc7a5\ub960\uacfc \uc774\uc775 \uc804\ub9dd\uc774 \uc720\uc9c0\ub418\ub294 \uacbd\uc6b0, \ub458\uc9f8\ub294 \uc720\uac00\uac00 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec\ub97c \uc6c3\ub3c4\ub294 \uae09\ub4f1\uc774 \uc7a5\uae30\ud654\ub3fc \uc131\uc7a5\uacfc \uae30\uc5c5\uc774\uc775, \uc8fc\uc2dd \uac00\uce58\ud3c9\uac00(\ubc38\ub958\uc5d0\uc774\uc158)\uac00 \uc57d\ud654\ub420 \uc218 \uc788\ub294 \uacbd\uc6b0\ub2e4.  \n\n\ubcf4\uace0\uc11c\ub294 \uc601\ud5a5\uc774 \uc720\uac00 \uc0c1\uc2b9\uc758 \uaddc\ubaa8(\uc5bc\ub9c8\ub098 \ud06c\uac8c \uc624\ub974\ub294\uc9c0), \uc18d\ub3c4(\uc5bc\ub9c8\ub098 \ube60\ub978\uc9c0), \uc9c0\uc18d\uae30\uac04(\uc5bc\ub9c8\ub098 \uc624\ub798 \uac00\ub294\uc9c0)\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c0\uba70 \uad6d\uac00\ubcc4\ub85c \uacb0\uacfc\uac00 \ub2e4\ub974\uac8c \ub098\ud0c0\ub09c\ub2e4\uace0 \uc124\uba85\ud588\ub2e4. \uccab \ubc88\uc9f8 \uacbd\uc6b0\uc5d0\ub294 \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uc774 \uc644\ud654\ub418\uace0 \uae00\ub85c\ubc8c \uacf5\uae09\uc774 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud574 \ucda9\uaca9\uc774 \uc77c\uc2dc\uc801\uc774\ubbc0\ub85c \uae30\ubcf8 \uc2dc\ub098\ub9ac\uc624\uac00 \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4\uace0 \ubd24\ub2e4.  \n\n<h3>Oil Shock Scenarios And Market Impact<\/h3>  \n\ub610 \uc131\uc7a5 \uce21\uba74\uc5d0\uc11c\ub294 \uc815\ucc45 \uc9c0\uc6d0, \uae30\uc5c5\uc774\uc775\uc758 \ud655\uc0b0, \uc778\uacf5\uc9c0\ub2a5(AI\u00b7\uc0ac\ub78c\uc774 \ud558\ub358 \ud310\ub2e8\u00b7\ubd84\uc11d\uc744 \ucef4\ud4e8\ud130\uac00 \uc218\ud589\ud558\ub294 \uae30\uc220) \uad00\ub828 \uc124\ube44\ud22c\uc790 \ud655\ub300\uac00 \ubc84\ud300\ubaa9\uc774 \ub420 \uc218 \uc788\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4. \ubc18\uba74 \ub450 \ubc88\uc9f8 \uacbd\uc6b0\uc5d0\ub294 \uc720\uac00\uac00 20\ub2ec\ub7ec \uc774\uc0c1 \uc9c0\uc18d\uc801\uc73c\ub85c \uc624\ub974\uac70\ub098 2022\ub144\ucc98\ub7fc \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec\ub97c \uc0c1\ud68c\ud558\uba74 \uc131\uc7a5\uc5d0 \ub354 \ud070 \ud0c0\uaca9\uc744 \uc8fc\uace0 \uae30\uc5c5\uc774\uc775\uacfc \uc8fc\uac00\uc218\uc775\ube44\uc728(P\/E\u00b7\uc8fc\uac00\ub97c \uc8fc\ub2f9\uc21c\uc774\uc775\uc73c\ub85c \ub098\ub208 \uac12, \ub192\uc744\uc218\ub85d \ube44\uc2f8\uac8c \ud3c9\uac00\ub428) \ub4f1 \uac00\uce58\ud3c9\uac00 \ubc30\uc218\ub97c \ub0ae\ucd9c \uc218 \uc788\ub2e4\uace0 \uacbd\uace0\ud588\ub2e4.  \n\nHSBC\ub294 \uc720\uac00\uac00 10\ub2ec\ub7ec \uc9c0\uc18d \uc0c1\uc2b9\ud558\ub294 \uc0c1\ud669\ub3c4 \ubaa8\ud615\uc73c\ub85c \ubd84\uc11d\ud588\uc73c\uba70, \uc120\uc9c4\uad6d\uc740 \uc131\uc7a5\uacfc \ubb3c\uac00(\uc778\ud50c\ub808\uc774\uc158)\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc774 \ub300\uccb4\ub85c \ube44\uc2b7\ud558\uac8c \ub098\ud0c0\ub09c\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc2e0\ud765\uad6d\uc740 \uacb0\uacfc\uac00 \ub354 \ub2e4\uc591\ud558\uac8c \uac08\ub9b4 \uc218 \uc788\ub294 \ubc18\uba74, \ubbf8\uad6d \uc77c\ubd80 \uc790\uc0b0\uc740 \u201c\uc644\ubcbd\ud55c \uc0c1\ud669\uc744 \uc804\uc81c\ub85c \ud55c \uac00\uaca9\u201d \uc218\uc900\uc73c\ub85c \ud3c9\uac00\ub3fc \uc788\uc5b4 \ucde8\uc57d\ud560 \uc218 \uc788\uace0 \ub2e4\ub978 \uc9c0\uc5ed\uc740 \uac00\uce58\ud3c9\uac00 \uaca9\ucc28\uac00 \uc644\ucda9 \uc5ed\ud560\uc744 \ud560 \uc218 \uc788\ub2e4\uace0 \ud588\ub2e4.  \n\n<h3>Positioning And Hedging Approaches<\/h3>  \n\ub2e4\ub9cc \uc720\uac00 \uae09\ub4f1\uc774 \uc624\ub798 \uc9c0\uc18d\ub420 \uacbd\uc6b0 \uacbd\uc81c\uc131\uc7a5\uc5d0 \ub300\ud55c \uc704\ud5d8\uc744 \uace0\ub824\ud574\uc57c \ud55c\ub2e4\uace0 \uc9c0\uc801\ud588\ub2e4. 2022\ub144 \uc720\uac00\uac00 100\ub2ec\ub7ec\ub97c \ub118\uc5c8\uc744 \ub54c \ub098\ud0c0\ub0ac\ub358 \uc218\uc694 \uc704\ucd95\uacfc \uc2dc\uc7a5 \ud63c\ub780\uc744 \uc0c1\uae30\ud560 \ud544\uc694\uac00 \uc788\ub2e4\ub294 \uac83\uc774\ub2e4. \ub610\ud55c 2\uc6d4 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI\u00b7\uac00\uacc4\uac00 \uad6c\ub9e4\ud558\ub294 \uc0c1\ud488\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9\uc758 \ubcc0\ud654\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\uc5d0\uc11c \uadfc\uc6d0\ubb3c\uac00(\ubcc0\ub3d9\uc131\uc774 \ud070 \uc5d0\ub108\uc9c0\u00b7\uc2dd\ud488\uc744 \uc81c\uc678\ud55c \ubb3c\uac00)\uac00 3.1%\ub85c \uc27d\uac8c \uaebe\uc774\uc9c0 \uc54a\ub294 \ud750\ub984\uc744 \ubcf4\uc778 \ub9cc\ud07c, \uc720\uac00 \ucda9\uaca9\uc774 \uc7a5\uae30\ud654\ub418\uba74 \uc911\uc559\uc740\ud589\uc758 \uacbd\uae30 \ubd80\uc591 \uc5ec\ub825\uc774 \ud06c\uac8c \uc81c\ud55c\ub420 \uc218 \uc788\ub2e4\uace0 \uc124\uba85\ud588\ub2e4.  \n\n\ub354 \ubd80\uc815\uc801\uc778 \uc2dc\ub098\ub9ac\uc624\uc5d0\uc11c\ub294 S&#038;P500 \uac19\uc740 \uc8fc\uc694 \uc8fc\uac00\uc9c0\uc218\uc5d0 \ub300\ud55c \ubcf4\ud638\uc6a9 \ud48b\uc635\uc158(\uac00\uaca9 \ud558\ub77d\uc5d0 \ub300\ube44\ud574 \ubbf8\ub9ac \uc815\ud55c \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc774 \uc911\uc694\ud574\uc9c4\ub2e4\uace0 \ud588\ub2e4. \ubbf8\uad6d \uc2dc\uc7a5\uc740 \ud2b9\ud788 \ucde8\uc57d\ud560 \uc218 \uc788\ub294\ub370, S&#038;P500\uc758 \uc120\ud589 PER(\ud5a5\ud6c4 12\uac1c\uc6d4 \uc608\uc0c1 \uc774\uc775 \uae30\uc900 P\/E)\uc774 \uc57d 22\ubc30\ub85c \ub192\uc544 \u201c\uc644\ubcbd\ud55c \uc2e4\uc801\u201d\uc744 \uac00\uc815\ud55c \uc218\uc900\uc774\ub77c\ub294 \ubd84\uc11d\uc774\ub2e4. \uc131\uc7a5 \ub454\ud654 \uc6b0\ub824\uac00 \ucee4\uc9c0\uba74 \ub192\uc740 \uac00\uce58\ud3c9\uac00\uac00 \ube60\ub974\uac8c \ud754\ub4e4\ub9b4 \uc218 \uc788\uc5b4 \uc635\uc158\uc744 \ud65c\uc6a9\ud55c \uc704\ud5d8\ud68c\ud53c(\ud5e4\uc9c0)\uac00 \ud544\uc694\ud558\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4.  \n\n\uacfc\uac70 \ubd84\uc11d\uc5d0\uc11c\ub294 \ubbf8\uad6d\uacfc \ub2e4\ub978 \uc9c0\uc5ed \uac04 \uac00\uce58\ud3c9\uac00 \uaca9\ucc28\uac00 \ubd80\uac01\ub410\uace0, \uc774\ub294 \ud604\uc7ac \uac70\ub798 \uae30\ud68c\uac00 \ub420 \uc218 \uc788\ub2e4\uace0 \ud588\ub2e4. MSCI \uc2e0\ud765\uad6d \uc9c0\uc218\ub294 \uc120\ud589 \uc774\uc775 \uae30\uc900 13\ubc30 \uc218\uc900\uc73c\ub85c \ud6e8\uc52c \ub0ae\uc544 \uc0c1\ub300\uc801 \uc644\ucda9 \uc5ec\uc9c0\uac00 \uc788\ub2e4\ub294 \uc124\uba85\uc774\ub2e4. \uc635\uc158\uc744 \ud65c\uc6a9\ud574 \uc2e0\ud765\uad6d \uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc(ETF\u00b7\uc9c0\uc218\ucc98\ub7fc \uac70\ub798\ub418\ub294 \ud380\ub4dc)\ub97c \uc120\ud638\ud558\uace0 \uace0\ud3c9\uac00\ub41c \ubbf8\uad6d \uc9c0\uc218\ub294 \uc0c1\ub300\uc801\uc73c\ub85c \ub35c \uac00\uc838\uac00\ub294 \u2018\ud398\uc5b4 \ud2b8\ub808\uc774\ub4dc\u2019(\ub450 \uc790\uc0b0\uc744 \ub3d9\uc2dc\uc5d0 \ub9e4\uc218\u00b7\ub9e4\ub3c4\ud574 \uc0c1\ub300 \uc131\uacfc\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5)\uac00 \uc5d0\ub108\uc9c0 \uac00\uaca9 \uc0c1\uc2b9\uc774 \uae00\ub85c\ubc8c \uc131\uc7a5\uc5d0 \ubd80\ub2f4\uc744 \uc8fc\uae30 \uc2dc\uc791\ud558\uba74 \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4\uace0 \ubd84\uc11d\ud588\ub2e4.\n<p>\n\n<p><strong>\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 &#8211; VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694 <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>\uc720\uac00 \uae09\ub4f1, \uc2dc\uc7a5 \ud754\ub4e4\ub9b4\uae4c: HSBC\ub294 \ub2e8\uae30 \ucda9\uaca9\uc740 \uc131\uc7a5\u00b7\uc774\uc775 \uc720\uc9c0, 100\ub2ec\ub7ec \uc7a5\uae30\ud654 \ub550 \uc131\uc7a5\u00b7\ubc38\ub958\uc5d0\uc774\uc158 \uc57d\ud654 \uacbd\uace0. \uace0PER \u7f8e \ucde8\uc57d, \ud48b\uc635\uc158\u00b7\uc2e0\ud765\uad6d \uc120\ud638 \uc81c\uc548.<\/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-40215","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\/40215","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=40215"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/40215\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=40215"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=40215"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=40215"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}