{"id":41041,"date":"2026-03-14T01:41:50","date_gmt":"2026-03-14T01:41:50","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%bd%94%eb%a9%94%eb%a5%b4%ec%b8%a0%eb%b0%a9%ed%81%ac-%ed%97%a8%eb%a6%ac-%ed%95%98%ec%98%a4-%ec%a4%91%ea%b5%ad-%ec%83%9d%ec%82%b0-%ec%a6%9d%ea%b0%80%ec%9c%a8-5-5-%ea%b7%bc%ec%a0%91-%ec%a0%84\/"},"modified":"2026-03-14T01:41:50","modified_gmt":"2026-03-14T01:41:50","slug":"%ec%bd%94%eb%a9%94%eb%a5%b4%ec%b8%a0%eb%b0%a9%ed%81%ac-%ed%97%a8%eb%a6%ac-%ed%95%98%ec%98%a4-%ec%a4%91%ea%b5%ad-%ec%83%9d%ec%82%b0-%ec%a6%9d%ea%b0%80%ec%9c%a8-5-5-%ea%b7%bc%ec%a0%91-%ec%a0%84","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%bd%94%eb%a9%94%eb%a5%b4%ec%b8%a0%eb%b0%a9%ed%81%ac-%ed%97%a8%eb%a6%ac-%ed%95%98%ec%98%a4-%ec%a4%91%ea%b5%ad-%ec%83%9d%ec%82%b0-%ec%a6%9d%ea%b0%80%ec%9c%a8-5-5-%ea%b7%bc%ec%a0%91-%ec%a0%84\/","title":{"rendered":"\ucf54\uba54\ub974\uce20\ubc29\ud06c \ud5e8\ub9ac \ud558\uc624 \u201c\uc911\uad6d \uc0dd\uc0b0 \uc99d\uac00\uc728 5.5% \uadfc\uc811 \uc804\ub9dd\u2026\uc18c\ub9e4\ud310\ub9e4\u00b7\ud22c\uc790 \ubd80\uc9c4\u201d"},"content":{"rendered":"\ucf54\uba54\ub974\uce20\ubc29\ud06c\uc758 \uc218\uc11d \uc774\ucf54\ub178\ubbf8\uc2a4\ud2b8 \ud5e8\ub9ac \ud558\uc624 \ubc15\uc0ac\ub294 \uace7 \ubc1c\ud45c\ub420 \uc911\uad6d \uc9c0\ud45c\uc5d0\uc11c **\uc0dd\uc0b0(\uacf5\uae09)**\uacfc **\uad6d\ub0b4 \uc218\uc694(\uc18c\ube44\u00b7\ud22c\uc790)** \uc0ac\uc774\uc758 \uaca9\ucc28\uac00 \ub098\ud0c0\ub0a0 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4. **\uc0b0\uc5c5\uc0dd\uc0b0(\uacf5\uc7a5\u00b7\uad11\uc0b0 \ub4f1\uc758 \uc0dd\uc0b0 \uc99d\uac00\uc728)**\uc740 \uc804\ub144 \ub300\ube44 \uc57d **5.5%**\ub85c \uc608\uc0c1\ub418\uba70, **\uce5c\ud658\uacbd \uae30\uc220 \uc218\ucd9c(\uc804\uae30\ucc28\u00b7\ubc30\ud130\ub9ac\u00b7\ud0dc\uc591\uad11 \ub4f1 \uc800\ud0c4\uc18c \uc81c\ud488 \uc218\ucd9c)**\uc740 **21.8%** \uc99d\uac00\ud560 \uac83\uc73c\ub85c \ucd94\uc815\ub410\ub2e4.\n\n**\uc18c\ub9e4\ud310\ub9e4(\uac00\uacc4\uc758 \uc18c\ube44 \uc9c0\ucd9c\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)**\ub294 \uc804\ub144 \ub300\ube44 **3.0%**\ub85c \uc608\uc0c1\ub3fc, \uc0dd\uc0b0 \uc99d\uac00\ubcf4\ub2e4 \uc18c\ube44\uac00 \ub354 \uc57d\ud568\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ucd98\uc808(\uc74c\ub825 \uc124) \uad00\uad11\uc774 **\uc11c\ube44\uc2a4\uc5c5(\uc219\ubc15\u00b7\uc678\uc2dd\u00b7\uad50\ud1b5 \ub4f1)**\uc744 \ub04c\uc5b4\uc62c\ub9b4 \uc218 \uc788\uc9c0\ub9cc, **\uace0\uac00 \ub0b4\uad6c\uc7ac(\uc790\ub3d9\ucc28\u00b7\uac00\uc804 \ub4f1 \ud070\ub3c8\uc774 \ub4dc\ub294 \ud488\ubaa9)** \uc218\uc694\uac00 \ub454\ud654\ud558\uba74 \uc0c1\uc2b9 \ud3ed\uc774 \uc81c\ud55c\ub420 \uc218 \uc788\ub2e4.\n\n<h3>Output Demand Divergence<\/h3>\n**\uace0\uc815\uc790\uc0b0\ud22c\uc790(\uacf5\uc7a5\u00b7\uc124\ube44\u00b7\uc778\ud504\ub77c \uac19\uc740 \uc7a5\uae30 \uc790\uc0b0\uc5d0 \ub300\ud55c \ud22c\uc790)**\ub294 2025\ub144 \ud558\ubc18\uae30 \uac10\uc18c \uc774\ud6c4 \uc804\ub144 \ub300\ube44 **1.5%** \uc548\ud30e\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \ub2e8\uae30 \uac1c\uc120\uc740 **\uc124\ube44 \uad50\uccb4\u00b7\uc5c5\uadf8\ub808\uc774\ub4dc(\ub178\ud6c4 \uc7a5\ube44\ub97c \uc0c8 \uc7a5\ube44\ub85c \ubc14\uafb8\ub294 \ud22c\uc790)** \uc601\ud5a5\uc774 \ud06c\uace0, \ub354 \ub113\uc740 **\uc778\ud504\ub77c \ud22c\uc790(\ub3c4\ub85c\u00b7\ucca0\ub3c4\u00b7\uc804\ub825\ub9dd \ub4f1 \uacf5\uacf5 \ud22c\uc790)** \ud6a8\uacfc\ub294 \uc2dc\ucc28\ub97c \ub450\uace0 \ub098\ud0c0\ub0a0 \uac83\uc774\ub77c\ub294 \uad00\uce21\uc774\ub2e4.\n\n**\uc778\ud504\ub77c \uc911\uc2ec \ubd80\uc591**\uc740 **2\ubd84\uae30(Q2)**\ubd80\ud130 \uac00\uc2dc\ud654\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \uc774\ub294 **\uad6d\ucc44\u00b7\uc9c0\ubc29\uc815\ubd80\ucc44 \ubc1c\ud589 \ud655\ub300(\uc815\ubd80\uac00 \ub3c8\uc744 \uc870\ub2ec\ud558\uae30 \uc704\ud574 \ucc44\uad8c\uc744 \ub9ce\uc774 \ucc0d\ub294 \uac83)**\ub85c \ub9c8\ub828\ub41c \uc790\uae08\uc774 \uc2e4\uc81c \uc9d1\ud589\ub418\uba74\uc11c \ub098\ud0c0\ub098\ub294 \ud6a8\uacfc\ub2e4. \uc778\ud504\ub77c\uc758 \ub354 \ud070 \ud30c\uae09\uc740 \ud558\ubc18\uae30\uc5d0 \ub098\ud0c0\ub0a0 \uac00\ub2a5\uc131\uc774 \ub354 \ub192\ub2e4\uace0 \ud3c9\uac00\ub410\ub2e4.\n\n\uace7 \ub098\uc62c \uc911\uad6d \uc9c0\ud45c\ub294 **\ub450 \uac08\ub798 \uacbd\uae30(\uc77c\ubd80\ub294 \ube60\ub974\uac8c, \uc77c\ubd80\ub294 \ub290\ub9ac\uac8c \uc6c0\uc9c1\uc774\ub294 \uacbd\uae30)**\ub97c \ubcf4\uc5ec\uc904 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc774\uc5d0 \ub530\ub77c **\ud398\uc5b4 \ud2b8\ub808\uc774\ub529(\uc0c1\ub300\uc801\uc73c\ub85c \uac15\ud55c \uc790\uc0b0\uc744 \uc0ac\uace0 \uc57d\ud55c \uc790\uc0b0\uc744 \ud30c\ub294 \uc0c1\ub300\uac00\uce58 \uac70\ub798)**\uc774 \uc720\ud6a8\ud560 \uc218 \uc788\ub2e4. \uc0b0\uc5c5\uc0dd\uc0b0\uc740 \uc804\ub144 \ub300\ube44 **5.5%**\ub85c \uacac\uc870\ud55c \ubc18\uba74 \uc18c\ub9e4\ud310\ub9e4\ub294 **3.0%**\uc5d0 \uadf8\uccd0 \uaca9\ucc28\uac00 \uc774\uc5b4\uc9c4\ub2e4\ub294 \ud310\ub2e8\uc774\ub2e4. \uc774\ub294 **\uc0b0\uc5c5\u00b7\uc218\ucd9c \uad00\ub828 \uc790\uc0b0 \ub9e4\uc218(\ub871)**\uc640 **\ub0b4\uc218 \uc18c\ube44 \uad00\ub828 \uc790\uc0b0 \ub9e4\ub3c4(\uc20f)** \uc804\ub7b5\uc5d0 \ud798\uc744 \uc2e3\ub294\ub2e4.\n\n\uc0b0\uc5c5 \uac15\uc138\ub294 **\uce5c\ud658\uacbd \uae30\uc220 \uc218\ucd9c 21.8% \uc99d\uac00**\uac00 \uc8fc\ub41c \ub3d9\ub825\uc73c\ub85c, **\uc6d0\uc790\uc7ac \uac00\uaca9(\uad6c\ub9ac \ub4f1 \uc0b0\uc5c5 \uae08\uc18d)**\uc744 \uc9c0\uc9c0\ud574 \uc654\ub2e4. \uc608\ub97c \ub4e4\uc5b4 **LME(\ub7f0\ub358\uae08\uc18d\uac70\ub798\uc18c) 3\uac1c\uc6d4 \uad6c\ub9ac \uc120\ubb3c(3\uac1c\uc6d4 \ub4a4 \uc778\ub3c4\ub418\ub294 \uad6c\ub9ac \uac00\uaca9 \uacc4\uc57d)**\uc740 2026\ub144 \ucd08 **\ud1a4\ub2f9 9,000\ub2ec\ub7ec** \uc704\ub97c \uc720\uc9c0\ud588\ub2e4. \uc774 \uc804\ub9dd\uc740 **\ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac) \ud22c\uc790**\ub098 \uc911\uad6d **\uc2e0\uc5d0\ub108\uc9c0(\uc804\uae30\ucc28\u00b7\ubc30\ud130\ub9ac\u00b7\ud0dc\uc591\uad11 \ub4f1)** \uad00\ub828 ETF\uc5d0 \uc6b0\ud638\uc801\uc774\uc9c0\ub9cc, 2025\ub144 \ub0b4\ub0b4 \uc774\uc5b4\uc9c4 \uc11c\ubc29\uacfc\uc758 **\ubb34\uc5ed \uac08\ub4f1(\uad00\uc138\u00b7\uc218\uc785 \uaddc\uc81c \ub4f1)** \uc7ac\uc810\ud654 \uac00\ub2a5\uc131\uc740 \ubcc0\uc218\ub85c \ub0a8\uc544 \uc788\ub2e4.\n\n<h3>Positioning For Two Speed China<\/h3>\n\ubc18\ub300\ub85c \ub0b4\uc218 \ubd80\uc9c4\uc740 \uc18c\ube44 \uad00\ub828 \uae30\uc5c5\uc5d0 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4. \uc18c\ub9e4\ud310\ub9e4\uc758 \ub0ae\uc740 \uc804\ub9dd\uce58\ub294 \ucd5c\uadfc **\uc18c\ube44\uc790\uc2e0\ub8b0\uc9c0\uc218(\uac00\uacc4\uc758 \uc18c\ube44 \uc5ec\ub825\u00b7\uc2ec\ub9ac\ub97c \ub098\ud0c0\ub0b4\ub294 \uc9c0\ud45c)**\uac00 1\ub144 \ub118\uac8c **\uae30\uc900\uc120(\uc911\ub9bd)\uc778 100**\uc744 \ub6ab\uc9c0 \ubabb\ud55c \ud750\ub984\uacfc \ub9de\ubb3c\ub9b0\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc740 **\ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)**\uc744 \ud65c\uc6a9\ud574 **\uc18c\ube44\uc7ac\u00b7\uacbd\uae30\ubbfc\uac10 \uc18c\ube44 \uc5c5\uc885(\uc120\ud0dd\uc18c\ube44\uc7ac)**\uacfc **\ubd80\ub3d9\uc0b0 \uad00\ub828 \uae30\uc5c5(\uc8fc\ud0dd\u00b7\uac1c\ubc1c\u00b7\uac74\uc124 \uc5f0\uad00 \uae30\uc5c5)**\uc5d0 \ub300\ud55c \ud558\ubc29 \uc704\ud5d8\uc5d0 \ub300\ube44\ud558\ub294 \uc804\ub7b5\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4.\n\n\uace0\uc815\uc790\uc0b0\ud22c\uc790\ub294 \uc804\ub144 \ub300\ube44 **1.5%**\ub85c \uc18c\ud3ed \uc99d\uac00\ud574 2025\ub144 \ud558\ubc18\uae30\uc758 \ud070 \uac10\uc18c \uc774\ud6c4 **\uc77c\uc2dc\uc801 \uc548\uc815**\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ub2e4\ub9cc **\uc778\ud504\ub77c \uc9c0\ucd9c\uc758 \ubcf8\uaca9 \ud6a8\uacfc**\ub294 2\ubd84\uae30 \uc774\uc804\uc5d0\ub294 \uc81c\ud55c\uc801\uc77c \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. **\ub300\uaddc\ubaa8 \ucc44\uad8c \ubc1c\ud589**\uc73c\ub85c \uc870\ub2ec\ud55c \uc790\uae08\uc774 \uc774\uc81c \ub9c9 \uc9d1\ud589\ub418\uae30 \uc2dc\uc791\ud588\uae30 \ub54c\ubb38\uc774\ub2e4. \uc774\ub294 2015\ub144 \uc774\ud6c4 \ubd80\uc591\ucc45\uc5d0\uc11c \ubcf4\uc600\ub358 **\uc815\ucc45 \ud6a8\uacfc\uc758 \uc2dc\ucc28(\ub3c8\uc744 \ud480\uc5b4\ub3c4 \uc2e4\ubb3c\uc5d0 \ubc18\uc601\ub418\uae30\uae4c\uc9c0 \uc2dc\uac04\uc774 \uac78\ub9bc)**\uc640 \ube44\uc2b7\ud574, \uac74\uc124\u00b7\uc18c\uc7ac\uc8fc\uc5d0 \ub300\ud55c \uc131\uae09\ud55c \ub9e4\uc218\ub294 \uc774\ub974\ub2e4\ub294 \ud574\uc11d\uc73c\ub85c \uc774\uc5b4\uc9c4\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>\uc911\uad6d \uacbd\uae30 \u2018\ub450 \uc18d\ub3c4\u2019 \uacbd\uace0\ub4f1: \uc0b0\uc5c5\uc0dd\uc0b0 5.5%\u00b7\uce5c\ud658\uacbd \uc218\ucd9c 21.8% \ud0c4\ud0c4\ud558\uc9c0\ub9cc \uc18c\ub9e4\ud310\ub9e4 3.0%\ub85c \ub0b4\uc218 \ubd80\uc9c4. \uc778\ud504\ub77c \ubd80\uc591\uc740 Q2\ubd80\ud130, \uc0c1\ub300\uac00\uce58 \ub9e4\ub9e4 \uc720\ud6a8.<\/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-41041","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\/41041","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=41041"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/41041\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=41041"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=41041"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=41041"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}