{"id":41048,"date":"2026-03-14T02:43:31","date_gmt":"2026-03-14T02:43:31","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%ec%9d%98-%ed%97%a8%eb%a6%ac-%ed%95%98%ec%98%a4%eb%8a%94-%ec%86%8c%eb%a7%a4%ed%8c%90%eb%a7%a4%ec%99%80-%ed%88%ac%ec%9e%90-%ec%a6%9d%ea%b0%80\/"},"modified":"2026-03-14T02:43:31","modified_gmt":"2026-03-14T02:43:31","slug":"%ec%bd%94%eb%a9%94%eb%a5%b4%ec%b8%a0%eb%b0%a9%ed%81%ac%ec%9d%98-%ed%97%a8%eb%a6%ac-%ed%95%98%ec%98%a4%eb%8a%94-%ec%86%8c%eb%a7%a4%ed%8c%90%eb%a7%a4%ec%99%80-%ed%88%ac%ec%9e%90-%ec%a6%9d%ea%b0%80","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%ec%9d%98-%ed%97%a8%eb%a6%ac-%ed%95%98%ec%98%a4%eb%8a%94-%ec%86%8c%eb%a7%a4%ed%8c%90%eb%a7%a4%ec%99%80-%ed%88%ac%ec%9e%90-%ec%a6%9d%ea%b0%80\/","title":{"rendered":"\ucf54\uba54\ub974\uce20\ubc29\ud06c\uc758 \ud5e8\ub9ac \ud558\uc624\ub294 \uc18c\ub9e4\ud310\ub9e4\uc640 \ud22c\uc790 \uc99d\uac00\uac00 \ub4a4\ucc98\uc9c0\ub294 \uac00\uc6b4\ub370 \uc911\uad6d\uc758 \uc0dd\uc0b0 \uc99d\uac00\uc728\uc774 \uc57d 5.5%\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4."},"content":{"rendered":"\ucf54\uba54\ub974\uce20\ubc29\ud06c(Commerzbank)\uc758 \uc218\uc11d \uc774\ucf54\ub178\ubbf8\uc2a4\ud2b8(\uacbd\uc81c\ub97c \ubd84\uc11d\ud558\ub294 \uc804\ubb38\uac00) \ud5e8\ub9ac \ud558\uc624(Henry Hao) \ubc15\uc0ac\ub294 \uace7 \ub098\uc62c \uc911\uad6d \uc9c0\ud45c\uac00 **\uc0dd\uc0b0(\uacf5\uae09)** \uacfc **\uad6d\ub0b4 \uc218\uc694(\ub0b4\uc218)** \uc0ac\uc774\uc758 \uaca9\ucc28\ub97c \ubcf4\uc5ec\uc904 \uac83\uc73c\ub85c \ubcf8\ub2e4. **\uc0b0\uc5c5\uc0dd\uc0b0(\uacf5\uc7a5\u00b7\uad11\uc0b0 \ub4f1\uc5d0\uc11c \uc2e4\uc81c\ub85c \uc0dd\uc0b0\ud55c \ubb3c\ub7c9 \uc9c0\ud45c)** \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)** \uc740 21.8% \uc99d\uac00\ud560 \uc804\ub9dd\uc774\ub2e4.\n\n**\uc18c\ub9e4\ud310\ub9e4(\uac00\uacc4\uac00 \uc2e4\uc81c\ub85c \uc0b0 \uc18c\ube44 \uc9c0\ud45c)** \ub294 \uc804\ub144 \ub300\ube44 3.0%\ub85c \uc608\uc0c1\ub3fc, \uc0dd\uc0b0\ubcf4\ub2e4 \uc18c\ube44\uac00 \ub354 \uc57d\ud558\ub2e4\ub294 \uc2e0\ud638\ub2e4. **\ucd98\uc808(\uc74c\ub825 \uc124) \uad00\uad11** \uc774 \uc11c\ube44\uc2a4 \uc18c\ube44\ub97c \ub04c\uc5b4\uc62c\ub9b4 \uc218 \uc788\uc9c0\ub9cc, **\uace0\uac00 \uc0c1\ud488(\uc790\ub3d9\ucc28\u00b7\uac00\uc804 \uac19\uc740 \ud070\ub3c8\uc774 \ub4dc\ub294 \uc81c\ud488)** \uc218\uc694\uac00 \uc57d\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\uae30\uacc4\u00b7\uc124\ube44\u00b7\uac74\uc124 \uac19\uc740 \uc7a5\uae30 \ud22c\uc790)** \ub294 2025\ub144 \ud558\ubc18\uae30(H2: 1\ub144\uc758 \ub4a4 6\uac1c\uc6d4) \uac10\uc18c \uc774\ud6c4 \uc804\ub144 \ub300\ube44 \uc57d 1.5% \uc218\uc900\uc774 \uc608\uc0c1\ub41c\ub2e4. \ub2e8\uae30 \uac1c\uc120\uc740 **\uc124\ube44 \uad50\uccb4\u00b7\uc5c5\uadf8\ub808\uc774\ub4dc** \uc640 \uad00\ub828\uc774 \ud06c\uba70, \ub354 \ub113\uc740 **\uc778\ud504\ub77c \ud22c\uc790(\ub3c4\ub85c\u00b7\ucca0\ub3c4\u00b7\uc804\ub825\ub9dd \uac19\uc740 \uae30\ubc18\uc2dc\uc124 \ud22c\uc790)** \ud6a8\uacfc\ub294 \uc774\ud6c4\uc5d0 \ub098\ud0c0\ub0a0 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4.\n\n**\uc778\ud504\ub77c \uc8fc\ub3c4 \ubd80\uc591(\uc815\ubd80\uac00 \uc778\ud504\ub77c\ub85c \uacbd\uae30\ub97c \ub5a0\ubc1b\uce58\ub294 \ubc29\uc2dd)** \uc740 **2\ubd84\uae30(Q2: 4~6\uc6d4)** \ubd80\ud130, **\ub300\uaddc\ubaa8 \ucc44\uad8c \ubc1c\ud589(\uc815\ubd80\uac00 \ub3c8\uc744 \uc870\ub2ec\ud558\ub824\uace0 \ucc44\uad8c\uc744 \ub9ce\uc774 \ubc1c\ud589\ud558\ub294 \uac83)** \uc73c\ub85c \ub9c8\ub828\ud55c \uc790\uae08\uc774 \uc2e4\uc81c\ub85c \uc9d1\ud589\ub418\uba74\uc11c \ub098\ud0c0\ub0a0 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \uc778\ud504\ub77c\uc758 \ub354 \ud070 \ud6a8\uacfc\ub294 \uc5f0\ub9d0\ub85c \uac08\uc218\ub85d(\ud558\ubc18\uae30) \ub098\ud0c0\ub0a0 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4\uace0 \uc124\uba85\ub41c\ub2e4.\n\n\uace7 \ub098\uc62c \uc911\uad6d \ub370\uc774\ud130\ub294 **\uacbd\uae30\uac00 \ub450 \uac08\ub798\ub85c \uc6c0\uc9c1\uc774\ub294 \uc0c1\ud669(\ub450 \uc18d\ub3c4 \uacbd\uc81c)** \uc744 \ubcf4\uc5ec\uc904 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 **\ud398\uc5b4 \ud2b8\ub808\uc774\ub529 \uc804\ub7b5(\uc11c\ub85c \ubc18\ub300 \ud2b9\uc131\uc744 \uac00\uc9c4 \uc790\uc0b0\uc744 \ud55c\ucabd\uc740 \ub9e4\uc218, \ub2e4\ub978 \ucabd\uc740 \ub9e4\ub3c4\ud574 \uaca9\ucc28\uc5d0 \ubca0\ud305\ud558\ub294 \uac70\ub798)** \uc774 \uc720\ud6a8\ud560 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc0b0\uc5c5\uc0dd\uc0b0\uc774 \uc804\ub144 \ub300\ube44 5.5%\ub85c \ud0c4\ud0c4\ud55c \ubc18\uba74, \uc18c\ub9e4\ud310\ub9e4\ub294 3.0%\ub85c \ub0ae\uc544 \uaca9\ucc28\uac00 \ub09c\ub2e4. \uc774\ub7f0 \uaca9\ucc28\ub294 **\uc0b0\uc5c5\u00b7\uc218\ucd9c \uc911\uc2ec \uc790\uc0b0\uc740 \ub9e4\uc218(\ub871, \uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ubca0\ud305)** \ud558\uace0, **\ub0b4\uc218 \uc18c\ube44\uc5d0 \ubbfc\uac10\ud55c \uc790\uc0b0\uc740 \ub9e4\ub3c4(\uc20f, \uac00\uaca9 \ud558\ub77d\uc5d0 \ubca0\ud305)** \ud558\ub294 \ucabd\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4.\n\n\uc0b0\uc5c5 \uac15\uc138\ub294 \uc8fc\ub85c **\uce5c\ud658\uacbd \uae30\uc220 \uc218\ucd9c 21.8% \uc99d\uac00 \uc804\ub9dd** \uc5d0\uc11c \ub098\uc624\uba70, \uc774 \ud750\ub984\uc740 **\uc6d0\uc790\uc7ac \uac00\uaca9(\uad6c\ub9ac \uac19\uc740 \uc0b0\uc5c5\uc6a9 \uae08\uc18d \uac00\uaca9)** \uc744 \uc9c0\uc9c0\ud574 \uc654\ub2e4. \uc608\ub97c \ub4e4\uc5b4, **LME(\ub7f0\ub358\uae08\uc18d\uac70\ub798\uc18c)** \uc758 **3\uac1c\uc6d4 \uad6c\ub9ac \uc120\ubb3c(3\uac1c\uc6d4 \ub4a4 \uc778\ub3c4 \uc870\uac74\uc73c\ub85c \uac70\ub798\ub418\ub294 \uad6c\ub9ac \uacc4\uc57d)** \uc740 2026\ub144 \ucd08 \uafb8\uc900\ud55c \ub9e4\uc218\ub85c \ud1a4\ub2f9 9,000\ub2ec\ub7ec \uc704\ub97c \uc720\uc9c0\ud574 \uc654\ub2e4. \uc774 \uc804\ub9dd\uc740 **\ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc73c\ub85c \uc0b4 \uad8c\ub9ac)** \uc744 \ud1b5\ud55c \uc0b0\uc5c5\uae08\uc18d \ud22c\uc790\uc640, \uc911\uad6d\uc758 **\uc2e0\uc5d0\ub108\uc9c0(\uc804\uae30\ucc28\u00b7\ubc30\ud130\ub9ac\u00b7\uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uc911\uc2ec \uc0b0\uc5c5)** \uad00\ub828 **ETF(\uc5ec\ub7ec \uc885\ubaa9\uc744 \ubb36\uc5b4 \ud55c \ubc88\uc5d0 \uac70\ub798\ud558\ub294 \uc0c1\uc7a5\ud380\ub4dc)** \uc5d0 \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4. \ub2e4\ub9cc 2025\ub144 \ub0b4\ub0b4 \uc9c0\uc18d\ub41c **\ubb34\uc5ed \uac08\ub4f1(\uad00\uc138\u00b7\uaddc\uc81c \uac19\uc740 \ud1b5\uc0c1 \ub9c8\ucc30)** \uc740 \uacc4\uc18d \uc8fc\uc758\ud560 \ud544\uc694\uac00 \uc788\ub2e4.\n\n<h3>Positioning For Two Speed China<\/h3>\n\ubc18\ub300\ub85c \ub0b4\uc218 \ucabd\uc774 \uc57d\ud558\uba74 \uc18c\ube44 \uad00\ub828 \uae30\uc5c5\uc5d0\ub294 \uc555\ub825\uc774 \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4. \ub0ae\uc740 \uc18c\ub9e4\ud310\ub9e4 \uc804\ub9dd\uc740 \ucd5c\uadfc **\uc18c\ube44\uc790\uc2e0\ub8b0\uc9c0\uc218(\uc18c\ube44 \uc5ec\uac74\uc5d0 \ub300\ud55c \uc0ac\ub78c\ub4e4\uc758 \uccb4\uac10 \uc9c0\ud45c)** \uac00 1\ub144 \ub118\uac8c **\uc911\ub9bd\uc120\uc778 100** \uc744 \ub6ab\uc9c0 \ubabb\ud55c \ud750\ub984\uacfc \ub9de\ub2ff\uc544 \uc788\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc740 **\ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc73c\ub85c \ud314 \uad8c\ub9ac)** \uc73c\ub85c **\uc18c\ube44\uc7ac(\uc120\ud0dd\uc18c\ube44\uc7ac: \uacbd\uae30\uc640 \uc2ec\ub9ac\uc5d0 \ub530\ub77c \uc9c0\ucd9c\uc774 \ubcc0\ud558\ub294 \ud488\ubaa9)** \uad00\ub828 \uc9c0\uc218\uc5d0 \ubc29\uc5b4\uc801\uc73c\ub85c \ub300\uc751\ud558\uac70\ub098, \uc911\uad6d **\ubd80\ub3d9\uc0b0(\uc8fc\ud0dd\u00b7\uac1c\ubc1c\u00b7\uac74\uc124 \uacbd\uae30)** \uc5d0 \ub178\ucd9c\uc774 \ud070 \uae30\uc5c5\uc744 \uc2e0\uc911\ud788 \ubcf4\ub294 \uadfc\uac70\uac00 \ub41c\ub2e4.\n\n\uace0\uc815\uc790\uc0b0\ud22c\uc790\ub294 \uc804\ub144 \ub300\ube44 1.5% \uc815\ub3c4\uc758 \uc18c\ud3ed \uc99d\uac00\uac00 \uc608\uc0c1\ub418\uba70, 2025\ub144 \ud558\ubc18\uae30\uc758 \ud070 \uac10\uc18c \uc774\ud6c4 \uc870\uc2ec\uc2a4\ub7ec\uc6b4 \uc548\uc815 \uc2e0\ud638\ub85c \ubcfc \uc218 \uc788\ub2e4. \ud558\uc9c0\ub9cc **\uc778\ud504\ub77c \uc9c0\ucd9c** \uc774 \ud06c\uac8c \ud798\uc744 \ubcf4\ud0dc\ub294 \uc2dc\uc810\uc740 2\ubd84\uae30 \uc774\uc804\uc5d0\ub294 \uc5b4\ub824\uc6b8 \uc218 \uc788\ub2e4. **\uad6d\ucc44 \ubc1c\ud589\uc73c\ub85c \ub9c8\ub828\ud55c \uc790\uae08** \uc774 \uc774\uc81c \ub9c9 \uc2e4\uc81c \uc0ac\uc5c5\uc5d0 \uc4f0\uc774\uae30 \uc2dc\uc791\ud588\uae30 \ub54c\ubb38\uc774\ub2e4. 2015\ub144 \uc774\ud6c4\uc5d0\ub3c4 **\uacbd\uae30\ubd80\uc591\ucc45(\uc815\ubd80\uac00 \uc7ac\uc815\u00b7\uc815\ucc45\uc73c\ub85c \uacbd\uae30\ub97c \ub744\uc6b0\ub294 \uc870\uce58)** \uc758 \ud6a8\uacfc\uac00 \ub2a6\uac8c \ub098\ud0c0\ub09c \uc0ac\ub840\ucc98\ub7fc, \uc774\ub7f0 \ud328\ud134\uc740 \uac74\uc124\u00b7\uc790\uc7ac \uad00\ub828 \uc8fc\uc2dd\uc744 \uc9c0\uae08 \ubc14\ub85c **\ub9e4\uc218 \ud3ec\uc9c0\uc158(\ub871)** \uc73c\ub85c \ud06c\uac8c \uac00\uc838\uac00\uae30\uc5d4 \uc774\ub974\ub2e4\ub294 \ub73b\uc77c \uc218 \uc788\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\uad6d \uacbd\uc81c \u2018\ub450 \ubc14\ud034\u2019 \uacbd\uace0! \uc0b0\uc5c5\uc0dd\uc0b0 5.5%\u00b7\uadf8\ub9b0\uae30\uc220 \uc218\ucd9c 21.8% \uae09\uc99d, \uc18c\ub9e4\ud310\ub9e4 3.0%\ub85c \ub0b4\uc218 \ubd80\uc9c4. \uc124\ube44\ud22c\uc790 1.5% \ud68c\ubcf5, \uc778\ud504\ub77c \ud6a8\uacfc\ub294 2\ubd84\uae30 \uc774\ud6c4. &#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-41048","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\/41048","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=41048"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/41048\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=41048"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=41048"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=41048"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}