{"id":41254,"date":"2026-03-16T19:41:50","date_gmt":"2026-03-16T19:41:50","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%86%8c%ec%8b%9c%ec%97%90%ed%85%8c-%ec%a0%9c%eb%84%a4%eb%9e%84-pmi%ec%99%80-%eb%8f%85%ec%9d%bc-%ec%88%98%ec%a3%bc-%ea%b0%9c%ec%84%a0%ec%97%90%eb%8f%84-%ec%9c%a0%eb%a1%9c%ec%a1%b4-1%ec%9b%94\/"},"modified":"2026-03-16T19:41:50","modified_gmt":"2026-03-16T19:41:50","slug":"%ec%86%8c%ec%8b%9c%ec%97%90%ed%85%8c-%ec%a0%9c%eb%84%a4%eb%9e%84-pmi%ec%99%80-%eb%8f%85%ec%9d%bc-%ec%88%98%ec%a3%bc-%ea%b0%9c%ec%84%a0%ec%97%90%eb%8f%84-%ec%9c%a0%eb%a1%9c%ec%a1%b4-1%ec%9b%94","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%86%8c%ec%8b%9c%ec%97%90%ed%85%8c-%ec%a0%9c%eb%84%a4%eb%9e%84-pmi%ec%99%80-%eb%8f%85%ec%9d%bc-%ec%88%98%ec%a3%bc-%ea%b0%9c%ec%84%a0%ec%97%90%eb%8f%84-%ec%9c%a0%eb%a1%9c%ec%a1%b4-1%ec%9b%94\/","title":{"rendered":"\uc18c\uc2dc\uc5d0\ud14c \uc81c\ub124\ub784 \u201cPMI\uc640 \ub3c5\uc77c \uc218\uc8fc \uac1c\uc120\uc5d0\ub3c4 \uc720\ub85c\uc874 1\uc6d4 \uc0b0\uc5c5\uc0dd\uc0b0 \uae09\uac10\u2026\uc5c5\uc885\ubcc4 \ucda9\uaca9 \uc601\ud5a5\u201d"},"content":{"rendered":"\uc720\ub85c\uc874 \uc0b0\uc5c5\uc0dd\uc0b0\uc740 1\uc6d4 \uc804\uc6d4 \ub300\ube44 1.5% \uac10\uc18c\ud588\ub2e4. \uc81c\uc870\uc5c5 \uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218(PMI: \uae30\uc5c5 \uad6c\ub9e4 \ub2f4\ub2f9\uc790\ub97c \ub300\uc0c1\uc73c\ub85c \ud55c \uc124\ubb38\uc744 \uc9c0\uc218\ud654\ud574 \uacbd\uae30 \ud655\uc7a5\u00b7\uc704\ucd95\uc744 \uac00\ub2a0\ud558\ub294 \uc9c0\ud45c) \uac1c\uc120\uacfc \ub3c5\uc77c \uc2e0\uaddc\uc8fc\ubb38 \uc99d\uac00\uc5d0\ub3c4 \uac10\uc18c\ud588\ub2e4. \uac10\uc18c\ub294 \uc81c\uc57d\uacfc \uc5d0\ub108\uc9c0 \ub2e4\uc18c\ube44 \uc5c5\uc885(\uc5d0\ub108\uc9c0 \ud22c\uc785 \ube44\uc6a9 \ube44\uc911\uc774 \ud070 \uc5c5\uc885) \uc601\ud5a5\uc774 \ucef8\ub2e4.\n\n\uc81c\uc57d \uc0dd\uc0b0\uc740 \uc804\uc6d4 \ub300\ube44 16% \uae09\uac10\ud574 2024\ub144 \uc911\ubc18 \uc774\ud6c4 \ucd5c\uc800\ub85c \ub0b4\ub824\uac14\ub2e4. \uc804\uccb4 \uac10\uc18c\uc758 \uc57d 3\ubd84\uc758 2\ub97c \uc124\uba85\ud55c\ub2e4. \uc55e\uc11c \ubbf8\uad6d\uc73c\ub85c\uc758 \uc218\ucd9c \uc99d\uac00\uac00 \uc0dd\uc0b0\uc744 \ub5a0\ubc1b\ucce4\uace0(\u2018\ud574\ubc29\uc758 \ub0a0\u2019 \uc804\ud6c4), \ube44\ub9cc \uce58\ub8cc\uc81c \uc218\uc694\ub294 \uacac\uc870\ud588\uc9c0\ub9cc 1\uc6d4\uc5d0\ub294 \uc870\uc815\uc774 \ub098\ud0c0\ub09c \uac83\uc73c\ub85c \ud574\uc11d\ub41c\ub2e4.\n\n<h3>Industrial Production Drivers<\/h3>\n\uc5d0\ub108\uc9c0 \ub2e4\uc18c\ube44 \uc5c5\uc885\uc740 \uc804\uc6d4 \ub300\ube44 3.4% \uc904\uc5b4 2009\ub144 \uc774\ud6c4 \ucd5c\uc800\uce58\ub85c \ub5a8\uc5b4\uc84c\ub2e4. \uc0dd\uc0b0\uc740 \uc6b0\ud06c\ub77c\uc774\ub098 \uc804\uc7c1 \uc774\uc804 \ub300\ube44 \uc57d 13% \ub0ae\ub2e4. \uc774\ub780 \uad00\ub828 \ucda9\ub3cc\ub85c \uc5f0\ub3d9\ub41c \uc720\uac00\uc640 LNG(\uc561\ud654\ucc9c\uc5f0\uac00\uc2a4) \uac00\uaca9 \ubcc0\ub3d9\ub3c4 \ucd94\uac00 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud588\ub2e4.\n\n\ub3c5\uc77c\uc758 \uc7ac\uc815 \ubd80\uc591, AI(\uc778\uacf5\uc9c0\ub2a5) \uad00\ub828 \uc124\ube44\ud22c\uc790, \uc8fc\ud0dd \uacbd\uae30 \ud68c\ubcf5, \uacac\uc870\ud55c \uc18c\ube44\uac00 \uc804\ubc18\uc801 \ud68c\ubcf5\uc744 \ub4b7\ubc1b\uce68\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \ubbf8\uad6d \uad00\uc138 \uc601\ud5a5\uc740 \ub300\uccb4\ub85c \u2018\uc774\ubbf8 \ubc18\uc601\ub410\ub2e4\u2019\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4. \uc2dc\uac04\uc774 \uc9c0\ub098\uba74\uc11c \uc0dd\uc0b0\uc740 \ud655\ub300\ub418\ub294 \ub0b4\uc218 \uc218\uc694 \ud750\ub984\uc5d0 \ub2e4\uc2dc \ub9de\ucdb0\uc9c8 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4.\n\n1\uc6d4 \uc0b0\uc5c5\uc0dd\uc0b0 \uae09\ub77d\uc740 \uc608\uc0c1 \ubc16\uc774\uc5c8\ub2e4. \ud2b9\ud788 2025\ub144 \ud558\ubc18\uae30\uc5d0 \uc644\ub9cc\ud55c \ud68c\ubcf5\uc774 \ub098\ud0c0\ub0ac\ub358 \uc810\uc744 \uac10\uc548\ud558\uba74 \ub4b7\uac78\uc74c\uc9c8\uc774\ub2e4. 2026\ub144 2\uc6d4 \uc18d\ubcf4 \uc81c\uc870\uc5c5 PMI\uac00 50.8\ub85c 3\uac1c\uc6d4 \uc5f0\uc18d \ud655\uc7a5 \uad6d\uba74(50 \ucd08\uacfc)\uc744 \ubcf4\uc774\ub294 \ub4f1 \uc2ec\ub9ac\ub294 \uac1c\uc120\ub418\uace0 \uc788\uc5b4 \uad34\ub9ac\uac00 \ud06c\ub2e4. \uc774\ub85c \uc778\ud574 \ubcc0\ub3d9\uc131(\uac00\uaca9 \ub4f1\ub77d\uc758 \ud06c\uae30)\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 VSTOXX(\uc720\ub85c\uc874 \uc8fc\uac00\uc9c0\uc218 \uc635\uc158 \uac00\uaca9\uc744 \uc774\uc6a9\ud574 \uc2dc\uc7a5\uc758 \uc608\uc0c1 \ubcc0\ub3d9\uc131\uc744 \ub098\ud0c0\ub0b4\ub294 \uc9c0\uc218) \uac19\uc740 \uc9c0\ud45c\uac00 \uc0c1\uc2b9\ud560 \uc5ec\uc9c0\uac00 \uc788\uc5b4, \uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0ac\uac70\ub098 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac) \uc804\ub7b5\uc774 \uc720\ub9ac\ud574\uc9c8 \uc218 \uc788\ub2e4\ub294 \ud574\uc11d\uc774 \uac00\ub2a5\ud558\ub2e4.\n\n\uc57d\uc138\uc758 \ub300\ubd80\ubd84\uc740 \ub450 \uc5c5\uc885\uc5d0 \uc9d1\uc911\ub3fc \uc788\ub2e4. \uc81c\uc57d\uc758 \uc804\uc6d4 \ub300\ube44 16% \uae09\ub77d\uc740 2025\ub144 \uac15\ud55c \uc218\ucd9c \uc774\ud6c4 \ub098\ud0c0\ub09c \uc77c\uc2dc\uc801 \uc870\uc815\uc77c \uac00\ub2a5\uc131\uc774 \ud06c\uace0, \ubc18\ub4f1 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4. \uc774 \ub2e8\uae30 \uc870\uc815\uc740 \uc720\ub7fd \uc8fc\uc694 \uc81c\uc57d\uc8fc\ub098 \ud5ec\uc2a4\ucf00\uc5b4 ETF(\uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc: \uc8fc\uc2dd\ucc98\ub7fc \uac70\ub798\ub418\ub294 \ud380\ub4dc)\uc5d0 \ub300\ud574 \ub9cc\uae30\uac00 \uc9e7\uc740 \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uad8c\ub9ac) \ub9e4\uc218 \uae30\ud68c\ub85c \ud574\uc11d\ub420 \uc218 \uc788\ub2e4.\n\n<h3>Sector Divergence Trades<\/h3>\n\ubc18\uba74 \uc5d0\ub108\uc9c0 \ub2e4\uc18c\ube44 \uc5c5\uc885\uc740 2009\ub144 \uc704\uae30 \uc774\ud6c4 \ucd5c\uc800 \uc0dd\uc0b0\uc73c\ub85c \ub5a8\uc5b4\uc9c0\uba70 \ubd80\uc9c4\uc774 \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4. \uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc73c\ub85c \ube0c\ub80c\ud2b8\uc720(\ubd81\ud574\uc0b0 \uc6d0\uc720 \uae30\uc900\uac00\uaca9)\uac00 \ubc30\ub7f4\ub2f9 95\ub2ec\ub7ec \uc548\ud30e\uc5d0\uc11c \uc6c0\uc9c1\uc774\ub294 \uc0c1\ud669\uc774\ub77c\uba74, \uc911\uae30\uc801\uc73c\ub85c\ub3c4 \uc0c1\ub300\uc801 \ubd80\uc9c4\uc774 \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc774 \uacbd\uc6b0 \ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uad8c\ub9ac) \ub9e4\uc218\ub098 \uc0b0\uc5c5\uae08\uc18d \uc120\ubb3c(\ubbf8\ub798\uc758 \ud2b9\uc815 \uc2dc\uc810\uc5d0 \uc815\ud574\uc9c4 \uac00\uaca9\uc73c\ub85c \uac70\ub798\ud558\ub294 \uacc4\uc57d) \ub9e4\ub3c4 \ub4f1 \uc57d\uc138 \ud3ec\uc9c0\uc158 \ud6c4\ubcf4\uac00 \ub420 \uc218 \uc788\ub2e4.\n\n<b><a href=\"https:\/\/www.vtmarkets.com\/trade-now\/\">VT Markets \uc2e4\uacc4\uc88c \uac1c\uc124<\/a>\u00a0\ud6c4\u00a0<a href=\"https:\/\/myaccount.vtmarkets.com\/login\">\uac70\ub798 \uc2dc\uc791<\/a>. <\/b>\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\ub85c\uc874 1\uc6d4 \uc0b0\uc5c5\uc0dd\uc0b0 -1.5% \u2018\uc1fc\ud06c\u2019. PMI \uac1c\uc120\uc5d0\ub3c4 \uc81c\uc57d -16%\u00b7\uc5d0\ub108\uc9c0\ub2e4\uc18c\ube44 -3.4%\uac00 \ubc1c\ubaa9. \uc81c\uc57d \ubc18\ub4f1 \uc5ec\uc9c0, \uc5d0\ub108\uc9c0 \ubd80\ub2f4 \uc9c0\uc18d. \ubcc0\ub3d9\uc131 \ud655\ub300 \uc18d \uc139\ud130\ubcc4 \uc635\uc158 \uc804\ub7b5 \ubd80\uc0c1.<\/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-41254","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\/41254","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=41254"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/41254\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=41254"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=41254"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=41254"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}