{"id":41321,"date":"2026-03-17T03:45:36","date_gmt":"2026-03-17T03:45:36","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/uob-%ec%95%a0%eb%84%90%eb%a6%ac%ec%8a%a4%ed%8a%b8%eb%93%a4%ec%9d%80-2025%eb%85%84-%ec%8a%b9%ec%9d%b8%eb%90%9c-%ed%88%ac%ec%9e%90%ec%95%a1%ec%9d%b4-4267%ec%96%b5-%eb%a7%81%ea%b9%83myr%ec%97%90\/"},"modified":"2026-03-17T03:45:36","modified_gmt":"2026-03-17T03:45:36","slug":"uob-%ec%95%a0%eb%84%90%eb%a6%ac%ec%8a%a4%ed%8a%b8%eb%93%a4%ec%9d%80-2025%eb%85%84-%ec%8a%b9%ec%9d%b8%eb%90%9c-%ed%88%ac%ec%9e%90%ec%95%a1%ec%9d%b4-4267%ec%96%b5-%eb%a7%81%ea%b9%83myr%ec%97%90","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/uob-%ec%95%a0%eb%84%90%eb%a6%ac%ec%8a%a4%ed%8a%b8%eb%93%a4%ec%9d%80-2025%eb%85%84-%ec%8a%b9%ec%9d%b8%eb%90%9c-%ed%88%ac%ec%9e%90%ec%95%a1%ec%9d%b4-4267%ec%96%b5-%eb%a7%81%ea%b9%83myr%ec%97%90\/","title":{"rendered":"UOB \uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uc740 2025\ub144 \uc2b9\uc778\ub41c \ud22c\uc790\uc561\uc774 4,267\uc5b5 \ub9c1\uae43(MYR)\uc5d0 \ub2ec\ud558\uba74\uc11c \ub9d0\ub808\uc774\uc2dc\uc544 \ub9c1\uae43\uc774 \uae0d\uc815\uc801\uc778 \uc804\ub9dd\uc758 \uc218\ud61c\ub97c \ubcf4\uace0 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4."},"content":{"rendered":"\ub9d0\ub808\uc774\uc2dc\uc544\ub294 2025\ub144\uc5d0 \uc2b9\uc778\ub41c \ud22c\uc790\uc561\uc774 4,267\uc5b5 \ub9d0\ub808\uc774\uc2dc\uc544 \ub9c1\uae43(MYR426.7bn)\uc744 \uae30\ub85d\ud588\ub2e4. \uc2b9\uc778\uc740 \ub514\uc9c0\ud138 \ud504\ub85c\uc81d\ud2b8, \uc804\uae30\u00b7\uc804\uc790(E&#038;E: \uc804\uae30\uc640 \uc804\uc790 \uc0b0\uc5c5), \ud654\ud559, \ucc28\uc138\ub300 \ubaa8\ube4c\ub9ac\ud2f0(\ubbf8\ub798\ud615 \uc774\ub3d9\uc218\ub2e8 \uc0b0\uc5c5)\uc5d0 \uc9d1\uc911\ub410\ub2e4.\n\n\ud574\ub2f9 \ub9ac\uc11c\uce58 \ub178\ud2b8\ub294 \uc774\ub7f0 \uc131\uacfc\uac00 \uc815\ucc45 \uac1c\uc120\uacfc \uad00\ub828 \uc788\ub2e4\uace0 \uc124\uba85\ud558\uba70, \uadf8 \uc608\ub85c \u2018\uc2e0(\u65b0) \uc778\uc13c\ud2f0\ube0c \ud504\ub808\uc784\uc6cc\ud06c(New Incentive Framework: \uae30\uc5c5\uc5d0 \uc138\uc81c \ud61c\ud0dd \ub4f1 \uc9c0\uc6d0\uc744 \uc8fc\ub294 \uc0c8 \uc81c\ub3c4 \ubb36\uc74c)\u2019\ub97c \uc5b8\uae09\ud55c\ub2e4. \ub610\ud55c \ub354 \uba85\ud655\ud55c \uaddc\uce59\uc744 \uc81c\uacf5\ud558\uace0 \uc9c0\uc6d0\ucc45(\uc778\uc13c\ud2f0\ube0c: \uae30\uc5c5 \ud65c\ub3d9\uc744 \uc720\ub3c4\ud558\uae30 \uc704\ud55c \ud61c\ud0dd)\uc744 \uc7ac\uc815\ube44\ud558\ub824\ub294 \ucd5c\uc2e0 \uc0b0\uc5c5 \uaddc\uc815(\uc0b0\uc5c5 \uaddc\uc81c: \uae30\uc5c5\uc774 \ub530\ub77c\uc57c \ud558\ub294 \uacf5\uc2dd \uaddc\uce59)\ub3c4 \uc9c0\ubaa9\ud55c\ub2e4.\n\n<h3>Momentum Into 2026<\/h3>\n\ubcf4\uace0\uc11c\ub294 \uc138\uacc4\uc801\uc778 \uc5ed\ud48d(\uae00\ub85c\ubc8c \uc545\uc7ac)\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ub9d0\ub808\uc774\uc2dc\uc544\uac00 \ud68c\ubcf5\ub825(\ucda9\uaca9\uc744 \uacac\ub514\ub294 \ud798)\uc744 \ubc14\ud0d5\uc73c\ub85c 2026\ub144\uc5d0 \uc9c4\uc785\ud558\uace0 \uc788\ub2e4\uace0 \ub9d0\ud55c\ub2e4. \ub610 \uc911\ub3d9 \ubd84\uc7c1\uacfc \uc5f0\uacc4\ub41c \uc5d0\ub108\uc9c0 \uac00\uaca9 \uae09\ub4f1\ub77d(\ud070 \ud3ed\uc758 \uc624\ub974\ub0b4\ub9bc)\uacfc \uc138\uacc4 \ubd88\ud655\uc2e4\uc131\uc744 \uacf5\uae09\ub9dd(\ubd80\ud488\u00b7\uc6d0\uc790\uc7ac\uac00 \uc0dd\uc0b0\uc5d0\uc11c \ud310\ub9e4\uae4c\uc9c0 \uc774\ub3d9\ud558\ub294 \uc5f0\uacb0\ub9dd)\uc5d0 \uc601\ud5a5\uc744 \uc8fc\ub294 \uc694\uc778\uc73c\ub85c \ub4e0\ub2e4.\n\n\ub9d0\ub808\uc774\uc2dc\uc544\uc758 \uac15\uc810\uc740 \uc8fc(\u5dde)\ubcc4\ub85c \uc0b0\uc5c5\uacfc \ud22c\uc790\uac00 \ubd84\uc0b0\ub3fc \uc788\ub2e4\ub294 \uc810\uacfc \uc7ac\uc0dd\uc5d0\ub108\uc9c0(\ud0dc\uc591\uad11\u00b7\ud48d\ub825\ucc98\ub7fc \ub2e4\uc2dc \ub9cc\ub4e4\uc5b4 \uc4f8 \uc218 \uc788\ub294 \uc5d0\ub108\uc9c0) \ud655\ub300 \uc57d\uc18d\uc774 \ub298\uace0 \uc788\ub2e4\ub294 \uc810\uc73c\ub85c \uc124\uba85\ub41c\ub2e4. \ub610\ud55c E&#038;E, \uc11d\uc720\ud654\ud559, \uc804\uae30\ucc28(EV: \ubc30\ud130\ub9ac\ub85c \uc6c0\uc9c1\uc774\ub294 \uc790\ub3d9\ucc28) \uad00\ub828 \ud65c\ub3d9, \ub514\uc9c0\ud138 \uc11c\ube44\uc2a4\uc5d0\uc11c \uc0b0\uc5c5 \ud074\ub7ec\uc2a4\ud130(\uac19\uc740 \uc5c5\uc885 \uae30\uc5c5\u00b7\ud611\ub825\uc0ac\uac00 \ud55c \uc9c0\uc5ed\uc5d0 \ubaa8\uc5ec \uc0dd\uae30\ub294 \uc9d1\uc801\uc9c0)\uac00 \ub354 \uae4a\uc5b4\uc9c0\uace0 \uc788\ub2e4\uace0 \ub367\ubd99\uc778\ub2e4.\n\n\ud5a5\ud6c4 12~24\uac1c\uc6d4 \uc804\ub9dd\uc740 \ub514\uc9c0\ud138 \uc778\ud504\ub77c(\ud1b5\uc2e0\ub9dd\u00b7\ub370\uc774\ud130\uc13c\ud130 \uac19\uc740 \uae30\ubc18 \uc2dc\uc124) \uc9c0\uc18d \ud655\ub300\uc640 \ub354 \ub192\uc740 \ubd80\uac00\uac00\uce58\ub97c \ub0b4\ub294 \uc81c\uc870\uc5c5\uc73c\ub85c\uc758 \uc804\ud658 \uc9c4\uc804\uc5d0 \ub2ec\ub824 \uc788\ub2e4\uace0 \uc81c\uc2dc\ub41c\ub2e4. \ub610\ud55c \ud504\ub85c\uc81d\ud2b8 \uc9d1\ud589(\uacc4\ud68d\uc744 \uc2e4\uc81c\ub85c \uc2e4\ud589\ud558\ub294 \uac83)\uacfc \uc815\ucc45 \uc774\ud589(\uc815\ucc45\uc744 \uc2e4\uc81c\ub85c \uc801\uc6a9\ud558\ub294 \uac83)\uc774 \uacc4\uc18d\ub418\ub294\uc9c0\ub3c4 \uc911\uc694\ud558\ub2e4\uace0 \ubcf8\ub2e4.\n\n\uc774 \uae30\uc0ac\ub294 AI \ub3c4\uad6c\uc758 \ub3c4\uc6c0\uc744 \ubc1b\uc544 \uc791\uc131\ub410\uc73c\uba70 \ud3b8\uc9d1\uc790\uac00 \uac80\ud1a0\ud588\ub2e4\uace0 \ubc1d\ud78c\ub2e4.\n\n<h3>Trading Implications For Myr<\/h3>\n2025\ub144 \ub0b4\ub0b4 \ud655\uc778\ub41c 4,267\uc5b5 \ub9c1\uae43(MYR 426.7 billion)\uc758 \ud22c\uc790 \uc2b9\uc778 \uae30\ub85d\uc740 2026\ub144\uc73c\ub85c \ub118\uc5b4\uc624\uba74\uc11c \uc2e4\uc81c \uacbd\uc81c \ubaa8\uba58\ud140(\ucd94\uc138\ub97c \ubc00\uc5b4\uc8fc\ub294 \ud798)\uc73c\ub85c \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4. \uc774\ub7f0 \uc815\ucc45 \uc9d1\ud589\uc758 \uc9c0\uc18d\uc131\uc740 \ud5a5\ud6c4 12~24\uac1c\uc6d4 \ub3d9\uc548 \ub9d0\ub808\uc774\uc2dc\uc544 \ub9c1\uae43(MYR)\uc5d0 \ub300\ud574 \uae0d\uc815\uc801\uc778 \uc2dc\uac01\uc744 \ub9cc\ub4e0\ub2e4. \ub530\ub77c\uc11c \ud2b8\ub808\uc774\ub354(\ub2e8\uae30 \ub9e4\ub9e4\uc790)\ub294 \uc55e\uc73c\ub85c \uba87 \uc8fc \ub3d9\uc548 \ubbf8\uad6d \ub2ec\ub7ec \ub300\ube44 \ub9c1\uae43 \uac15\uc138\uc5d0 \ub300\ube44\ud55c \ud3ec\uc9c0\uc158(\ubcf4\uc720 \uac70\ub798 \ubc29\ud5a5)\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4.\n\n\uc774 \uc804\ub9dd\uc744 \uac10\uc548\ud558\uba74, MYR \ucf5c\uc635\uc158(\ubbf8\ub9ac \uc815\ud55c \uac00\uaca9\uc73c\ub85c MYR\uc744 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud558\uac70\ub098 USD\/MYR \uc120\ubb3c(\ubbf8\ub798\uc758 \ud2b9\uc815 \uc2dc\uc810\uc5d0 \uc815\ud55c \uac00\uaca9\uc73c\ub85c \ub2ec\ub7ec\uc640 \ub9c1\uae43\uc744 \uad50\ud658\ud558\uae30\ub85c \ud55c \uacc4\uc57d)\uc744 \ub9e4\ub3c4\ud558\ub294 \uc804\ub7b5\uc774 \ub9e4\ub825\uc801\uc73c\ub85c \ubcf4\uc778\ub2e4. USD\/MYR \ud658\uc728\uc740 2025\ub144 \ub9d0 \uace0\uc810\uc778 4.75 \ubd80\uadfc\uc5d0\uc11c \uc774\ubbf8 \ub0b4\ub824\uc654\uace0, 2026\ub144 \ucd08\uc5d0\ub294 4.60 \uc218\uc900\uc5d0\uc11c \uc9c0\uc9c0(\uac00\uaca9\uc774 \ub354 \ub5a8\uc5b4\uc9c0\uae30 \uc5b4\ub835\uac8c \ubc84\ud2f0\ub294 \uad6c\uac04)\ub97c \ucc3e\uc558\ub2e4. \uc774\ub294 \uc591\uc9c8\uc758 \ud22c\uc790 \uc790\uae08 \uc720\uc785\uc774 \uc2e4\uc81c\ub85c \ub098\ud0c0\ub098\uae30 \uc2dc\uc791\ud558\uba74\uc11c \uae30\ucd08 \uccb4\ub825(\uae30\ubcf8\uc801\uc778 \uac15\uc138)\uc774 \uc313\uc774\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.\n\n\uae0d\uc815\uc801 \ubd84\uc704\uae30\ub294 \ud604\uc9c0 \uc8fc\uc2dd\uc5d0\ub3c4 \uc774\uc5b4\uc9c4\ub2e4. FBM KLCI(\ub9d0\ub808\uc774\uc2dc\uc544 \ub300\ud45c \uc8fc\uac00\uc9c0\uc218)\ub294 \uc5f0\ucd08 \uc774\ud6c4 5% \uc0c1\uc2b9\ud588\uace0 1,600\uc120\uc744 \ub3cc\ud30c\ud588\ub2e4. \uc774 \uc0c1\uc2b9 \ud750\ub984\uc5d0 \ucc38\uc5ec\ud558\uae30 \uc704\ud574 FBM KLCI \uc120\ubb3c \uacc4\uc57d\uc744 \ub9e4\uc218\ud558\ub294 \ubc29\uc548\ub3c4 \uace0\ub824\ud560 \uc218 \uc788\ub2e4. E&#038;E\uc640 \ub514\uc9c0\ud138 \uc11c\ube44\uc2a4 \uac19\uc740 \uace0\ubd80\uac00\uac00\uce58 \ubd84\uc57c\uc5d0 \ub300\ud55c \uc9d1\uc911\uc740 \uc9c0\uc218 \ub0b4 \ub300\ud615 \uc885\ubaa9(\uc9c0\uc218 \ube44\uc911\uc774 \ud070 \uae30\uc5c5\ub4e4)\uc5d0 \ud2b9\ud788 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4.\n\n\uc774 \uc2dc\uac01\uc740 \ucd5c\uadfc \ub370\uc774\ud130\ub85c\ub3c4 \ub4b7\ubc1b\uce68\ub41c\ub2e4. 2\uc6d4 \uc81c\uc870\uc5c5 PMI(\uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218: \uae30\uc5c5 \uad6c\ub9e4 \ub2f4\ub2f9\uc790 \uc124\ubb38\uc744 \ubc14\ud0d5\uc73c\ub85c \uacbd\uae30 \ud655\uc7a5\u00b7\uc704\ucd95\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 51.2\ub85c \uc0c1\uc2b9\ud574 3\uac1c\uc6d4 \uc5f0\uc18d \ud655\uc7a5 \uad6d\uba74(\uc77c\ubc18\uc801\uc73c\ub85c 50 \uc774\uc0c1\uc774\uba74 \ud655\uc7a5)\uc744 \ub098\ud0c0\ub0c8\ub2e4. \uc774 \ud750\ub984\uc740 2017\ub144 \ud22c\uc790 \uc0ac\uc774\ud074(\ud22c\uc790\uac00 \ub298\uc5c8\ub2e4\uac00 \uc904\uc5b4\ub4dc\ub294 \ubc18\ubcf5 \ud750\ub984)\uc744 \ub5a0\uc62c\ub9ac\uac8c \ud558\uba70, \ub2f9\uc2dc\uc5d0\ub3c4 \uacbd\uc81c\ud65c\ub3d9\uc774 \uc0b4\uc544\ub098\uba74\uc11c \ub9c1\uae43\uc774 \uafb8\uc900\ud788 \uac15\uc138\ub97c \ubcf4\uc600\ub2e4. 1\uc6d4 \uc0b0\uc5c5\uc0dd\uc0b0(\uacf5\uc7a5\uc5d0\uc11c \uc5bc\ub9c8\ub098 \uc0dd\uc0b0\ud588\ub294\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\uc774 \uc804\ub144 \ub300\ube44 4.5% \uc99d\uac00\ud55c \ucd08\uae30 \uc218\uce58\ub3c4 \uc774 \ucd94\uc138\uc5d0 \uc18d\ub3c4\uac00 \ubd99\uace0 \uc788\uc74c\uc744 \ud655\uc778\ud574 \uc900\ub2e4.\n\n\ub2e4\ub9cc \uae0d\uc815\uc801 \uc804\ub9dd\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc138\uacc4 \uc5d0\ub108\uc9c0 \uac00\uaca9 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \ud754\ub4e4\ub9ac\ub294 \uc815\ub3c4)\uc740 \uc704\ud5d8 \uc694\uc778\uc73c\ub85c \ub0a8\uc544 \uc788\uc5b4, \ubc29\ud5a5\uc131 \ubca0\ud305(\ud55c\ucabd \ubc29\ud5a5\uc5d0 \ud06c\uac8c \uac70\ub294 \uac70\ub798)\uc740 \uc2e0\uc911\ud788 \uad00\ub9ac\ud574\uc57c \ud55c\ub2e4. \uc678\uac00\uaca9(out-of-the-money: \uc9c0\uae08 \uac00\uaca9 \uae30\uc900\uc73c\ub85c \ubc14\ub85c \uc774\uc775\uc774 \ub098\uae30 \uc5b4\ub824\uc6b4) USD\/MYR \ucf5c\uc635\uc158\uc744 \ub9e4\ub3c4\ud558\ub294 \uac83\uc740 \uac15\uc138 MYR \uad00\uc810\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uc218\uc775(\uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4: \uc635\uc158\uc744 \ud314 \ub54c \ubc1b\ub294 \ub3c8)\uc744 \uc5bb\ub294 \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\ub2e4. \uc774 \uc804\ub7b5\uc740 \ub9c1\uae43 \uac15\uc138\uc640 \ud568\uaed8, \uc815\ucc45 \ud2c0\uc774 \uc548\uc815\uc131\uc744 \uc81c\uacf5\ud558\uba74\uc11c \ud658\uc728 \ubcc0\ub3d9\uc131\uc774 \uc904\uc5b4\ub4e4 \uac00\ub2a5\uc131\uc5d0\uc11c\ub3c4 \uc774\uc775\uc744 \ubcfc \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>\ub9d0\ub808\uc774\uc2dc\uc544, 2025\ub144 \uc2b9\uc778\ud22c\uc790 4267\uc5b5 \ub9c1\uae43 \u2018\uc5ed\ub300\uae09\u2019! \ub514\uc9c0\ud138\u00b7E&#038;E\u00b7\ud654\ud559\u00b7\ucc28\uc138\ub300 \ubaa8\ube4c\ub9ac\ud2f0\uc5d0 \uc9d1\uc911, \uc778\uc13c\ud2f0\ube0c \uac1c\ud3b8\uc73c\ub85c 2026\ub144 \uc131\uc7a5\u00b7MYR \uac15\uc138 \uae30\ub300 \uc18d \uc5d0\ub108\uc9c0 \ubcc0\ub3d9\uc740 \ubcc0\uc218. &#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-41321","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\/41321","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=41321"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/41321\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=41321"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=41321"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=41321"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}