{"id":43468,"date":"2026-03-27T06:38:12","date_gmt":"2026-03-27T06:38:12","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/uob%ec%9d%98-%ec%95%a8%eb%b9%88-%eb%a6%ac%ec%9a%b0-%ec%8b%b1%ea%b0%80%ed%8f%ac%eb%a5%b4-2026%eb%85%84-gdp-%ec%84%b1%ec%9e%a5%eb%a5%a0-3-6-%ec%9c%a0%ec%a7%802%ec%9b%94-%ec%82%b0%ec%97%85\/"},"modified":"2026-03-27T06:38:12","modified_gmt":"2026-03-27T06:38:12","slug":"uob%ec%9d%98-%ec%95%a8%eb%b9%88-%eb%a6%ac%ec%9a%b0-%ec%8b%b1%ea%b0%80%ed%8f%ac%eb%a5%b4-2026%eb%85%84-gdp-%ec%84%b1%ec%9e%a5%eb%a5%a0-3-6-%ec%9c%a0%ec%a7%802%ec%9b%94-%ec%82%b0%ec%97%85","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/uob%ec%9d%98-%ec%95%a8%eb%b9%88-%eb%a6%ac%ec%9a%b0-%ec%8b%b1%ea%b0%80%ed%8f%ac%eb%a5%b4-2026%eb%85%84-gdp-%ec%84%b1%ec%9e%a5%eb%a5%a0-3-6-%ec%9c%a0%ec%a7%802%ec%9b%94-%ec%82%b0%ec%97%85\/","title":{"rendered":"UOB\uc758 \uc568\ube48 \ub9ac\uc6b0, \uc2f1\uac00\ud3ec\ub974 2026\ub144 GDP \uc131\uc7a5\ub960 3.6% \uc720\uc9c0\u20262\uc6d4 \uc0b0\uc5c5 \ubd80\uc9c4 \uc5b8\uae09, AI \uc218\ud61c\ub85c \uc804\uc790\uc5c5\uc885 \uac1c\uc120"},"content":{"rendered":"UOB\uc758 \uc120\uc784 \uc774\ucf54\ub178\ubbf8\uc2a4\ud2b8 \uc568\ube48 \ub9ac\uc6b0\ub294 \uc2f1\uac00\ud3ec\ub974\uc758 2026\ub144 GDP(\uad6d\ub0b4\ucd1d\uc0dd\uc0b0) \uc131\uc7a5\ub960 \uc804\ub9dd\uce58\ub97c 3.6%, 2027\ub144\uc740 2.0%\ub85c \uc720\uc9c0\ud588\ub2e4. 2\uc6d4 \uc0b0\uc5c5\uc0dd\uc0b0\uc740 \uc804\uc6d4 \ub300\ube44(\uacc4\uc808\uc870\uc815) -7.2%, \uc804\ub144 \ub300\ube44 -0.1%\ub85c \uc9d1\uacc4\ub3fc \ube14\ub8f8\ubc84\uadf8 \ucee8\uc13c\uc11c\uc2a4\uc640 UOB \uc804\ub9dd\uce58(\uc804\uc6d4 \ub300\ube44 -0.8%, \uc804\ub144 \ub300\ube44 +14.1%)\ub97c \ud06c\uac8c \ubc11\ub3cc\uc558\ub2e4.\n\n2\uc6d4 \uc9c0\ud45c\ub294 \uc804\ubc18\uc801\uc73c\ub85c \ubd80\uc9c4\ud588\uc9c0\ub9cc, \uc804\uc790(\ubc18\ub3c4\uccb4 \ub4f1) \ubd80\ubb38\uc740 AI(\uc778\uacf5\uc9c0\ub2a5) \uc218\uc694\uc758 \uc9c0\uc6d0\uc774 \uc77c\ubd80 \uc774\uc5b4\uc84c\ub2e4. UOB\ub294 \uc131\uc7a5 \uc804\ub9dd\uc758 \uc704\ud5d8\uc774 \uc774\uc81c \ud558\ubc29(\uc545\ud654) \ucabd\uc73c\ub85c \uae30\uc6b8\uc5c8\uc73c\uba70, \uc81c\uc870\uc5c5\uacfc \ubb34\uc5ed\uc774 \uac00\uc7a5 \ud070 \uc601\ud5a5\uc744 \ubc1b\uc744 \uc218 \uc788\ub2e4\uace0 \ud3c9\uac00\ud588\ub2e4.\n\n<h3>Conflict Risks And Growth Exposure<\/h3>\nUOB\ub294 \ubbf8\uad6d\/\uc774\uc2a4\ub77c\uc5d8\uacfc \uc774\ub780 \uac04 \ucda9\ub3cc\uc774 1\uac1c \ubd84\uae30(\uc57d 3\uac1c\uc6d4)\ub97c \ub118\uaca8 \uc7a5\uae30\ud654\ub420 \uacbd\uc6b0, GDP\uc758 \uc57d 21%\ub97c \ucc28\uc9c0\ud558\ub294 \uc81c\uc870\uc5c5\uc744 \ud1b5\ud574 \uc2e4\ubb3c\uacbd\uae30(\uc0dd\uc0b0\u00b7\uace0\uc6a9\u00b7\ud22c\uc790 \ub4f1)\uc5d0 \ubd80\ub2f4\uc744 \uc904 \uc218 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4. \ub610\ud55c \ub3c4\ub9e4\ubb34\uc5ed(\uc57d 13%)\uacfc \uc6b4\uc218\u00b7\ucc3d\uace0(\uc57d 6%)\uc5d0\ub3c4 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4.\n\n\uc740\ud589\uc740 \ud22c\uc790\uc2ec\ub9ac(\uae30\uc5c5\u00b7\uc18c\ube44\uc790\uac00 \ub290\ub07c\ub294 \uacbd\uae30 \uc804\ub9dd) \uc57d\ud654\uc640 \uacf5\uae09\ub9dd \ucc28\uc9c8(\ubd80\ud488 \uc870\ub2ec\u00b7\ubb3c\ub958 \uc9c0\uc5f0 \ub4f1)\uc774 \ud574\uc678 \uc218\uc694\ub97c \uc904\uc77c \uc218 \uc788\uc73c\uba70, \uc774\ub294 \uc2f1\uac00\ud3ec\ub974 \uc218\ucd9c\uc5d0 \ucd94\uac00 \uc555\ub825\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4\uace0 \ud588\ub2e4.\n\n2\uc6d4 \uc0b0\uc5c5\uc0dd\uc0b0\uc740 \uc804\ub144 \ub300\ube44 -0.1%\ub85c \uc2dc\uc7a5\uc758 \uac15\ud55c \uc99d\uac00 \uae30\ub300\uc640 \ub2ec\ub9ac \uac10\uc18c\ud574 \u2018\ubd80\uc815\uc801 \uc11c\ud504\ub77c\uc774\uc988(\uc608\uc0c1\ubcf4\ub2e4 \ud6e8\uc52c \ub098\uc05c \uacb0\uacfc)\u2019\ub85c \ud3c9\uac00\ub410\ub2e4. 1\uc6d4\uc758 11.2% \uc131\uc7a5\uc5d0\uc11c \uae09\uaca9\ud788 \uaebe\uc774\uba74\uc11c \uc81c\uc870\uc5c5\uc5d0 \ub300\ud55c \uc2e0\ub8b0\uac00 \ud754\ub4e4\ub838\uace0, \uc774\uc5d0 \ub530\ub77c \uc2a4\ud2b8\ub808\uc774\uce20\ud0c0\uc784\uc2a4\uc9c0\uc218(STI\u00b7\uc2f1\uac00\ud3ec\ub974 \ub300\ud45c \uc8fc\uac00\uc9c0\uc218)\ub294 \uc774\ubc88 \ubd84\uae30 \ub4e4\uc5b4 \ucc98\uc74c\uc73c\ub85c 3,200\uc120 \uc9c0\uc9c0\uc120(\uac00\uaca9\uc774 \ub354 \ub5a8\uc5b4\uc9c0\uae30 \uc5b4\ub835\ub2e4\uace0 \uc5ec\uaca8\uc9c0\ub294 \uad6c\uac04) \uc544\ub798\ub85c \ub0b4\ub824\uac14\ub2e4.\n\n<h3>Market Positioning And Hedging<\/h3>\n\uacbd\uae30 \ub454\ud654 \uac00\ub2a5\uc131\uc774 \ucee4\uc9c0\ub294 \ub9cc\ud07c, \ud2b8\ub808\uc774\ub354\ub294 \uc8fc\uc2dd \u2018\ub871 \ud3ec\uc9c0\uc158(\uc8fc\uac00 \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud55c \ubcf4\uc720 \ud3ec\uc9c0\uc158)\u2019\uc5d0 \ub300\ud55c \ud5e4\uc9c0(\uc190\uc2e4\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4) \uc804\ub7b5\uc744 \uac80\ud1a0\ud560 \ud544\uc694\uac00 \uc788\ub2e4\uace0 \ubd24\ub2e4. STI \ub610\ub294 \uc6b4\uc1a1\u00b7\uc81c\uc870 \ub4f1 \uacbd\uae30\ubbfc\uac10\uc8fc\uc5d0 \ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac\ub85c \ud558\ub77d \uc2dc \ubc29\uc5b4\uc5d0 \ud65c\uc6a9)\uc744 \ub9e4\uc218\ud558\uba74 \ucd94\uac00 \ud558\ub77d\uc5d0 \ub300\ube44\ud558\ub294 \uc9c1\uc811\uc801\uc778 \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\ub2e4. \uacbd\uc81c \uc9c0\ud45c\uac00 \uc548\uc815\ub418\ub294 \uc2e0\ud638\uac00 \ub098\uc624\uae30 \uc804\uae4c\uc9c0\ub294 \uc774\ub7f0 \ubcf4\uc218\uc801 \uc811\uadfc\uc774 \ud0c0\ub2f9\ud558\ub2e4\ub294 \ud310\ub2e8\uc774\ub2e4.\n\n\uc774\ucc98\ub7fc \uc5b4\ub450\uc6cc\uc9c4 \uc804\ub9dd\uc740 \uc2f1\uac00\ud3ec\ub974 \ub2ec\ub7ec\uc5d0\ub3c4 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud574, \ubbf8 \ub2ec\ub7ec \ub300\ube44 1.3650 \uc218\uc900\uc73c\ub85c \uc57d\uc138\ub97c \ubcf4\uc600\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc774\ub294 \uc911\uc559\uc740\ud589\uc774 \uac15\ud55c \ud1b5\ud654\uc815\ucc45(\ud658\uc728 \uac15\uc138\ub97c \uc720\ub3c4\ud558\ub294 \uae30\uc870)\uc744 \uace0\uc218\ud560 \uc720\uc778\uc774 \uc904\uc5b4\ub4e4 \uc218 \uc788\ub2e4\ub294 \uc2dc\uac01\uc744 \ubc18\uc601\ud55c\ub2e4. \uc2dc\uc7a5\uc740 \uc5f0\ub9d0\ub85c \uac08\uc218\ub85d \uc911\ub9bd \ub610\ub294 \ube44\ub458\uae30\ud30c(\uc644\ud654 \uc120\ud638)\uc801 \uc815\ucc45 \uc804\ud658 \uac00\ub2a5\uc131\uc744 \ub354 \ud06c\uac8c \ubc18\uc601\ud558\uace0 \uc788\ub2e4.\n\n\uc2dc\uc7a5 \ubd88\uc548\ub3c4 \ub69c\ub837\uc774 \ucee4\uc84c\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4. \ub2e8\uae30 STI \uc635\uc158\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \ud5a5\ud6c4 \ubcc0\ub3d9\uc131 \uae30\ub300\uce58)\uc774 \uc9c0\ub09c 1\uc8fc\uc77c \ub3d9\uc548 15% \ub118\uac8c \uae09\ub4f1\ud588\ub2e4. \uc774\ub294 \ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548 \uac00\uaca9 \ubcc0\ub3d9 \ud3ed\uc774 \ucee4\uc9c8 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud558\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ubcc0\ub3d9\uc131 \ud655\ub300\uc5d0 \uc720\ub9ac\ud55c \uc804\ub7b5\uc73c\ub85c\ub294 \uc9c0\uc218 \ub871 \uc2a4\ud2b8\ub798\ub4e4(\ucf5c\uc635\uc158\u00b7\ud48b\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \ub9e4\uc218\ud574 \ud070 \ubc29\ud5a5\uc131 \uc6c0\uc9c1\uc784\uc5d0 \ubca0\ud305) \ub4f1\uc774 \uac70\ub860\ub410\ub2e4.\n\n\ud604\uc7ac \uc0c1\ud669\uc740 2025\ub144 4\ubd84\uae30\uc758 \ub099\uad00\ub860\uacfc \ub300\ube44\ub41c\ub2e4. \ub2f9\uc2dc \uc81c\uc870\uc5c5 PMI(\uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218\u00b750 \uc774\uc0c1\uc774\uba74 \uacbd\uae30 \ud655\uc7a5\uc73c\ub85c \ud574\uc11d)\uac00 50.5\ub97c \uc548\uc815\uc801\uc73c\ub85c \uc6c3\ub3cc\uba74\uc11c \ud68c\ubcf5\uc138\uac00 \ub354 \ud0c4\ud0c4\ud574 \ubcf4\uc600\ub2e4. \uadf8\ub7ec\ub098 2026\ub144 \ucd08 \uc9c0\ud45c\ub294 \uae30\ubc18\uc774 \uc608\uc0c1\ubcf4\ub2e4 \ucde8\uc57d\ud560 \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4\uace0 \ud3c9\uac00\ud588\ub2e4.\n\n\uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc5d0 \ub530\ub978 \ub300\uc678 \uc704\ud5d8\uc774 \ud575\uc2ec \ubcc0\uc218\ub85c \uc9c0\ubaa9\ub410\ub2e4. \ucd5c\uadfc \ud638\ub974\ubb34\uc988 \ud574\ud611(\uc911\ub3d9 \uc6d0\uc720\u00b7\ubb3c\ub958\uc758 \ud575\uc2ec \ud574\uc0c1 \uc694\ucda9\uc9c0) \uacbd\uc720 \ud56d\ub85c\uc5d0\uc11c \uc120\ubc15 \uc9c0\uc5f0\uacfc \ubcf4\ud5d8\ub8cc \uc0c1\uc2b9\uc774 \ubcf4\uace0\ub418\uace0 \uc788\ub2e4. \uc774 \uc8fc\uc694 \uad50\uc5ed \ud1b5\ub85c\uc758 \ucc28\uc9c8\uc774 \uae38\uc5b4\uc9c0\uba74 \uc2f1\uac00\ud3ec\ub974\uc758 \ubb34\uc5ed\u00b7\ubb3c\ub958 \uc5c5\uc885\uc774 \ub354 \ud070 \ud0c0\uaca9\uc744 \ubc1b\uc744 \uc218 \uc788\ub2e4. AI \uad00\ub828 \uc804\uc790 \uc218\ucd9c\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \uc120\ubc29\ud558\uace0\ub294 \uc788\uc9c0\ub9cc, \ub2e4\ub978 \ubd80\ubb38\uc758 \uc57d\uc138\ub97c \uc0c1\uc1c4\ud558\uae30\uc5d0\ub294 \ubd80\uc871\ud560 \uc218 \uc788\ub2e4\ub294 \uc9c4\ub2e8\uc774\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>\u201c\uc2f1\uac00\ud3ec\ub974 \uacbd\uae30 \uae09\uc81c\ub3d9\u201d 2\uc6d4 \uc0b0\uc5c5\uc0dd\uc0b0 \uc1fc\ud06c\uc5d0 UOB\ub294 2026\ub144 3.6%\u00b72027\ub144 2.0% \uc804\ub9dd \uc720\uc9c0\ud558\ub418 \ud558\ubc29\ub9ac\uc2a4\ud06c \uacbd\uace0. \uc911\ub3d9 \ucda9\ub3cc \uc7a5\uae30\ud654 \ub550 \uc81c\uc870\u00b7\ubb34\uc5ed\u00b7\ubb3c\ub958 \ud0c0\uaca9, STI \ubcc0\ub3d9\uc131 \uae09\ub4f1\u00b7SGD \uc57d\uc138.<\/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-43468","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\/43468","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=43468"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/43468\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=43468"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=43468"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=43468"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}