{"id":44116,"date":"2026-04-07T14:23:37","date_gmt":"2026-04-07T14:23:37","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ea%b8%b0%ec%88%a0%ec%a3%bc-%ec%a3%bc%eb%8f%84-%ec%84%b1%ec%9e%a5-%ec%86%8d-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%ec%8b%a4%ec%a0%81-%ec%8b%9c%ed%97%98%eb%8c%80\/"},"modified":"2026-04-07T14:23:37","modified_gmt":"2026-04-07T14:23:37","slug":"%ea%b8%b0%ec%88%a0%ec%a3%bc-%ec%a3%bc%eb%8f%84-%ec%84%b1%ec%9e%a5-%ec%86%8d-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%ec%8b%a4%ec%a0%81-%ec%8b%9c%ed%97%98%eb%8c%80","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/analysis\/%ea%b8%b0%ec%88%a0%ec%a3%bc-%ec%a3%bc%eb%8f%84-%ec%84%b1%ec%9e%a5-%ec%86%8d-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%ec%8b%a4%ec%a0%81-%ec%8b%9c%ed%97%98%eb%8c%80\/","title":{"rendered":"\uae30\uc220\uc8fc \uc8fc\ub3c4 \uc131\uc7a5 \uc18d \uc5d4\ube44\ub514\uc544 \uc2e4\uc801 \uc2dc\ud5d8\ub300"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/05\/NVDA1-1-1024x573.webp\" alt=\"\" class=\"wp-image-46786\"\/><\/figure>\n\n\n\n<p><strong>\ud575\uc2ec \uc694\uc57d<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc5d4\ube44\ub514\uc544 \uc8fc\uac00\ub294 177.17<\/strong>\ub85c <strong>0.24\ub2ec\ub7ec(+0.14%)<\/strong> \uc0c1\uc2b9\ud588\ub2e4. \uc2dc\uc7a5\uc740 \uc2e4\uc801 \uc2dc\uc98c(\uae30\uc5c5\ub4e4\uc774 \ubd84\uae30 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud558\ub294 \uae30\uac04)\uc5d0 \ub4e4\uc5b4\uc11c\uba70, \uc8fc\ub3c4 \uc5c5\uc885\uc740 \uc5ec\uc804\ud788 \uae30\uc220\uc8fc\uc640 \uae08\uc735\uc8fc\uc5d0 \uc9d1\uc911\ub3fc \uc788\ub2e4.<\/li>\n\n\n\n<li>S&amp;P 500(\ubbf8\uad6d \ub300\ud45c 500\uac1c \ub300\ud615\uc8fc \uc9c0\uc218) \uc804\uccb4 \uc774\uc775\uc740 \uc804\ub144 \ub300\ube44 <strong>14.4%<\/strong> \ub298\uc5b4 <strong>6,090\uc5b5 \ub2ec\ub7ec<\/strong>\uc5d0 \uadfc\uc811\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \uc774 \uc911 \uc815\ubcf4\uae30\uc220(IT) \uc5c5\uc885 \uc774\uc775\uc740 <strong>46%<\/strong> \ub118\uac8c \uc99d\uac00\ud574 <strong>1,828\uc5b5 \ub2ec\ub7ec<\/strong>\uc5d0 \uc774\ub97c \uc804\ub9dd\uc774\ub2e4.<\/li>\n\n\n\n<li>\uae08\uc735 \uc5c5\uc885 \uc774\uc775\uc740 <strong>18%<\/strong> \uc99d\uac00\ud55c \uc57d <strong>985\uc5b5 \ub2ec\ub7ec<\/strong>\uac00 \uc608\uc0c1\ub41c\ub2e4. \uc790\ubcf8\uc2dc\uc7a5 \uac70\ub798(\uc778\uc218\ud569\ubcd1 \ub4f1)\uc640 \ub9e4\ub9e4 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \ud754\ub4e4\ub9ac\ub294 \uc0c1\ud0dc)\uc774 \uc2e4\uc801\uc5d0 \ub3c4\uc6c0\uc744 \uc8fc\uace0 \uc788\ub2e4.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<p>1\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c\ub97c \uc55e\ub454 \uc2dc\uc7a5\uc758 \ud575\uc2ec \uc774\uc57c\uae30\ub294 \uc804\uc7c1 \ucda9\uaca9 \uc774\uc804\uc5d0 \uc7a5\uc138\ub97c \uc774\ub04c\uc5c8\ub358 \ub450 \ucd95, \uae30\uc220\uc8fc\uc640 \uae08\uc735\uc8fc\ub85c \ub2e4\uc2dc \ubaa8\uc774\uace0 \uc788\ub2e4. S&amp;P 500 \uae30\uc5c5 \uc774\uc775\uc740 \uc804\ub144 \ub300\ube44 \uc57d <a href=\"https:\/\/www.reuters.com\/business\/sp-500-poised-gain-10-by-year-end-trade-ai-disruption-concerns-persist-2026-02-24\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">14.4% \uc99d\uac00<\/a>\ud574 <strong>6,090\uc5b5 \ub2ec\ub7ec<\/strong>\uc5d0 \uadfc\uc811\ud560 \uc804\ub9dd\uc774\uba70, \uac00\uc7a5 \ud070 \uae30\uc5ec\ub294 \uc5ec\uc804\ud788 \uae30\uc220 \uc5c5\uc885\uc5d0\uc11c \ub098\uc628\ub2e4.<\/p>\n\n\n\n<p>\uc815\ubcf4\uae30\uc220(IT) \uc5c5\uc885 \uc774\uc775\ub9cc <strong>1,828\uc5b5 \ub2ec\ub7ec<\/strong>\ub85c, \uc804\ub144 \ub300\ube44 <strong>46%<\/strong> \uc774\uc0c1 \ub298\uc5b4\ub098 S&amp;P 500 \uc804\uccb4\uc758 \uc57d <strong>30%<\/strong>\ub97c \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \uc5ec\uae30\uc5d0 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc11c\ube44\uc2a4(\ud1b5\uc2e0\u00b7\ubbf8\ub514\uc5b4\u00b7\uc778\ud130\ub137 \ud50c\ub7ab\ud3fc \uae30\uc5c5\uc774 \ud3ec\ud568\ub418\ub294 \uc5c5\uc885)\ub97c \ub354\ud558\uba74 \ube44\uc911\uc740 <strong>40%<\/strong>\ub85c \ud655\ub300\ub41c\ub2e4. \uacbd\uae30\uc18c\ube44\uc7ac(\uacbd\uae30 \uc0c1\ud669\uc5d0 \ub530\ub77c \ud310\ub9e4\uac00 \ud06c\uac8c \ubcc0\ud558\ub294 \uc18c\ube44\uc7ac \uc5c5\uc885)\uae4c\uc9c0 \ud569\uce58\uba74 <strong>47%<\/strong>\uae4c\uc9c0 \uc62c\ub77c\uac04\ub2e4.<\/p>\n\n\n\n<p>\uc774\ucc98\ub7fc \uc774\uc775\uc774 \ud2b9\uc815 \uc5c5\uc885\uc5d0 \ubab0\ub9ac\ub294 \ud604\uc0c1\uc740 \uc5d4\ube44\ub514\uc544\uc5d0 \uc911\uc694\ud558\ub2e4. \uc8fc\uac00\uac00 \uba87 \ub2ec\uac04 \ubc15\uc2a4\uad8c(\uc77c\uc815 \uac00\uaca9 \ubc94\uc704)\uc5d0\uc11c \uc6c0\uc9c1\uc600\ub354\ub77c\ub3c4, \uc2e4\uc801 \uae30\ub300 \ub9e4\ub9e4(\uc2e4\uc801 \ubc1c\ud45c\ub97c \uc55e\ub454 \ub9e4\uc218\u00b7\ub9e4\ub3c4) \uc911\uc2ec\uc5d0 \uacc4\uc18d \ub193\uc774\uae30 \ub54c\ubb38\uc774\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \ucd08\ub300\ud615 \uae30\uc220\uc8fc \uc758\uc874\ub3c4\uac00 \ub0ae\uc544\uc9c8 \ub9cc\ud07c \uc2dc\uc7a5\uc774 \ub113\uac8c \uc624\ub974\uae38 \uae30\ub300\ud588\uc9c0\ub9cc, \uc804\ub9dd\uce58\ub294 \uc544\uc9c1 \uadf8\ub807\uc9c0 \uc54a\ub2e4\ub294 \ub73b\uc774\ub2e4. \uc2dc\uc7a5\uc740 \uc5ec\uc804\ud788 \uae30\uc220\uc8fc\uc758 \u2018\uc2e4\uc801\uc774 \ubc1b\uccd0\uc8fc\ub294 \uc0c1\uc2b9\u2019\uc744 \ud544\uc694\ub85c \ud55c\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc5d4\ube44\ub514\uc544, \uc774\uc775 \uc131\uc7a5\uc758 \ud575\uc2ec \ucd95\uc5d0 \uc5ec\uc804\ud788 \ud3ec\ud568<\/h2>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544\ub294 \uc774\ub7f0 \uad6c\ub3c4\uc758 \ub300\ud45c \uc885\ubaa9\uc774\ub2e4. \uc5c5\uc885 \ud658\uacbd\uc774 \uacac\uc870\ud558\uace0, \uc5d4\ube44\ub514\uc544\uc758 \uc601\uc5c5 \ubaa8\uba58\ud140(\uc2e4\uc801 \ud750\ub984)\uc740 \uc9c0\uc218 \ud3c9\uade0\uc744 \ud06c\uac8c \uc55e\uc120\ub2e4. \ud68c\uc0ac\ub294 \ubd84\uae30 \ub9e4\ucd9c <strong>681\uc5b5 \ub2ec\ub7ec<\/strong>\ub85c \uc804\ub144 \ub300\ube44 <strong>73%<\/strong> \uc99d\uac00\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc774 \uac00\uc6b4\ub370 <a href=\"https:\/\/www.vtmarkets.com\/opinion\/nvidia-earnings-report-what-it-reveals-about-the-ai-trade\/\" target=\"_blank\" rel=\"noopener\" title=\"\">\ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c\uc740 623\uc5b5 \ub2ec\ub7ec<\/a>\ub85c <strong>75%<\/strong> \ub298\uc5c8\ub2e4. \uc5f0\uac04 \ub9e4\ucd9c\uc740 <strong>2,159\uc5b5 \ub2ec\ub7ec<\/strong>\ub85c <strong>65%<\/strong> \uc99d\uac00\ud588\ub2e4.<\/p>\n\n\n\n<p>\ud604\uc7ac \ubd84\uae30\uc5d0 \ub300\ud574 \uc5d4\ube44\ub514\uc544\ub294 \ub9e4\ucd9c\uc744 \uc57d <strong>780\uc5b5 \ub2ec\ub7ec<\/strong>(\u00b1<strong>2%<\/strong>)\ub85c \uc81c\uc2dc\ud588\ub2e4. \uc774\ub294 \ub2f9\uc2dc \uc560\ub110\ub9ac\uc2a4\ud2b8 \uc608\uc0c1\uce58 <strong>726\uc5b5 \ub2ec\ub7ec<\/strong>\ub97c \uc6c3\ub3c4\ub294 \uc218\uc900\uc774\ub2e4. (\uac00\uc774\ub358\uc2a4: \uae30\uc5c5\uc774 \ud5a5\ud6c4 \uc2e4\uc801 \uc804\ub9dd\uce58\ub97c \uc2dc\uc7a5\uc5d0 \uc81c\uc2dc\ud558\ub294 \uac83)<\/p>\n\n\n\n<p>\uc774\uc81c \uc7c1\uc810\uc740 \u2018\uc131\uc7a5 \uc5ec\ubd80\u2019\uac00 \uc544\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uc131\uc7a5\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc774 \uc774\ubbf8 \uc8fc\uac00\uc5d0 \ubc18\uc601\ub410\ub294\uc9c0(\uc8fc\uac00 \uc120\ubc18\uc601), \uc774\uc775\ub960(\ub9e4\ucd9c\uc5d0\uc11c \ube44\uc6a9\uc744 \ube80 \ub4a4 \ub0a8\ub294 \ube44\uc728)\uc774 \uc5bc\ub9c8\ub098 \uc720\uc9c0\ub418\ub294\uc9c0, \uadf8\ub9ac\uace0 AI \uc0dd\ud0dc\uacc4 \uc804\ubc18\uc758 \ub300\uaddc\ubaa8 \ud22c\uc790(\uc124\ube44\ud22c\uc790\u00b7Capex)\ub97c \uacbd\uc601\uc9c4\uc774 \uacc4\uc18d \uc815\ub2f9\ud654\ud560 \uc218 \uc788\ub294\uc9c0\ub97c \ubb3b\ub294\ub2e4. (Capex: \uacf5\uc7a5\u00b7\uc11c\ubc84\u00b7\uc7a5\ube44 \ub4f1 \uc7a5\uae30 \uc790\uc0b0\uc5d0 \uc4f0\ub294 \ud22c\uc790)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uae08\uc735\uc8fc\ub294 \ub610 \ub2e4\ub978 \uc2e4\uc801 \ubc84\ud300\ubaa9<\/h2>\n\n\n\n<p>\ub2e4\ub978 \ud55c \ucd95\uc740 \uae08\uc735 \uc5c5\uc885\uc774\ub2e4. \uc5c5\uc885 \uc774\uc775\uc740 <strong>18%<\/strong> \uc99d\uac00\ud574 \uc57d <strong>985\uc5b5 \ub2ec\ub7ec<\/strong>\ub85c \uc608\uc0c1\ub41c\ub2e4. \uc778\uc218\ud569\ubcd1 \ub4f1 \uac70\ub798 \uc131\uc0ac(\ub51c \ud50c\ub85c\uc6b0), \ud2b8\ub808\uc774\ub529(\uc99d\uad8c\u00b7\ucc44\uad8c \ub4f1 \ub9e4\ub9e4) \uc99d\uac00, \uc790\uae08 \uc870\ub2ec(\uc8fc\uc2dd\u00b7\ucc44\uad8c \ubc1c\ud589) \ud655\ub300\uac00 \uc2e4\uc801\uc744 \ub5a0\ubc1b\uce58\uace0 \uc788\ub2e4. \uc8fc\uc2dd\u00b7\ucc44\uad8c\uc2dc\uc7a5\uc758 \ub192\uc740 \ubcc0\ub3d9\uc131\uc740 \ub300\ud615 \uc740\ud589\uc758 \ub2e8\uae30 \uc218\uc775 \ud658\uacbd\uc744 \uac1c\uc120\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud588\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">BlackRock has added to bearish positions on German bonds, betting that a \u201cpretty large inflation uptick\u201d across Europe will push borrowing costs back above the 15-year highs reached last week <a href=\"https:\/\/t.co\/dAmtNqxKjY\">https:\/\/t.co\/dAmtNqxKjY<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2039639767541785086?ref_src=twsrc%5Etfw\">April 2, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uc774\ub294 \uc5d4\ube44\ub514\uc544\ub97c \ud3ec\ud568\ud55c \ub300\ud615 \uae30\uc220\uc8fc\uc5d0\ub3c4 \uc911\uc694\ud55c \uc2e0\ud638\uac00 \ub41c\ub2e4. \uc740\ud589\ub4e4\uc774 \uc591\ud638\ud55c \uc2e4\uc801\uc744 \ub0b4\uace0 \uacbd\uc601\uc9c4\uc774 \uae0d\uc815\uc801\uc778 \uc804\ub9dd\uc744 \ub0b4\ub193\uc73c\uba74, \ud22c\uc790\uc790\ub4e4\uc740 \uacbd\uae30\ubbfc\uac10 \uc131\uc7a5\uc8fc(\uacbd\uae30 \ud750\ub984\uc5d0 \ub354 \ubbfc\uac10\ud558\uac8c \uc6c0\uc9c1\uc774\ub294 \uc131\uc7a5\uc8fc)\ub85c \ub2e4\uc2dc \uc790\uae08\uc774\ub3d9\uc744 \ub298\ub9b4 \uc218 \uc788\ub2e4. \ubc18\ub300\ub85c \uae08\uc735\uc8fc\uac00 \uc2e4\uc801\uc740 \uc88b\ub354\ub77c\ub3c4 \uacbd\uae30 \uc804\ubc18\uc5d0 \ub300\ud574 \uacbd\uace0\ud558\uba74, \uc2dc\uc7a5\uc740 \uc2e4\uc801 \ubc29\uc5b4\ub825(\uacbd\uae30 \ub454\ud654\uc5d0\ub3c4 \uc774\uc775\uc774 \uc720\uc9c0\ub418\ub294 \ud798)\uc5d0\ub294 \ubcf4\uc0c1\uc744 \uc8fc\ub418 \ubc38\ub958\uc5d0\uc774\uc158(\uae30\uc5c5\uac00\uce58 \ud3c9\uac00) \uc0c1\ud5a5\uc740 \uc81c\ud55c\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc804\uc7c1 \ub9ac\uc2a4\ud06c\uc5d0\ub3c4 \uc774\uc775 \uc804\ub9dd\uc740 \uaebe\uc774\uc9c0 \uc54a\uc558\ub2e4<\/h2>\n\n\n\n<p>\uae0d\uc815\uc801\uc778 \ubd80\ubd84\uc740 \uc8fc\uac00\uac00 \uc870\uc815\uc744 \ubc1b\ub294 \ub3d9\uc548\uc5d0\ub3c4 \ud5a5\ud6c4 \uc774\uc775 \uc804\ub9dd\uce58\uac00 \uacc4\uc18d \uc62c\ub77c\uc654\ub2e4\ub294 \uc810\uc774\ub2e4. \uc774\ub7f0 \uc870\ud569\uc740 \ub4dc\ubb3c\ub2e4. \uace0\uc720\uac00\uc640 \ud22c\uc790\uc2ec\ub9ac \uc545\ud654\uc5d0\ub3c4 \uae30\uc5c5\ub4e4\uc774 \uc774\uc775\ub960\uc744 \uc9c0\ud0a4\uace0, \uace0\uc815\ube44 \uad6c\uc870 \ub355\ubd84\uc5d0 \ub9e4\ucd9c \uc99d\uac00\uac00 \uc774\uc775\uc73c\ub85c \ub354 \ud06c\uac8c \uc774\uc5b4\uc9c0\ub294 \ud6a8\uacfc(\uc601\uc5c5 \ub808\ubc84\ub9ac\uc9c0)\ub97c \uc720\uc9c0\ud55c\ub2e4\uace0 \uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uc774 \ubcf4\uace0 \uc788\uc74c\uc744 \ub73b\ud55c\ub2e4. (\uc601\uc5c5 \ub808\ubc84\ub9ac\uc9c0: \uace0\uc815\ube44 \ube44\uc911\uc774 \ucee4 \ub9e4\ucd9c \ubcc0\ub3d9\uc774 \uc774\uc775\uc5d0 \ub354 \ud06c\uac8c \ubc18\uc601\ub418\ub294 \uad6c\uc870)<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Romania is set to leave European Union\u2019s highest interest rates steady as the surge in oil prices will likely fuel inflation that\u2019s already running at close to double digits <a href=\"https:\/\/t.co\/V2z8P5N5Og\">https:\/\/t.co\/V2z8P5N5Og<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2041370417152012490?ref_src=twsrc%5Etfw\">April 7, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uc2dc\uc7a5\uc740 \uc77c\ubd80 \uc704\ud5d8\uc744 \uc774\ubbf8 \uac00\uaca9\uc5d0 \ubc18\uc601\ud588\ub2e4. \uc5d4\ube44\ub514\uc544\uc758 \ubc38\ub958\uc5d0\uc774\uc158 \ubc30\uc218(\uc2e4\uc801 \ub300\ube44 \uc8fc\uac00 \uc218\uc900)\ub294 \ud06c\uac8c \ub0ae\uc544\uc84c\ub2e4. \ucd5c\uadfc \ubd84\uc11d\uc5d0 \ub530\ub974\uba74 \uc5d4\ube44\ub514\uc544\uc758 PER(\uc8fc\uac00\uc218\uc775\ube44\uc728: \uc8fc\uac00\ub97c \uc8fc\ub2f9\uc21c\uc774\uc775\uc73c\ub85c \ub098\ub208 \uac12)\uc740 \uc57d 7\ub144 \ub9cc\uc758 \ucd5c\uc800 \uc218\uc900\uc73c\ub85c \ud558\ub77d\ud588\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uc740 \uc5d4\ube44\ub514\uc544\uc758 \uc774\ubc88 \ud68c\uacc4\uc5f0\ub3c4 \uc774\uc775 \uc99d\uac00\uc728\uc774 <strong>70%<\/strong>\ub97c \uc6c3\ub3cc \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\ub294\ub370, \uc774\ub294 S&amp;P 500 \uc804\uccb4 \uc608\uc0c1\uce58 \uc57d <strong>19%<\/strong>\ub97c \ud06c\uac8c \uc0c1\ud68c\ud55c\ub2e4.<\/p>\n\n\n\n<p>\ub9ac\uc2a4\ud06c\uac00 \uc0ac\ub77c\uc84c\ub2e4\ub294 \ub73b\uc740 \uc544\ub2c8\ub2e4. \ub2e4\ub9cc \uacfc\uac70 \uace0\uc810 \uad6c\uac04\uc5d0\uc11c\ucc98\ub7fc \uacfc\ub3c4\ud55c \ud504\ub9ac\ubbf8\uc5c4(\ub3d9\uc885 \ub300\ube44 \ube44\uc2f8\uac8c \uac70\ub798\ub418\ub294 \uc218\uc900)\uc740 \uc904\uc5c8\ub2e4\ub294 \uc758\ubbf8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uae30\uc220\uc801 \ubd84\uc11d(\ucc28\ud2b8 \uae30\ubc18 \ubd84\uc11d)<\/h2>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544\ub294 <strong>177.17<\/strong> \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub418\uba70, \ucd5c\uadfc \ud558\ub77d\uc73c\ub85c <strong>164.24<\/strong>\uae4c\uc9c0 \ubc00\ub9b0 \ub4a4 \uc81c\ud55c\uc801\uc778 \ubc18\ub4f1\uc744 \uc2dc\ub3c4\ud558\uace0 \uc788\ub2e4. \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \ub9e4\ub3c4 \uc774\ud6c4 \ub9e4\uc218\uc138\uac00 \uc720\uc785\ub418\uba70 \ud68c\ubcf5 \ud750\ub984\uc774 \ud615\uc131\ub410\uc9c0\ub9cc, <strong>198.69<\/strong> \uace0\uc810\uc5d0\uc11c \uc800\ud56d\uc744 \ubc1b\uc740 \ub4a4 \uc804\uccb4 \uad6c\uc870\ub294 \uc544\uc9c1 \uc57d\uc138\ub97c \ubc18\uc601\ud55c\ub2e4. (\uc800\ud56d: \uc0c1\uc2b9\uc744 \ub9c9\ub294 \uac00\uaca9\ub300)<\/p>\n\n\n\n<p>\ud604\uc7ac \ubc18\ub4f1\uc740 \ucd94\uc138 \uc804\ud658\uc774\ub77c\uae30\ubcf4\ub2e4 \ub418\ub3cc\ub9bc(\ud558\ub77d \ub4a4 \uc77c\ubd80 \ud68c\ubcf5) \uc131\uaca9\uc774 \uac15\ud558\uba70, \ub2e8\uae30 \ud575\uc2ec \uc800\ud56d \uad6c\uac04\uc744 \uc2dc\ud5d8\ud558\ub294 \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n\n\n\n<p>\ucc28\ud2b8 \uad00\uc810\uc5d0\uc11c \ucd94\uc138\ub294 \uc911\ub9bd~\uc57d\uc138\uc5d0 \uac00\uae5d\ub2e4. \uc8fc\uac00\ub294 \ub2e8\uae30 \uc774\ub3d9\ud3c9\uade0\uc120(\ucd5c\uadfc \uc77c\uc815 \uae30\uac04 \uac00\uaca9\uc758 \ud3c9\uade0\uc744 \uc774\uc740 \uc120) \ubd80\uadfc\uc5d0\uc11c \uc6c0\uc9c1\uc778\ub2e4. <strong>5\uc77c\uc120(173.80)<\/strong>\uc774 \uc989\uac01\uc801\uc778 \uc9c0\uc9c0\uc120 \uc5ed\ud560\uc744 \ud558\uace0, <strong>10\uc77c\uc120(173.83)<\/strong>\uacfc <strong>20\uc77c\uc120(177.51)<\/strong>\uc740 \uae30\uc6b8\uae30\uac00 \ub454\ud654\ub418\uba70 \uc704\ucabd \uc800\ud56d\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\ub2e4. \uc774\ub3d9\ud3c9\uade0\uc120\uc774 \uc881\uc544\uc9c0\ub294 \ubaa8\uc2b5\uc740 \uc804\ud658 \uad6c\uac04\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc989, \ud558\ub77d \uc555\ub825\uc740 \uc644\ud654\ub418\uace0 \uc788\uc73c\ub098 \uac15\ud55c \uc0c1\uc2b9 \uc804\ud658 \uc2e0\ud638\ub294 \uc544\uc9c1 \ud655\uc778\ub418\uc9c0 \uc54a\uc558\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/05\/image-7-1024x473.jpg\" alt=\"\" class=\"wp-image-46785\"\/><\/figure>\n\n\n\n<p>\uc8fc\uc694 \uac00\uaca9 \uad6c\uac04:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc9c0\uc9c0:<\/strong> 173.80 \u2192 171.40 \u2192 164.20<\/li>\n\n\n\n<li><strong>\uc800\ud56d:<\/strong> 177.50 \u2192 181.50 \u2192 190.00<\/li>\n<\/ul>\n\n\n\n<p>\ub2f9\uc7a5\uc758 \uad00\uc804 \ud3ec\uc778\ud2b8\ub294 <strong>177.50~178.00<\/strong> \uad6c\uac04\uc774\ub2e4. 20\uc77c\uc120\uacfc \ucd5c\uadfc \uc800\ud56d \uad6c\uac04\uc774 \uacb9\uce5c\ub2e4. \uc774 \uad6c\uac04\uc744 \ud655\uc2e4\ud788 \ub3cc\ud30c\ud574 \uc720\uc9c0\ud558\uba74(\ub3cc\ud30c \ud6c4 \uc548\ucc29) \ubc18\ub4f1\uc774 <strong>181.50<\/strong>\uae4c\uc9c0 \uc774\uc5b4\uc9c8 \uc218 \uc788\uc73c\ub098, \ud574\ub2f9 \uad6c\uac04\uc5d0\uc11c\ub294 \ub354 \uac15\ud55c \ub9e4\ub3c4 \uc555\ub825(\uc800\ud56d)\uc774 \ub098\uc62c \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n\n\n\n<p>\uc544\ub798\ub85c\ub294 <strong>173.80<\/strong>\uc774 \ub2e8\uae30 \uc9c0\uc9c0\uc120\uc774\ub2e4. \uc774\ud0c8\ud558\uba74 <strong>171.40<\/strong> \uc7ac\uc2dc\ud5d8 \uac00\ub2a5\uc131\uc774 \ucee4\uc9c0\uace0, \ucd94\uac00 \uc57d\uc138 \uc2dc <strong>164.20<\/strong> \uc800\uc810\uc774 \ub2e4\uc2dc \uac70\ub860\ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\uc885\ud569\ud558\uba74, \uc5d4\ube44\ub514\uc544\ub294 \uc870\uc815 \uc774\ud6c4 \uc548\uc815\ud654\ub97c \uc2dc\ub3c4 \uc911\uc774\uc9c0\ub9cc, \uac15\ud55c \uc0c1\uc2b9 \uc804\ud658\uc744 \ub4b7\ubc1b\uce68\ud558\ub294 \uc2e0\ud638\ub294 \uc544\uc9c1 \ubd80\uc871\ud558\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud2b8\ub808\uc774\ub354\uac00 \ub2e4\uc74c\uc73c\ub85c \ubcfc \uc9c0\uc810<\/h2>\n\n\n\n<p>\ub2e4\uc74c \ud750\ub984\uc740 \uae30\uc220\uc8fc\uac00 \uc2e4\uc801\uc744 \uc798 \ub0b4\ub294\uc9c0\ubcf4\ub2e4, \uacbd\uc601\uc9c4\uc774 \ud558\ubc18\uae30\ub97c \uc5b4\ub5bb\uac8c \ub9d0\ud558\ub290\ub0d0\uc5d0 \ub354 \uc88c\uc6b0\ub420 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc2dc\uc7a5\uc740 \uc0c1\ubc18\uae30 \uc2e4\uc801 \uc11c\uc0ac\uac00 \uae30\uc220\uc8fc\uc640 \uc740\ud589\uc5d0 \uc758\ud574 \uc6c0\uc9c1\uc778\ub2e4\ub294 \uc810\uc744 \uc774\ubbf8 \uc54c\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ud22c\uc790\uc790\ub4e4\uc740 AI \uc218\uc694\uac00 \ub354 \ub9ce\uc740 \uc0b0\uc5c5\uc73c\ub85c \ud655\uc0b0\ub418\ub294\uc9c0, \uace0\uc720\uac00 \ucda9\uaca9\uc744 \uc774\uc775\ub960\uc774 \uac10\ub2f9\ud560 \uc218 \uc788\ub294\uc9c0, \uc804\uc7c1 \uad00\ub828 \ucc28\uc9c8\uc774 \uc77c\uc2dc\uc801\uc774\ub77c\uace0 \ubcf4\ub294\uc9c0\ub97c \ud655\uc778\ud558\ub824 \ud55c\ub2e4.<\/p>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544 \uc8fc\uac00\uac00 \ub69c\ub837\ud558\uac8c \uc624\ub974\ub824\uba74 \ub450 \uac00\uc9c0\uac00 \ud568\uaed8 \ud544\uc694\ud558\ub2e4. AI \uc218\uc694\uac00 \uc548\uc815\uc801\uc73c\ub85c \uc720\uc9c0\ub418\uace0, \uc2dc\uc7a5\uc774 \uadf8 \uc218\uc694\ub97c \ub354 \ub192\uc740 \uc8fc\uac00 \ud3c9\uac00(\uba40\ud2f0\ud50c: \uc774\uc775 \ub300\ube44 \uc8fc\uac00 \ubc30\uc218)\ub85c \ub2e4\uc2dc \ubcf4\uc0c1\ud558\ub294 \ud658\uacbd\uc774 \uc870\uc131\ub3fc\uc57c \ud55c\ub2e4. (\uba40\ud2f0\ud50c: PER\ucc98\ub7fc \u2018\uc774\uc775 \ub300\ube44 \uc8fc\uac00\uac00 \uba87 \ubc30\uc778\uc9c0\u2019\ub97c \ub73b\ud558\ub294 \uc9c0\ud45c)<\/p>\n\n\n\n<p>\uc2e4\uc801 \uc2dc\uc98c\uc774 \ub450 \uc870\uac74\uc744 \ud655\uc778\ud574\uc8fc\uba74 \uc8fc\uac00\ub294 <strong>177.5<\/strong> \uad6c\uac04\uc744 \ub118\uc5b4 \ucd5c\uadfc \uac00\uaca9 \ubc94\uc704\uc758 \uc0c1\ub2e8\uc744 \uc2dc\ud5d8\ud560 \uc218 \uc788\ub2e4. \ubc18\ub300\ub85c \uac00\uc774\ub358\uc2a4\uac00 \ubcf4\uc218\uc801\uc73c\ub85c \ubc14\ub00c\uba74, \uc22b\uc790\uac00 \uc88b\uc544\ub3c4 \ubc18\ub4f1\uc774 \uba48\ucd9c \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p><strong>\ud2b8\ub808\uc774\ub354 Q&amp;A<\/strong><\/p>\n\n\n\n<p><strong>\uc774\ubc88 \uc2e4\uc801 \uc2dc\uc98c\uc5d0\uc11c \uc5d4\ube44\ub514\uc544\uac00 \uc911\uc694\ud55c \uc774\uc720\ub294?<\/strong><\/p>\n\n\n\n<p>\uc774\uc775 \uc99d\uac00\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc774 \uae30\uc220 \uc5c5\uc885\uc5d0\uc11c \ub098\uc624\uae30 \ub54c\ubb38\uc774\ub2e4. \uae30\uc220 \uc5c5\uc885 \uc774\uc775\uc740 <strong>1,828\uc5b5 \ub2ec\ub7ec<\/strong>\ub85c \uc804\ub144 \ub300\ube44 <strong>46%<\/strong> \uc774\uc0c1 \uc99d\uac00\uac00 \uc608\uc0c1\ub3fc, \uc5d4\ube44\ub514\uc544\uac00 \uc2e4\uc801 \uc2dc\uc98c\uc758 \ud575\uc2ec \uc885\ubaa9\uc73c\ub85c \ub0a8\uc544 \uc788\ub2e4.<\/p>\n\n\n\n<p><strong>\ud22c\uc790\uc790\ub4e4\uc774 \uc5ec\uc804\ud788 \uae30\uc220\uc8fc\uc640 \uc740\ud589\uc5d0 \uc8fc\ubaa9\ud558\ub294 \uc774\uc720\ub294?<\/strong><\/p>\n\n\n\n<p>\uc774 \ub450 \uc5c5\uc885\uc774 \uc774\uc775 \uc99d\uac00\ub97c \ub300\ubd80\ubd84 \uc774\ub04c\uace0 \uc788\uc5b4\uc11c\ub2e4. S&amp;P 500 \uc774\uc775\uc740 <strong>14.4%<\/strong> \ub298\uc5b4 <strong>6,090\uc5b5 \ub2ec\ub7ec<\/strong>\uc5d0 \uadfc\uc811\ud560 \uc804\ub9dd\uc774\uba70, \uae08\uc735 \uc5c5\uc885 \uc774\uc775\uc740 <strong>18%<\/strong> \uc99d\uac00\ud574 \uc57d <strong>985\uc5b5 \ub2ec\ub7ec<\/strong>\uac00 \uc608\uc0c1\ub41c\ub2e4.<\/p>\n\n\n\n<p><strong>\uc774\ub294 \uc5d4\ube44\ub514\uc544 \uc8fc\uac00\uc5d0 \uc5b4\ub5a4 \uc758\ubbf8\uac00 \uc788\ub098?<\/strong><\/p>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544\ub294 \u2018\uc88b\uc740 \uc2e4\uc801\u2019\ub9cc\uc73c\ub85c\ub294 \ubd80\uc871\ud558\ub2e4\ub294 \ub73b\uc774\ub2e4. AI \uc218\uc694, \uc774\uc775\ub960, \uc124\ube44\ud22c\uc790(Capex) \uc9c0\uc18d \uac00\ub2a5\uc131, \ud558\ubc18\uae30 \uc804\ub9dd\uc5d0 \ub300\ud574 \uba85\ud655\ud55c \uac00\uc774\ub358\uc2a4\uac00 \ud544\uc694\ud558\ub2e4.<\/p>\n\n\n\n<p><strong>\uc2dc\uc7a5 \uc608\uc0c1\uce58 \uc0c1\ud68c(\uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988)\ubcf4\ub2e4 \uac00\uc774\ub358\uc2a4\uac00 \ub354 \uc911\uc694\ud55c \uc774\uc720\ub294?<\/strong><\/p>\n\n\n\n<p>\uc2dc\uc7a5\uc740 \uc774\ubbf8 \ucd08\ub300\ud615 \uae30\uc220\uc8fc\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uc0c1\ub2f9 \ubd80\ubd84 \uae30\ub300\ud558\uace0 \uc788\ub2e4. \ud575\uc2ec\uc740 \uace0\uc720\uac00\uac00 \uc774\uc5b4\uc9c0\uac70\ub098 \uae08\uc735 \uc5ec\uac74(\uae08\ub9ac\u00b7\uc790\uae08 \uc870\ub2ec)\uc774 \ube61\ube61\ud55c \uc0c1\ud0dc\uac00 \uc9c0\uc18d\ub418\uac70\ub098, \uae30\uc5c5\ub4e4\uc758 \uc9c0\ucd9c\uc774 \uc120\ubcc4\uc801\uc73c\ub85c \ubc14\ub00c\uc5b4\ub3c4 \uc131\uc7a5\uc138\uac00 \uc720\uc9c0\ub418\ub290\ub0d0\uc774\ub2e4.<\/p>\n\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>\uc2e4\uc801 \uc2dc\uc98c \u2018\ub450 \ucd95\u2019 \uc7ac\ubd80\uc0c1: \uae30\uc220\u00b7\uae08\uc735\uc774 S&#038;P500 \uc774\uc775 \uc99d\uac00 \uacac\uc778. \uc5d4\ube44\ub514\uc544\ub294 \ub9e4\ucd9c\u00b7\uac00\uc774\ub358\uc2a4 \uac15\uc138\uc5d0\ub3c4 \ubc38\ub958\u00b7\ub9c8\uc9c4\u00b7Capex \uc9c0\uc18d\uc131, 177.5 \ub3cc\ud30c\uc640 \ud558\ubc18\uae30 \uac00\uc774\ub358\uc2a4\uac00 \uad00\uac74.<\/p>\n","protected":false},"author":87,"featured_media":44115,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-44116","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44116","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=44116"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44116\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/44115"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44116"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44116"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44116"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}