{"id":44365,"date":"2026-04-10T11:20:34","date_gmt":"2026-04-10T11:20:34","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%b8%8c%eb%a0%8c%ed%8a%b8%ec%9c%a0-96%eb%8b%ac%eb%9f%ac%ec%84%a0%ec%97%90%ec%84%9c-%ea%b8%89%eb%93%b1%eb%9d%bd-%ed%9b%84-%eb%b3%b4%ed%95%a9%ec%a4%91%eb%8f%99%eb%b0%9c-%ed%97%a4%eb%93%9c\/"},"modified":"2026-04-10T11:20:34","modified_gmt":"2026-04-10T11:20:34","slug":"%eb%b8%8c%eb%a0%8c%ed%8a%b8%ec%9c%a0-96%eb%8b%ac%eb%9f%ac%ec%84%a0%ec%97%90%ec%84%9c-%ea%b8%89%eb%93%b1%eb%9d%bd-%ed%9b%84-%eb%b3%b4%ed%95%a9%ec%a4%91%eb%8f%99%eb%b0%9c-%ed%97%a4%eb%93%9c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%b8%8c%eb%a0%8c%ed%8a%b8%ec%9c%a0-96%eb%8b%ac%eb%9f%ac%ec%84%a0%ec%97%90%ec%84%9c-%ea%b8%89%eb%93%b1%eb%9d%bd-%ed%9b%84-%eb%b3%b4%ed%95%a9%ec%a4%91%eb%8f%99%eb%b0%9c-%ed%97%a4%eb%93%9c\/","title":{"rendered":"\ube0c\ub80c\ud2b8\uc720, 96\ub2ec\ub7ec\uc120\uc5d0\uc11c \uae09\ub4f1\ub77d \ud6c4 \ubcf4\ud569\u2026\uc911\ub3d9\ubc1c \ud5e4\ub4dc\ub77c\uc778\uc5d0 \ud638\ub974\ubb34\uc988 \ud574\ud611 \ud574\uc0c1 \uc6b4\uc1a1 \ucc28\uc9c8"},"content":{"rendered":"

\ube0c\ub80c\ud2b8\uc720\ub294 \uc911\ub3d9 \uad00\ub828 \ub274\uc2a4\ub85c \uc7a5\uc911 \ubcc0\ub3d9\uc131\uc774 \ucee4\uc9c4 \ub4a4 \ubc30\ub7f4\ub2f9 96\ub2ec\ub7ec \uc548\ud30e\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\ub2e4. \ud55c\ub54c 100\ub2ec\ub7ec\uc5d0 \uadfc\uc811\ud588\ub2e4\uac00, \uc774\uc2a4\ub77c\uc5d8\u2013\ub808\ubc14\ub17c \uad00\ub828 \ubcf4\ub3c4 \uc774\ud6c4 95\ub2ec\ub7ec \uc544\ub798\ub85c \ub0b4\ub824\uac14\uace0, \uc774\ud6c4 \ub2e4\uc2dc 96~97\ub2ec\ub7ec \uc218\uc900\uc73c\ub85c \ubc18\ub4f1\ud588\ub2e4.<\/p>\n

\uc791\uc131 \uc2dc\uc810 \uae30\uc900 \ube0c\ub80c\ud2b8\uc720 \uc120\ubb3c\uc740 \ubc30\ub7f4\ub2f9 96\ub2ec\ub7ec\ub85c \ud3c9\uac00\ub410\ub2e4. \uc2dc\uc7a5 \uac00\uaca9\uc5d0\ub294 \ud574\ub2f9 \uc9c0\uc5ed\uc758 \ubd88\ud655\uc2e4\uc131\uc5d0 \ub530\ub978 \ucd94\uac00 \ube44\uc6a9(\ub9ac\uc2a4\ud06c \ud504\ub9ac\ubbf8\uc5c4: \uc804\uc7c1\u00b7\uc81c\uc7ac \ub4f1 \uc704\ud5d8\uc744 \ubc18\uc601\ud574 \uac00\uaca9\uc774 \ub354 \ube44\uc2f8\uc9c0\ub294 \ubd80\ubd84)\ub3c4 \ubc18\uc601\ub3fc \uc788\ub2e4.<\/p>\n

Strait Of Hormuz Disruption<\/h3>\n

\ubbf8\uad6d\u2013\uc774\ub780 \ud734\uc804\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud638\ub974\ubb34\uc988 \ud574\ud611(\uc911\ub3d9\uc758 \ud575\uc2ec \uc6d0\uc720 \uc218\uc1a1\ub85c)\uc744 \uc9c0\ub098\ub294 \uc120\ubc15 \ud1b5\ud589\uc740 \ud3c9\uc2dc\uc758 10% \ubbf8\ub9cc\uc73c\ub85c \ud06c\uac8c \uc704\ucd95\ub41c \uc0c1\ud0dc\ub2e4. \uc774\ub780\uc740 \uae30\ub8b0(\ubc14\ub2e4\uc5d0 \uc124\uce58\ud558\ub294 \ud3ed\ubc1c \uc7a5\uce58) \uc704\ud5d8\uc744 \uc774\uc720\ub85c, \uc120\ubc15\uc5d0 \ub77c\ub77c\ud06c \uc12c \uc778\uadfc \ud56d\ub85c\ub85c \ud1b5\uacfc\ud560 \uac83\uc744 \uc9c0\uc2dc\ud558\uace0 \uc788\ub2e4.<\/p>\n

\ubcf4\ub3c4\uc5d0 \ub530\ub974\uba74 \uc774\ub780\uc774 \uc554\ud638\ud654\ud3d0(\uc628\ub77c\uc778\uc5d0\uc11c \uc4f0\uc774\ub294 \ub514\uc9c0\ud138 \uc790\uc0b0)\ub85c \ud1b5\ud589\ub8cc\ub97c \ubc1b\ub294 \ubc29\uc548\uc744 \ub3c4\uc785\ud560 \uc218 \uc788\ub2e4\ub294 \uad00\uce21\uc774 \ub098\uc624\uba70, \uc11c\ubc29 \uc9c0\ub3c4\uc790\ub4e4\uacfc \uad6d\uc81c\ud574\uc0ac\uae30\uad6c(IMO\u00b7\uad6d\uc81c \ud574\uc0c1 \uc548\uc804\u00b7\uaddc\uce59\uc744 \ub2f4\ub2f9\ud558\ub294 \uae30\uad6c)\uac00 \ubc18\ub300\ud558\ub294 \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4. \ud30c\ud0a4\uc2a4\ud0c4 \ucd1d\ub9ac\uc758 \uc911\uc7ac\ub85c \uc608\uc815\ub41c \ubbf8\uad6d\u2013\uc774\ub780 \ud3c9\ud654\ud611\uc0c1\uc740 \ud1a0\uc694\uc77c \uc2dc\uc791\ub420 \uc608\uc815\uc774\uc9c0\ub9cc, \uc758\uc81c \uc124\uc815\uc744 \ub458\ub7ec\uc2fc \uc774\uacac\uc774 \ub0a8\uc544 \uc788\ub2e4.<\/p>\n

\ub610\ud55c \ud734\uc804 \ubc94\uc704\uc5d0 \ub808\ubc14\ub17c\uc774 \ud3ec\ud568\ub3fc\uc57c \ud558\ub294\uc9c0\ub97c \ub450\uace0 \uae34\uc7a5\uc774 \uc774\uc5b4\uc9c0\uace0 \uc788\uc73c\uba70, \uc218\uc694\uc77c \uc774\uc2a4\ub77c\uc5d8\uc758 \uce58\uba85\uc801 \uacf5\uaca9 \uc774\ud6c4 \ub17c\uc7c1\uc774 \ucee4\uc84c\ub2e4\ub294 \ub0b4\uc6a9\uc774 \ub2f4\uacbc\ub2e4. \ud574\ub2f9 \uae30\uc0ac\uc5d0\ub294 AI \ub3c4\uad6c\ub85c \uc791\uc131\ub410\uace0 \ud3b8\uc9d1\uc790\uac00 \uac80\ud1a0\ud588\ub2e4\ub294 \uc124\uba85\uc774 \uc788\ub2e4.<\/p>\n

Positioning And Volatility Strategies<\/h3>\n

2025\ub144 \ud638\ub974\ubb34\uc988 \ud574\ud611 \uae30\ub2a5 \ub9c8\ube44\ub85c \uc120\ubc15 \ud1b5\ud589\uc774 \ud3c9\uc2dc\uc758 10% \ubbf8\ub9cc(\ud1b5\uc0c1 \ud558\ub8e8 2,100\ub9cc \ubc30\ub7f4 \uc218\uc900)\uc73c\ub85c \uac10\uc18c\ud588\ub358 \uc0ac\uac74\uc740 \uc911\uc694\ud55c \uad50\ud6c8\uc73c\ub85c \uc81c\uc2dc\ub41c\ub2e4. \ub2f9\uc2dc \uc9c0\uc815\ud559\uc801 \uc704\ud5d8(\uc804\uc7c1\u00b7\uc678\uad50 \uac08\ub4f1 \ub4f1)\uc774 \uc635\uc158(\ubbf8\ub798 \uac00\uaca9 \ubcc0\ub3d9\uc5d0 \ubca0\ud305\ud558\ub294 \ud30c\uc0dd\uc0c1\ud488) \uac00\uaca9\uc5d0 \ube60\ub974\uac8c \ubc18\uc601\ub418\uba70 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ud3ec\ud568\ub41c \u2018\ud5a5\ud6c4 \ud754\ub4e4\ub9bc \uc608\uc0c1\uce58\u2019)\uc774 \uae09\ub4f1\ud588\ub2e4\ub294 \uc810\uc744 \uac15\uc870\ud55c\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc9c0\uc5ed \ub0b4 \ud574\uad70 \uc804\ub825 \uc99d\uac15\uc774\ub098 \uc678\uad50 \ub9c8\ucc30\uc744 \uc120\ud589 \uc2e0\ud638\ub85c \uc8fc\uc2dc\ud560 \ud544\uc694\uac00 \uc788\ub2e4\uace0 \uc5b8\uae09\ud55c\ub2e4.<\/p>\n

\ud5a5\ud6c4 \uba87 \uc8fc\uac04\uc740 \ubc29\ud5a5(\uc0c1\uc2b9\u00b7\ud558\ub77d)\ubfd0 \uc544\ub2c8\ub77c \u2018\uc6c0\uc9c1\uc784 \uc790\uccb4\u2019\uc5d0\uc11c \uc218\uc775\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5\uc744 \uace0\ub824\ud574\uc57c \ud55c\ub2e4\uace0 \ubcf8\ub2e4. 2025\ub144 \uc704\uae30 \ub2f9\uc2dc OVX(\uc6d0\uc720 \ubcc0\ub3d9\uc131 \uc9c0\uc218: \uc6d0\uc720 \uc635\uc158 \uac00\uaca9\uc73c\ub85c \uacc4\uc0b0\ud55c \uc2dc\uc7a5\uc758 \ubd88\uc548 \uc815\ub3c4)\uac00 60\uc744 \ub118\uc5b4\uc11c\uba70 2022\ub144 \ucd08 \uc774\ud6c4 \ucd5c\uace0 \uc218\uc900\uc744 \uae30\ub85d\ud588\uace0, \ub871 \uc2a4\ud2b8\ub798\ub4e4(\uac19\uc740 \ub9cc\uae30\u00b7\uac19\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \ub9e4\uc218\ud574 \ud070 \ubcc0\ub3d9\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5) \ubcf4\uc720\uc790\uc5d0\uac8c \uc720\ub9ac\ud588\ub2e4\uace0 \uc124\uba85\ud55c\ub2e4. OVX\uac00 \ud604\uc7ac 35 \uc548\ud30e\uc73c\ub85c \ube44\uad50\uc801 \uc548\uc815\uc801\uc774\ub77c\uba74, \uac19\uc740 \ud3ec\uc9c0\uc158\uc774 \uc7ac\ubc1c \uc704\ud5d8\uc5d0 \ub300\ube44\ud55c \u2018\uc800\ub834\ud55c \ubcf4\ud5d8\u2019\uc774 \ub420 \uc218 \uc788\ub2e4\ub294 \ucde8\uc9c0\ub2e4.<\/p>\n

\ub610\ud55c \uc9c0\ub09c\ud574 \ubbf8\uad6d\u2013\uc774\ub780 \ud611\uc0c1 \uacb0\ub82c\uc774 \uac15\uc138 \ucf5c \ub9e4\uc218 \uc804\ub7b5(\uac00\uaca9 \uc0c1\uc2b9 \uc2dc \uc774\uc775\uc774 \ucee4\uc9c0\ub294 \ucf5c\uc635\uc158 \ub9e4\uc218)\uc758 \ucd09\ubc1c \uc694\uc778\uc774\uc5c8\ub2e4\uace0 \uc5b8\uae09\ud55c\ub2e4. \uc678\uad50 \ucc44\ub110\uc774 \ub2e4\uc2dc \ud754\ub4e4\ub9ac\ub294 \uc870\uc9d0\uc774 \ubcf4\uc774\uba74 \uc720\uc0ac\ud55c \uc804\uc220\uc744 \uc4f8 \uc900\ube44\uac00 \ud544\uc694\ud558\ub2e4\ub294 \uac83\uc774\ub2e4. \ubc18\ub300\ub85c \uc81c\uc7ac(\uacbd\uc81c\u00b7\uae08\uc735 \uc81c\ud55c \uc870\uce58) \uc644\ud654\ub098 \ud574\uc0c1 \uc548\uc804 \ud655\ubcf4\uc5d0\uc11c \uc608\uc0c1 \ubc16 \uc9c4\uc804\uc774 \ub098\uc624\uba74 \uc720\uac00 \uae09\ub77d\uc5d0 \ub300\ube44\ud574 \ud48b\uc635\uc158(\uac00\uaca9 \ud558\ub77d \uc2dc \uc774\uc775\uc774 \ub098\ub294 \uc635\uc158)\uc73c\ub85c \ubc29\uc5b4\ud560 \uc2e0\ud638\uac00 \ub420 \uc218 \uc788\ub2e4\uace0 \ud55c\ub2e4.<\/p>\n

\uc544\uc6b8\ub7ec OPEC+(\uc11d\uc720\uc218\ucd9c\uad6d\uae30\uad6c OPEC\uacfc \ub7ec\uc2dc\uc544 \ub4f1 \ud611\uc758\uccb4)\uc758 \uc6c0\uc9c1\uc784\ub3c4 \ubcc0\uc218\ub85c \uace0\ub824\ud574\uc57c \ud55c\ub2e4\uace0 \ubcf8\ub2e4. \uc624\ub298 \uae30\uc900 \uc5ec\uc720 \uc0dd\uc0b0\ub2a5\ub825(spare capacity: \ud544\uc694 \uc2dc \ub2e8\uae30\uac04\uc5d0 \ucd94\uac00\ub85c \uc0dd\uc0b0\ud560 \uc218 \uc788\ub294 \ubb3c\ub7c9)\uc740 \ud558\ub8e8 \uc57d 350\ub9cc \ubc30\ub7f4\ub85c \ucd94\uc815\ub418\uba70, \uc774\ub294 \uae09\ub4f1\uc744 \ub9c9\ub294 \uc644\ucda9\uc7a5\uce58\ub77c\uace0 \uc124\uba85\ud55c\ub2e4. \ud575\uc2ec \ud68c\uc6d0\uad6d\uc774 \uc774 \uc644\ucda9\uc7a5\uce58\ub97c \uc4f0\uae30 \uc5b4\ub835\ub2e4\ub294 \ucde8\uc9c0\uc758 \ubc1c\uc5b8\uc744 \ub0b4\ub193\uc744 \uacbd\uc6b0, \uadfc\uc6d4\ubb3c \uc120\ubb3c(\uac00\uc7a5 \uac00\uae4c\uc6b4 \ub9cc\uae30\uc758 \uc120\ubb3c\uacc4\uc57d)\uc5d0\ub294 \uac15\ud55c \uc0c1\uc2b9 \uc2e0\ud638\uac00 \ub420 \uc218 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4.<\/p>\n

VT Markets \uc2e4\uacc4\uc88c \uac1c\uc124<\/a>\u00a0\ud6c4\u00a0\uac70\ub798 \uc2dc\uc791<\/a><\/b><\/p>\n","protected":false},"excerpt":{"rendered":"

\uc911\ub3d9 \ub9ac\uc2a4\ud06c\uc5d0 \ube0c\ub80c\ud2b8\uc720 96\ub2ec\ub7ec\u2026\ud638\ub974\ubb34\uc988 \ud1b5\ud589 10% \ubbf8\ub9cc \uc704\ucd95, \ub9ac\uc2a4\ud06c\ud504\ub9ac\ubbf8\uc5c4 \ud655\ub300. OVX 35 \u2018\uc800\ub834\ud55c \ubcf4\ud5d8\u2019 \ud3c9\uac00 \uc18d \uc2a4\ud2b8\ub798\ub4e4\u00b7\ucf5c\/\ud48b \ub300\uc751, OPEC+ \uc5ec\uc720 350\ub9cc\ubc30\ub7f4 \uc8fc\ubaa9.<\/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-44365","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\/44365","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=44365"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44365\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44365"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44365"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44365"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}