{"id":44423,"date":"2026-04-11T01:50:39","date_gmt":"2026-04-11T01:50:39","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%a6%b0%ec%91%b9-%eb%8c%80%eb%a7%8c-3%ec%9b%94-%eb%ac%b4%ec%97%ad-%ec%98%88%ec%83%81-%ec%83%81%ed%9a%8c2026%eb%85%84-1%eb%b6%84%ea%b8%b0-%ec%88%98%ec%b6%9c%c2%b7%ec%88%98%ec%9e%85\/"},"modified":"2026-04-11T01:50:39","modified_gmt":"2026-04-11T01:50:39","slug":"%eb%a6%b0%ec%91%b9-%eb%8c%80%eb%a7%8c-3%ec%9b%94-%eb%ac%b4%ec%97%ad-%ec%98%88%ec%83%81-%ec%83%81%ed%9a%8c2026%eb%85%84-1%eb%b6%84%ea%b8%b0-%ec%88%98%ec%b6%9c%c2%b7%ec%88%98%ec%9e%85","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%a6%b0%ec%91%b9-%eb%8c%80%eb%a7%8c-3%ec%9b%94-%eb%ac%b4%ec%97%ad-%ec%98%88%ec%83%81-%ec%83%81%ed%9a%8c2026%eb%85%84-1%eb%b6%84%ea%b8%b0-%ec%88%98%ec%b6%9c%c2%b7%ec%88%98%ec%9e%85\/","title":{"rendered":"\ub9b0\uc479 \u201c\ub300\ub9cc 3\uc6d4 \ubb34\uc5ed, \uc608\uc0c1 \uc0c1\ud68c\u20262026\ub144 1\ubd84\uae30 \uc218\ucd9c\u00b7\uc218\uc785 \uc99d\uac00 \ubc0f \ubb34\uc5ed\uc218\uc9c0 \ud751\uc790 \ub450 \ubc30\u201d"},"content":{"rendered":"

\ub300\ub9cc\uc758 3\uc6d4 \ubb34\uc5ed \uc9c0\ud45c\uac00 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3cc\uc558\ub2e4. \uc218\ucd9c\uacfc \uc218\uc785\uc774 \ubaa8\ub450 \ub298\uc5c8\uace0, \ubb34\uc5ed\uc218\uc9c0(\uc218\ucd9c\uc5d0\uc11c \uc218\uc785\uc744 \ube80 \uac12)\ub294 213\uc5b5\ub2ec\ub7ec\ub85c 5\uac1c\uc6d4 \ub9cc\uc758 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\ub2e4. 2026\ub144 1\ubd84\uae30(1Q26) \ubb34\uc5ed\ud751\uc790(\ubb34\uc5ed\uc218\uc9c0 \ud751\uc790) \ud569\uacc4\ub294 530\uc5b5\ub2ec\ub7ec\ub85c, \uc804\ub144 \ub300\ube44 124.2% \uc99d\uac00\ud588\ub2e4.<\/p>\n

2026\ub144 1\ubd84\uae30 \uc804\uccb4 \uc218\ucd9c\uc5d0\uc11c \uae30\uc220 \uad00\ub828 \ud488\ubaa9 \ube44\uc911\uc740 84.0%\ub85c \uc9d1\uacc4\ub410\ub2e4. \uc774\ub294 2025\ub144 80.4%, 2024\ub144 73.2%\uc5d0\uc11c \ub354 \ub192\uc544\uc9c4 \uc218\uc900\uc774\ub2e4. \uc218\ucd9c \uac00\uaca9\ub3c4 \uc0c1\uc2b9\ud574 \uc218\ucd9c \uc99d\uac00\uc5d0 \ud798\uc744 \ubcf4\ud0f0\ub2e4.<\/p>\n

Taiwan Trade Performance And Growth Implications<\/h3>\n

2025\ub144 4\ubd84\uae30(4Q25)\uc5d0\ub294 \ubb34\uc5ed\ud751\uc790\uac00 2\ubc30 \uc774\uc0c1 \ub298\uba74\uc11c \uc21c\uc218\ucd9c(\uc218\ucd9c\uc5d0\uc11c \uc218\uc785\uc744 \ube80 \uac12)\uc774 \uad6d\ub0b4\ucd1d\uc0dd\uc0b0(GDP, \ud55c \ub098\ub77c\uc5d0\uc11c \uc77c\uc815 \uae30\uac04 \uc0dd\uc0b0\ub41c \uc7ac\ud654\u00b7\uc11c\ube44\uc2a4\uc758 \ud569) \uc131\uc7a5\ub960\uc5d0 11.9%\ud3ec\uc778\ud2b8\ub97c \ub354\ud588\ub2e4. \uc774\ubc88 \ubb34\uc5ed \uc9c0\ud45c\ub3c4 4\uc6d4 \ub9d0 \ubc1c\ud45c\ub420 2026\ub144 1\ubd84\uae30 GDP\uc5d0\uc11c \ub2e4\uc2dc \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5\ub960\uc744 \ub4b7\ubc1b\uce68\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4.<\/p>\n

ING\ub294 2026\ub144 1\ubd84\uae30 GDP \uc131\uc7a5\ub960 \uc804\ub9dd\uce58\ub97c \uc804\ub144 \ub300\ube44 10.2%\uc5d0\uc11c 11.5%\ub85c \uc0c1\ud5a5\ud588\ub2e4. 2026\ub144 \uc5f0\uac04 GDP \uc131\uc7a5\ub960 \uc804\ub9dd\uce58\ub3c4 \uc804\ub144 \ub300\ube44 6.7%\uc5d0\uc11c 8.2%\ub85c \uc62c\ub838\ub2e4.<\/p>\n

\uc804\ub9dd\uc758 \uc804\uc81c\ub294 \uae30\uc220 \uc218\uc694\uac00 \uac15\ud558\uac8c \uc720\uc9c0\ub418\uba74 \uc5d0\ub108\uc9c0 \uac00\uaca9 \uc0c1\uc2b9\uc744 \uac10\ub0b4\ud560 \uc218 \uc788\ub2e4\ub294 \uac83\uc774\ub2e4. \ub2e4\ub9cc \uc5d0\ub108\uc9c0 \uacf5\uae09 \ubd80\uc871\uc740 \uc0dd\uc0b0\uc5d0 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\ub2e4. \ud2b9\ud788 \ud5a5\ud6c4 \uc218\uc8fc~\uc218\uac1c\uc6d4 \ub3d9\uc548 \uc774\ub780 \uad00\ub828 \ubcc0\uc218 \ub4f1\uc73c\ub85c \uc5d0\ub108\uc9c0 \uacf5\uae09 \ucc28\uc9c8(\uc6d0\uc720\u00b7\uac00\uc2a4 \uacf5\uae09\uc774 \uc904\uc5b4\ub4dc\ub294 \uc0c1\ud669)\uc774 \uc81c\ud55c\uc801\uc77c \uac83\uc774\ub77c\ub294 \uac00\uc815\uc774 \uae54\ub824 \uc788\ub2e4.<\/p>\n

1\ubd84\uae30 \ub300\ub9cc \ubb34\uc5ed \uc9c0\ud45c\uc758 \uc608\uc0c1 \ubc16 \uac15\uc138\ub294 \ub2f9\ubd84\uac04 \ucd94\uac00 \uc0c1\uc2b9 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud574\uc57c \ud568\uc744 \uc2dc\uc0ac\ud55c\ub2e4. 4\uc6d4 \ub9d0 \uc608\uc815\ub41c 1\ubd84\uae30 GDP \ubc1c\ud45c\ub97c \uc55e\ub450\uace0 \ubb34\uc5ed\ud751\uc790\uac00 124.2% \uae09\uc99d\ud588\ub2e4\ub294 \uc810\uc740 \ub610 \ud55c \ubc88\uc758 \u2018\uc11c\ud504\ub77c\uc774\uc988(\uc608\uc0c1\ubcf4\ub2e4 \uc88b\uc740 \uacb0\uacfc)\u2019\ub97c \uac00\ub9ac\ud0a8\ub2e4. 2025\ub144 4\ubd84\uae30\uc5d0\ub3c4 \ube44\uc2b7\ud55c \uc218\ucd9c \uae09\uc99d\uc774 \ub300\ub9cc \uc790\uc0b0(\uc8fc\uc2dd\u00b7\ud1b5\ud654 \ub4f1) \uac15\uc138\ub97c \uc774\ub04c\uc5c8\ub2e4.<\/p>\n

Positioning Ideas Ahead Of The Gdp Release<\/h3>\n

GDP \ubc1c\ud45c\ub97c \uc55e\ub450\uace0 \ub300\ub9cc \uc99d\uc2dc \ub300\ud45c\uc9c0\uc218\uc778 TAIEX(\ub300\ub9cc \uac00\uad8c\uc9c0\uc218) \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud558\ub294 \uc804\ub7b5\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4. \uc9c0\uc218\ub294 \uc62c\ud574 \ub4e4\uc5b4 15% \uc774\uc0c1 \uc0c1\uc2b9\ud588\ub294\ub370, \uc218\ucd9c\uc758 84%\ub97c \ucc28\uc9c0\ud558\ub294 \uae30\uc220 \uc5c5\uc885\uc774 \uc0c1\uc2b9\uc744 \uc8fc\ub3c4\ud588\ub2e4. \uc2dc\uc7a5 \uc804\ub9dd\uc774 \uc131\uc7a5\uc138\ub97c \ubc18\ubcf5\uc801\uc73c\ub85c \uacfc\uc18c\ud3c9\uac00\ud574 \uc628 \ub9cc\ud07c, \uc635\uc158\uc740 \ub808\ubc84\ub9ac\uc9c0(\uc801\uc740 \ub3c8\uc73c\ub85c \ud070 \uc190\uc775\uc744 \ub178\ub9ac\ub294 \uad6c\uc870)\ub97c \ud1b5\ud574 \ucd94\uac00 \uc0c1\ubc29\uc5d0 \ub300\uc751\ud558\ub294 \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n

1\ubd84\uae30 \ubb34\uc5ed\ud751\uc790\uac00 530\uc5b5\ub2ec\ub7ec\uae4c\uc9c0 \uae09\uc99d\ud55c \uc810\uc740 \ub300\ub9cc\ub2ec\ub7ec(TWD)\uc5d0 \uc6b0\ud638\uc801 \uc694\uc778\uc774\ub2e4. GDP \ubc1c\ud45c \uc774\ud6c4 \ub9cc\uae30\uc758 TWD \ucf5c\uc635\uc158 \ub610\ub294 USD\/TWD \ud48b\uc635\uc158(\ub2ec\ub7ec\/\ub300\ub9cc\ub2ec\ub7ec \ud658\uc728\uc774 \ud558\ub77d\ud560 \ub54c \uc774\uc775\uc774 \ub098\ub294 \uad8c\ub9ac) \ub9e4\uc218\ub97c \uac80\ud1a0\ud560 \uc218 \uc788\ub2e4. \uacbd\uc81c \uc9c0\ud45c\uac00 \uac15\ud558\uac8c \ub098\uc624\uba74 \uc790\ubcf8 \uc720\uc785(\ud574\uc678 \uc790\uae08\uc774 \uad6d\ub0b4 \uc790\uc0b0\uc744 \uc0ac\ub294 \ud750\ub984)\uc774 \ub298\uc5b4 \ub2ec\ub7ec \ub300\ube44 \ub300\ub9cc\ub2ec\ub7ec \uac15\uc138\ub85c \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.<\/p>\n

\ub2e4\ub9cc \uc5d0\ub108\uc9c0 \uac00\uaca9 \ub9ac\uc2a4\ud06c\ub294 \ubc18\ub4dc\uc2dc \ubc29\uc5b4\uac00 \ud544\uc694\ud558\ub2e4. \uc774\ub294 \uc774\ub780 \uc815\uc138\uc5d0 \ud06c\uac8c \uc88c\uc6b0\ub41c\ub2e4. \uc9c0\uc815\ud559\uc801 \uae34\uc7a5(\uad6d\uac00 \uac04 \uac08\ub4f1)\uc740 \uc774\ubbf8 \ube0c\ub80c\ud2b8\uc720(\uad6d\uc81c \uc6d0\uc720 \uac00\uaca9\uc758 \ub300\ud45c \uae30\uc900) \uac00\uaca9\uc744 \ud55c \ub2ec \uc0ac\uc774 \ubc30\ub7f4\ub2f9 85\ub2ec\ub7ec\uc5d0\uc11c 92\ub2ec\ub7ec \uc774\uc0c1\uc73c\ub85c \ub04c\uc5b4\uc62c\ub838\ub2e4. \uc6d0\uc720 \uc120\ubb3c(\ubbf8\ub798 \uc2dc\uc810\uc5d0 \uc815\ud55c \uac00\uaca9\uc73c\ub85c \uac70\ub798\ud558\ub294 \uacc4\uc57d)\uc5d0\uc11c \uc678\uac00\uaca9(out-of-the-money, \ud604\uc7ac \uac00\uaca9\uacfc \uac70\ub9ac\uac00 \uc788\uc5b4 \ub2f9\uc7a5 \ud589\uc0ac \uac00\uce58\uac00 \uc5c6\ub294) \ucf5c\uc635\uc158\uc744 \uc0ac\ub294 \ubc29\uc2dd\uc740 \uacf5\uae09 \ucda9\uaca9(\uacf5\uae09 \uae09\uac10\uc73c\ub85c \uac00\uaca9\uc774 \uae09\ub4f1\ud558\ub294 \uc0c1\ud669)\uc5d0 \ub300\ube44\ud574 \ube44\uc6a9\uc744 \uc904\uc774\uba74\uc11c \ub300\ub9cc \uac15\uc138 \ud3ec\uc9c0\uc158\uc744 \ubc29\uc5b4\ud558\ub294 \uc218\ub2e8\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n

\ud2b9\uc815 \uc0b0\uc5c5 \uc758\uc874\ub3c4\uac00 \ub192\ub2e4\ub294 \uc810\ub3c4 \uc810\uac80\ud574\uc57c \ud560 \uc704\ud5d8\uc774\ub2e4. \uae30\uc220 \uc218\ucd9c \ube44\uc911\uc774 2024\ub144 73.2%\uc5d0\uc11c \ud604\uc7ac 84.0%\ub85c \ucee4\uc9c4 \ub9cc\ud07c, \uae00\ub85c\ubc8c AI(\uc778\uacf5\uc9c0\ub2a5) \ub610\ub294 \ubc18\ub3c4\uccb4 \uc218\uc694\uac00 \uaebe\uc774\uba74 \uc601\ud5a5\uc774 \ub354 \ud06c\uac8c \ub098\ud0c0\ub0a0 \uc218 \uc788\ub2e4. \uc774\ub7f0 \uc3e0\ub9bc\uc744 \uace0\ub824\ud558\uba74, \uc804\ubc18\uc801\uc73c\ub85c\ub294 \uac15\uc138 \uc804\ub7b5\uc744 \uc720\uc9c0\ud558\ub354\ub77c\ub3c4 \ud575\uc2ec \uae30\uc220\uc8fc\uc5d0 \ub300\ud55c \ud48b \ud3ec\uc9c0\uc158(\uac00\uaca9 \ud558\ub77d \uc2dc \ubc29\uc5b4\u00b7\uc774\uc775 \ubaa9\uc801\uc758 \uad8c\ub9ac) \uc77c\ubd80\ub97c \uc720\uc9c0\ud558\ub294 \uac83\uc774 \ud0c0\ub2f9\ud558\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u201c\ub300\ub9cc \uc218\ucd9c \uc11c\ud504\ub77c\uc774\uc988 \uc7ac\ud604?\u201d 3\uc6d4 \ubb34\uc5ed\uc218\uc9c0 213\uc5b5\ub2ec\ub7ec\ub85c 5\uac1c\uc6d4 \ucd5c\uace0, 1Q26 \ud751\uc790 530\uc5b5\ub2ec\ub7ec(+124%). \uae30\uc220\uc218\ucd9c 84%\u00b7\uac00\uaca9\uc0c1\uc2b9\uc5d0 ING \uc131\uc7a5\uc804\ub9dd \uc0c1\ud5a5, TAIEX\u00b7TWD \uac15\uc138 \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-44423","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\/44423","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=44423"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44423\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44423"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44423"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44423"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}