{"id":44858,"date":"2026-04-17T00:23:28","date_gmt":"2026-04-17T00:23:28","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%8b%a4%ec%9a%b0%ec%a7%80%ec%88%98-90%ed%8f%ac%ec%9d%b8%ed%8a%b8-%ec%83%81%ec%8a%b9%ed%95%b4-4%eb%a7%8c8500%ec%84%a0-%eb%8f%8c%ed%8c%8c%ed%9c%b4%ec%a0%84-%ea%b8%b0%eb%8c%80%ea%b0%90\/"},"modified":"2026-04-17T00:23:28","modified_gmt":"2026-04-17T00:23:28","slug":"%eb%8b%a4%ec%9a%b0%ec%a7%80%ec%88%98-90%ed%8f%ac%ec%9d%b8%ed%8a%b8-%ec%83%81%ec%8a%b9%ed%95%b4-4%eb%a7%8c8500%ec%84%a0-%eb%8f%8c%ed%8c%8c%ed%9c%b4%ec%a0%84-%ea%b8%b0%eb%8c%80%ea%b0%90","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%8b%a4%ec%9a%b0%ec%a7%80%ec%88%98-90%ed%8f%ac%ec%9d%b8%ed%8a%b8-%ec%83%81%ec%8a%b9%ed%95%b4-4%eb%a7%8c8500%ec%84%a0-%eb%8f%8c%ed%8c%8c%ed%9c%b4%ec%a0%84-%ea%b8%b0%eb%8c%80%ea%b0%90\/","title":{"rendered":"\ub2e4\uc6b0\uc9c0\uc218 90\ud3ec\uc778\ud2b8 \uc0c1\uc2b9\ud574 4\ub9cc8,500\uc120 \ub3cc\ud30c\u2026\ud734\uc804 \uae30\ub300\uac10\uc5d0 \uc6d4\uac00 \uc8fc\uac04 \ub7a0\ub9ac \uac15\ud654"},"content":{"rendered":"

\ub2e4\uc6b0\uc874\uc2a430\uc0b0\uc5c5\ud3c9\uade0\uc9c0\uc218\ub294 \ubaa9\uc694\uc77c \uc57d 90\ud3ec\uc778\ud2b8(0.20%) \uc0c1\uc2b9\ud574 4\ub9cc8,500\uc120\uc744 \uc6c3\ub3cc\uc558\ub2e4. \uc2a4\ud0e0\ub354\ub4dc\uc564\ub4dc\ud478\uc5b4\uc2a4(S&P)500\uc9c0\uc218\ub294 0.30% \uc62c\ub77c 7,000\uc120\uc744 \uc0c1\ud68c\ud588\uace0, \ub098\uc2a4\ub2e5\uc885\ud569\uc9c0\uc218\ub294 0.40% \uc0c1\uc2b9\ud558\uba70 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud588\ub2e4.<\/p>\n

\ub2e4\uc6b0\uc9c0\uc218\ub294 \uc7a5\uc911 \uc57d 4\ub9cc8,275\uc120\uc5d0\uc11c \ub9c8\uac10\uae4c\uc9c0 \ubc94\uc704\uc5d0\uc11c \uc6c0\uc9c1\uc600\ub2e4. \uc8fc\uac04 \uae30\uc900\uc73c\ub85c S&P500\uc740 3% \uc774\uc0c1, \ub098\uc2a4\ub2e5\uc740 5% \uc774\uc0c1, \ub2e4\uc6b0\ub294 1% \uc774\uc0c1 \uc0c1\uc2b9\ud588\ub2e4.<\/p>\n

\ud734\uc804 \uad00\ub828 \ud5e4\ub4dc\ub77c\uc778\uc5d0 \uc2dc\uc7a5 \uc0c1\uc2b9<\/h3>\n

\ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504\ub294 \ub808\ubc14\ub17c \ub300\ud1b5\ub839 \uc870\uc81c\ud504 \uc544\uc6b4, \uc774\uc2a4\ub77c\uc5d8 \ucd1d\ub9ac \ubca0\ub0d0\ubbfc \ub124\ud0c0\ub0d0\ud6c4\uc640 \ud1b5\ud654\ud588\ub2e4\uace0 \ubc1d\ud788\uba70 GMT 21:00(\uad6d\uc81c \ud45c\uc900\uc2dc \uae30\uc900)\ubd80\ud130 10\uc77c\uac04\uc758 \ud734\uc804\uc744 \uc2dc\uc791\ud55c\ub2e4\uace0 \ubc1c\ud45c\ud588\ub2e4. \uc774\ub780 \uad6d\ud68c\uc758\uc7a5\uc740 \ub808\ubc14\ub17c\uc5d0\uc11c\uc758 \uc774\uc2a4\ub77c\uc5d8 \uc791\uc804 \uc911\ub2e8\uc774 \ubbf8\uad6d-\uc774\ub780 \uacf5\uc2dd \ud68c\ub2f4\uacfc \uc5f0\uacc4\ub420 \uc218 \uc788\ub2e4\uace0 \uc5b8\uae09\ud588\uc73c\uba70, \ubcf4\ub3c4\uc5d0 \ub530\ub974\uba74 2\ucc28 \ud68c\ub2f4\ub3c4 \ub17c\uc758 \uc911\uc774\ub2e4.<\/p>\n

\ubbf8\uad6d \uc2e0\uaddc \uc2e4\uc5c5\uc218\ub2f9 \uccad\uad6c\uac74\uc218(\uc2e4\uc5c5\uc790\uac00 \ucc98\uc74c\uc73c\ub85c \uc2e0\uccad\ud55c \uac74\uc218)\ub294 4\uc6d4 11\uc77c\ub85c \ub05d\ub09c \uc8fc\uc5d0 1\ub9cc1,000\uac74 \uc904\uc5b4 20\ub9cc7,000\uac74\uc744 \uae30\ub85d\ud588\ub2e4. \uc9c1\uc804 \uc8fc \uc218\uce58\ub294 1,000\uac74 \ud558\ud5a5 \uc870\uc815\ub3fc 21\ub9cc8,000\uac74\uc73c\ub85c \uc9d1\uacc4\ub410\ub2e4. \uacc4\uc18d \uc2e4\uc5c5\uc218\ub2f9 \uccad\uad6c\uac74\uc218(\uc774\uc804\uc5d0 \uc2e0\uccad\ud574 \uacc4\uc18d \uc218\uae09 \uc911\uc778 \uc0ac\ub78c \uc218)\ub294 4\uc6d4 4\uc77c\ub85c \ub05d\ub09c \uc8fc\uc5d0 3\ub9cc1,000\uac74 \ub298\uc5b4 181\ub9cc8,000\uac74\uc73c\ub85c \uc99d\uac00\ud588\ub2e4.<\/p>\n

\uc560\ubcf4\ud2b8\ub294 230\uc5b5\ub2ec\ub7ec \uaddc\ubaa8 \uc778\uc218\uc640 \uad00\ub828\ud574 \uc2e4\uc801 \uc804\ub9dd(\uac00\uc774\ub358\uc2a4\u00b7\uae30\uc5c5\uc774 \uc81c\uc2dc\ud558\ub294 \ud5a5\ud6c4 \uc2e4\uc801 \uc608\uc0c1\uce58)\uc744 \ub0ae\ucd94\uba70 \uc57d 4% \ud558\ub77d\ud588\ub2e4. \ucc30\uc2a4\uc288\uc651\uc740 1\ubd84\uae30(Q1) \uc21c\uc774\uc775\uc774 \uae30\ub85d\uc801 \uc218\uc900\uc774\uc5c8\uc74c\uc5d0\ub3c4 \uc8fc\uac00\uac00 \uc57d 4% \ub5a8\uc5b4\uc84c\ub2e4. \ud3a9\uc2dc\ucf54\ub294 0.3% \uc0c1\uc2b9\ud588\uace0, \ub274\uc695\uba5c\ub860\uc740\ud589(BNY\uba5c\ub860)\uc740 1.3% \uc62c\ub790\ub2e4.<\/p>\n

TSMC\ub294 1\ubd84\uae30 \uc21c\uc774\uc775\uc774 5,725\uc5b5\ub300\ub9cc\ub2ec\ub7ec\ub85c \uc804\ub144 \ub300\ube44 58% \uc99d\uac00\ud588\uace0, \ub9e4\ucd9c\uc740 35% \ub298\uc5c8\ub2e4\uace0 \ubc1c\ud45c\ud588\ub2e4. 2026\ub144 \uc124\ube44\ud22c\uc790(\uc790\ubcf8\uc801\uc9c0\ucd9c\u00b7Capex: \uacf5\uc7a5\u00b7\uc7a5\ube44 \ub4f1 \uc7a5\uae30 \ud22c\uc790) \uaddc\ubaa8\ub294 520\uc5b5~560\uc5b5\ub2ec\ub7ec \ubc94\uc704\uc758 \uc0c1\ub2e8\uc5d0 \uac00\uae4c\uc6b8 \uac83\uc73c\ub85c \uc81c\uc2dc\ud588\ub2e4.<\/p>\n

\uc815\uaddc\uc7a5 \uc774\ud6c4 \uc2dc\uac04\uc678 \uac70\ub798\uc5d0\uc11c \ub2e4\uc6b0 \uc120\ubb3c\uc740 4\ub9cc8,760\uc120 \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub410\uace0, S&P500 \ubc0f \ub098\uc2a4\ub2e5100 \uc120\ubb3c\uc740 \uc57d 0.1% \uc0c1\uc2b9\ud588\ub2e4. \ub137\ud50c\ub9ad\uc2a4\ub294 \uc7a5 \ub9c8\uac10 \ud6c4 \uc2e4\uc801\uc744 \ub0b4\ub193\uc73c\uba70, \uae08\uc694\uc77c\uc5d0\ub294 \uc911\ub3d9 \uad00\ub828 \ucd94\uac00 \uc18c\uc2dd\ub3c4 \uc8fc\ubaa9\ub41c\ub2e4.<\/p>\n

\uc635\uc158(\ud30c\uc0dd\uc0c1\ud488)\uc73c\ub85c \uc704\ud5d8 \ubc29\uc5b4\uc640 \uc5c5\uc885 \ub85c\ud14c\uc774\uc158<\/h3>\n

\ud734\uc804 \uae30\ub300\uac00 \ud655\uc2e4\ud558\uc9c0 \uc54a\uc740 \uc0c1\ud669\uc5d0\uc11c \uc2dc\uc7a5\uc774 \uae09\ub4f1\ud55c \ub9cc\ud07c, \uac11\uc791\uc2a4\ub7f0 \ubc18\ub77d\uc5d0 \ub300\ube44\ud55c \ubc29\uc5b4(\ud5e4\uc9c0: \uc190\uc2e4\uc744 \uc0c1\uc1c4\ud558\ub3c4\ub85d \ubc18\ub300 \ud3ec\uc9c0\uc158\uc744 \uc7a1\ub294 \uc804\ub7b5)\ub97c \uace0\ub824\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \ubcc0\ub3d9\uc131\uc9c0\uc218(VIX: S&P500 \uc635\uc158 \uac00\uaca9\uc744 \ubc14\ud0d5\uc73c\ub85c \uacc4\uc0b0\ud55c \u2018\uacf5\ud3ec\uc9c0\uc218\u2019)\uac00 14 \uc544\ub798\ub85c \ub0b4\ub824\uc624\uba74\uc11c, SPX(=S&P500 \uc9c0\uc218 \uc635\uc158)\ub098 QQQ(\ub098\uc2a4\ub2e5100 ETF) \ud48b\uc635\uc158(\ud558\ub77d \uc2dc \uc774\uc775\uc774 \ub098\ub294 \uad8c\ub9ac)\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \uc800\ub834\ud55c \u2018\ubcf4\ud5d8\u2019\uc774 \ub410\ub2e4. \uc9c0\ub09c\ud574\uc778 2025\ub144\uc5d0\ub3c4 \ube44\uc2b7\ud55c \uc9c0\uc815\ud559\uc801 \ubd88\uc548\uc774 \ud558\ub8e8 \ub9cc\uc5d0 VIX\ub97c 20 \uc774\uc0c1\uc73c\ub85c \ub04c\uc5b4\uc62c\ub9b0 \ubc14 \uc788\uc5b4, \uc774\uc2a4\ub77c\uc5d8 \ub2f9\uad6d\uc5d0\uc11c \ubd80\uc815\uc801 \uc2e0\ud638\uac00 \ub098\uc624\uba74 \ubcc0\ub3d9\uc131 \uae09\ub4f1\uc774 \uc7ac\ud604\ub420 \uc218 \uc788\ub2e4.<\/p>\n

\uc2e0\uaddc \uc2e4\uc5c5\uc218\ub2f9 \uccad\uad6c\uac74\uc218\uac00 20\ub9cc7,000\uac74\uc73c\ub85c \ub0ae\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\ub294 \ub4f1 \uace0\uc6a9\uc2dc\uc7a5\uc774 \uac15\ud558\ub2e4\ub294 \uc810\uc740 \ubbf8 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\uc5f0\uc900)\uac00 \ub2f9\uc7a5 \uae30\uc900\uae08\ub9ac\ub97c \ub0b4\ub9ac\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\ub294 \uc2dc\uac01\uc744 \uac15\ud654\ud55c\ub2e4. \uc774\ub294 \uacbd\uc81c\uac00 \ud604\uc7ac \uae08\ub9ac \uc218\uc900\uc744 \ubc84\ud2f8 \uc218 \uc788\uc74c\uc744 \uc758\ubbf8\ud558\uc9c0\ub9cc, \uc99d\uc2dc \uc804\uccb4\uac00 \uc0c1\uc2b9\ud560 \uc218 \uc788\ub294 \ud3ed\uc744 \uc81c\ud55c\ud560 \uc218 \uc788\ub2e4. \ub530\ub77c\uc11c SPY(=S&P500 ETF) \uac19\uc740 \uad11\ubc94\uc704 \uc9c0\uc218\uc5d0 \ub300\ud55c \uc7a5\uae30 \ucf5c\uc635\uc158(\uc0c1\uc2b9 \uc2dc \uc774\uc775\uc774 \ub098\ub294 \uad8c\ub9ac)\uc740 \uc2e0\uc911\ud788 \uc811\uadfc\ud558\uace0, \uc5c5\uc885\ubcc4 \uae30\ud68c\ub97c \uc911\uc2ec\uc73c\ub85c \ubcf4\ub294 \ud3b8\uc774 \ub0ab\ub2e4.<\/p>\n

\uc774\ubc88 \uc8fc \ub098\uc2a4\ub2e5\uc774 5% \uc774\uc0c1 \uc624\ub978 \ubc18\uba74 \ub2e4\uc6b0\ub294 1%\ub300 \uc0c1\uc2b9\uc5d0 \uadf8\uce58\uba70 \ud750\ub984\uc774 \uac08\ub9ac\uace0 \uc788\ub2e4. \uc774\ub7f0 \uaca9\ucc28\ub294 \u2018\uc30d(\ud398\uc5b4) \uac70\ub798\u2019(\uc0c1\ub300 \uac15\uc138 \uc790\uc0b0\uc744 \uc0ac\uace0 \uc0c1\ub300 \uc57d\uc138 \uc790\uc0b0\uc744 \ud30c\ub294 \uc804\ub7b5)\ub97c \uc2dc\uc0ac\ud55c\ub2e4. \uc608\ub97c \ub4e4\uc5b4 QQQ ETF \ucf5c\uc635\uc158\uc744 \ub9e4\uc218\ud558\ub294 \ub3d9\uc2dc\uc5d0 DIA(\ub2e4\uc6b0 ETF) \ud48b\uc635\uc158\uc744 \ub9e4\uc218\ud574, \uae30\uc220\uc8fc\ub85c\uc758 \uc790\uae08 \uc774\ub3d9(\ub85c\ud14c\uc774\uc158: \ud22c\uc790\uc790\uae08\uc774 \uc5c5\uc885 \uac04 \uc774\ub3d9\ud558\ub294 \ud604\uc0c1)\uacfc \uc804\ud1b5 \uc0b0\uc5c5\u00b7\uae08\uc735 \uc77c\ubd80\uc5d0\uc11c\uc758 \uc774\ud0c8\uc5d0 \ubca0\ud305\ud558\ub294 \ubc29\uc2dd\uc774\ub2e4. \uc560\ubcf4\ud2b8\uc640 \ucc30\uc2a4\uc288\uc651\uc758 \uc57d\ud55c \uac00\uc774\ub358\uc2a4\ub294 \uad6c(\u820a)\uacbd\uc81c \uc131\uaca9 \uc885\ubaa9\uc5d0 \ub300\ud55c \ubc29\uc5b4\uc801 \uc811\uadfc\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4.<\/p>\n

\uc778\uacf5\uc9c0\ub2a5(AI) \uad00\ub828 \ud22c\uc790 \ud14c\ub9c8\ub294 TSMC\uc758 \u2018\uae5c\uc9dd \uc2e4\uc801\u2019\uacfc 2026\ub144 \uc124\ube44\ud22c\uc790 \uc9c0\uce68\uc73c\ub85c \ud070 \ud0c4\ub825\uc744 \ubc1b\uc558\ub2e4. \uc774\ub294 \ubc18\ub3c4\uccb4\u00b7\uc11c\ubc84 \ub4f1 \uc778\ud504\ub77c \ud22c\uc790 \uc0ac\uc774\ud074(\uacbd\uae30\uac00 \ubc18\ubcf5\uc801\uc73c\ub85c \ud655\uc7a5\u00b7\ub454\ud654\ud558\ub294 \ud750\ub984)\uc774 \ub454\ud654\ud558\uc9c0 \uc54a\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud558\uba70, \ud5a5\ud6c4 \uba87 \uc8fc\uac04 SMH(\ubc18\ub3c4\uccb4 ETF) \uac19\uc740 \ubc18\ub3c4\uccb4 ETF\uc5d0 \ub300\ud55c \uac15\uc138(\uc0c1\uc2b9) \ud3ec\uc9c0\uc158\uc774 \uc6b0\uc120\uc21c\uc704\uac00 \ub420 \uc218 \uc788\ub2e4. \uc2dc\uac00\ucd1d\uc561 \uc0c1\uc704(\uba54\uac00\ucea1) \uae30\uc220\uc8fc\uac00 \uacc4\uc18d \uc8fc\ub3c4\ud558\ub294 \ub9cc\ud07c, \uc5d4\ube44\ub514\uc544\ub098 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ucc98\ub7fc \ub300\ud615 \uae30\uc220\uc8fc\uc5d0 \ub300\ud574 \ucf5c \uc2a4\ud504\ub808\ub4dc(\ucf5c\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \ub9e4\uc218\u00b7\ub9e4\ub3c4\ud574 \ube44\uc6a9\uacfc \uc704\ud5d8\uc744 \uc904\uc774\ub294 \uc804\ub7b5)\ub97c \ud65c\uc6a9\ud574 \uc2e4\uc801 \uc774\ubca4\ud2b8 \uc804\ud6c4 \ucd94\uac00 \uc0c1\uc2b9 \uc5ec\ub825\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5\ub3c4 \uace0\ub824\ud560 \ub9cc\ud558\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\ud734\uc804 \uae30\ub300\uc5d0 \ub274\uc695\uc99d\uc2dc \u2018\ub7a0\ub9ac\u2019\u2026\ub2e4\uc6b0\u00b7S&P 7,000 \ub3cc\ud30c, \ub098\uc2a4\ub2e5 \uc0ac\uc0c1 \ucd5c\uace0. \uace0\uc6a9 \uacac\uc870\ub85c \uae08\ub9ac \uc778\ud558 \uae30\ub300 \uc81c\ud55c. VIX 14 \ud558\ud68c, \uc800\uac00 \ud48b \ud5e4\uc9c0\u00b7\uae30\uc220\uc8fc \ub85c\ud14c\uc774\uc158\u00b7TSMC\ubc1c AI \ubaa8\uba58\ud140 \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-44858","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\/44858","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=44858"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44858\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44858"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44858"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44858"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}