{"id":44887,"date":"2026-04-17T06:27:25","date_gmt":"2026-04-17T06:27:25","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/uob%ec%9d%98-%ed%98%b8-%ec%9b%8c%ec%9d%b4-%ec%b2%b8-%ec%a4%91%ea%b5%ad-2026%eb%85%84-1%eb%b6%84%ea%b8%b0-gdp-5-0-%ec%84%b1%ec%9e%a5-%ed%8f%89%ea%b0%80%eb%8c%80%ec%99%b8-%eb%b6%88%ed%99%95\/"},"modified":"2026-04-17T06:27:25","modified_gmt":"2026-04-17T06:27:25","slug":"uob%ec%9d%98-%ed%98%b8-%ec%9b%8c%ec%9d%b4-%ec%b2%b8-%ec%a4%91%ea%b5%ad-2026%eb%85%84-1%eb%b6%84%ea%b8%b0-gdp-5-0-%ec%84%b1%ec%9e%a5-%ed%8f%89%ea%b0%80%eb%8c%80%ec%99%b8-%eb%b6%88%ed%99%95","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/uob%ec%9d%98-%ed%98%b8-%ec%9b%8c%ec%9d%b4-%ec%b2%b8-%ec%a4%91%ea%b5%ad-2026%eb%85%84-1%eb%b6%84%ea%b8%b0-gdp-5-0-%ec%84%b1%ec%9e%a5-%ed%8f%89%ea%b0%80%eb%8c%80%ec%99%b8-%eb%b6%88%ed%99%95\/","title":{"rendered":"UOB\uc758 \ud638 \uc6cc\uc774 \uccb8, \uc911\uad6d 2026\ub144 1\ubd84\uae30 GDP 5.0% \uc131\uc7a5 \ud3c9\uac00\u2026\ub300\uc678 \ubd88\ud655\uc2e4\uc131 \uc18d 2026\ub144 \uc131\uc7a5\ub960 \uc804\ub9dd 4.7% \uc720\uc9c0"},"content":{"rendered":"

\uc911\uad6d\uc758 2026\ub144 1\ubd84\uae30(1Q26) \uc2e4\uc9c8 \uad6d\ub0b4\ucd1d\uc0dd\uc0b0(GDP\u00b7\ud55c \ub098\ub77c\uc5d0\uc11c \uc77c\uc815 \uae30\uac04 \uc0dd\uc0b0\ub41c \uc7ac\ud654\u00b7\uc11c\ube44\uc2a4\uc758 \ucd1d\uc561\uc744 \ubb3c\uac00 \ubcc0\ub3d9 \uc601\ud5a5\uc744 \uc81c\uac70\ud574 \uacc4\uc0b0\ud55c \uc9c0\ud45c)\uc740 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 5.0% \uc99d\uac00\ud574, \uc815\ubd80 \ubaa9\ud45c\uce58 4.5%~5.0% \ubc94\uc704 \uc0c1\ub2e8\uc5d0 \ub3c4\ub2ec\ud588\ub2e4. 2026\ub144 \uc131\uc7a5\ub960 \uc804\ub9dd\uce58\ub294 4.7%\ub85c \uc720\uc9c0\ud588\uc73c\uba70, \ud5a5\ud6c4 3\uac1c \ubd84\uae30 \uc131\uc7a5\ub960\uc744 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 4.6%~4.8%\ub85c \uac00\uc815\ud588\ub2e4.<\/p>\n

\ub300\uc678 \ub9ac\uc2a4\ud06c(\ud574\uc678 \uc694\uc778\uc73c\ub85c \uc778\ud55c \uc704\ud5d8)\ub85c\ub294 \uacf5\uae09 \ucc28\uc9c8(\uc6d0\uc790\uc7ac\u00b7\ubd80\ud488\u00b7\ubb3c\ub958 \ub4f1 \uacf5\uae09\ub9dd\uc774 \ud754\ub4e4\ub9ac\ub294 \uc0c1\ud669), \uace0\uc720\uac00, \uc911\ub3d9 \ubd84\uc7c1, \ubbf8\uad6d\uc758 \ubb34\uc5ed \uc870\uc0ac(\uad00\uc138\u00b7\uaddc\uc81c \ub4f1\uc73c\ub85c \uc218\ucd9c\uc5d0 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\ub294 \uc870\uc0ac)\uac00 \uc81c\uc2dc\ub410\ub2e4. \uad6d\ub0b4 \uc5ec\uac74\uc73c\ub85c\ub294 \uc218\uc694\uc640 \uc2e0\ub8b0(\uc18c\ube44\u00b7\ud22c\uc790 \uc2ec\ub9ac) \ubd80\uc9c4\uc774 \uc9c0\ubaa9\ub410\uace0, \uc9c0\ubc29\uc815\ubd80 \uc7ac\uc815\uc774 \ucd94\uac00 \uc9c0\uc6d0 \uc5ec\ub825\uc744 \uc81c\ud55c\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc5b8\uae09\ub410\ub2e4.<\/p>\n

\uc131\uc7a5 \ubaa8\uba58\ud140\uacfc \ud22c\uc790 \uc2e0\ud638<\/h3>\n

\uc804\uc6d4 \ub300\ube44 \uc131\uc7a5\ub960(\uc804\ub2ec\uacfc \ube44\uad50\ud55c \uc99d\uac00\uc728)\uc740 1\uc6d4 1.68%, 2\uc6d4 0.99%, 3\uc6d4 0.52%\ub85c \ud50c\ub7ec\uc2a4 \ud750\ub984\uc744 \uc774\uc5b4\uac14\uc73c\uba70, \uc55e\uc120 3\uac1c\uc6d4\uc758 \uac10\uc18c(\ub9c8\uc774\ub108\uc2a4 \uc131\uc7a5) \uc774\ud6c4 \ubc18\ub4f1\ud588\ub2e4. \ucca8\ub2e8\uae30\uc220 \ubd84\uc57c \ud22c\uc790\ub97c \ub298\ub9ac\uaca0\ub2e4\ub294 \uacc4\ud68d\uc774 \uc5b8\uae09\ub410\uc9c0\ub9cc, \uc804\uccb4 \ud22c\uc790 \uc804\ub9dd\uc5d0\ub294 \ubd88\ud655\uc2e4\uc131\uc774 \ub0a8\uc544 \uc788\ub2e4.<\/p>\n

2026\ub144 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI\u00b7\uac00\uacc4\uac00 \uad6c\uc785\ud558\ub294 \uc0c1\ud488\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9 \ubcc0\ud654\ub97c \ub098\ud0c0\ub0b4\ub294 \uc9c0\ud45c) \uc0c1\uc2b9\ub960 \uc804\ub9dd\uce58\ub294 1.3%\ub85c, \uc815\ubd80 \ubaa9\ud45c(2%)\ub97c \ud558\ud68c\ud55c\ub2e4. \uc815\ucc45 \uc218\ub2e8\uc73c\ub85c\ub294 \uc815\uc81c\uc720(\ud718\ubc1c\uc720\u00b7\uacbd\uc720 \ub4f1) \uac00\uaca9 \uaddc\uc81c\uc640 \ubb3c\uac00 \ubd80\ub2f4\uc744 \uc644\ud654\ud558\uae30 \uc704\ud55c \ubcf4\uc870\uae08(\uc815\ubd80\uac00 \uc77c\ubd80 \ube44\uc6a9\uc744 \uc9c0\uc6d0\ud558\ub294 \uc81c\ub3c4) \uac00\ub2a5\uc131\uc774 \uac70\ub860\ub410\ub2e4.<\/p>\n

\uacbd\uae30 \ud65c\ub3d9\uc774 \uacac\uc870\ud558\uace0 \ubb3c\uac00\uac00 \uc548\uc815\uc801\uc778 \ub9cc\ud07c, \ub2e8\uae30 \uae30\uc900\uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc740 \ub0ae\uc544\uc84c\ub2e4\ub294 \ud3c9\uac00\ub2e4. \ub2e4\ub9cc \uae30\uc900\uae08\ub9ac 10bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8\u00b7\uae08\ub9ac 0.01%\ud3ec\uc778\ud2b8) \uc778\ud558 \uc804\ub9dd\uc740 \uc720\uc9c0\ud558\ub418, \uc2dc\uc810\uc744 2026\ub144 2\ubd84\uae30(2Q26)\uc5d0\uc11c 3\ubd84\uae30(3Q26)\ub85c \ub2a6\ucdc4\uace0, \uc804\ubc18\uc801 \uc644\ud654\ubcf4\ub2e4 \u2018\ud2b9\uc815 \ubd84\uc57c \uc911\uc2ec \uc644\ud654\u2019\uc640 \uad6c\uc870\uc801 \ub300\ucc45(\uacbd\uc81c \uccb4\uc9c8 \uac1c\uc120\uc744 \uc704\ud55c \uc815\ucc45)\uc5d0 \ubb34\uac8c\ub97c \ub480\ub2e4.<\/p>\n

2026\ub144 \ucd9c\ubc1c\uc774 \uac15\ud55c \ub9cc\ud07c, \uc9c0\ub098\uce58\uac8c \ub099\uad00\uc801\uc778 \uc804\ub9dd\uc5d0\ub294 \u2018\ud568\uc815\u2019\uc774 \uc788\uc744 \uc218 \uc788\ub2e4\ub294 \uc9c0\uc801\ub3c4 \ub098\uc628\ub2e4. 1\ubd84\uae30 GDP 5.0%\ub294 \uae0d\uc815\uc801\uc774\uc9c0\ub9cc, 3\uc6d4 \uc0dd\uc0b0\uc790\ubb3c\uac00\uc9c0\uc218(PPI\u00b7\uae30\uc5c5\uc774 \uc81c\ud488\uc744 \ucd9c\uace0\ud560 \ub54c \ubc1b\ub294 \uac00\uaca9 \ubcc0\ud654\ub97c \ub098\ud0c0\ub0b4\ub294 \uc9c0\ud45c)\uac00 -2.5%\ub85c \ub514\ud50c\ub808\uc774\uc158(\uc804\ubc18\uc801 \ubb3c\uac00 \ud558\ub77d) \ud750\ub984\uc744 \uc774\uc5b4\uac00\uba70 \uad6d\ub0b4 \uc218\uc694 \ubd80\uc9c4\uc774 \uc9c0\uc18d\ub428\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc774\uc5d0 \ub530\ub77c FTSE China A50 \uac19\uc740 \uad11\ubc94\uc704\ud55c \uc8fc\uac00\uc9c0\uc218\uc758 \ub2e8\uae30 \ubc18\ub4f1\uc740 \uc624\ub798\uac00\uc9c0 \uc54a\uc744 \uc218 \uc788\uc73c\uba70, \uc911\uae30\uc801\uc73c\ub85c \ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uad8c\ub9ac\ub85c \ud558\ub77d \uc704\ud5d8\uc744 \ubc29\uc5b4\ud558\uac70\ub098 \ud558\ub77d\uc5d0 \ubca0\ud305\ud558\ub294 \ud30c\uc0dd\uc0c1\ud488)\uc73c\ub85c \ud5e4\uc9c0(\uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \uac70\ub798)\ud560 \ub9cc\ud558\ub2e4\ub294 \uad00\uce21\uc774\ub2e4.<\/p>\n

\uae08\ub9ac\u00b7\ub9ac\uc2a4\ud06c\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \uc2dc\uc0ac\uc810<\/h3>\n

\uc608\uc0c1\ub41c \uae08\ub9ac \uc778\ud558\uac00 2\ubd84\uae30\uc5d0\uc11c 3\ubd84\uae30\ub85c \ubbf8\ub904\uc9c4 \uc810\uc740 \ud2b8\ub808\uc774\ub354(\ub2e8\uae30 \ub9e4\ub9e4\uc790)\uac00 \ubc18\uc601\ud574\uc57c \ud560 \uc911\uc694\ud55c \ubcc0\ud654\ub2e4. \uc774\ub294 \ud5a5\ud6c4 \uc218\uc8fc \ub0b4 \uc2dc\uc7a5\uc744 \uc6c0\uc9c1\uc77c \ud575\uc2ec \uc7ac\ub8cc(\ucd09\ub9e4)\ub97c \uc57d\ud654\uc2dc\ud0a4\uba70, \uc8fc\uac00\uc9c0\uc218\uc758 \ucd94\uac00 \uc0c1\uc2b9 \uc5ec\ub825\uc744 \uc81c\ud55c\ud560 \uc218 \uc788\ub2e4. 2025\ub144\uc5d0\ub3c4 \uc911\uad6d\uc778\ubbfc\uc740\ud589(PBOC\u00b7\uc911\uad6d\uc758 \uc911\uc559\uc740\ud589)\uc758 \ubd80\uc591\ucc45\uc774 \uae30\ub300\ubcf4\ub2e4 \uc2e0\uc911\ud558\uac8c \ub098\uc624\uc790 \uc2dc\uc7a5\uc774 \uc870\uc815\uc744 \ubc1b\uc558\ub358 \uc0ac\ub840\uac00 \uc5b8\uae09\ub410\ub2e4.<\/p>\n

\uc911\ub3d9\ubc1c \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c(\uad6d\uac00 \uac04 \uac08\ub4f1\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc704\ud5d8)\ub294 \uc720\uac00\uc5d0 \uc9c1\uc811 \uc601\ud5a5\uc744 \uc8fc\uace0 \uc788\uc73c\uba70, \ube0c\ub80c\ud2b8\uc720(\ubd81\ud574\uc0b0 \uc6d0\uc720\ub85c \uad6d\uc81c \uc6d0\uc720 \uac00\uaca9\uc758 \ub300\ud45c \uae30\uc900)\uac00 \ucd5c\uadfc \ubc30\ub7f4\ub2f9 95\ub2ec\ub7ec \ubd80\uadfc\uc5d0\uc11c \uc6c0\uc9c1\uc600\ub2e4. \uc774\ub7f0 \uc678\ubd80 \uc555\ub825\uc740 \ubd88\ud655\uc2e4\uc131\uc744 \ud0a4\uc6cc \ubcc0\ub3d9\uc131\uc744 \ub192\uc774\uba70, \ud56d\uc14d \ubcc0\ub3d9\uc131\uc9c0\uc218(VHSI\u00b7\ud56d\uc14d\uc9c0\uc218\uc758 \uc608\uc0c1 \ubcc0\ub3d9\ud3ed\uc744 \ub098\ud0c0\ub0b4\ub294 \uc9c0\ud45c) \uc0c1\uc2b9\uc73c\ub85c\ub3c4 \ud655\uc778\ub41c\ub2e4\ub294 \ud3c9\uac00\ub2e4. \uac00\uaca9 \ubcc0\ub3d9\uc5d0\uc11c \uc218\uc775\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5(\ubcc0\ub3d9\uc131 \ub9e4\ub9e4)\uc778 \uc2a4\ud2b8\ub798\ub4e4(\uac19\uc740 \ub9cc\uae30\u00b7\uac19\uc740 \ud589\uc0ac\uac00\ub85c \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \ub9e4\uc218\ud574 \ud070 \ubcc0\ub3d9\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5)\uc744 \ud56d\uc14d\uc911\uad6d\uae30\uc5c5\uc9c0\uc218(HSCEI\u00b7\ud64d\ucf69 \uc0c1\uc7a5 \uc911\uad6d \ubcf8\ud1a0 \uae30\uc5c5 \uc911\uc2ec \uc9c0\uc218)\uc5d0 \uc801\uc6a9\ud558\ub294 \uc804\ub7b5\uc774 \ub354 \ub9e4\ub825\uc801\uc774\ub77c\ub294 \uacac\ud574\uac00 \ub098\uc628\ub2e4.<\/p>\n

\ud658\uc728 \ud2b8\ub808\uc774\ub354(\uc678\ud658 \ub2e8\uae30 \ub9e4\ub9e4\uc790) \uad00\uc810\uc5d0\uc11c\ub294 \uae08\ub9ac \uc778\ud558 \uc5f0\uae30\uac00 \uc704\uc548\ud654\uc5d0 \ub2e8\uae30 \uc9c0\uc9c0(\ud558\ub77d\uc744 \ub9c9\ub294 \ud798)\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub2e4. \ub2ec\ub7ec\/\uc704\uc548\ud654 \uc5ed\uc678\ud658\uc728(USD\/CNH\u00b7\uc911\uad6d \ubcf8\ud1a0 \ubc16\uc5d0\uc11c \uac70\ub798\ub418\ub294 \uc704\uc548\ud654 \ud658\uc728) \ud658\uc728\uc740 7.28 \ubd80\uadfc\uc758 \uc881\uc740 \ubc94\uc704\uc5d0\uc11c \uc6c0\uc9c1\uc600\uace0, PBOC\uc758 \uc989\uac01\uc801\uc778 \uc644\ud654\uac00 \uc5c6\ub2e4\uba74 \ud070 \ud3ed\uc758 \uc0c1\ub2e8 \ub3cc\ud30c(\uae09\ub4f1)\ub294 \uc27d\uc9c0 \uc54a\uc544 \ubcf4\uc778\ub2e4. \ub530\ub77c\uc11c \ubc15\uc2a4\uad8c(\uc77c\uc815 \ubc94\uc704) \ud750\ub984\uc744 \uc804\uc81c\ub85c \ud55c \uc635\uc158 \uc804\ub7b5\uc774 \ud569\ub9ac\uc801\uc77c \uc218 \uc788\ub2e4\ub294 \ud310\ub2e8\uc774\ub2e4.<\/p>\n

\uc815\ubd80\uac00 \ucca8\ub2e8\uae30\uc220 \ubd80\ubb38\uc5d0 \u2018\uc120\ubcc4 \uc9c0\uc6d0(\ud2b9\uc815 \ubd84\uc57c\uc5d0 \uc9d1\uc911\uc801\uc73c\ub85c \uc9c0\uc6d0)\u2019\uc744 \uac15\uc870\ud558\ub294 \ubc18\uba74 \uc18c\ube44\uc790 \uc2e0\ub8b0\ub294 \ubd80\uc9c4\ud574, \uacbd\uc81c\uac00 \u2018\ub450 \uac08\ub798(\ubd80\ubb38\ubcc4 \ud68c\ubcf5 \uc18d\ub3c4 \ucc28)\u2019\ub85c \uc6c0\uc9c1\uc774\ub294 \ubaa8\uc2b5\uc774\ub77c\ub294 \ubd84\uc11d\uc774\ub2e4. \uadf8\ub9cc\ud07c \uc2dc\uc7a5 \uc804\uccb4\uc5d0 \ub300\ud55c \uc77c\uad04 \ubca0\ud305\ubcf4\ub2e4 \uc138\ubd80 \uc5c5\uc885 \uc911\uc2ec \uc811\uadfc\uc774 \ud544\uc694\ud558\ub2e4\ub294 \uc758\ubbf8\ub2e4. \ud30c\uc0dd\uc0c1\ud488(\uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc5d0 \ub530\ub77c \uac00\uce58\uac00 \ubcc0\ud558\ub294 \uc0c1\ud488) \uc804\ub7b5\uc73c\ub85c\ub294 \ud2b9\uc815 \uae30\uc220 \uad00\ub828 ETF(\uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc\u00b7\uc9c0\uc218\ub97c \ucd94\uc885\ud558\ub3c4\ub85d \uc124\uacc4\ub41c \ud380\ub4dc) \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uad8c\ub9ac\ub85c \uc0c1\uc2b9\uc5d0 \ubca0\ud305)\uc744 \uace0\ub824\ud558\ub294 \ud55c\ud3b8, \ub0b4\uc218 \uc9c0\ucd9c \ub454\ud654\uc5d0 \ub354 \ucde8\uc57d\ud55c \uacbd\uae30\uc18c\ube44\uc7ac(\uc18c\ub4dd\u00b7\uacbd\uae30 \ubcc0\ud654\uc5d0 \ub530\ub77c \uc218\uc694\uac00 \ud06c\uac8c \ubcc0\ud558\ub294 \uc5c5\uc885)\uc5d0\ub294 \ud48b\uc635\uc158\uc744 \ubcd1\ud589\ud558\ub294 \ubc29\uc548\uc774 \uc81c\uc2dc\ub410\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u4e2d 1Q26 GDP 5.0%\ub85c \ubaa9\ud45c \uc0c1\ub2e8 \u2018\uae5c\uc9dd\u2019\u2026\ud558\uc9c0\ub9cc \uc218\uc694\u00b7PPI \ub514\ud50c\ub808, \ub300\uc678\ub9ac\uc2a4\ud06c\uc5d0 \ub099\uad00\ub860 \uacbd\uacc4. \uae08\ub9ac\uc778\ud558 3Q\ub85c \uc5f0\uae30, \uc8fc\uac00\u00b7\uc704\uc548 \ubc15\uc2a4\uad8c\/\ubcc0\ub3d9\uc131\u00b7\uc635\uc158 \ud5e4\uc9c0 \ubd80\uac01.<\/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-44887","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\/44887","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=44887"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44887\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44887"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44887"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44887"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}