{"id":45369,"date":"2026-04-23T17:23:14","date_gmt":"2026-04-23T17:23:14","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c-%ed%9b%84-%ec%84%9c%eb%b9%84%ec%8a%a4%eb%82%98%ec%9a%b0-%ec%a3%bc%ea%b0%80-%ec%9e%a5-%ec%b4%88%eb%b0%98-10-%ea%b8%89%eb%9d%bdeps-0-97%eb%8b%ac%eb%9f%ac\/"},"modified":"2026-04-23T17:23:14","modified_gmt":"2026-04-23T17:23:14","slug":"%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c-%ed%9b%84-%ec%84%9c%eb%b9%84%ec%8a%a4%eb%82%98%ec%9a%b0-%ec%a3%bc%ea%b0%80-%ec%9e%a5-%ec%b4%88%eb%b0%98-10-%ea%b8%89%eb%9d%bdeps-0-97%eb%8b%ac%eb%9f%ac","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c-%ed%9b%84-%ec%84%9c%eb%b9%84%ec%8a%a4%eb%82%98%ec%9a%b0-%ec%a3%bc%ea%b0%80-%ec%9e%a5-%ec%b4%88%eb%b0%98-10-%ea%b8%89%eb%9d%bdeps-0-97%eb%8b%ac%eb%9f%ac\/","title":{"rendered":"\uc2e4\uc801 \ubc1c\ud45c \ud6c4 \uc11c\ube44\uc2a4\ub098\uc6b0 \uc8fc\uac00 \uc7a5 \ucd08\ubc18 10% \uae09\ub77d\u2026EPS 0.97\ub2ec\ub7ec\ub85c \uc608\uc0c1 \ubd80\ud569, \ub9e4\ucd9c 37\uc5b57,000\ub9cc\ub2ec\ub7ec\ub85c \uc2dc\uc7a5 \uae30\ub300 \uc0c1\ud68c"},"content":{"rendered":"<p>\uc11c\ube44\uc2a4\ub098\uc6b0(NOW) \uc8fc\uac00\ub294 \ucd5c\uadfc \uc2e4\uc801 \ubc1c\ud45c \uc774\ud6c4 \uc7a5 \ucd08\ubc18 10% \uae09\ub77d\ud588\ub2e4. \uc8fc\ub2f9\uc21c\uc774\uc775(EPS\u00b7\ud55c \uc8fc\ub2f9 \ubc8c\uc5b4\ub4e4\uc778 \uc774\uc775)\uc740 0.97\ub2ec\ub7ec\ub85c \uc2dc\uc7a5 \uc608\uc0c1\uce58\uc5d0 \ubd80\ud569\ud588\uace0, \ub9e4\ucd9c\uc740 37\uc5b57,000\ub9cc \ub2ec\ub7ec\ub85c \uc804\ub9dd\uce58\ub97c \uc18c\ud3ed \uc6c3\ub3cc\uc558\ub2e4.<\/p>\n<p>\ud68c\uc0ac\uc758 \ud5a5\ud6c4 \uc804\ub9dd(\uac00\uc774\ub358\uc2a4)\uc740 \uc218\uc775\uc131(\ub9c8\uc9c4) \uc545\ud654 \uc555\ub825\uacfc AI \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uad00\ub828 \ubd88\ud655\uc2e4\uc131\uc774 \uc9c0\uc18d\ub418\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud588\ub2e4. \ud574\ub2f9 \uc2dc\uc810\uc5d0 \uc8fc\uac00\ub294 90\ub2ec\ub7ec \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub410\ub2e4.<\/p>\n<p>\ubcf8\ubb38\uc758 \uae30\uc220\uc801 \ubd84\uc11d(\uacfc\uac70 \uac00\uaca9 \ud750\ub984\uc744 \ubc14\ud0d5\uc73c\ub85c \uc9c0\uc9c0\u00b7\uc800\ud56d\uc744 \ucc3e\ub294 \ubc29\uc2dd)\uc5d0\uc11c\ub294 \uc8fc\ub2f9 71~68\ub2ec\ub7ec \uad6c\uac04\uc744 \u2018\uc9c0\uc9c0\uc120 \uad6c\uac04(\uac00\uaca9\uc774 \ud558\ub77d\ud558\ub2e4\uac00 \uba48\ucd9c \uac00\ub2a5\uc131\uc774 \ud070 \uc601\uc5ed)\u2019\uc73c\ub85c \uc81c\uc2dc\ud588\ub2e4. \uc774 \uad6c\uac04\uc740 2022~2023\ub144\uc758 \ucd94\uc138\uc120 \uc804\ud658 \uc800\uc810(\ucd94\uc138\uc120\uc774 \ubc14\ub00c\ub294 \uc9c0\uc810\uc758 \uc800\uac00)\uacfc \ud558\ub77d \uc410\uae30\ud615 \ud328\ud134(\uc800\uc810\uacfc \uace0\uc810\uc774 \uc810\ucc28 \uc881\uc544\uc9c0\uba70 \ub0b4\ub824\uac00\ub294 \ucc28\ud2b8 \ubaa8\uc591)\uacfc \uc5f0\uacb0\ub41c \uad6c\uac04\uc73c\ub85c \uc124\uba85\ub410\ub2e4.<\/p>\n<p>\uac19\uc740 \uae30\uac04 \uc804\uccb4 \uc2dc\uc7a5\uc740 \uc0ac\uc0c1 \ucd5c\uace0\uce58 \uc218\uc900\uc73c\ub85c \ubb18\uc0ac\ub410\ub2e4. S&#038;P500 \uc9c0\uc218\uac00 10% \uc870\uc815(\uace0\uc810 \ub300\ube44 \ud558\ub77d)\ubc1b\uc744 \uacbd\uc6b0 \uc11c\ube44\uc2a4\ub098\uc6b0\uac00 71~68\ub2ec\ub7ec \uad6c\uac04\uc73c\ub85c \ubc00\ub9b4 \uc218 \uc788\ub294 \ucd09\ubc1c \uc694\uc778\uc73c\ub85c \uc5b8\uae09\ub410\ub2e4.<\/p>\n<p>\uc81c\uc2dc\ub41c \uc811\uadfc\ubc95\uc740 \ud3ec\uc9c0\uc158(\ub9e4\uc218\u00b7\ub9e4\ub3c4 \ubcf4\uc720)\uc744 \ub2f9\uc7a5 \uc7a1\uc9c0 \uc54a\uace0, \uc8fc\uac00\uac00 \u0443\u043a\u0430\u0437\u0430\u043d\ud55c \uc9c0\uc9c0\uc120\uae4c\uc9c0 \ub0b4\ub824\uc62c \ub54c\uae4c\uc9c0 \uae30\ub2e4\ub9ac\ub294 \uac83\uc774\uc5c8\ub2e4. \uc774\ub294 \uac00\uaca9 \uc6c0\uc9c1\uc784(\ud504\ub77c\uc774\uc2a4 \uc561\uc158\u00b7\uce94\ub4e4\/\uac00\uaca9 \ud750\ub984 \uc790\uccb4)\uc744 \uadfc\uac70\ub85c \uc704\ud5d8\uc744 \ud1b5\uc81c\ud558\uaca0\ub2e4\ub294 \ucde8\uc9c0\ub85c \uc815\ub9ac\ub410\ub2e4.<\/p>\n<p>2025\ub144 \ub9d0 \uc2e4\uc801\uc5d0\uc11c \ud655\uc778\ub41c \ubd80\uc9c4\ud55c \uac00\uc774\ub358\uc2a4\ub97c \uac10\uc548\ud558\uba74, \ucd94\uac00 \ud558\ub77d\uc5d0 \ubca0\ud305\ud558\ub294 \uac83\uc774 \uccab \ub2e8\uacc4\uac00 \ub420 \uc218 \uc788\ub2e4. \ud589\uc0ac\uac00\uaca9(\uc635\uc158\uc744 \ud589\uc0ac\ud560 \uc218 \uc788\ub294 \uac00\uaca9)\uc774 80\ub2ec\ub7ec \ub610\ub294 75\ub2ec\ub7ec \uc218\uc900\uc778 \ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud558\uba74, \ud604 \uc8fc\uac00 90\ub2ec\ub7ec\uc5d0\uc11c \uc8fc\uac00\uac00 \ub0b4\ub824\uac08\uc218\ub85d \uc218\uc775\uc744 \uae30\ub300\ud560 \uc218 \uc788\ub2e4. \uc774\ub294 \ub2f9\uc2dc S&#038;P500\uc758 PER(\uc8fc\uac00\uc218\uc775\ube44\uc728\u00b7\uc8fc\uac00\uac00 \uc774\uc775 \ub300\ube44 \uc5bc\ub9c8\ub098 \ube44\uc2fc\uc9c0 \ubcf4\ub294 \uc9c0\ud45c)\uc774 21\ubc30\ub97c \uc6c3\ub3cc\uc544 \uacfc\uac70\uc5d0 \uc870\uc815\uc5d0 \ucde8\uc57d\ud588\ub358 \uad6c\uac04\uc774\ub77c\ub294 \uc810\uc744 \ub4e4\uc5b4, \uc2dc\uc7a5 \uc804\ubc18\uc758 \uc870\uc815 \uac00\ub2a5\uc131\uc744 \uc120\ubc18\uc601\ud558\ub294 \uc804\ub7b5\uc774\ub2e4.<\/p>\n<p>\ub9c8\uc9c4 \uc555\ubc15 \uc6b0\ub824\ub294 \uc0c8 \uc774\uc288\uac00 \uc544\ub2c8\uc5c8\ub2e4. 2025\ub144 \ub0b4\ub0b4 AI \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uacbd\uc7c1\uc774 \uc2ec\ud654\ub418\uba70 \uc5f0\uad6c\uac1c\ubc1c\ube44(R&#038;D\u00b7\uc2e0\uae30\uc220\/\uc81c\ud488 \uac1c\ubc1c\uc5d0 \uc4f0\ub294 \ube44\uc6a9) \uc9c0\ucd9c\uc774 \ub298\uc5c8\ub2e4\ub294 \ub0b4\uc6a9\uc774 \ubc18\ubcf5\uc801\uc73c\ub85c \uc81c\uae30\ub410\ub2e4. \ub610 \uc5f0\uc900(Fed)\uc758 \ubc1c\uc5b8\uc740 \u2018\uace0\uae08\ub9ac \uc7a5\uae30\ud654(higher for longer\u00b7\uae08\ub9ac\uac00 \uc624\ub798 \ub192\uc740 \uc218\uc900\uc5d0 \uba38\ubb34\ub974\ub294 \ud658\uacbd)\u2019 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud588\ub294\ub370, \uc774\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uace0\ud3c9\uac00\ub41c \uc131\uc7a5\uc8fc\uc5d0 \ubd88\ub9ac\ud558\uac8c \uc791\uc6a9\ud55c\ub2e4. \uc774\ub7f0 \uac70\uc2dc \ubcc0\uc218(\uae08\ub9ac\u00b7\uacbd\uae30 \ub4f1 \uc2dc\uc7a5 \uc804\uccb4\ub97c \uc6c0\uc9c1\uc774\ub294 \uc694\uc778)\ub294 \uc8fc\uac00\uc758 \ucd94\uac00 \uc57d\uc138 \uac00\ub2a5\uc131\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4.<\/p>\n<p>\ubcf4\ub2e4 \ubcf4\uc218\uc801\uc778 \uac70\ub798\ub97c \uc6d0\ud55c\ub2e4\uba74 \ubca0\uc5b4 \ucf5c \uc2a4\ud504\ub808\ub4dc(\ucf5c\uc635\uc158\uc744 \ub9e4\ub3c4\ud558\uace0 \ub354 \uba3c \ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uc744 \ub9e4\uc218\ud574 \uc704\ud5d8\uc744 \uc81c\ud55c\ud558\ub294 \ud558\ub77d\u00b7\ud6a1\ubcf4 \ubca0\ud305)\ub3c4 \ub300\uc548\uc774 \ub420 \uc218 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 95\ub2ec\ub7ec \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uad8c\ub9ac)\uc744 \ub9e4\ub3c4\ud558\uace0, \ub354 \ub192\uc740 \ud589\uc0ac\uac00\uc758 \uc678\uac00\uaca9(out-of-the-money\u00b7\ud604\uc7ac \uac00\uaca9\ubcf4\ub2e4 \ubd88\ub9ac\ud55c \uac00\uaca9) \ucf5c\uc744 \ub9e4\uc218\ud558\uba74 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac00\uaca9)\uc744 \ubc1b\uc744 \uc218 \uc788\ub2e4. \uc774 \uc804\ub7b5\uc740 \uc8fc\uac00\uac00 \ud558\ub77d\ud558\uac70\ub098 \ud6a1\ubcf4\ud558\uac70\ub098 \uc18c\ud3ed \uc0c1\uc2b9\ud574\ub3c4 \uc774\uc775\uc774 \ub0a0 \uc218 \uc788\uc5b4, \ub2e8\uae30\uac04\uc5d0 \uc8fc\uac00\uac00 \uac15\ud558\uac8c \ubc18\ub4f1\ud558\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\ub294 \uc804\uc81c\uc5d0\uc11c \uc2b9\ub960\uc774 \ub192\uc740 \ud3b8\uc73c\ub85c \uc124\uba85\ub41c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc11c\ube44\uc2a4\ub098\uc6b0 \uc2e4\uc801\uc740 \uc120\ubc29\ud588\uc9c0\ub9cc \uac00\uc774\ub358\uc2a4\uac00 \ubc1c\ubaa9: AI \ubd88\ud655\uc2e4\uc131\u00b7\ub9c8\uc9c4 \uc555\ubc15\uc5d0 10% \uae09\ub77d. 71~68\ub2ec\ub7ec \uc9c0\uc9c0\uc120 \uc8fc\ubaa9, \ucd94\uac00 \ud558\ub77d\uc5d4 80\u00b775 \ud48b \ub610\ub294 \ubca0\uc5b4\ucf5c \uc2a4\ud504\ub808\ub4dc.<\/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-45369","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\/45369","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=45369"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45369\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45369"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45369"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45369"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}