{"id":45395,"date":"2026-04-23T23:52:01","date_gmt":"2026-04-23T23:52:01","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%8b%a4%ec%9a%b0%ec%a1%b4%ec%8a%a430-%ec%82%b0%ec%97%85%ed%8f%89%ea%b7%a0%ec%a7%80%ec%88%98-%ec%84%a0%eb%ac%bc-%eb%b0%98%eb%8f%84%ec%b2%b4-%ea%b0%95%ec%84%b8-%ec%a7%80%ec%86%8d-%ec%86%8d-4%eb%a7%8c\/"},"modified":"2026-04-23T23:52:01","modified_gmt":"2026-04-23T23:52:01","slug":"%eb%8b%a4%ec%9a%b0%ec%a1%b4%ec%8a%a430-%ec%82%b0%ec%97%85%ed%8f%89%ea%b7%a0%ec%a7%80%ec%88%98-%ec%84%a0%eb%ac%bc-%eb%b0%98%eb%8f%84%ec%b2%b4-%ea%b0%95%ec%84%b8-%ec%a7%80%ec%86%8d-%ec%86%8d-4%eb%a7%8c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%8b%a4%ec%9a%b0%ec%a1%b4%ec%8a%a430-%ec%82%b0%ec%97%85%ed%8f%89%ea%b7%a0%ec%a7%80%ec%88%98-%ec%84%a0%eb%ac%bc-%eb%b0%98%eb%8f%84%ec%b2%b4-%ea%b0%95%ec%84%b8-%ec%a7%80%ec%86%8d-%ec%86%8d-4%eb%a7%8c\/","title":{"rendered":"\ub2e4\uc6b0\uc874\uc2a430 \uc0b0\uc5c5\ud3c9\uade0\uc9c0\uc218 \uc120\ubb3c, \ubc18\ub3c4\uccb4 \uac15\uc138 \uc9c0\uc18d \uc18d 4\ub9cc9,400\uc120 \ubd80\uadfc \ud6a1\ubcf4\u2026\ucd5c\uadfc 2\uac70\ub798\uc77c 4\ub9cc9,100~4\ub9cc9,600 \uc624\ub974\ub0b4\ub824"},"content":{"rendered":"

\ub2e4\uc6b0\uc874\uc2a4\uc0b0\uc5c5\ud3c9\uade0(DJIA\u00b7\ubbf8\uad6d \ub300\ud45c 30\uac1c \ub300\ud615\uc8fc\uc758 \uc8fc\uac00 \ud3c9\uade0) \uc120\ubb3c\uc740 \ubaa9\uc694\uc77c 4\ub9cc9,400\uc120 \ubd80\uadfc\uc5d0\uc11c \uc6c0\uc9c1\uc600\ub2e4. \ucd5c\uadfc 2\uac70\ub798\uc77c \ub3d9\uc548 4\ub9cc9,100~4\ub9cc9,600 \uc0ac\uc774\ub97c \uc624\uac14\ub2e4. S&P 500 \uc9c0\uc218\ub294 0.1% \uc62c\ub77c \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud55c \ubc18\uba74, \ub098\uc2a4\ub2e5 \uc885\ud569\uc9c0\uc218\ub294 0.1% \ud558\ub77d\ud588\ub2e4.<\/p>\n

\ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4\uc9c0\uc218(PHLX Semiconductor\u00b7SOX, \ubbf8\uad6d \uc8fc\uc694 \ubc18\ub3c4\uccb4 \uc885\ubaa9\uc73c\ub85c \uad6c\uc131\ub41c \uc9c0\uc218)\ub294 2.9% \uc0c1\uc2b9\ud558\uba70 16\uac70\ub798\uc77c \uc5f0\uc18d \uc0c1\uc2b9\uc138\ub97c \uc774\uc5b4\uac14\ub2e4. \uc774\ub294 \uc5ed\ub300 \ucd5c\uc7a5 \uae30\ub85d\uc774\ub2e4. \ud14d\uc0ac\uc2a4\uc778\uc2a4\ud2b8\ub8e8\uba3c\ud2b8\ub294 \ubd84\uae30 \uc2e4\uc801\uacfc \u2018\uac00\uc774\ub358\uc2a4(\ud68c\uc0ac \uce21\uc758 \ud5a5\ud6c4 \uc2e4\uc801 \uc804\ub9dd\uce58)\u2019\uac00 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \uc0c1\ud68c\ud558\uba74\uc11c 18% \uc774\uc0c1 \uae09\ub4f1\ud588\ub2e4.<\/p>\n

\uc8fc\uc694 \uc2e4\uc801 \uad00\ub828 \ubcc0\ub3d9<\/h3>\n

IBM\uc740 \uc2e4\uc801\uc774 \uc608\uc0c1\uc5d0 \ubabb \ubbf8\uce58\uba70 8% \ud558\ub77d\ud588\uace0, \uc11c\ube44\uc2a4\ub098\uc6b0\ub294 \uc804\ub9dd\uc774 \uc57d\ud574 17% \ub5a8\uc5b4\uc84c\ub2e4. \uc720\ub098\uc774\ud2f0\ub4dc \ub80c\ud138\uc2a4\ub294 20% \uae09\ub4f1\ud574 S&P 500 \uc885\ubaa9 \uac00\uc6b4\ub370 \uc0c1\uc2b9\ub960 1\uc704\ub97c \uae30\ub85d\ud588\ub2e4.<\/p>\n

4\uc6d4 S&P \uae00\ub85c\ubc8c \u2018\uc18d\ubcf4 PMI(\uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218\u00b7\uacbd\uae30 \ud655\uc7a5\/\uc704\ucd95\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc124\ubb38 \uc9c0\ud45c)\u2019\ub294 \uc885\ud569 52, \uc81c\uc870\uc5c5 54(\uc608\uc0c1 52.5), \uc11c\ube44\uc2a4\uc5c5 51.3(\uc608\uc0c1 50)\ub85c \ub098\uc654\ub2e4. \uc8fc\uac04 \uc2e0\uaddc \uc2e4\uc5c5\uc218\ub2f9 \uccad\uad6c\uac74\uc218(\ud574\uace0 \ub3d9\ud5a5\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uace0\ube48\ub3c4 \uace0\uc6a9 \uc9c0\ud45c)\ub294 21\ub9cc4,000\uac74\uc73c\ub85c \uc608\uc0c1(21\ub9cc2,000\uac74)\uacfc \uc9c1\uc804\uce58(20\ub9cc8,000\uac74)\ub97c \uc6c3\ub3cc\uc558\ub2e4.<\/p>\n

\ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 \ud638\ub974\ubb34\uc988 \ud574\ud611\uc5d0 \uae30\ub8b0\ub97c \uc124\uce58\ud558\ub294 \u201c\uc5b4\ub5a4 \ubcf4\ud2b8\ub4e0 \uc3f4\uc11c \uaca9\uce68\ud558\ub77c\u201d\uace0 \ud574\uad70\uc5d0 \uc9c0\uc2dc\ud588\ub2e4. \uae08\uc694\uc77c\uc5d0\ub294 14:00 GMT\uc5d0 4\uc6d4 \ubbf8\uc2dc\uac04\ub300 \uc18c\ube44\uc790\uc2ec\ub9ac\uc9c0\uc218(\ud655\uc815\uce58)\uc640 \uae30\ub300\uc9c0\uc218, 1\ub144\u00b75\ub144 \uae30\ub300\uc778\ud50c\ub808\uc774\uc158(\uac00\uacc4\uac00 \uc608\uc0c1\ud558\ub294 \ubb3c\uac00 \uc0c1\uc2b9\ub960)\uc774 \ubc1c\ud45c\ub41c\ub2e4.<\/p>\n

2025\ub144 \ubc18\ub3c4\uccb4 \uae09\ub4f1\uc5d0\uc11c \uc5bb\ub294 \uad50\ud6c8<\/h3>\n

\uc791\ub144 SOX \uc9c0\uc218\uac00 16\uac70\ub798\uc77c \uc5f0\uc18d \uc0c1\uc2b9\uc774\ub77c\ub294 \uae30\ub85d\uc744 \uc138\uc6b4 \u2018\ubc18\ub3c4\uccb4 \uacfc\uc5f4\u2019\uc740 \uc2dc\uc7a5 \uc815\uc810 \uc2e0\ud638\ub85c \ud574\uc11d\ub420 \uc5ec\uc9c0\uac00 \ucef8\ub2e4. \uc774\ud6c4 2025\ub144 \ub9d0 \ub7a0\ub9ac\uac00 \uaebe\uc774\uba74\uc11c \uc131\uc7a5\uc8fc \uc911\uc2ec \uae30\uc220\uc8fc\uac00 \ud06c\uac8c \uc870\uc815\ubc1b\uc558\ub2e4. SOX\uac00 \uc5ec\uc804\ud788 2025\ub144 \uace0\uc810 \ub300\ube44 \uc57d 15% \ub0ae\uc740 \uc218\uc900\uc5d0\uc11c \uac70\ub798\ub418\ub294 \ub9cc\ud07c, \ud2b8\ub808\uc774\ub354\ub294 \uae30\uc220\uc8fc \ucd94\uac00 \uc57d\uc138\uc5d0 \ub300\ube44\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \ub098\uc2a4\ub2e5100 ETF(QQQ)\uc5d0 \u2018\ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\u2019\uc744 \ub9e4\uc218\ud574 \ud558\ub77d \uc704\ud5d8\uc744 \ubc29\uc5b4\ud558\ub294 \ubc29\uc2dd\uc774 \uc788\ub2e4.<\/p>\n

\uc791\ub144 \uac15\ud55c PMI\ub294 \uc5f0\uc900(Fed\u00b7\ubbf8\uad6d \uc911\uc559\uc740\ud589)\uc774 \uc608\uc0c1\ubcf4\ub2e4 \uc624\ub798 \uae08\ub9ac\ub97c \ub0b4\ub9ac\uc9c0 \uc54a\ub3c4\ub85d \ub9cc\ub4e4\uc5c8\uace0, \uadf8 \uacb0\uacfc \uacbd\uae30\uc640 \uae30\uc5c5\uc774\uc775\uc774 \ub454\ud654\ub410\ub2e4. \uc5f0\uc900\uc774 \uc774\ud6c4 \uc77c\ubd80 \uc644\ud654(\uae08\ub9ac \uc778\ud558 \ub610\ub294 \uae34\ucd95 \uc644\ud654)\ub85c \ubc29\ud5a5\uc744 \ud2c0\uc5c8\uc9c0\ub9cc, \ucd5c\uadfc 2026\ub144 4\uc6d4 \uc9c0\ud45c\uc5d0\uc11c S&P \uae00\ub85c\ubc8c \ubbf8\uad6d \uc885\ud569 \uc18d\ubcf4 PMI\uac00 \uc608\uc0c1 \ubc16\uc73c\ub85c 51.7\ub85c \uc0c1\uc2b9\ud574 \uacbd\uae30 \ud65c\ub3d9\uc774 \ub2e4\uc2dc \ube68\ub77c\uc9c8 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud588\ub2e4. \uc774\ub294 \uc5f0\uc900\uc758 \uc815\ucc45 \uacbd\ub85c\ub97c \ub354 \uc5b4\ub835\uac8c \ub9cc\ub4e4\uba70, \ud604\uc2dc\uc810\uc5d0\uc11c \uacf5\uaca9\uc801\uc778 \uae08\ub9ac \uc778\ud558\uc5d0 \ubca0\ud305\ud558\ub294 \uac83\uc740 \uacbd\uacc4\ud560 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n

2025\ub144\uc5d0\ub294 \uc720\ub098\uc774\ud2f0\ub4dc \ub80c\ud138\uc2a4 \uac19\uc740 \uc0b0\uc5c5\uc7ac\ub85c\uc758 \u2018\ub85c\ud14c\uc774\uc158(\uc790\uae08\uc774 \ud2b9\uc815 \uc5c5\uc885\uc5d0\uc11c \ub2e4\ub978 \uc5c5\uc885\uc73c\ub85c \uc774\ub3d9\ud558\ub294 \ud604\uc0c1)\u2019\uc774 \ubd80\uac01\ub410\uc9c0\ub9cc, \uae08\ub9ac \uc0c1\uc2b9\uc774 \uc124\ube44\ud22c\uc790(\uc790\ubcf8\uc9c0\ucd9c)\uc5d0 \ubd80\ub2f4\uc744 \uc8fc\uba74\uc11c \uc57d\ud574\uc84c\ub2e4. \ud604\uc7ac \uc2dc\uc7a5\uc740 \uc5c5\uc885 \uc804\ubc18\uc758 \uc21c\ud658\ubcf4\ub2e4 \uac1c\ubcc4 \uc885\ubaa9\uc758 \u2018\uc9c8(\uc7ac\ubb34\uac74\uc804\uc131\u00b7\uc218\uc775\uc131)\u2019\uc774 \ub354 \uc911\uc694\ud574\uc9c0\uace0 \uc788\ub2e4. \ud30c\uc0dd\uc0c1\ud488(\uae30\ucd08\uc790\uc0b0\uc5d0\uc11c \uac00\uce58\ub97c \ud30c\uc0dd\ud558\ub294 \uc0c1\ud488) \ud22c\uc790\uc790\ub294 \uc7ac\ubb34\uc0c1\ud0dc\ud45c\uac00 \ud0c4\ud0c4\ud558\uace0 \ud604\uae08\ud750\ub984\uc774 \uc88b\uc740 \uc885\ubaa9\uc744 \uc911\uc2ec\uc73c\ub85c \uc804\ub7b5\uc744 \uc9dc\ub294 \uac83\uc774 \ubc14\ub78c\uc9c1\ud558\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \u2018\ucee4\ubc84\ub4dc\ucf5c(\uc8fc\uc2dd\uc744 \ubcf4\uc720\ud55c \uc0c1\ud0dc\uc5d0\uc11c \ucf5c\uc635\uc158\uc744 \ud314\uc544 \uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\ub294 \uc804\ub7b5)\u2019\ub85c \ucd94\uc138\ub97c \uae30\ub2e4\ub9ac\uba70 \uc218\uc775\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\ub2e4.<\/p>\n

\uc911\ub3d9 \uc9c0\uc815\ud559 \ud5e4\ub4dc\ub77c\uc778\uc740 2025\ub144 4\uc6d4\uc5d0\ub294 \ub300\uccb4\ub85c \uc2dc\uc7a5\uc5d0\uc11c \ubb34\uc2dc\ub410\uc9c0\ub9cc, \uc774\ud6c4 \ud558\ub77d\uc7a5\uc744 \uacaa\uc73c\uba70 \ud22c\uc790\uc790\ub4e4\uc740 \uc678\ubd80 \ucda9\uaca9\uc5d0 \ub354 \ubbfc\uac10\ud574\uc84c\ub2e4. CBOE \ubcc0\ub3d9\uc131\uc9c0\uc218(VIX\u00b7S&P 500 \uc635\uc158 \uac00\uaca9\uc73c\ub85c \uacc4\uc0b0\ud558\ub294 \u2018\uacf5\ud3ec\uc9c0\uc218\u2019, \uc2dc\uc7a5\uc758 \uc608\uc0c1 \ubcc0\ub3d9\uc131)\ub294 \ub2f9\uc2dc 10\ub300 \uc911\ubc18\uc5d0 \uba38\ubb3c\ub800\uc73c\ub098, \ud604\uc7ac\ub294 \ud3c9\uade0 19 \uc218\uc900\uc5d0 \uac00\uae4c\uc6cc \uacbd\uacc4\uc2ec\uc774 \ub192\uc544\uc84c\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. 1\ub144 \uc804\ubcf4\ub2e4 \uc9c0\uae08\uc740 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc29\uc5b4 \uc218\ub2e8\uc744 \uc77c\ubd80 \ubcf4\uc720\ud558\ub294 \ucabd\uc774 \ub354 \ud569\ub9ac\uc801\uc774\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\ucd5c\uace0\uce58 \uacbd\uc2e0\uc5d0\ub3c4 \ubd88\uc548 \uc2e0\ud638? \ub2e4\uc6b0 \uc120\ubb3c \ud6a1\ubcf4 \uc18d SOX 16\uc77c \uc5f0\uc18d \uc0c1\uc2b9\u00b7TI \uae09\ub4f1, IBM\u00b7NOW \uae09\ub77d. PMI \uacac\uc870\u00b7\uc2e4\uc5c5 \uc99d\uac00, \ud2b8\ub7fc\ud504 \ud638\ub974\ubb34\uc988 \ubc1c\uc5b8\uc5d0 VIX \uacbd\uacc4\u2026\uc635\uc158 \ubc29\uc5b4\ub860.<\/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-45395","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\/45395","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=45395"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45395\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45395"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45395"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45395"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}