{"id":45411,"date":"2026-04-24T03:37:49","date_gmt":"2026-04-24T03:37:49","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ea%b0%95%eb%af%bc%ec%a3%bc-%ed%95%9c%ea%b5%ad-2026%eb%85%84-1%eb%b6%84%ea%b8%b0-gdp-1-7-%ec%a6%9d%ea%b0%802026%eb%85%84-%ec%84%b1%ec%9e%a5%eb%a5%a0-%ec%a0%84%eb%a7%9d-2-8%eb%a1%9c\/"},"modified":"2026-04-24T03:37:49","modified_gmt":"2026-04-24T03:37:49","slug":"%ea%b0%95%eb%af%bc%ec%a3%bc-%ed%95%9c%ea%b5%ad-2026%eb%85%84-1%eb%b6%84%ea%b8%b0-gdp-1-7-%ec%a6%9d%ea%b0%802026%eb%85%84-%ec%84%b1%ec%9e%a5%eb%a5%a0-%ec%a0%84%eb%a7%9d-2-8%eb%a1%9c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ea%b0%95%eb%af%bc%ec%a3%bc-%ed%95%9c%ea%b5%ad-2026%eb%85%84-1%eb%b6%84%ea%b8%b0-gdp-1-7-%ec%a6%9d%ea%b0%802026%eb%85%84-%ec%84%b1%ec%9e%a5%eb%a5%a0-%ec%a0%84%eb%a7%9d-2-8%eb%a1%9c\/","title":{"rendered":"\uac15\ubbfc\uc8fc \u201c\ud55c\uad6d 2026\ub144 1\ubd84\uae30 GDP 1.7% \uc99d\uac00\u20262026\ub144 \uc131\uc7a5\ub960 \uc804\ub9dd 2.8%\ub85c \uc0c1\ud5a5\u201d"},"content":{"rendered":"

\ud55c\uad6d\uc758 2026\ub144 1\ubd84\uae30(1Q26) \uad6d\ub0b4\ucd1d\uc0dd\uc0b0(GDP\u00b7\ud55c \ub098\ub77c\uc5d0\uc11c \uc77c\uc815 \uae30\uac04 \uc0dd\uc0b0\ub41c \uc7ac\ud654\uc640 \uc11c\ube44\uc2a4\uc758 \ucd1d\ud569)\uc740 \uc804 \ubd84\uae30 \ub300\ube44 1.7% \uc99d\uac00\ud588\ub2e4. \ubc18\ub3c4\uccb4(\ucef4\ud4e8\ud130\u00b7\uc2a4\ub9c8\ud2b8\ud3f0 \ub4f1\uc5d0 \ub4e4\uc5b4\uac00\ub294 \ud575\uc2ec \uc804\uc790\ubd80\ud488) \uc218\ucd9c \ud638\uc870\uc640 \uc778\uacf5\uc9c0\ub2a5(AI\u00b7\uc0ac\ub78c\uc758 \ud559\uc2b5\u00b7\ud310\ub2e8\uc744 \ud749\ub0b4 \ub0b4\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4) \uad00\ub828 \ud22c\uc790\uac00 \uc131\uc7a5\uc744 \ub4b7\ubc1b\uce68\ud588\ub2e4. ING\ub294 2026\ub144 \uc5f0\uac04 \uc131\uc7a5\ub960 \uc804\ub9dd\uce58\ub97c \uc804\ub144 \ub300\ube44 2.0%\uc5d0\uc11c 2.8%\ub85c \uc62c\ub838\ub2e4.<\/p>\n

2\ubd84\uae30(2Q26)\uc5d0\ub294 \uc5d0\ub108\uc9c0 \uacf5\uae09 \ucc28\uc9c8\uc774 \uc11d\uc720\ud654\ud559 \ub4f1 \uc81c\uc870\uc5c5\uc5d0 \uc601\ud5a5\uc744 \uc8fc\uba74\uc11c \uc131\uc7a5\uc138\uac00 \ub454\ud654\ub420 \uc804\ub9dd\uc774\ub2e4. \uc815\ubd80\ub294 \ub098\ud504\ud0c0(\uc11d\uc720\uc5d0\uc11c \ubf51\uc544\ub0b8 \uacbd\uc9c8 \uc6d0\ub8cc\ub85c \uc11d\uc720\ud654\ud559 \uc81c\ud488\uc758 \uc7ac\ub8cc) \uc784\uc2dc \uc218\ucd9c \uae08\uc9c0 \uc870\uce58\ub97c \ub3c4\uc785\ud588\uace0, \uae30\uc5c5\ub4e4\uc740 \uc911\ub3d9 \uc774\uc678 \uc9c0\uc5ed\uc5d0\uc11c \uc6d0\uc720\u00b7\uac00\uc2a4 \uc218\uc785\uc744 \ub298\ub838\uc9c0\ub9cc, \uc0dd\uc0b0\uc124\ube44\ub97c \uc644\uc804\ud788 \uac00\ub3d9\ud558\ub294 \ub370\ub294 \uc81c\uc57d\uc774 \ub0a8\uc544 \uc788\ub2e4.<\/p>\n

Semiconductors And Ai Drive Divergence<\/h3>\n

\uacf5\uae09 \ucc28\uc9c8\uc774 \uae38\uc5b4\uc9c0\uba74 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc774 \uc904\uace0 AI \ud22c\uc790\ub3c4 \uc704\ucd95\ub420 \uc218 \uc788\ub2e4. \ud55c\uad6d \uacbd\uc81c\uac00 \ubc18\ub3c4\uccb4\uc5d0 \ud06c\uac8c \uc758\uc874\ud558\uae30 \ub54c\ubb38\uc774\ub2e4. \ub2e4\ub9cc \uc815\ubd80 \ub300\ucc45\uc73c\ub85c \uc6d4\uac04 \ubb3c\uac00 \uc0c1\uc2b9\ub960\uc740 \uc5d0\ub108\uc9c0 \uc218\uc785 \uc758\uc874\ub3c4\uac00 \ub192\uc740 \ub2e4\ub978 \uc544\uc2dc\uc544 \uad6d\uac00\ub4e4\ubcf4\ub2e4 \ub0ae\uac8c \uc720\uc9c0\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4.<\/p>\n

\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI\u00b7\uac00\uacc4\uac00 \uad6c\ub9e4\ud558\ub294 \ub300\ud45c \ud488\ubaa9 \uac00\uaca9\uc744 \ubb36\uc5b4 \ub9cc\ub4e0 \ubb3c\uac00 \uc9c0\ud45c)\ub294 4\uc6d4\uc5d0 \uc804\uc6d4 \ub300\ube44 \ucd5c\uc18c 0.7% \uc624\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4. \uc5d0\ub108\uc9c0 \uac00\uaca9 \uc0c1\uc2b9\uacfc \u2018\uce69\ud50c\ub808\uc774\uc158(chipflation\u00b7\ubc18\ub3c4\uccb4 \ubd80\uc871\uc774\ub098 \uac00\uaca9 \uc0c1\uc2b9\uc774 \uc804\uc790\uc81c\ud488 \ub4f1 \uc804\ubc18\uc758 \uac00\uaca9\uc744 \ub04c\uc5b4\uc62c\ub9ac\ub294 \ud604\uc0c1)\u2019\uc774 \ubc30\uacbd\uc774\ub2e4. \ubb3c\uac00 \uae30\ub300(\uc55e\uc73c\ub85c \ubb3c\uac00\uac00 \uc624\ub97c \uac83\uc774\ub77c\ub294 \uc2dc\uc7a5\u00b7\uac00\uacc4\uc758 \uc608\uc0c1) \uc0c1\uc2b9\uacfc \uc5c5\uc885 \uac04 \uc131\uacfc \ucc28\uc774\ub294 \uc815\ucc45 \uc6b4\uc6a9 \ud3ed\uc744 \uc81c\ud55c\ud560 \uc218 \uc788\ub2e4.<\/p>\n

2026\ub144 \ud558\ubc18\uae30(2H26)\uc5d0\ub294 \uc131\uc7a5\ub960\uc774 \uc7a0\uc7ac\uc131\uc7a5\ub960(\ubb3c\uac00\ub97c \uc790\uadf9\ud558\uc9c0 \uc54a\uace0 \ub0bc \uc218 \uc788\ub294 \uacbd\uc81c\uc758 \uc7a5\uae30 \uc131\uc7a5 \uc18d\ub3c4)\uc744 \uc6c3\ub3cc\uace0 \ubb3c\uac00 \uae30\ub300\uac00 \uacc4\uc18d \uc624\ub97c \uacbd\uc6b0, \ud55c\uad6d\uc740\ud589\uc774 \uae30\uc900\uae08\ub9ac \uc778\uc0c1 \uc555\ub825\uc744 \ub354 \ud06c\uac8c \ubc1b\uc744 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \uae30\uc0ac\uc5d0\ub294 AI \ub3c4\uad6c\ub85c \uc791\uc131\ud558\uace0 \ud3b8\uc9d1\uc790\uac00 \uac80\ud1a0\ud588\ub2e4\uace0 \uc801\ud600 \uc788\ub2e4.<\/p>\n

1\ubd84\uae30 GDP \ud638\uc870\ub97c \ubc14\ud0d5\uc73c\ub85c \ud55c\uad6d \uacbd\uc81c\uc758 \uc5c5\uc885\ubcc4 \ud750\ub984 \ucc28\uc774\uac00 \ub69c\ub837\ud574\uc9c0\uace0 \uc788\ub2e4. \ubc18\ub3c4\uccb4 \uc218\ucd9c\uacfc AI \ud22c\uc790\uac00 \uae30\uc220 \uc5c5\uc885\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\ub2e4. \uc774\ub294 \ub2e8\uae30\uc801\uc73c\ub85c \uae30\uc220\uc8fc \ube44\uc911\uc774 \ud070 \uc9c0\uc218\ub098 \ubc18\ub3c4\uccb4 \uc885\ubaa9\uc5d0 \ub300\ud55c \ub9e4\uc218 \ud3ec\uc9c0\uc158(\uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ubca0\ud305)\uc5d0 \uae30\ud68c\uac00 \uc788\uc744 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n

Rate Pressure And Targeted Trades<\/h3>\n

\ub2e4\ub9cc \uc5d0\ub108\uc9c0 \uacf5\uae09 \ucc28\uc9c8\uc774 2\ubd84\uae30 \uc131\uc7a5\uc744 \ub454\ud654\uc2dc\ud0ac \uac00\ub2a5\uc131\uc774 \uc788\uc5b4, \uae30\uc220 \uc5c5\uc885\uc740 \uac15\ud558\uace0 \ub2e4\ub978 \uc81c\uc870\uc5c5\uc740 \uc57d\ud55c \u2018K\uc790\ud615 \ud68c\ubcf5(K-shaped recovery\u00b7\uc5c5\uc885\u00b7\uacc4\uce35\ubcc4\ub85c \ud68c\ubcf5 \uc18d\ub3c4\uac00 \uac08\ub77c\uc9c0\ub294 \ud604\uc0c1)\u2019\uc774 \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4. \uc774\ub294 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc744 \ud0a4\uc6b8 \uc218 \uc788\uc5b4, \ucf54\uc2a4\ud53c200 \uc9c0\uc218 \uc635\uc158(\ubbf8\ub9ac \uc815\ud55c \uac00\uaca9\uc73c\ub85c \uc0b4 \uad8c\ub9ac\u00b7\ud314 \uad8c\ub9ac\ub97c \uac70\ub798\ud558\ub294 \ud30c\uc0dd\uc0c1\ud488) \ub9e4\uc218\ucc98\ub7fc \ubcc0\ub3d9\uc131 \ud655\ub300\uc5d0 \ub300\uc751\ud558\ub294 \uc804\ub7b5\uc774 \uac70\ub860\ub41c\ub2e4.<\/p>\n

\ud30c\uc0dd\uc0c1\ud488 \ud22c\uc790\uc790\uc5d0\uac8c \uc911\uc694\ud55c \ubcc0\uc218\ub294 \ud55c\uad6d\uc740\ud589\uc758 \uae08\ub9ac \uc778\uc0c1 \uc555\ub825 \ud655\ub300\ub2e4. 3\uc6d4 \ubb3c\uac00\uc0c1\uc2b9\ub960\uc774 3.1%\ub85c \uc720\uc9c0\ub418\uace0 4\uc6d4 CPI\uac00 \uc804\uc6d4 \ub300\ube44 \ucd5c\uc18c 0.7% \uc624\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba74\uc11c, \ud558\ubc18\uae30 \uae08\ub9ac \uc778\uc0c1 \uae30\ub300\uac00 \ucee4\uc9c0\uace0 \uc788\ub2e4. \uc774\uc5d0 \ub530\ub77c \uad6d\ucc44\uc120\ubb3c(\uc815\ud574\uc9c4 \uc2dc\uc810\uc5d0 \uad6d\ucc44\ub97c \ud2b9\uc815 \uac00\uaca9\uc5d0 \uc0ac\uace0\ud30c\ub294 \uacc4\uc57d) \ub9e4\ub3c4, \uc989 \uae08\ub9ac \uc0c1\uc2b9(\ucc44\uad8c \uac00\uaca9 \ud558\ub77d)\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5\uc774 \uc218\uc775 \ub610\ub294 \uc704\ud5d8\ud68c\ud53c(\ud5f7\uc9c0\u00b7\uc6d0\uce58 \uc54a\ub294 \uac00\uaca9 \ubcc0\ub3d9 \uc704\ud5d8\uc744 \uc904\uc774\ub294 \uac70\ub798)\uc5d0 \ud65c\uc6a9\ub420 \uc218 \uc788\ub2e4.<\/p>\n

\ud1b5\ud654\uc2dc\uc7a5\uc5d0\uc11c\ub3c4 \uc815\ucc45 \ud750\ub984 \ucc28\uc774\uac00 \uc911\uc694\ud558\ub2e4. \ud55c\uad6d\uc740\ud589\uc774 \uc778\uc0c1 \ucabd\uc73c\ub85c \uae30\uc6b8\uace0 \ub2e4\ub978 \uc8fc\uc694 \uc911\uc559\uc740\ud589\uc774 \ub3d9\uacb0 \uae30\uc870\ub97c \uc720\uc9c0\ud558\uba74, \uc6d0\ud654(KRW)\ub294 \uac15\uc138\ub97c \ubcf4\uc77c \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \ub192\uc740 \uae08\ub9ac\ub97c \ub178\ub9b0 \uc790\uae08 \uc720\uc785\uc744 \uae30\ub300\ud558\uba70 \ub2ec\ub7ec \ub300\ube44 \uc6d0\ud654 \ub9e4\uc218 \ud3ec\uc9c0\uc158\uc774 \uac70\ub860\ub41c\ub2e4.<\/p>\n

\ub9c8\uc9c0\ub9c9\uc73c\ub85c \uc815\ubd80\uc758 \ub098\ud504\ud0c0 \uc784\uc2dc \uc218\ucd9c \uae08\uc9c0\ub294 \ub2e8\uae30 \uac70\ub798 \ubcc0\uc218\ub2e4. \ub098\ud504\ud0c0\ub97c \uc6d0\ub8cc\ub85c \uc4f0\ub294 \uc11d\uc720\ud654\ud559\u00b7\ud50c\ub77c\uc2a4\ud2f1 \uc5c5\uc885\uc5d0 \uc9c1\uc811 \uc601\ud5a5\uc744 \uc900\ub2e4. \uc6d0\uac00 \ubd80\ub2f4\uacfc \uc0dd\uc0b0 \uc870\uc815\uc73c\ub85c \uc218\uc775\uc131\uc774 \uc545\ud654\ub420 \uc218 \uc788\uc5b4, \uad00\ub828 \uae30\uc5c5\uc5d0 \ub300\ud55c \ub9e4\ub3c4(\uc57d\uc138) \ud3ec\uc9c0\uc158\uc774 \uc81c\uc2dc\ub41c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

1Q26 \ud55c\uad6d GDP 1.7%\u2191, \ubc18\ub3c4\uccb4 \uc218\ucd9c\u00b7AI \ud22c\uc790\uc5d0 ING \uc131\uc7a5\ub960 2.8% \uc0c1\ud5a5. 2Q \uc5d0\ub108\uc9c0 \ucc28\uc9c8\ub85c \ub454\ud654 \uc6b0\ub824, \ubb3c\uac00\u00b7\uae08\ub9ac \uc778\uc0c1 \uc555\ub825 \ud655\ub300\u2026\uc6d0\ud654 \uac15\uc138\u00b7\uc635\uc158\u00b7\uad6d\ucc44\uc120\ubb3c \uc804\ub7b5 \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-45411","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\/45411","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=45411"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45411\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45411"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45411"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45411"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}