{"id":45558,"date":"2026-04-27T08:23:37","date_gmt":"2026-04-27T08:23:37","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%8b%9b%ec%bc%80%ec%9d%b4225-ai-%eb%9e%a0%eb%a6%ac-%ed%99%95%ec%82%b0%ec%97%90-6%eb%a7%8c%ec%84%a0-%eb%8f%8c%ed%8c%8c\/"},"modified":"2026-04-27T08:23:37","modified_gmt":"2026-04-27T08:23:37","slug":"%eb%8b%9b%ec%bc%80%ec%9d%b4225-ai-%eb%9e%a0%eb%a6%ac-%ed%99%95%ec%82%b0%ec%97%90-6%eb%a7%8c%ec%84%a0-%eb%8f%8c%ed%8c%8c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/analysis\/%eb%8b%9b%ec%bc%80%ec%9d%b4225-ai-%eb%9e%a0%eb%a6%ac-%ed%99%95%ec%82%b0%ec%97%90-6%eb%a7%8c%ec%84%a0-%eb%8f%8c%ed%8c%8c\/","title":{"rendered":"\ub2db\ucf00\uc774225, AI \ub7a0\ub9ac \ud655\uc0b0\uc5d0 6\ub9cc\uc120 \ub3cc\ud30c"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/05\/Nikkei2-2-1024x573.webp\" alt=\"\" class=\"wp-image-48097\"\/><\/figure>\n\n\n\n<p><strong>\ud575\uc2ec \uc694\uc57d<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub2db\ucf00\uc774225\uc9c0\uc218\ub294 1.38% \uc0c1\uc2b9\ud55c 60,537.36\uc73c\ub85c \ub9c8\uac10\ud558\uba70 \ucc98\uc74c\uc73c\ub85c 60,000\uc120\uc744 \uc0c1\ud68c\ud588\ub2e4.<\/li>\n\n\n\n<li>\ud1a0\ud53d\uc2a4(Topix)\ub294 0.5% \uc624\ub978 3,735.28\uc744 \uae30\ub85d\ud588\uace0, \ub2db\ucf00\uc774225\ub294 \uc62c\ud574 \ub4e4\uc5b4 18.6% \uc0c1\uc2b9\ud588\ub2e4.<\/li>\n\n\n\n<li>\ucc28\ud2b8\uc0c1 \ub2db\ucf00\uc774225\ub294 60,259.15\ub85c 204.17\ud3ec\uc778\ud2b8(0.34%) \uc0c1\uc2b9\ud588\uc73c\uba70, 60,000\uc120\uc774 \uc2dc\uc7a5 \uc2ec\ub9ac\ub97c \uac00\ub974\ub294 \ud575\uc2ec \uae30\uc900\uc120\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\ub2e4.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<p>\uc77c\ubcf8 \ub2db\ucf00\uc774225\uc9c0\uc218\uac00 \uc2dc\uc7a5\uc774 \uc8fc\ubaa9\ud558\ub358 60,000\uc120\uc744 \uc0ac\uc0c1 \ucc98\uc74c\uc73c\ub85c \uc6c3\ub3cc\uba70 \ub9c8\uac10\ud588\ub2e4. \ub300\ud45c\uc9c0\uc218\uc778 \ub2db\ucf00\uc774225\ub294 1.38% \uc0c1\uc2b9\ud55c 60,537.36\uc73c\ub85c \uac70\ub798\ub97c \ub9c8\ucce4\uace0, \ubcf4\ub2e4 \ud3ed\ub113\uc740 \uc2dc\uc7a5\uc744 \ubc18\uc601\ud558\ub294 \ud1a0\ud53d\uc2a4(Topix)\ub294 0.5% \uc624\ub978 3,735.28\uc744 \uae30\ub85d\ud588\ub2e4. \uc774\ub85c\uc368 \ub2db\ucf00\uc774225\ub294 \uc5f0\ucd08 \uc774\ud6c4 \uc0c1\uc2b9\ub960\uc774 18.6%\ub85c \ud655\ub300\ub410\ub2e4.<\/p>\n\n\n\n<p>\uc774\ubc88 \uc0c1\uc2b9\uc740 \uc77c\ubcf8 \uc99d\uc2dc\uac00 \uc778\uacf5\uc9c0\ub2a5(AI\u00b7\uc0ac\ub78c\ucc98\ub7fc \ud559\uc2b5\u00b7\ucd94\ub860\uc744 \uc218\ud589\ud558\ub294 \ucef4\ud4e8\ud130 \uae30\uc220), \ubc18\ub3c4\uccb4, \uacf5\uc7a5 \uc790\ub3d9\ud654(Factory Automation\u00b7\uacf5\uc7a5 \uc124\ube44\ub97c \uc13c\uc11c\u00b7\uc18c\ud504\ud2b8\uc6e8\uc5b4\ub85c \uc790\ub3d9 \uc81c\uc5b4), \ub85c\ubd07 \uad00\ub828 \uc131\uc7a5 \uae30\ub300\uc5d0 \ubb34\uac8c\ub97c \uc2e3\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \ubbf8\uad6d \uc99d\uc2dc\uac00 \uc8fc\uc694 \uc9c0\uc218 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud55c \ud750\ub984\ub3c4 \ub3c4\ucfc4\uc2dc\uc7a5\uc5d0 \uc6b0\ud638\uc801\uc73c\ub85c \uc791\uc6a9\ud588\ub2e4. \uc778\ud154\uc740 \uc2e4\uc801\uc774 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3cc\uc558\ub294\ub370, \uc774\ub294 AI \uad00\ub828 \uc218\uc694 \uc99d\uac00\uac00 \ub4b7\ubc1b\uce68\ud588\ub2e4. \ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4\uc9c0\uc218(\ubbf8\uad6d \uc0c1\uc7a5 \uc8fc\uc694 \ubc18\ub3c4\uccb4 \uc885\ubaa9\uc73c\ub85c \uad6c\uc131\ub41c \uc9c0\uc218)\ub294 \uc0c1\uc2b9 \ud750\ub984\uc744 18\uac70\ub798\uc77c \uc5f0\uc18d\uc73c\ub85c \uc774\uc5b4\uac14\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">The S&amp;P 500 and Nasdaq hit record closing highs, bolstered by optimism for possible negotiations between the US and Iran to end the war and a surge in Intel shares that extended the rally in semiconductor stocks <a href=\"https:\/\/t.co\/rZ2obcfCs6\">https:\/\/t.co\/rZ2obcfCs6<\/a> <a href=\"https:\/\/t.co\/Reh06DEhai\">pic.twitter.com\/Reh06DEhai<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/twitter.com\/Reuters\/status\/2047802765242413387?ref_src=twsrc%5Etfw\">April 24, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uc774 \uc601\ud5a5\uc73c\ub85c \uc77c\ubcf8 \uae30\uc220\uc8fc\uc640 \uacf5\uc7a5 \uc790\ub3d9\ud654 \uad00\ub828 \uc885\ubaa9\uc774 \uc0c1\uc2b9\uc744 \uc8fc\ub3c4\ud588\ub2e4. \ud0a4\uc5d4\uc2a4\uc640 \ud30c\ub099\uc740 \uc7a5 \ub9c8\uac10 \ud6c4 \ubc1c\ud45c\ud55c \uc2e4\uc801\uc774 \uc608\uc0c1\ubcf4\ub2e4 \uc88b\uc558\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc624\uba70 \uc0c1\ud55c\uc120\uae4c\uc9c0 \uae09\ub4f1\ud574 \uc57d 16% \ub6f0\uc5c8\ub2e4. SMC\ub3c4 7.1% \uc0c1\uc2b9\ud588\ub294\ub370, \ud589\ub3d9\uc8fc\uc758 \ud380\ub4dc(\uae30\uc5c5 \uacbd\uc601\uc5d0 \uc801\uadf9 \uac1c\uc785\ud574 \uc8fc\uc8fc\uac00\uce58 \uc81c\uace0\ub97c \uc694\uad6c\ud558\ub294 \ud22c\uc790\uc790)\uc778 \ud314\ub9ac\uc11c \uce90\ud53c\ud138\uc774 \uc758\ubbf8 \uc788\ub294 \uaddc\ubaa8\ub85c \ud22c\uc790\ud588\ub2e4\ub294 \ubcf4\ub3c4\uac00 \uc7ac\ub8cc\uac00 \ub410\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc0c1\uc2b9\uc138\ub294 \uac15\ud558\uc9c0\ub9cc, \ud655\uc0b0\uc740 \uc81c\ud55c\uc801<\/h2>\n\n\n\n<p>\uc9c0\uc218\uc758 \uac15\ud55c \ub9c8\uac10 \uc218\uc900\uacfc \ub2ec\ub9ac, \uc2dc\uc7a5\uc758 \u2018\ud655\uc0b0(\ud3ed)\u2019 \uc9c0\ud45c\ub294 \uc2e0\uc911\ud55c \ud574\uc11d\uc744 \uc694\uad6c\ud55c\ub2e4. \ub2db\ucf00\uc774 \uad6c\uc131 \uc885\ubaa9 \uc911 \uc0c1\uc2b9 \uc885\ubaa9\uc740 94\uac1c, \ud558\ub77d \uc885\ubaa9\uc740 130\uac1c\uc600\ub2e4. \uc989, \uc2dc\uc7a5 \uc804\ubc18\uc774 \uace0\ub974\uac8c \uc624\ub978 \uac83\uc774 \uc544\ub2c8\ub77c, \uc9c0\uc218 \ube44\uc911\uc774 \ud070 \uc77c\ubd80 \ub300\ud615\uc8fc\uac00 \uc0c1\uc2b9\uc744 \ub04c\uc5b4\uc62c\ub9b0 \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n\n\n\n<p>\uc774\ub294 \ub2e4\uc74c \ud750\ub984\uc744 \uac00\ub2a0\ud558\ub294 \ub370 \uc911\uc694\ud558\ub2e4. \uc18c\uc218 \uc885\ubaa9\uc774 \uc8fc\ub3c4\ud558\ub294 \u2018\uc881\uc740 \uc0c1\uc2b9\u2019\uc740 \ub300\ud615\uc8fc\ub85c \ud574\uc678 \uc790\uae08\uc774 \uc720\uc785\ub420 \ub54c(\uae00\ub85c\ubc8c \uc790\uae08 \uc720\uc785) \ub354 \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4. \ud2b9\ud788 \ub2db\ucf00\uc774225\ub294 \uac00\uaca9\uac00\uc911\uc9c0\uc218(\uc2dc\uac00\ucd1d\uc561\uc774 \uc544\ub2c8\ub77c \uc8fc\uac00 \uc218\uc900\uc774 \ub192\uc740 \uc885\ubaa9\uc77c\uc218\ub85d \uc9c0\uc218\uc5d0 \ub354 \ud070 \uc601\ud5a5\uc744 \uc8fc\ub294 \ubc29\uc2dd)\uc5ec\uc11c \ub300\ud615\u00b7\uace0\uac00 \uc885\ubaa9\uc758 \uc601\ud5a5\ub825\uc774 \ud06c\ub2e4. \ub2e4\ub9cc \uc8fc\ub3c4\uc8fc\uac00 \ud754\ub4e4\ub9ac\uba74 \ucc28\uc775\uc2e4\ud604(\uc0c1\uc2b9\ubd84\uc744 \ud655\uc815\ud558\uae30 \uc704\ud55c \ub9e4\ub3c4)\uc774 \ube60\ub974\uac8c \ub098\uc62c \uc218 \uc788\uc5b4 \ubcc0\ub3d9\uc131 \ud655\ub300\uc5d0 \uc720\uc758\ud560 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ub85c\uc634(Rohm)\uc740 \uac1c\ubcc4 \uc885\ubaa9 \uc704\ud5d8\uc774 \uc5ec\uc804\ud788 \ud06c\ub2e4\ub294 \uc810\uc744 \ubcf4\uc5ec\uc92c\ub2e4. \ubc18\ub3c4\uccb4 \uc5c5\uccb4 \ub85c\uc634\uc740 \ub374\uc18c\uac00 \uc778\uc218 \uc81c\uc548 \ucca0\ud68c\ub97c \uac80\ud1a0 \uc911\uc774\ub77c\ub294 \uc18c\uc2dd\uc5d0 9.19% \uae09\ub77d\ud588\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Denso is set to withdraw its proposal to take over semiconductor maker Rohm, as the two sides were unable to see eye to eye on an offer, Nikkei reported <a href=\"https:\/\/t.co\/iaBSw4piDQ\">https:\/\/t.co\/iaBSw4piDQ<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2047842340434248064?ref_src=twsrc%5Etfw\">April 25, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uc8fc\ub9d0 \uc0ac\uc774 \ubcf4\ub3c4\uc5d0 \ub530\ub974\uba74 \ub374\uc18c\ub294 \uc778\uc218\u00b7\uc81c\ud734(\ud0c0\uc774\uc5c5) \uacfc\uc815\uc5d0\uc11c \ub85c\uc634\uc758 \ub3d9\uc758\ub97c \uc5bb\ub294 \ub370 \uc5b4\ub824\uc6c0\uc744 \uacaa\uc740 \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc774 \ub85c\uc634\uacfc \ub3c4\uc2dc\ubc14, \ubbf8\uc4f0\ube44\uc2dc\uc804\uae30 \uacc4\uc5f4 \ubc18\ub3c4\uccb4 \uc0ac\uc5c5\uacfc\uc758 \ud611\uc758\ub85c \uc62e\uaca8\uac08 \uc218 \uc788\ub2e4\ub294 \uad00\uce21\ub3c4 \ub098\uc628\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc774\ub780 \uc81c\uc548 \ubcf4\ub3c4\uc5d0 \uc704\ud5d8\uc790\uc0b0 \uc120\ud638 \ud68c\ubcf5<\/h2>\n\n\n\n<p>\ub2db\ucf00\uc774225\ub294 \uc7a5 \ucd08\ubc18 \ud55c\ub54c \uc57d\uc138\ub85c \ub0b4\ub824\uac14\uc9c0\ub9cc, \uc774\ub780\uc774 \uc804\uc7c1 \uc885\uc2dd\uacfc \ud638\ub974\ubb34\uc988 \ud574\ud611 \uc7ac\uac1c\ubc29\uc744 \uc704\ud55c \uc0c8 \uc81c\uc548\uc744 \ubbf8\uad6d\uc5d0 \uc804\ub2ec\ud588\ub2e4\ub294 \ubcf4\ub3c4 \uc774\ud6c4 \ubc18\ub4f1\ud588\ub2e4. \uc774 \uc81c\uc548\uc740 \ud30c\ud0a4\uc2a4\ud0c4 \uc911\uc7ac\ub97c \ud1b5\ud574 \uc804\ub2ec\ub41c \uac83\uc73c\ub85c \uc54c\ub824\uc84c\uc73c\uba70, \ud575 \ud611\uc0c1\uc740 \ub4a4\ub85c \ubbf8\ub8e8\uace0 \uc6b0\uc120 \ud574\uc0c1 \ud1b5\ub85c \uc7ac\uac1c\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd94\ub294 \ub0b4\uc6a9\uc73c\ub85c \uc804\ud574\uc84c\ub2e4.<\/p>\n\n\n\n<p>\uc774\ub294 \uc704\ud5d8\uc790\uc0b0 \uc120\ud638(\ub9ac\uc2a4\ud06c \uc628\u00b7\uc8fc\uc2dd \uac19\uc740 \uc704\ud5d8\uc790\uc0b0\uc744 \uc120\ud638\ud558\ub294 \ubd84\uc704\uae30)\ub97c \uc9c0\uc9c0\ud588\ub2e4. \ud638\ub974\ubb34\uc988 \ud574\ud611\uc740 \uc6d0\uc720 \uc6b4\uc1a1\uc758 \ud575\uc2ec \ud1b5\ub85c\ub85c, \ud1b5\uacfc\uac00 \uc6d0\ud65c\ud574\uc9c0\uba74 \uc720\uac00 \uae09\ub4f1 \uc704\ud5d8\uc774 \ub0ae\uc544\uc9c8 \uc218 \uc788\ub2e4. \uc720\uac00\uac00 \uc548\uc815\ub418\uba74 \uc77c\ubcf8\uc758 \uc218\uc785 \ubb3c\uac00 \uc555\ub825(\uc218\uc785\ud488 \uac00\uaca9 \uc0c1\uc2b9)\uc774 \uc644\ud654\ub418\uace0, \uc5d0\ub108\uc9c0\u00b7\ubb3c\ub958 \ube44\uc6a9 \ubd80\ub2f4\uc774 \uc904\uc5b4 \uc81c\uc870\uc5c5 \uccb4\uac10 \ube44\uc6a9\uc774 \ub0ae\uc544\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Japan core inflation accelerates after five months as Iran war pushes energy prices higher <a href=\"https:\/\/t.co\/M5OAqt2dIa\">https:\/\/t.co\/M5OAqt2dIa<\/a><\/p>&mdash; CNBC (@CNBC) <a href=\"https:\/\/twitter.com\/CNBC\/status\/2047460621440975222?ref_src=twsrc%5Etfw\">April 23, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\ub2e4\ub9cc \uae34\uc7a5\uc774 \uc644\uc804\ud788 \ud574\uc18c\ub41c \uac83\uc740 \uc544\ub2c8\ub2e4. 2\uac1c\uc6d4\uac04 \uc774\uc5b4\uc9c4 \ubd84\uc7c1\uc744 \ub9c8\ubb34\ub9ac\ud558\uae30 \uc704\ud55c \ub17c\uc758\uac00 \uc8fc\ub9d0 \uc0ac\uc774 \uc9c4\uc804\uc744 \ubcf4\uc9c0 \ubabb\ud588\uace0, \uc720\uac00 \uc0c1\uc2b9\uc740 \uc5ec\uc804\ud788 \uc790\uc6d0 \uc218\uc785 \uc758\uc874\ub3c4\uac00 \ub192\uc740 \uc77c\ubcf8 \uacbd\uc81c\uc5d0 \ubd80\ub2f4\uc774\ub2e4. \uc911\ub3d9 \ub9ac\uc2a4\ud06c, \uacf5\uae09\ub9dd \ubd88\uc548(\ubd80\ud488\u00b7\uc6d0\uc790\uc7ac \uc870\ub2ec \ucc28\uc9c8), \uc5d0\ub108\uc9c0 \uac00\uaca9 \uc0c1\uc2b9 \uc555\ub825\uc774 \ub0a8\uc544 \uc788\ub294 \uac00\uc6b4\ub370, \uc77c\ubd80 \uae30\uc5c5\uc758 \ucd08\uae30 \uc2e4\uc801\uc740 \uc6b0\ub824\ubcf4\ub2e4 \uacac\uc870\ud558\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc77c\ubcf8\uc740\ud589(BOJ) \ub9ac\uc2a4\ud06c\ub3c4 \uc5ec\uc804<\/h2>\n\n\n\n<p>\uc77c\ubcf8\uc740\ud589(BOJ\u00b7\uc77c\ubcf8 \uc911\uc559\uc740\ud589) \ubcc0\uc218\ub3c4 \ub0a8\uc544 \uc788\ub2e4. BOJ\ub294 4\uc6d4 27~28\uc77c \ud68c\uc758\uc5d0\uc11c \uae08\ub9ac\ub97c \ub3d9\uacb0\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4\ub294 \uad00\uce21\uc774 \uc6b0\uc138\ud558\ub2e4. \uc911\ub3d9 \ubd84\uc7c1\uc73c\ub85c \uacbd\uae30\u00b7\ubb3c\uac00 \uc804\ub9dd\uc758 \ubd88\ud655\uc2e4\uc131\uc774 \ucee4\uc84c\ub2e4\ub294 \uc774\uc720\uc5d0\uc11c\ub2e4. \ud604\uc7ac \uc815\ucc45\uae08\ub9ac\ub294 0.75%\uc774\uba70, \uc2dc\uc7a5\uc5d0\uc11c\ub294 4\uc6d4 \uc778\uc0c1 \uac00\ub2a5\uc131\uc744 \uc0ac\uc2e4\uc0c1 \ub0ae\uac8c \ubcf4\uace0 \uc788\ub2e4. \ub2e4\ub9cc \uc774\ub974\uba74 6\uc6d4\uc5d0 \uc6c0\uc9c1\uc77c \uc218 \uc788\ub2e4\ub294 \uc2e0\ud638\ub97c \ucc3e\ub294 \ubd84\uc704\uae30\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">The Bank of Japan is widely expected to keep interest rates unchanged on Tuesday, setting up a communication challenge for Governor Kazuo Ueda as the foundering yen hovers near levels that have prompted past interventions <a href=\"https:\/\/t.co\/ug5eYKrYYI\">https:\/\/t.co\/ug5eYKrYYI<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2048550848700047452?ref_src=twsrc%5Etfw\">April 26, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uc774\ub294 \uc8fc\uc2dd\uc2dc\uc7a5\uc5d0 \uc5c7\uac08\ub9b0 \uc601\ud5a5\uc744 \uc900\ub2e4. BOJ\uac00 \uc2e0\uc911\ud558\uba74 \uc720\ub3d9\uc131(\uc2dc\uc7a5\uc5d0 \ub3c4\ub294 \ub3c8)\uc758 \uc5ec\uac74\uc774 \uc644\ud654\uc801\uc73c\ub85c \uc720\uc9c0\ub3fc \uc8fc\uc2dd\uc5d0 \uc6b0\ud638\uc801\uc77c \uc218 \uc788\ub2e4. \ubc18\uba74 \uc5d4\ud654 \uc57d\uc138\ub294 \uc218\uc785 \ube44\uc6a9\uc744 \ub04c\uc5b4\uc62c\ub9b4 \uc218 \uc788\uace0, \ud2b9\ud788 \uc720\uac00\uac00 \ub192\uc740 \uc0c1\ud0dc\ub77c\uba74 \ubd80\ub2f4\uc774 \ucee4\uc9c4\ub2e4. \ube44\uc6a9\uc744 \uac00\uaca9\uc5d0 \uc804\uac00\ud558\uae30 \uc5b4\ub824\uc6b4 \uae30\uc5c5\uc740 \uc774\uc775\ub960(\ub9c8\uc9c4) \uc555\ubc15\uc744 \ubc1b\uc744 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ud604\uc7ac\ub85c\uc11c\ub294 \uc2e4\uc801 \uac1c\uc120 \uae30\ub300\uc640 AI \uc218\uc694\uac00 \ub9e4\uc218\uc138\ub97c \uc9c0\uc9c0\ud558\uace0 \uc788\ub2e4. \ub2e4\ub9cc BOJ\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ub9e4\ud30c\uc801(\ubb3c\uac00 \uc5b5\uc81c\ub97c \uc704\ud574 \uae08\ub9ac \uc778\uc0c1\uc5d0 \uc801\uadf9\uc801\uc778 \uc131\ud5a5) \uc2e0\ud638\ub97c \ub0b4\uac70\ub098, \uc720\uac00\uac00 \ub2e4\uc2dc \uae09\ub4f1\ud558\uac70\ub098, \uc5d4\ud654\uac00 \uac15\uc138\ub85c \uc804\ud658\ud558\uba74 \uac00\ud30c\ub978 \uc0c1\uc2b9 \uc774\ud6c4 \uc870\uc815\uc774 \ube60\ub974\uac8c \ub098\ud0c0\ub0a0 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uae30\uc220\uc801 \ubd84\uc11d<\/h2>\n\n\n\n<p>\ub2db\ucf00\uc774225\ub294 <strong>60,259<\/strong> \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub418\uba70, 3\uc6d4 \uc800\uc810 \uc774\ud6c4 \ud68c\ubcf5 \ud750\ub984\uc744 \uc774\uc5b4\uac00\uace0 \uc788\ub2e4. \uac00\uaca9 \ud750\ub984\uc740 \uc800\uc810\uc774 \uc810\ucc28 \ub192\uc544\uc9c0\ub294 \uad6c\uc870(\u2018\uace0\uc810\u00b7\uc800\uc810\uc774 \ud568\uaed8 \ub192\uc544\uc9c0\ub294 \uc0c1\uc2b9 \ucd94\uc138\u2019)\uac00 \ub69c\ub837\ud574 \ub9e4\uc218 \uc6b0\uc704\uac00 \uc720\uc9c0\ub418\ub294 \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n\n\n\n<p>\uae30\uc220\uc801 \uad00\uc810\uc5d0\uc11c \ub2e8\uae30 \ubc29\ud5a5\uc131\uc740 <strong>\uc0c1\uc2b9 \uc6b0\uc704<\/strong>\ub2e4. \uc9c0\uc218\ub294 \uc8fc\uc694 \uc774\ub3d9\ud3c9\uade0\uc120 \uc704\uc5d0 \uc788\ub2e4. 5\uc77c \uc774\ub3d9\ud3c9\uade0\uc120(\ucd5c\uadfc 5\uac70\ub798\uc77c \ud3c9\uade0 \uac00\uaca9, <strong>59,548<\/strong>)\uacfc 10\uc77c \uc774\ub3d9\ud3c9\uade0\uc120(\ucd5c\uadfc 10\uac70\ub798\uc77c \ud3c9\uade0, <strong>59,324<\/strong>)\uc740 \uc0c1\uc2b9\ud558\uba70 \ub2f9\uc7a5\uc758 \uc9c0\uc9c0\uc120 \uc5ed\ud560\uc744 \ud55c\ub2e4. 20\uc77c \uc774\ub3d9\ud3c9\uade0\uc120(\ucd5c\uadfc 20\uac70\ub798\uc77c \ud3c9\uade0, <strong>57,151<\/strong>)\uc740 \ub354 \uc544\ub798\uc5d0\uc11c \uc6b0\uc0c1\ud5a5\ud558\uba70 \uc0c1\uc2b9 \ucd94\uc138\uc758 \ud798\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/05\/image-31-1024x456.jpg\" alt=\"\" class=\"wp-image-48753\"\/><\/figure>\n\n\n\n<p>\uc8fc\uc694 \uad6c\uac04:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc9c0\uc9c0\uc120(\ud558\ub77d \uc2dc \ubc29\uc5b4\uc120):<\/strong> 59,500 \u2192 59,300 \u2192 57,150<\/li>\n\n\n\n<li><strong>\uc800\ud56d\uc120(\uc0c1\uc2b9 \uc2dc \uac78\ub9bc):<\/strong> 60,900 \u2192 61,900 \u2192 63,000<\/li>\n<\/ul>\n\n\n\n<p>\uc9c0\uc218\ub294 \ud604\uc7ac <strong>60,900 \uc800\ud56d \uad6c\uac04<\/strong>\uc744 \uc2dc\ud5d8 \uc911\uc774\ub2e4. \uc774 \uad6c\uac04\uc740 \ucd5c\uadfc \uace0\uc810\uacfc \ub9de\ubb3c\ub9ac\ub294 \ud575\uc2ec \ub3cc\ud30c(\ube0c\ub808\uc774\ud06c\uc544\uc6c3\u00b7\uc800\ud56d\uc744 \ub6ab\uace0 \uc62c\ub77c\uc11c\ub294 \ud750\ub984) \uad6c\uac04\uc774\ub2e4. \uc774 \uad6c\uac04\uc744 \ub69c\ub837\ud558\uac8c \uc0c1\ud5a5 \ub3cc\ud30c\ud558\uba74 <strong>61,900<\/strong>\uc120\uae4c\uc9c0 \ucd94\uac00 \uc0c1\uc2b9 \uc5ec\uc9c0\uac00 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ud558\ub77d \uce21\uba74\uc5d0\uc11c\ub294 <strong>59,500<\/strong>\uc774 \ub2f9\uc7a5\uc758 \uc9c0\uc9c0\uc120\uc774\ub2e4. \uc774 \uad6c\uac04\uc774 \ubb34\ub108\uc9c0\uba74 \ub2e8\uae30 \uc870\uc815(\ud480\ubc31\u00b7\uc0c1\uc2b9 \ud6c4 \ub418\ub3cc\ub9bc)\uc774 <strong>59,300<\/strong>\uae4c\uc9c0 \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4. \ub2e4\ub9cc \uac00\uaca9\uc774 \uc0c1\uc2b9 \uc911\uc778 <strong>20\uc77c \uc774\ub3d9\ud3c9\uade0\uc120<\/strong> \uc704\uc5d0 \uba38\ubb34\ub294 \ud55c, \ud070 \ucd94\uc138 \ud6fc\uc190\ubcf4\ub2e4\ub294 \ub2e8\uae30 \uc870\uc815\uc5d0 \uadf8\uce60 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4.<\/p>\n\n\n\n<p>\uc885\ud569\ud558\uba74 \ub2db\ucf00\uc774225\ub294 <strong>\uc0c1\uc2b9 \ucd94\uc138\uc640 \ubaa8\uba58\ud140(\uc0c1\uc2b9 \ud0c4\ub825)<\/strong>\uc744 \uc720\uc9c0\ud55c \ucc44 \uc911\uc694\ud55c \uc800\ud56d \uad6c\uac04\uc5d0 \uc811\uadfc\ud558\uace0 \uc788\ub2e4. \ub2e8\uae30\uc801\uc73c\ub85c\ub294 <strong>60,900<\/strong>\uc744 \ub3cc\ud30c\ud574 \uc0c1\uc2b9 \ud750\ub984\uc744 \ud655\uc778\ud560\uc9c0, \uc544\ub2c8\uba74 \ucd5c\uadfc \uae09\ub4f1 \uc774\ud6c4 \ud6a1\ubcf4\u00b7\uc870\uc815(\ucf58\uc194\ub9ac\ub370\uc774\uc158\u00b7\uac00\uaca9\uc774 \uc881\uc740 \ubc94\uc704\uc5d0\uc11c \uc6c0\uc9c1\uc774\uba70 \uc5d0\ub108\uc9c0\ub97c \ucd95\uc801)\uc774 \ub098\ud0c0\ub0a0\uc9c0\uc5d0 \uad00\uc2ec\uc774 \uc3e0\ub9b0\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ubcf4\uc218\uc801 \uc804\ub9dd<\/h2>\n\n\n\n<p>\ub2db\ucf00\uc774225\uac00 60,000\uc120\uacfc 59,548.84~59,324.15(\uc774\ub3d9\ud3c9\uade0\uc120 \uad6c\uac04\u00b7\ub2e8\uae30 \uc9c0\uc9c0\ub300) \uc704\ub97c \uc720\uc9c0\ud558\ub294 \ud55c \ub2e8\uae30 \ud750\ub984\uc740 \uc6b0\ud638\uc801\uc774\ub2e4. \uc77c\ubcf8 \uacf5\uc7a5 \uc790\ub3d9\ud654 \uad00\ub828 \uae30\uc5c5\uc758 \uc2e4\uc801 \uac1c\uc120\uacfc AI \uc218\uc694\uac00 \uc870\uc815 \uc2dc \ub9e4\uc218 \uc720\uc785\uc744 \ub4b7\ubc1b\uce68\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>60,909.15\ub97c \uc0c1\ud5a5 \ub3cc\ud30c\ud558\uba74 61,910.66 \uc2dc\ud5d8 \uac00\ub2a5\uc131\uc774 \ucee4\uc9c4\ub2e4. \ubc18\ub300\ub85c 60,000\uc120\uc744 \uc9c0\ud0a4\uc9c0 \ubabb\ud558\uba74 \uc5f0\ucd08 \uc774\ud6c4 18.6% \uc0c1\uc2b9\ubd84\uc5d0 \ub300\ud55c \ucc28\uc775\uc2e4\ud604\uc774 \ubcf8\uaca9\ud654\ub410\ub2e4\ub294 \uacbd\uace0 \uc2e0\ud638\uac00 \ub420 \uc218 \uc788\ub2e4. 59,324.15 \uc544\ub798\ub85c \ub354 \ubc00\ub9ac\uba74 58,347.99\uc640 57,151.24 \uad6c\uac04\uc774 \ub2e4\uc2dc \uc911\uc694\ud574\uc9c8 \uc218 \uc788\uc73c\uba70, \uc911\ub3d9 \ud611\uc0c1\uc774 \uad50\ucc29\ub418\uac70\ub098 BOJ\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ub35c \uc644\ud654\uc801(\uc778\ub0b4\uc2ec\uc774 \uc801\uc740) \ud0dc\ub3c4\ub97c \ubcf4\uc77c \uacbd\uc6b0 \ud558\ub77d \uc555\ub825\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>\ud2b8\ub808\uc774\ub354 Q&amp;A<\/strong><\/summary>\n<p><strong>\ub2db\ucf00\uc774225\uac00 60,000\uc744 \ub118\uc740 \uc774\uc720\ub294?<\/strong><\/p>\n\n\n\n<p>\uc911\ub3d9 \ubd84\uc7c1 \uc6b0\ub824\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uae30\uc5c5 \uc2e4\uc801\uc5d0 \ub300\ud55c \uae30\ub300\uac00 \ub354 \ud06c\uac8c \uc791\uc6a9\ud558\uba74\uc11c \ub2db\ucf00\uc774225\uac00 \ucc98\uc74c\uc73c\ub85c 60,000\uc120\uc744 \uc0c1\ud68c\ud588\ub2e4.<\/p>\n\n\n\n<p>\ub2db\ucf00\uc774225\ub294 1.38% \uc0c1\uc2b9\ud55c 60,537.36\uc73c\ub85c \ub9c8\uac10\ud588\uace0, \ud1a0\ud53d\uc2a4\ub294 0.5% \uc624\ub978 3,735.28\uc744 \uae30\ub85d\ud588\ub2e4.<\/p>\n\n\n\n<p><strong>\uc62c\ud574 \ub2db\ucf00\uc774225 \uc0c1\uc2b9\ub960\uc740?<\/strong><\/p>\n\n\n\n<p>\ub2db\ucf00\uc774225\ub294 \uc62c\ud574 \ub4e4\uc5b4 18.6% \uc0c1\uc2b9\ud588\ub2e4.<\/p>\n\n\n\n<p>AI, \ubc18\ub3c4\uccb4, \uacf5\uc7a5 \uc790\ub3d9\ud654, \ub85c\ubd07 \uad00\ub828 \uc885\ubaa9\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc0c1\uc2b9\uc744 \uc774\ub04c\uc5c8\uace0, \ubbf8\uad6d \uc99d\uc2dc \uac15\uc138\uc640 \uc77c\ubcf8 \uc8fc\uc694 \uae30\uc5c5\uc758 \uc591\ud638\ud55c \uc2e4\uc801\ub3c4 \ud798\uc744 \ubcf4\ud0f0\ub2e4.<\/p>\n\n\n\n<p><strong>\uc5b4\ub5a4 \uc885\ubaa9\uc774 \uc9c0\uc218\ub97c \ub04c\uc5b4\uc62c\ub838\ub098?<\/strong><\/p>\n\n\n\n<p>\ud0a4\uc5d4\uc2a4\uc640 \ud30c\ub099\uc774 \uc2e4\uc801 \ud638\uc870\ub85c \uc0c1\uc2b9\uc744 \uc8fc\ub3c4\ud588\ub2e4.<\/p>\n\n\n\n<p>\uacf5\uc7a5 \uc790\ub3d9\ud654 \uc5c5\uccb4 \ud0a4\uc5d4\uc2a4\uc640 \uc0b0\uc5c5\uc6a9 \ub85c\ubd07 \uc5c5\uccb4 \ud30c\ub099\uc758 \uc8fc\uac00\ub294 \uc0c1\ud55c\uc120\uae4c\uc9c0 \uae09\ub4f1\ud574 \uc57d 16% \ub6f0\uc5c8\ub2e4. SMC\ub3c4 \ud589\ub3d9\uc8fc\uc758 \ud380\ub4dc \ud314\ub9ac\uc11c \uce90\ud53c\ud138\uc758 \ud22c\uc790 \uc18c\uc2dd\uc73c\ub85c 7.1% \uc0c1\uc2b9\ud588\ub2e4.<\/p>\n\n\n\n<p><strong>AI \uad00\ub828\uc8fc\uac00 \uc77c\ubcf8 \uc99d\uc2dc\uc5d0 \ud798\uc744 \uc2e4\uc740 \ubc30\uacbd\uc740?<\/strong><\/p>\n\n\n\n<p>\uc778\ud154\uc774 AI \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 \uc2e4\uc801\uc774 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3cc\uba74\uc11c AI \uad00\ub828 \ud22c\uc790 \uc2ec\ub9ac\uac00 \uc0b4\uc544\ub0ac\ub2e4.<\/p>\n\n\n\n<p>\ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4\uc9c0\uc218\ub3c4 18\uac70\ub798\uc77c \uc5f0\uc18d \uc0c1\uc2b9 \ud750\ub984\uc744 \uc774\uc5b4\uac00\uba70 \uc77c\ubcf8\uc758 \ubc18\ub3c4\uccb4\u00b7\ub85c\ubd07\u00b7\uacf5\uc7a5 \uc790\ub3d9\ud654 \uad00\ub828\uc8fc \uc804\ubc18\uc758 \ud22c\uc790 \uc2ec\ub9ac\ub97c \ub04c\uc5b4\uc62c\ub838\ub2e4.<\/p>\n\n\n\n<p><strong>\uc911\ub3d9 \ub274\uc2a4\ub294 \ub2db\ucf00\uc774\uc5d0 \uc5b4\ub5a4 \uc601\ud5a5\uc744 \uc92c\ub098?<\/strong><\/p>\n\n\n\n<p>\ub2db\ucf00\uc774\ub294 \uc7a5 \ucd08\ubc18 \uc57d\uc138\ub85c \ub0b4\ub824\uac14\uc9c0\ub9cc, \uc774\ub780\uc774 \uc804\uc7c1 \uc885\uc2dd\uc744 \uc704\ud55c \uc0c8 \uc81c\uc548\uc744 \uc804\ub2ec\ud588\ub2e4\ub294 \ubcf4\ub3c4 \uc774\ud6c4 \ubc18\ub4f1\ud588\ub2e4.<\/p>\n\n\n\n<p>\uc774 \uc18c\uc2dd\uc740 \ud638\ub974\ubb34\uc988 \ud574\ud611 \uad00\ub828 \uc6b0\ub824\ub97c \uc644\ud654\ud558\uba70 \uc704\ud5d8\uc790\uc0b0 \uc120\ud638\ub97c \uc9c0\uc9c0\ud588\ub2e4. \uc2dc\uc7a5\uc740 \uc774\ub97c \uc6d0\uc720 \uacf5\uae09 \ucc28\uc9c8 \uc704\ud5d8\uc744 \ub0ae\ucd9c \uc218 \uc788\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ud588\ub2e4.<\/p>\n<\/details>\n\n<p>\n\n<p><strong>\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 &#8211; VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694 <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>\ub2db\ucf00\uc774, \uc0ac\uc0c1 \uccab 6\ub9cc \ub3cc\ud30c\u2026AI\u00b7\ubc18\ub3c4\uccb4\u00b7\uacf5\uc7a5\uc790\ub3d9\ud654 \ub300\ud615\uc8fc\uac00 \ub7a0\ub9ac \uacac\uc778. \ub2e4\ub9cc \uc0c1\uc2b9 \uc885\ubaa9 94\uac1c\uc5d0 \uadf8\uccd0 \ud655\uc0b0\uc740 \uc81c\ud55c\uc801, BOJ\u00b7\uc720\uac00 \ubcc0\uc218\uc5d0 \ubcc0\ub3d9\uc131 \uacbd\uacc4.<\/p>\n","protected":false},"author":87,"featured_media":45557,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-45558","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45558","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=45558"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45558\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/45557"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45558"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45558"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45558"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}