{"id":45604,"date":"2026-04-27T19:52:04","date_gmt":"2026-04-27T19:52:04","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%a3%bc%ec%9a%94-%eb%b9%85%ed%85%8c%ed%81%ac-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c%eb%a5%bc-%ec%95%9e%eb%91%90%ea%b3%a0ai-%ec%a3%bc%eb%8f%84-%eb%9e%a0%eb%a6%ac-%ec%8b%9c%ec%9e%a5-%ec%82%ac\/"},"modified":"2026-04-27T19:52:04","modified_gmt":"2026-04-27T19:52:04","slug":"%ec%a3%bc%ec%9a%94-%eb%b9%85%ed%85%8c%ed%81%ac-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c%eb%a5%bc-%ec%95%9e%eb%91%90%ea%b3%a0ai-%ec%a3%bc%eb%8f%84-%eb%9e%a0%eb%a6%ac-%ec%8b%9c%ec%9e%a5-%ec%82%ac","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%a3%bc%ec%9a%94-%eb%b9%85%ed%85%8c%ed%81%ac-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c%eb%a5%bc-%ec%95%9e%eb%91%90%ea%b3%a0ai-%ec%a3%bc%eb%8f%84-%eb%9e%a0%eb%a6%ac-%ec%8b%9c%ec%9e%a5-%ec%82%ac\/","title":{"rendered":"\uc8fc\uc694 \ube45\ud14c\ud06c \uc2e4\uc801 \ubc1c\ud45c\ub97c \uc55e\ub450\uace0\u2026AI \uc8fc\ub3c4 \ub7a0\ub9ac, \uc2dc\uc7a5 \uc0ac\uc0c1 \ucd5c\uace0\uce58 \uc7ac\uacbd\uc2e0 \uc18d \uc2dc\ud5d8\ub300\uc5d0"},"content":{"rendered":"

S&P500\uc9c0\uc218\ub294 3\uc6d4 \ub9d0 \uae09\ub77d \uc774\ud6c4 \uae30\uc220\uc8fc\uc640 \uc778\uacf5\uc9c0\ub2a5(AI) \uad00\ub828 \uc885\ubaa9\uc774 \uc8fc\ub3c4\ud558\uba70 \ubc18\ub4f1\ud588\ub2e4. \uc774\ubc88 \uc8fc \u2018\ub9e4\uadf8\ub2c8\ud53c\uc13c\ud2b8 7\u2019(\ubbf8\uad6d \ucd08\ub300\ud615 \uae30\uc220\uc8fc 7\uc885\ubaa9) \uac00\uc6b4\ub370 5\uac1c \uae30\uc5c5\uc774 \uc57d 48\uc2dc\uac04 \uc548\uc5d0 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud55c\ub2e4. \uc218\uc694\uc77c(\ud604\uc9c0\uc2dc\uac04) \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \uc54c\ud30c\ubcb3, \uc544\ub9c8\uc874, \uba54\ud0c0\uac00 \uba3c\uc800 \ubc1c\ud45c\ud558\uace0, \ubaa9\uc694\uc77c\uc5d0\ub294 \uc560\ud50c\uc774 \ub4a4\ub97c \uc787\ub294\ub2e4.<\/p>\n

\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub294 \uc560\uc800(Azure\u00b7\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc758 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4) \uc2e4\uc801\uacfc AI \uc218\uc694\uac00 \ud074\ub77c\uc6b0\ub4dc \uc131\uc7a5(\ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \ub9e4\ucd9c \ud655\ub300)\uc744 \ub4b7\ubc1b\uce68\ud558\ub294\uc9c0\uac00 \ud575\uc2ec\uc774\ub2e4. \ub2e4\ub9cc \ud22c\uc790 \ud655\ub300(\uc9c0\ucd9c \uc99d\uac00)\uac00 \uc218\uc775\uc131(\ub9c8\uc9c4\u00b7\ub0a8\ub294 \uc774\uc775 \ube44\uc728)\uc5d0 \ubd80\ub2f4\uc744 \uc904 \uc218 \uc788\ub2e4. \ucd5c\uc2e0 \uc218\uce58: \ub9e4\ucd9c 812\uc5b57000\ub9cc\ub2ec\ub7ec(\uc804\ub144 \ub300\ube44 +16.72%), \ub9e4\ucd9c\ucd1d\uc774\uc775 553\uc5b5\ub2ec\ub7ec(+15.60%), \uc601\uc5c5\uc774\uc775 382\uc5b57000\ub9cc\ub2ec\ub7ec(+20.92%). \uc8fc\uc694 \uac00\uaca9 \uad6c\uac04\uc740 \uc9c0\uc9c0\uc120 408~413\ub2ec\ub7ec, \uc800\ud56d\uc120 435.75\ub2ec\ub7ec\ub2e4.<\/p>\n

Key Earnings Focus And Levels<\/h3>\n

\uc54c\ud30c\ubcb3\uc740 \uac80\uc0c9 \uad11\uace0, \ud074\ub77c\uc6b0\ub4dc, AI \ube44\uc6a9(\ud22c\uc790)\uc774 \ud3c9\uac00 \ud3ec\uc778\ud2b8\ub2e4. \ucd5c\uc2e0 \uc218\uce58: \ub9e4\ucd9c 1140\uc5b5\ub2ec\ub7ec(+18.19%), \ub9e4\ucd9c\ucd1d\uc774\uc775 682\uc5b53000\ub9cc\ub2ec\ub7ec(+22.20%), \uc601\uc5c5\uc774\uc775 361\uc5b5\ub2ec\ub7ec(+16.64%). \uc800\ud56d\uc120\uc740 338.59~350.15\ub2ec\ub7ec, \uc9c0\uc9c0\uc120\uc740 313.92~314.96\ub2ec\ub7ec\ub85c \uc81c\uc2dc\ub41c\ub2e4.<\/p>\n

\uc544\ub9c8\uc874\uc740 AWS(Amazon Web Services\u00b7\uc544\ub9c8\uc874\uc758 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4)\uac00 \ud575\uc2ec\uc774\ub2e4. \uc774\ub294 AI \uc778\ud504\ub77c(\uc11c\ubc84\u00b7\ub370\uc774\ud130\uc13c\ud130 \ub4f1 AI\ub97c \ub3cc\ub9ac\uae30 \uc704\ud55c \uae30\ubc18 \uc2dc\uc124) \uc218\uc694\ub97c \uac00\ub2a0\ud558\ub294 \uc9c0\ud45c\ub85c \uc5ec\uaca8\uc9c4\ub2e4. \ucd5c\uc2e0 \uc218\uce58: \ub9e4\ucd9c 2133\uc5b59000\ub9cc\ub2ec\ub7ec(+13.63%), \ub9e4\ucd9c\ucd1d\uc774\uc775 1034\uc5b53000\ub9cc\ub2ec\ub7ec(+16.34%), \uc601\uc5c5\uc774\uc775 262\uc5b53000\ub9cc\ub2ec\ub7ec(+22.71%). \uc9c0\uc9c0\uc120\uc740 252.90~258.60\ub2ec\ub7ec\ub2e4.<\/p>\n

\uba54\ud0c0\ub294 AI \ud22c\uc790 \ud655\ub300\uac00 \uad11\uace0 \uc131\uacfc(\uad11\uace0 \ud6a8\uc728\u00b7\uad11\uace0 \ub9e4\ucd9c)\ub85c \uc5f0\uacb0\ub418\ub294\uc9c0\uc5d0 \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc774 \uc3e0\ub9b0\ub2e4. \ucd5c\uc2e0 \uc218\uce58: \ub9e4\ucd9c 598\uc5b59000\ub9cc\ub2ec\ub7ec(+23.78%), \ub9e4\ucd9c\ucd1d\uc774\uc775 489\uc5b59000\ub9cc\ub2ec\ub7ec(+23.85%), \uc601\uc5c5\uc774\uc775 247\uc5b55000\ub9cc\ub2ec\ub7ec(+5.48%). \uc800\ud56d\uc120\uc740 720.82\ub2ec\ub7ec \ubd80\uadfc\uacfc 736~740\ub2ec\ub7ec \uad6c\uac04\uc774\ub2e4.<\/p>\n

\uc560\ud50c\uc740 \uc544\uc774\ud3f0 \uc218\uc694, \uc11c\ube44\uc2a4 \ubd80\ubb38 \uc131\uc7a5, \uc911\uad6d \ub9e4\ucd9c, AI \uc804\ub7b5\uc774 \ucd08\uc810\uc774\ub2e4. \ucd5c\uc2e0 \uc218\uce58: \ub9e4\ucd9c 1437\uc5b56000\ub9cc\ub2ec\ub7ec(+15.65%), \ub9e4\ucd9c\ucd1d\uc774\uc775 692\uc5b53000\ub9cc\ub2ec\ub7ec(+18.80%), \uc601\uc5c5\uc774\uc775 508\uc5b55000\ub9cc\ub2ec\ub7ec(+18.72%). \uc800\ud56d\uc120\uc740 271.70~280.90\ub2ec\ub7ec\ub2e4.<\/p>\n

How Traders May Position Into Earnings<\/h3>\n

\ud604\uc7ac \uc2dc\uc7a5\uc740 \ub354 \uae34\uc7a5\ub41c \ubd84\uc704\uae30\ub2e4. 2026\ub144 3\uc6d4 PCE \ubb3c\uac00\uc9c0\ud45c(\uac1c\uc778\uc18c\ube44\uc9c0\ucd9c \ubb3c\uac00\u00b7\ubbf8 \uc5f0\uc900\uc774 \uc911\uc2dc\ud558\ub294 \ubb3c\uac00 \uc9c0\ud45c)\uac00 2.7%\ub85c \uc644\ub9cc\ud788 \ub0b4\ub824\uc624\uc9c0 \uc54a\uc73c\uba74\uc11c, \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\ubbf8 \uc911\uc559\uc740\ud589)\uac00 \uae08\ub9ac \uc778\ud558 \uc2e0\ud638\ub97c \uc8fc\uae30 \uc5b4\ub824\uc6b4 \uc0c1\ud669\uc774\ub2e4. \uc2e4\uc5c5\ub960\ub3c4 3.8%\ub85c \uacac\uc870\ud574 \uc2dc\uc7a5\uc740 \u2018\uace0\uae08\ub9ac \uc7a5\uae30\ud654\u2019(\ub192\uc740 \uae08\ub9ac\uac00 \uc624\ub798 \uc9c0\uc18d\ub418\ub294) \uac00\ub2a5\uc131\uc744 \ubc18\uc601\ud558\uace0 \uc788\ub2e4. \uc774 \ub54c\ubb38\uc5d0 \uc774\ubc88 \uc2e4\uc801\uc740 \uc8fc\uac00 \uc218\uc900(\ubc38\ub958\uc5d0\uc774\uc158\u00b7\ud604\uc7ac \uc8fc\uac00\uac00 \uc2e4\uc801 \ub300\ube44 \ube44\uc2fc\uc9c0\/\uc2fc\uc9c0 \ud3c9\uac00)\uc744 \uc815\ub2f9\ud654\ud558\ub294 \ub370 \uc911\uc694\ud574\uc84c\ub2e4.<\/p>\n

\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub294 \uc560\uc800 \uc131\uc7a5\uc138\uac00 \uad00\uac74\uc774\uba70, \uc774\ub294 \uae30\uc5c5\ub4e4\uc758 AI \uc9c0\ucd9c\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c1\uc811 \uc9c0\ud45c\ub85c \ubc1b\uc544\ub4e4\uc5ec\uc9c4\ub2e4. \uc8fc\uac00\uac00 \ubc15\uc2a4\uad8c(\uc77c\uc815 \ubc94\uc704\uc5d0\uc11c \ud6a1\ubcf4)\uc774\ub77c\uba74 \uc2a4\ud2b8\ub798\ub4e4\/\uc2a4\ud2b8\ub7ad\uae00(\uc635\uc158 \uc804\ub7b5: \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ud568\uaed8 \ub9e4\uc218\ud574 \ubc29\ud5a5\uacfc \ubb34\uad00\ud558\uac8c \ud070 \ubcc0\ub3d9\uc744 \ub178\ub9bc)\uc774 \uc2e4\uc801 \uc774\ud6c4 \ud070 \ubcc0\ub3d9\uc5d0 \ub300\uc751\ud558\ub294 \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n

\uc54c\ud30c\ubcb3\uc740 AI\uac00 \uac80\uc0c9 \uc0ac\uc5c5\uc744 \uc7a0\uc2dd\ud560 \uc218 \uc788\ub2e4\ub294 \uc6b0\ub824\uac00 \uacfc\ub3c4\ud588\ub358 \uac83\uc73c\ub85c \ud3c9\uac00\ub418\uc9c0\ub9cc, AI \uc9c0\ucd9c\uc740 \uc218\uc775\uc131\uc5d0 \ubd80\ub2f4\uc774 \ub420 \uc218 \uc788\ub2e4. \uc8fc\uac00\uac00 \uc81c\ud55c\ub41c \ubc94\uc704\uc5d0\uc11c \uc6c0\uc9c1\uc774\uba74\uc11c \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc2dc\uc7a5 \uc608\uc0c1 \ubcc0\ub3d9\ud3ed)\uc774 \ub0ae\uc544\uc9c4 \uc0c1\ud669\uc774\ub77c\uba74, \uc678\uac00\uaca9 \ud48b\uc635\uc158 \ub9e4\ub3c4(\ud604\uc7ac \uc8fc\uac00\ubcf4\ub2e4 \ub0ae\uc740 \ud589\uc0ac\uac00\uaca9\uc758 \ud48b\uc744 \ud314\uc544 \ud504\ub9ac\ubbf8\uc5c4 \uc218\ucde8)\ub97c \ud1b5\ud574 \uc9c0\uc9c0\uc120 \ubc29\uc5b4\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5\uc774 \uace0\ub824\ub420 \uc218 \uc788\ub2e4.<\/p>\n

\uc544\ub9c8\uc874\uc740 AWS\uac00 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c \uaf3d\ud78c\ub2e4. \uc8fc\uac00\uac00 \uc9c0\uc9c0 \uad6c\uac04\uc744 \ub9cc\ub4e4\uc5c8\ub2e4\uba74, \ucf5c \ub514\ube57 \uc2a4\ud504\ub808\ub4dc(\ucf5c\uc635\uc158\uc744 \ub9e4\uc218\ud558\uace0 \ub354 \ub192\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\uc744 \ub9e4\ub3c4\ud574 \ube44\uc6a9\uc744 \ub0ae\ucd94\uace0 \uc190\uc775 \ubc94\uc704\ub97c \uc81c\ud55c)\ub85c \uc0c1\uc2b9 \uac00\ub2a5\uc131\uc5d0 \ub300\uc751\ud558\uba74\uc11c \uc704\ud5d8\uacfc \ube44\uc6a9\uc744 \uc904\uc77c \uc218 \uc788\ub2e4.<\/p>\n

\uba54\ud0c0\ub294 AI \uc9c0\ucd9c\uc774 \uad11\uace0 \ub9e4\ucd9c\ub85c \uc774\uc5b4\uc9c0\ub294\uc9c0\uac00 \ub2e4\uc2dc \uc7c1\uc810\uc774\ub2e4. \ub0b4\uc7ac\ubcc0\ub3d9\uc131\uc774 \ub192\ub2e4\uba74, \uc544\uc774\uc5b8 \ucf58\ub3c4\ub974(\uc635\uc158\uc744 \uc0c1\ud558\ub2e8 \uad6c\uac04\uc5d0 \uac78\uccd0 \ub9e4\ub3c4\u00b7\ub9e4\uc218\ub85c \uc870\ud569\ud574 \uc8fc\uac00\uac00 \uc77c\uc815 \ubc94\uc704\uc5d0 \uba38\ubb3c \ub54c \uc218\uc775\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5)\ub97c \ud1b5\ud574 \uc2e4\uc801 \ubc1c\ud45c \ud6c4 \uc8fc\uac00\uac00 \uc608\uc0c1 \ubc94\uc704 \uc548\uc5d0 \uba38\ubb3c \uacbd\uc6b0\ub97c \ub178\ub9b4 \uc218 \uc788\ub2e4.<\/p>\n

\uc560\ud50c\uc740 AI \uce21\uba74\uc5d0\uc11c \u2018\ucd94\uaca9\uc790\u2019\ub85c \uc778\uc2dd\ub418\ub294 \uacbd\ud5a5\uc774 \ub0a8\uc544 \uc788\ub2e4. \ucd5c\uadfc 6\uac1c\uc6d4 \uc8fc\uac00\uac00 \ub3d9\uc885 \ub300\ud615 \uae30\uc220\uc8fc \ub300\ube44 \ubd80\uc9c4\ud588\ub2e4\uba74 \ud22c\uc790\uc790 \uc758\uad6c\uc2ec\uc774 \ubc18\uc601\ub41c \uacb0\uacfc\ub85c \ud574\uc11d\ub420 \uc218 \uc788\ub2e4. \ub0b4\uc7ac\ubcc0\ub3d9\uc131\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \ub0ae\ub2e4\uba74, \ubcf4\ud638\uc6a9 \ud48b\uc635\uc158 \ub9e4\uc218(\ubcf4\uc720 \uc8fc\uc2dd \ud558\ub77d \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud574 \ud48b\uc635\uc158\uc744 \uc0ac\ub294 \ud5e4\uc9c0)\uac00 \uc544\uc774\ud3f0 \ub610\ub294 \uc911\uad6d \ub9e4\ucd9c \ubd80\uc9c4 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud558\ub294 \ube44\uad50\uc801 \uc800\ub834\ud55c \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

S&P500 \ubc18\ub4f1 \uc18d \u2018\ub9e4\uadf8\ub2c8\ud53c\uc13c\ud2b87\u2019 5\uac1c\uc0ac 48\uc2dc\uac04 \uc2e4\uc801 D-\ub370\uc774. MS\u00b7\uad6c\uae00\u00b7\uc544\ub9c8\uc874\u00b7\uba54\ud0c0\u00b7\uc560\ud50c, AI\u00b7\ud074\ub77c\uc6b0\ub4dc \uc131\uc7a5 vs \ud22c\uc790\ubd80\ub2f4\uc774 \uad00\uac74. \uace0\uae08\ub9ac \uc7a5\uae30\ud654\uc5d0 \ubcc0\ub3d9\uc131 \ud655\ub300. \uc635\uc158\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-45604","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\/45604","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=45604"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45604\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45604"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45604"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45604"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}