{"id":45943,"date":"2026-05-01T03:23:08","date_gmt":"2026-05-01T03:23:08","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/uob-%ec%9d%b4%ec%bd%94%eb%85%b8%eb%af%b8%ec%8a%a4%ed%8a%b8-ai-%ec%88%98%ec%b6%9c-%ed%98%b8%ec%a1%b0%ec%97%90-%ec%a4%91%ea%b5%ad-%ec%a0%9c%ec%a1%b0%ec%97%85%ec%9d%80-%ea%b0%9c%ec%84%a0\/"},"modified":"2026-05-01T03:23:08","modified_gmt":"2026-05-01T03:23:08","slug":"uob-%ec%9d%b4%ec%bd%94%eb%85%b8%eb%af%b8%ec%8a%a4%ed%8a%b8-ai-%ec%88%98%ec%b6%9c-%ed%98%b8%ec%a1%b0%ec%97%90-%ec%a4%91%ea%b5%ad-%ec%a0%9c%ec%a1%b0%ec%97%85%ec%9d%80-%ea%b0%9c%ec%84%a0","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/uob-%ec%9d%b4%ec%bd%94%eb%85%b8%eb%af%b8%ec%8a%a4%ed%8a%b8-ai-%ec%88%98%ec%b6%9c-%ed%98%b8%ec%a1%b0%ec%97%90-%ec%a4%91%ea%b5%ad-%ec%a0%9c%ec%a1%b0%ec%97%85%ec%9d%80-%ea%b0%9c%ec%84%a0\/","title":{"rendered":"UOB \uc774\ucf54\ub178\ubbf8\uc2a4\ud2b8 \u201cAI \uc218\ucd9c \ud638\uc870\uc5d0 \uc911\uad6d \uc81c\uc870\uc5c5\uc740 \uac1c\uc120\u2026\ub0b4\uc218\u00b7\uc11c\ube44\uc2a4\ub294 \ub454\ud654\u201d"},"content":{"rendered":"<p>\uc911\uad6d\uc758 4\uc6d4 \uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218(PMI\u00b7\uae30\uc5c5 \uad6c\ub9e4 \ub2f4\ub2f9\uc790\ub97c \uc124\ubb38\ud574 \uacbd\uae30 \ud750\ub984\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 \uc81c\uc870\uc5c5\uc774 \ud655\uc7a5\uc138\ub97c \uc720\uc9c0\ud55c \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\ub2e4. \uc778\uacf5\uc9c0\ub2a5(AI) \uad00\ub828 \uc81c\ud488\uc758 \uc218\ucd9c \uc218\uc694\uac00 \uc81c\uc870\uc5c5\uc744 \ub5a0\ubc1b\ucce4\uc9c0\ub9cc, \ub178\ub3d9\uc808 \uc5f0\ud734\ub97c \uc55e\ub450\uace0 \uad6d\ub0b4 \uc218\uc694\ub294 \ub454\ud654\ud588\ub2e4. \uc804\ubc18\uc801\uc778 \ubb3c\uac00 \uc555\ub825\uc740 \uc81c\ud55c\uc801\uc774\uc5c8\uc73c\ub098, \uc81c\uc870\uc5c5\uc5d0\uc11c\ub294 \uc6d0\uc790\uc7ac \uac00\uaca9\uacfc \uc0dd\uc0b0\uc790 \uac00\uaca9(\uacf5\uc7a5\uc5d0\uc11c \ucd9c\ud558\ub418\ub294 \ub2e8\uacc4\uc758 \uac00\uaca9)\uc774 \uc5ec\uc804\ud788 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud588\ub2e4.<\/p>\n<p>CFLP \uc81c\uc870\uc5c5 PMI\ub294 4\uc6d4 50.3\uc73c\ub85c \uc9d1\uacc4\ub410\ub2e4(\ube14\ub8f8\ubc84\uadf8 \uc804\ub9dd 50.1). 3\uc6d4 50.4\uc5d0\uc11c \uc18c\ud3ed \ud558\ub77d\ud588\uc9c0\ub9cc, \uae30\uc900\uc120\uc778 50(\uacbd\uae30 \ud655\uc7a5\u00b7\ucd95\uc18c\ub97c \uac00\ub974\ub294 \uae30\uc900) \uc704\ub97c \ub450 \ub2ec \uc5f0\uc18d \uc720\uc9c0\ud588\ub2e4. \ubbfc\uac04 \uc870\uc0ac\uae30\uad00 \ub808\uc774\ud305\ub3c4\uadf8(RatingDog)\uc758 \uc911\uad6d \uc81c\uc870\uc5c5 PMI\ub294 3\uc6d4 50.8\uc5d0\uc11c 4\uc6d4 52.2\ub85c \uc0c1\uc2b9\ud588\ub2e4(\ube14\ub8f8\ubc84\uadf8 \uc804\ub9dd 51.0). 50\uc744 5\uac1c\uc6d4 \uc5f0\uc18d \uc0c1\ud68c\ud588\uace0, 2020\ub144 12\uc6d4 \uc774\ud6c4 \ucd5c\uace0\uce58\ub2e4.<\/p>\n<h3>\uc81c\uc870\uc5c5 \uac15\uc138\uc640 \uad6d\ub0b4 \uc218\uc694 \uc57d\ud654\uc758 \uad34\ub9ac<\/h3>\n<p>\ube44\uc81c\uc870\uc5c5\uc740 \uc57d\ud654\ud588\ub2e4. CFLP \ube44\uc81c\uc870\uc5c5 PMI\ub294 3\uc6d4 50.1\uc5d0\uc11c 4\uc6d4 49.4\ub85c 0.7\ud3ec\uc778\ud2b8 \ud558\ub77d\ud588\ub2e4(\ube14\ub8f8\ubc84\uadf8 \uc804\ub9dd 49.8). \uc11c\ube44\uc2a4\uc5c5\uc740 50.2\uc5d0\uc11c 49.6\uc73c\ub85c \ub0b4\ub824\uc130\uace0, \uac74\uc124\uc5c5\uc740 49.3\uc5d0\uc11c 48.0\uc73c\ub85c \ub5a8\uc5b4\uc84c\ub2e4. \ud310\ub9e4\uac00\uaca9\uc9c0\uc218\ub294 49.9\uc5d0\uc11c 48.1\ub85c \ud558\ub77d\ud588\uc73c\uba70, \uc2e0\uaddc \uc8fc\ubb38\uacfc \uc218\ucd9c \uc8fc\ubb38\ub3c4 \uc57d\ud574\uc84c\ub2e4.<\/p>\n<p>1\ubd84\uae30(1Q26) \uc0b0\uc5c5\uc774\uc775\uc740 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 15.5% \uc99d\uac00\ud588\ub2e4(3\uc6d4: 15.8%, 1~2\uc6d4: 15.2%). \ube44\ucca0\uae08\uc18d(\uad6c\ub9ac\u00b7\uc54c\ub8e8\ubbf8\ub284 \ub4f1 \ucca0\uc774 \uc544\ub2cc \uae08\uc18d), \ud654\ud559, \ud1b5\uc2e0 \uc5c5\uc885\uc5d0\uc11c \uac1c\uc120\uc774 \ub098\ud0c0\ub09c \ubc18\uba74, 3\uc6d4\uc5d0\ub294 \uc81c\uc57d, \uc790\ub3d9\ucc28, \ubc94\uc6a9(\uc77c\ubc18 \ubaa9\uc801) \uc7a5\ube44 \uc81c\uc870\uc5c5\uc758 \uc774\uc775\uc774 \uac10\uc18c\ud588\ub2e4.<\/p>\n<p>\uc81c\uc870\uc5c5\uc774 \uac15\ud55c \ubc18\uba74 \uad6d\ub0b4 \uc218\uc694\uac00 \uc57d\ud574\uc9c0\ub294 \ud750\ub984\uc774 \ub69c\ub837\ud574\uc9c0\uace0 \uc788\ub2e4. \uc81c\uc870\uc5c5 PMI\uac00 50.3\uc73c\ub85c \ud655\uc7a5 \uad6c\uac04\uc744 \uc720\uc9c0\ud558\ub294 \ubc30\uacbd\uc5d0\ub294 AI \uad00\ub828 \ub300\uc678 \uc218\uc694\uac00 \ud06c\uac8c \uc791\uc6a9\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \u2018\uc218\ucd9c \uc911\uc2ec \uc81c\uc870\uc5c5\u2019\uacfc \u2018\ubd80\uc9c4\ud55c \ub0b4\uc218\u2019\uac00 \uacf5\uc874\ud558\ub294 \uc774\uc911 \ud750\ub984\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ub2f9\ubd84\uac04\uc740 \uc2e0\uc911\ud558\ub418, \uac15\ud55c \ubd80\ubb38\uc744 \uc120\ubcc4\ud558\ub294 \uc811\uadfc\uc774 \ud544\uc694\ud558\ub2e4.<\/p>\n<p>\uc911\uad6d\uc758 \uc0b0\uc5c5 \ud65c\ub3d9\uacfc \uc9c1\uc811 \uc5f0\uacb0\ub418\ub294 \uc6d0\uc790\uc7ac, \ud2b9\ud788 \ube44\ucca0\uae08\uc18d\uc5d0\uc11c \uae30\ud68c\ub97c \ubcfc \uc218 \uc788\ub2e4. 1\ubd84\uae30 \uc0b0\uc5c5\uc774\uc775\uc774 15.5% \uc99d\uac00\ud588\uace0 \ubbfc\uac04 \uc81c\uc870\uc5c5 \uc9c0\ud45c\ub3c4 \uac15\ud55c \ub9cc\ud07c, \uad6c\ub9ac\ub098 \uc54c\ub8e8\ubbf8\ub284 \uc120\ubb3c(\ubbf8\ub798 \uc2dc\uc810 \uac00\uaca9\uc744 \ubbf8\ub9ac \uc815\ud558\ub294 \uac70\ub798)\uc744 \ub9e4\uc218\ud558\ub294 \uc804\ub7b5\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \uc720\ub9ac\ud558\ub2e4\ub294 \ud310\ub2e8\uc774\ub2e4. \ub7f0\ub358\uae08\uc18d\uac70\ub798\uc18c(LME\u00b7\uc138\uacc4 \ucd5c\ub300 \uae08\uc18d \uac70\ub798\uc18c) \uad6c\ub9ac \uac00\uaca9\uc740 \ucd5c\uadfc \ud55c \ub2ec\uac04 8% \uc774\uc0c1 \uc62c\ub77c \ud1a4\ub2f9 1\ub9cc500\ub2ec\ub7ec\ub97c \ub118\uc5b4\uc130\ub294\ub370, \uc774\ub294 2025\ub144 \ucd08 \uc774\ud6c4 \ucc98\uc74c\uc774\ub2e4.<\/p>\n<p>\uc8fc\uc2dd \ud30c\uc0dd\uc0c1\ud488(\uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc5d0 \uc5f0\ub3d9\ub418\ub294 \uacc4\uc57d)\uc5d0\uc11c\ub294 \u2018\ud398\uc5b4 \ud2b8\ub808\uc774\ub4dc(\uac15\ud55c \uc790\uc0b0\uc744 \uc0ac\uace0 \uc57d\ud55c \uc790\uc0b0\uc744 \ud30c\ub294 \uc0c1\ub300\uac00\uce58 \uc804\ub7b5)\u2019\uac00 \uc801\ud569\ud574 \ubcf4\uc778\ub2e4. \uc0b0\uc5c5 \uad00\ub828 \uc5c5\uc885\uc744 \uc120\ud638\ud558\uace0 \uc18c\ube44 \uad00\ub828 \uc5c5\uc885\uc744 \ud53c\ud558\ub294 \ubc29\uc2dd\uc774\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \uc911\uad6d \uc18c\uc7ac\u00b7\ud1b5\uc2e0 \ube44\uc911\uc774 \ud070 \uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc(ETF)\uc5d0 \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud558\ub294 \ub3d9\uc2dc\uc5d0, \uc18c\ube44\uc7ac(\uc120\ud0dd\uc18c\ube44)\u00b7\uc790\ub3d9\ucc28 \ube44\uc911\uc774 \ud070 ETF\uc5d0\ub294 \ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud558\ub294 \uc804\ub7b5\uc774 \uac00\ub2a5\ud558\ub2e4. FTSE \ucc28\uc774\ub098 A50 \uc9c0\uc218\ub294 \uc218\ucd9c \uac15\uc138\uc5d0\ub3c4 \ub0b4\uc218 \uc18c\ube44 \ubd80\uc9c4\uc774 \uc0c1\uc1c4 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uba74\uc11c \ub69c\ub837\ud55c \uc0c1\uc2b9 \ud0c4\ub825\uc744 \ubc1b\uc9c0 \ubabb\ud558\uace0 \uc788\ub2e4.<\/p>\n<h3>\uc704\uc548\ud654 \ubc15\uc2a4\uad8c, \uc635\uc158 \uc804\ub7b5\uc5d0 \ucd08\uc810<\/h3>\n<p>\uc704\uc548\ud654\ub294 \ub69c\ub837\ud55c \ubc29\ud5a5\uc131\ubcf4\ub2e4 \ubc15\uc2a4\uad8c \ud750\ub984\uc774 \uc720\ub825\ud574 \ubcf4\uc778\ub2e4. \uc218\ucd9c \uc8fc\ubb38 \uac15\uc138\uac00 \uc9c0\uc9c0 \uc694\uc778\uc778 \ubc18\uba74, \uc11c\ube44\uc2a4\uc5c5 PMI\uac00 49.4\ub85c \ubd80\uc9c4\ud558\uace0 \ud5a5\ud6c4 \uc815\ucc45 \uc644\ud654 \uac00\ub2a5\uc131\uc774 \ud558\ubc29 \uc555\ub825\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4. \ub2ec\ub7ec\/\uc704\uc548 \uc5ed\uc678\ud658\uc728(USD\/CNH\u00b7\uc911\uad6d \ubcf8\ud1a0 \ubc16\uc5d0\uc11c \uac70\ub798\ub418\ub294 \uc704\uc548\ud654 \ud658\uc728)\uc740 \uc218\uc8fc\uc9f8 7.28~7.32\uc758 \uc881\uc740 \ubc94\uc704\uc5d0\uc11c \uc6c0\uc9c1\uc774\uace0 \uc788\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc740 \uc2a4\ud2b8\ub7ad\uae00(\ud589\uc0ac\uac00\uac00 \ub2e4\ub978 \ucf5c\uacfc \ud48b\uc744 \ud568\uaed8 \ud65c\uc6a9\ud558\ub294 \uc635\uc158 \uc870\ud569) \uac19\uc740 \uc635\uc158 \uc804\ub7b5\uc5d0 \uc801\ud569\ud558\ub2e4.<\/p>\n<p>\uc774 \uac19\uc740 \ud750\ub984\uc740 2025\ub144\uc5d0 \uad00\ucc30\ub410\ub358 \ud328\ud134\uacfc \ub2ee\uc544 \uc788\ub2e4. \ub2f9\uc2dc \uc815\ubd80\uc758 \uacbd\uae30 \ubd80\uc591\uc740 \uc18c\ube44 \uc9c4\uc791\ubcf4\ub2e4\ub294 \uc0dd\uc0b0 \uae30\ubc18\uc744 \uc9c0\ud0a4\ub294 \ub370 \ubb34\uac8c\uac00 \uc2e4\ub838\ub2e4. \uc62c\ud574\ub294 AI \uad00\ub828 \uc218\ucd9c\uc774 \ub354 \uac15\ud55c \uc0c1\uc2b9 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uba70, \ub0b4\uc218 \uc8fc\ubb38 \uc57d\uc138 \uc18d\uc5d0\uc11c\ub3c4 \uc0b0\uc5c5 \ubd80\ubb38\uc744 \ubc29\uc5b4\ud558\uace0 \uc788\ub2e4. \ub2e4\ub9cc \uc0dd\uc0b0\uc790\uc758 \ud22c\uc785 \ube44\uc6a9(\uc6d0\uc7ac\ub8cc \ub4f1)\uc774 \ub192\uc740 \uc218\uc900\uc774\uc5b4\uc11c, \uc218\uc775\uc131(\ub9c8\uc9c4)\uc774 \uc904\uc5b4\ub4e4 \uac00\ub2a5\uc131\uc5d0\ub294 \uacc4\uc18d \uc8fc\uc758\uac00 \ud544\uc694\ud558\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc911\uad6d 4\uc6d4 PMI, \uc81c\uc870\uc5c5\uc740 AI \uc218\ucd9c \ub355\uc5d0 \ud655\uc7a5 \uc9c0\uc18d(50.3)\ud588\uc9c0\ub9cc \ube44\uc81c\uc870\uc5c5\uc740 49.4\ub85c \ud6c4\ud1f4. \ub0b4\uc218 \ub454\ud654\u00b7\uc6d0\uac00 \ubd80\ub2f4 \uc18d \ube44\ucca0\uae08\uc18d\u00b7\uc0c1\ub300\uac00\uce58\u00b7\uc704\uc548\ud654 \uc635\uc158 \uc804\ub7b5 \ubd80\uac01.<\/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-45943","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\/45943","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=45943"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45943\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45943"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45943"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45943"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}