{"id":46350,"date":"2026-05-06T23:57:37","date_gmt":"2026-05-06T23:57:37","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%af%b8%c2%b7%ec%9d%b4%eb%9e%80-%ed%95%a9%ec%9d%98-%ea%b8%b0%eb%8c%80%ec%97%90-%eb%89%b4%ec%9a%95%ec%a6%9d%ec%8b%9c-%eb%9e%a0%eb%a6%ac%ec%9c%a0%ea%b0%80-%ea%b8%89%eb%9d%bd%c2%b7%eb%b0%98\/"},"modified":"2026-05-06T23:57:37","modified_gmt":"2026-05-06T23:57:37","slug":"%eb%af%b8%c2%b7%ec%9d%b4%eb%9e%80-%ed%95%a9%ec%9d%98-%ea%b8%b0%eb%8c%80%ec%97%90-%eb%89%b4%ec%9a%95%ec%a6%9d%ec%8b%9c-%eb%9e%a0%eb%a6%ac%ec%9c%a0%ea%b0%80-%ea%b8%89%eb%9d%bd%c2%b7%eb%b0%98","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%af%b8%c2%b7%ec%9d%b4%eb%9e%80-%ed%95%a9%ec%9d%98-%ea%b8%b0%eb%8c%80%ec%97%90-%eb%89%b4%ec%9a%95%ec%a6%9d%ec%8b%9c-%eb%9e%a0%eb%a6%ac%ec%9c%a0%ea%b0%80-%ea%b8%89%eb%9d%bd%c2%b7%eb%b0%98\/","title":{"rendered":"\ubbf8\u00b7\uc774\ub780 \ud569\uc758 \uae30\ub300\uc5d0 \ub274\uc695\uc99d\uc2dc \ub7a0\ub9ac\u2026\uc720\uac00 \uae09\ub77d\u00b7\ubc18\ub3c4\uccb4\uc8fc \uae09\ub4f1"},"content":{"rendered":"

\ubbf8\uad6d \uc99d\uc2dc\ub294 \uc218\uc694\uc77c \ubbf8\u00b7\uc774\ub780 \uac04 \ub354 \ud3ed\ub113\uc740 \ud569\uc758\uc5d0 \uc9c4\uc804\uc774 \uc788\ub2e4\ub294 \ubcf4\ub3c4\uc5d0 \ubc18\uc751\ud558\uba70 \uc0c1\uc2b9\ud588\ub2e4. \ub2e4\uc6b0\uc874\uc2a4\uc0b0\uc5c5\ud3c9\uade0\uc9c0\uc218\ub294 \uc57d 540\ud3ec\uc778\ud2b8 \uc62c\ub77c \uc7a5\uc911 5\ub9cc\uc120\uc744 \ud130\uce58\ud55c \ub4a4 4\ub9cc9,800\uc120 \uc704\uc5d0\uc11c \ub9c8\uac10\ud588\ub2e4. \uc2a4\ud0e0\ub354\ub4dc\uc564\ub4dc\ud478\uc5b4\uc2a4(S&P) 500 \uc9c0\uc218\ub294 1.1% \uc0c1\uc2b9\ud588\uace0, \ub098\uc2a4\ub2e5 \uc885\ud569\uc9c0\uc218\ub294 \ubc18\ub3c4\uccb4\uc8fc \uac15\uc138\uc5d0 \ud798\uc785\uc5b4 1.5% \uc62c\ub790\ub2e4.<\/p>\n

\uc545\uc2dc\uc624\uc2a4(Axios)\ub294 \ubbf8\uad6d\uacfc \uc774\ub780\uc774 \uc774\ub780\uc758 \ud575 \ub18d\ucd95(\uc6b0\ub77c\ub284 \ub18d\ub3c4\ub97c \ub192\uc5ec \ud575\uc5f0\ub8cc \ub610\ub294 \ud575\ubb34\uae30\uc6a9 \ubb3c\uc9c8\ub85c \uc804\ud658\ud558\ub294 \uacfc\uc815)\uc744 \uc77c\uc815 \uae30\uac04 \uba48\ucd94\ub294 \u2018\uc720\uc608\u2019(moratorium\u00b7\uc77c\uc2dc \uc911\ub2e8) \uc870\uce58\ub97c \ud3ec\ud568\ud560 \uc218 \uc788\ub294 \ud569\uc758\uc5d0 \uadfc\uc811\ud588\ub2e4\uace0 \uc804\ud588\ub2e4. \uc774\ub780 \uc678\ubb34\ubd80 \ub300\ubcc0\uc778\uc740 CNBC\uc5d0 \uc774\ub780\uc774 \ubbf8\uad6d \uc81c\uc548\uc744 \uac80\ud1a0 \uc911\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4. \ub2e4\ub9cc \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 \uc774\ud6c4 \ud569\uc758\uac00 \u201c\ud070 \uac00\uc815\u201d\uc774\ub77c\uace0 \ub9d0\ud588\uace0, \ud611\uc0c1\uc774 \uacb0\ub82c\ub418\uba74 \uacf5\uaca9\uc774 \u201c\ud6e8\uc52c \ub354 \ub192\uc740 \uc218\uc900\uacfc \uac15\ub3c4\u201d\ub85c \uc7ac\uac1c\ub420 \uc218 \uc788\ub2e4\uace0 \uacbd\uace0\ud588\ub2e4.<\/p>\n

Oil Prices And Geopolitical Risk<\/h3>\n

\ud638\ub974\ubb34\uc988 \ud574\ud611(\uc911\ub3d9 \uc0b0\uc720\uad6d \uc6d0\uc720 \uc218\uc1a1\uc758 \ud575\uc2ec \ud1b5\ub85c)\uc744 \ub458\ub7ec\uc2fc \uc704\ud5d8 \uc778\uc2dd\uc774 \uc644\ud654\ub418\uba70 \uc720\uac00\ub294 \ud558\ub77d\ud588\ub2e4. \uc11c\ubd80\ud14d\uc0ac\uc2a4\uc0b0\uc6d0\uc720(WTI) \uc120\ubb3c\uc740 5% \ub5a8\uc5b4\uc838 \ubc30\ub7f4\ub2f9 96\ub2ec\ub7ec\ub300\uc5d0\uc11c \uac70\ub798\ub410\uace0, \ube0c\ub80c\ud2b8\uc720\ub3c4 5% \ud558\ub77d\ud574 103\ub2ec\ub7ec\ub300\uc5d0\uc11c \uc6c0\uc9c1\uc600\ub2e4. \ud2b8\ub7fc\ud504\uac00 \uc120\ubc15 \ud638\uc1a1\uc744 \uc704\ud55c \u201c\ud504\ub85c\uc81d\ud2b8 \ud504\ub9ac\ub364(Project Freedom)\u201d\uc744 \uc77c\uc2dc \uc911\ub2e8\ud55c\ub2e4\uace0 \ubc1d\ud78c \ub4a4\ub2e4.<\/p>\n

AMD\ub294 1\ubd84\uae30 \uc2e4\uc801\uc774 \uc2dc\uc7a5 \uc804\ub9dd\uc744 \uc6c3\ub3cc\uace0 2\ubd84\uae30 \uc804\ub9dd(\uac00\uc774\ub358\uc2a4\u00b7\uae30\uc5c5\uc774 \uc81c\uc2dc\ud558\ub294 \uc2e4\uc801 \uc608\uc0c1\uce58)\ub3c4 \uae0d\uc815\uc801\uc73c\ub85c \uc81c\uc2dc\ud558\uba74\uc11c 15% \uae09\ub4f1\ud588\ub2e4. \ubc18\ub3c4\uccb4 \uc5c5\uc885 \uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc(ETF\u00b7\uc5ec\ub7ec \uc885\ubaa9\uc744 \ubb36\uc5b4 \uc8fc\uc2dd\ucc98\ub7fc \uac70\ub798\ud558\ub294 \uc0c1\ud488)\uc778 \ubc34\uc5d0\ud06c \ubc18\ub3c4\uccb4 ETF\ub294 3% \uc62c\ub790\uace0 \uc778\ud154\uc740 2% \uac00\uae4c\uc774 \uc0c1\uc2b9\ud588\ub2e4.<\/p>\n

ADP\ub294 4\uc6d4 \ubbfc\uac04 \uace0\uc6a9\uc774 10\ub9cc9,000\uba85 \uc99d\uac00\ud574 \uc2dc\uc7a5 \uc608\uc0c1\uce58 9\ub9cc9,000\uba85\uc744 \uc0c1\ud68c\ud588\ub2e4\uace0 \ubc1c\ud45c\ud588\ub2e4. 3\uc6d4 \uc218\uce58\ub294 6\ub9cc1,000\uba85\uc73c\ub85c \ud558\ud5a5 \uc870\uc815\ub410\ub2e4. \uc2dc\uc7a5\uc740 \uae08\uc694\uc77c \ubc1c\ud45c\ub420 \ube44\ub18d\uc5c5\ubd80\ubb38 \uace0\uc6a9\uc9c0\ud45c(NFP\u00b7\ubbf8\uad6d \ub178\ub3d9\uc2dc\uc7a5\uc758 \uc6d4\uac04 \uace0\uc6a9 \uc99d\uac00\ub97c \ubcf4\uc5ec\uc8fc\ub294 \ud575\uc2ec \ud1b5\uacc4) \ucee8\uc13c\uc11c\uc2a4(\uc2dc\uc7a5 \uc608\uc0c1\uce58 \ud3c9\uade0) 6\ub9cc\uba85\ub3c4 \uc8fc\uc2dc\ud558\uace0 \uc788\ub2e4. \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\ubbf8\uad6d \uc911\uc559\uc740\ud589) \uc778\uc0ac \ubc1c\uc5b8\uc740 \u2018\ub9e4\ud30c\uc801\u2019(hawkish\u00b7\ubb3c\uac00 \uc5b5\uc81c\ub97c \uc704\ud574 \uae08\ub9ac \uc778\ud558\uc5d0 \uc2e0\uc911\ud558\uace0 \uae34\ucd95 \uc131\ud5a5)\uc73c\ub85c \ud3c9\uac00\ub410\uace0, \ubbf8 \uad6d\ucc44 \uae08\ub9ac(\uad6d\ucc44 \uc218\uc775\ub960\u00b7\uc2dc\uc7a5 \uae08\ub9ac\uc758 \uae30\uc900 \uc5ed\ud560)\ub294 \uacac\uc870\ud588\ub2e4.<\/p>\n

Semiconductors And Market Risk Appetite<\/h3>\n

1\ub144 \uc804 AMD\uc758 \uac15\ud55c \uc2e4\uc801\uc5d0\uc11c \ucd09\ubc1c\ub41c \ubc18\ub3c4\uccb4 \ub7a0\ub9ac\ub294 \uc778\uacf5\uc9c0\ub2a5(AI\u00b7\uae30\uacc4\uac00 \ud559\uc2b5\u00b7\ucd94\ub860\uc744 \uc218\ud589\ud558\ub294 \uae30\uc220) \ud22c\uc790 \ud750\ub984\uc774 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\ub294 \ucd9c\ubc1c\uc810\uc774\uc5c8\ub2e4. \uc774 \ud750\ub984\uc740 2026\ub144 \ucd08\uae4c\uc9c0\ub3c4 \uc2dc\uc7a5\uc758 \ud575\uc2ec \ub3d9\ub825\uc73c\ub85c \ub0a8\uc544 \uc788\uc73c\uba70, \uc8fc\uc694 \uce69 \uc81c\uc870\uc0ac\ub4e4\uc740 \uc131\uc7a5\uc138\ub97c \uc774\uc5b4\uac00\uace0 \uc788\ub2e4. \ubc34\uc5d0\ud06c \ubc18\ub3c4\uccb4 ETF(SMH)\uc758 \uc635\uc158 \ud750\ub984(\uc635\uc158 \uac70\ub798\uc5d0\uc11c \ub9e4\uc218\u00b7\ub9e4\ub3c4 \ubc0f \uac70\ub798\ub7c9\uc774 \uc5b4\ub514\ub85c \uc3e0\ub9ac\ub294\uc9c0)\uc740 \uae30\uc220\uc8fc \uc804\ubc18\uacfc \uc2dc\uc7a5\uc758 \uc704\ud5d8\uc120\ud638(\ub9ac\uc2a4\ud06c\ub97c \uac10\uc218\ud558\uace0 \uc8fc\uc2dd \ub4f1 \uc704\ud5d8\uc790\uc0b0\uc744 \uc0ac\ub824\ub294 \uc131\ud5a5)\ub97c \uac00\ub2a0\ud558\ub294 \ud575\uc2ec \uc9c0\ud45c\ub85c \uaf3d\ud78c\ub2e4. \uc635\uc158\uc740 \ud2b9\uc815 \uac00\uaca9\uc5d0 \uc0ac\uace0\ud314 \uc218 \uc788\ub294 \uad8c\ub9ac\ub97c \uc0ac\uace0\ud30c\ub294 \ud30c\uc0dd\uc0c1\ud488\uc774\uba70, \uac00\uaca9 \ubcc0\ub3d9\uc5d0 \ub300\ud55c \ubcf4\ud5d8(\ud5e4\uc9c0)\uc774\ub098 \ud22c\uae30\uc801 \ubca0\ud305\uc5d0 \uc4f0\uc778\ub2e4.<\/p>\n

2025\ub144\uc5d0\ub294 \uc5f0\uc900\uc758 \ub9e4\ud30c\uc801 \ubc1c\uc5b8\uc774 \ubd80\ub2f4\uc774\uc5c8\uc9c0\ub9cc, \uc9c0\uae08 \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc740 \uae08\ub9ac \uc778\ud558 \uc2dc\uc810\uc73c\ub85c \uc62e\uaca8\uac14\ub2e4. 2026\ub144 4\uc6d4 \ube44\ub18d\uc5c5\ubd80\ubb38 \uace0\uc6a9\uc9c0\ud45c\ub294 17\ub9cc5,000\uba85\uc73c\ub85c \uc2dc\uc7a5 \uc608\uc0c1\ubcf4\ub2e4 \uc57d\ud574, \uc5f0\uc900\uc774 \uc62c\ud574 \ud6c4\ubc18 \uc815\ucc45\uc744 \uc644\ud654(\uae08\ub9ac \uc778\ud558 \ub4f1\uc73c\ub85c \uacbd\uae30 \ubd80\ub2f4\uc744 \uc904\uc774\ub294 \uac83)\ud560 \uc5ec\uc9c0\uac00 \ucee4\uc84c\ub2e4\ub294 \ud574\uc11d\uc774 \ub098\uc628\ub2e4. \uc774\ub7f0 \ud1b5\ud654\uc815\ucc45 \uc804\ub9dd \ubcc0\ud654\ub294 \uae08\ub9ac\uc5d0 \ubbfc\uac10\ud55c \uc5c5\uc885(\uae08\ub9ac \ubcc0\ub3d9\uc5d0 \ub530\ub77c \uc2e4\uc801\u00b7\uc8fc\uac00 \uc601\ud5a5\uc774 \ud070 \uc5c5\uc885)\uc5d0\uc11c \uae30\ud68c\ub97c \ub9cc\ub4e4 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\ubbf8\u00b7\uc774\ub780 \ud575\ub18d\ucd95 \uc720\uc608 \ud569\uc758 \uadfc\uc811 \ubcf4\ub3c4\uc5d0 \ub274\uc695\uc99d\uc2dc \uae09\ub4f1! \ub2e4\uc6b0 5\ub9cc\uc120 \ud130\uce58, S&P\u00b7\ub098\uc2a4\ub2e5 \uac15\uc138. \ud638\ub974\ubb34\uc988 \ub9ac\uc2a4\ud06c \uc644\ud654\ub85c \uc720\uac00 5% \uae09\ub77d, AMD 15% \ud3ed\ub4f1.<\/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-46350","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\/46350","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=46350"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46350\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46350"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46350"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46350"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}