{"id":46402,"date":"2026-05-07T10:27:31","date_gmt":"2026-05-07T10:27:31","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%b9%a9%ec%a3%bc-%ea%b8%89%eb%93%b1%ec%97%90-%e7%be%8e-%ec%a6%9d%ec%8b%9c-%ec%82%ac%ec%83%81-%ec%b5%9c%ea%b3%a0%ec%b9%98%ec%9c%a0%ea%b0%80-%ed%95%98%eb%9d%bd%c2%b7%ed%95%98%ec%9d%b4\/"},"modified":"2026-05-07T10:27:31","modified_gmt":"2026-05-07T10:27:31","slug":"%ec%b9%a9%ec%a3%bc-%ea%b8%89%eb%93%b1%ec%97%90-%e7%be%8e-%ec%a6%9d%ec%8b%9c-%ec%82%ac%ec%83%81-%ec%b5%9c%ea%b3%a0%ec%b9%98%ec%9c%a0%ea%b0%80-%ed%95%98%eb%9d%bd%c2%b7%ed%95%98%ec%9d%b4","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%b9%a9%ec%a3%bc-%ea%b8%89%eb%93%b1%ec%97%90-%e7%be%8e-%ec%a6%9d%ec%8b%9c-%ec%82%ac%ec%83%81-%ec%b5%9c%ea%b3%a0%ec%b9%98%ec%9c%a0%ea%b0%80-%ed%95%98%eb%9d%bd%c2%b7%ed%95%98%ec%9d%b4\/","title":{"rendered":"\uce69\uc8fc \uae09\ub4f1\uc5d0 \u7f8e \uc99d\uc2dc \uc0ac\uc0c1 \ucd5c\uace0\uce58\u2026\uc720\uac00 \ud558\ub77d\u00b7\ud558\uc774\uc77c\ub4dc \uc2a4\ud504\ub808\ub4dc \ucd95\uc18c"},"content":{"rendered":"

\ubbf8\uad6d \uc99d\uc2dc\ub294 \uc720\uac00 \ud558\ub77d\uacfc \uc2a4\ud0dc\uadf8\ud50c\ub808\uc774\uc158(\uacbd\uae30 \ub454\ud654 \uc18d \ubb3c\uac00 \uc0c1\uc2b9) \uc6b0\ub824 \uc644\ud654\ub85c \uc0c1\uc2b9\ud588\ub2e4. S&P 500\uc740 1.46% \uc62c\ub790\uace0, \ub098\uc2a4\ub2e5\uc740 2.02% \uc0c1\uc2b9\ud588\uc73c\uba70, \u2018\ub9e4\uadf8\ub2c8\ud53c\uc13c\ud2b8 7(Mag 7, \ubbf8\uad6d \ub300\ud615 \uae30\uc220\uc8fc 7\uac1c \uc885\ubaa9 \ubb36\uc74c)\u2019\uc740 2.00% \uc62c\ub790\ub2e4. \uc138 \uc9c0\uc218 \ubaa8\ub450 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud588\ub2e4.<\/p>\n

\ubc18\ub3c4\uccb4\uc8fc\uac00 \uc0c1\uc2b9\uc744 \uc8fc\ub3c4\ud588\ub2e4. AMD\ub294 AI \uc5d0\uc774\uc804\ud2b8(\uc0ac\ub78c \ub300\uc2e0 \uc5c5\ubb34\ub97c \uc218\ud589\ud558\ub294 \uc778\uacf5\uc9c0\ub2a5 \uc18c\ud504\ud2b8\uc6e8\uc5b4)\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uac15\ud558\ub2e4\uace0 \ubc1d\ud78c \ub4a4 18.61% \uae09\ub4f1\ud588\ub2e4. \ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4\uc9c0\uc218\ub294 4.48% \uc62c\ub77c \uc5f0\ucd08 \uc774\ud6c4 \uc0c1\uc2b9\ub960\uc774 62%\ub85c \ud655\ub300\ub410\ub2e4.<\/p>\n

\uc2e0\uc6a9 \uc2a4\ud504\ub808\ub4dc \ucd95\uc18c<\/h3>\n

\uc2e0\uc6a9\uc2dc\uc7a5\uc5d0\uc11c\ub294 \ubbf8\uad6d \ud558\uc774\uc77c\ub4dc(\ud22c\uae30\ub4f1\uae09) \ucc44\uad8c \uc2a4\ud504\ub808\ub4dc(\uad6d\ucc44 \ub300\ube44 \ucd94\uac00\uae08\ub9ac, \uc704\ud5d8 \ud504\ub9ac\ubbf8\uc5c4)\uac00 4bp(bp=0.01%\ud3ec\uc778\ud2b8) \uc904\uc5b4 3\uac1c\uc6d4 \ub0b4 \ucd5c\uc800 \uc218\uc900\uc73c\ub85c \ub0b4\ub824\uac14\ub2e4. \ud574\ub2f9 \uae30\uc0ac\ub294 AI \ub3c4\uad6c\ub85c \uc791\uc131\ub410\uace0 \ud3b8\uc9d1\uc790\uac00 \uac80\ud1a0\ud588\ub2e4.<\/p>\n

S&P 500\uacfc \ub098\uc2a4\ub2e5\uc774 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub85c \uc62c\ub77c\uc11c\ub294 \uac00\uc6b4\ub370, \uc0c1\uc2b9 \ub3d9\ub825\uc740 \uc2a4\ud0dc\uadf8\ud50c\ub808\uc774\uc158 \uc6b0\ub824 \uc644\ud654\uc640 \uc778\uacf5\uc9c0\ub2a5\uc5d0 \ub300\ud55c \uae30\ub300\uc5d0\uc11c \ub098\uc624\uace0 \uc788\ub2e4. \uc774\ub294 \uc704\ud5d8\uc790\uc0b0 \uc120\ud638(\ub9ac\uc2a4\ud06c\uc628) \ud750\ub984\uc774 \uac15\ud654\ub418\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ud2b8\ub808\uc774\ub354\ub294 QQQ(\ub098\uc2a4\ub2e5 100 \ucd94\uc885 ETF) \ub4f1 \uc8fc\uc694 \uc9c0\uc218\ub97c \ub300\uc0c1\uc73c\ub85c \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac) \ub610\ub294 \ubd88 \ucf5c \uc2a4\ud504\ub808\ub4dc(\ub354 \ub0ae\uc740 \ud589\uc0ac\uac00 \ucf5c \ub9e4\uc218+\ub354 \ub192\uc740 \ud589\uc0ac\uac00 \ucf5c \ub9e4\ub3c4 \uc870\ud569)\ub97c \ud65c\uc6a9\ud574 \uc0c1\uc2b9 \ud750\ub984\uc5d0 \ucc38\uc5ec\ud558\ub294 \ubc29\uc548\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4.<\/p>\n

\ubc18\ub3c4\uccb4 \uc5c5\uc885\uc774 \ud655\uc2e4\ud55c \uc120\ub3c4 \uc139\ud130\ub2e4. \ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4\uc9c0\uc218\ub294 \uc5f0\ucd08 \uc774\ud6c4 \uc0c1\uc2b9\ub960\uc774 25%\ub97c \ub118\uc5c8\ub2e4. AI \uad00\ub828 \ub300\uaddc\ubaa8 \uc218\uc694\uac00 \uac15\uc138\ub97c \uc774\ub04c\uba70 \uacf5\uaca9\uc801\uc778 \uc131\uc7a5 \uae30\ub300\uac00 \uc774 \ubd84\uc57c\uc5d0 \uc9d1\uc911\ub418\uace0 \uc788\ub2e4. \uac1c\ubcc4 \ubc18\ub3c4\uccb4 \uc885\ubaa9\uc774\ub098 SOXX(\ubc18\ub3c4\uccb4 ETF)\uc5d0 \ub300\ud55c \ucf5c\uc635\uc158 \ub9e4\uc218\ub294 \uc5c5\uc885 \ub0b4 \ucd08\uacfc \uc131\uacfc\ub97c \ub178\ub9ac\ub294 \uc804\ub7b5\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n

\uc774\ubc88 \ub7a0\ub9ac\ub85c \ubcc0\ub3d9\uc131\ub3c4 \ud06c\uac8c \ub0ae\uc544\uc84c\ub2e4. VIX \uc9c0\uc218(\ubbf8\uad6d \uc8fc\uc2dd\uc2dc\uc7a5 \ubcc0\ub3d9\uc131 \uc9c0\ud45c)\ub294 13 \uc218\uc900\uc758 \uc5ed\uc0ac\uc801 \uc800\uc810 \ubd80\uadfc\uc5d0 \uc788\ub2e4. \uc774\ub294 2025\ub144 \uacbd\uae30\uce68\uccb4 \uc6b0\ub824\ub85c \ubcc0\ub3d9\uc131\uc774 \uae09\ub4f1\ud588\ub358 \ub54c\uc640 \ub300\ube44\ub41c\ub2e4. \uc774\ub7f0 \u2018\uc800\uacf5\ud3ec\u2019 \ud658\uacbd\uc5d0\uc11c\ub294 \ub300\ud615 \uc6b0\ub7c9\uc8fc\ub97c \ub300\uc0c1\uc73c\ub85c \uc678\uac00\uaca9(out-of-the-money, \ud604\uc7ac \uac00\uaca9\uc5d0\uc11c \uba3c \ud589\uc0ac\uac00) \ud48b \uc2a4\ud504\ub808\ub4dc(\ud48b\uc635\uc158 \ub9e4\ub3c4+\ub354 \ub0ae\uc740 \ud589\uc0ac\uac00 \ud48b \ub9e4\uc218\ub85c \uc704\ud5d8\uc744 \uc81c\ud55c\ud55c \uc870\ud569)\ub97c \ub9e4\ub3c4\ud574 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac00\uaca9)\uc744 \uc5bb\ub294 \uc804\ub7b5\uc774 \ub300\uc548\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n

\ucd94\uac00 \uc0c1\uc2b9\uc5d0 \ub300\ube44\ud55c \ud3ec\uc9c0\uc154\ub2dd<\/h3>\n

\ub2e4\ub978 \uc790\uc0b0\uc5d0\uc11c\ub3c4 \uae0d\uc815 \uc2e0\ud638\uac00 \ud655\uc778\ub41c\ub2e4. \ud558\uc774\uc77c\ub4dc \uc2a4\ud504\ub808\ub4dc\ub294 320bp(3.20%\ud3ec\uc778\ud2b8) \ubd80\uadfc\uae4c\uc9c0 \uc904\uc5c8\ub2e4. \uc774\ub294 \ucc44\uad8c \ud22c\uc790\uc790\ub3c4 \uc8fc\uc2dd\uc2dc\uc7a5\uacfc \ube44\uc2b7\ud55c \ub099\uad00\ub860\uc744 \uacf5\uc720\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \ub610\ud55c WTI(\uc11c\ubd80\ud14d\uc0ac\uc2a4\uc0b0 \uc6d0\uc720, \ubbf8\uad6d \uae30\uc900 \uc720\uc885) \uac00\uaca9\uc740 \ubc30\ub7f4\ub2f9 78\ub2ec\ub7ec \ubd80\uadfc\uc5d0\uc11c \ub9c8\uac10\ud574, \uc9c0\ub09c\ud574 \uc778\ud50c\ub808\uc774\uc158 \uc6b0\ub824\ub97c \ud0a4\uc6e0\ub358 \uc218\uc900\ubcf4\ub2e4 \ub0ae\uc544\uc84c\ub2e4. \uc774\ub7f0 \uc5ec\uac74\uc5d0\uc11c\ub294 E-mini S&P 500 \ub610\ub294 \ub098\uc2a4\ub2e5 100 \uc120\ubb3c(\uc9c0\uc218\uc5d0 \uc5f0\ub3d9\ub418\ub294 \uc18c\uc561 \ub2e8\uc704 \uc120\ubb3c)\uc744 \ub9e4\uc218(\ub871)\ud558\ub294 \uac83\uc774 \ud5a5\ud6c4 \uc218\uc8fc\uac04 \ucd94\uac00 \uc0c1\uc2b9\uc5d0 \uc9c1\uc811\uc801\uc73c\ub85c \ubca0\ud305\ud558\ub294 \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\uc720\uac00 \ud558\ub77d\uc5d0 \uc2a4\ud0dc\uadf8\ud50c\ub808\uc774\uc158 \uc6b0\ub824 \uc644\ud654\u2026\ubbf8 \uc99d\uc2dc \u2018\uc0ac\uc0c1 \ucd5c\uace0\u2019 \uacbd\uc2e0. S&P500\u00b7\ub098\uc2a4\ub2e5 \uae09\ub4f1, \ubc18\ub3c4\uccb4\u00b7AMD 18% \ud3ed\ubc1c. \ud558\uc774\uc77c\ub4dc \uc2a4\ud504\ub808\ub4dc \ucd95\uc18c\u00b7VIX 13, \ub9ac\uc2a4\ud06c\uc628 \uac15\ud654.<\/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-46402","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\/46402","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=46402"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46402\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46402"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46402"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46402"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}