{"id":46445,"date":"2026-05-07T22:57:06","date_gmt":"2026-05-07T22:57:06","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%9d%b4%eb%9e%80-%ed%98%91%ec%83%81%ea%b3%bc-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c%ec%97%90-%ed%88%ac%ec%9e%90%ec%8b%ac%eb%a6%ac-%ec%b6%9c%eb%a0%81%ec%9b%94%ea%b0%80-%ec%95%bd%ec%84%b8\/"},"modified":"2026-05-07T22:57:06","modified_gmt":"2026-05-07T22:57:06","slug":"%ec%9d%b4%eb%9e%80-%ed%98%91%ec%83%81%ea%b3%bc-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c%ec%97%90-%ed%88%ac%ec%9e%90%ec%8b%ac%eb%a6%ac-%ec%b6%9c%eb%a0%81%ec%9b%94%ea%b0%80-%ec%95%bd%ec%84%b8","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%9d%b4%eb%9e%80-%ed%98%91%ec%83%81%ea%b3%bc-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c%ec%97%90-%ed%88%ac%ec%9e%90%ec%8b%ac%eb%a6%ac-%ec%b6%9c%eb%a0%81%ec%9b%94%ea%b0%80-%ec%95%bd%ec%84%b8\/","title":{"rendered":"\uc774\ub780 \ud611\uc0c1\uacfc \uc2e4\uc801 \ubc1c\ud45c\uc5d0 \ud22c\uc790\uc2ec\ub9ac \ucd9c\ub801\u2026\uc6d4\uac00 \uc57d\uc138, \ud2b8\ub808\uc774\ub354\ub4e4 VIX \ud5e4\uc9c0 \uc8fc\ubaa9"},"content":{"rendered":"

\ubbf8\uad6d \uc99d\uc2dc\ub294 \ubaa9\uc694\uc77c \uc624\ud6c4 \ud558\ub77d\ud588\ub2e4. \ub2e4\uc6b0\uc874\uc2a4\uc0b0\uc5c5\ud3c9\uade0\uc9c0\uc218(DJIA)\ub294 \uc57d 0.4% \ub0b4\ub9ac\uba70 50,100\uc120\uc5d0 \uadfc\uc811\ud588\ub2e4\uac00 50,000\uc120 \uc544\ub798\ub85c \ub0b4\ub824\uc654\ub2e4. \uc2a4\ud0e0\ub354\ub4dc\uc564\ub4dc\ud478\uc5b4\uc2a4(S&P) 500\uc9c0\uc218\ub294 \uc7a5\uc911 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uc0c8\ub85c \uc4f4 \ub4a4 \ud558\ub77d \uc804\ud658\ud574 \uc57d -0.3%\ub97c \uae30\ub85d\ud588\uace0, \ub098\uc2a4\ub2e5\uc9c0\uc218\ub3c4 \uc18c\ud3ed \uc57d\uc138\uc600\ub2e4.<\/p>\n

\uc911\uc18c\ud615\uc8fc\ub294 \uac00\uc7a5 \ud06c\uac8c \ubd80\uc9c4\ud588\ub2e4. \uc18c\ud615\uc8fc \uc9c0\uc218\uc778 \ub7ec\uc1402000\uc9c0\uc218\ub294 1% \uac00\uae4c\uc774 \ud558\ub77d\ud588\ub2e4. \uc7a5 \ucd08\ubc18\uc5d0\ub294 \uc774\ub780\uc774 \ubbf8\uad6d\uc758 14\uac1c \ud56d\ubaa9 \uc81c\uc548\uc744 \uac80\ud1a0 \uc911\uc774\uba70, \ud30c\ud0a4\uc2a4\ud0c4\uc744 \ud1b5\ud55c \uc911\uc7ac\ub85c \ubaa9\uc694\uc77c \ub2f5\ubcc0\ud560 \uc218 \uc788\ub2e4\ub294 \ubcf4\ub3c4\ub85c \uc0c1\uc2b9\uc138\uac00 \ub098\uc654\ub2e4. \ubcf4\ub3c4\uc5d0 \ub530\ub974\uba74 30\uc77c\uac04\uc758 \ud611\uc0c1 \uae30\uac04\uc744 \ub450\uace0 \ud575 \ub18d\ucd95(\uc6b0\ub77c\ub284 \ub18d\ucd95 \uac19\uc740 \ud575\uc5f0\ub8cc \uc0dd\uc0b0 \uacfc\uc815), \ub3d9\uacb0 \uc790\uc0b0, \ud638\ub974\ubb34\uc988 \ud574\ud611 \uc548\uc804 \ubb38\uc81c \ub4f1\uc744 \ub17c\uc758\ud558\ub294 \ub0b4\uc6a9\uc774 \ud3ec\ud568\ub410\ub2e4.<\/p>\n

\uc720\uac00\uc640 \uc9c0\uc815\ud559\uc774 \uc2dc\uc7a5\uc744 \uc6c0\uc9c1\uc5ec<\/h3>\n

\ud574\ub2f9 \uacc4\ud68d\uc740 \uc804\uc7c1 \uc885\ub8cc\ub97c \uc120\uc5b8\ud558\ub294 \ub0b4\uc6a9\uc774\uc9c0\ub9cc, \uc7c1\uc810\uc740 \ub0a8\uc544 \uc788\ub2e4. \ubbf8\uad6d\uc758 \ud574\uc0c1 \ubd09\uc1c4(\uad70\ud568\uc73c\ub85c \ud574\ub2f9 \ud574\uc5ed\uc758 \uc774\ub3d9\uc744 \uc81c\ud55c\ud558\ub294 \uc870\uce58)\uc640 \ud638\ub974\ubb34\uc988 \ud574\ud611 \ud1b5\uacfc\uc5d0 \uad00\ud55c \uc774\ub780\uc758 \u2018\uc0c8 \uc808\ucc28\u2019 \ub4f1\uc774 \uc870\uac74\uc73c\ub85c \uac70\ub860\ub418\uba70 \uc774\uacac\uc774 \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4. \uc720\uac00\ub294 \ud558\ub77d\ud588\ub2e4\uac00 \uc9c4\uc815\ub410\ub2e4. \uc11c\ubd80\ud14d\uc0ac\uc2a4\uc0b0\uc6d0\uc720(WTI\u00b7\ubbf8\uad6d \uc6d0\uc720 \uc120\ubb3c\uc758 \uae30\uc900 \uac00\uaca9)\ub294 \ud55c\ub54c \ubc30\ub7f4\ub2f9 90\ub2ec\ub7ec \uc544\ub798\ub85c \ub0b4\ub824\uac14\uace0, \ube0c\ub80c\ud2b8\uc720(\uc720\ub7fd\u00b7\uc911\ub3d9\uc0b0 \uc6d0\uc720\uc758 \uae00\ub85c\ubc8c \uae30\uc900 \uac00\uaca9)\ub294 100\ub2ec\ub7ec \ubd80\uadfc\uc5d0\uc11c \uc6c0\uc9c1\uc600\ub2e4. \ubbf8\uad6d \ud718\ubc1c\uc720 \uac00\uaca9\uc740 \uac24\ub7f0\ub2f9 \uc57d 4.54\ub2ec\ub7ec\ub85c 2022\ub144 \uc774\ud6c4 \ucd5c\uace0 \uc218\uc900\uc774\uc5c8\ub2e4.<\/p>\n

\uae30\uc5c5 \uc2e4\uc801\uc740 \uc5c7\uac08\ub838\ub2e4. \ud3ec\ud2f0\ub137\uc740 \uc57d 15% \uc0c1\uc2b9\ud588\uace0 \ub3c4\uc5b4\ub300\uc2dc\ub294 \uc57d 10% \uac00\uae4c\uc774 \uc62c\ub790\ub2e4. \ub9e5\ub3c4\ub0a0\ub4dc\ub294 \uc8fc\ub2f9 2.83\ub2ec\ub7ec(\uc8fc\ub2f9\uc21c\uc774\uc775, EPS\u00b7\uae30\uc5c5 \uc774\uc775\uc744 \uc8fc\uc2dd \uc218\ub85c \ub098\ub208 \uc9c0\ud45c)\ub97c \uae30\ub85d\ud558\uba70 \uc57d 3% \uc0c1\uc2b9\ud588\ub2e4. \ud0dc\ud53c\uc2a4\ud2b8\ub9ac\ub294 \uc57d 3%, \uc571\ub7ec\ube48\uc740 \uc57d 4% \uc62c\ub790\ub2e4. \uc560\ud50c\uc740 \uc7a5\uc911 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \ucc0d\uc740 \ub4a4 \uc0c1\uc2b9\ud3ed\uc744 \uc904\uc600\ub2e4. \ubc18\uba74 Arm\uc740 \uc57d 7% \ud558\ub77d\ud588\uace0, \uc0c8 AGI(\ubc94\uc6a9 \uc778\uacf5\uc9c0\ub2a5\u00b7\uc5ec\ub7ec \uacfc\uc81c\ub97c \ub113\uac8c \uc218\ud589\ud558\ub3c4\ub85d \uc124\uacc4\ub41c AI)\uc6a9 CPU(\uc911\uc559\ucc98\ub9ac\uc7a5\uce58\u00b7\ucef4\ud4e8\ud130\uc758 \ud575\uc2ec \uc5f0\uc0b0 \uc7a5\uce58)\uc640 \uc5f0\uad00\ub41c \uc218\uc694 \uc57d 10\uc5b5\ub2ec\ub7ec\ub97c \uc5b8\uae09\ud588\ub2e4. \uc6d4\ud480\uc740 \uc2e4\uc801 \ubd80\uc9c4\uacfc \ubc30\ub2f9 \uc911\ub2e8\uc73c\ub85c \ud558\ub77d\ud588\uace0, \uc170\uc774\ud06c\uc171\uc740 \uc57d 19% \uae09\ub77d\ud588\ub2e4. \uc9c8\ub85c\ub294 \uc57d 5% \ub0b4\ub838\uace0, \uc544\uc774\uc628\ud050\ub294 8% \ub118\uac8c \ub5a8\uc5b4\uc84c\ub2e4.<\/p>\n

\ubbf8\uad6d \uc2e0\uaddc \uc2e4\uc5c5\uc218\ub2f9 \uccad\uad6c\uac74\uc218(Initial Jobless Claims\u00b7\uc2e4\uc9c1\uc790\uac00 \ucc98\uc74c\uc73c\ub85c \uc2e4\uc5c5\uae09\uc5ec\ub97c \uc2e0\uccad\ud55c \uac74\uc218)\ub294 20\ub9cc\uac74\uc73c\ub85c, \uc608\uc0c1\uce58 20\ub9cc5\ucc9c\uac74\uc744 \ubc11\ub3cc\uc558\ub2e4. \uacc4\uc18d \uc2e4\uc5c5\uc218\ub2f9 \uccad\uad6c(Continuing Claims\u00b7\uc2e4\uc5c5\uae09\uc5ec\ub97c \uacc4\uc18d \ubc1b\ub294 \uc0ac\ub78c\uc758 \uac74\uc218)\ub294 176\ub9cc6\ucc9c\uac74\uc774\uc5c8\ub2e4. \ub178\ub3d9\uc0dd\uc0b0\uc131(\uc77c\ud55c \uc2dc\uac04 \ub300\ube44 \uc0dd\uc0b0\ub7c9)\uc740 0.8% \uc99d\uac00\ud574 \uc608\uc0c1\uce58 1.1%\ub97c \ud558\ud68c\ud588\uace0, \ub2e8\uc704\ub178\ub3d9\ube44\uc6a9(Unit labour costs\u00b7\uc81c\ud488 1\ub2e8\uc704\ub97c \ub9cc\ub4dc\ub294 \ub370 \ub4dc\ub294 \ub178\ub3d9\ube44)\uc740 2.3%\uc600\ub2e4. 4\uc6d4 \ud574\uace0 \ubc1c\ud45c(Job-cut announcements\u00b7\uae30\uc5c5\uc774 \uacf5\uac1c\uc801\uc73c\ub85c \ubc1c\ud45c\ud55c \uac10\uc6d0 \uacc4\ud68d)\ub294 \uc804\ub144 \ub300\ube44 \uc57d 38% \ub298\uc5c8\ub2e4. 5\uc6d4 \ube44\ub18d\uc5c5 \uace0\uc6a9(NFP\u00b7\ub18d\uc5c5\uc744 \uc81c\uc678\ud55c \uc2e0\uaddc \uace0\uc6a9\uc790 \uc218)\uc740 6\ub9cc2\ucc9c\uba85(\uc608\uc0c1)\uc73c\ub85c 17\ub9cc8\ucc9c\uba85(\uc774\uc804 \uc218\uce58)\ubcf4\ub2e4 \ub0ae\uac8c \uc804\ub9dd\ub410\uace0, \uc2e4\uc5c5\ub960\uc740 4.3%\ub85c \uc608\uc0c1\ub410\ub2e4.<\/p>\n

\uace0\uc6a9 \uc9c0\ud45c\uac00 \ubcc0\ub3d9\uc131\uc744 \ud0a4\uc6b8 \uc218 \uc788\uc5b4<\/h3>\n

Arm \ud640\ub529\uc2a4\uc758 \uc2e4\uc801 \ubc1c\ud45c\ub294 AI \uc218\uc694\uac00 \ucca8\ub2e8 \uce69\uc758 \ubb3c\ub9ac\uc801 \uacf5\uae09(\uc2e4\uc81c\ub85c \uc0dd\uc0b0\ud574 \uacf5\uae09\ud560 \uc218 \uc788\ub294 \ubb3c\ub7c9)\uc744 \uc55e\uc9c0\ub974\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub410\ub2e4. \uc774\ub7f0 \ubcd1\ubaa9(\uc218\uc694\ub294 \ub9ce\uc740\ub370 \uacf5\uae09\u00b7\uacf5\uc815\uc774 \ub530\ub77c\uac00\uc9c0 \ubabb\ud574 \uc0dd\uae30\ub294 \uc815\uccb4)\uc740 \ubc18\ub3c4\uccb4 \uc7a5\ube44\uc5c5\uccb4(\uce69\uc744 \ub9cc\ub4dc\ub294 \ub178\uad11\u00b7\uc2dd\uac01\u00b7\uc99d\ucc29 \uc7a5\ube44 \ub4f1\uc744 \uacf5\uae09\ud558\ub294 \uae30\uc5c5)\uc5d0 \uc720\ub9ac\ud558\ub2e4. AI \ud655\uc0b0\uc774 2024~2025\ub144\uc5d0 \ube68\ub77c\uc9c0\uba70 \uc774\ub4e4 \uc5c5\uccb4\uc758 \uc218\uc8fc \uc794\uace0(order books\u00b7\ud655\uc815\ub41c \uc8fc\ubb38 \ub204\uc801)\ub294 \ub9e4\uc6b0 \uac15\ud55c \ud750\ub984\uc744 \ubcf4\uc600\ub2e4\ub294 \ud3c9\uac00\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0ac\uac70\ub098 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ud65c\uc6a9\ud574 \ubc18\ub3c4\uccb4 \uc7a5\ube44\uc5c5\uccb4\uc5d0\ub294 \ub9e4\uc218(\ub871\u00b7\uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ubca0\ud305)\ud558\uace0, \uacf5\uae09 \ubb38\uc81c\ub97c \uc5b8\uae09\ud558\ub294 \uc124\uacc4 \uae30\uc5c5\uc5d0\ub294 \ub9e4\ub3c4 \uad00\uc810(\uc57d\uc138 \ubca0\ud305)\uc744 \ucde8\ud558\ub294 \ud398\uc5b4 \ud2b8\ub808\uc774\ub4dc(\ube44\uc2b7\ud55c \uc5c5\uc885\uc758 \ub450 \uc790\uc0b0\uc744 \ub3d9\uc2dc\uc5d0 \uc0ac\uace0\ud314\uc544 \uc0c1\ub300 \uc131\uacfc\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5)\uac00 \ub300\uc548\uc73c\ub85c \uac70\ub860\ub410\ub2e4.<\/p>\n

\uae08\uc694\uc77c \uace0\uc6a9\ubcf4\uace0\uc11c\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \uc608\uc0c1\uce58\uac00 6\ub9cc2\ucc9c\uba85\uc73c\ub85c \ub9e4\uc6b0 \ub0ae\uc544, \uacb0\uacfc\uac00 \uc870\uae08\ub9cc \ube57\ub098\uac00\ub3c4 \ubc18\uc751\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4\ub294 \uad00\uce21\uc774 \ub098\uc628\ub2e4. \uc218\uce58\uac00 \uc57d\ud558\uba74 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\ubbf8\uad6d \uc911\uc559\uc740\ud589)\uac00 \ub9e4\ud30c\uc801(\ubb3c\uac00 \uc5b5\uc81c\ub97c \uc704\ud574 \uae08\ub9ac \uc778\uc0c1\u00b7\uae34\ucd95\uc744 \uc120\ud638) \ud0dc\ub3c4\ub97c \uc644\ud654\ud560 \uc218 \uc788\uace0, \ubc18\ub300\ub85c \uac15\ud558\uba74 \uac15\uacbd \ubc1c\uc5b8\uc774 \uc815\ub2f9\ud654\ub418\uba70 \uc8fc\uc2dd\uc5d0 \ubd80\ub2f4\uc774 \ub420 \uc218 \uc788\ub2e4. \uc774\ub7f0 \uc591\uc790\ud0dd\uc77c\uc2dd(\uc0c1\ubc18\ub41c \ub450 \uacb0\uacfc \uac00\uc6b4\ub370 \ud558\ub098\ub85c \ud06c\uac8c \uac08\ub9b4 \uc218 \uc788\ub294) \uc0c1\ud669\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574, \ubc1c\ud45c \uc804 \uc8fc\uc694 \uc9c0\uc218\uc5d0 \uc2a4\ud2b8\ub798\ub4e4(straddle\u00b7\uac19\uc740 \ub9cc\uae30\u00b7\uac19\uc740 \ud589\uc0ac\uac00\ub85c \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \ub9e4\uc218\ud574 \ubc29\ud5a5\uacfc \ubb34\uad00\ud558\uac8c \ud070 \ubcc0\ub3d9\uc5d0 \ubca0\ud305)\uc744 \uac80\ud1a0\ud55c\ub2e4\ub294 \ub0b4\uc6a9\uc774 \uc81c\uc2dc\ub410\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\ub274\uc695\uc99d\uc2dc, \uc0ac\uc0c1 \ucd5c\uace0 \uacbd\uc2e0 \ub4a4 \uae09\ub77d \uc804\ud658\u2026\ub2e4\uc6b0\u00b7S&P \uc57d\uc138, \ub7ec\uc1402000 1%\u2193. \uc774\ub780 \ud611\uc0c1 \uae30\ub300\u00b7\uc720\uac00 \ubcc0\ub3d9 \uc18d \uace0\uc6a9\uc9c0\ud45c\uac00 \ubcc0\uc218. NFP \ub0ae\uc740 \uc804\ub9dd\uc5d0 \ubcc0\ub3d9\uc131 \ud655\ub300, \uc635\uc158 \uc2a4\ud2b8\ub798\ub4e4 \ubd80\uc0c1.<\/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-46445","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\/46445","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=46445"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46445\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46445"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46445"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46445"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}