{"id":46658,"date":"2026-05-14T04:24:46","date_gmt":"2026-05-14T04:24:46","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/ai-%ec%88%98%ec%a3%bc-%ec%9e%94%ea%b3%a0%ea%b0%80-%ec%9e%90%eb%b3%b8%ec%a7%80%ec%b6%9c%ec%9d%84-%eb%92%b7%eb%b0%9b%ec%b9%a8%ed%95%98%eb%a9%b0-%ec%98%a4%eb%9d%bc%ed%81%b4-%ec%a3%bc%ea%b0%80-%ec%83%81\/"},"modified":"2026-05-14T04:24:46","modified_gmt":"2026-05-14T04:24:46","slug":"ai-%ec%88%98%ec%a3%bc-%ec%9e%94%ea%b3%a0%ea%b0%80-%ec%9e%90%eb%b3%b8%ec%a7%80%ec%b6%9c%ec%9d%84-%eb%92%b7%eb%b0%9b%ec%b9%a8%ed%95%98%eb%a9%b0-%ec%98%a4%eb%9d%bc%ed%81%b4-%ec%a3%bc%ea%b0%80-%ec%83%81","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/analysis\/ai-%ec%88%98%ec%a3%bc-%ec%9e%94%ea%b3%a0%ea%b0%80-%ec%9e%90%eb%b3%b8%ec%a7%80%ec%b6%9c%ec%9d%84-%eb%92%b7%eb%b0%9b%ec%b9%a8%ed%95%98%eb%a9%b0-%ec%98%a4%eb%9d%bc%ed%81%b4-%ec%a3%bc%ea%b0%80-%ec%83%81\/","title":{"rendered":"AI \uc218\uc8fc \uc794\uace0\uac00 \uc790\ubcf8\uc9c0\ucd9c\uc744 \ub4b7\ubc1b\uce68\ud558\uba70 \uc624\ub77c\ud074 \uc8fc\uac00 \uc0c1\uc2b9"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/05\/ORCL1-1024x573.webp\" alt=\"\" class=\"wp-image-50115\"\/><\/figure>\n\n\n\n<p><strong>\ud575\uc2ec \uc694\uc57d<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc624\ub77c\ud074\uc740 <strong>189.98<\/strong>\uc5d0 \uac70\ub798\ub418\uba70 <strong>4.13<\/strong>(<strong>2.2%<\/strong>) \uc0c1\uc2b9\ud588\ub2e4. \uc7a5\uc911 \uace0\uc810\uc740 <strong>191.43<\/strong>\uc774\ub2e4.<\/li>\n\n\n\n<li>\uc6e8\ub4dc\ubd80\uc2dc\ub294 \uc624\ub77c\ud074\uc758 AI(\uc778\uacf5\uc9c0\ub2a5) \uad00\ub828 \ud22c\uc790\uac00 \u2018\ucd94\uce21\uc131 \ud655\uc7a5\u2019\uc774 \uc544\ub2c8\ub77c, \ud655\uc778 \uac00\ub2a5\ud55c \uc218\uc694\uc640 \uc7a5\uae30 \uace0\uac1d \uc57d\uc815(\uc7a5\uae30\uac04 \uad6c\ub9e4\u00b7\uc0ac\uc6a9 \uacc4\uc57d)\uc5d0 \uae30\ubc18\ud55c\ub2e4\uace0 \ud3c9\uac00\ud588\ub2e4.<\/li>\n\n\n\n<li>\uc624\ub77c\ud074\uc758 \u2018\uc124\ube44\ud22c\uc790(Capex\u00b7\uc790\ubcf8\uc801\uc9c0\ucd9c) \ub300\ube44 RPO(\uc794\uc5ec\uc774\ud589\uc758\ubb34\u00b7\uacc4\uc57d\uc73c\ub85c \ud655\ubcf4\ud588\uc9c0\ub9cc \uc544\uc9c1 \ub9e4\ucd9c\ub85c \uc778\uc2dd\ud558\uc9c0 \uc54a\uc740 \uae08\uc561) \ube44\uc728\u2019\uc740 \uc57d <strong>9%<\/strong>\ub85c, \uacbd\uc7c1\uc0ac \ud3c9\uade0 <strong>33.6%<\/strong>\ub97c \ud06c\uac8c \ubc11\ub3c8\ub2e4.<\/li>\n\n\n\n<li>\uae00\ub85c\ubc8c \uc99d\uc2dc \uc804\ubc18\uc5d0\uc11c AI \uae30\ub300\ub294 \uc9c0\uc18d\ub418\uc9c0\ub9cc, \ubb3c\uac00 \uc0c1\uc2b9(\uc778\ud50c\ub808\uc774\uc158)\uacfc \uae08\ub9ac \uc0c1\uc2b9 \uc804\ub9dd\uc740 \uc8fc\uac00(\ubc38\ub958\uc5d0\uc774\uc158) \uc0c1\ub2e8\uc744 \uc81c\ud55c\ud560 \uc218 \uc788\ub2e4.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<p>\uc624\ub77c\ud074 \uc8fc\uac00\ub294 \uc6e8\ub4dc\ubd80\uc2dc\uac00 \u201c\uc2dc\uc7a5\uc774 \uc624\ub77c\ud074\uc758 AI \ud22c\uc790 \uc0ac\uc774\ud074\uc744 \uc798\ubabb \ud574\uc11d\ud558\uace0 \uc788\uc744 \uc218 \uc788\ub2e4\u201d\uace0 \uc9c0\uc801\ud55c \ub4a4 \uc0c1\uc2b9\ud588\ub2e4. \uc624\ub77c\ud074\uc740 <strong>05\/13 22:59:58 GMT+3<\/strong> \uae30\uc900 <strong>189.98<\/strong>\uc5d0 \uac70\ub798\ub418\uba70 <strong>4.13<\/strong>(<strong>2.2%<\/strong>) \uc62c\ub790\ub2e4. \uc7a5\uc911 \uace0\uc810\uc740 <strong>191.43<\/strong>, \uc800\uc810\uc740 <strong>185.04<\/strong>, \uc2dc\uac00\ub294 <strong>188.14<\/strong>, \uc804\uc77c \uc885\uac00\ub294 <strong>185.85<\/strong>\uc600\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">To Wall Street, Oracle is a screaming buy. To many investors, however, the company\u2019s relationship with OpenAI, its sizable debt load and the durability of its software business have made owning the stock a risk. <a href=\"https:\/\/t.co\/KgcOAs4eZT\">https:\/\/t.co\/KgcOAs4eZT<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2050163328446537923?ref_src=twsrc%5Etfw\">May 1, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uc6e8\ub4dc\ubd80\uc2dc\ub294 \uc624\ub77c\ud074\uc758 \ub192\uc740 \uc124\ube44\ud22c\uc790(Capex)\ub97c \uc7ac\ubb34 \uac74\uc804\uc131\uc5d0 \ub300\ud55c \uacbd\uace0 \uc2e0\ud638\uac00 \uc544\ub2c8\ub77c, \uc804\ub7b5\uc801 \ud22c\uc790\ub85c \ud574\uc11d\ud588\ub2e4. AI \uc0ac\uc774\ud074\uc758 \ub2e4\uc74c \ub2e8\uacc4\uc5d0\uc11c\ub294 \uc778\ud504\ub77c(\uc11c\ubc84\u00b7\ub124\ud2b8\uc6cc\ud06c\u00b7\ub370\uc774\ud130\uc13c\ud130 \uac19\uc740 \uae30\ubc18 \uc2dc\uc124), \uc131\ub2a5, \ub370\uc774\ud130 \uc811\uadfc\uc131\uc774 \ub354 \uc911\uc694\ud574\uc9c0\ub294\ub370 \uc624\ub77c\ud074\uc774 \uc774\ub97c \ub300\ube44\ud558\uace0 \uc788\ub2e4\ub294 \uc124\uba85\uc774\ub2e4.<\/p>\n\n\n\n<p>\uc624\ub77c\ud074\uc758 \u2018\uc124\ube44\ud22c\uc790 \ub300\ube44 RPO \ube44\uc728\u2019\uc740 \uc57d <strong>9%<\/strong>\ub85c \uacbd\uc7c1\uc0ac \ud3c9\uade0 <strong>33.6%<\/strong>\ubcf4\ub2e4 \ub0ae\ub2e4. \uc774\ub294 \ubd88\ud655\uc2e4\ud55c \uc131\uc7a5\uc744 \ucad3\uc544 \ud22c\uc790\ud558\uae30\ubcf4\ub2e4, \uacc4\uc57d\uc73c\ub85c \ud655\uc778\ub41c \uc218\uc694\uc5d0 \ub9de\ucdb0 \uc9c0\ucd9c\ud558\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n\n\n\n<p>\uc774\ub7f0 \uad6c\uc870\ub294 \uc8fc\uac00 \uc0c1\uc2b9 \ub17c\ub9ac\ub97c \ubd84\uba85\ud558\uac8c \ub9cc\ub4e0\ub2e4. \uc624\ub77c\ud074\uc740 \ub2e8\uc21c\ud788 \u2018\ud074\ub77c\uc6b0\ub4dc \uc131\uc7a5 \uc2a4\ud1a0\ub9ac\u2019\ub9cc \ud30c\ub294 \uac83\uc774 \uc544\ub2c8\ub77c, AI \uc778\ud504\ub77c \ud655\uc7a5\uc774 \uc218\uc8fc \uc794\uace0(\ud5a5\ud6c4 \ub9e4\ucd9c\ub85c \uc804\ud658\ub420 \uacc4\uc57d \ubb3c\ub7c9)\ub97c \uc2e4\uc81c \ub9e4\ucd9c, \uace0\uac1d \uc720\uc9c0, \uc774\uc775\ub960 \uac1c\uc120\uc73c\ub85c \uc774\uc5b4\uac08 \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc8fc\ub824 \ud55c\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc218\uc8fc \uc794\uace0\uac00 \uc624\ub77c\ud074\uc758 AI \ub17c\ub9ac\ub97c \uac15\ud654<\/h2>\n\n\n\n<p>\uc624\ub77c\ud074\uc758 RPO(\uc794\uc5ec\uc774\ud589\uc758\ubb34)\ub294 \ud22c\uc790 \ud310\ub2e8\uc758 \ud575\uc2ec \uc694\uc18c\ub85c \ubd80\uc0c1\ud588\ub2e4. \ucd5c\uadfc \uc5ec\ub7ec \uc560\ub110\ub9ac\uc2a4\ud2b8\ub294 \uc624\ub77c\ud074 RPO\ub97c \uc57d <strong>5,530\uc5b5\ub2ec\ub7ec<\/strong>\ub85c \ucd94\uc0b0\ud558\uba70, \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c \uc218\uc694\uac00 \ucee4\uc9c8\uc218\ub85d \u2018\uacc4\uc57d \uae30\ubc18 \ub9e4\ucd9c\u2019\uc774 \uc5bc\ub9c8\ub098 \ube60\ub974\uac8c \ud604\uc2e4\ud654\ub418\ub294\uc9c0 \ucd94\uc801\ud560 \uadfc\uac70\uac00 \ub41c\ub2e4\uace0 \ubcf8\ub2e4.<\/p>\n\n\n\n<p>\uc774\uc81c \uc7c1\uc810\uc740 \uc2e4\ud589\ub825\uc774\ub2e4. \ub300\uaddc\ubaa8 \ud22c\uc790\ub294 \ub2e8\uae30\uc801\uc73c\ub85c \uc789\uc5ec\ud604\uae08\ud750\ub984(Free Cash Flow\u00b7\uc601\uc5c5\ud65c\ub3d9\uc73c\ub85c \ubc8c\uc5b4 \uc2e4\uc81c\ub85c \ub0a8\ub294 \ud604\uae08)\uc744 \uc545\ud654\uc2dc\ud0ac \uc218 \uc788\ub2e4. \ub2e4\ub9cc AI \uc791\uc5c5(\uc6cc\ud06c\ub85c\ub4dc\u00b7AI \uc5f0\uc0b0\uacfc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5d0 \ud544\uc694\ud55c \ucc98\ub9ac\ub7c9)\uc774 \ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uacc4\uc57d\uc73c\ub85c \ub354 \uc774\ub3d9\ud55c\ub2e4\uba74, \uc624\ub77c\ud074\uc758 \uacbd\uc7c1\ub825\uc740 \uc624\ud788\ub824 \uac15\ud654\ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Michael Burry saying Anthropic was &quot;eating&quot; <a href=\"https:\/\/twitter.com\/search?q=%24PLTR&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$PLTR<\/a> was &quot;like fire in a crowded theater,&quot; Wedbush Securities managing director <a href=\"https:\/\/twitter.com\/DivesTech?ref_src=twsrc%5Etfw\">@DivesTech<\/a> says. <br><br>&quot;That is just stroking fear,&quot; but it creates a &quot;massive opportunity&quot; to own one of the key leaders in the AI revolution, he added. <a href=\"https:\/\/t.co\/438GPx9OPM\">pic.twitter.com\/438GPx9OPM<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/twitter.com\/YahooFinance\/status\/2042606823073538104?ref_src=twsrc%5Etfw\">April 10, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uc6e8\ub4dc\ubd80\uc2dc\ub294 \uc624\ub77c\ud074\uc774 \u2018\ub180\ub9ac\ub294 \uc124\ube44(\uc720\ud734 \uc124\ube44)\u2019\ub97c \ub9cc\ub4e4\uae30 \uc704\ud574 \ud22c\uc790\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c, \ud655\uc778\ub41c \uace0\uac1d \uc218\uc694\ub97c \ub9de\ucd94\uae30 \uc704\ud574 \uc9c0\ucd9c\ud558\uace0 \uc788\ub2e4\ub294 \uad00\uc810\uc744 \ub4b7\ubc1b\uce68\ud588\ub2e4.<\/p>\n\n\n\n<p>\uc2dc\uc7a5\uc740 \uc55e\uc73c\ub85c \uc218\uc8fc \uc794\uace0\uac00 \ud074\ub77c\uc6b0\ub4dc \ub9e4\ucd9c \uc99d\uac00\ub85c \uc774\uc5b4\uc9c0\ub294\uc9c0\uc5d0 \uc8fc\ubaa9\ud560 \uc804\ub9dd\uc774\ub2e4. \uc624\ub77c\ud074\uc774 \uc778\ud504\ub77c \ub9e4\ucd9c \uc131\uc7a5\uc744 \ub04c\uc5b4\uc62c\ub9ac\uba74\uc11c\ub3c4 \uc774\uc775\ub960\uc744 \ubc29\uc5b4\ud558\uba74, \uc2dc\uc7a5\uc740 \ub354 \ub192\uc740 AI \ud504\ub9ac\ubbf8\uc5c4(\uc8fc\uac00\uc218\uc775\ube44\uc728 \ub4f1\uc5d0\uc11c \ub354 \ube44\uc2f8\uac8c \ud3c9\uac00)\uc744 \ubd80\uc5ec\ud560 \uc218 \uc788\ub2e4. \ubc18\ub300\ub85c \uc124\ube44\ud22c\uc790\uac00 \ub9e4\ucd9c \uc804\ud658 \uc18d\ub3c4\ubcf4\ub2e4 \ube60\ub974\uac8c \ub298\uba74, \uac15\uc810\uc774\ub358 \ud22c\uc790\uac00 \ubc38\ub958\uc5d0\uc774\uc158(\uae30\uc5c5\uac00\uce58 \ud3c9\uac00) \uc704\ud5d8\uc73c\ub85c \ubc14\ub014 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI \ubaa8\uba58\ud140\uc774 \uae30\uc220\uc8fc \uc804\ubc18\uc744 \uc9c0\uc9c0<\/h2>\n\n\n\n<p>\uc624\ub77c\ud074\uc758 \uc8fc\uac00 \ud750\ub984\uc740 \uae00\ub85c\ubc8c \uc99d\uc2dc \uc804\ubc18\uc758 \u2018AI \uc8fc\ub3c4 \ub7a0\ub9ac\u2019\uc640 \ub9de\ub2ff\uc544 \uc788\ub2e4. \uc544\uc2dc\uc544\u00b7\ud0dc\ud3c9\uc591 \uc99d\uc2dc\ub294 AI \uae30\ub300\uc5d0 \ud798\uc785\uc5b4 \ubc18\ub3c4\uccb4 \uad00\ub828 \uc885\ubaa9\uc774 \uac15\uc138\ub97c \ubcf4\uc774\uba70 \ubaa9\uc694\uc77c \uc0c1\uc2b9\ud588\ub2e4. MSCI \uc544\uc2dc\uc544\u00b7\ud0dc\ud3c9\uc591 \uc9c0\uc218\ub294 <strong>1.2%<\/strong> \uc62c\ub790\uace0, \ud55c\uad6d \ucf54\uc2a4\ud53c\ub294 <strong>1.7%<\/strong> \uc0c1\uc2b9\ud588\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc2dc\uac00\ucd1d\uc561 <strong>1\uc870\ub2ec\ub7ec<\/strong>\uc5d0 \uadfc\uc811\ud558\uba70, AI \uc778\ud504\ub77c \uc218\uc694\uac00 \uc5bc\ub9c8\ub098 \uac15\ud558\uac8c \uc8fc\uac00\uc5d0 \ubc18\uc601\ub418\uace0 \uc788\ub294\uc9c0 \ubcf4\uc5ec\uc92c\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Asia-Pacific stocks eye higher open as Trump lands in Beijing for high-stakes Xi meeting <a href=\"https:\/\/t.co\/Zqvs6eevSm\">https:\/\/t.co\/Zqvs6eevSm<\/a><\/p>&mdash; CNBC (@CNBC) <a href=\"https:\/\/twitter.com\/CNBC\/status\/2054711569594888617?ref_src=twsrc%5Etfw\">May 13, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\ubbf8\uad6d \uc2dc\uc7a5\ub3c4 \uac19\uc740 \ud750\ub984\uc774\ub2e4. S&amp;P500\uacfc \ub098\uc2a4\ub2e5\uc740 \uc218\uc694\uc77c \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub85c \ub9c8\uac10\ud588\ub2e4. AI \uad00\ub828 \uae30\uc220\uc8fc\uc640 \ubc18\ub3c4\uccb4\uc8fc\uac00 \uc0c1\uc2b9\uc744 \uc774\ub04c\uc5c8\ub2e4. \ubb3c\uac00 \uc9c0\ud45c\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ub192\uc558\ub294\ub370\ub3c4 \ub7a0\ub9ac\uac00 \uc774\uc5b4\uc84c\ub2e4\ub294 \uc810\uc740, \ub2f9\ubd84\uac04 \uc2dc\uc7a5\uc774 \uae08\ub9ac \uc704\ud5d8\ubcf4\ub2e4 AI\ub85c \uc778\ud55c \uc774\uc775 \uc99d\uac00 \uac00\ub2a5\uc131\uc744 \ub354 \ud06c\uac8c \ubcf4\uace0 \uc788\uc74c\uc744 \uc758\ubbf8\ud55c\ub2e4.<\/p>\n\n\n\n<p>\uc624\ub77c\ud074\uc740 AI \uc778\ud504\ub77c \uc9c0\ucd9c\uacfc \uac00\uae4c\uc6b4 \uc704\uce58\uc5d0 \uc788\uc5b4 \uc774\ub7f0 \ud658\uacbd\uc758 \uc218\ud61c\ub97c \ubc1b\ub294\ub2e4. \uc5d4\ube44\ub514\uc544, <a href=\"https:\/\/www.vtmarkets.com\/opinion\/amd-stock-ai-growth-valuation-test\/\" target=\"_blank\" rel=\"noreferrer noopener\">AMD<\/a>, \uc624\ub77c\ud074, \ud074\ub77c\uc6b0\ub4dc \uc5c5\uccb4, \ub370\uc774\ud130\uc13c\ud130 \uad00\ub828 \uae30\uc5c5\uc740 \uac19\uc740 \ud22c\uc790 \ud14c\ub9c8\ub85c \ubb36\uc5ec \uc6c0\uc9c1\uc774\ub294 \uacbd\uc6b0\uac00 \ub9ce\ub2e4. \uacb0\uad6d \uc2b9\uc790\ub294 AI \uc218\uc694\uac00 \ud06c\ub2e4\ub294 \uac83\ubfd0 \uc544\ub2c8\ub77c, \uc218\uc775\uc73c\ub85c \uc5f0\uacb0\ub41c\ub2e4\ub294 \uc810\uc744 \uc99d\uba85\ud574\uc57c \ud55c\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-pullquote\"><blockquote><p><strong><em>\uc2dc\uc7a5 \uc774\ud574\ub294 \ub354 \uc790\uc2e0 \uc788\ub294 \ud2b8\ub808\uc774\ub354\uac00 \ub418\uae30 \uc704\ud55c \ucd9c\ubc1c\uc810\uc774\ub2e4. \uc608\uc815\ub41c <a href=\"https:\/\/zoom.us\/webinar\/register\/6417787258141\/WN_EMGhsN4tRVWD7fx18c1B6w\">\uc6e8\ube44\ub098<\/a>\uc5d0\uc11c \ubbf8\uad6d \uc8fc\uac00\uc9c0\uc218\uc758 \uc791\ub3d9 \ubc29\uc2dd, \uc2dc\uc7a5\uc744 \uc6c0\uc9c1\uc774\ub294 \uc694\uc778, \ucd08\ubcf4\uc790\uac00 \uccb4\uacc4\uc801\uc73c\ub85c \ub9e4\ub9e4\uc5d0 \uc811\uadfc\ud558\ub294 \ubc29\ubc95\uc744 \ub2e4\ub8ec\ub2e4.<\/em><\/strong><\/p><\/blockquote><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">\uc778\ud50c\ub808\uc774\uc158\uacfc \uc5f0\uc900(Fed) \ub9ac\uc2a4\ud06c\ub294 \uc5ec\uc804\ud788 \uc0c1\ub2e8 \uc81c\ud55c<\/h2>\n\n\n\n<p>\uac70\uc2dc \ud658\uacbd(\uacbd\uc81c \uc804\ubc18\uc758 \ud750\ub984)\uc740 \ub2e8\uc21c\ud558\uc9c0 \uc54a\ub2e4. \ubbf8\uad6d \uc0dd\uc0b0\uc790\ubb3c\uac00\uc9c0\uc218(PPI\u00b7\uae30\uc5c5\uc774 \ud310\ub9e4\ud558\ub294 \ub2e8\uacc4\uc5d0\uc11c \ubc1b\ub294 \uac00\uaca9 \ubcc0\ub3d9\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 \uc9c0\ub09c\ub2ec <strong>1.4%<\/strong> \uc0c1\uc2b9\ud574 4\ub144 \ub9cc\uc5d0 \ucd5c\ub300\ud3ed\uc744 \uae30\ub85d\ud588\ub2e4. \ud638\ub974\ubb34\uc988 \ud574\ud611 \uad00\ub828 \uc6d0\uc720 \uacf5\uae09 \ucc28\uc9c8\uc774 \uc601\ud5a5\uc744 \uc92c\ub2e4. \uc774 \uc9c0\ud45c\ub85c \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\ubbf8 \uc911\uc559\uc740\ud589)\uc758 \ub2e8\uae30 \uae08\ub9ac \uc778\ud558 \uae30\ub300\uac00 \uc57d\ud574\uc84c\uace0, \uace0\uae08\ub9ac \uc7a5\uae30\ud654 \uac00\ub2a5\uc131\uc774 \ucee4\uc84c\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">US producer prices surprise with largest increase in four years <a href=\"https:\/\/t.co\/unTPGuZW5T\">https:\/\/t.co\/unTPGuZW5T<\/a> <a href=\"https:\/\/t.co\/unTPGuZW5T\">https:\/\/t.co\/unTPGuZW5T<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/twitter.com\/Reuters\/status\/2054625257672065200?ref_src=twsrc%5Etfw\">May 13, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uae08\ub9ac\uac00 \uc624\ub974\uba74 \ubbf8\ub798 \uc774\uc775 \ube44\uc911\uc774 \ud070 \uc131\uc7a5\uc8fc(\uc7a5\uae30 \uc131\uc7a5\uc8fc)\ub294 \uc8fc\uac00 \ubd80\ub2f4\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4. \uc624\ub77c\ud074\uc758 AI \uc2a4\ud1a0\ub9ac\uac00 \uc9c0\uc9c0 \uc694\uc778\uc774\uc9c0\ub9cc, \uc8fc\uc2dd\uc2dc\uc7a5\uc740 \uc5ec\uc804\ud788 \uad6d\ucc44\uae08\ub9ac, \uc778\ud50c\ub808\uc774\uc158, \ub2ec\ub7ec \uac15\uc138\uc5d0 \ubbfc\uac10\ud558\ub2e4.<\/p>\n\n\n\n<p>\ud2b8\ub7fc\ud504-\uc2dc\uc9c4\ud551 \uc815\uc0c1\ud68c\ub2f4\ub3c4 \ubcc0\uc218\ub2e4. \uc2dc\uc7a5\uc740 \ubbf8\u00b7\uc911 \ubb34\uc5ed, \uae30\uc220, \ucde8\uc57d\ud55c \ud734\uc804 \uc0c1\ud0dc\uc5d0 \ub300\ud55c \uc2e0\ud638\ub97c \ubcf4\uae30 \uc704\ud574 \ubca0\uc774\uc9d5 \ud611\uc0c1\uc744 \uc8fc\uc2dc\ud558\uace0 \uc788\ub2e4. \ubd84\uc704\uae30\uac00 \ub204\uadf8\ub7ec\uc9c0\uba74 \uae30\uc220\uc8fc\uc5d0 \uc6b0\ud638\uc801\uc77c \uc218 \uc788\ub2e4. \ubc18\ub300\ub85c \ubb34\uc5ed\u00b7\uc218\ucd9c \ud1b5\uc81c(\ud2b9\uc815 \uae30\uc220\u00b7\uc81c\ud488\uc758 \ud574\uc678 \ud310\ub9e4 \uc81c\ud55c)\uac00 \uac15\ud654\ub418\uba74, \ubc18\ub3c4\uccb4\u00b7\ud074\ub77c\uc6b0\ub4dc \uc6a9\ub7c9\u00b7\uad6d\uacbd \uac04 \uc218\uc694\uc5d0 \uc5f0\uacb0\ub41c AI \uc778\ud504\ub77c \uc885\ubaa9\uc5d0 \ubd80\ub2f4\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uae30\uc220\uc801 \ubd84\uc11d(\ucc28\ud2b8 \ubd84\uc11d)<\/h2>\n\n\n\n<p>\uc624\ub77c\ud074\uc740 4\uc6d4 \uc800\uc810\uc778 <strong>134.55<\/strong> \ubd80\uadfc\uc5d0\uc11c \uac15\ud558\uac8c \ubc18\ub4f1\ud574 \ud604\uc7ac <strong>189.98<\/strong> \uc548\ud30e\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\ub2e4. AI \uc778\ud504\ub77c\uc640 \uae30\uc5c5\uc6a9 \ud074\ub77c\uc6b0\ub4dc(\uc5d4\ud130\ud504\ub77c\uc774\uc988 \ud074\ub77c\uc6b0\ub4dc) \uc5c5\uc885 \uc804\ubc18\uc5d0\uc11c \uc0c1\uc2b9 \ud750\ub984\uc774 \ub418\uc0b4\uc544\ub098\ub294 \ubaa8\uc2b5\uc774\ub2e4. \ucd5c\uadfc \ud55c \ub2ec \ub3d9\uc548 \ucc28\ud2b8 \ud750\ub984\uc740 \ub69c\ub837\uc774 \uac1c\uc120\ub410\uc9c0\ub9cc, \uc8fc\uac00\ub294 \u2018\uc2ec\ub9ac\uc801 \uc800\ud56d\uc120\u2019\uc73c\ub85c \uc790\uc8fc \uc5b8\uae09\ub418\ub294 <strong>200<\/strong> \ubc14\ub85c \uc544\ub798\uc758 \ud575\uc2ec \uc800\ud56d \uad6c\uac04\uc5d0 \uc811\uadfc\ud558\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ucc28\ud2b8\uc0c1 \uc624\ub77c\ud074\uc740 \uc6b0\ud638\uc801\uc778 \uc0c1\uc2b9 \ucd94\uc138\ub97c \uc720\uc9c0 \uc911\uc774\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>MA5:<\/strong> 191.84 (5\uc77c \uc774\ub3d9\ud3c9\uade0\uc120\u00b7\ucd5c\uadfc 5\uac70\ub798\uc77c \ud3c9\uade0 \uac00\uaca9)<\/li>\n\n\n\n<li><strong>MA10:<\/strong> 185.28 (10\uc77c \uc774\ub3d9\ud3c9\uade0\uc120)<\/li>\n\n\n\n<li><strong>MA20:<\/strong> 180.12 (20\uc77c \uc774\ub3d9\ud3c9\uade0\uc120)<\/li>\n<\/ul>\n\n\n\n<p>\ub2e8\uae30 \uc774\ub3d9\ud3c9\uade0\uc120\uc774 20\uc77c\uc120 \uc704\uc5d0 \ub098\ub780\ud788 \uc704\uce58\ud558\uace0, \uc8fc\uac00\ub3c4 \ucd94\uc138\uc120 \uc704\ub97c \uc720\uc9c0\ud558\uace0 \uc788\ub2e4. \uc77c\ubc18\uc801\uc73c\ub85c \ub9e4\uc218\uc138\uac00 \uc6b0\uc704\uc5d0 \uc788\uace0 \uc0c1\uc2b9 \ud0c4\ub825(\ubaa8\uba58\ud140)\uc774 \uc720\uc9c0\ub41c\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub41c\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/05\/2_image-17-1024x474.jpg\" alt=\"\" class=\"wp-image-50114\"\/><\/figure>\n\n\n\n<p>\uc8fc\uc694 \uac00\uaca9\ub300(\uc9c0\uc9c0\u00b7\uc800\ud56d):<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ub2e8\uae30 \uc9c0\uc9c0:<\/strong> 185 \u2192 180<\/li>\n\n\n\n<li><strong>\ud575\uc2ec \uc9c0\uc9c0:<\/strong> 175 \u2192 151<\/li>\n\n\n\n<li><strong>\uc800\ud56d:<\/strong> 190\u2013199 \u2192 207.54<\/li>\n<\/ul>\n\n\n\n<p>\ud604\uc7ac <strong>190\u2013199<\/strong> \uad6c\uac04\uc740 \ucd5c\uadfc \ubc18\ub4f1\uc758 \uc0c1\ub2e8 \uacbd\uacc4\ub85c \uc911\uc694\ud558\ub2e4. 5\uc6d4 \ucd08\uc5d0\ub3c4 \uc774 \uad6c\uac04\uc5d0 \uc811\uadfc\ud588\ub2e4\uac00 \uc870\uc815\uc744 \ubc1b\uc558\uace0, \ud604\uc7ac \uc2dc\uc7a5\uc740 \uc7ac\ucc28 \ub3cc\ud30c\ub97c \uc2dc\ub3c4\ud558\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ub9e4\uc218\uc138\uac00 <strong>199\u2013200 \uc800\ud56d<\/strong>\uc744 \ub118\uc5b4\uc11c\uba74 1\uc6d4 \uace0\uc810\uc778 <strong>207.54<\/strong> \uc7ac\uc2dc\ud5d8 \uac00\ub2a5\uc131\uc774 \ucee4\uc9c4\ub2e4. \ud574\ub2f9 \uc218\uc900\uc744 \uc0c1\ud5a5 \ub3cc\ud30c\ud558\uba74 \uc911\uc7a5\uae30 \uc0c1\uc2b9 \ud750\ub984\uc774 \ub354 \uac15\ud574\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ud558\ubc29\uc5d0\uc11c\ub294 <strong>180~185<\/strong> \uad6c\uac04\uc5d0 10\uc77c\uc120\uacfc 20\uc77c\uc120\uc774 \ud568\uaed8 \uc704\uce58\ud574 \uccab \uc9c0\uc9c0\ub300\uac00 \ud615\uc131\ub3fc \uc788\ub2e4. \uc8fc\uac00\uac00 \uc774 \ucd94\uc138\uc120 \uc704\ub97c \uc720\uc9c0\ud558\ub294 \ud55c \ubc18\ub4f1 \ud750\ub984\uc774 \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n\n\n\n<p>\uc774\ubc88 \ub7a0\ub9ac\ub294 \uc624\ub77c\ud074\uc774 AI \uc0dd\ud0dc\uacc4\uc5d0\uc11c \ucc28\uc9c0\ud558\ub294 \uc704\uce58\uc5d0 \ub300\ud55c \ud22c\uc790\uc2ec\ub9ac \uac1c\uc120\ub3c4 \ubc18\uc601\ud55c\ub2e4. \uc2dc\uc7a5\uc740 \uc624\ub77c\ud074\uc744 \uae30\uc5c5\uc6a9 AI \uc218\uc694\uc758 \uc218\ud61c\ub97c \ubc1b\ub294 \uc778\ud504\ub77c \uae30\uc5c5\uc73c\ub85c \ubcf4\ub294 \uc2dc\uac01\uc744 \uac15\ud654\ud558\uace0 \uc788\ub2e4. \ud074\ub77c\uc6b0\ub4dc \ud611\ub825, \ub370\uc774\ud130\uc13c\ud130 \ud655\uc7a5, AI \uc6cc\ud06c\ub85c\ub4dc \ud638\uc2a4\ud305(\uc6b4\uc601\u00b7\ucc98\ub9ac) \uc5ed\ub7c9\uc774 \uadfc\uac70\ub85c \uac70\ub860\ub41c\ub2e4.<\/p>\n\n\n\n<p>\ucd5c\uadfc\uc5d0\ub294 \ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790(\ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\u00b7\ucd08\ub300\ud615 \ub370\uc774\ud130\uc13c\ud130\ub97c \uc6b4\uc601\ud558\ub294 \uc5c5\uccb4)\uc758 \ud22c\uc790\uc640 AI \uc778\ud504\ub77c \ud22c\uc790 \ud655\ub300 \uae30\ub300\uac00 \uc8fc\uac00\ub97c \uc9c0\uc9c0\ud588\ub2e4. \uc2dc\uc7a5\uc740 \ud5a5\ud6c4 \ubd84\uae30\uc5d0\ub3c4 \uc624\ub77c\ud074\uc774 AI \uad00\ub828 \uc218\uc694\ub97c \ud074\ub77c\uc6b0\ub4dc \ub9e4\ucd9c \uc131\uc7a5\uc73c\ub85c \uc804\ud658\ud560 \uc218 \uc788\ub294\uc9c0 \uc8fc\uc2dc\ud560 \uc804\ub9dd\uc774\ub2e4.<\/p>\n\n\n\n<p>\ubc18\ub4f1 \uad6c\uac04\uc758 \uac70\ub798\ub7c9\uc740 \uacfc\uc5f4\uc774\ub77c\uae30\ubcf4\ub2e4 \uc548\uc815\uc801\uc778 \uc218\uc900\uc774\ub2e4. \uc774\ub294 \ub2e8\uae30 \ud22c\uae30\uc131 \ub9e4\uc218\ubcf4\ub2e4 \uae30\uad00 \uc911\uc2ec\uc758 \ubd84\ud560 \ub9e4\uc9d1(\ub204\uc801 \ub9e4\uc218) \ud750\ub984\uc5d0 \uac00\uae5d\ub2e4\ub294 \ud574\uc11d\uc744 \uac00\ub2a5\ud558\uac8c \ud55c\ub2e4.<\/p>\n\n\n\n<p>\ud604\uc7ac\ub85c\uc11c\ub294 \uc8fc\uac00\uac00 <strong>180<\/strong> \uc704\ub97c \uc9c0\ud0a4\ub294 \ud55c \ub2e8\uae30 \uad00\uc810\uc740 \uc0c1\uc2b9 \ucabd\uc774 \uc6b0\uc138\ud558\uc9c0\ub9cc, <strong>199\u2013200<\/strong> \ubd80\uadfc\uc5d0\uc11c \uc911\uc694\ud55c \uae30\uc220\uc801 \uc2dc\ud5d8\ub300\uc5d0 \uc62c\ub77c \uc788\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc2e0\uc911\ud55c \uc804\ub9dd<\/h2>\n\n\n\n<p>\uc624\ub77c\ud074\uc740 <strong>185.28<\/strong>(10\uc77c\uc120)\uacfc <strong>180.12<\/strong>(20\uc77c\uc120) \uc704\ub97c \uc720\uc9c0\ud558\ub294 \ub3d9\uc548 \uc6b0\ud638\uc801\uc778 \ud750\ub984\uc744 \uc774\uc5b4\uac08 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \uc885\uac00\uac00 <strong>191.84<\/strong>(5\uc77c\uc120) \uc704\ub85c \uc62c\ub77c\uc11c\uba74 \ub2e8\uae30 \uad6c\ub3c4\uac00 \uac1c\uc120\ub418\uba70 <strong>199.13<\/strong>\uae4c\uc9c0\uc758 \uc0c1\uc2b9 \uc5ec\uc9c0\uac00 \ucee4\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>\ud2b8\ub808\uc774\ub354 \uc9c8\ubb38<\/strong><\/summary>\n<p><strong>\uc65c \uc624\ub77c\ud074 \uc8fc\uac00\uac00 \uc624\ub974\ub098?<\/strong><\/p>\n\n\n\n<p>\uc6e8\ub4dc\ubd80\uc2dc\uac00 \uc624\ub77c\ud074\uc758 AI \ud22c\uc790 \uc804\ub7b5\uc744 \uae0d\uc815\uc801\uc73c\ub85c \ud3c9\uac00\ud55c \ub4a4 \uc8fc\uac00\uac00 \uc0c1\uc2b9\ud588\ub2e4. \uc6e8\ub4dc\ubd80\uc2dc\ub294 \uc624\ub77c\ud074\uc758 \ub300\uaddc\ubaa8 \uc124\ube44\ud22c\uc790(Capex)\uac00 \ucd94\uce21\uc131 \ud655\uc7a5\uc774 \uc544\ub2c8\ub77c, \ud655\uc778 \uac00\ub2a5\ud55c \uc218\uc694\uc640 \uc7a5\uae30 \uace0\uac1d \uc57d\uc815\uc5d0 \uae30\ubc18\ud55c\ub2e4\uace0 \ubd24\ub2e4.<\/p>\n\n\n\n<p>\uc624\ub77c\ud074(ORCL)\uc740 \uc7a5\uc911 \uace0\uc810 <strong>191.43<\/strong>\uc744 \uae30\ub85d\ud55c \ub4a4 <strong>189.98<\/strong>\uc5d0 \uac70\ub798\ub418\uba70 <strong>4.13<\/strong>(<strong>2.2%<\/strong>) \uc0c1\uc2b9\ud588\ub2e4.<\/p>\n\n\n\n<p><strong>\ud604\uc7ac \uc624\ub77c\ud074 \uc8fc\uac00\ub294?<\/strong><\/p>\n\n\n\n<p>\uc624\ub77c\ud074\uc740 <strong>189.98<\/strong>\uc5d0 \uac70\ub798\ub410\ub2e4. \uc7a5\uc911 \uace0\uc810\uc740 <strong>191.43<\/strong>, \uc800\uc810\uc740 <strong>185.04<\/strong>, \uc2dc\uac00\ub294 <strong>188.14<\/strong>, \uc804\uc77c \uc885\uac00\ub294 <strong>185.85<\/strong>\uc600\ub2e4.<\/p>\n\n\n\n<p><strong>\uc624\ub77c\ud074\uc758 AI \ud22c\uc790\uac00 \uc65c \uc8fc\ubaa9\ubc1b\ub098?<\/strong><\/p>\n\n\n\n<p>\ud22c\uc790\uc790\ub4e4\uc740 \ub192\uc740 \uc124\ube44\ud22c\uc790(Capex)\uac00 \uc704\ud5d8\uc778\uc9c0, \uc911\uc7a5\uae30 \uacbd\uc7c1\ub825\uc778\uc9c0 \ud310\ub2e8 \uc911\uc774\ub2e4. \uc6e8\ub4dc\ubd80\uc2dc\ub294 AI \uc0ac\uc774\ud074\uc758 \ub2e4\uc74c \ub2e8\uacc4\uc5d0\uc11c \uc778\ud504\ub77c, \uc131\ub2a5, \ub370\uc774\ud130 \uc811\uadfc\uc131\uc774 \ub354 \uc911\uc694\ud574\uc9c0\ub294 \ub9cc\ud07c \uc624\ub77c\ud074\uc774 \uc720\ub9ac\ud55c \uc704\uce58\ub97c \uad6c\ucd95\ud558\uace0 \uc788\ub2e4\uace0 \ubd24\ub2e4.<\/p>\n\n\n\n<p><strong>\uc624\ub77c\ud074\uc758 AI \uc124\ube44\ud22c\uc790\ub294 \uc704\ud5d8\uc778\uac00?<\/strong><\/p>\n\n\n\n<p>\ub2e8\uae30\uc801\uc73c\ub85c\ub294 \uc789\uc5ec\ud604\uae08\ud750\ub984\uc744 \uc555\ubc15\ud560 \uc218 \uc788\ub2e4. \ub2e4\ub9cc \uc6e8\ub4dc\ubd80\uc2dc\ub294 \ud22c\uc790 \uaddc\ubaa8\uac00 \uc218\uc694\uc5d0 \uae30\ubc18\ud55c\ub2e4\uace0 \ud3c9\uac00\ud588\ub2e4. \uc624\ub77c\ud074\uc758 \u2018\uc124\ube44\ud22c\uc790 \ub300\ube44 RPO \ube44\uc728\u2019\uc740 \uc57d <strong>9%<\/strong>\ub85c, \uacbd\uc7c1\uc0ac \ud3c9\uade0 <strong>33.6%<\/strong>\ubcf4\ub2e4 \ub0ae\ub2e4.<\/p>\n\n\n\n<p>\uc774 \ube44\uc728\uc774 \ub0ae\ub2e4\ub294 \uac83\uc740 \ubd88\ud655\uc2e4\ud55c \uc218\uc694\ub97c \ucad3\uae30\ubcf4\ub2e4, \uc774\ubbf8 \uacc4\uc57d\uc73c\ub85c \ud655\ubcf4\ud55c \ubb3c\ub7c9(\uc218\uc8fc \uc794\uace0)\uc744 \ubc14\ud0d5\uc73c\ub85c \ud22c\uc790\ud558\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n\n\n\n<p><strong>\u2018\uc124\ube44\ud22c\uc790 \ub300\ube44 RPO \ube44\uc728\u2019\uc740 \ubb34\uc5c7\uc744 \uc758\ubbf8\ud558\ub098?<\/strong><\/p>\n\n\n\n<p>\uc124\ube44\ud22c\uc790(Capex)\ub97c RPO(\uc794\uc5ec\uc774\ud589\uc758\ubb34)\uc640 \ube44\uad50\ud55c \uc9c0\ud45c\ub2e4. RPO\ub294 \uacc4\uc57d\uc73c\ub85c \ud655\uc815\ub410\uc9c0\ub9cc \uc544\uc9c1 \ub9e4\ucd9c\ub85c \uc7a1\ud788\uc9c0 \uc54a\uc740 \uae08\uc561\uc744 \ub73b\ud55c\ub2e4. \uc774 \ube44\uc728\uc774 \ub0ae\uc73c\uba74 \u2018\ud655\ubcf4\ub41c \uacc4\uc57d \uaddc\ubaa8\u2019\uc5d0 \ube44\ud574 \ud22c\uc790 \ubd80\ub2f4\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \ud06c\uc9c0 \uc54a\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub420 \uc218 \uc788\ub2e4.<\/p>\n<\/details>\n\n<p>\n\n<p><strong>\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 &#8211; VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694 <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>\uc624\ub77c\ud074 \uc8fc\uac00 2.2% \uae09\ub4f1, \u2018AI \ud22c\uc790=\ubb34\ub9ac\ud55c \ubca0\ud305\u2019 \ub17c\ub780 \ubc18\uc804. \uc6e8\ub4dc\ubd80\uc2dc \u201c\ud655\uc778\ub41c \uc218\uc694\u00b7\uc7a5\uae30 \uacc4\uc57d \uae30\ubc18\u201d \ud3c9\uac00, Capex \ub300\ube44 RPO 9%\ub85c \uacbd\uc7c1\uc0ac(33.6%) \ud558\ud68c. \ub2e4\ub9cc \uc778\ud50c\ub808\u00b7\uae08\ub9ac \ub9ac\uc2a4\ud06c \uc0c1\ub2e8 \uc81c\ud55c.<\/p>\n","protected":false},"author":87,"featured_media":46657,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-46658","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46658","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=46658"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46658\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/46657"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46658"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46658"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46658"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}