{"id":46922,"date":"2026-05-18T13:56:57","date_gmt":"2026-05-18T13:56:57","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%a4%91%ea%b5%ad-%eb%82%b4%ec%88%98-%ec%88%98%ec%9a%94%ea%b0%80-%eb%b6%80%ec%a7%84%ed%95%9c-%ea%b0%80%ec%9a%b4%eb%8d%b0-%ec%88%98%ec%b6%9c%ea%b9%8c%ec%a7%80-%eb%91%94%ed%99%94%eb%90%98%eb%a9%b0\/"},"modified":"2026-05-18T13:56:57","modified_gmt":"2026-05-18T13:56:57","slug":"%ec%a4%91%ea%b5%ad-%eb%82%b4%ec%88%98-%ec%88%98%ec%9a%94%ea%b0%80-%eb%b6%80%ec%a7%84%ed%95%9c-%ea%b0%80%ec%9a%b4%eb%8d%b0-%ec%88%98%ec%b6%9c%ea%b9%8c%ec%a7%80-%eb%91%94%ed%99%94%eb%90%98%eb%a9%b0","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%a4%91%ea%b5%ad-%eb%82%b4%ec%88%98-%ec%88%98%ec%9a%94%ea%b0%80-%eb%b6%80%ec%a7%84%ed%95%9c-%ea%b0%80%ec%9a%b4%eb%8d%b0-%ec%88%98%ec%b6%9c%ea%b9%8c%ec%a7%80-%eb%91%94%ed%99%94%eb%90%98%eb%a9%b0\/","title":{"rendered":"\uc911\uad6d \ub0b4\uc218 \uc218\uc694\uac00 \ubd80\uc9c4\ud55c \uac00\uc6b4\ub370 \uc218\ucd9c\uae4c\uc9c0 \ub454\ud654\ub418\uba70 \ub9ac\ud50c\ub808\uc774\uc158 \uae30\ub300\uac00 \uc57d\ud654\ub418\uace0 \ubcc0\ub3d9\uc131 \ub9ac\uc2a4\ud06c\uac00 \uc9c0\uc18d\ub418\uace0 \uc788\ub2e4"},"content":{"rendered":"

\uc911\uad6d\uc758 4\uc6d4 \uc9c0\ud45c\ub294 \ub0b4\uc218 \uc218\uc694\uac00 \ub354 \uc57d\ud574\uc84c\uc74c\uc744 \ubcf4\uc5ec\uc92c\ub2e4. 1\ubd84\uae30 \uc131\uc7a5\ub960\uc774 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3c8 \ub4a4\uc5d0\ub3c4 \uc18c\ube44\uc640 \ud22c\uc790\uac00 \ub454\ud654\ud588\ub2e4. \uc218\ucd9c\uc740 \uc2dc\uc7a5 \uc804\ub9dd\uc744 \uc0c1\ud68c\ud558\uba70 \uc81c\uc870\uc5c5 \uc0dd\uc0b0\uc744 \ub5a0\ubc1b\ucce4\ub2e4.<\/p>\n

\uc18c\ub9e4\ud310\ub9e4 \uc99d\uac00\uc728\uacfc \uace0\uc815\uc790\uc0b0\ud22c\uc790 \uc99d\uac00\uc728\uc774 \ubaa8\ub450 \ub454\ud654\ud588\ub2e4. \uc55e\uc11c \uc2e0\uc6a9 \uc218\uc694(\ub300\ucd9c\uc744 \ubc1b\uc73c\ub824\ub294 \uc218\uc694)\uac00 \uc57d\ud558\ub2e4\ub294 \uc9c0\ud45c\uc640\ub3c4 \uac19\uc740 \ud750\ub984\uc774\ub2e4. \ubb3c\uac00\uac00 \ub2e4\uc2dc \uc624\ub974\ub294 \ud750\ub984(\ub9ac\ud50c\ub808\uc774\uc158)\uc740 \uc774\uc5b4\uc84c\uc9c0\ub9cc, \uc8fc\ub85c \uae00\ub85c\ubc8c \uc6d0\uc790\uc7ac \uac00\uaca9 \uc0c1\uc2b9 \uc601\ud5a5\uc774 \ucef8\ub2e4.<\/p>\n

Domestic Demand Still Lagging<\/h3>\n

\uae00\ub85c\ubc8c \uc6d0\uc790\uc7ac \uac00\uaca9\uc740 AI \ud22c\uc790 \ubd90\uacfc \uc911\ub3d9 \ubd84\uc7c1\uc758 \uc601\ud5a5\uacfc \uc5f0\uacb0\ub3fc \uc788\uc5c8\ub2e4. \uc911\ub3d9 \uc0ac\ud0dc\uac00 \uacbd\uc81c\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc774 4\uc6d4\ubd80\ud130 \uc77c\ubd80 \ub098\ud0c0\ub098\uae30 \uc2dc\uc791\ud588\uc744 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.<\/p>\n

\uc815\ubd80\ub294 \ud22c\uc790 \uc548\uc815\uc744 \uc704\ud574 \uc55e\uc73c\ub85c \uba87 \ub2ec \ub3d9\uc548 \uc7ac\uc815 \uc9d1\ud589 \uc18d\ub3c4\ub97c \ub192\uc77c \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc911\ub3d9\uc740 \uc62c\ud574\ub3c4 \ubd88\ud655\uc2e4\uc131 \uc694\uc778\uc73c\ub85c \ub0a8\uc744 \uc804\ub9dd\uc774\ub2e4.<\/p>\n

\ubbf8\u00b7\uc911 \uad00\uacc4\ub294 \uc804\ubc18\uc801\uc73c\ub85c\ub294 \uc548\uc815\uc801 \ud750\ub984\uc774 \uc774\uc5b4\uc9c0\uaca0\uc9c0\ub9cc, \uac04\ud5d0\uc801 \ucda9\ub3cc \uac00\ub2a5\uc131\uc740 \ub0a8\uc544 \uc788\ub2e4. \u2018\uad00\ub9ac\ub41c \ud734\uc804\u2019\uc5d0 \ub300\ud55c \uc554\ubb35\uc801 \ud569\uc758\uac00 \uad00\uacc4\uc758 \uae09\uaca9\ud55c \uc545\ud654\ub97c \ub9c9\uc544\uc904 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4.<\/p>\n

2025\ub144 4\uc6d4 \ubd84\uc11d\uc744 \ub418\uc9da\uc5b4\ubcf4\uba74, \uc911\uad6d \uacbd\uc81c\ub294 \ub69c\ub837\uc774 \uac08\ub77c\uc838 \uc788\uc5c8\ub2e4. \uac15\ud55c \uc218\ucd9c\uc774 \uc0b0\uc5c5 \uc0dd\uc0b0(\uacf5\uc7a5 \uc0dd\uc0b0)\uc744 \uc9c0\ud0f1\ud588\uc9c0\ub9cc, \uc18c\ub9e4\ud310\ub9e4\uc640 \ud22c\uc790\ub85c \ud655\uc778\ub418\ub294 \ub0b4\uc218\ub294 \uc6b0\ub824\ud560 \ub9cc\ud07c \uc57d\ud588\ub2e4. \ub300\uc678 \ud638\uc870\uac00 \ub300\ub0b4 \ubd80\uc9c4\uc744 \uac00\ub9ac\ub294 \ud750\ub984\uc774 \uc774\ud6c4 1\ub144\uc758 \uc804\uac1c\ub97c \uc88c\uc6b0\ud588\ub2e4.<\/p>\n

Markets And Strategy Implications<\/h3>\n

\uc774 \ud750\ub984\uc740 \uc774\uc81c \ub2ec\ub77c\uc84c\ub2e4. 2025\ub144 \ub9d0 \uc815\ubd80\uc758 \uc7ac\uc815 \uc9c0\uc6d0\uc774 \ud22c\uc790\ub97c \uc77c\ubd80 \uc548\uc815\uc2dc\ud0a4\ub294 \ub370 \uadf8\ucce4\uae30 \ub54c\ubb38\uc774\ub2e4. 2026\ub144 4\uc6d4 \ucd5c\uc2e0 \uc9c0\ud45c\ub97c \ubcf4\uba74 \uc18c\ub9e4\ud310\ub9e4 \uc99d\uac00\uc728\uc740 2.9%\uc5d0 \uba38\ubb3c\uba70 \ubd80\uc9c4\ud558\uace0, \uae00\ub85c\ubc8c \uc218\uc694 \ub454\ud654 \uc18d\uc5d0 \uc218\ucd9c\uc740 \ub450 \ub2ec \uc5f0\uc18d \uac10\uc18c\ud588\ub2e4. \uc9c0\ub09c\ud574 \ubc84\ud300\ubaa9\uc774\ub358 \ub300\uc678 \uc218\uc694\uac00 \uc57d\ud574\uc9c0\ub294 \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n

2025\ub144\uc5d0 \uc5b8\uae09\ub410\ub358 \uc6d0\uc790\uc7ac\ubc1c \ub9ac\ud50c\ub808\uc774\uc158(\uc6d0\uc790\uc7ac \uac00\uaca9 \uc0c1\uc2b9\uc774 \ubb3c\uac00\ub97c \ub04c\uc5b4\uc62c\ub9ac\ub294 \ud604\uc0c1)\ub3c4 \ud06c\uac8c \uc2dd\uc5c8\ub2e4. \uad6c\ub9ac \uac00\uaca9\uc740 2025\ub144 \ub9d0 \uace0\uc810 \ub300\ube44 \uc57d 8% \ud558\ub77d\ud574 \ud1a4\ub2f9 9,200\ub2ec\ub7ec \uc548\ud30e\uc5d0\uc11c \uac70\ub798\ub418\uace0, \uc720\uac00\ub294 80\ub2ec\ub7ec \ucd08\ubc18\ub300\uc5d0\uc11c \uc548\uc815\ub410\ub2e4. \uc774\ub294 \uc218\uc785 \ubb3c\uac00(\ud574\uc678\uc5d0\uc11c \ub4e4\uc5ec\uc624\ub294 \ubb3c\uac00) \uc555\ub825\uc744 \ub0ae\ucd94\uc9c0\ub9cc, \uc9c0\ub09c\ud574\ucc98\ub7fc \uc81c\uc870\uc5c5 \uc774\uc775\uc5d0 \ud798\uc744 \uc2e4\uc5b4\uc8fc\ub358 \uc694\uc778\uc740 \uc57d\ud574\uc9c4\ub2e4.<\/p>\n

2025\ub144 \uc608\uc0c1\ub300\ub85c \ubbf8\u00b7\uc911 \uad00\uacc4\ub294 2026\ub144 2\uc6d4\uc758 \uc2e0\uaddc \uae30\uc220 \uaddc\uc81c\ucc98\ub7fc \uac04\ud5d0\uc801 \ucda9\ub3cc\uc774 \uc774\uc5b4\uc84c\ub2e4. \uc774\ub7f0 \uae34\uc7a5\uc740 \uc911\uad6d \uc790\uc0b0\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u2018\uc2dc\uc7a5\uc774 \uc608\uc0c1\ud558\ub294 \ubcc0\ub3d9\uc131\u2019)\uc774 \uacfc\uc18c\ud3c9\uac00\ub410\uc744 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc9c0\uc815\ud559 \ub274\uc2a4\uc5d0 \ub530\ub77c \uc2dc\uc7a5\uc774 \uae09\ubcc0\ud560 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud560 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n

\ub0b4\uc218\uc640 \ub300\uc678 \ub3d9\ub825 \ubaa8\ub450 \uc57d\ud574\uc9c0\ub294 \uc804\ub9dd\uc744 \uace0\ub824\ud558\uba74, \ud2b8\ub808\uc774\ub354\ub294 \ubc29\uc5b4 \uc804\ub7b5\uc744 \uac80\ud1a0\ud560 \ub9cc\ud558\ub2e4. FXI \uac19\uc740 \uc911\uad6d \ub300\ud615 \uc8fc\uc2dd ETF(\uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc)\uc5d0\uc11c \ud48b\uc635\uc158(\uae30\ucd08\uc790\uc0b0 \uac00\uaca9 \ud558\ub77d \uc2dc \uc774\uc775\uc774 \ub098\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud558\uba74 \ucd94\uac00 \ud558\ub77d \uc704\ud5d8\uc744 \uc77c\ubd80 \uc0c1\uc1c4\ud560 \uc218 \uc788\ub2e4. \ub69c\ub837\ud55c \ubc29\ud5a5\uc131 \uc5c6\uc774 \ubcc0\ub3d9\uc131\ub9cc \ucee4\uc9c8 \uac83\uc73c\ub85c \ubcf8\ub2e4\uba74, \uc635\uc158\uc744 \ud1b5\ud574 \ubcc0\ub3d9\uc131 \ub9e4\uc218(\uac00\uaca9\uc774 \ud06c\uac8c \uc6c0\uc9c1\uc77c\uc218\ub85d \uc720\ub9ac\ud55c \ud3ec\uc9c0\uc158)\ub97c \ucde8\ud558\ub294 \uc804\ub7b5\uc774 \ud5a5\ud6c4 \uba87 \uc8fc\uac04 \uc720\ud6a8\ud560 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\uc911\uad6d 4\uc6d4, \ub0b4\uc218\ub294 \ub354 \uc57d\ud574\uc9c0\uace0 \uc218\ucd9c\ub9c8\uc800 \uaebe\uc600\ub2e4. \uc18c\ube44\u00b7\ud22c\uc790 \ub454\ud654 \uc18d \uc6d0\uc790\uc7ac\ubc1c \ub9ac\ud50c\ub808\uc774\uc158\ub3c4 \uc2dd\ub294 \uc911. \ubbf8\u00b7\uc911 \ub9ac\uc2a4\ud06c\uae4c\uc9c0\u2026 \uc911\uad6d \uc790\uc0b0 \ubcc0\ub3d9\uc131 \ub300\ube44\uac00 \ud544\uc694\ud558\ub2e4.<\/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-46922","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\/46922","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=46922"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46922\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46922"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46922"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46922"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}