{"id":46966,"date":"2026-05-19T00:47:58","date_gmt":"2026-05-19T00:47:58","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%8b%b1%ea%b0%80%ed%8f%ac%eb%a5%b4-%ec%88%98%ec%b6%9c-%eb%b0%98%eb%93%b1%ec%97%90-%eb%ac%b4%ec%97%ad-k%ec%9e%90%ed%98%95-%ec%8b%ac%ed%99%94ai-%ec%97%b0%ea%b3%84-%ec%a0%84\/"},"modified":"2026-05-19T00:47:58","modified_gmt":"2026-05-19T00:47:58","slug":"%ec%8b%b1%ea%b0%80%ed%8f%ac%eb%a5%b4-%ec%88%98%ec%b6%9c-%eb%b0%98%eb%93%b1%ec%97%90-%eb%ac%b4%ec%97%ad-k%ec%9e%90%ed%98%95-%ec%8b%ac%ed%99%94ai-%ec%97%b0%ea%b3%84-%ec%a0%84","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%8b%b1%ea%b0%80%ed%8f%ac%eb%a5%b4-%ec%88%98%ec%b6%9c-%eb%b0%98%eb%93%b1%ec%97%90-%eb%ac%b4%ec%97%ad-k%ec%9e%90%ed%98%95-%ec%8b%ac%ed%99%94ai-%ec%97%b0%ea%b3%84-%ec%a0%84\/","title":{"rendered":"\uc2f1\uac00\ud3ec\ub974 \uc218\ucd9c \ubc18\ub4f1\uc5d0 \ubb34\uc5ed \u2018K\uc790\ud615\u2019 \uc2ec\ud654\u2026AI \uc5f0\uacc4 \uc804\uc790\uc81c\ud488, \uc11d\uc720\ud654\ud559 \ub4f1 \ube44\uc804\uc790 \uc81c\ud488 \uc55e\uc9c8\ub7ec"},"content":{"rendered":"<p>\uc2f1\uac00\ud3ec\ub974 \ube44\uc11d\uc720 \uad6d\ub0b4\uc218\ucd9c(NODX\u00b7\uc11d\uc720\ub97c \uc81c\uc678\ud55c \uad6d\ub0b4 \uc218\ucd9c)\uc774 \ubc18\ub4f1\ud588\ub2e4. \uc804\uc790\uc640 \uc758\uc57d\ud488\uc774 \ud68c\ubcf5\uc744 \uc774\ub04c\uc5c8\uace0, \uc11d\uc720\ud654\ud559\uc740 \ubd80\uc9c4\ud588\ub2e4. \uc218\ucd9c \uc99d\uac00\uc138\ub294 \u2018K\uc790\ud615(\uc5c5\uc885\ubcc4\ub85c \ud68c\ubcf5 \uc18d\ub3c4\uac00 \ud06c\uac8c \uac08\ub9ac\ub294 \ud604\uc0c1)\u2019\uc73c\ub85c \ud3c9\uac00\ub418\uba70, \uc804\uc790\uac00 \uc0c1\ub300\uc801\uc73c\ub85c \uac15\ud558\uace0 \ube44(\u975e)\uc804\uc790 \ubd80\ubb38\uc740 \uc555\ubc15\uc774 \ub354 \ud070 \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n<p>\uc804\uc790 \ubc0f \ubc18\ub3c4\uccb4\ub294 AI(\uc778\uacf5\uc9c0\ub2a5) \uc218\uc694, \uadf8\ub9ac\uace0 \uc18c\ube44\uc790 \uae30\uae30(\uc2a4\ub9c8\ud2b8\ud3f0\u00b7PC \ub4f1)\uc5d0 AI \uae30\ub2a5\uc774 \ub110\ub9ac \ud0d1\uc7ac\ub418\ub294 \ud750\ub984\uc5d0 \ud798\uc785\uace0 \uc788\ub2e4. \ucc38\uace0 \uc9c0\ud45c\ub85c\ub294 \ub300\ub9cc\uc758 \ubbf8\uad6d\ud5a5 \uae30\uc220(\ud14c\ud06c) \uc218\ucd9c\uc774 3\uac1c\uc6d4 \uc774\ub3d9\ud3c9\uade0(\ucd5c\uadfc 3\uac1c\uc6d4 \ud3c9\uade0\uc73c\ub85c \ubcc0\ub3d9\uc131\uc744 \uc904\uc778 \uc218\uce58) \uae30\uc900 \uc804\ub144 \ub300\ube44 \ud53c\ud06c\ub97c \uae30\ub85d\ud588\ub2e4\ub294 \uc810, \ud55c\uad6d\uc758 \ubc18\ub3c4\uccb4 \uc218\ucd9c\uc740 4\uc6d4 \uba85\ubaa9\uae08\uc561(\ubb3c\uac00 \ubcc0\ub3d9\uc744 \ubc18\uc601\ud558\uc9c0 \uc54a\uc740 \uae08\uc561 \uae30\uc900)\uc73c\ub85c\ub294 \ub2e4\uc18c \uc644\ud654\ub410\uc9c0\ub9cc 300\uc5b5\ub2ec\ub7ec\ub97c \uc6c3\ub3cc\uc558\ub2e4\ub294 \uc810\uc774 \uc5b8\uae09\ub410\ub2e4.<\/p>\n<h3>Sector Divergence And Market Implications<\/h3>\n<p>\ube44\uc804\uc790 \uc218\ucd9c\uc740 \ud654\ud559 \ubd80\ubb38\uc758 \uacf5\uae09 \ubd80\uc871\uacfc \uc5d0\ub108\uc9c0 \uac00\uaca9 \uc0c1\uc2b9\uc73c\ub85c \ub454\ud654\ub420 \uc218 \uc788\ub2e4. \uc774\ub294 \uae30\uc5c5 \ube44\uc6a9\uc744 \ub192\uc5ec \ud574\uc678 \uc218\uc694(\uc218\ucd9c \uc8fc\ubb38)\ub97c \uc57d\ud654\uc2dc\ud0ac \uc218 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4. \uc758\uc57d\ud488 \uac15\uc138\ub294 \ubbf8\uad6d\uc758 \uad00\uc138(\uc218\uc785\ud488\uc5d0 \ubd80\uacfc\ud558\ub294 \uc138\uae08) \ubc1c\ud45c\ub97c \uc55e\ub450\uace0 \u2018\uc120\uc8fc\ubb38(\uad00\uc138 \ubd80\uacfc \uc804 \ubbf8\ub9ac \uc8fc\ubb38\u00b7\uc120\uc801\ud558\ub294 \uc6c0\uc9c1\uc784)\u2019\uc774 \ub298\uc5b4\ub09c \uc601\ud5a5\uc73c\ub85c \uc124\uba85\ub41c\ub2e4.<\/p>\n<p>\ubbf8\uad6d\uc740 \uc77c\ubd80 \ud2b9\ud5c8 \uc758\uc57d\ud488(\ud2b9\ud5c8\ub85c \ubcf4\ud638\ub418\ub294 \uc2e0\uc57d)\uacfc \uad00\ub828 \uc6d0\ub8cc\uc5d0 100% \uad00\uc138\ub97c \uc608\uace0\ud588\ub2e4. \ub300\ud615 \uae30\uc5c5 \uc77c\ubd80\uc5d0\ub294 2026\ub144 7\uc6d4 31\uc77c, \uc911\uc18c \uae30\uc5c5\uc5d0\ub294 2026\ub144 9\uc6d4 29\uc77c \ubc1c\ud6a8\ub420 \uc608\uc815\uc774\ub2e4.<\/p>\n<p>\uc5c5\uc885 \uac04 \uc5c7\uac08\ub9bc\uc744 \uac10\uc548\ud558\uba74 \ud5a5\ud6c4 \uba87 \uc8fc \ub3d9\uc548 \ud398\uc5b4 \ud2b8\ub808\uc774\ub529(\ub3d9\uc2dc\uc5d0 \ud55c \uc790\uc0b0\uc744 \ub9e4\uc218\ud558\uace0 \ub2e4\ub978 \uc790\uc0b0\uc744 \uacf5\ub9e4\ub3c4\ud574 \uc0c1\ub300 \uc131\uacfc \ucc28\uc774\ub97c \ub178\ub9ac\ub294 \uc804\ub7b5)\uc774 \uc801\ud569\ud558\ub2e4\ub294 \ud310\ub2e8\uc774 \uc81c\uc2dc\ub41c\ub2e4. \uc804\uc790\u00b7\ubc18\ub3c4\uccb4 \uad00\ub828 \uc790\uc0b0\uc744 \ub9e4\uc218(\ub871)\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ube44\uc804\uc790, \ud2b9\ud788 \uc11d\uc720\ud654\ud559\uc5d0\ub294 \ub9e4\ub3c4(\uc20f\u00b7\uac00\uaca9 \ud558\ub77d\uc5d0 \ubca0\ud305) \ud3ec\uc9c0\uc158\uc744 \ucde8\ud574 \uc2f1\uac00\ud3ec\ub974 \uc218\ucd9c \uc2dc\uc7a5\uc758 \uc0c1\ubc18\ub41c \ud750\ub984\uc744 \ud65c\uc6a9\ud558\uc790\ub294 \ub0b4\uc6a9\uc774\ub2e4.<\/p>\n<h3>Options Positioning For Tech And Cyclicals<\/h3>\n<p>\uae30\uc220\uc8fc\uc5d0 \ub300\ud55c \uac15\uc138 \uc804\ub9dd\uc740 AI \uad00\ub828 \uc218\uc694\uac00 \uacac\uc870\ud558\uba70 \uc544\uc9c1 \uc815\uc810\uc5d0 \uc774\ub974\uc9c0 \uc54a\uc558\ub2e4\ub294 \ud310\ub2e8\uc5d0 \uae30\ubc18\ud55c\ub2e4. \ubc18\ub3c4\uccb4\uc0b0\uc5c5\ud611\ud68c(SIA)\uc758 2026\ub144 4\uc6d4 \uc790\ub8cc\uc5d0 \ub530\ub974\uba74 \uae00\ub85c\ubc8c \uce69(\ubc18\ub3c4\uccb4) \ub9e4\ucd9c\uc774 \uc804\ub144 \ub300\ube44 22% \uc99d\uac00\ud574 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3cc\uc558\ub2e4. \uc774\uc5d0 \ub530\ub77c \uae30\uc220\uc8fc \uc911\uc2ec ETF(\uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc)\uc5d0\uc11c \ucf5c\uc635\uc158(\ud2b9\uc815 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac) \ub610\ub294 \ubd88 \ucf5c \uc2a4\ud504\ub808\ub4dc(\ub0ae\uc740 \ud589\uc0ac\uac00 \ucf5c \ub9e4\uc218+\ub192\uc740 \ud589\uc0ac\uac00 \ucf5c \ub9e4\ub3c4\ub85c \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc904\uc774\uba70 \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5)\uac00 \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4.<\/p>\n<p>\ubc18\ub300\ub85c \ube44\uc804\uc790 \ubd80\ubb38\uc740 \uc5d0\ub108\uc9c0 \ube44\uc6a9 \uc0c1\uc2b9\uacfc \uacf5\uae09 \ucc28\uc9c8\uc774\ub77c\ub294 \uc545\uc7ac\uc5d0 \uc9c1\uba74\ud574 \uc788\ub2e4. 2026\ub144 5\uc6d4 \ube0c\ub80c\ud2b8\uc720(\uad6d\uc81c \uc720\uac00 \uae30\uc900)\uac00 \ubc30\ub7f4\ub2f9 95\ub2ec\ub7ec \uc548\ud30e\uc5d0\uc11c \uc720\uc9c0\ub418\uba70 \ud654\ud559\u00b7\uc11d\uc720\ud654\ud559 \uc5c5\uccb4\uc758 \ub9c8\uc9c4(\uc774\uc775\ub960)\uc774 \uc555\ubc15\ubc1b\ub294 \uc0c1\ud669\uc73c\ub85c, 2025\ub144\uc5d0 \uacaa\uc5c8\ub358 \uacf5\uae09\ub9dd \ubb38\uc81c\uc640 \uc720\uc0ac\ud558\ub2e4\ub294 \ud3c9\uac00\ub2e4. \uc774\uc5d0 \uc0b0\uc5c5\uc7ac \ub610\ub294 \uc18c\uc7ac \uc139\ud130 \uc9c0\uc218\uc5d0 \ub300\ud55c \ud48b\uc635\uc158(\ud2b9\uc815 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \uc57d\uc138\uc5d0 \ub300\ube44\ud55c \ud5e4\uc9c0(\uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4 \uac70\ub798)\ub85c \uc81c\uc2dc\ud55c\ub2e4.<\/p>\n<p>\uc758\uc57d\ud488 \ubd80\ubb38\uc5d0\uc11c\ub294 \ubbf8\uad6d \uad00\uc138\ub97c \uc55e\ub454 \ub2e8\uae30 \uae30\ud68c\ub3c4 \uac70\ub860\ub41c\ub2e4. \uc218\ucd9c \uc120\uc801\uc774 \uc55e\ub2f9\uaca8\uc9c0\uace0 \uc788\uc73c\uba70, \ubb3c\ub958 \uc5c5\uccb4\ub294 2026\ub144 4\uc6d4 \ubbf8\uad6d\ud5a5 \uc758\uc57d\ud488 \ud56d\uacf5\ud654\ubb3c(\ud56d\uacf5 \uc6b4\uc1a1 \ubb3c\ub7c9)\uc774 \uc804\uc6d4 \ub300\ube44 15% \ub298\uc5c8\ub2e4\uace0 \ubcf4\uace0\ud588\ub2e4. \uad00\ub828 \uc81c\uc57d\uc8fc\ub97c \ub9e4\uc218\ud574 \ub2e8\uae30 \uc99d\uac00\ubd84\uc744 \ub178\ub9b4 \uc218 \uc788\uc9c0\ub9cc, 7\uc6d4 31\uc77c \uad00\uc138 \ubc1c\ud6a8 \uc2dc\uc810 \uc774\ud6c4 \uc218\uc694\uac00 \uae09\uac10\ud560 \uc218 \uc788\uc5b4 \ubc1c\ud6a8 \uc804 \uccad\uc0b0(\ud3ec\uc9c0\uc158\uc744 \uc815\ub9ac\ud574 \uc190\uc775\uc744 \ud655\uc815\ud558\ub294 \uac83) \uc900\ube44\uac00 \ud544\uc694\ud558\ub2e4\ub294 \ub0b4\uc6a9\uc774\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc2f1\uac00\ud3ec\ub974 NODX \ubc18\ub4f1, \uc804\uc790\u00b7\uc758\uc57d\ud488\uc774 \uacac\uc778\ud588\uc9c0\ub9cc \uc11d\uc720\ud654\ud559\uc740 \ubd80\uc9c4\u2014\uc218\ucd9c \u2018K\uc790\u2019 \uc2ec\ud654. AI \ubc18\ub3c4\uccb4\ub294 \ub871, \ube44\uc804\uc790\ub294 \uc20f\u00b7\ud48b \ud5e4\uc9c0 \uc720\ud6a8. \uad00\uc138 \uc804 \uc758\uc57d\ud488 \uc120\uc8fc\ubb38\uc740 \ub2e8\uae30 \ud638\uc7ac.<\/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-46966","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\/46966","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=46966"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46966\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46966"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46966"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46966"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}