\uc544\uc2dc\uc544 \uc99d\uc2dc\ub294 \uae08\uc694\uc77c \ubbf8\uad6d-\uc774\ub780 \ud569\uc758 \uae30\ub300\uc640 \uc5d4\ube44\ub514\uc544(Nvidia)\uc758 \uac15\ud55c \uc2e4\uc801 \uc804\ub9dd(\uac00\uc774\ub358\uc2a4)\uc774 \ub370\uc774\ud130\uc13c\ud130 \uc218\uc694\uc640 \u2018\uc5d0\uc774\uc804\ud2f1(Agentic) AI\u2019\uc5d0 \ud798\uc785\uc5c8\ub2e4\ub294 \ud3c9\uac00 \uc18d\uc5d0 \uc0c1\uc2b9\ud588\ub2e4. \ub2db\ucf00\uc774225\ub294 \uc57d 6\ub9cc3,400\uc5d0\uc11c 2.8% \uc62c\ub790\uace0, \uc0c1\ud558\uc774\ub294 4,110\uc73c\ub85c \uc0c1\uc2b9\ud588\uc73c\uba70, \ud64d\ucf69 \ud56d\uc14d\uc9c0\uc218\ub294 1.2% \uc624\ub978 \uc57d 2\ub9cc5,700, \uc778\ub3c4 \ub2c8\ud504\ud2f050\uc740 0.5% \uc0c1\uc2b9\ud55c \uc57d 2\ub9cc3,780\uc744 \uae30\ub85d\ud588\ub2e4.<\/p>\n
\uc774\ub780 \ub178\ub3d9\ub274\uc2a4\ud1b5\uc2e0(ILNA)\uc740 \ud30c\ud0a4\uc2a4\ud0c4\uc758 \uc911\uc7ac\ub85c \ubbf8\uad6d\uacfc \uc774\ub780\uc774 \ucd5c\uc885 \ud569\uc758\ubb38 \ucd08\uc548\uc744 \ub9c8\ub828\ud588\uc73c\uba70, \uc218 \uc2dc\uac04 \ub0b4 \ud0c0\uacb0 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4\uace0 \ubcf4\ub3c4\ud588\ub2e4. \ub2e4\ub9cc \uc774\ub780\uc774 \uc6b0\ub77c\ub284 \ube44\ucd95\ubd84(\ud575\uc5f0\ub8cc\ub85c \uc804\uc6a9\ub420 \uc218 \uc788\ub294 \uc6b0\ub77c\ub284\uc744 \uc77c\uc815\ub7c9 \ubcf4\uc720\ud558\ub294 \uac83) \uc720\uc9c0\uc640 \ud638\ub974\ubb34\uc988 \ud574\ud611 \ud1b5\ud589\ub8cc(\uc120\ubc15 \ud1b5\uacfc\uc5d0 \ubd80\uacfc\ud558\ub294 \ube44\uc6a9) \uc2dc\uc2a4\ud15c\uc744 \uac15\uc870\ud558\uace0 \uc788\ub2e4\ub294 \ubcf4\ub3c4\ub3c4 \ub098\uc654\ub2e4.<\/p>\n
CNBC\uc5d0 \ub530\ub974\uba74 \uc5d4\ube44\ub514\uc544 \ucd5c\uace0\uacbd\uc601\uc790(CEO) \uc820\uc2a8 \ud669\uc740 \uc5d0\uc774\uc804\ud2f1 AI \uc2dc\ub300\uac00 \ub3c4\ub798\ud588\uace0 \u2018AI \ud329\ud1a0\ub9ac(\ub300\uaddc\ubaa8 AI \uc5f0\uc0b0\uc744 \uc704\ud574 GPU \uc11c\ubc84\ub97c \ub300\ub7c9 \uad6c\ucd95\ud55c \ub370\uc774\ud130\uc13c\ud130)\u2019 \uad6c\ucd95\uc774 \ube68\ub77c\uc9c0\uace0 \uc788\ub2e4\uace0 \ub9d0\ud588\ub2e4. \ub610 \uc5d4\ube44\ub514\uc544 \ud50c\ub7ab\ud3fc\uc774 \uc564\ud2b8\ub85c\ud53d(Anthropic), \uc624\ud508AI(OpenAI), \uc2a4\ud398\uc774\uc2a4XAI, \uba54\ud0c0, \uad6c\uae00 \uc81c\ubbf8\ub098\uc774(Gemini) \ub4f1 \ucd5c\ucca8\ub2e8 AI \ubaa8\ub378(\ucd5c\uc2e0 \uc131\ub2a5\uc758 \ub300\ud615 AI)\uc744 \uad6c\ub3d9\ud55c\ub2e4\uace0 \uc5b8\uae09\ud588\ub2e4.<\/p>\n
\ubbf8 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\uc5f0\uc900) \uc804\ub9dd\uc5d0\ub3c4 \uc2dc\uc120\uc774 \uc3e0\ub9b0\ub2e4. \uae08\ub9ac \uc120\ubb3c \uac00\uaca9\uc744 \ubc14\ud0d5\uc73c\ub85c \uc2dc\uc7a5 \ud655\ub960\uc744 \ubcf4\uc5ec\uc8fc\ub294 CME \u2018\ud398\ub4dc\uc6cc\uce58(FedWatch)\u2019\uc5d0 \ub530\ub974\uba74 \uae08\ub9ac \ub3d9\uacb0 \ud655\ub960\uc740 50.8%, \uc62c\ud574 \ucd5c\uc18c 1\ud68c \uc778\uc0c1 \ud655\ub960\uc740 48.1%\ub85c \uc9d1\uacc4\ub410\ub2e4.<\/p>\n
\uc778\uacf5\uc9c0\ub2a5(AI)\uc740 \uc2e0\uacbd\ub9dd(\ub1cc\uc758 \ub274\ub7f0 \uc5f0\uacb0\uc744 \ubcf8\ub72c \uacc4\uc0b0 \ubc29\uc2dd), \uba38\uc2e0\ub7ec\ub2dd(\ub370\uc774\ud130\ub85c \uaddc\uce59\uc744 \ud559\uc2b5\ud558\ub294 \uae30\ubc95), \ub525\ub7ec\ub2dd(\uc2e0\uacbd\ub9dd\uc744 \uc5ec\ub7ec \uce35\uc73c\ub85c \uc313\uc544 \ubcf5\uc7a1\ud55c \ud328\ud134\uc744 \ud559\uc2b5), \uc790\uc5f0\uc5b4 \ucc98\ub9ac(NLP\u00b7\uc0ac\ub78c\uc758 \uc5b8\uc5b4\ub97c \uc774\ud574\u00b7\uc0dd\uc131\ud558\ub294 \uae30\uc220) \ub4f1\uc744 \ud3ec\uad04\ud55c\ub2e4. \uad81\uadf9\uc801\uc73c\ub85c\ub294 \ubc94\uc6a9 \uc778\uacf5\uc9c0\ub2a5(AGI\u00b7\uc0ac\ub78c \uc218\uc900\uc758 \ubc94\uc6a9 \ubb38\uc81c \ud574\uacb0 \ub2a5\ub825\uc744 \ubaa9\ud45c)\uae4c\uc9c0 \uac70\ub860\ub41c\ub2e4. \ud65c\uc6a9 \ubd84\uc57c\ub85c\ub294 \ucc57GPT, \uad6c\uae00 \ubc14\ub4dc(Bard), \ubbf8\ub4dc\uc800\ub2c8(Midjourney), AI \uae30\ubc18 \ub300\ucd9c \uc2ec\uc0ac(\ub300\ucd9c \uc704\ud5d8\uc744 \uc790\ub3d9 \ud3c9\uac00), \uc2e0\uc57d \uac1c\ubc1c, \uc720\ud29c\ube0c\u00b7\uc2a4\ud3ec\ud2f0\ud30c\uc774\u00b7\ud398\uc774\uc2a4\ubd81\uc758 \ucd94\ucc9c \uc2dc\uc2a4\ud15c \ub4f1\uc774 \uc788\ub2e4.<\/p>\n
\uc5d0\uc774\uc804\ud2f1 AI \uc11c\uc0ac\ub294 \uc5d4\ube44\ub514\uc544\uc758 \uac15\ud55c \uac00\uc774\ub358\uc2a4\uc640 \ub9de\ubb3c\ub9ac\uba70 \uc9c0\ub09c\ud574 \ud070 \ud3ed\uc758 \uc0c1\uc2b9\uc7a5\uc744 \uc774\ub04c\uc5c8\ub2e4. \uadf8 \uacb0\uacfc \uae30\uc220\uc8fc \ubc38\ub958\uc5d0\uc774\uc158(\uae30\uc5c5\uac00\uce58 \ud3c9\uac00)\uc774 \uacfc\uc5f4 \uad6c\uac04\uc73c\ub85c \uc774\ub3d9\ud588\ub2e4\ub294 \uc9c0\uc801\uc774 \ub098\uc628\ub2e4. \ub098\uc2a4\ub2e5100\uc758 \uc120\ud589 \uc8fc\uac00\uc218\uc775\ube44\uc728(Forward P\/E\u00b7\ud5a5\ud6c4 12\uac1c\uc6d4 \uc608\uc0c1 \uc774\uc775 \ub300\ube44 \uc8fc\uac00 \uc218\uc900)\uc740 \ucd5c\uadfc 38\uae4c\uc9c0 \uc62c\ub77c 2023\ub144 \uc911\ubc18\uc758 25\uc5d0\uc11c \ud06c\uac8c \uc0c1\uc2b9\ud588\ub2e4. \uc774\ub294 \uc7a5\uae30\uc801\uc778 AI \uc131\uc7a5 \uc804\ub9dd\uc774 \uc720\uc9c0\ub418\ub354\ub77c\ub3c4 \ub2e8\uae30 \uae09\ub77d(\uac00\ud30c\ub978 \uc870\uc815) \uc704\ud5d8\uc774 \ucee4\uc84c\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub41c\ub2e4.<\/p>\n
\ub192\uc544\uc9c4 \ubc38\ub958\uc5d0\uc774\uc158\uacfc \ub0b4\uc7ac \ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \ud5a5\ud6c4 \ubcc0\ub3d9 \uc608\uc0c1\uce58)\uc744 \uac10\uc548\ud558\uba74 \uae30\uc220\uc8fc\uc5d0 \ub300\ud574 \ubc29\uc5b4\uc801 \uc804\ub7b5\uc774 \ubd80\uac01\ub41c\ub2e4. QQQ \uac19\uc740 \ub300\ud615 \uae30\uc220\uc8fc ETF\uc5d0 \uc7a5\uae30 \ud48b\uc635\uc158(\uac00\uaca9 \ud558\ub77d \uc2dc \uc774\uc775\uc774 \ub098\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud558\uba74 \ud5a5\ud6c4 6\uac1c\uc6d4 \ub0b4 10~15% \uc870\uc815 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud558\ub294 \ube44\uc6a9 \ud6a8\uc728\uc801 \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\ub2e4. \uc5d4\ube44\ub514\uc544 \ub4f1 \uac1c\ubcc4 \uc885\ubaa9 \ube44\uc911\uc774 \ud070 \ud22c\uc790\uc790\ub294 \uc678\uac00\uaca9(out-of-the-money\u00b7\ud604\uc7ac \uac00\uaca9\ubcf4\ub2e4 \ubd88\ub9ac\ud55c \ud589\uc0ac\uac00\uc758) \ucee4\ubc84\ub4dc\ucf5c(\uc8fc\uc2dd\uc744 \ubcf4\uc720\ud55c \uc0c1\ud0dc\uc5d0\uc11c \ucf5c\uc635\uc158\uc744 \ub9e4\ub3c4\ud574 \ud504\ub9ac\ubbf8\uc5c4 \uc218\uc775\uc744 \uc5bb\ub294 \uc804\ub7b5)\uc744 \ud1b5\ud574 \uc218\uc775\uc744 \ud655\ubcf4\ud558\uba74\uc11c \uc77c\ubd80 \ud558\ub77d \uc644\ucda9 \ud6a8\uacfc\ub97c \ub178\ub9b4 \uc218 \uc788\ub2e4.<\/p>\n
\ud1b5\ud654\uc815\ucc45 \uc804\ub9dd\ub3c4 1\ub144 \uc804\ubcf4\ub2e4 \ubd88\ud655\uc2e4\uc131\uc774 \ucee4\uc84c\ub2e4. 2025\ub144\uc5d0\ub294 \uc5f0\uc900\uc758 \ub2e4\uc74c \uc870\uce58\uc5d0 \ub300\ud574 \uc0ac\uc2e4\uc0c1 \u2018\ubc18\ubc18\u2019\uc774\uc5c8\uc9c0\ub9cc, \ucd5c\uadfc\uc5d0\ub294 \uc778\ud50c\ub808\uc774\uc158 \uc7ac\ud655\uc0b0 \uc6b0\ub824\uac00 \ubd80\uac01\ub410\ub2e4. 2026\ub144 4\uc6d4 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI\u00b7\uc18c\ube44\uc790\uac00 \uccb4\uac10\ud558\ub294 \ubb3c\uac00 \uc218\uc900\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 3.8%\ub85c \uc608\uc0c1\ubcf4\ub2e4 \ub192\uac8c \ub098\uc654\ub2e4. \ud398\ub4dc\uc6cc\uce58\ub294 9\uc6d4\uae4c\uc9c0 \uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131\uc744 65%\ub85c \ubc18\uc601\ud558\uace0 \uc788\ub2e4.<\/p>\n
\uc774\ucc98\ub7fc \ub9e4\ud30c\uc801(\uae08\ub9ac \uc778\uc0c1\uc5d0 \uc6b0\ud638\uc801\uc778) \uae30\ub958\uac00 \uac15\ud654\ub418\uba74 \ucc44\uad8c \ub4f1 \uace0\uc815\uae08\ub9ac \uc790\uc0b0\uc740 \ucde8\uc57d\ud574\uc9c8 \uc218 \uc788\ub2e4. \uc5f0\uc900 \uacbd\ub85c \ubd88\ud655\uc2e4\uc131\uc740 \uae08\ub9ac \ud30c\uc0dd\uc0c1\ud488(\uae08\ub9ac \ubcc0\ub3d9\uc5d0 \uc5f0\ub3d9\ub41c \uae08\uc735\uc0c1\ud488)\uc5d0\uc11c \uae30\ud68c\ub97c \ub9cc\ub4e4 \uc218 \uc788\ub2e4. \uc7a5\uae30 \uad6d\ucc44 ETF\uc5d0 \ub300\ud55c \ud48b\uc635\uc158 \ub9e4\uc218\ub294 \uae08\ub9ac \uc778\uc0c1 \u2018\uc11c\ud504\ub77c\uc774\uc988\u2019 \ub610\ub294 \ubb3c\uac00\uc758 \uace0\ucc29\ud654(\ub192\uc740 \ubb3c\uac00\uac00 \uc27d\uac8c \ub0b4\ub824\uc624\uc9c0 \uc54a\ub294 \uc0c1\ud0dc)\ub85c \ucc44\uad8c \uac00\uaca9\uc774 \uae09\ub77d\ud560 \uacbd\uc6b0\uc5d0 \ub300\ube44\ud558\ub294 \uc804\ub7b5\uc73c\ub85c \uac70\ub860\ub41c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"
\ubbf8\u00b7\uc774\ub780 \ud569\uc758 \uae30\ub300\uc640 \uc5d4\ube44\ub514\uc544 \u2018\uc5d0\uc774\uc804\ud2f1 AI\u2019 \uac00\uc774\ub358\uc2a4\uc5d0 \uc544\uc2dc\uc544 \uc99d\uc2dc \ub3d9\ubc18 \uc0c1\uc2b9. \uadf8\ub7ec\ub098 \ub098\uc2a4\ub2e5100 \ubc38\ub958\uc5d0\uc774\uc158 \uacfc\uc5f4\u00b7\uc5f0\uc900 \ub9e4\ud30c \ubd88\ud655\uc2e4\uc131 \ud655\ub300\u2026 QQQ\u00b7\uc7a5\uae30\ucc44 \ud48b\u00b7\ucee4\ubc84\ub4dc\ucf5c\ub85c \ubc29\uc5b4 \ud544\uc694.<\/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-47286","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\/47286","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=47286"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/47286\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=47286"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=47286"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=47286"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}