{"id":48970,"date":"2026-06-17T20:24:05","date_gmt":"2026-06-17T20:24:05","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ed%85%8c%ec%8a%ac%eb%9d%bc-%ec%a0%84%ea%b8%b0%ec%b0%a8-%eb%84%98%ec%96%b4-%ec%82%ac%ec%97%85-%ed%99%95%ec%9e%a5%ec%97%98%eb%a6%ac%ec%96%b4%ed%8a%b8-%ed%8c%8c%eb%8f%99-%ec%a1%b0%ec%a0%95\/"},"modified":"2026-06-17T20:24:05","modified_gmt":"2026-06-17T20:24:05","slug":"%ed%85%8c%ec%8a%ac%eb%9d%bc-%ec%a0%84%ea%b8%b0%ec%b0%a8-%eb%84%98%ec%96%b4-%ec%82%ac%ec%97%85-%ed%99%95%ec%9e%a5%ec%97%98%eb%a6%ac%ec%96%b4%ed%8a%b8-%ed%8c%8c%eb%8f%99-%ec%a1%b0%ec%a0%95","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ed%85%8c%ec%8a%ac%eb%9d%bc-%ec%a0%84%ea%b8%b0%ec%b0%a8-%eb%84%98%ec%96%b4-%ec%82%ac%ec%97%85-%ed%99%95%ec%9e%a5%ec%97%98%eb%a6%ac%ec%96%b4%ed%8a%b8-%ed%8c%8c%eb%8f%99-%ec%a1%b0%ec%a0%95\/","title":{"rendered":"\ud14c\uc2ac\ub77c, \uc804\uae30\ucc28 \ub118\uc5b4 \uc0ac\uc5c5 \ud655\uc7a5\u2026\uc5d8\ub9ac\uc5b4\ud2b8 \ud30c\ub3d9 \uc870\uc815\uc5d0 774\ub2ec\ub7ec \ubaa9\ud45c\uac00 \u2018\uac00\uc2dc\uad8c\u2019"},"content":{"rendered":"<p>\ud14c\uc2ac\ub77c(NASDAQ: TSLA)\ub294 \uc804\uae30\ucc28\ub97c \ub118\uc5b4 \uc778\uacf5\uc9c0\ub2a5(AI), \uc790\uc728\uc8fc\ud589, \uc5d0\ub108\uc9c0 \uc800\uc7a5, \ub85c\ubcf4\ud2f1\uc2a4, \ucca8\ub2e8 \uc81c\uc870 \ub4f1\uc73c\ub85c \ud65c\ub3d9 \uc601\uc5ed\uc744 \ud655\uc7a5\ud558\uace0 \uc788\ub2e4. \ucc28\ub7c9 \ud310\ub9e4\uc640 \ud568\uaed8 \uc644\uc804\uc790\uc728\uc8fc\ud589(FSD), \uc7a0\uc7ac\uc801 \ub85c\ubcf4\ud0dd\uc2dc(Robotaxi) \uc11c\ube44\uc2a4, \u2018\uba54\uac00\ud329(Megapack)\u2019 \uc5d0\ub108\uc9c0 \uc800\uc7a5\uc7a5\uce58, \ud734\uba38\ub178\uc774\ub4dc \ub85c\ubd07 \u2018\uc635\ud2f0\uba38\uc2a4(Optimus)\u2019 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ud22c\uc790\ud558\uba70, \uc804\ub3d9\ud654\uc640 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc218\uc694 \ud655\ub300\uc5d0 \ub530\ub77c \uacf5\ub7b5 \uac00\ub2a5\ud55c \uc2dc\uc7a5(\ucd1d\uc8fc\uc18c\uac00\ub2a5\uc2dc\uc7a5)\uc744 \ub113\ud788\ub294 \ubaa8\uc2b5\uc774\ub2e4. \ub610\ud55c \ud14d\uc2a4\ud2b8\ub294 \ud14c\uc2ac\ub77c\uc758 \uacac\uc870\ud55c \uc7ac\ubb34\uc0c1\ud0dc\ud45c\uc640 \uc720\ub3d9\uc131\uc774 \uacbd\uae30 \ubd88\ud655\uc2e4\uc131 \uad6d\uba74\uc5d0\uc11c\ub3c4 \uc7a5\uae30 \uc804\ub7b5\uc801 \uc9c0\ucd9c\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4\uace0 \uc9c0\uc801\ud55c\ub2e4.<\/p>\n<p>\uae30\uc220\uc801 \uce21\uba74\uc5d0\uc11c\ub294 \uc5d8\ub9ac\uc5b4\ud2b8 \ud30c\ub3d9 \ubd84\uc11d\uc744 \ud1b5\ud574 \ud14c\uc2ac\ub77c \ucc28\ud2b8\ub97c \ud574\uc11d\ud55c\ub2e4. 2021\ub144 11\uc6d4 1\uc77c \uc0ac\uc0c1 \ucd5c\uace0\uce58\uae4c\uc9c0 \u2018\uadf8\ub79c\ub4dc \uc288\ud37c \uc0ac\uc774\ud074\u2019 5\ud30c \uc0c1\uc2b9\uc744 \u0437\u0430\u0432\u0435\u0440\u0448(\uc644\uc131)\ud55c \ub4a4, 2023\ub144 1\uc6d4 \u2018\ube14\ub8e8 \ubc15\uc2a4(Blue Box)\u2019 \ub9e4\uc218 \uad6c\uac04\uc5d0 \uc9c4\uc785\ud55c \ud6c4 \uc870\uc815 \ud558\ub77d\uc774 \ub9c8\ubb34\ub9ac\ub410\ub2e4\ub294 \uc124\uba85\uc774\ub2e4. 2023\ub144 1\uc6d4 \uc800\uc810 \uc774\ud6c4 \uc8fc\uac00\ub294 \uace0\uc810\uacfc \uc800\uc810\uc744 \ub192\uc5ec \uc654\uc9c0\ub9cc, \ud30c\ub3d9 3(Wave III) \uc784\ud384\uc2a4\ub77c\uae30\ubcf4\ub2e4\ub294 (I)-(II) \ubc0f I-II \ud615\ud0dc\uac00 \uc911\ucca9\ub418\ub294 \u2018\ub124\uc2a4\ud305(nesting) \uc2dc\ud000\uc2a4\u2019\uc5d0 \ubd80\ud569\ud558\ub294 \uacb9\uce68 \uc6c0\uc9c1\uc784\uc744 \ubcf4\uc600\ub2e4\uace0 \ub367\ubd99\uc778\ub2e4. \ub610 2025\ub144 12\uc6d4 \uace0\uc810 \uc774\ud6c4 3\ud30c \uc870\uc815\uc774 \uc774\uc5b4\uc84c\uc73c\uba70, 2023\ub144 2\uc6d4 1\uc77c \ubc0f 2026\ub144 4\uc6d4 9\uc77c \uc800\uc810, 293\ub2ec\ub7ec \ubd80\uadfc\uc73c\ub85c\uc758 \ucd94\uac00 \ud558\ub77d \uac00\ub2a5\uc131, \uc7a5\uae30 \ubaa9\ud45c\uac00 774\ub2ec\ub7ec\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd94\uace0 \uc788\ub2e4\uace0 \uc804\ud55c\ub2e4.<\/p>\n<h3>Strategic Opportunity During the Current Pullback<\/h3>\n<p>2025\ub144 12\uc6d4 \uace0\uc810\uc5d0\uc11c \uc2dc\uc791\ub41c \uc870\uc815\uc131 \ub418\ub3cc\ub9bc\uc744 \uac10\uc548\ud560 \ub54c, \uc6b0\ub9ac\ub294 \ucd5c\uadfc\uc758 \uc57d\uc138\ub97c \uc804\ub7b5\uc801 \uae30\ud68c\ub85c \ubcf8\ub2e4. 2026\ub144 4\uc6d4 \uc800\uc810\uc73c\ub85c \ud5a5\ud55c 3\ud30c \ud558\ub77d\uc740 \ub2e4\uc74c \uc8fc\uc694 \uc0c1\uc2b9\uc744 \uc704\ud55c \uc5d0\ub108\uc9c0\ub97c \uc2dc\uc7a5\uc774 \ucd95\uc801\ud558\uace0 \uc788\ub2e4\ub294 \uc6b0\ub9ac\uc758 \uad00\uc810\uacfc \ubd80\ud569\ud55c\ub2e4. \uc624\ub298(2026\ub144 6\uc6d4 17\uc77c) \uae30\uc900\uc73c\ub85c, \ubd04\ucca0 \uc800\uc810 \ubd80\uadfc\uae4c\uc9c0\uc758 \ucd94\uac00 \ud558\ub77d\uc740 \ud3ec\uc9c0\uc158\uc744 \uad6c\ucd95\ud560 \uae30\ud68c\ub85c \ud574\uc11d\ud574\uc57c \ud55c\ub2e4.<\/p>\n<p>\uac15\uc138 \uad00\uc810\uc740 \ucc28\ub7c9 \ud310\ub9e4\ub97c \ub118\uc5b4\uc11c\ub294 \uac15\ub825\ud55c \ud380\ub354\uba58\ud138 \uc21c\ud48d\uc5d0 \uc758\ud574 \uac15\ud654\ub418\uace0 \uc788\ub2e4. \uc608\ucee8\ub300 \ud14c\uc2ac\ub77c\uc758 2026\ub144 1\ubd84\uae30 \uc2e4\uc801 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74 \uba54\uac00\ud329 \uc124\uce58(\ubc30\uce58) \uaddc\ubaa8\uac00 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 40% \uc99d\uac00\ud574 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc0ac\uc5c5\ubd80\uc758 \uc131\uc7a5 \uac00\uc18d\uc744 \ubcf4\uc5ec\uc92c\ub2e4. \uc5ec\uae30\uc5d0 \ud14d\uc0ac\uc2a4, \ud50c\ub85c\ub9ac\ub2e4 \ub4f1 \ud575\uc2ec \uc8fc\uc5d0\uc11c \uc790\uc728\uc8fc\ud589 \ud638\ucd9c\ud615(\ub77c\uc774\ub4dc\ud5e4\uc77c\ub9c1) \uc11c\ube44\uc2a4\uc5d0 \ub300\ud55c \uaddc\uc81c \uba85\ud655\uc131\uc774 \ucd5c\uadfc \uc81c\uace0\ub41c \uc810\uc774 \ub354\ud574\uc9c0\uba74\uc11c, \uc804\ud1b5\uc801 \uc644\uc131\ucc28 \uc5c5\uccb4\ub97c \ub118\uc5b4\uc11c\ub294 \ubc38\ub958\uc5d0\uc774\uc158\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4\ub294 \uc8fc\uc7a5\uc774\ub2e4.<\/p>\n<h3>Technical and Derivative Positioning for Long-Term Growth<\/h3>\n<p>\ud30c\uc0dd\uc0c1\ud488 \ud2b8\ub808\uc774\ub354 \uad00\uc810\uc5d0\uc11c\ub294, \uc774 \uac19\uc740 \uad6c\uc870\uac00 2026\ub144 4\ubd84\uae30 \ub9cc\uae30 \ucf5c\uc635\uc158 \ub9e4\uc218 \ub610\ub294 \ubd88 \ucf5c \uc2a4\ud504\ub808\ub4dc(bull call spread) \uc804\ub7b5\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ucd5c\uadfc \uac00\uaca9 \ubc15\uc2a4\uad8c(\ud6a1\ubcf4)\uc73c\ub85c \uc778\ud574 4\uc6d4 \uace0\uc810\uc5d0\uc11c \ub192\uc544\uc84c\ub358 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(IV)\uc774 \uc9c4\uc815\ub418\uba74\uc11c, \ud504\ub9ac\ubbf8\uc5c4 \ub9e4\uc218(\ub871 \ud504\ub9ac\ubbf8\uc5c4) \uc804\ub7b5\uc5d0 \ubcf4\ub2e4 \uc6b0\ud638\uc801\uc778 \uc9c4\uc785 \uad6c\uac04\uc774 \ud615\uc131\ub410\ub2e4\ub294 \ud3c9\uac00\ub2e4. \uc6b0\ub9ac\ub294 \uc644\ub9cc\ud55c \uc6b0\uc0c1\ud5a5\uc774 \uc544\ub2c8\ub77c \u2018\uc758\ubbf8 \uc788\ub294 \ube0c\ub808\uc774\ud06c\uc544\uc6c3\u2019\uc5d0 \ubca0\ud305\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\ub124\uc2a4\ud305 \ud615\ud0dc\uc758 \uc5d8\ub9ac\uc5b4\ud2b8 \ud30c\ub3d9 \ud328\ud134\uc740 \uac15\ub825\ud55c \ubcc0\ub3d9\uc774 \uc784\ubc15\ud588\uc74c\uc744 \uc2dc\uc0ac\ud558\uba70, \uadf8 \uc2dc\uc791 \uc804\uc5d0 \ud3ec\uc9c0\uc154\ub2dd\uc744 \uc644\ub8cc\ud558\uace0\uc790 \ud55c\ub2e4. \uacfc\uac70 \uc131\uc7a5\uc8fc\uc5d0\uc11c \uc720\uc0ac\ud55c \uae30\uc220\uc801 \uc14b\uc5c5\uc740 \uc218\uac1c\uc6d4\uc5d0 \uac78\uce5c \uae09\ub4f1 \ub7a0\ub9ac\uc5d0 \uc120\ud589\ud55c \uc0ac\ub840\uac00 \uc788\ub2e4. 2023\ub144 \uc800\uc810 \uc774\ud6c4 \uc774\uc5b4\uc9c4 \uacb9\uce68 \uc0c1\uc2b9 \uad6c\uac04\uc740 \ub9ce\uc740 \ud22c\uc790\uc790\uc758 \uc778\ub0b4\uc2ec\uc744 \uc2dc\ud5d8\ud574\uc654\uc9c0\ub9cc, \ud070 \ud655\uc7a5 \uad6d\uba74 \uc804 \u2018\uc5d0\ub108\uc9c0 \uc751\ucd95(\ucf54\uc77c\ub9c1)\u2019 \uacfc\uc815\uc5d0\uc11c \ud754\ud788 \ub098\ud0c0\ub098\ub294 \ud2b9\uc9d5\uc774\ub77c\ub294 \uc124\uba85\uc774\ub2e4.<\/p>\n<p>\ub2e4\ub9cc \uae30\ubcf8 \uc2dc\ub098\ub9ac\uc624\ub294 \uac15\uc138\uc774\uc9c0\ub9cc, \ub9ac\uc2a4\ud06c \uad00\ub9ac\ub294 2026\ub144 4\uc6d4 \uc800\uc810\uc744 \uc911\uc2ec\uc73c\ub85c \uc774\ub904\uc838\uc57c \ud55c\ub2e4. \ud574\ub2f9 \uc218\uc900\uc744 \uba85\ud655\ud788 \ud558\ud5a5 \uc774\ud0c8\ud560 \uacbd\uc6b0 \ubcf4\ub2e4 \ubcf5\uc7a1\ud558\uace0 \uc7a5\uae30\ud654\ub41c \uc870\uc815\uc774 \uc9c4\ud589 \uc911\uc784\uc744 \uc2dc\uc0ac\ud560 \uc218 \uc788\uc5b4, \ubcf4\uc720 \ub871 \ud3ec\uc9c0\uc158\uc5d0 \ub300\ud574 \ud48b\uc635\uc158\uc744 \ud1b5\ud55c \ubcf4\ud638(\ud5e4\uc9c0)\uac00 \ud569\ub9ac\uc801\uc778 \uc120\ud0dd\uc774 \ub420 \uc218 \uc788\ub2e4. \uadf8\ub7ec\ub098 \uac00\uaca9\uc774 \uc774 \uc9c0\uc9c0\uc120 \uc704\uc5d0 \uba38\ubb34\ub294 \ud55c, \ucd5c\uc18c \uc800\ud56d \uacbd\ub85c\ub294 \uc7a5\uae30 \ubaa9\ud45c\uac00\uc778 774\ub2ec\ub7ec\ub97c \ud5a5\ud55c\ub2e4\ub294 \ud310\ub2e8\uc774\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u2018\uc870\uc815\uc740 \uae30\ud68c\u2019 \ud14c\uc2ac\ub77c, EV \ub118\uc5b4 AI\u00b7\ub85c\ubcf4\ud0dd\uc2dc\u00b7\uba54\uac00\ud329\u00b7\uc635\ud2f0\uba38\uc2a4 \ud655\uc7a5. \uacac\uc870\ud55c \uc720\ub3d9\uc131\uc73c\ub85c \uc7a5\uae30\ud22c\uc790 \uc9c0\uc18d. \uc5d8\ub9ac\uc5b4\ud2b8 \ub124\uc2a4\ud305 \ud6c4 3\ud30c \uc870\uc815, 293\ub2ec\ub7ec \ud14c\uc2a4\ud2b8 \uac00\ub2a5\u2026\uc9c0\uc9c0 \uc2dc 774\ub2ec\ub7ec \ubaa9\ud45c. \ucf5c\u00b7\ubd88\uc2a4\ud504\ub808\ub4dc \uc720\ud6a8.<\/p>\n","protected":false},"author":87,"featured_media":47749,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-48970","post","type-post","status-publish","format-standard","has-post-thumbnail","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\/48970","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=48970"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/48970\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/47749"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=48970"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=48970"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=48970"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}