\uc911\uad6d \ucc28\uc774\uc2e0(Caixin) \uc11c\ube44\uc2a4\uc5c5 \uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218(PMI)\ub294 5\uc6d4 54.4\ub85c \uc0c1\uc2b9\ud574 \uc2dc\uc7a5 \uc608\uc0c1\uce58(52.3)\ub97c \uc6c3\ub3cc\uc558\ub2e4. \ubbfc\uac04 \uc870\uc0ac\uc5d0 \ub530\ub974\uba74 \uc774 \uc218\uce58\ub294 \uc11c\ube44\uc2a4 \ubd80\ubb38 \uc804\ubc18\uc758 \ud65c\ub3d9 \ud655\uc7a5\uc774 \ub354 \ube68\ub77c\uc84c\uc74c\uc744 \uc2dc\uc0ac\ud558\uba70, \ubaa8\uba58\ud140\uc774 \uc608\uc0c1\ubcf4\ub2e4 \uac15\ud654\ub41c \uac83\uc73c\ub85c \ud574\uc11d\ub41c\ub2e4.<\/p>\n
\uc774\ubc88 \uc9c0\ud45c\ub294 \uc911\uad6d \ub0b4\uc218 \uc218\uc694\uc5d0 \ub300\ud55c \ucd5c\uadfc PMI \uc2e0\ud638\uc5d0 \ud798\uc744 \ubcf4\ud0dc\ub294 \ud55c\ud3b8, \uc2e4\uc81c\uce58\uc640 \ucee8\uc13c\uc11c\uc2a4 \ucd94\uc815\uce58 \uac04 \uaca9\ucc28\ub294 \uc2dc\uc7a5\uc774 \ub2f9\ucd08 \ubc18\uc601\ud588\ub358 \uac83\ubcf4\ub2e4 \uc2e4\uc801\uc774 \ub354 \uacac\uc870\ud588\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. 5\uc6d4 \uc218\uce58\ub294 \uacbd\uae30 \ud655\uc7a5\uacfc \uc704\ucd95\uc744 \uac00\ub974\ub294 \uae30\uc900\uc120\uc778 50\uc744 \uc0c1\ud68c\ud558\uba70 \uc9c0\uc218\uc758 \ud655\uc7a5 \uad6d\uba74\uc744 \uc720\uc9c0\ud588\ub2e4.<\/p>\n
\uc911\uad6d\uc758 5\uc6d4 \uc11c\ube44\uc2a4 \uc9c0\ud45c\uac00 \ud070 \ud3ed\uc73c\ub85c \uc608\uc0c1\uce58\ub97c \uc0c1\ud68c\ud55c \uac83\uc740 \uc2dc\uc7a5\uc774 \uacfc\uc18c\ud3c9\uac00\ud574 \uc628 \uacac\uc870\ud55c \ub0b4\uc218 \uc218\uc694\ub97c \uc2dc\uc0ac\ud55c\ub2e4. \uc774\ub294 \uc18c\ube44 \ubc0f \uacbd\uae30 \uc5ec\uac74\uc774 \uac1c\uc120\ub418\uace0 \uc788\uc74c\uc744 \uc758\ubbf8\ud55c\ub2e4\uace0 \ubcf8\ub2e4. \uc774\ub7ec\ud55c \u2018\uc11c\ud504\ub77c\uc774\uc988\u2019\ub294 \ud5a5\ud6c4 \uba87 \uc8fc \ub3d9\uc548 \uc911\uad6d \uc5f0\uacc4 \uc790\uc0b0\uc5d0 \ub300\ud55c \uc57d\uc138 \ud3ec\uc9c0\uc158\uc744 \uc7ac\ud3c9\uac00\ud558\uac8c \ub9cc\ub4e4 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4.<\/p>\n
\uc774\ub294 \uc911\uad6d \uc704\uc548\ud654\uc5d0 \ub300\ud574 \uac15\uc138 \uad00\uc810\uc744 \ucde8\ud574\uc57c \ud55c\ub2e4\ub294 \uba85\ud655\ud55c \uc2e0\ud638\ub85c \ubcf8\ub2e4. \ud2b8\ub808\uc774\ub354\ub4e4\uc740 \ucd94\uac00\uc801\uc778 \ud1b5\ud654 \uac15\uc138\ub97c \uc608\uc0c1\ud558\uba70 CNH \ucf5c\uc635\uc158 \ub9e4\uc218 \ub610\ub294 USD\/CNH \uc120\ubb3c \ub9e4\ub3c4\ub97c \uace0\ub824\ud560 \uc218 \uc788\ub2e4. \uc774\ub7ec\ud55c \uc2dc\uac01\uc740 \uc911\uad6d\uc778\ubbfc\uc740\ud589(PBoC)\uc774 \uc77c\uc77c \uae30\uc900\ud658\uc728(\uc911\uc559\ud328\ub9ac\ud2f0)\uc744 \uc2dc\uc7a5 \uc608\uc0c1\ubcf4\ub2e4 \uac15\ud558\uac8c \uace0\uc2dc\ud574 \uc654\ub2e4\ub294 \uc810\uc5d0\uc11c\ub3c4 \ub4b7\ubc1b\uce68\ub41c\ub2e4. \uc774\ub294 \ud1b5\ud654 \uc57d\uc138\ub97c \uc5b5\uc81c\ud558\uaca0\ub2e4\ub294 \uc758\uc9c0\ub97c \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n
\uc774\ubc88 \uc9c0\ud45c\ub294 \uc11c\ube44\uc2a4\uc5c5 \ud638\uc870\uac00 \uc5ec\ud589 \ubc0f \uc5d0\ub108\uc9c0 \uc18c\ube44\ub97c \ub298\ub9ac\ub294 \ub9cc\ud07c \uc720\uac00\uc5d0 \ub300\ud55c \uae0d\uc815\uc801 \uc804\ub9dd\ub3c4 \uac15\ud654\ud55c\ub2e4. \ub9cc\uae30\ub294 2026\ub144 7\uc6d4\u00b78\uc6d4\uc778 \ube0c\ub80c\ud2b8\uc720 \ucf5c\uc635\uc158 \ub9e4\uc218\ub97c \uac80\ud1a0\ud558\uace0 \uc788\ub2e4. \ucd5c\uadfc OPEC+ \ud68c\uc758 \uad00\ub828 \ub370\uc774\ud130\ub294 \uac10\uc0b0 \uc720\uc9c0 \uc758\uc9c0\uac00 \ud655\uc778\ub418\uc5c8\uc74c\uc744 \ubcf4\uc5ec\uc8fc\uba70, \uacf5\uae09\uc774 \ud0c0\uc774\ud2b8\ud55c \ud658\uacbd\uc744 \uc870\uc131\ud574 \uc774\ubc88\uacfc \uac19\uc740 \uc218\uc694 \uce21 \uae0d\uc815 \ucda9\uaca9\uc5d0 \ubbfc\uac10\ud558\uac8c \ubc18\uc751\ud560 \uc218 \uc788\ub2e4.<\/p>\n
\uc911\uad6d \uacbd\uae30\uc758 \ud575\uc2ec \ud504\ub85d\uc2dc\ub85c \uaf3d\ud788\ub294 \ud638\uc8fc\ub2ec\ub7ec\ub3c4 \uc0c1\uc2b9 \uc555\ub825\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4. \ub9ac\uc2a4\ud06c\ub97c \uc81c\ud55c\ud558\uae30 \uc704\ud574 \ucf5c \uc2a4\ud504\ub808\ub4dc \ub9e4\uc218 \ub4f1 AUD\/USD \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \ud3ec\uc9c0\uc158\uc744 \uac80\ud1a0\ud558\uace0 \uc788\ub2e4. \uc9c0\ub09c\uc8fc \ubc1c\ud45c\ub41c \ud638\uc8fc\uc758 \ucd5c\uc2e0 \ubb34\uc5ed\uc218\uc9c0 \uc790\ub8cc\uc5d0\uc11c\ub3c4 \ub300(\u5c0d)\uc911\uad6d \uc218\ucd9c\uc774 \uc804\uc6d4 \ub300\ube44 4% \uc99d\uac00\ud55c \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\ub294\ub370, \uc774\ubc88 \uc11c\ube44\uc2a4 \uc9c0\ud45c\ub294 \uc774\ub7ec\ud55c \ud750\ub984\uc744 \ub354\uc6b1 \uac00\uc18d\ud560 \uc218 \uc788\ub2e4.<\/p>\n
\uc8fc\uc2dd \uce21\uba74\uc5d0\uc11c\ub294 \ud56d\uc14d\ud14c\ud06c\uc9c0\uc218(Hang Seng Tech Index) \ub4f1 \uc911\uad6d \uc18c\ube44 \ubc0f \uae30\uc220\uc8fc \uc911\uc2ec \uc9c0\uc218\uc5d0 \ub300\ud55c \ub871(\ub9e4\uc218) \ud3ec\uc9c0\uc158\uc744 \uc120\ud638\ud55c\ub2e4. \uacfc\uac70\uc5d0\ub3c4 \uac15\ud55c \uc11c\ube44\uc2a4 PMI\ub294 \ub2e8\uae30 \ub7a0\ub9ac\uc5d0 \uc120\ud589\ud55c \uc0ac\ub840\uac00 \uc788\ub2e4. \uc608\ucee8\ub300 2024\ub144 3\ubd84\uae30\uc5d0\ub3c4 \uc720\uc0ac\ud55c \u2018\uc11c\ud504\ub77c\uc774\uc988\u2019\uac00 \ub098\uc628 \ub4a4 \ub2e4\uc74c \ub2ec \ub3d9\uc548 \ud574\ub2f9 \uc9c0\uc218\uac00 7% \uae09\ub4f1\ud588\ub2e4. \uc9c0\uc218 \uc120\ubb3c \ub610\ub294 \uc635\uc158\uc744 \ud1b5\ud574 \uc775\uc2a4\ud3ec\uc800\ub97c \ud655\ubcf4\ud560 \uc218 \uc788\ub2e4.<\/p>\n
\uc774\ubc88 \uae0d\uc815\uc801 \uc11c\ud504\ub77c\uc774\uc988\ub294 \uc544\uc2dc\uc544\uc5d0\uc11c\uc758 \uc758\ubbf8 \uc788\ub294 \uacbd\uae30 \ub454\ud654\uc5d0 \ub300\ud55c \uc6b0\ub824\ub97c \uc644\ud654\ud574 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc744 \ub0ae\ucd9c \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \ub9cc\uae30\uac00 \uac00\uae4c\uc6b4 CBOE \ubcc0\ub3d9\uc131\uc9c0\uc218(VIX) \ud48b\uc635\uc158 \ub9e4\ub3c4\ub3c4 \uace0\ub824\ud560 \uc218 \uc788\ub2e4. VIX\ub294 \ud604\uc7ac 14.5 \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\uc73c\uba70, \uae00\ub85c\ubc8c \uc131\uc7a5 \uc6b0\ub824\uac00 \uc644\ud654\ub420 \uacbd\uc6b0 \uc5f0\ucd08\uc5d0 \uad00\uce21\ub410\ub358 12~13 \uad6c\uac04\uc73c\ub85c \ub418\ub3cc\uc544\uac08 \uc5ec\uc9c0\uac00 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"
\u201c\uc608\uc0c1 \ubc16 \uc911\uad6d \ub0b4\uc218 \uc11c\ud504\ub77c\uc774\uc988\u201d 5\uc6d4 \ucc28\uc774\uc2e0 \uc11c\ube44\uc2a4 PMI 54.4\ub85c \uae09\ub4f1, \ucee8\uc13c\uc11c\uc2a4 \uc0c1\ud68c. \uc704\uc548\u00b7\uc720\uac00\u00b7\ud638\uc8fc\ub2ec\ub7ec\u00b7\ud56d\uc14d\ud14c\ud06c \uac15\uc138 \ubca0\ud305 \ubd80\uac01, VIX \ud558\ub77d \uc5ec\uc9c0\ub3c4.<\/p>\n","protected":false},"author":87,"featured_media":49951,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49214","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\/49214","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=49214"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/49214\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/49951"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=49214"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=49214"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=49214"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}