{"id":50249,"date":"2026-06-25T10:28:18","date_gmt":"2026-06-25T10:28:18","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%ec%a4%91%ea%b5%ad-%ec%a6%9d%ec%8b%9c-%ed%95%98%eb%9d%bd%ec%97%90%eb%8f%84-%ea%b8%b0%ea%b4%80-%ec%9e%90%ea%b8%88-%ec%9c%a0%ec%9e%85-%ec%a7%80%ec%86%8d%ec%a0%80%ed%8f%89%ea%b0%80-%eb%a7%a4\/"},"modified":"2026-06-25T10:28:18","modified_gmt":"2026-06-25T10:28:18","slug":"%ec%a4%91%ea%b5%ad-%ec%a6%9d%ec%8b%9c-%ed%95%98%eb%9d%bd%ec%97%90%eb%8f%84-%ea%b8%b0%ea%b4%80-%ec%9e%90%ea%b8%88-%ec%9c%a0%ec%9e%85-%ec%a7%80%ec%86%8d%ec%a0%80%ed%8f%89%ea%b0%80-%eb%a7%a4","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%a4%91%ea%b5%ad-%ec%a6%9d%ec%8b%9c-%ed%95%98%eb%9d%bd%ec%97%90%eb%8f%84-%ea%b8%b0%ea%b4%80-%ec%9e%90%ea%b8%88-%ec%9c%a0%ec%9e%85-%ec%a7%80%ec%86%8d%ec%a0%80%ed%8f%89%ea%b0%80-%eb%a7%a4\/","title":{"rendered":"\uc911\uad6d \uc99d\uc2dc \ud558\ub77d\uc5d0\ub3c4 \uae30\uad00 \uc790\uae08 \uc720\uc785 \uc9c0\uc18d\u2026\uc800\ud3c9\uac00 \ub9e4\ub825\u00b7\uc815\ucc45 \uc9c0\uc6d0\uc5d0 \ub9e4\uc218\uc138 \uc720\uc785"},"content":{"rendered":"<p>\uc911\uad6d \uc8fc\uc2dd\uc73c\ub85c\uc758 \uae30\uad00 \uc790\uae08 \uc720\uc785\uc740 \ud55c\uad6d\uacfc \ub300\ub9cc\uc5d0\uc11c\uc758 \uc790\uae08 \uc720\ucd9c\ub85c \uc544\uc2dc\uc544 \uc804\ubc18 \ud22c\uc790\uc2ec\ub9ac\uac00 \uc57d\ud654\ub418\ub294 \uac00\uc6b4\ub370\uc11c\ub3c4 \uacac\uc870\ud558\uac8c \uc720\uc9c0\ub418\uace0 \uc788\ub2e4. \uc911\uad6d \uc8fc\uc2dd\uc740 \uc62c\ud574 \ub4e4\uc5b4 15~16% \ud558\ub77d\ud588\uc73c\uba70, \uc2e0\uaddc \ub9e4\uc218 \uaddc\ubaa8\ubcf4\ub2e4 \uae30\uc874 \ubcf4\uc720 \ud3ec\uc9c0\uc158\uc758 \ud3c9\uac00\uc190\uc774 \ub354 \ud06c\uac8c \ubc18\uc601\ub410\ub2e4. \uc775\uc2a4\ud3ec\uc800\ub294 2026\ub144 \ubc94\uc704 \uae30\uc900 8\ud37c\uc13c\ud0c0\uc77c\uc5d0 \uc704\uce58\ud574 \uc788\uc73c\ub098, \uadf8 \ubc94\uc704 \uc790\uccb4\uac00 \uc774\ub840\uc801\uc73c\ub85c \uc881\uc558\ub2e4. \uc5f0\uc911 \ubcf4\uc720 \uaddc\ubaa8\ub294 12\uac1c\uc6d4 \ub864\ub9c1 \ud3c9\uade0 \ub300\ube44 \uc57d 10~18% \uc0c1\ub2e8\uc5d0\uc11c \uc6c0\uc9c1\uc600\uc73c\uba70, \uc774\ub294 \uace0\uc810 \uad6c\uac04\uc5d0\uc11c\uc758 \uc18c\ud3ed \ud6c4\ud1f4\uc77c \ubfd0 \u2018\uc5b8\ub354\uc6e8\uc774\ud2b8\u2019\ub85c\uc758 \uc804\ud658\uc774\ub77c\uae30\ubcf4\ub2e4\ub294 \ube44\uc911 \ucd95\uc18c \uc815\ub3c4\uc5d0 \uac00\uae5d\ub2e4\ub294 \ud574\uc11d\uc774 \uac00\ub2a5\ud558\ub2e4.<\/p>\n<p>\uc774\ubc88 \ub9e4\ub3c4\uc138\ub294 \uc8fc\uc694 \uc911\uad6d \uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc(ETF)\uc758 \uc57d\ud55c \uac00\uaca9 \ud750\ub984\uacfc \ub9de\ubb3c\ub838\ub2e4. \uc774\ub4e4 ETF\ub294 \uc5f0\ucd08 \ub300\ube44 \uace0\uc810 \ub300\ube44 \uc57d 20% \ub0ae\uace0, \uacfc\ub9e4\ub3c4 \uad6d\uba74\uacfc \uc5f0\uad00\ub3fc \uc790\uc8fc \uc5b8\uae09\ub418\ub294 200\uc77c \uc774\ub3d9\ud3c9\uade0\uc120 \ub300\ube44\ub85c\ub3c4 12% \uc774\uc0c1 \ubc11\ub3cc\uace0 \uc788\ub2e4. \ubc38\ub958\uc5d0\uc774\uc158\uc740 \uc0c1\ub300\uc801\uc73c\ub85c \ub0ae\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc0c1\ud558\uc774\uc99d\uad8c\uac70\ub798\uc18c\ub294 \ud6c4\ud589 \uc8fc\uac00\uc218\uc775\ube44\uc728(P\/E) 17.6\ubc30, \ud64d\ucf69 H\uc9c0\uc218(\ud64d\ucf69\uc911\uad6d\uae30\uc5c5\uc9c0\uc218\u00b7HSCEI)\ub294 11.3\ubc30\ub2e4. \uad6d\uacbd\uc744 \ub118\ub294 \uc790\uc0b0 \ubc30\ubd84\uc740 \uc800\ud3c9\uac00 \ub9e4\ub825, \uacac\uc870\ud55c \uc218\ucd9c \uc9c0\ud45c, \ucd94\uac00 \uc815\ucc45 \uc9c0\uc6d0 \uae30\ub300\uc5d0 \ud798\uc785\uc5b4 \uacc4\uc18d \uc99d\uac00\ud558\uace0 \uc788\ub2e4.<\/p>\n<h3>\uae30\uad00 \ub9e4\uc218 \ud328\ud134\uacfc \uc2dc\uc7a5 \uc5ed\ud559<\/h3>\n<p>\uc911\uad6d \uc8fc\uc2dd\uc9c0\uc218\uc758 \ubd80\uc9c4\ud55c \uc131\uacfc\uc640 \uae30\uad00\ud22c\uc790\uac00\uc758 \uc9c0\uc18d\uc801\uc778 \ub9e4\uc218 \uc0ac\uc774\uc5d0 \ub69c\ub837\ud55c \uad34\ub9ac\uac00 \ub098\ud0c0\ub098\uace0 \uc788\ub2e4. HSCEI\uac00 \uc57d\uc138\uc7a5(\ubca0\uc5b4\ub9c8\ucf13)\uc5d0 \uc788\uc74c\uc5d0\ub3c4 \uc8fc\uc694 \uc790\uae08\uc740 \uc57d\uc138\ub97c \ub9e4\uc218 \uae30\ud68c\ub85c \ud65c\uc6a9\ud558\ub294 \ubaa8\uc2b5\uc774\ub2e4. \uc774\ub294 \ub2e8\uae30 \ube44\uad00\ub860\uc744 \ub118\uc5b4\uc11c\ub294 \uc7a5\uae30 \uc790\uae08\uc774 \uc720\uc785\ub418\uba70 \uc7a0\uc7ac\uc801 \uac00\uaca9 \ud558\ub2e8(\ubc14\ub2e5)\uc774 \ud615\uc131\ub418\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n<p>\uc774 \uac19\uc740 \u2018\ud558\ub77d \uc2dc \ub9e4\uc218\u2019 \uc2ec\ub9ac\ub294 \uc2e0\uaddc \uc815\ucc45 \uc2dc\uadf8\ub110\uacfc \uacac\uc870\ud55c \uacbd\uc81c \uc9c0\ud45c\uc5d0 \uc758\ud574 \uac15\ud654\ub418\uace0 \uc788\ub2e4. \uc911\uad6d\uc778\ubbfc\uc740\ud589(PBoC)\uc774 \uc774\ub2ec \ucd08 1\ub144\ubb3c \ub300\ucd9c\uc6b0\ub300\uae08\ub9ac(LPR)\ub97c 15bp(0.15%p) \uc778\ud558\ud55c \uac83\uc740 \uc815\ucc45 \uc9c0\uc6d0 \uae30\ub300\ub97c \uc7ac\ud655\uc778\uc2dc\ucf30\ub2e4. \ub610\ud55c \uc911\uad6d \ud574\uad00\ucd1d\uc11c(General Administration of Customs)\ub294 2026\ub144 5\uc6d4 \uc218\ucd9c\uc774 \uc804\ub144 \ub3d9\uc6d4 \ub300\ube44 5.8% \uc99d\uac00\ud588\ub2e4\uace0 \ubc1c\ud45c\ud574, \uae30\uad00 \uc790\uae08\uc774 \uc8fc\ubaa9\ud558\ub294 \uacbd\uae30 \ud0c4\ub825\uc131\uc744 \ud655\uc778\ud574\uc92c\ub2e4.<\/p>\n<p>\ubc38\ub958\uc5d0\uc774\uc158 \ub9e4\ub825\ub3c4 \ub69c\ub837\ud558\ub2e4. HSCEI\ub294 P\/E 11.5\ubc30 \uc218\uc900\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\uc73c\uba70, S&#038;P500\uc758 \ud6c4\ud589 P\/E\uac00 28\ubc30\ub97c \uc0c1\ud68c\ud55c \ubbf8\uad6d \ub4f1\uacfc \ube44\uad50\ud558\uba74 \ud560\uc778 \ud3ed\uc774 \ud06c\ub2e4. \uc911\uad6d \uc8fc\uac00 \ud558\ub77d\ud3ed\uc740 \ud380\ub354\uba58\ud138 \ud6fc\uc190 \ub300\ube44 \uacfc\ub3c4\ud574 \ubcf4\uc774\uba70, \uc9c4\uc785 \uad6c\uac04\uc73c\ub85c\uc11c \ub9e4\ub825\ub3c4\uac00 \ubd80\uac01\ub41c\ub2e4.<\/p>\n<h3>\ud30c\uc0dd\uc2dc\uc7a5 \uad00\uc810\uc758 \uc2dc\uc0ac\uc810\uacfc \uae30\ud68c<\/h3>\n<p>\ud30c\uc0dd \uc2dc\uc7a5 \uad00\uc810\uc5d0\uc11c\ub294 \uae30\uad00 \ub9e4\uc218\uc138\uac00 \ucd94\uac00 \uae09\ub77d\uc744 \uc81c\ud55c\ud560 \uc218 \uc788\ub2e4\ub294 \uc810\uc5d0\uc11c \ud558\ubc29 \ubcf4\ud638(\ud48b) \ub9e4\ub3c4 \uae30\ud68c\uac00 \uc2dc\uc0ac\ub41c\ub2e4. FXI \ub4f1 \uc8fc\uc694 \uc911\uad6d ETF \uc635\uc158\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131\uc740 \uc9c0\ub09c\ub2ec \uace0\uc810 \ub300\ube44 \ub454\ud654\ub410\uc9c0\ub9cc \uc5ec\uc804\ud788 \ub192\uc740 \uc218\uc900\uc73c\ub85c, \ud48b \ub9e4\ub3c4\uc790\uc5d0\uac8c \ub9e4\ub825\uc801\uc778 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc81c\uacf5\ud558\uace0 \uc788\ub2e4. \ubc15\uc2a4\uad8c \ud750\ub984 \ub610\ub294 \uc644\ub9cc\ud55c \ubc18\ub4f1\uc5d0 \uc720\ub9ac\ud55c \uc804\ub7b5\uc5d0 \uc6b0\ud638\uc801\uc778 \ud658\uacbd\uc774\ub77c\ub294 \ud310\ub2e8\uc774\ub2e4.<\/p>\n<p>\ub530\ub77c\uc11c \ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548 FXI \ub4f1 \uc8fc\uc694 ETF\ub97c \ub300\uc0c1\uc73c\ub85c \ud604\uae08\ub2f4\ubcf4 \ud48b \ub9e4\ub3c4(cash-secured puts) \ub610\ub294 \ubd88 \ud48b \uc2a4\ud504\ub808\ub4dc(bull put spreads) \uc804\ub7b5\uc774 \uc720\ud6a8\ud55c \ub300\uc548\uc774 \ub420 \uc218 \uc788\ub2e4. \uc774 \uc811\uadfc\uc740 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ud655\ubcf4\ud558\ub294 \ub3d9\uc2dc\uc5d0, \ud604\uc7ac\uc758 \uacfc\ub9e4\ub3c4 \uc218\uc900\ubcf4\ub2e4 \ub354 \ub0ae\uc740 \uac00\uaca9\uc5d0\uc11c \uac15\uc138 \ud3ec\uc9c0\uc158\uc744 \uad6c\ucd95\ud560 \uc218 \uc788\uac8c \ud55c\ub2e4. \uc5ed\uc0ac\uc801\uc73c\ub85c \uae30\uad00 \uc218\uae09\uacfc \uac1c\uc778 \uc2ec\ub9ac \uac04 \uad34\ub9ac\uac00 \ud655\ub300\ub418\ub294 \uad6c\uac04\uc740 \uc885\uc885 \uc2dc\uc7a5 \ubc29\ud5a5 \uc804\ud658\uc758 \uc804\uc870\ub85c \uc791\uc6a9\ud574 \uc654\ub2e4.<\/p>\n\n\n\n<p><b>\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 \u2014 VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 <a href=\"https:\/\/www.vtmarkets.com\/kr-asia\/trade-now\/\">\uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"<p>\u2018\uc911\uad6d\ub9cc \uc0b0\ub2e4\u2019\u2026\uc544\uc2dc\uc544 \ud22c\uc2ec \ud754\ub4e4\ub824\ub3c4 \uae30\uad00\uc790\uae08 \uc720\uc785 \uc9c0\uc18d. \uc8fc\uac00 15~16% \ud558\ub77d\u00b7ETF \uacfc\ub9e4\ub3c4\uc5d0\ub3c4 \uc800\ud3c9\uac00(HSCEI 11\ubc30)\u00b7\uc218\ucd9c \ud0c4\ub825\u00b7\uc815\ucc45 \uae30\ub300\uac00 \ub9e4\uc218 \ub4b7\ubc1b\uce68, \ud48b\ub9e4\ub3c4 \uae30\ud68c \ubd80\uac01.<\/p>\n","protected":false},"author":87,"featured_media":50248,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50249","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\/50249","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=50249"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50249\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50248"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50249"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50249"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50249"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}