{"id":50475,"date":"2026-06-29T19:21:08","date_gmt":"2026-06-29T19:21:08","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%eb%af%b8%ea%b5%ad%c2%b7%ec%9d%b4%eb%9e%80-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ed%98%91%ec%83%81-%ec%9e%ac%ea%b0%9c%ec%97%90-%ea%b3%b5%ea%b2%a9-%ec%9d%bc%ec%8b%9c-%ec%a4%91%eb%8b%a8\/"},"modified":"2026-06-29T19:21:08","modified_gmt":"2026-06-29T19:21:08","slug":"%eb%af%b8%ea%b5%ad%c2%b7%ec%9d%b4%eb%9e%80-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ed%98%91%ec%83%81-%ec%9e%ac%ea%b0%9c%ec%97%90-%ea%b3%b5%ea%b2%a9-%ec%9d%bc%ec%8b%9c-%ec%a4%91%eb%8b%a8","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%af%b8%ea%b5%ad%c2%b7%ec%9d%b4%eb%9e%80-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ed%98%91%ec%83%81-%ec%9e%ac%ea%b0%9c%ec%97%90-%ea%b3%b5%ea%b2%a9-%ec%9d%bc%ec%8b%9c-%ec%a4%91%eb%8b%a8\/","title":{"rendered":"\ubbf8\uad6d\u00b7\uc774\ub780, \ud638\ub974\ubb34\uc988 \ud611\uc0c1 \uc7ac\uac1c\uc5d0 \uacf5\uaca9 \uc77c\uc2dc \uc911\ub2e8\u2026\uc720\uac00\ub294 \ubcf4\ud569, AI\ubc1c \uc778\ud50c\ub808\uc774\uc158 \ub9ac\uc2a4\ud06c\ub294 \ud655\ub300"},"content":{"rendered":"<p>\ubbf8\uad6d\uacfc \uc774\ub780\uc740 \uc774\ubc88 \uc8fc \uc608\uc815\ub41c \ud638\ub974\ubb34\uc988 \ud574\ud611 \ubc0f \uad00\ub828 \uc0ac\uc548\uc5d0 \ub300\ud55c \ud611\uc0c1 \uc7ac\uac1c\ub97c \uc55e\ub450\uace0 \uc0c1\ud638 \uacf5\uaca9\uc744 \uc77c\ub2e8 \uc911\ub2e8\ud558\uae30\ub85c \ud569\uc758\ud588\ub2e4. \uba70\uce60\uac04 \uc774\uc5b4\uc9c4 \ubcf4\ubcf5\uc131 \ud0c0\uaca9\uc73c\ub85c \uc7a0\uc815 \ud734\uc804\uc774 \ud754\ub4e4\ub9b0 \ub4a4 \ub098\uc628 \uc870\uce58\ub2e4. \uc774\ub2ec \uccb4\uacb0\ub41c \uc591\ud574\uac01\uc11c(MOU)\uc5d0 \uad00\ud55c \uae30\uc220 \ud611\uc758\ub294 \uacc4\uc18d\ub418\uba70, \uc591\uce21\uc740 \ub2f9\ubd84\uac04 \ud55c\ubc1c \ubb3c\ub7ec\uc11c\uba74\uc11c \uc120\ubc15 \uc6b4\ud56d\uc774 \ubcf4\ub2e4 \uc6d0\ud65c\ud574\uc9c8 \uc804\ub9dd\uc774\ub2e4. \ucd5c\uadfc \ucda9\ub3cc\uc740 \uc774\ub780\uc774 \ucee8\ud14c\uc774\ub108\uc120\uc744 \uacf5\uaca9\ud558\uba74\uc11c \uc2dc\uc791\ub410\uace0, \uc774\ud6c4 \ubbf8\uad6d\uc758 \ubcf4\ubcf5\uacfc \ucd94\uac00\uc801\uc778 \uc120\ubc15 \uacf5\uaca9\uc774 \uc624\uac00\ub294 \ub4f1 \uacf5\ubc29\uc774 \uc774\uc5b4\uc84c\ub2e4.<\/p>\n\n<p>\uae34\uc7a5\uc774 \uc644\ud654\ub418\uc790 \uc2dc\uc7a5\uc740 \uc2e0\uc911\ud558\uac8c \ubc18\uc751\ud588\ub2e4. \ube0c\ub80c\ud2b8\uc720\ub294 0.903% \uc624\ub978 72.64, WTI\ub294 1.228% \uc0c1\uc2b9\ud55c 70.08\uc744 \uae30\ub85d\ud588\ub2e4. \uc624\ub9cc\uc0b0 \uc6d0\uc720\ub294 3.847% \uae09\ub4f1\ud574 66.69\ub85c \uc62c\ub77c\uc130\ub2e4. \ubc18\uba74 \ub450\ubc14\uc774\uc720\ub294 0.575% \ud558\ub77d\ud55c 79.214\ub85c \ub9c8\uac10\ud588\ub2e4. \ud574\ub2f9 \uc740\ud589\uc740 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5 \uc815\uc0c1\ud654\ub85c \uac78\ud504 \uc9c0\uc5ed \ubcc0\uc218\uc5d0 \ub300\ud55c \uc778\ud50c\ub808\uc774\uc158 \ubbfc\uac10\ub3c4\uac00 \ub0ae\uc544\uc9c0\uace0 \uc788\ub2e4\uace0 \ud3c9\uac00\ud588\ub2e4. \uc720\uac00\ubc1c \ubb3c\uac00 \uc555\ub825\uc774 \uc644\ud654\ub418\ub294 \uac00\uc6b4\ub370\uc11c\ub3c4, \uae00\ub85c\ubc8c \uc778\uacf5\uc9c0\ub2a5(AI) \ud22c\uc790 \uc0ac\uc774\ud074\uacfc \ub9de\ubb3c\ub9b0 \uacf5\uae09 \uce21 \uc81c\uc57d\uc774 \uc0c8\ub86d\uac8c \ubd80\uc0c1\ud558\uace0 \uc788\ub2e4\uace0 \uc9c0\uc801\ud588\ub2e4. \ud2b9\ud788 \ud55c\uad6d\uc758 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc744 \uc704\ud55c 1,350\uc870\uc6d0(\uc57d 1\uc870\ub2ec\ub7ec) \uaddc\ubaa8\uc758 \ubbfc\uad00 \ud504\ub85c\uadf8\ub7a8\uc744 \uac70\ub860\ud558\uba70 \ud544\uc694\ud55c \uc124\ube44\ud22c\uc790(CAPEX) \uaddc\ubaa8\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc0ac\ub840\ub85c \ub4e4\uc5c8\uace0, \uc2e0\ud2b8\ub77c(Sintra) \ud3ec\ub7fc\uc744 \uc5f0\uc900 \uc758\uc7a5 \ucf00\ube48 \uc6cc\uc2dc\uc640 \ub2e4\ub978 \uc911\uc559\uc740\ud589 \uc778\uc0ac\ub4e4\uc774 \uc778\ud50c\ub808\uc774\uc158\uc5d0 \ub300\ud55c \uac15\uacbd \uae30\uc870\ub97c \uc7ac\ud655\uc778\ud560 \uc218 \uc788\ub294 \ubb34\ub300\ub85c \uc9c0\ubaa9\ud588\ub2e4.<\/p>\n\n<h3>\uae34\uc7a5 \uc644\ud654\uac00 \uc720\uac00\uc640 \ubcc0\ub3d9\uc131\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/h3>\n\n<p>\ubbf8\uad6d\uacfc \uc774\ub780\uc758 \uc774\ubc88 \ud569\uc758\ub294 \uc6d0\uc720 \uac00\uaca9\uc5d0 \ubc18\uc601\ub3fc \uc788\ub358 \uc9c0\uc815\ud559\uc801 \uc704\ud5d8 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc77c\uc2dc\uc801\uc73c\ub85c \ub0ae\ucd94\ub294 \uc694\uc778\uc73c\ub85c \ubcf8\ub2e4. \ud558\ub8e8 \uc57d 2,100\ub9cc \ubc30\ub7f4\uc758 \uc6d0\uc720\uac00 \ud638\ub974\ubb34\uc988 \ud574\ud611\uc744 \ud1b5\uacfc\ud558\uba70 \uc774\ub294 \uae00\ub85c\ubc8c \uc18c\ube44\uc758 \uc57d 20%\ub97c \ucc28\uc9c0\ud558\ub294 \ub9cc\ud07c, \uc774\ubc88 \uae34\uc7a5 \uc644\ud654\ub294 \ub300\uaddc\ubaa8 \uacf5\uae09 \ucda9\uaca9\uc5d0 \ub300\ud55c \ub2e8\uae30\uc801 \uc704\ud611\uc744 \ud06c\uac8c \uc904\uc778\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548 \uae09\ub4f1 \ub9ac\uc2a4\ud06c\uc5d0 \ub300\ud55c \uacf5\ud3ec\uac00 \uc7a6\uc544\ub4e4 \uacbd\uc6b0 \ube0c\ub80c\ud2b8\uc720\uc640 WTI\uc758 \uc678\uac00\uaca9(out-of-the-money) \ucf5c\uc635\uc158\uc744 \ub9e4\ub3c4\ud558\ub294 \uc804\ub7b5\uc774 \uc720\ud6a8\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n<p>\uc774\ub294 2019\ub144 \uc5ed\ub0b4 \uacf5\uaca9\uc73c\ub85c \ube0c\ub80c\ud2b8 \uc120\ubb3c\uc774 \ud558\ub8e8 \ub9cc\uc5d0 \uac70\uc758 20% \uae09\ub4f1\ud588\ub358 \uacfc\uac70 \uc0ac\ub840\uc640 \ub69c\ub837\uc774 \ub300\ube44\ub41c\ub2e4. \ud604 \ud734\uc804 \uad6d\uba74\uc740 \uc6d0\uc720\uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc774 \ub0ae\uc544\uc9c8 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud558\uba70, \uc635\uc158\uc2dc\uc7a5\uc5d0\uc11c \ubcc0\ub3d9\uc131 \ub9e4\ub3c4(\uc1fc\ud2b8 \ubcfc) \ud3ec\uc9c0\uc158\uc758 \ub9e4\ub825\ub3c4\ub97c \ub192\uc778\ub2e4. \ub2e4\ub9cc \ud611\uc0c1\uc774 \uacb0\ub82c\ub420 \uc870\uc9d0\uc740 \uc774\ub7ec\ud55c \ud3ec\uc9c0\uc158\uc744 \uc2e0\uc18d\ud788 \uccad\uc0b0\ud574\uc57c \ud558\ub294 \uc2e0\ud638\uac00 \ub420 \uc218 \uc788\uc5b4 \uba74\ubc00\ud788 \uc8fc\uc2dc\ud560 \uc608\uc815\uc774\ub2e4.<\/p>\n\n<h3>\uad6c\uc870\uc801 \uc778\ud50c\ub808\uc774\uc158 \ub9ac\uc2a4\ud06c\uc640 \uae08\ub9ac \uc804\ub9dd<\/h3>\n\n<p>\ub2e4\ub9cc \uc5d0\ub108\uc9c0 \uce21\uba74\uc758 \ub2e8\uae30 \uc548\ub3c4\uac10\uc740 \ub354 \uc9c0\uc18d\uc801\uc778 \ubb3c\uac00 \uc694\uc778\uc73c\ub85c\ubd80\ud130 \uc2dc\uc120\uc744 \ub3cc\ub9ac\ub294 \uc694\uc778\uc77c \uc218 \uc788\ub2e4. \uc6b0\ub9ac\ub294 AI \ud22c\uc790 \uc0ac\uc774\ud074\uc5d0\uc11c \uae30\uc778\ud558\ub294 \uc0c8\ub85c\uc6b4 \uacf5\uae09 \uc81c\uc57d\uc5d0 \uc8fc\ubaa9\ud558\uace0 \uc788\uc73c\uba70, \ucd5c\uadfc \ub370\uc774\ud130\uc5d0\uc11c \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc790\ubb3c\uac00\uc9c0\uc218(PPI)\uac00 \uc804\ub144 \ub300\ube44 15% \uc774\uc0c1 \uc0c1\uc2b9\ud55c \uac83\uc73c\ub85c \ub098\ud0c0\ub09c \uc810\uc744 \uadfc\uac70\ub85c \ub4e0\ub2e4. \uc774\ub294 \uc911\uc559\uc740\ud589\uc774 \uc678\uba74\ud558\uae30 \uc5b4\ub824\uc6b4 \uc0c8\ub85c\uc6b4 \uad6c\uc870\uc801 \uc778\ud50c\ub808\uc774\uc158 \uc6d0\ucc9c\uc774 \ud615\uc131\ub418\uace0 \uc788\uc74c\uc744 \uc758\ubbf8\ud55c\ub2e4.<\/p>\n\n<p>\uc774 \uac19\uc740 \uae30\uc800 \ubb3c\uac00 \uc555\ub825\uc740 \uc911\uc559\uc740\ud589\uc774 \ub204\ub9b4 \uc218 \uc788\ub294 \uc644\ucda9 \ud6a8\uacfc\uac00 \ub2e8\uae30\uc5d0 \uadf8\uce60 \uac00\ub2a5\uc131\uc744 \ub192\uc774\uba70, \uae08\ub9ac\uac00 \u2018\ub354 \ub192\uc740 \uc218\uc900\uc5d0\uc11c \ub354 \uc624\ub798(higher for longer)\u2019 \uc720\uc9c0\ub420 \uac83\uc774\ub77c\ub294 \uae30\uc874 \uacac\ud574\ub97c \uac15\ud654\ud55c\ub2e4. \ud604\uc7ac \uc2dc\uc7a5 \uac00\uaca9\uc774 12\uc6d4\uae4c\uc9c0 \uc5f0\uc900 \uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc744 \uac70\uc758 50%\ub85c \ubc18\uc601\ud558\uace0 \uc788\ub294 \uac83\uc740 \uc810\uc810 \ub099\uad00\uc801\uc73c\ub85c \ubcf4\uc778\ub2e4. \uc6b0\ub9ac\ub294 \uc5f0\ub9d0\uae4c\uc9c0 \uc5f0\uc900\uc774 \uae08\ub9ac\ub97c \ub3d9\uacb0\ud560 \uac83\uc774\ub77c\ub294 \uc2dc\ub098\ub9ac\uc624\uc5d0 \ubca0\ud305\ud558\ub294 \ub2f4\ubcf4\ubd80 \uc775\uc77c\ubb3c \uae08\ub9ac(SOFR) \uc120\ubb3c \ubc0f \uc635\uc158\uc5d0\uc11c \uae30\ud68c\ub97c \ucc3e\uc744 \uc218 \uc788\ub2e4\uace0 \ubcf8\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>\ud638\ub974\ubb34\uc988 \uae34\uc7a5 \uc644\ud654\uc5d0 \ubbf8\u00b7\uc774\ub780 \uacf5\uaca9 \uc911\ub2e8\u2026\uc720\uac00 \ub9ac\uc2a4\ud06c\ud504\ub9ac\ubbf8\uc5c4\uc740 \ud6c4\ud1f4\ud588\uc9c0\ub9cc, AI\u00b7\ubc18\ub3c4\uccb4 CAPEX\ubc1c \uacf5\uae09\uc81c\uc57d\uc774 \uad6c\uc870\uc801 \uc778\ud50c\ub808\ub97c \ud0a4\uc6b0\uba70 \u2018\uace0\uae08\ub9ac \uc7a5\uae30\ud654\u2019 \ubca0\ud305\uc774 \ubd80\uc0c1.<\/p>\n","protected":false},"author":87,"featured_media":50216,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50475","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\/50475","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=50475"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50475\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50216"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50475"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50475"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50475"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}