{"id":50482,"date":"2026-06-29T20:51:59","date_gmt":"2026-06-29T20:51:59","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%eb%a7%a4%ea%b7%b8%eb%8b%88%ed%94%bc%ec%84%bc%ed%8a%b8-7-%ec%8f%a0%eb%a6%bc-%eb%a6%ac%ec%8a%a4%ed%81%ac-%eb%b6%80%ea%b0%81%ea%b2%bd%ec%a0%9c%ec%a0%81-%ed%95%b4%ec%9e%90\/"},"modified":"2026-06-29T20:51:59","modified_gmt":"2026-06-29T20:51:59","slug":"%eb%a7%a4%ea%b7%b8%eb%8b%88%ed%94%bc%ec%84%bc%ed%8a%b8-7-%ec%8f%a0%eb%a6%bc-%eb%a6%ac%ec%8a%a4%ed%81%ac-%eb%b6%80%ea%b0%81%ea%b2%bd%ec%a0%9c%ec%a0%81-%ed%95%b4%ec%9e%90","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%a7%a4%ea%b7%b8%eb%8b%88%ed%94%bc%ec%84%bc%ed%8a%b8-7-%ec%8f%a0%eb%a6%bc-%eb%a6%ac%ec%8a%a4%ed%81%ac-%eb%b6%80%ea%b0%81%ea%b2%bd%ec%a0%9c%ec%a0%81-%ed%95%b4%ec%9e%90\/","title":{"rendered":"\u2018\ub9e4\uadf8\ub2c8\ud53c\uc13c\ud2b8 7\u2019 \uc3e0\ub9bc \ub9ac\uc2a4\ud06c \ubd80\uac01\u2026\uacbd\uc81c\uc801 \ud574\uc790(\ubaa8\ud2b8)\uc640 \uc635\uc158 \ud5e4\uc9c0 \uc804\ub7b5 \uc7ac\uc870\uba85"},"content":{"rendered":"

\u2018\ub9e4\uadf8\ub2c8\ud53c\uc13c\ud2b8 \uc138\ube10(Magnificent Seven)\u2019\uc740 S&P500 \uc9c0\uc218\uc758 \uc57d 33.7%\ub97c \ucc28\uc9c0\ud558\uba70, 2022\ub144 \ub9d0 AI \ubd90\uc774 \uc2dc\uc791\ub41c \uc774\ud6c4 \uc2dc\uc7a5 \uc0c1\uc2b9\ubd84\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \uacac\uc778\ud574\uc654\ub2e4. \uc5d4\ube44\ub514\uc544, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8(MS), \uc560\ud50c, \uc544\ub9c8\uc874, \uc54c\ud30c\ubcb3, \ud14c\uc2ac\ub77c, \uba54\ud0c0\uac00 \uc81c\ud488\uacfc \uc6b4\uc601 \uc804\ubc18\uc5d0 AI\ub97c \ub0b4\uc7ac\ud654\ud558\uba74\uc11c\ub2e4. \uc774 \uac19\uc740 \uc0c1\uc2b9\uc740 \ubc38\ub958\uc5d0\uc774\uc158\uc744 \ub04c\uc5b4\uc62c\ub838\uace0, \ud14c\uc2ac\ub77c\ub294 PER \uae30\uc900 \uc57d 400\ubc30\ub85c \uac70\ub860\ub418\uba70 \ud604\uc7ac \uac00\uaca9\uc774 \uc9c0\uc18d \uac00\ub2a5\ud55c\uc9c0\uc5d0 \ub300\ud55c \uad00\uc2ec\uc744 \ub2e4\uc2dc \ubd88\ub7ec\uc77c\uc73c\ucf30\ub2e4. \uc774\uc5d0 \ub530\ub77c \ubc38\ub958\uc5d0\uc774\uc158 \uba40\ud2f0\ud50c\uc774 \uacfc\ub3c4\ud574 \ubcf4\uc77c \ub54c \uc2dc\uc7a5\uc810\uc720\uc728\uacfc \uc218\uc775\uc131\uc744 \ubc29\uc5b4\ud574\uc8fc\ub294 \uad6c\uc870\uc801\u00b7\uc9c0\uc18d\uc801 \uc6b0\uc704\uc778 \u2018\uacbd\uc81c\uc801 \ud574\uc790(economic moat)\u2019\uc5d0 \uc2dc\uc120\uc774 \uc62e\uaca8\uac00\uace0 \uc788\ub2e4.<\/p>\n

\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc758 \ud574\uc790\ub294 \uc560\uc800(Azure) \ud074\ub77c\uc6b0\ub4dc\uc640 \uc624\ud53c\uc2a4 365\ub97c \ucd95\uc73c\ub85c \ud55c \uae30\uc5c5 \uace0\uac1d \uae4a\uc740 \ub77d\uc778(lock-in)\uacfc AI \ud1b5\ud569\uc73c\ub85c \uc124\uba85\ub41c\ub2e4. \uc708\ub3c4\uc6b0\ub294 \uc804 \uc138\uacc4 \ub370\uc2a4\ud06c\ud1b1 \uc6b4\uc601\uccb4\uc81c\uc758 \uc57d 3\ubd84\uc758 2\uc5d0\uc11c \uad6c\ub3d9\ub418\ub294 \ubc18\uba74, \uc560\ud50c OS X\ub294 8%\ub85c \uc81c\uc2dc\ub41c\ub2e4. \ub610\ud55c 2023\ub144 \uc624\ud508AI\uc5d0 \ub300\ud55c 130\uc5b5\ub2ec\ub7ec \ud22c\uc790\uc640 \ud568\uaed8, \uc624\ud508AI\uc758 \ucd94\uc815 \uae30\uc5c5\uac00\uce58\uac00 950\uc5b5\ub2ec\ub7ec\uc5d0\uc11c 1350\uc5b5\ub2ec\ub7ec\ub85c \uc0c1\ud5a5\ub410\ub2e4\ub294 \ud3c9\uac00\ub3c4 \uc5b8\uae09\ub41c\ub2e4. \uba54\ud0c0\ub294 \uad11\uace0 \uc911\uc2ec \ubaa8\ub378\ub85c \uc81c\uc2dc\ub418\uba70 \ub9e4\ucd9c\uc758 \uc57d 98%\uac00 \uad11\uace0\uc5d0\uc11c \ubc1c\uc0dd\ud558\uace0, \uc571 \uc804\ubc18\uc758 \ud3c9\uade0 \uc77c\uc77c \uc774\uc6a9\uc790\uac00 35\uc5b58000\ub9cc\uba85\uc5d0 \ub2ec\ud558\ub294 \uac83\uc73c\ub85c \uc18c\uac1c\ub41c\ub2e4. \uba54\ud0c0\uc758 PER\uc740 \uc57d 21\ubc30\ub85c \uc81c\uc2dc\ub41c\ub2e4. \uc560\ud50c\uc758 \uc0dd\ud0dc\uacc4\ub294 \ubc18\ubcf5\uc801\uc778 \uc11c\ube44\uc2a4 \ub9e4\ucd9c\uacfc \uc5f0\uacb0\ub418\uba70, \uc544\uc774\ud3f0 17\uc774 AI\ub97c \ud0d1\uc7ac\ud558\ub294 \uac83\uc73c\ub85c \uc5b8\uae09\ub41c\ub2e4.<\/p>\n

\uc9d1\uc911 \ub9ac\uc2a4\ud06c\uc640 \ud5e4\uc9c0 \uc804\ub7b5<\/h3>\n

\ub9e4\uadf8\ub2c8\ud53c\uc13c\ud2b8 \uc138\ube10\uc774 \ud604\uc7ac S&P500\uc758 35% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\ub294 \ub9cc\ud07c, \uc774\ub4e4 \uc911 \uba87 \uc885\ubaa9\ub9cc \uc870\uc815\uc744 \ubc1b\uc544\ub3c4 \uc2dc\uc7a5 \uc804\uccb4\uac00 \ucde8\uc57d\ud574\uc9c8 \uc218 \uc788\ub2e4\uace0 \ubcf8\ub2e4. 2000\ub144 \ub2f7\ucef4 \ubc84\ube14 \ub2f9\uc2dc \uc774\ud6c4 \ubcf4\uae30 \uc5b4\ub824\uc6e0\ub358 \uc218\uc900\uc758 \ub192\uc740 \uc9d1\uc911 \ub9ac\uc2a4\ud06c\ub294, \ud5a5\ud6c4 \uc218\uc8fc(weeks) \ub3d9\uc548 SPX \ub610\ub294 QQQ\uc5d0 \ub300\ud55c \ubcf4\ud638\uc6a9 \ud48b\uc635\uc158 \ub9e4\uc218(\ud504\ub85c\ud14d\ud2f0\ube0c \ud48b)\uac00 \ud569\ub9ac\uc801\uc778 \ud5e4\uc9c0\ub77c\ub294 \uc810\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc774 \uc804\ub7b5\uc740 \ud575\uc2ec\uc801\uc778 \uac15\uc138 \ud3ec\uc9c0\uc158\uc744 \uc720\uc9c0\ud558\uba74\uc11c\ub3c4 \uc0c1\ub2e8 \ud3b8\uc911(top-heavy)\ub41c \uae09\uaca9\ud55c \uc870\uc815\uc5d0 \ub300\ube44\ud574 \ubcf4\ud5d8\uc744 \ub4dc\ub294 \ud6a8\uacfc\uac00 \uc788\ub2e4.<\/p>\n

\uacbd\uc81c\uc801 \ud574\uc790\uc5d0 \uc9d1\uc911\ud55c \uc120\ubcc4\uc801 \ud3ec\uc9c0\uc154\ub2dd<\/h3>\n

\uc6b0\ub9ac\ub294 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc640 \uba54\ud0c0\ucc98\ub7fc \ub0b4\uad6c\uc131 \uc788\ub294 \uacbd\uc81c\uc801 \ud574\uc790\ub97c \ubcf4\uc720\ud55c \uae30\uc5c5\uc744 \u2018\uc575\ucee4\u2019\ub85c \ub450\uace0 \uba74\ubc00\ud788 \ubcf4\uace0 \uc788\ub2e4. \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc758 \uc560\uc800 \ud074\ub77c\uc6b0\ub4dc \ubd80\ubb38\uc740 \ucd5c\uadfc \ubd84\uae30 \uc2e4\uc801\uc5d0\uc11c \uc804\ub144 \ub300\ube44 34% \uc131\uc7a5\ud558\uba70, \uae30\uc5c5 IT \uc9c0\ucd9c\uc5d0\uc11c\uc758 \uae4a\uc740 \uce68\ud22c\uac00 \uac15\ub825\ud55c \ubc29\uc5b4\ub9c9\uc784\uc744 \uc785\uc99d\ud588\ub2e4. \uc774\ub7ec\ud55c \uc885\ubaa9\uc5d0 \ub300\ud574\uc11c\ub294 \ud604 \uc2dc\uc138\ubcf4\ub2e4 \ub0ae\uc740 \ud589\uc0ac\uac00\ub85c \ud604\uae08\ub2f4\ubcf4 \ud48b\uc635\uc158(\uce90\uc2dc \uc2dc\ud050\uc5b4\ub4dc \ud48b)\uc744 \ub9e4\ub3c4\ud558\ub294 \uc804\ub7b5\uc744 \uc120\ud638\ud55c\ub2e4. \uc6b0\ub7c9 \uae30\uc5c5\uc744 \ud560\uc778\ub41c \uac00\uaca9\uc5d0 \ub9e4\uc218\ud560 \uae30\ud68c\ub97c \ud655\ubcf4\ud558\uac70\ub098, \uafb8\uc900\ud55c \ud504\ub9ac\ubbf8\uc5c4 \uc218\ucde8\ub85c \uc548\uc815\uc801 \uc218\uc775\uc744 \ucc3d\ucd9c\ud560 \uc218 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4.<\/p>\n

\uc560\ud50c\uc758 \uacbd\uc6b0 \uac15\ub825\ud55c \uc0dd\ud0dc\uacc4\ub97c \ubcf4\uc720\ud558\uace0 \uc788\uc74c\uc5d0\ub3c4, \uc9c0\ub09c\ud574 \ucd9c\uc2dc\ub41c \ucd08\uae30 AI \uae30\ub2a5\uc758 \ucc44\ud0dd\uc774 \uc5c7\uac08\ub9ac\uba74\uc11c \uc9d1\ud589(execution) \ub9ac\uc2a4\ud06c\uac00 \uc77c\ubd80 \uc874\uc7ac\ud55c\ub2e4\uace0 \ubcf8\ub2e4. \uc5ec\uae30\uc5d0 \ubbf8\uad6d\uacfc \uc720\ub7fd\uc5d0\uc11c\uc758 \uaddc\uc81c \ub9ac\uc2a4\ud06c \ubd80\uac01\uc73c\ub85c \ub0b4\uc7ac\ubcc0\ub3d9\uc131(IV)\uc774 12\uac1c\uc6d4 \uace0\uc810\uc778 35%\uae4c\uc9c0 \uc0c1\uc2b9\ud588\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc6b0\ub9ac\ub294 \ubd88\ucf5c \uc2a4\ud504\ub808\ub4dc(bull call spread) \uac19\uc740 \uc190\uc2e4 \uc81c\ud55c\ud615(defined-risk) \uc804\ub7b5\uc73c\ub85c, \uc2e0\uaddc \uc81c\ud488 \ubc1c\ud45c\uc5d0 \ub530\ub978 \uc0c1\uc2b9 \uac00\ub2a5\uc131\uc5d0\ub294 \ucc38\uc5ec\ud558\ub418 \ucd5c\ub300 \uc190\uc2e4\uc740 \uc81c\ud55c\ud558\ub294 \uc811\uadfc\uc744 \ud0dd\ud558\uace0 \uc788\ub2e4.<\/p>\n

\ud604\uc7ac \uc2dc\uc7a5\uc740 \ub9e4\uadf87 \ub0b4\ubd80\uc5d0\uc11c\ub3c4 \ub69c\ub837\ud55c \ucc28\ubcc4\ud654\ub97c \ub9cc\ub4e4\uc5b4\ub0b4\uace0 \uc788\uc5b4, \ud398\uc5b4 \ud2b8\ub808\uc774\ub4dc(pairs trade)\uac00 \ud2b9\ud788 \ub9e4\ub825\uc801\uc774\ub77c\uace0 \ud310\ub2e8\ud55c\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \uc9c0\ub09c \ubd84\uae30 \uad11\uace0 \ub9e4\ucd9c\uc774 25% \uc99d\uac00\ud558\uba70 \uad11\uace0 \ud574\uc790\uc758 \uacac\uace0\ud568\uc744 \uc785\uc99d\ud55c \uba54\ud0c0\ub97c \ub871\uc73c\ub85c \uac00\uc838\uac00\ub294 \ub3d9\uc2dc\uc5d0, \uc804\uae30\ucc28(EV) \uacbd\uc7c1 \uc2ec\ud654\uc5d0\ub3c4 PER 80\ubc30 \uc774\uc0c1 \uc218\uc900\uc758 \ubc38\ub958\uc5d0\uc774\uc158 \ubd80\ub2f4\uc774 \ub0a8\uc544 \uc788\ub294 \ud14c\uc2ac\ub77c\uc5d0 \ub300\ud55c \ud48b \ub9e4\uc218\ub97c \ubcd1\ud589\ud558\ub294 \ubc29\uc548\uc744 \uac80\ud1a0 \uc911\uc774\ub2e4. \uc774 \uc811\uadfc\uc740 \ub3d9\uc77c\ud55c \uae30\uc220\uc8fc \uad70(tech cohort) \ub0b4\uc5d0\uc11c\ub3c4 \uc0ac\uc5c5\ubaa8\ub378\ubcc4 \uc0c1\ub300\uc801 \uac15\uc57d\uc744 \ud65c\uc6a9\ud574 \uc218\uc775 \uae30\ud68c\ub97c \ud3ec\ucc29\ud558\ub3c4\ub85d \ud574\uc900\ub2e4.<\/p>\n\n\n\n

\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 \u2014 VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 \uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"

\ub9e4\uadf87 \ube44\uc911 35% \ub3cc\ud30c, AI \ub7a0\ub9ac \ub4a4\uc5d4 \uc9d1\uc911 \ub9ac\uc2a4\ud06c. \ud14c\uc2ac\ub77c\u9ad8PER\uc5d0\ub3c4 \uc2dc\uc7a5\uc740 \u2018\uacbd\uc81c\uc801 \ud574\uc790\u2019\ub85c \uc7ac\ud3c9\uac00. MS\u00b7\uba54\ud0c0 \uc575\ucee4, \ubcf4\ud638\ud48b\u00b7\uce90\uc2dc\ud48b\u00b7\ubd88\ucf5c\u00b7\ud398\uc5b4\ud2b8\ub808\uc774\ub4dc\ub85c \ub300\uc751.<\/p>\n","protected":false},"author":87,"featured_media":50250,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50482","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\/50482","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=50482"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50482\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50250"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50482"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50482"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50482"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}