{"id":50630,"date":"2026-07-01T10:21:39","date_gmt":"2026-07-01T10:21:39","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%eb%8f%84%ed%95%98-%ed%98%91%ec%83%81-%ea%b5%90%ec%b0%a9-%ec%86%8d-%ec%9b%94%ea%b0%80-%ec%84%a0%eb%ac%bc-%ed%98%bc%ec%a1%b0%ec%97%b0%ec%a4%80-%ea%b8%88%eb%a6%ac%ec%9d%b8%ec%83%81-%eb%b2%a0\/"},"modified":"2026-07-01T10:21:39","modified_gmt":"2026-07-01T10:21:39","slug":"%eb%8f%84%ed%95%98-%ed%98%91%ec%83%81-%ea%b5%90%ec%b0%a9-%ec%86%8d-%ec%9b%94%ea%b0%80-%ec%84%a0%eb%ac%bc-%ed%98%bc%ec%a1%b0%ec%97%b0%ec%a4%80-%ea%b8%88%eb%a6%ac%ec%9d%b8%ec%83%81-%eb%b2%a0","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%8f%84%ed%95%98-%ed%98%91%ec%83%81-%ea%b5%90%ec%b0%a9-%ec%86%8d-%ec%9b%94%ea%b0%80-%ec%84%a0%eb%ac%bc-%ed%98%bc%ec%a1%b0%ec%97%b0%ec%a4%80-%ea%b8%88%eb%a6%ac%ec%9d%b8%ec%83%81-%eb%b2%a0\/","title":{"rendered":"\ub3c4\ud558 \ud611\uc0c1 \uad50\ucc29 \uc18d \uc6d4\uac00 \uc120\ubb3c \ud63c\uc870\u2026\uc5f0\uc900 \uae08\ub9ac\uc778\uc0c1 \ubca0\ud305, \uae30\uc220\uc8fc \ub7a0\ub9ac \uc704\ud611"},"content":{"rendered":"

\ub2e4\uc6b0\uc874\uc2a4 \uc120\ubb3c\uc740 \uc218\uc694\uc77c \uc720\ub7fd \uac70\ub798 \uc2dc\uac04\ub300\uc5d0 0.34% \ud558\ub77d\ud55c \uc57d 5\ub9cc2,500\uc120\uc5d0\uc11c \uc6c0\uc9c1\uc600\uace0, S&P 500 \uc120\ubb3c\uc740 0.35% \uc624\ub978 \uc57d 7,520\uc120, \ub098\uc2a4\ub2e5100 \uc120\ubb3c\uc740 0.48% \uc0c1\uc2b9\ud55c \uc57d 3\ub9cc380\uc120\uc73c\ub85c \uc9d1\uacc4\ub410\ub2e4. \ubbf8\uad6d\uacfc \uc774\ub780\uc758 \ub3c4\ud558 \ud3c9\ud654\ud611\uc0c1\uc774 \ubbf8\uad6d \ud2b9\uc0ac\uac00 \uce74\ud0c0\ub974\uc5d0 \ub3c4\ucc29\ud55c \uc774\ud6c4\uc5d0\ub3c4 \ud0c4\ub825\uc744 \uc783\uace0, \ud14c\ud5e4\ub780\uc774 \uc9c1\uc811 \ud68c\ub2f4\uc5d0\ub294 \uc751\ud558\uc9c0 \uc54a\uaca0\ub2e4\uace0 \ubc1d\ud788\uba74\uc11c \uc9c0\uc815\ud559\uc801 \uc704\ud5d8 \ud504\ub9ac\ubbf8\uc5c4\uc774 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud574 \uc704\ud5d8\uc120\ud638\uac00 \uc81c\ud55c\ub410\ub2e4. \uae08\ub9ac \uae30\ub300\ub3c4 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud588\ub2e4. CME \ud398\ub4dc\uc6cc\uce58\uc5d0 \ub530\ub974\uba74 \uc5f0\ubc29\uae30\uae08\uae08\ub9ac \uc120\ubb3c\uc740 9\uc6d4 \uae08\ub9ac\uc778\uc0c1 \uac00\ub2a5\uc131\uc744 \uc57d 67%\ub85c \ubc18\uc601\ud588\ub2e4.<\/p>\n

\uc2dc\uc7a5\uc740 \ub370\uc774\ud130\uc640 \uc815\ucc45 \uc2e0\ud638\ub85c \uc2dc\uc120\uc744 \ub3cc\ub9ac\uace0 \uc788\ub2e4. \uc5f0\uc900 \uc758\uc7a5 \ucf00\ube48 \uc6cc\uc2dc\ub294 \uc2e0\ud2b8\ub77c\uc5d0\uc11c \uc5f4\ub9ac\ub294 ECB \ud3ec\ub7fc\uc5d0\uc11c \ubc1c\uc5b8\ud560 \uc608\uc815\uc774\uba70, ADP \ubbfc\uac04\uace0\uc6a9\ubcf4\uace0\uc11c\uc640 ISM \uc81c\uc870\uc5c5 PMI\uac00 \uacf5\uac1c\ub41c\ub2e4. \uc774\ub294 \ubaa9\uc694\uc77c \ubc1c\ud45c\ub420 \ube44\ub18d\uc5c5\ubd80\ubb38 \uace0\uc6a9(NFP)\uc744 \uc55e\ub454 \uc774\ubca4\ud2b8\ub2e4. \uc2e0\uc911\ud55c \uc7a5\uc804 \ubd84\uc704\uae30\ub294 \uc804\ub0a0 \ud604\ubb3c\uc2dc\uc7a5 \uc0c1\uc2b9\uc138 \uc774\ud6c4 \ub098\ud0c0\ub0ac\ub2e4. \ud654\uc694\uc77c \uc815\uaddc\uc7a5\uc5d0\uc11c\ub294 \ub2e4\uc6b0\uac00 0.26% \uc0c1\uc2b9\ud588\uace0, S&P 500\uc740 0.79% \uc62c\ub790\uc73c\uba70, \ub098\uc2a4\ub2e5 \uc885\ud569\uc9c0\uc218\ub294 1.52% \ub6f0\uc5c8\ub2e4. \ubc18\ub3c4\uccb4 \ubc0f AI \uc5f0\uacc4 \uc885\ubaa9\uc774 \uac15\uc138\ub97c \uc8fc\ub3c4\ud588\uc73c\uba70, \uc0cc\ub514\uc2a4\ud06c\ub294 10.9%, AMD\ub294 7.7%, \ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0\ub294 7.3%, \uc778\ud154\uc740 6%, \uc5d4\ube44\ub514\uc544\ub294 2.6% \uc0c1\uc2b9\ud588\ub2e4.<\/p>\n

\uc2dc\uc7a5 \uad34\ub9ac\uc640 \uc5f0\uc900\uc758 \ub9e4\ud30c\uc801 \uc804\ub9dd<\/h3>\n

2026\ub144 7\uc6d4 1\uc77c \ud604\uc7ac, \ud30c\uc0dd\uc0c1\ud488 \ud2b8\ub808\uc774\ub354\ub4e4\uc774 \uc2e0\uc911\ud788 \ub300\uc751\ud574\uc57c \ud560 \ub69c\ub837\ud55c \uc2dc\uc7a5 \ubd84\ud654\uac00 \uad00\ucc30\ub41c\ub2e4. \ub2e4\uc6b0\uc874\uc2a4 \uc120\ubb3c\uc740 \uc0b0\uc5c5 \uacbd\uae30 \ub454\ud654 \uc6b0\ub824\ub85c \uc0c1\ub300\uc801\uc73c\ub85c \ubd80\uc9c4\ud55c \ubc18\uba74, \ub098\uc2a4\ub2e5 \uc120\ubb3c\uc740 \uae30\uc220\u00b7\uc778\uacf5\uc9c0\ub2a5(AI)\uc758 \uac15\ud55c \ubaa8\uba58\ud140\uc5d0 \ud798\uc785\uc5b4 \uc0c1\uc2b9\uc138\uac00 \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4. \uc5f0\ucd08 \uc774\ud6c4 \uae30\uc220\uc8fc \ube44\uc911\uc774 \ud070 \ub098\uc2a4\ub2e5100\uc774 20% \uc774\uc0c1 \uc624\ub978 \ubc18\uba74 \ub2e4\uc6b0\ub294 4% \uc0c1\uc2b9\uc5d0 \uadf8\uce58\uba70 \uaca9\ucc28\uac00 \ubc8c\uc5b4\uc84c\ub2e4\ub294 \uc810\uc740, \uacbd\uae30\ubbfc\uac10 \uc5c5\uc885 \uc804\ubc18\ubcf4\ub2e4\ub294 \uae30\uc220\uc8fc \uac15\uc138 \ud750\ub984\uc5d0 \uc6b0\uc120\uc21c\uc704\ub97c \ub450\ub294 \uc804\ub7b5\uc774 \uc720\ud6a8\ud568\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n

\uc5f0\uc900\uc758 \ub9e4\ud30c\uc801 \uae30\uc870\ub294 \uc5ec\uc804\ud788 \uc2dc\uc7a5\uc758 \ud575\uc2ec \ubd80\ub2f4 \uc694\uc778\uc73c\ub85c, \uc5f0\ubc29\uae30\uae08\uae08\ub9ac \uc120\ubb3c\uc740 9\uc6d4 \ucd94\uac00 \uc778\uc0c1 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4\ub294 \uc2e0\ud638\ub97c \ubcf4\ub0b8\ub2e4. \uc774\ub294 \ucd5c\uadfc \ubb3c\uac00 \uc9c0\ud45c\uc5d0\uc11c \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI)\uac00 \uc5f0\uc900\uc758 2% \ubaa9\ud45c\ub97c \uc644\uace0\ud558\uac8c \uc0c1\ud68c\ud55c \ub370\uc11c\ub3c4 \ub4b7\ubc1b\uce68\ub41c\ub2e4. \ud5a5\ud6c4 \uace0\uc6a9\uc9c0\ud45c\uc640 \uc5f0\uc900 \uc758\uc7a5 \ubc1c\uc5b8\uc774 \u2018\uace0\uae08\ub9ac \uc7a5\uae30\ud654\u2019 \uc2dc\ub098\ub9ac\uc624\ub97c \uc7ac\ucc28 \uac15\ud654\ud560 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud574\uc57c \ud558\uba70, \uc774\ub294 \uae08\ub9ac \ubbfc\uac10 \uc5c5\uc885\uc758 \uc0c1\uc2b9\ud3ed\uc744 \uc81c\ud55c\ud560 \uc218 \uc788\ub2e4.<\/p>\n

\ubcc0\ub3d9\uc131, \uc9c0\uc815\ud559, \uadf8\ub9ac\uace0 \uae30\uc220\uc8fc \uae30\ud68c<\/h3>\n

ISM \uc81c\uc870\uc5c5 PMI\uc640 \ube44\ub18d\uc5c5\ubd80\ubb38 \uace0\uc6a9\ubcf4\uace0\uc11c \ubc1c\ud45c\ub97c \uc804\ud6c4\ud574 \ud5a5\ud6c4 \uba70\uce60\uac04 \ubcc0\ub3d9\uc131\uc774 \uae09\uaca9\ud788 \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \uc2dc\uc7a5 \uacf5\ud3ec\uc758 \ud575\uc2ec \uc9c0\ud45c\uc778 \ubcc0\ub3d9\uc131\uc9c0\uc218(VIX)\ub294 \uc774\ubbf8 18\uc120 \uadfc\ucc98\ub85c \uc62c\ub77c\uc130\uc73c\uba70, \uc8fc\uc694 \uacbd\uc81c\uc9c0\ud45c \uacf5\uac1c \uacfc\uc815\uc5d0\uc11c \ucd94\uac00 \uae09\ub4f1 \uac00\ub2a5\uc131\ub3c4 \uac70\ub860\ub41c\ub2e4. \uc774\ub7ec\ud55c \ud658\uacbd\uc740 \ubc29\ud5a5\uc131\uacfc \ubb34\uad00\ud558\uac8c \ud070 \uac00\uaca9 \ubcc0\ub3d9\uc5d0\uc11c \uc218\uc775\uc744 \ub178\ub9b4 \uc218 \uc788\ub294 \uc2a4\ud2b8\ub798\ub4e4(straddle)\u00b7\uc2a4\ud2b8\ub7ad\uae00(strangle) \ub4f1 \uc635\uc158 \uc804\ub7b5\uc5d0 \uc801\ud569\ud558\ub2e4.<\/p>\n

\uc9c0\uc815\ud559\uc801 \uae34\uc7a5\ub3c4 \ud2b8\ub808\uc774\ub354\ub4e4\uc774 \ubb34\uc2dc\ud558\uae30 \uc5b4\ub824\uc6b4 \ubd88\ud655\uc2e4\uc131 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\ub2e4. \ubbf8\uad6d\uacfc \uc774\ub780 \uac04 \uc678\uad50\uc801 \uc9c4\uc804\uc774 \uc9c0\uc5f0\ub418\uba74\uc11c \ube0c\ub80c\ud2b8\uc720\ub294 \ucd5c\uadfc 2\uc8fc \ub3d9\uc548 8% \uc774\uc0c1 \uc0c1\uc2b9\ud574 \ubc30\ub7f4\ub2f9 90\ub2ec\ub7ec\ub97c \uc0c1\ud68c\ud588\ub2e4. \uc5d0\ub108\uc9c0 \ube44\uc6a9 \uc0c1\uc2b9\uc740 \uc778\ud50c\ub808\uc774\uc158 \uc555\ub825\uc744 \ud0a4\uc6b0\uace0 \uc5f0\uc900\uc758 \uc815\ucc45 \ud310\ub2e8\uc744 \ub354\uc6b1 \ubcf5\uc7a1\ud558\uac8c \ub9cc\ub4e4\uc5b4, \uc2dc\uc7a5 \uc804\ubc18\uc5d0 \ub300\ud55c \ubcf4\ud638\uc801 \ud48b(put) \ud3ec\uc9c0\uc158\uc774\ub098 \uc5d0\ub108\uc9c0 \uc139\ud130 \ud5e4\uc9c0\uc758 \ud544\uc694\uc131\uc744 \uac15\ud654\ud55c\ub2e4.<\/p>\n

\uac70\uc2dc \uc6b0\ub824\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \ud2b9\ud788 \ubc18\ub3c4\uccb4\ub97c \uc911\uc2ec\uc73c\ub85c \ud55c \uae30\uc220 \uc139\ud130\uc758 \ub9ac\ub354\uc2ed\uc740 \ub69c\ub837\ud55c \uae30\ud68c\ub97c \uc81c\uacf5\ud55c\ub2e4. \ubc18\ub3c4\uccb4 ETF(SOXX)\ub294 \uc62c\ud574 S&P 500\uc744 \ud070 \ud3ed\uc73c\ub85c \uc0c1\ud68c\ud558\uba70, \ud22c\uc790\uc790 \uc790\uae08\uc774 AI \uc131\uc7a5 \uc2a4\ud1a0\ub9ac\uac00 \uacac\uace0\ud55c \uae30\uc5c5\ub4e4\ub85c \uacc4\uc18d \uc720\uc785\ub418\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \uc870\uc815 \uad6c\uac04\uc5d0\uc11c \ub300\ud45c \uae30\uc220\uc8fc\uc5d0 \ub300\ud55c \ud604\uae08\ub2f4\ubcf4 \ud48b \ub9e4\ub3c4(cash-secured put) \ub610\ub294 \ub098\uc2a4\ub2e5100 \uc9c0\uc218 \ucf5c\uc635\uc158 \ub9e4\uc218 \uc804\ub7b5\uc774 \uc5ec\uc804\ud788 \uae0d\uc815\uc801\uc778 \uc131\uacfc\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4\ub294 \ud310\ub2e8\uc774\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":"

\u201c\ub2e4\uc6b0 \uc57d\uc138\u00b7\ub098\uc2a4\ub2e5 \uac15\uc138\u201d \uad34\ub9ac \ud655\ub300. \ubbf8\u00b7\uc774\ub780 \ud611\uc0c1 \ub09c\ud56d\uc5d0 \uc9c0\uc815\ud559 \ud504\ub9ac\ubbf8\uc5c4 \uc720\uc9c0, 9\uc6d4 \uae08\ub9ac\uc778\uc0c1 \ud655\ub960 67%\ub85c \ubd80\ub2f4. ADP\u00b7ISM\u00b7\uc5f0\uc900 \ubc1c\uc5b8\u00b7NFP \uc55e\ub450\uace0 VIX\u00b7\ubcc0\ub3d9\uc131 \uacbd\uacc4. AI\u00b7\ubc18\ub3c4\uccb4 \uac15\uc138 \uc9c0\uc18d.<\/p>\n","protected":false},"author":87,"featured_media":50259,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50630","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\/50630","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=50630"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50630\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50259"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50630"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50630"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50630"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}