{"id":50760,"date":"2026-07-03T00:28:47","date_gmt":"2026-07-03T00:28:47","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/bny-%ec%a0%95%ec%b1%85-%eb%b0%8f-ai-%ea%b3%b5%ea%b8%89%eb%a7%9d-%eb%a6%ac%ec%8a%a4%ed%81%ac-%eb%b6%80%ea%b0%81-%ec%86%8d-%ec%97%94%c2%b7%ec%9b%90%ed%99%94-%ea%b3%b5%eb%a7%a4%eb%8f%84-%ed%8f%ac\/"},"modified":"2026-07-03T00:28:47","modified_gmt":"2026-07-03T00:28:47","slug":"bny-%ec%a0%95%ec%b1%85-%eb%b0%8f-ai-%ea%b3%b5%ea%b8%89%eb%a7%9d-%eb%a6%ac%ec%8a%a4%ed%81%ac-%eb%b6%80%ea%b0%81-%ec%86%8d-%ec%97%94%c2%b7%ec%9b%90%ed%99%94-%ea%b3%b5%eb%a7%a4%eb%8f%84-%ed%8f%ac","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/bny-%ec%a0%95%ec%b1%85-%eb%b0%8f-ai-%ea%b3%b5%ea%b8%89%eb%a7%9d-%eb%a6%ac%ec%8a%a4%ed%81%ac-%eb%b6%80%ea%b0%81-%ec%86%8d-%ec%97%94%c2%b7%ec%9b%90%ed%99%94-%ea%b3%b5%eb%a7%a4%eb%8f%84-%ed%8f%ac\/","title":{"rendered":"BNY, \uc815\ucc45 \ubc0f AI \uacf5\uae09\ub9dd \ub9ac\uc2a4\ud06c \ubd80\uac01 \uc18d \uc5d4\u00b7\uc6d0\ud654 \uacf5\ub9e4\ub3c4 \ud3ec\uc9c0\uc158 \uacfc\ubc00 \uacbd\uace0"},"content":{"rendered":"<p>BNY\ub294 \uc77c\ubcf8 \uc5d4\ud654(JPY)\uc640 \ud55c\uad6d \uc6d0\ud654(KRW)\uac00 \ubbf8 \ub2ec\ub7ec(USD) \ubc0f \uc911\uad6d \uc704\uc548(CNY) \ub300\ube44 \uc57d\uc138\ub97c \uc774\uc5b4\uac00\ub294 \uac00\uc6b4\ub370, \uad6d\uacbd \uac04(\ud06c\ub85c\uc2a4\ubcf4\ub354) \uace0\uac1d\ub4e4\uc774 JPY\u00b7KRW \ub871 \ud3ec\uc9c0\uc158\uc744 \ub300\uccb4\ub85c \u2018\ud56d\ubcf5(capitulaton)\u2019\ud558\uba70 \uc815\ub9ac\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4. iFlow \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 \uc794\uc874\ud574 \uc788\ub358 JPY\u00b7KRW \ub871\ub3c4 \ubd95\uad34\ud588\uc73c\uba70, \uc678\ud658\uc2dc\uc7a5 \uac1c\uc785\uc740 \uad6c\uc870\uc801(\uc9c0\uc18d\uc801)\uc778 \ud1b5\ud654 \uc808\uc0c1\uc744 \uc774\ub04c\uae30\uc5d0\ub294 \ubd80\uc801\ud569\ud55c \uc218\ub2e8\uc73c\ub85c \ud3c9\uac00\ub410\ub2e4. \uc720\uac00 \ud558\ub77d\uc740 \uacbd\uc0c1\uc218\uc9c0 \uce21\uba74\uc5d0\uc11c \ucd94\uac00 \uc808\ud558\ub97c \uc9c0\uc9c0\ud574 \uc628 \uc694\uc778\uc744 \uc57d\ud654\uc2dc\ucf30\uace0, \ucf00\ube48 \uc6cc\uc2dc(Kevin Warsh) \uc5f0\uc900(Fed) \uc758\uc7a5\uc758 \ucd5c\uadfc \ubc1c\uc5b8\uc774 \uacfc\ub3c4\ud55c \ub9e4\ud30c(hawkish)\ub85c \ud574\uc11d\ub418\uc9c0 \uc54a\uc73c\uba74\uc11c \ub2ec\ub7ec \uce90\ub9ac(USD carry) \ubaa8\uba58\ud140\ub3c4 \ub454\ud654\ub410\ub2e4.<\/p>\n<p>\ud574\ub2f9 \ub178\ud2b8\ub294 \ub610\ud55c \uc911\uad6d\uc774 JPY\u00b7KRW\u00b7\ub300\ub9cc\ub2ec\ub7ec(TWD) \ubc38\ub958\uc5d0\uc774\uc158\uc5d0 \ub300\ud574 \ube44\uad50\uc801 \uc870\uc6a9\ud55c \ud0dc\ub3c4\ub97c \uc720\uc9c0\ud574 \uc654\uace0, \ubbf8\uad6d\uc758 \uacf5\uac1c\uc801 \ubc18\ubc1c\ub3c4 \uc81c\ud55c\uc801\uc774\uc5c8\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4. \ubbf8 \uc7ac\ubb34\uc7a5\uad00 \uc2a4\ucf67 \ubca0\uc120\ud2b8(Scott Bessent)\ub294 1\uc6d4\uc5d0 KRW\uac00 \ud380\ub354\uba58\ud138\uc5d0 \ubd80\ud569\ud558\uc9c0 \uc54a\uac8c \uac70\ub798\ub41c\ub2e4\uace0 \ub9d0\ud588\uc9c0\ub9cc, \uc774\ud6c4 \ud1b5\ud654\ub294 \ucd94\uac00 \uc57d\uc138\ub97c \ubcf4\uc600\ub2e4. \uc544\uc2dc\uc544 \uc678 \uc120\uc9c4\uad6d \ub300\ube44 \uc5ed\ub0b4 \uae08\ub9ac \uc778\uc0c1 \ud3ed\uc774 \ub354 \uc644\ub9cc\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \uac00\uc6b4\ub370, \ubd84\uc11d\uc740 \uc9c0\uc815\ud559\uacfc AI \uacf5\uae09\ub9dd \uc804\ub7b5\uc744 \uc7a0\uc7ac\uc801 \ucd09\ub9e4\ub85c \uc9c0\ubaa9\ud588\ub2e4. \ud2b9\ud788 \ubc18\uae30(\u534a\u671f) \ud658\uc728\ubcf4\uace0\uc11c\ub97c \ud1b5\ud55c \uc2dc\uadf8\ub110\ub9c1 \ub4f1\uc774 \uae09\uaca9\ud55c \uc870\uc815\uc744 \ucd09\ubc1c\ud560 \uc218 \uc788\uc73c\uba70, JPY\u00b7KRW\u00b7TWD\uac00 \uac15\uc138\ub85c \uc804\ud658\ub418\uae30 \uc26c\uc6b4 \ud658\uacbd\uc774 \ub420 \uc218 \uc788\ub2e4\uace0 \ubd24\ub2e4.<\/p>\n<h3>\uadf9\ub2e8\uc801 \ud1b5\ud654 \uc57d\uc138\uc640 \uc2dc\uc7a5 \ud3ec\uc9c0\uc154\ub2dd<\/h3>\n<p>\ud2b8\ub808\uc774\ub354\ub4e4\uc774 \uc5d4\ud654\uc640 \uc6d0\ud654 \uac15\uc138 \ubca0\ud305\uc744 \ub9c8\uce68\ub0b4 \ud3ec\uae30\ud55c \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \ub450 \ud1b5\ud654\uac00 \ub2ec\ub7ec \ub300\ube44 \uc218\uc2ed \ub144\ub798 \ucd5c\uc800\uce58 \ubd80\uadfc\uc5d0\uc11c \ub9f4\ub3c4\ub294 \uac00\uc6b4\ub370, USD\/JPY\ub294 172\uc120 \uc8fc\ubcc0, USD\/KRW\ub294 1450\uc744 \uc0c1\ud68c\ud558\ub294 \uc218\uc900\uae4c\uc9c0 \uc62c\ub77c\uc130\ub2e4. \ucd5c\uc2e0 CFTC \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 \ube44\uc0c1\uc5c5(\ud22c\uae30) \ubd80\ubb38\uc758 \uc5d4\ud654 \uc21c\uc20f(net short) \ud3ec\uc9c0\uc158\uc740 2024\ub144 6\uc6d4 \uc774\ud6c4 \ucd5c\uace0\uce58\ub2e4. \uc774\ub7ec\ud55c \uadf9\ub2e8\uc801 \ud3ec\uc9c0\uc154\ub2dd\uc740 \uac70\ub798\uac00 \uacfc\ubc00(crowded)\ud574\uc84c\uc74c\uc744 \uc2dc\uc0ac\ud558\uba70, \ub418\ub3cc\ub9bc(\ub9ac\ubc84\uc124)\uc5d0 \ucde8\uc57d\ud558\ub2e4\ub294 \ud3c9\uac00\ub2e4.<\/p>\n<p>\ud1b5\ud654 \uc57d\uc138\ub97c \uc9c0\uc18d\uc2dc\ud0a4\ub358 \ud380\ub354\uba58\ud138 \uc694\uc778\uc740 \uc57d\ud654\ub418\ub294 \ubaa8\uc2b5\uc774\ub2e4. \uc9c0\ub09c\uc8fc \ubc1c\ud45c\ub41c \uc77c\ubcf8 \uadfc\uc6d0(Core) \uc778\ud50c\ub808\uc774\uc158\uc740 2.5%\ub85c \uc9d1\uacc4\ub3fc, \uc77c\ubcf8\uc740\ud589(BOJ)\uc774 \uc62c\ud574 \ucd08\uc758 \u2018\uc870\uc2ec\uc2a4\ub7ec\uc6b4\u2019 \uae08\ub9ac \uc778\uc0c1\uc744 \ubcf4\ub2e4 \uad6c\uccb4\uc801 \uc870\uce58\ub85c \uc774\uc5b4\uac00\uc57c \ud55c\ub2e4\ub294 \uc555\ub825\uc744 \uc720\uc9c0\ud558\uace0 \uc788\ub2e4. \ub610\ud55c WTI \uae30\uc900 \uc720\uac00\uac00 \ubc30\ub7f4\ub2f9 65\ub2ec\ub7ec \uc544\ub798\ub85c \uae09\ub77d\ud558\uba74\uc11c \uc77c\ubcf8\u00b7\ud55c\uad6d\uacfc \uac19\uc740 \uc5d0\ub108\uc9c0 \uc218\uc785\uad6d\uc758 \uad50\uc5ed\uc870\uac74\uc774 \ud06c\uac8c \uac1c\uc120\ub410\uace0, \uc774\ub294 \ud1b5\ud654\uc5d0 \uc9c0\uc9c0 \uc694\uc778\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n<p>\ubc18\ub300\ud3b8\uc5d0\uc11c\ub294 \ub2ec\ub7ec \uac15\uc138\uc758 \uc9c0\uc18d \uac00\ub2a5\uc131\ub3c4 \uc57d\ud574\uc9c0\uace0 \uc788\ub2e4. 2026\ub144 5\uc6d4 \ubbf8\uad6d \uac1c\uc778\uc18c\ube44\uc9c0\ucd9c(PCE) \ubb3c\uac00\uc9c0\uc218\ub294 \uc804\ub144 \ub300\ube44 2.6%\ub85c \ub454\ud654 \ucd94\uc138\ub97c \uc774\uc5b4\uac00\uba70, \uc5f0\uc900\uc774 \ub9e4\ud30c\uc801 \uae30\uc870\ub97c \uc720\uc9c0\ud574\uc57c \ud55c\ub2e4\ub294 \ub17c\ub9ac\ub97c \uc57d\ud654\uc2dc\ucf30\ub2e4. \uc774\ub294 \uadf8\uac04 \ub2ec\ub7ec \uac15\uc138\uc758 \ud575\uc2ec \ub3d9\ub825\uc774\uc5c8\ub358 \ub2ec\ub7ec \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc\uc758 \ub9e4\ub825\uc744 \ub5a8\uc5b4\ub728\ub9b0\ub2e4.<\/p>\n<h3>\uc9c0\uc815\ud559\uc801 \ucd09\ub9e4\uc640 \uc544\uc2dc\uc544 \ud1b5\ud654 \uc808\uc0c1 \uac00\ub2a5\uc131<\/h3>\n<p>\ub2e4\ub9cc \uac00\uc7a5 \uc911\uc694\ud55c \ucd09\ub9e4\ub294 AI \uacf5\uae09\ub9dd\uacfc \uad00\ub828\ub41c \ubbf8\uad6d\uc758 \uc804\ub7b5 \uc815\ucc45\uc5d0\uc11c \ub098\uc62c \uc218 \uc788\ub2e4. \ubbf8\uad6d \ud589\uc815\ubd80\uac00 JPY\u00b7KRW\u00b7TWD \uc57d\uc138\ub85c \uc778\ud574 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM), \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \ub4f1 \uc544\uc2dc\uc544\uc758 \ud575\uc2ec \uae30\uc220\uc774 \u2018\ub108\ubb34 \uc2f8\uac8c\u2019 \uacf5\uae09\ub418\ub294 \uc0c1\ud669\uc744 \uc6b0\ub824\ud558\uace0 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \uc774\ub294 \uc758\ub3c4\uce58 \uc54a\uac8c \uacbd\uc7c1\uc790\ub97c \ubcf4\uc870\uae08(subsidy)\ucc98\ub7fc \uc9c0\uc6d0\ud558\ub294 \uacb0\uacfc\ub97c \ub0b3\uc744 \uc218 \uc788\uc73c\uba70, 2026\ub144 6\uc6d4 \ub9d0 \ubc1c\ud45c\ub41c \uacf5\uae09\ub9dd \uc548\ubcf4 \uad00\ub828 \uc0c1\ubb34\ubd80(Commerce Department) \uac80\ud1a0\uac00 \uc774 \uc704\ud5d8\uc744 \ubd80\uac01\uc2dc\ucf30\ub2e4\ub294 \uc124\uba85\uc774\ub2e4.<\/p>\n<p>\uc774\ub7f0 \ubc30\uacbd\uc744 \uac10\uc548\ud558\uba74, \ub9ac\uc2a4\ud06c\ub294 \uc774\uc81c \uc774\ub4e4 \uc544\uc2dc\uc544 \ud1b5\ud654\uc758 \u2018\uae09\uaca9\ud558\uace0\ub3c4 \uac00\ud30c\ub978\u2019 \uc808\uc0c1 \ucabd\uc73c\ub85c \uae30\uc6b8\uc5b4 \uc788\ub2e4\uace0 \ud310\ub2e8\ud55c\ub2e4. \ud3ec\uc9c0\uc154\ub2dd\uc774 \ud55c\ucabd\uc73c\ub85c \ud06c\uac8c \uc3e0\ub9b0 \uc0c1\ud669\uc5d0\uc11c, \ud5a5\ud6c4 \ubbf8 \uc7ac\ubb34\ubd80 \ud658\uc728\ubcf4\uace0\uc11c \ub4f1\uc744 \ud1b5\ud55c \ubbf8\uad6d\uc758 \uc815\ucc45\uc801 \uc2dc\uadf8\ub110\uc774 \ub098\uc624\uba74 \uc758\ubbf8 \uc788\ub294 \ub7a0\ub9ac\ub97c \ucd09\ubc1c\ud560 \uc218 \uc788\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud5a5\ud6c4 \uc218\uc8fc \ub0b4 \uc7a0\uc7ac\uc801 \u2018\uc0c1\ubc29 \uc1fc\ud06c\u2019\uc5d0 \ub300\ube44\ud574, JPY\u00b7KRW\uc758 \uc678\uac00\uaca9(out-of-the-money) \ucf5c\uc635\uc158 \ub9e4\uc218 \ub4f1 \uc800\ube44\uc6a9 \ud30c\uc0dd \uad6c\uc870\ub97c \uac80\ud1a0\ud558\uace0 \uc788\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>\uc5d4\u00b7\uc6d0 \ub871 \u2018\ud56d\ubcf5\u2019 \uc2e0\ud638\u2026\uc57d\uc138 \ud3ec\uc9c0\uc158 \uacfc\ubc00 \uc18d \uc720\uac00 \ud558\ub77d\u00b7\ub2ec\ub7ec \uce90\ub9ac \ub454\ud654\ub85c \ud380\ub354\uba58\ud138\ub3c4 \uc57d\ud654. \ubbf8 \ud658\uc728\ubcf4\uace0\uc11c\u00b7AI \uacf5\uae09\ub9dd \uc815\ucc45 \uc2dc\uadf8\ub110 \uc2dc JPY\u00b7KRW\u00b7TWD \uae09\ubc18\ub4f1 \u2018\uc0c1\ubc29 \uc1fc\ud06c\u2019 \uacbd\uace0.<\/p>\n","protected":false},"author":87,"featured_media":50595,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50760","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\/50760","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=50760"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50760\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50595"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50760"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50760"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50760"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}