{"id":51061,"date":"2026-07-08T17:29:09","date_gmt":"2026-07-08T17:29:09","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%eb%82%98%ec%8a%a4%eb%8b%a5100-7%ec%9b%94-cpi%c2%b7%ec%b4%88%eb%8c%80%ed%98%95%ec%a3%bc-%ec%8b%a4%ec%a0%81-%ec%a3%bc%eb%aa%a9%ea%b8%88%eb%a6%ac%ec%9d%b8%ec%83%81-%eb%a6%ac%ec%8a%a4%ed%81%ac\/"},"modified":"2026-07-08T17:29:09","modified_gmt":"2026-07-08T17:29:09","slug":"%eb%82%98%ec%8a%a4%eb%8b%a5100-7%ec%9b%94-cpi%c2%b7%ec%b4%88%eb%8c%80%ed%98%95%ec%a3%bc-%ec%8b%a4%ec%a0%81-%ec%a3%bc%eb%aa%a9%ea%b8%88%eb%a6%ac%ec%9d%b8%ec%83%81-%eb%a6%ac%ec%8a%a4%ed%81%ac","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%82%98%ec%8a%a4%eb%8b%a5100-7%ec%9b%94-cpi%c2%b7%ec%b4%88%eb%8c%80%ed%98%95%ec%a3%bc-%ec%8b%a4%ec%a0%81-%ec%a3%bc%eb%aa%a9%ea%b8%88%eb%a6%ac%ec%9d%b8%ec%83%81-%eb%a6%ac%ec%8a%a4%ed%81%ac\/","title":{"rendered":"\ub098\uc2a4\ub2e5100, 7\uc6d4 CPI\u00b7\ucd08\ub300\ud615\uc8fc \uc2e4\uc801 \uc8fc\ubaa9\u2026\uae08\ub9ac\uc778\uc0c1 \ub9ac\uc2a4\ud06c\u00b7AI \ud22c\uc790 \ud655\ub300 \ubd80\ub2f4\uc5d0 \ucd09\uac01"},"content":{"rendered":"<p>\uc62c\ud574 \ucd08 3\ub9cc\uc120\uc744 \ub3cc\ud30c\ud55c \ub098\uc2a4\ub2e5100\uc740 \ub9e4\ud30c\uc801 FOMC\uc640 AI \uc124\ube44\ud22c\uc790(capex) \uc9c0\uc18d \uac00\ub2a5\uc131 \uc6b0\ub824\uc5d0 \ub530\ub978 \ubc18\ub3c4\uccb4 \uc804\ubc18\uc758 \ub9e4\ub3c4\uc138\ub85c 6\uc6d4 \uace0\uc810(\uc57d 2\ub9cc9,500)\uc5d0\uc11c \ub418\ub3cc\ub9bc\uc744 \ubc1b\uc740 \ub4a4 7\uc6d4\uc5d0 \uc9c4\uc785\ud588\ub2e4. \uc5f0\uc900\uc740 \uc5f0\ub9d0 \uc774\uc804 \ud55c \ucc28\ub840 \uae08\ub9ac \uc778\uc0c1\uc744 \uc2dc\uc0ac\ud588\uace0, \uc810\ub3c4\ud45c(dots) \uc911\uac04\uac12\uc740 3.4%\uc5d0\uc11c 3.8%\ub85c \uc0c1\ud5a5\ub410\ub2e4. 7\uc6d4 \uc7a5\uc138 \ubc29\ud5a5\uc740 6\uc6d4 CPI\uc640 PCE\uac00 \uc774\ub7ec\ud55c \uae30\uc870\ub97c \uac15\ud654\ud560\uc9c0, \ud639\uc740 \uc57d\ud654\uc2dc\ud0ac\uc9c0\uc5d0 \ub2ec\ub824 \uc788\ub2e4. 6\uc6d4 \uace0\uc6a9\uc9c0\ud45c(NFP)\ub294 \ubaa8\uba58\ud140\uc774 \ub454\ud654\ub410\uc74c\uc744 \uc2dc\uc0ac\ud588\ub2e4. \ube44\ub18d\uc5c5\ubd80\ubb38 \uace0\uc6a9\uc740 11\ub9cc5,000\uba85 \uc99d\uac00 \uc608\uc0c1\uce58\ub97c \ud06c\uac8c \ubc11\ub3c4\ub294 5\ub9cc7,000\uba85 \uc99d\uac00\uc5d0 \uadf8\ucce4\uace0, \uc774\uc804 \ub450 \ub2ec\uce58\ub294 \ucd1d 7\ub9cc4,000\uba85 \ud558\ud5a5 \uc870\uc815\ub410\ub2e4. \uc2e4\uc5c5\ub960\uc740 4.2%\ub85c \ud558\ub77d\ud588\uc73c\ub098, \uc774\ub294 \uacbd\uc81c\ud65c\ub3d9\ucc38\uac00\uc728 \ud558\ub77d\uc5d0 \ub530\ub978 \uc601\ud5a5\uc774 \ucef8\ub2e4.<\/p>\n\n<p>AI \uc778\ud504\ub77c \uc9c0\ucd9c\uc774 \ub9e4\ucd9c \uc99d\uac00 \uc18d\ub3c4\ub97c \uc55e\uc9c0\ub974\ub294\uc9c0 \uc5ec\ubd80\uc5d0\ub3c4 \uc2dc\uc120\uc774 \uc3e0\ub9b0\ub2e4. \uba54\ud0c0\ud50c\ub7ab\ud3fc\uc2a4\ub294 \uc789\uc5ec \ucef4\ud4e8\ud305 \uc790\uc6d0\uc744 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4\ub85c \ud310\ub9e4\ud560 \uacc4\ud68d\uc774\uba70, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc640 \uc560\ud50c\uc740 \uba54\ubaa8\ub9ac \ube44\uc6a9 \uc0c1\uc2b9\ubd84\uc744 \uc18c\ube44\uc790\uc5d0\uac8c \uc804\uac00\ud558\ub294 \ubaa8\uc2b5\uc774\ub2e4. \uc77c\ubd80 \uc885\ubaa9\uc5d0\uc11c capex\uac00 \uc774\uc775\uc744 \uc0c1\ud68c\ud558\ub294 \uac00\uc6b4\ub370, \ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4\uc9c0\uc218(SOX)\ub294 200\uc77c \uc774\ub3d9\ud3c9\uade0 \ub300\ube44 65% \uc0c1\ud68c\ud55c \uc218\uc900\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\ub294\ub370, \uc774\ub294 2000\ub144\uacfc \uc720\uc0ac\ud55c \uad6c\uac04\uc73c\ub85c \ud3c9\uac00\ub41c\ub2e4. \uacbd\uacc4\uac10\uc774 \ucee4\uc9c0\ub294 \uac00\uc6b4\ub370 \ub2e4\uc74c \ucd09\ub9e4\ub294 2\ubd84\uae30 \uc2e4\uc801\uc774\ub2e4. \uc560\ud50c\u00b7\uc544\ub9c8\uc874\u00b7\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub294 \uac01\uac01 7\uc6d4 30\uc77c(\uc560\ud50c), 7\uc6d4 30\uc77c(\uc544\ub9c8\uc874), 7\uc6d4 28\uc77c(\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8) \ubc1c\ud45c\uac00 \uc608\uc815\ub3fc \uc788\uace0, \uc54c\ud30c\ubcb3\uc740 7\uc6d4 28\uc77c \uc804\ud6c4, \uc5d4\ube44\ub514\uc544\ub294 8\uc6d4 26\uc77c \ubc1c\ud45c\uac00 \uc608\uc0c1\ub41c\ub2e4. \uc2e4\uc801\uc774 \uac15\ud558\uba74 3\ub9cc700 \uc7ac\uc2dc\ud5d8 \uac00\ub2a5\uc131\uc774 \uc5f4\ub9ac\uc9c0\ub9cc, AI \uc218\uc775\ud654\uac00 \uae30\ub300\uc5d0 \ubabb \ubbf8\uce58\uba74 \ub192\uc740 \ubc38\ub958\uc5d0\uc774\uc158(\uba40\ud2f0\ud50c)\uc5d0 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n<h3>\ubcc0\ub3d9\uc131 \ud655\ub300\uc640 \ud575\uc2ec \uc2dc\uc7a5 \ub9ac\uc2a4\ud06c<\/h3>\n\n<p>2026\ub144 7\uc6d4 8\uc77c \uae30\uc900, \ub098\uc2a4\ub2e5100\uc740 6\uc6d4 \uace0\uc810(\uc57d 2\ub9cc9,500)\uc5d0\uc11c \ud6c4\ud1f4\ud55c \uc774\ud6c4 \ucde8\uc57d\ud55c \uc704\uce58\uc5d0 \uc788\ub294 \uac83\uc73c\ub85c \ud310\ub2e8\ub41c\ub2e4. \ucd5c\uadfc \uace0\uc6a9\ubcf4\uace0\uc11c\uc5d0\uc11c \uc2e0\uaddc \uace0\uc6a9\uc774 5\ub9cc7,000\uba85\uc5d0 \uadf8\uce5c \uc810\uc740 \uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131\uc744 \ub0ae\ucd94\ub294 \uc694\uc778\uc774\uc9c0\ub9cc, \uadf8 \uc548\ub3c4\uac10\uc740 \uc624\ub798\uac00\uc9c0 \uc54a\uc744 \uc218 \uc788\ub2e4. \ud5a5\ud6c4 \ubc1c\ud45c\ub420 6\uc6d4 CPI \ubb3c\uac00\ubcf4\uace0\uc11c\uac00 \uc2dc\uc7a5\uc758 \ucd5c\uc6b0\uc120 \ubcc0\uc218\ub85c \ubd80\uc0c1\ud588\uc73c\uba70, \ubb3c\uac00\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ub728\uac70\uc6b8 \uacbd\uc6b0 \uc5f0\uc900\uc758 \uae08\ub9ac \uc778\uc0c1 \uc2dc\ub098\ub9ac\uc624\uac00 \ub2e4\uc2dc \ubd80\uac01\ub420 \uc218 \uc788\ub2e4.<\/p>\n\n<p>\uc774 \uac19\uc740 \ubd88\ud655\uc2e4\uc131\uc740 \ud30c\uc0dd\uc2dc\uc7a5\uc5d0\uc11c\ub294 \uae30\ud68c\ub85c \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4. \ubcc0\ub3d9\uc131\uc774 \uc0c1\uc2b9\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4. \ub098\uc2a4\ub2e5100 \ubcc0\ub3d9\uc131\uc9c0\uc218(VXN)\ub294 \ubd84\uae30 \uc800\uc810 \ub300\ube44 \ubc18\ub4f1\ud574 18\uc120\uae4c\uc9c0 \uc62c\ub77c, \ud2b8\ub808\uc774\ub354\ub4e4\uc758 \uacbd\uacc4 \uc2ec\ub9ac\uac00 \ucee4\uc84c\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \ub610\ud55c QQQ ETF\uc758 30\uc77c \ud48b\/\ucf5c \ube44\uc728\uc774 1.15\ub85c \uc0c1\uc2b9\ud574, \ud22c\uc790\uc790\ub4e4\uc774 \uc218\uac1c\uc6d4 \ub9cc\uc5d0 \uac00\uc7a5 \uc801\uadf9\uc801\uc73c\ub85c \ud558\ubc29 \ubcf4\ud638(\ud5e4\uc9c0)\ub97c \ub9e4\uc218\ud558\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n\n<p>\ud575\uc2ec \uc6b0\ub824\ub294 AI \ud22c\uc790 \ubd90\uc758 \uc9c0\uc18d \uac00\ub2a5\uc131\uc774\ub2e4. SOX \uc9c0\uc218\ub294 200\uc77c \uc774\ub3d9\ud3c9\uade0 \ub300\ube44 \ubb34\ub824 65% \ub192\uc740 \uc218\uc900\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\ub294\ub370, \uc774\ub294 2000\ub144 \ucd08 \ub2f7\ucef4\ubc84\ube14 \uc815\uc810 \uc774\ud6c4 \ubcf4\uae30 \ub4dc\ubb38 \uc2e0\ud638\ub2e4. \uc774\ub7ec\ud55c \uc5ed\uc0ac\uc801 \uc720\uc0ac\uc131\uc740, \uc608\uc815\ub41c \uc2e4\uc801 \ubc1c\ud45c\uc5d0\uc11c \uc870\uae08\uc774\ub77c\ub3c4 \uc57d\uc810\uc774 \ub4dc\ub7ec\ub0a0 \uacbd\uc6b0 \uc139\ud130\uac00 \uae09\uaca9\ud55c \uc870\uc815\uc5d0 \ucde8\uc57d\ud560 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n\n<h3>\uc2e4\uc801 \uc2dc\uc98c \uc804\ub7b5\uacfc \ud3ec\uc9c0\uc154\ub2dd<\/h3>\n\n<p>7\uc6d4 \ub9d0\uc740 \ubcf8\uaca9\uc801\uc778 \uc2dc\ud5d8\ub300\uac00 \ub420 \uc804\ub9dd\uc774\ub2e4. \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \uc54c\ud30c\ubcb3, \uc544\ub9c8\uc874, \uc560\ud50c\uc774 \uba70\uce60 \uac04\uaca9\uc73c\ub85c \uc2e4\uc801\uc744 \ubc1c\ud45c\ud558\uae30 \ub54c\ubb38\uc774\ub2e4. \uc2dc\uc7a5\uc740 \ub300\uaddc\ubaa8 AI \ud22c\uc790\uac00 \uc2e4\uc81c \ub9e4\ucd9c\ub85c \uc5f0\uacb0\ub418\uace0 \uc788\ub294\uc9c0\ub97c \uc810\uac80\ud560 \uac83\uc774\uba70, \ud604\uc7ac \ubc38\ub958\uc5d0\uc774\uc158 \uc218\uc900\uc5d0\uc11c\ub294 \uc2e4\ub9dd\uc774 \ud655\uc778\ub420 \uacbd\uc6b0 \uc8fc\uac00\uac00 \uac00\ud639\ud558\uac8c \ubc18\uc751\ud560 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud2b9\uc815 \ubc29\ud5a5\uc131 \ubca0\ud305\ubcf4\ub2e4\ub294 \u2018\ud070 \ud3ed\uc758 \uac00\uaca9 \ubcc0\ub3d9(\uc2a4\uc719)\u2019\uc5d0 \ub300\ube44\ud55c \ud3ec\uc9c0\uc154\ub2dd\uc774 \ubcf4\ub2e4 \ud569\ub9ac\uc801\uc778 \uc804\ub7b5\uc774\ub77c\ub294 \ud310\ub2e8\uc774\ub2e4.<\/p>\n\n<p>\uc774 \uac19\uc740 \ud658\uacbd\uc5d0\uc11c \ud070 \ubcc0\ub3d9\uc5d0 \uc218\uc775\uc744 \ub0bc \uc218 \uc788\ub294 \uad6c\uc870\uc758 \ud2b8\ub808\uc774\ub4dc\ub97c \uad6c\uc131\ud558\uace0 \uc788\ub2e4. \uc9c0\uc218\uc5d0 \ub300\ud55c \ubcf4\ud638\uc801 \ud48b \uc2a4\ud504\ub808\ub4dc \ub9e4\uc218\ub294 \uc2e4\uc801 \uc1fc\ud06c \ub610\ub294 \ub9e4\ud30c\uc801 \uc5f0\uc900 \uc7ac\ubd80\uac01\uc5d0 \ub530\ub978 \uae09\ub77d \uc704\ud5d8\uc744 \ube44\uc6a9 \ud6a8\uc728\uc801\uc73c\ub85c \ud5e4\uc9c0\ud560 \uc218 \uc788\ub2e4. \uc0c1\uc2b9 \uad00\uc810\uc744 \uc720\uc9c0\ud558\ub294 \ud22c\uc790\uc790\ub77c\uba74 \ucf5c \uc2a4\ud504\ub808\ub4dc\ub97c \ud65c\uc6a9\ud574 \uc2e4\uc801 \uc11c\ud504\ub77c\uc774\uc988\uc5d0 \ub530\ub978 \uc0c1\ubc29\uc744 \ud3ec\ucc29\ud558\ub418, \ub9ac\uc2a4\ud06c\ub97c \uc81c\ud55c\ud558\uace0 \ubcc0\ub3d9\uc131\uc774 \ub192\uc740 \uad6c\uac04\uc5d0\uc11c \uc9c4\uc785 \ube44\uc6a9\uc744 \ub0ae\ucd9c \uc218 \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>\u201cAI \ubc84\ube14 \uc7ac\ud604?\u201d \ub098\uc2a4\ub2e5100, \ub9e4\ud30c\uc801 FOMC\u00b7SOX \uacfc\uc5f4 \ubd80\ub2f4 \uc18d 6\uc6d4 \uace0\uc810\uc11c \ud6c4\ud1f4. 6\uc6d4 CPI\uac00 \uae08\ub9ac\u00b7\ubc29\ud5a5\uc131 \uc88c\uc6b0, \uc2e4\uc801 \uc2dc\uc98c\uc774 \ubcc0\ub3d9\uc131(VXN) \ud0a4\uc6b4\ub2e4. AI \uc218\uc775\ud654\uac00 \uad00\uac74.<\/p>\n","protected":false},"author":87,"featured_media":50220,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51061","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\/51061","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=51061"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/51061\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50220"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=51061"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=51061"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=51061"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}