{"id":51128,"date":"2026-07-09T12:27:59","date_gmt":"2026-07-09T12:27:59","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%ea%b3%a8%eb%93%9c%eb%a7%8c%ec%82%ad%ec%8a%a4-%ec%a3%bc%ec%8b%9d-%eb%9e%a0%eb%a6%ac-%ec%8b%a4%ec%a0%81-%ec%a3%bc%eb%8f%84-%ea%b5%ad%eb%a9%b4-%ec%a7%84%ec%9e%85ai-%ec%84%a4%eb%b9%84\/"},"modified":"2026-07-09T12:27:59","modified_gmt":"2026-07-09T12:27:59","slug":"%ea%b3%a8%eb%93%9c%eb%a7%8c%ec%82%ad%ec%8a%a4-%ec%a3%bc%ec%8b%9d-%eb%9e%a0%eb%a6%ac-%ec%8b%a4%ec%a0%81-%ec%a3%bc%eb%8f%84-%ea%b5%ad%eb%a9%b4-%ec%a7%84%ec%9e%85ai-%ec%84%a4%eb%b9%84","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ea%b3%a8%eb%93%9c%eb%a7%8c%ec%82%ad%ec%8a%a4-%ec%a3%bc%ec%8b%9d-%eb%9e%a0%eb%a6%ac-%ec%8b%a4%ec%a0%81-%ec%a3%bc%eb%8f%84-%ea%b5%ad%eb%a9%b4-%ec%a7%84%ec%9e%85ai-%ec%84%a4%eb%b9%84\/","title":{"rendered":"\uace8\ub4dc\ub9cc\uc0ad\uc2a4 \u201c\uc8fc\uc2dd \ub7a0\ub9ac, \uc2e4\uc801 \uc8fc\ub3c4 \uad6d\uba74 \uc9c4\uc785\u2026AI \uc124\ube44\ud22c\uc790, \ube45\ud14c\ud06c \ub118\uc5b4 \ud655\uc0b0\u201d"},"content":{"rendered":"<p>\uace8\ub4dc\ub9cc\uc0ad\uc2a4\uc758 2026\ub144 7\uc6d4 \u2018\ucf54\ud37c\ub808\uc774\ud2b8 \ub9e4\ud06c\ub85c\uc2a4\ucf54\ud504\u2019\ub294 \uc774\ubc88 \uc8fc\uc2dd \ub7a0\ub9ac\uac00 \ubc38\ub958\uc5d0\uc774\uc158(\ud3c9\uac00) \ud655\uc7a5 \uad6d\uba74\uc5d0\uc11c \uc2e4\uc801 \uc8fc\ub3c4 \uad6d\uba74\uc73c\ub85c \uc804\ud658\ub410\uc73c\uba70, \uc774\uc5d0 \ub530\ub77c \ucd94\uac00 \uc0c1\uc2b9\uc758 \uae30\uc900\uc774 \ub2ec\ub77c\uc84c\ub2e4\uace0 \uc9c4\ub2e8\ud588\ub2e4. \uc7a5\uae30\uae08\ub9ac\uac00 \ub192\uac8c \uace0\ucc29\ub418\uba74\uc11c \uc774\ubc88 \uc0ac\uc774\ud074\uc740 \u2018\uacf5\uc9dc \ub3c8(\uc800\uae08\ub9ac)\u2019\uc5d0 \uae30\ub300\ub294 \uc8fc\uc2dd \uc7a5\uc138\uac00 \uc544\ub2c8\uae30 \ub54c\ubb38\uc5d0, \uae30\uc5c5\ub4e4\uc740 \uc774\uc775\uacfc \uc2e0\ub8b0\ud560 \ub9cc\ud55c \uc124\ube44\ud22c\uc790(Capex)\ub97c \ud1b5\ud574 \ubc38\ub958\uc5d0\uc774\uc158 \uba40\ud2f0\ud50c\uc744 \uc815\ub2f9\ud654\ud574\uc57c \ud55c\ub2e4\ub294 \uc124\uba85\uc774\ub2e4. \ub610\ud55c AI \uad00\ub828 Capex\uac00 \u2018\ub9e4\uadf8\ub2c8\ud53c\uc13c\ud2b8 7\u2019\uc744 \ub118\uc5b4 \uc0b0\uc5c5\uc7ac, \uc790\ubcf8\uc7ac, \uc804\uae30\uc7a5\ube44, \ubc29\uc0b0, \uc5d0\ub108\uc9c0 \uc548\ubcf4, \uc778\ud504\ub77c\ub85c \ud30c\uae09\ub418\uace0 \uc788\ub2e4\uace0 \ubd84\uc11d\ud588\ub2e4.<\/p>\n\n<p>\ubcf4\uace0\uc11c\ub294 \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c, \uc720\uac00 \ubcc0\ub3d9\uc131, \uc131\uc7a5-\uc778\ud50c\ub808\uc774\uc158 \uc870\ud569\uc5d0 \ub300\ud55c \uc6b0\ub824\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uae00\ub85c\ubc8c \uc99d\uc2dc\uac00 \uc0c1\ubc18\uae30\uc5d0 \uc774\ub840\uc801\uc73c\ub85c \uac15\ud55c \uc131\uacfc\ub97c \ub0c8\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc544\uc2dc\uc544\uac00 \uc0c1\uc2b9\uc744 \uc8fc\ub3c4\ud55c \ubc18\uba74 \uc720\ub7fd\uc740 \uac00\uaca9\uc218\uc775\ub960 \uae30\uc900\uc73c\ub85c\ub294 \uc18c\ud3ed \ub4a4\ucc98\uc84c\uc9c0\ub9cc \ucd1d\uc218\uc775\ub960\uc5d0\uc11c\ub294 \ubbf8\uad6d\uc744 \uc0c1\ud68c\ud588\ub2e4. \uace8\ub4dc\ub9cc\uc0ad\uc2a4\ub294 \uc774\ubc88 \uc0c1\uc2b9\uc5d0\uc11c \uc774\uc775 \uc99d\uac00\uac00 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \ucc28\uc9c0\ud588\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4. \uc2dc\uc7a5 \uc218\uae09 \uce21\uba74\uc5d0\uc11c\ub294 \uacf5\uae09 \uc99d\uac00\ub97c \uacbd\uace0\ud558\uba74\uc11c\ub3c4, \uc790\uc0ac\uc8fc \ub9e4\uc785, M&#038;A, \uacac\uc870\ud55c \uae30\uc5c5 \uc7ac\ubb34\uc0c1\ud0dc\ud45c\uac00 \uc218\uc694 \uce21 \ubc84\ud300\ubaa9\uc73c\ub85c \uc791\uc6a9\ud574 \uc8fc\ub3c4\uc8fc\uac00 \ud655\uc0b0\ub418\ub294 \uacfc\uc815\uc5d0\uc11c\ub3c4 \uc8fc\uc2dd\uc2dc\uc7a5 \ud750\ub984\uc744 \uc9c0\uc9c0\ud560 \uc218 \uc788\ub2e4\uace0 \uc804\ub9dd\ud588\ub2e4.<\/p>\n\n<h3>\ucd08\uc810\uc740 \uae30\uc5c5 \uc2e4\uc801\uacfc \ud30c\uc0dd\uc804\ub7b5\uc758 \uc815\ubc00\ub3c4\ub85c \uc774\ub3d9<\/h3>\n\n<p>\uc2dc\uc7a5 \ub3d9\ub825\uc774 \uc804\ubc18\uc801 \ubc38\ub958\uc5d0\uc774\uc158 \ud655\uc7a5\uc5d0\uc11c \uae30\uc5c5 \uc2e4\uc801\uc5d0 \ub300\ud55c \ubcf4\ub2e4 \uc9d1\uc911\uc801\uc778 \u2018\uac80\uc99d\u2019\uc73c\ub85c \uc62e\uaca8\uac00\uace0 \uc788\ub2e4. \uac70\uc2dc \ubd88\ud655\uc2e4\uc131 \uc644\ud654\uc5d0 \ub530\ub978 \uc190\uc26c\uc6b4 \uc0c1\uc2b9 \uad6c\uac04\uc740 \ub300\uccb4\ub85c \uc9c0\ub098\uac04 \ub9cc\ud07c, \ud5a5\ud6c4 \uba87 \uc8fc\ub294 \ud2b9\uc815 \uc2b9\uc790\ub97c \uc120\ubcc4\ud558\ub294 \uc7a5\uc774 \ub420 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc774\ub294 \ud30c\uc0dd\uc804\ub7b5\ub3c4 \ub354 \uc815\ubc00\ud574\uc838\uc57c \ud568\uc744 \uc758\ubbf8\ud558\uba70, \uad11\ubc94\uc704\ud55c \uc2dc\uc7a5 \ubc29\ud5a5\uc131\ubcf4\ub2e4 \uac1c\ubcc4 \uae30\uc5c5 \uc131\uacfc\uc5d0 \ucd08\uc810\uc744 \ub9de\ucdb0\uc57c \ud55c\ub2e4.<\/p>\n\n<p>2026\ub144 2\ubd84\uae30 \uc2e4\uc801 \uc2dc\uc98c\uc774 \uc2dc\uc791\ub418\uba74\uc11c \ub0b4\uc7ac\ubcc0\ub3d9\uc131\uc774 \ud575\uc2ec \ubcc0\uc218\uac00 \ub420 \uc804\ub9dd\uc774\ub2e4. \ucd5c\uc2e0 \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 S&#038;P500 \uc774\uc775 \uc99d\uac00\uc728\uc740 11% \uc218\uc900\uc73c\ub85c, \ubd84\uae30 \ucd08 \uc81c\uc2dc\ub410\ub358 8% \uc804\ub9dd\uce58\ub97c \uc0c1\ud68c\ud558\uace0 \uc788\uc5b4 \uc2e4\uc801 \ubc1c\ud45c\uc77c \ubcc0\ub3d9\uc131 \ud655\ub300\uac00 \uc608\uc0c1\ub41c\ub2e4. \uc2e4\uc801 \uc0ac\uc804 \uac00\uc774\ub358\uc2a4(\ud504\ub9ac\uc5b4\ub2dd)\uac00 \uac15\ud55c \uae30\uc5c5\uc5d0 \ub300\ud55c \ucf5c\uc635\uc158 \ub9e4\uc218, \ub610\ub294 \uacb0\uacfc \ubd88\ud655\uc2e4\uc131\uc774 \ud070 \uacbd\uc7c1 \uc5c5\uc885 \uae30\uc5c5\uc5d0 \ub300\ud55c \uc2a4\ud2b8\ub798\ub4e4 \uc804\ub7b5\uc5d0\uc11c \uae30\ud68c\ub97c \ubcf8\ub2e4.<\/p>\n\n<h3>AI \uc8fc\ub3c4 Capex, \uc139\ud130 \ub85c\ud14c\uc774\uc158\uacfc \uc635\uc158 \uae30\ud68c<\/h3>\n\n<p>\uc778\uacf5\uc9c0\ub2a5(AI) \ubd90\uc740 \ub354 \uc774\uc0c1 \uc18c\uc218\uc758 \ube45\ud14c\ud06c\uc5d0\ub9cc \uad6d\ud55c\ub418\uc9c0 \uc54a\ub294\ub2e4. \uae30\uc5c5\ub4e4\uc774 \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \uc778\ud504\ub77c\ub97c \uad6c\ucd95\ud558\uba74\uc11c \uc804\uae30\uc7a5\ube44 \uad00\ub828 \uc790\ubcf8\uc7ac \uc8fc\ubb38\uc774 \uc804\ub144 \ub300\ube44 15% \uc99d\uac00\ud55c \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\ub2e4. \uc774\ub294 AI \uc124\ube44\ud22c\uc790 \uc0ac\uc774\ud074\uc758 \uc0c8\ub85c\uc6b4 \uc218\ud61c\ucc98\ub85c \uc0b0\uc5c5\uc7ac \ubc0f \uc720\ud2f8\ub9ac\ud2f0 \uc139\ud130 ETF\uc5d0 \ub300\ud55c \ucf5c\uc635\uc158 \uc804\ub7b5\uc744 \uac80\ud1a0\ud560 \ud544\uc694\uac00 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n\n<p>\uae08\ub9ac\uc758 \uace0\ucc29\uc801 \uace0\uc218\uc900\uc740 \u2018\uc870\uc218\uc758 \uc0c1\uc2b9\u2019\uc774 \ubaa8\ub4e0 \uc885\ubaa9\uc744 \ub04c\uc5b4\uc62c\ub9ac\ub294 \ud658\uacbd\uc774 \uc544\ub2d8\uc744 \ub73b\ud55c\ub2e4. 2026\ub144 \ub300\ubd80\ubd84 \uae30\uac04 10\ub144\ubb3c \ubbf8 \uad6d\ucc44\uae08\ub9ac\uac00 4.5% \uc704\uc5d0\uc11c \uc720\uc9c0\ub418\uba74\uc11c, \uc801\uc790 \uae30\uc5c5\uc5d0\ub294 \ubd88\ub9ac\ud558\uace0 \uc7ac\ubb34\uad6c\uc870\uac00 \ud0c4\ud0c4\ud558\uba70 \uc2e4\uc9c8 \ud604\uae08\ud750\ub984\uc774 \uc788\ub294 \uae30\uc5c5\uc5d0\ub294 \uc720\ub9ac\ud55c \uc5ec\uac74\uc774 \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud22c\uae30\uc801 \uc131\uc7a5\uc8fc\uc758 \uc7a5\uae30\ub9cc\uae30 \uc635\uc158\uc740 \ub9ac\uc2a4\ud06c\uac00 \ucee4\uc9c0\ub294 \ubc18\uba74, \uac80\uc99d\ub41c \uc218\uc775 \ucc3d\ucd9c \uae30\uc5c5\uc744 \ub300\uc0c1\uc73c\ub85c \ud55c \uc804\ub7b5\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \uc120\ud638\ub41c\ub2e4.<\/p>\n\n<p>\uae30\uc5c5\ubc1c \uc218\uc694\uc758 \ub450\ud130\uc6b4 \uc644\ucda9\uc774 \uae09\uaca9\ud55c \uc2dc\uc7a5 \ud558\ub77d\uc744 \ub9c9\uc544\uc904 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \uc5f0\ucd08 \uc774\ud6c4 \ubc1c\ud45c\ub41c \uc790\uc0ac\uc8fc \ub9e4\uc785 \uaddc\ubaa8\ub294 \uc774\ubbf8 7,000\uc5b5\ub2ec\ub7ec\ub97c \ub118\uc5b4 2024\ub144\uc758 \uae30\ub85d\uc801 \uc218\uc900\uc5d0 \ub3c4\uc804\ud558\ub294 \uc18d\ub3c4\ub2e4. \uc774\ub7ec\ud55c \uc9c0\uc18d\uc801\uc778 \ub9e4\uc218 \uc555\ub825\uc740 \uace0\ud488\uc9c8 S&#038;P500 \uc885\ubaa9\uc744 \ub300\uc0c1\uc73c\ub85c \ud604\uae08\ub2f4\ubcf4 \ud48b \ub9e4\ub3c4(cash-secured put)\ub098 \ud48b \ud06c\ub808\ub527 \uc2a4\ud504\ub808\ub4dc \uc804\ub7b5\uc744 \ud1b5\ud574 \uc778\ucef4(\uc218\uc775)\uc744 \ucc3d\ucd9c\ud558\ub294 \ubc29\uc548\uc744 \uc720\ud6a8\ud558\uac8c \ub9cc\ub4e4 \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>\uace8\ub4dc\ub9cc \u201c\ub7a0\ub9ac, \ubc38\ub958 \ud655\uc7a5\u2192\uc2e4\uc801 \uac80\uc99d \uad6d\uba74\u201d\u2026\uace0\uae08\ub9ac \uace0\ucc29\uc5d0 \uc774\uc775\u00b7Capex\uac00 \uba40\ud2f0\ud50c \uc88c\uc6b0. AI \ud22c\uc790\ub3c4 M7 \ub118\uc5b4 \uc0b0\uc5c5\uc7ac\u00b7\uc804\uae30\u00b7\ubc29\uc0b0 \ud655\uc0b0, \uc635\uc158\uc740 \uc885\ubaa9\uc120\ubcc4\u00b7\ubcc0\ub3d9\uc131 \uaca8\ub0e5.<\/p>\n","protected":false},"author":87,"featured_media":50174,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51128","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\/51128","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=51128"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/51128\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50174"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=51128"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=51128"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=51128"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}