{"id":69100,"date":"2026-09-30T01:38:42","date_gmt":"2026-09-30T01:38:42","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/musalem-sees-ai-capex-driving-stubborn-demand-inflation-urges-fed-clarity-without-rate-promises\/"},"modified":"2026-09-30T01:38:42","modified_gmt":"2026-09-30T01:38:42","slug":"musalem-sees-ai-capex-driving-stubborn-demand-inflation-urges-fed-clarity-without-rate-promises","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/musalem-sees-ai-capex-driving-stubborn-demand-inflation-urges-fed-clarity-without-rate-promises\/","title":{"rendered":"\ubb34\uc0b4\ub818 \u201cAI \ud22c\uc790\uc9c0\ucd9c\uc774 \ub048\uc9c8\uae34 \uc218\uc694\ubc1c \uc778\ud50c\ub808\uc774\uc158 \ubd80\ucd94\uaca8\u201d\u2026\uc5f0\uc900, \uae08\ub9ac \uc57d\uc18d \uc5c6\uc774\ub3c4 \uc815\ucc45 \uacbd\ub85c \uba85\ud655\ud788 \ud574\uc57c"},"content":{"rendered":"<p>\uc138\uc778\ud2b8\ub8e8\uc774\uc2a4 \uc5f0\uc740 \ucd1d\uc7ac \uc54c\ubca0\ub974\ud1a0 \ubb34\uc0b4\ub818\uc740 \uc911\uc559\uc740\ud589\uac00\ub4e4\uc774 \uc57d\uc18d\uc744 \ud560 \ud544\uc694\ub294 \uc5c6\uc9c0\ub9cc, \uc815\ucc45 \uacb0\uc815\uc774 \uc5b4\ub5bb\uac8c \uadf8\ub9ac\uace0 \uc65c \uc774\ub904\uc9c0\ub294\uc9c0 \uc124\uba85\ud574\uc57c \ud55c\ub2e4\uace0 \ub9d0\ud588\ub2e4. \uadf8\ub294 \uae08\ub9ac \uacb0\uc815\uc5d0 \ub300\ud55c \uc704\uc784 \uad8c\ud55c\uc5d0\ub294 \uadf8 \uad8c\ud55c\uc744 \uc5b4\ub5bb\uac8c \uc0ac\uc6a9\ud558\ub294\uc9c0\uc5d0 \ub300\ud574 \uc124\uba85\ud574\uc57c \ud560 \uc758\ubb34\uac00 \ub530\ub978\ub2e4\uace0 \uc8fc\uc7a5\ud588\ub2e4. \uadf8\ub294 \ubbf8\uad6d \uacbd\uc81c\uac00 \ub9e4\uc6b0 \uac15\ud558\uc9c0\ub9cc \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc5d0 \uc758\uc874\ud558\uace0 \uc788\ub2e4\uace0 \uc9c4\ub2e8\ud588\uc73c\uba70, \ud604\uc7ac \uc778\ud50c\ub808\uc774\uc158\uc758 \uc57d \uc808\ubc18\uc774 \uc9c0\uc18d\uc801\uc778 \uc218\uc694 \uc555\ub825\uc5d0 \uc758\ud574 \ubc1c\uc0dd\ud558\uace0 \uc788\ub2e4\uace0 \ub9d0\ud588\ub2e4. \ubb34\uc0b4\ub818\uc740 \ub610\ud55c \uc9c0\ub09c \uae08\ub9ac \uc778\uc0c1 \uc774\ud6c4\uc5d0\ub3c4 \ud1b5\ud654\uc815\ucc45\uc774 \uc5ec\uc804\ud788 \ub2e4\uc18c \uc644\ud654\uc801\uc774\uba70, \uc778\ud50c\ub808\uc774\uc158 \uae30\ub300\ub294 \uc7a5\uae30\uc801\uc73c\ub85c 2% \ubb3c\uac00\uc0c1\uc2b9\ub960\uacfc \uc77c\uce58\ud558\ub294 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uace0 \uc788\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4.<\/p>\n\n<p>\uadf8\ub294 \ud604\uc7ac\uc758 \uc218\uc694 \uc555\ub825\uc774 AI \uc124\ube44\ud22c\uc790(CAPEX) \ubd90\uacfc \uc5f0\uacb0\ub3fc \uc788\ub2e4\uace0 \uc9c0\uc801\ud558\uba74\uc11c, \uc0dd\uc0b0\uc131 \uac1c\uc120\uacfc \u2018\uacf5\uae09 \uce21 \uc644\ud654(supply relief)\u2019\ub294 \uc544\uc9c1 \uac00\uc2dc\ud654\ub418\uc9c0 \uc54a\uc558\ub2e4\uace0 \ub9d0\ud588\ub2e4. \ubb34\uc0b4\ub818\uc740 \uace0\uc815\ub41c \uae08\ub9ac \uacbd\ub85c\ub97c \uc2dc\uc0ac\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c\ub3c4 \uc5f0\uc900\uc758 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \ub354 \uba85\ud655\ud788 \uc18c\ud1b5\ud558\ub294 \uac83\uc774 \uc815\ucc45 \ud30c\uae09\uc744 \uac1c\uc120\ud560 \uac83\uc774\ub77c\uace0 \ud588\uace0, \uc18c\ud1b5\uc5d0\uc11c \uc774\ud0c8\ud560 \uacbd\uc6b0 \uc2dc\uc7a5 \ucc38\uac00\uc790\ub4e4\uc774 \ub370\uc774\ud130\ubcf4\ub2e4 \ubc18\uc751\ud568\uc218(reaction function)\ub97c \ucd94\uce21\ud558\ub294 \ub370 \ubab0\ub9ac\uba70 \uc778\ud50c\ub808\uc774\uc158 \ub9ac\uc2a4\ud06c\uac00 \ucee4\uc9c8 \uc218 \uc788\ub2e4\uace0 \uacbd\uace0\ud588\ub2e4. \uadf8\ub294 \uc5f0\uc900\uc758 \uacbd\uc81c\uc804\ub9dd\uc694\uc57d(SEP)\uc740 \uae08\ub9ac \u2018\uc810\ub3c4\ud45c(dots)\u2019\ub97c \uc775\uba85\uc73c\ub85c \uacbd\uc81c \uc804\ub9dd\uce58\uc640 \uc5f0\uacb0\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c \uac1c\uc120\ub420 \uc218 \uc788\ub2e4\uace0 \uc81c\uc548\ud588\uc73c\uba70, \ud504\ub808\uc784\uc6cc\ud06c \uc5c6\uc774 \uc804\ub9dd\ub9cc \uc81c\uc2dc\ud560 \uacbd\uc6b0 \uc5f0\uc900\uc774 \u2018\uac70\uc6b8\uc758 \ubc29(Hall of Mirrors)\u2019 \uac19\uc740 \uc5ed\ud559\uc744 \ucd08\ub798\ud560 \uc218 \uc788\ub2e4\uace0 \uc9c0\uc801\ud588\ub2e4.<\/p>\n\n<h3>AI \uc778\ud504\ub77c \ubd90\uc774 \uc9c0\uc18d \uc218\uc694\uc640 \ub048\uc801\ud55c \uc778\ud50c\ub808\uc774\uc158\uc744 \ubd80\ucd94\uaca8<\/h3>\n\n<p>\uc6b0\ub9ac\ub294 \ub300\uaddc\ubaa8 AI \uc778\ud504\ub77c \ubd90\uc5d0 \ud798\uc785\uc5b4 \ub180\ub77c\uc6b8 \uc815\ub3c4\ub85c \uacac\uc870\ud55c \uacbd\uc81c\ub97c \ubaa9\uaca9\ud558\uace0 \uc788\uc9c0\ub9cc, \uc774 \uc9c0\uc18d\uc801\uc778 \uc218\uc694\uac00 \uc778\ud50c\ub808\uc774\uc158\uc744 \uc27d\uac8c \ub5a8\uc5b4\uc9c0\uc9c0 \uc54a\ub294 \u2018\ub048\uc801\ud55c(sticky)\u2019 \uc0c1\ud0dc\ub85c \ub9cc\ub4e4\uace0 \uc788\ub2e4. \ucd5c\uadfc \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 \uae00\ub85c\ubc8c \uae30\uc220 \ubd80\ubb38\uc758 \uc790\ubcf8\uc801\uc9c0\ucd9c\uc740 \uc62c\ud574 2,000\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uc5b4 \uae09\uc99d\ud588\uc73c\uba70, \uc790\uae08\uc740 \uc8fc\ub85c \ub370\uc774\ud130\uc13c\ud130\uc640 \ud558\ub4dc\uc6e8\uc5b4\ub85c \ud5a5\ud558\uace0 \uc788\ub2e4. \uc774\ub7ec\ud55c \ub300\uaddc\ubaa8 \ud22c\uc790\uc5d0\uc11c \ube44\ub86f\ub418\ub294 \uc0dd\uc0b0\uc131 \uac1c\uc120\uc774 \uc544\uc9c1 \ub208\uc5d0 \ub744\uc9c0 \uc54a\uae30 \ub54c\ubb38\uc5d0, \uc218\uc694 \uc8fc\ub3c4 \uc778\ud50c\ub808\uc774\uc158\uc774 \uacc4\uc18d \uc2dc\uc7a5\uc5d0 \uc555\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\ub2e4.<\/p>\n\n<p>\uc9c0\ub09c \uae08\ub9ac \uc778\uc0c1\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \uac15\ud55c \uacbd\uae30 \ubaa8\uba58\ud140\uc744 \uac10\uc548\ud558\uba74 \ud1b5\ud654\uc815\ucc45\uc740 \uc5ec\uc804\ud788 \uc758\uc678\ub85c \uc644\ud654\uc801\uc73c\ub85c \uc720\uc9c0\ub418\uace0 \uc788\ub2e4. \ubbf8 \uad6d\ucc44 2\ub144\ubb3c \uae08\ub9ac\ub294 \ucd5c\uadfc 4.2% \ubd80\uadfc\uc5d0\uc11c \ub4f1\ub77d\ud558\uba70 \uc218\uc694 \uc555\ub825\uc774 \uc5bc\ub9c8\ub098 \uc624\ub798 \uc9c0\uc18d\ub420\uc9c0\uc5d0 \ub300\ud55c \uc2dc\uc7a5\uc758 \ubd88\ud655\uc2e4\uc131\uc744 \ubc18\uc601\ud588\ub2e4. \uc911\uc559\uc740\ud589\uac00\ub4e4\uc774 \ud2b9\uc815\ud55c \uae08\ub9ac \uacbd\ub85c\ub97c \uc57d\uc18d\ud558\uc9c0 \uc54a\ub294\ub2e4\ub294 \uc810\uc744 \uc778\uc2dd\ud574\uc57c \ud558\uba70, \uc774\ub294 \ud3ec\uc6cc\ub4dc \uac00\uc774\ub358\uc2a4\uac00 \uc544\ub2c8\ub77c \ud5a5\ud6c4 \ubc1c\ud45c\ub420 \uacbd\uc81c\uc9c0\ud45c\uc5d0 \uc804\uc801\uc73c\ub85c \ucd08\uc810\uc744 \ub9de\ucdb0\uc57c \ud568\uc744 \uc758\ubbf8\ud55c\ub2e4.<\/p>\n\n<h3>\ud1b5\ud654\uc815\ucc45 \ubd88\ud655\uc2e4\uc131 \uc18d \uc2dc\uc7a5 \uc804\ub7b5<\/h3>\n\n<p>\ud30c\uc0dd\uc0c1\ud488 \ud2b8\ub808\uc774\ub354\ub4e4\uc740 \ud5a5\ud6c4 \uba87 \uc8fc \ub3d9\uc548 \uae09\uaca9\ud55c \ub9e4\ud30c \uc804\ud658 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud574 \ub2f4\ubcf4\ubd80 \uc775\uc77c\ubb3c \uae08\ub9ac(SOFR) \uc635\uc158\uc744 \ud65c\uc6a9\ud55c \ud5e4\uc9c0\uc5d0 \ub098\uc124 \ud544\uc694\uac00 \uc788\ub2e4. \ud604\uc7ac \uc778\ud50c\ub808\uc774\uc158\uc758 \uac70\uc758 \uc808\ubc18\uc774 \uc9c0\uc18d\uc801\uc778 \uc218\uc694\uc5d0 \uc758\ud574 \uc124\uba85\ub418\ub294 \ub9cc\ud07c, \ud5a5\ud6c4 \uae08\ub9ac \uc778\ud558 \uae30\ub300\ub97c \ubc18\uc601\ud55c \uac00\uaca9\uc740 \uc0c1\ubc29 \uc7ac\ud3c9\uac00(\uc778\ud558 \ud3ed \ucd95\uc18c \ub610\ub294 \uc778\ud558 \uc2dc\uc810 \uc9c0\uc5f0)\uc5d0 \ub9e4\uc6b0 \ucde8\uc57d\ud558\ub2e4. \uae08\ub9ac \ubcc0\ub3d9\uc131\uc5d0 \ub300\ud55c \uc678\uac00\uaca9(out-of-the-money) \ucf5c \uc635\uc158 \ub9e4\uc218\ub294 \uacbd\uc81c\uc9c0\ud45c\uac00 \ucd94\uac00 \uae34\ucd95\uc744 \ubd88\uac00\ud53c\ud558\uac8c \ub9cc\ub4e4 \uacbd\uc6b0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ubc29\uc5b4\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub41c\ub2e4.<\/p>\n\n<p>\ub610\ud55c AI \uc124\ube44\ud22c\uc790 \ubd90\uc774 \ub192\uc740 \ucc28\uc785 \ube44\uc6a9\uc758 \uc644\uac15\ud568\uc5d0 \uc9c1\uba74\ud574 \uc788\ub294 \ub9cc\ud07c, \uc8fc\uc2dd \ud30c\uc0dd\uc0c1\ud488 \ud2b8\ub808\uc774\ub354\ub4e4\uc5d0\uac8c\ub294 \uc8fc\uc694 \uae30\uc220\uc8fc \uc9c0\uc218\uc5d0 \ub300\ud55c \ubc29\uc5b4\uc801 \ud48b \ub9e4\uc218\ub97c \uad8c\uace0\ud55c\ub2e4. \uc5ed\uc0ac\uc801\uc73c\ub85c \uc911\uc559\uc740\ud589\uc774 \uae08\ub9ac \uc57d\uc18d\ubcf4\ub2e4 \ub370\uc774\ud130 \uc758\uc874\uc801\uc774\uace0 \uacf5\uac1c\uc801\uc778 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc6b0\uc120\uc2dc\ud560 \ub54c, \uc778\ud50c\ub808\uc774\uc158 \uc9c0\ud45c \ubc1c\ud45c\ub97c \uc804\ud6c4\ud574 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc774 \ud06c\uac8c \ud655\ub300\ub418\ub294 \uacbd\ud5a5\uc774 \uc788\uc5c8\ub2e4. \uc9c0\uae08 \uc774\ub4e4 \uac70\ub798\ub97c \uade0\ud615 \uc788\uac8c \uad6c\uc131\ud558\uba74 \ubbfc\uac04 \ubd80\ubb38\uc758 \uae30\ub300\uac00 \ubd88\uac00\ud53c\ud558\uac8c \uc774\ub3d9\ud558\ub294 \uacfc\uc815\uc5d0\uc11c \uae30\ud68c\ub97c \ud3ec\ucc29\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub420 \uac83\uc774\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><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 CAPEX \ubd90\uc774 \ub048\uc801\ud55c \ubb3c\uac00\ub97c \ub9cc\ub4e0\ub2e4?\u201d \ubb34\uc0b4\ub818\uc740 \uc778\ud558 \uc57d\uc18d \ub300\uc2e0 \ubc18\uc751\ud568\uc218\u00b7\ud504\ub808\uc784\uc6cc\ud06c \uc18c\ud1b5 \uac15\ud654\ub97c \ucd09\uad6c. \uc815\ucc45\uc740 \uc544\uc9c1 \uc644\ud654\uc801, \uc778\ud50c\ub808 \uc808\ubc18\uc740 \uc218\uc694\ubc1c\u00b7\uae30\ub300\ub294 2%\ub300.<\/p>\n","protected":false},"author":87,"featured_media":69099,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-69100","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.1.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"\u201cAI CAPEX \ubd90\uc774 \ub048\uc801\ud55c \ubb3c\uac00\ub97c \ub9cc\ub4e0\ub2e4?\u201d \ubb34\uc0b4\ub818\uc740 \uc778\ud558 \uc57d\uc18d \ub300\uc2e0 \ubc18\uc751\ud568\uc218\u00b7\ud504\ub808\uc784\uc6cc\ud06c \uc18c\ud1b5 \uac15\ud654\ub97c \ucd09\uad6c. \uc815\ucc45\uc740 \uc544\uc9c1 \uc644\ud654\uc801, \uc778\ud50c\ub808 \uc808\ubc18\uc740 \uc218\uc694\ubc1c\u00b7\uae30\ub300\ub294 2%\ub300.\" \/>\n\t<meta name=\"robots\" content=\"max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/musalem-sees-ai-capex-driving-stubborn-demand-inflation-urges-fed-clarity-without-rate-promises\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO Pro (AIOSEO) 5.0.1.1\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"VT Markets\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"\ubb34\uc0b4\ub818 \u201cAI \ud22c\uc790\uc9c0\ucd9c\uc774 \ub048\uc9c8\uae34 \uc218\uc694\ubc1c \uc778\ud50c\ub808\uc774\uc158 \ubd80\ucd94\uaca8\u201d\u2026\uc5f0\uc900, \uae08\ub9ac \uc57d\uc18d \uc5c6\uc774\ub3c4 \uc815\ucc45 \uacbd\ub85c \uba85\ud655\ud788 \ud574\uc57c - VT Markets\" \/>\n\t\t<meta property=\"og:description\" content=\"\u201cAI CAPEX \ubd90\uc774 \ub048\uc801\ud55c \ubb3c\uac00\ub97c \ub9cc\ub4e0\ub2e4?\u201d \ubb34\uc0b4\ub818\uc740 \uc778\ud558 \uc57d\uc18d \ub300\uc2e0 \ubc18\uc751\ud568\uc218\u00b7\ud504\ub808\uc784\uc6cc\ud06c \uc18c\ud1b5 \uac15\ud654\ub97c \ucd09\uad6c. \uc815\ucc45\uc740 \uc544\uc9c1 \uc644\ud654\uc801, \uc778\ud50c\ub808 \uc808\ubc18\uc740 \uc218\uc694\ubc1c\u00b7\uae30\ub300\ub294 2%\ub300.\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/musalem-sees-ai-capex-driving-stubborn-demand-inflation-urges-fed-clarity-without-rate-promises\/\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2026-09-30T01:38:42+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2026-09-30T01:38:42+00:00\" \/>\n\t\t<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/vtmarketsglobal\/\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n\t\t<meta name=\"twitter:site\" content=\"@vtmarketsglobal\" \/>\n\t\t<meta name=\"twitter:title\" 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