{"id":157,"date":"2026-06-25T23:15:04","date_gmt":"2026-06-25T23:15:04","guid":{"rendered":"https:\/\/wecansurvive.ca\/?p=157"},"modified":"2026-06-25T23:15:04","modified_gmt":"2026-06-25T23:15:04","slug":"2026-06-26%ea%b8%88-%ec%bd%94%ec%8a%a4%ed%94%bc-%ec%8b%9c%ed%99%a9-%ec%b4%9d%ec%a0%95%eb%a6%ac-%ec%98%a4%eb%8a%98-%ed%95%9c%ea%b5%ad-%ec%a6%9d%ec%8b%9c-%ec%a0%84%eb%a7%9d-%ed%95%9c","status":"publish","type":"post","link":"https:\/\/wecansurvive.ca\/?p=157","title":{"rendered":"2026.06.26(\uae08) \ucf54\uc2a4\ud53c \uc2dc\ud669 \ucd1d\uc815\ub9ac \u2014 \uc624\ub298 \ud55c\uad6d \uc99d\uc2dc \uc804\ub9dd \ud55c\ub208\uc5d0"},"content":{"rendered":"<p>\ub9c8\uc774\ud06c\ub860\uc740 \uc633\uc558\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \ubbf8\uad6d \uae30\uc220\uc8fc\ub294 \ub530\ub77c\uac00\uc9c0 \uc54a\uc558\uc2b5\ub2c8\ub2e4. \uc5b4\uc81c(6\/25) \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ub9c8\uc774\ud06c\ub860\uc740 +17% \ud3ed\ub4f1\ud558\uba70 &#39;AI \ubc84\ube14\ub860&#39;\uc744 \ub370\uc774\ud130\ub85c \ubd80\uc248\uc9c0\ub9cc, \uc815\uc791 \ub098\uc2a4\ub2e5\uc740 <strong>-0.46%\ub85c 4\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d<\/strong>(2\uc6d4 \uc774\ud6c4 \uccab 4\uc77c \uc5f0\uc18d \uc57d\uc138)\ud588\uc2b5\ub2c8\ub2e4. \uc560\ud50c\uc774 \ub9e5\ubd81\u00b7\uc544\uc774\ud328\ub4dc \uac00\uaca9 \uc778\uc0c1\uc744 \ubc1c\ud45c\ud558\uba70 -6%(\uc791\ub144 4\uc6d4 \uc774\ud6c4 \ucd5c\uc545), \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub3c4 \uc5d1\uc2a4\ubc15\uc2a4 \uc778\uc0c1\uc73c\ub85c -3.8%. \ubc18\ub300\ub85c \ube44\uae30\uc220\uc8fc\uac00 \ub2e4\uc6b0\ub97c \uc0ac\uc0c1 \ucd5c\uace0\ub85c \ub04c\uc5b4\uc62c\ub838\uc2b5\ub2c8\ub2e4. \uba54\ubaa8\ub9ac\uac12\uc774 \uc624\ub974\ub2c8 <strong>\uba54\ubaa8\ub9ac\ub97c \ud30c\ub294 \ud68c\uc0ac(\ub9c8\uc774\ud06c\ub860\u00b7\uc0cc\ub514\uc2a4\ud06c)\ub294 \uc6c3\uace0, \uba54\ubaa8\ub9ac\ub97c \uc0ac\ub294 \ud68c\uc0ac(\uc560\ud50c\u00b7MS)\ub294 \uc6b4<\/strong> \ud558\ub8e8\uc600\uc2b5\ub2c8\ub2e4. \uc5b4\uc81c \ucf54\uc2a4\ud53c\ub294 \uc774 \ub9c8\uc774\ud06c\ub860 \ud6c8\ud48d\uc744 \ubbf8\ub9ac \ub2f9\uaca8\uc368 +5.42%\ub85c 8,930\uc744 \ud68c\ubcf5\ud588\ub294\ub370, \uc815\uc791 \ubbf8\uad6d \ubcf8\uc7a5\uc774 \ud398\uc774\ub4dc\ud55c \uc624\ub298, \ud55c\uad6d\uc7a5 \uac1c\uc7a5 \uc804 \ubc18\ub4dc\uc2dc \uc9da\uc5b4\uc57c \ud560 \ud750\ub984\uc744 \uce74\ub4dc 5\uc7a5\uc73c\ub85c \uc815\ub9ac\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc548\ub155\ud558\uc138\uc694, \uce94\uc11c\ubc29\uc785\ub2c8\ub2e4. 2026.06.26(\uae08) \ud55c\uad6d \uc7a5\uc804 \uc2dc\ud669\uc744 \ud568\uaed8 \uc0b4\ud3b4\ubd05\uc2dc\ub2e4.<\/p>\n<div class=\"wcs-carousel\">\n<div class=\"wcs-track\"><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/06\/card_1-3.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/06\/card_2-3.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/06\/card_3-3.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/06\/card_4-3.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/06\/card_5-3.png\" alt=\"\"\/><\/div>\n<div class=\"wcs-count\">1 \/ 5<\/div>\n<p><button class=\"wcs-prev\" aria-label=\"\uc774\uc804\">\u2039<\/button><button class=\"wcs-next\" aria-label=\"\ub2e4\uc74c\">\u203a<\/button><\/p>\n<div class=\"wcs-dots\"><span><\/span><span><\/span><span><\/span><span><\/span><span><\/span><\/div>\n<\/div>\n<h2>\u26a1 TL;DR<\/h2>\n<ol>\n<li><strong>&#39;\uac2d\uc5c5 \ud398\uc774\ub4dc&#39;\uac00 \ud604\uc2e4\uc774 \ub410\ub2e4.<\/strong> \uc5b4\uc81c AM \ub9ac\ud3ec\ud2b8\uac00 \uacbd\uace0\ud55c \uadf8\ub300\ub85c \u2014 \ub098\uc2a4\ub2e5 \uc120\ubb3c +2.1%\ub85c \uc5f4\ub838\uc9c0\ub9cc \uc885\uac00\ub294 <strong>-0.46%(25,358.60)<\/strong>, 4\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d. S&amp;P500 <strong>-0.01%(7,357.49)<\/strong> \ubcf4\ud569, \ub2e4\uc6b0\ub9cc <strong>+0.14%(51,920.62)\ub85c \uc0ac\uc0c1 \ucd5c\uace0<\/strong>(\uc778\ud2b8\ub77c\ub370\uc774). \ub9c8\uc774\ud06c\ub860 \ud638\uc7ac\uac00 \uc9c0\uc218 \uc804\uccb4\ub97c \ub04c\uc5b4\uc62c\ub9ac\uc9c0 \ubabb\ud588\ub2e4. <strong>[\uc0ac\uc2e4]<\/strong><\/li>\n<li><strong>\uc624\ub298\uc758 \ud575\uc2ec \u2014 \uba54\ubaa8\ub9ac \uc288\ud37c\uc0ac\uc774\ud074\uc774 \uc2dc\uc7a5\uc744 \ub458\ub85c \ucabc\uac30\ub2e4.<\/strong> <em>\ud30c\ub294 \uc790<\/em>(\ub9c8\uc774\ud06c\ub860 <strong>+17%<\/strong>, \uc0cc\ub514\uc2a4\ud06c <strong>+14.7%<\/strong>)\ub294 \uc774\uae30\uace0, <em>\uc0ac\ub294 \uc790<\/em>(\uc560\ud50c <strong>-6%<\/strong>, MS <strong>-3.8%<\/strong>)\ub294 \uc84c\ub2e4. \uc560\ud50c\uc740 \ub9e5\ubd81\u00b7\uc544\uc774\ud328\ub4dc \uac00\uaca9\uc744, MS\ub294 \uc5d1\uc2a4\ubc15\uc2a4 \uac00\uaca9\uc744 \uc62c\ub838\ub2e4 \u2014 \uba54\ubaa8\ub9ac\uac12 \ud3ed\ub4f1\uc744 \uc18c\ube44\uc790\uc5d0\uac8c \uc804\uac00. <strong>[\uc0ac\uc2e4+\ud574\uc11d]<\/strong><\/li>\n<li><strong>\ud55c\uad6d\uc740 &#39;\ud30c\ub294 \uc790&#39; \ud3b8\uc774\ub2e4.<\/strong> \ucf54\uc2a4\ud53c 6\/25 <strong>+5.42% \u2192 8,930.30<\/strong>, SK\ud558\uc774\ub2c9\uc2a4 <strong>+13.06%<\/strong>(3\uac70\ub798\uc77c \ub9cc\uc5d0 \uc2dc\ucd1d 1\uc704 \ud0c8\ud658), \uc0bc\uc131\uc804\uc790 +5.29%. <em>\uad6c\uc870\uc801\uc73c\ub85c \ud55c\uad6d\uc740 \ub9c8\uc774\ud06c\ub860\uacfc \uac19\uc740 \uc2b9\uc790 \uc9c4\uc601<\/em>. \ub2e8, \uc5b4\uc81c \uc0c1\uc2b9\uc740 <strong>\uae30\uad00(+3.3\uc870)\uc774 \ub04c\uace0 \uc678\uad6d\uc778(-8,783\uc5b5)\u00b7\uac1c\uc778(-2.4\uc870)\uc740 \ud310<\/strong> \uc7a5\uc774\uc5c8\ub2e4. <strong>[\uc0ac\uc2e4]<\/strong><\/li>\n<li><strong>\uae08\ub9ac\ub294 \uc6b0\ud638\uc801\uc73c\ub85c \ub3cc\uc544\uc130\ub2e4.<\/strong> \u7f8e 10\ub144\ubb3c <strong>4.38%<\/strong>, 7\uc8fc \ub9cc\uc758 \ucd5c\uc800 \u2014 5\uc6d4 PCE\ub97c \ucc44\uad8c\uc2dc\uc7a5\uc774 &#39;\uc591\ud638&#39;\ub85c \uc77d\uc5c8\ub2e4. VIX 17.95(-3.65%), WTI $69.57(-1.1%), \uae08 $3,993. \uc704\ud5d8\uc120\ud638 \ud658\uacbd \uc790\uccb4\ub294 \ub098\uc058\uc9c0 \uc54a\ub2e4. <strong>[\uc0ac\uc2e4]<\/strong><\/li>\n<li><strong>\uadf8\ub798\ub3c4 \ub450 \uac00\uc9c0 \uacbd\uacc4 \u2014 \uc678\uad6d\uc778\u00b7\uc6d0\ud654.<\/strong> \uc678\uad6d\uc778\uc740 5\uc6d4 \uc774\ud6c4 \uc57d <strong>$22B \uc21c\ub9e4\ub3c4<\/strong>(SK\ud558\uc774\ub2c9\uc2a4\ub9cc <del>$12B)\ub97c \uba48\ucd94\uc9c0 \uc54a\uc558\uace0, \uc6d0\/\ub2ec\ub7ec\ub294 **<\/del>1,540\uc6d0**\uae4c\uc9c0 \uc57d\uc138. \ud658\ucc28\uc190\uc774 \uc313\uc774\uba74 \uc678\uad6d\uc778 \ubcf5\uadc0\ub294 \ub354\ub38c\uc9c4\ub2e4. \ucf54\uc2a4\ud53c 8,930\uc740 <em>\ubbf8\uad6d \ubcf8\uc7a5\uc774 \uc2dd\uae30 \uc804<\/em>\uc5d0 \ud638\uc7ac\ub97c \ub2f9\uaca8\uc4f4 \uac00\uaca9\uc774\ub2e4. <strong>[\uad00\uce21]<\/strong><\/li>\n<\/ol>\n<hr>\n<h2>1. \ubbf8\uad6d\u00b7\uc720\ub7fd\uc7a5 \ub9c8\uac10 \uc815\ub9ac (6\/25 ET \ub9c8\uac10) \u2014 \ub9c8\uc774\ud06c\ub860\uc774 \uc633\uc544\ub3c4 \ub098\uc2a4\ub2e5\uc740 \ub0b4\ub838\ub2e4<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\uc9c0\uc218<\/th>\n<th>\uc885\uac00<\/th>\n<th>\ub4f1\ub77d<\/th>\n<th>\ube44\uace0<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>S&amp;P500<\/td>\n<td>7,357.49<\/td>\n<td><strong>-0.01%<\/strong><\/td>\n<td>\uc0ac\uc2e4\uc0c1 \ubcf4\ud569<\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5<\/td>\n<td>25,358.60<\/td>\n<td><strong>-0.46%<\/strong><\/td>\n<td><strong>4\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d<\/strong>(2\uc6d4 \uc774\ud6c4 \ucc98\uc74c)<\/td>\n<\/tr>\n<tr>\n<td>\ub2e4\uc6b0<\/td>\n<td>51,920.62<\/td>\n<td><strong>+0.14%<\/strong><\/td>\n<td><strong>\uc0ac\uc0c1 \ucd5c\uace0<\/strong>(\uc778\ud2b8\ub77c\ub370\uc774), \uce90\ud130\ud544\ub7ec +6%<\/td>\n<\/tr>\n<tr>\n<td>\ub9c8\uc774\ud06c\ub860(MU)<\/td>\n<td>\u2014<\/td>\n<td><strong>+17%<\/strong><\/td>\n<td>\uc2e4\uc801 \ube14\ub85c\uc544\uc6c3, HBM &#39;26\ub144 \uc644\ud310<\/td>\n<\/tr>\n<tr>\n<td>\uc0cc\ub514\uc2a4\ud06c<\/td>\n<td>\u2014<\/td>\n<td><strong>+14.7%<\/strong><\/td>\n<td>\uba54\ubaa8\ub9ac \ub7a0\ub9ac \ub3d9\ucc38<\/td>\n<\/tr>\n<tr>\n<td>\uc560\ud50c(AAPL)<\/td>\n<td>\u2014<\/td>\n<td><strong>-6%<\/strong><\/td>\n<td>\uc791\ub144 4\uc6d4 \uc774\ud6c4 \ucd5c\uc545, \ub9e5\ubd81\u00b7\uc544\uc774\ud328\ub4dc \uc778\uc0c1<\/td>\n<\/tr>\n<tr>\n<td>MS<\/td>\n<td>\u2014<\/td>\n<td><strong>-3.8%<\/strong><\/td>\n<td>\uc5d1\uc2a4\ubc15\uc2a4 +$100~150 \uc778\uc0c1<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\ub098\uc2a4\ub2e5\uc740 \ub9c8\uc774\ud06c\ub860\uc758 <em>\uc5ed\ub300\uae09 \uc2e4\uc801 \ube44\ud2b8\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0<\/em> \ud558\ub77d \ub9c8\uac10\ud588\ub2e4. \uc790\uae08\uc774 \ube45\ud14c\ud06c\uc5d0\uc11c \ube60\uc838\ub098\uc640 \uc0b0\uc5c5\uc7ac\u00b7\ud5ec\uc2a4\ucf00\uc5b4\u00b7\uae08\uc735\uc73c\ub85c \uc774\ub3d9(\ub85c\ud14c\uc774\uc158)\ud558\uba70 \ub2e4\uc6b0\ub97c \uc0ac\uc0c1 \ucd5c\uace0\ub85c \ubc00\uc5b4\uc62c\ub838\ub2e4.<\/li>\n<li>\uc989 \uc5b4\uc81c \uc0c8\ubcbd +2.1%\ub85c \uc5f4\ub838\ub358 \ub098\uc2a4\ub2e5 \uc120\ubb3c\uc758 \uac2d\uc5c5\uc740 <em>\uc7a5\uc911\uc5d0 \ubaa8\ub450 \ubc18\ub0a9<\/em>\ub410\ub2e4. <strong>\uc5b4\uc81c AM \ub9ac\ud3ec\ud2b8 \uacf5\ubd80\ub178\ud2b8\uc5d0\uc11c \uc9da\uc740 &#39;\uac2d\uc5c5 \ud398\uc774\ub4dc(gap-up fade)&#39;\uac00 \uad50\uacfc\uc11c\ucc98\ub7fc \uc2e4\ud604<\/strong>\ub410\ub2e4.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong><\/p>\n<ul>\n<li>\ud575\uc2ec\uc740 <em>\ub9c8\uc774\ud06c\ub860\uc774 \ud2c0\ub824\uc11c \ub098\uc2a4\ub2e5\uc774 \ub0b4\ub9b0 \uac8c \uc544\ub2c8\ub77c\ub294 \uc810<\/em>. \ub9c8\uc774\ud06c\ub860\uc740 +17%\ub85c \uba40\uca61\ud788 \uc62c\ub790\ub2e4. \ub0b4\ub9b0 \uac74 \uc560\ud50c\u00b7MS \uac19\uc740 <em>\uba54\ubaa8\ub9ac\ub97c \uc18c\ube44\ud558\ub294 \ube45\ud14c\ud06c<\/em>\ub2e4. \uac19\uc740 \uba54\ubaa8\ub9ac \uc288\ud37c\uc0ac\uc774\ud074\uc774 \ud55c\ucabd\uc5d4 \ud638\uc7ac, \ub2e4\ub978 \ucabd\uc5d4 \uc545\uc7ac\ub85c \uc791\ub3d9\ud55c \uac83 \u2014 \uc774\uac8c \uc624\ub298 \uc2dc\uc7a5\uc744 \uc77d\ub294 \uc5f4\uc1e0\ub2e4(2\uc808).<\/li>\n<\/ul>\n<hr>\n<h2>2. \uc624\ub298\uc758 \ud575\uc2ec \ud55c \uac00\uc9c0 \u2014 \uba54\ubaa8\ub9ac \uc288\ud37c\uc0ac\uc774\ud074\uc758 &#39;\ub450 \uc5bc\uad74&#39;<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<p>\uc5b4\uc81c \ubbf8\uad6d\uc7a5\uc758 \uc885\ubaa9 \uba85\uc554\uc740 \uc6b0\uc5f0\uc774 \uc544\ub2c8\ub77c <em>\ud558\ub098\uc758 \uc778\uacfc<\/em>\ub85c \ubb36\uc778\ub2e4:<\/p>\n<table>\n<thead>\n<tr>\n<th>\uc9c4\uc601<\/th>\n<th>\uc885\ubaa9<\/th>\n<th>\ub4f1\ub77d<\/th>\n<th>\uba54\ubaa8\ub9ac\uac12 \uc0c1\uc2b9\uc758 \uc758\ubbf8<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>\uba54\ubaa8\ub9ac\ub97c \ud30c\ub294 \uc790<\/strong><\/td>\n<td>\ub9c8\uc774\ud06c\ub860 +17% \u00b7 \uc0cc\ub514\uc2a4\ud06c +14.7%<\/td>\n<td>\ud83d\udfe2<\/td>\n<td>\uac00\uaca9\u2191 = \ub9e4\ucd9c\u00b7\ub9c8\uc9c4 \ud3ed\uc99d (\ub9c8\uc774\ud06c\ub860 \ucd1d\ub9c8\uc9c4 84.9%)<\/td>\n<\/tr>\n<tr>\n<td><strong>\uba54\ubaa8\ub9ac\ub97c \uc0ac\ub294 \uc790<\/strong><\/td>\n<td>\uc560\ud50c -6% \u00b7 MS -3.8%<\/td>\n<td>\ud83d\udd34<\/td>\n<td>\uac00\uaca9\u2191 = \uc6d0\uac00 \uc555\ubc15 \u2192 \uc18c\ube44\uc790\uac00 \uc778\uc0c1 \u2192 \uc218\uc694 \uc704\ucd95 \uc6b0\ub824<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\uc560\ud50c: \ub9e5\ubd81 \ub124\uc624 $599\u2192$699, \ub9e5\ubd81 \uc5d0\uc5b4 $1,099\u2192$1,299. \ud300 \ucfe1 &quot;\uc778\uc0c1\uc740 \ubd88\uac00\ud53c&quot;. <em>\uba54\ubaa8\ub9ac\u00b7\uc2a4\ud1a0\ub9ac\uc9c0 \uc6d0\uac00 \uae09\ub4f1\uc744 \ucc98\uc74c\uc73c\ub85c \uacf5\uc2dd \uc804\uac00<\/em>.<\/li>\n<li>MS: \uc5d1\uc2a4\ubc15\uc2a4 512GB +$100, 1TB +$150.<\/li>\n<li>&quot;\uc774\ub807\uac8c \ube60\ub974\uac8c, \uc774\ub807\uac8c \ub9ce\uc774 \ubd80\ud488\uac12\uc774 \uc624\ub978 \uac74 \ucc98\uc74c \ubcf8\ub2e4&quot;(\uc560\ud50c) \u2014 AI \ub370\uc774\ud130\uc13c\ud130 \uba54\ubaa8\ub9ac \uc218\uc694 \ud3ed\uc99d\uc774 \uc6d0\uc778.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong><\/p>\n<ul>\n<li>\uc9c0\ub09c\uc8fc\uae4c\uc9c0 \uc2dc\uc7a5\uc740 \uba54\ubaa8\ub9ac \uc288\ud37c\uc0ac\uc774\ud074\uc744 <em>\ub2e8\uc77c \ud14c\ub9c8<\/em>(&#39;\ubc18\ub3c4\uccb4\uac00 \ub2e4 \uc88b\ub2e4&#39;)\ub85c \ubd24\ub2e4. \uc5b4\uc81c \uc2dc\uc7a5\uc740 \uc774\uac78 <strong>\uc2b9\uc790(\uba54\ubaa8\ub9ac \uba54\uc774\ucee4)\uc640 \ud328\uc790(\uba54\ubaa8\ub9ac \uc18c\ube44 \ube45\ud14c\ud06c)\ub85c \ubd84\ub9ac<\/strong>\ud574\uc11c \uac70\ub798\ud558\uae30 \uc2dc\uc791\ud588\ub2e4. \uc774\uac8c 6\/23 \ud3ed\ub77d \uc774\ud6c4 \ud750\ub984\uc758 <em>\uc9c8\uc801 \ubcc0\ud654<\/em>\ub2e4.<\/li>\n<li><strong>\ud55c\uad6d\uc5d0 \uc8fc\ub294 \ud568\uc758\ub294 \uc591\uba74\uc801\uc774\ub2e4.<\/strong>\n<ul>\n<li>\ud83d\udfe2 <strong>\uc88b\uc740 \uba74<\/strong>: SK\ud558\uc774\ub2c9\uc2a4\u00b7\uc0bc\uc131\uc804\uc790\ub294 *\ub9c8\uc774\ud06c\ub860\uacfc \uac19\uc740 &#39;\ud30c\ub294 \uc790&#39;*\ub2e4. \uba54\ubaa8\ub9ac\uac12 \uc0c1\uc2b9 = \ud55c\uad6d \ub300\ud45c \uc218\ucd9c\uc8fc\uc758 \uc2e4\uc801 \ud638\uc7ac. \ub9c8\uc774\ud06c\ub860 \uc2e4\uc801($100B \uc218\uc8fc\uc794\uace0\u00b7HBM \uc644\ud310)\uc774 \ud55c\uad6d \uba54\ubaa8\ub9ac \uc0ac\uc774\ud074 \ub17c\ub9ac\ub97c <em>\uc678\ubd80\uc5d0\uc11c \uc7ac\ud655\uc778<\/em>\ud574\uc92c\ub2e4.<\/li>\n<li>\ud83d\udd34 <strong>\uacbd\uacc4\ud560 \uba74<\/strong>: \uadf8 \uc288\ud37c\uc0ac\uc774\ud074\uc774 \ube45\ud14c\ud06c \uc218\uc694\ub97c <em>\ube44\uc2f8\uac8c \ub9cc\ub4e4\uba74<\/em>, \uacb0\uad6d \uba54\ubaa8\ub9ac\ub97c \uc0ac\uc8fc\ub294 \ucd5c\uc885 \uc218\uc694(\ube45\ud14c\ud06c capex\u00b7\uc18c\ube44\uc790 IT \uc9c0\ucd9c)\uac00 \uc704\ucd95\ub420 \uc218 \uc788\ub2e4. &#39;\ud30c\ub294 \uc790&#39;\uc758 \ud638\ud669\uc740 &#39;\uc0ac\ub294 \uc790&#39;\uc758 \uc9c0\uac11\uc5d0\uc11c \ub098\uc624\uae30 \ub54c\ubb38 \u2014 \uc0ac\uc774\ud074\uc774 <em>\ub108\ubb34 \ub728\uac70\uc6b0\uba74<\/em> \uc2a4\uc2a4\ub85c\ub97c \uac09\uc544\uba39\ub294\ub2e4.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<blockquote>\n<p>\ud575\uc2ec \u2014 \ud55c\uad6d\uc740 \ubd84\uba85 \uc2b9\uc790 \uc9c4\uc601\uc5d0 \uc11c \uc788\ub2e4. \ud558\uc9c0\ub9cc \uc5b4\uc81c \ub098\uc2a4\ub2e5\uc774 \ubcf4\uc5ec\uc900 \uac74 <em>&#39;\ubc18\ub3c4\uccb4 = \ubb34\uc870\uac74 \ud638\uc7ac&#39;\uc758 \uc2dc\ub300\uac00 \ub05d\ub098\uace0, \ub204\uac00 \ud30c\ub294 \uc790\uc774\uace0 \ub204\uac00 \uc0ac\ub294 \uc790\uc778\uc9c0 \uac00\ub824\ub0b4\ub294 \uc2dc\ub300<\/em>\uac00 \uc2dc\uc791\ub410\ub2e4\ub294 \uac83. \ud55c\uad6d \uba54\ubaa8\ub9ac\ub294 \uc774\uae30\ub294 \ucabd\uc774\uc9c0\ub9cc, \uc2dc\uc7a5\uc740 \ub354 \uc774\uc0c1 \ubb3b\uc9c0\ub3c4 \ub530\uc9c0\uc9c0\ub3c4 \uc54a\uace0 \uc0ac\uc8fc\uc9c0\ub294 \uc54a\ub294\ub2e4.<\/p>\n<\/blockquote>\n<hr>\n<h2>3. \ud55c\uad6d \ubcc0\uc218 \u2014 8,930 \ud68c\ubcf5\ud588\uc9c0\ub9cc, \uc0b0 \uac74 \uae30\uad00\uc774\uace0 \uc678\uad6d\uc778\uc740 \uc5ec\uc804\ud788 \ud310\ub2e4<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<ul>\n<li><strong>\ucf54\uc2a4\ud53c 6\/25 +5.42%(+459.28pt) \u2192 8,930.30.<\/strong> 6\/23 &#39;\ube14\ub799 \ud654\uc694\uc77c&#39;(-9.99%, 8,203) \u2192 6\/24(+3.26%, 8,471) \u2192 6\/25(+5.42%, 8,930)\ub85c <em>3\uac70\ub798\uc77c \ub9cc\uc5d0 9,000\uc120\uc744 \ub208\uc55e<\/em>\uae4c\uc9c0 \ud68c\ubcf5.<\/li>\n<li><strong>SK\ud558\uc774\ub2c9\uc2a4 +13.06%<\/strong> \u2014 3\uac70\ub798\uc77c \ub9cc\uc5d0 \ucf54\uc2a4\ud53c <strong>\uc2dc\ucd1d 1\uc704 \ud0c8\ud658<\/strong>(\uc0bc\uc131\uc804\uc790 \ucd94\uc6d4). \uc0bc\uc131\uc804\uc790 +5.29%.<\/li>\n<li><strong>\uc218\uae09\uc758 \uc18d\uc0b4<\/strong>: 6\/25 \ud55c\uad6d\uc7a5\uc5d0\uc11c <strong>\uae30\uad00 +3\uc8703,244\uc5b5 \uc21c\ub9e4\uc218<\/strong>\uac00 \ub04c\uc5c8\uace0, <strong>\uc678\uad6d\uc778 -8,783\uc5b5 \u00b7 \uac1c\uc778 -2\uc8704,155\uc5b5 \uc21c\ub9e4\ub3c4<\/strong>. \uc9c0\uc218\ub294 \ud3ed\ub4f1\ud588\uc9c0\ub9cc <em>\uc678\uad6d\uc778\uc740 \uc5ec\uc804\ud788 \ud30c\ub294 \ucabd<\/em>.<\/li>\n<li><strong>\uc678\uad6d\uc778 \ub204\uc801<\/strong>: 5\uc6d4 \uc774\ud6c4 \ud55c\uad6d \uc8fc\uc2dd \uc57d <strong>$22B \uc21c\ub9e4\ub3c4<\/strong>(SK\ud558\uc774\ub2c9\uc2a4 \ub2e8\uc77c\uc885\ubaa9\ub9cc \uc6d4 ~$12B).<\/li>\n<li><strong>\uc6d0\/\ub2ec\ub7ec <del>1,535<\/del>1,545\uc6d0<\/strong>(6\/25~26 \uae30\uc900) \u2014 \uc6d0\ud654 \uc57d\uc138 \uc9c0\uc18d.<\/li>\n<li><strong>\ubc18\ub300 \uc2e0\ud638(\ubc38\ub958)<\/strong>: JP\ubaa8\uac74 \ucf54\uc2a4\ud53c \ubaa9\ud45c <strong>12,500<\/strong>, \uace8\ub4dc\ub9cc <strong>12,000<\/strong>(\uc57d +37% \uc5ec\ub825)\uc73c\ub85c \uc0c1\ud5a5 \u2014 \uc678\uad6d\uacc4 IB\uc758 <em>\uad6c\uc870\uc801 \uac15\uc138\ub860<\/em>\uc740 \uc720\uc9c0.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong><\/p>\n<ul>\n<li>\uc5b4\uc81c +5.42%\uc758 <em>\uccb4\ub825<\/em>\uc744 \uc758\uc2ec\ud558\uac8c \ub9cc\ub4dc\ub294 \uac74 \uc218\uae09\uc774\ub2e4. <strong>\uae30\uad00 \ud63c\uc790 \ub04c\uc5b4\uc62c\ub9b0 \ubc18\ub4f1<\/strong>\uc774\uace0, \uc678\uad6d\uc778\uc740 \ud3ed\ub4f1\uc7a5\uc5d0\uc11c\ub3c4 8,783\uc5b5\uc744 \ub354 \ud314\uc558\ub2e4. \uc678\uad6d\uc778 \ub9e4\ub3c4\uac00 \uba48\ucd94\uc9c0 \uc54a\ub294 \ud55c, \uc9c0\uc218\ub294 \uc624\ub974\ub354\ub77c\ub3c4 <em>\uc704\ub85c \uac08\uc218\ub85d \ub9e4\ubb3c\ubcbd<\/em>\uc744 \ub9cc\ub09c\ub2e4.<\/li>\n<li><strong>\uc6d0\ud654 \uc57d\uc138(~1,540\uc6d0)\uac00 \uc678\uad6d\uc778 \ubc1c\ubaa9\uc758 \ud575\uc2ec.<\/strong> \uc678\uad6d\uc778 \uc785\uc7a5\uc5d0\uc120 \ud55c\uad6d \uc8fc\uc2dd\uc774 \uc62c\ub77c\ub3c4 <em>\uc6d0\ud654\ub85c \ud658\uc0b0\ud574 \ub2ec\ub7ec\ub85c \ub418\ucc3e\uc744 \ub54c \ud658\ucc28\uc190<\/em>\uc774 \ub09c\ub2e4. \uc8fc\uac00 \uc0c1\uc2b9\ubd84\uc744 \ud658\uc728\uc774 \uae4c\uba39\uc73c\uba74 \ubcf5\uadc0 \uc720\uc778\uc774 \uc57d\ud558\ub2e4. \ubc18\ub300\ub85c <em>\uc218\ucd9c\uc8fc(\uc0bc\uc131\u00b7\ud558\uc774\ub2c9\uc2a4)\uc5d0\ub294 \uc57d\ud55c \uc6d0\ud654\uac00 \uc2e4\uc801 \ud638\uc7ac<\/em> \u2014 \uac19\uc740 \ud658\uc728\uc774 \uc678\uad6d\uc778\uc5d4 \ub3c5, \uae30\uc5c5\uc5d4 \uc57d. \uc774 \ube44\ub300\uce6d\uc774 \uc9c0\uae08 \ud55c\uad6d\uc7a5\uc758 \ubbf8\ubb18\ud55c \uade0\ud615\uc774\ub2e4.<\/li>\n<li>IB \ubaa9\ud45c\uac00 \uc0c1\ud5a5(12,000~12,500)\uacfc \uc678\uad6d\uc778 \uc2e4\ub9e4\ub3c4\uac00 <em>\uc815\ubc18\ub300\ub85c<\/em> \uac00\ub294 \uac74 \ubaa8\uc21c\uc774 \uc544\ub2c8\ub2e4. <strong>\uc7a5\uae30 \ubdf0(\uba54\ubaa8\ub9ac \uc288\ud37c\uc0ac\uc774\ud074 = \uac15\uc138)\uc640 \ub2e8\uae30 \ud589\ub3d9(\ub9ac\uc2a4\ud06c \ud55c\ub3c4\u00b7\ud658\u00b7\uc3e0\ub9bc \uad00\ub9ac = \ub9e4\ub3c4)\uc774 \ubd84\ub9ac<\/strong>\ub3fc \uc788\ub2e4\ub294 \ub73b. \uc9c4\uaddc\uac00 \ubd10\uc57c \ud560 \uac74 \ub458 \uc911 <em>\ub2e8\uae30 \uc218\uae09<\/em>\uc774 \uc5b8\uc81c \uaebe\uc774\ub290\ub0d0\ub2e4.<\/li>\n<\/ul>\n<hr>\n<h2>4. \uc815\ucc45\u00b7\uac70\uc2dc \ubc30\uacbd \u2014 \uae08\ub9ac\ub294 \ud480\ub838\ub294\ub370, 9\uc6d4 \uc778\uc0c1 \ubca0\ud305\uc740 \uc548 \uaebc\uc84c\ub2e4<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\ubcc0\uc218<\/th>\n<th>\uac12 (\uc2dc\uc810)<\/th>\n<th>\ubc29\ud5a5<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\u7f8e 10\ub144\ubb3c \uad6d\ucc44<\/td>\n<td><strong>4.38%<\/strong> (6\/25 \ub9c8\uac10)<\/td>\n<td><strong>7\uc8fc \ucd5c\uc800<\/strong> (5\uc6d4 PCE \uc591\ud638 \ud574\uc11d)<\/td>\n<\/tr>\n<tr>\n<td>\uc5f0\uc900 9\uc6d4 \uc778\uc0c1 \ud655\ub960(\uc2dc\uc7a5)<\/td>\n<td>\uc57d <strong>68%<\/strong><\/td>\n<td>1\uc8fc \uc804 29% \u2192 \uc5ec\uc804\ud788 \ub192\uc74c<\/td>\n<\/tr>\n<tr>\n<td>VIX<\/td>\n<td>17.95 (-3.65%)<\/td>\n<td>\uacf5\ud3ec \uc9c4\uc815<\/td>\n<\/tr>\n<tr>\n<td>WTI<\/td>\n<td>$69.57 (-1.1%)<\/td>\n<td>$70 \uc544\ub798<\/td>\n<\/tr>\n<tr>\n<td>\uae08<\/td>\n<td>$3,993.50 (-0.4%)<\/td>\n<td>\ubcf4\ud569<\/td>\n<\/tr>\n<tr>\n<td>\ub2ec\ub7ec\uc9c0\uc218(DXY)<\/td>\n<td>101.44 (+0.05%)<\/td>\n<td>\ubcf4\ud569<\/td>\n<\/tr>\n<tr>\n<td>USD\/KRW<\/td>\n<td><del>1,535<\/del>1,545<\/td>\n<td>\uc6d0\ud654 \uc57d\uc138<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>[\ud574\uc11d]<\/strong><\/p>\n<ul>\n<li><strong>\uc6b0\ud638 \uc7ac\ub8cc<\/strong>: 10\ub144\ubb3c\uc774 4.45%\u21924.38%\ub85c 7\uc8fc \ucd5c\uc800\uae4c\uc9c0 \ub0b4\ub824\uc654\ub2e4. PCE(5\uc6d4 \ud5e4\ub4dc\ub77c\uc778 4.1%\u00b7\uadfc\uc6d0 3.4%)\ub97c \ucc44\uad8c\uc2dc\uc7a5\uc774 *&#39;\uc815\uc810 \ud1b5\uacfc, \ub454\ud654 \uc2dc\uc791&#39;*\uc73c\ub85c \uc77d\uc73c\uba74\uc11c \uc7a5\uae30\uae08\ub9ac \ubd80\ub2f4\uc774 \ud480\ub838\ub2e4. \uc720\uac00\ub3c4 $70 \uc544\ub798\ub85c \uc548\uc815(\ud638\ub974\ubb34\uc988 \ud1b5\ud56d \uc815\uc0c1\ud654 \uc9c0\uc18d), VIX\ub3c4 18 \uc544\ub798.<\/li>\n<li><strong>\uacbd\uacc4 \uc7ac\ub8cc<\/strong>: \uadf8\ub7f0\ub370\ub3c4 <em>\uc5f0\uc900 9\uc6d4 \uc778\uc0c1 \ubca0\ud305(~68%)\uc740 \uac70\uc758 \uc548 \ub0b4\ub824\uc654\ub2e4<\/em>. \uc7a5\uae30\uae08\ub9ac(\uc2dc\uc7a5\uc758 \uc131\uc7a5\u00b7\ubb3c\uac00 \uae30\ub300)\ub294 \ud480\ub838\ub294\ub370, \uc815\ucc45\uae08\ub9ac(\uc5f0\uc900\uc758 \ub2e8\uae30 \uc758\uc9c0)\ub294 \ub9e4\ud30c\ub85c \ub0a8\uc544 \uc788\ub294 <em>\uc5c7\uac08\ub9bc<\/em>. 5\uc6d4 \uc18c\ub4dd\u00b7\uc18c\ube44\uac00 \ub458 \ub2e4 +0.7%\ub85c \uac15\ud588\ub358 \uac8c \uc5f0\uc900\uc758 \uba85\ubd84.<\/li>\n<li>\uc815\ub9ac \u2014 <em>\uae08\ub9ac\ub77c\ub294 \ub9c8\uc2a4\ud130 \ubcc0\uc218\uc758 \uc7a5\uae30 \ucabd\uc740 \uc6b0\ud638\uc801\uc73c\ub85c \ub3cc\uc558\uc9c0\ub9cc(10Y\u2193), \ub2e8\uae30 \uc815\ucc45 \ucabd\uc740 \ud68c\uc0c9(9\uc6d4 \uc778\uc0c1 68%)<\/em>. \uc704\ud5d8\uc790\uc0b0\uc5d4 \uc21c\ud48d \ubc18, \uc5ed\ud48d \ubc18.<\/li>\n<\/ul>\n<hr>\n<h2>5. \ud55c\uad6d\uc7a5 (6\/26 KST) \ud504\ub9ac\ubdf0 \u2014 \uccb4\ud06c\ud3ec\uc778\ud2b8<\/h2>\n<p><strong>[\uad00\uce21]<\/strong><\/p>\n<ol>\n<li><strong>8,930\uc758 follow-through<\/strong> \u2014 \uc5b4\uc81c +5.42%\ub294 <em>\ubbf8\uad6d \ubcf8\uc7a5\uc774 \ud398\uc774\ub4dc\ud558\uae30 \uc804<\/em>\uc5d0 \ub9c8\uc774\ud06c\ub860 \uae30\ub300\ub9cc\uc73c\ub85c \ub2f9\uaca8\uc4f4 \uac00\uaca9\uc774\ub2e4. \uc624\ub298 \ud55c\uad6d\uc7a5\uc740 *&#39;\ub9c8\uc774\ud06c\ub860 \ud655\uc778(\ud638\uc7ac) vs \ub098\uc2a4\ub2e5 4\uc77c \ud558\ub77d(\uc545\uc7ac)&#39;*\uc744 \ub3d9\uc2dc\uc5d0 \uc18c\ud654\ud574\uc57c \ud55c\ub2e4. <strong>9,000\uc120 \uc548\ucc29\uc774\ub0d0, \ucc28\uc775\uc2e4\ud604 \ub9e4\ubb3c\uc5d0 \ubc00\ub9ac\ub290\ub0d0<\/strong>\uac00 \uccab \uad00\ubb38.<\/li>\n<li><strong>\uc678\uad6d\uc778 \ub9e4\ub9e4 \uc804\ud658 \uc5ec\ubd80<\/strong> \u2014 <em>\uc624\ub298\uc758 \uac00\uc7a5 \uc911\uc694\ud55c \ud55c \uac00\uc9c0<\/em>. \uc5b4\uc81c \ud3ed\ub4f1\uc5d0\ub3c4 \uc678\uad6d\uc778\uc740 -8,783\uc5b5. \uc678\uad6d\uc778\uc774 <em>\uc21c\ub9e4\uc218\ub85c \ub3cc\uc544\uc11c\ub294 \uccab \ub0a0<\/em>\uc774 \uc9c4\uc9dc \ucd94\uc138 \uc804\ud658\uc758 \uc2e0\ud638\ub2e4. \uae30\uad00 \ub2e8\ub3c5 \ub9e4\uc218\ub294 \uc9c0\uc18d\uc131\uc774 \uc57d\ud558\ub2e4.<\/li>\n<li><strong>SK\ud558\uc774\ub2c9\uc2a4\u00b7\uc0bc\uc131 vs \uadf8 \uc678 \ud3ed(breadth)<\/strong> \u2014 \ubc18\ub4f1\uc774 <em>\uba54\ubaa8\ub9ac \ud22c\ud1b1\uc5d0\ub9cc \uc3e0\ub9ac\ub294\uc9c0<\/em>, \uc544\ub2c8\uba74 \uc18c\ubd80\uc7a5\u00b7\uc7a5\ube44\u00b7\uc5ec\ud0c0 \uc5c5\uc885\uc73c\ub85c <em>\ud3ed\uc774 \ub113\uc5b4\uc9c0\ub294\uc9c0<\/em>. \uc5b4\uc81c \ubbf8\uad6d\uc774 \ubcf4\uc5ec\uc900 &#39;\uba54\ubaa8\ub9ac \uc2b9\uc790 vs \ube45\ud14c\ud06c \ud328\uc790&#39; \ubd84\ub9ac\uac00 \ud55c\uad6d\uc5d0\uc11c\ub3c4 \ub098\ud0c0\ub098\uba74, \uc9c0\uc218\ubcf4\ub2e4 <em>\uc885\ubaa9 \ucc28\ubcc4\ud654<\/em>\uac00 \ucee4\uc9c4\ub2e4.<\/li>\n<li><strong>\uc6d0\/\ub2ec\ub7ec 1,540\uc6d0 \ubc29\ud5a5<\/strong> \u2014 \uc6d0\ud654\uac00 \ub354 \ubc00\ub9ac\uba74(&gt;1,550) \uc678\uad6d\uc778 \ubcf5\uadc0\ub294 \ub354 \uba40\uc5b4\uc9c4\ub2e4. \ubc18\ub300\ub85c \uc6d0\ud654\uac00 1,530 \uc544\ub798\ub85c \uc9c4\uc815\ub418\uba74 \uc678\uad6d\uc778 \ub9e4\ub3c4 \uac15\ub3c4 \uc644\ud654 \uc2e0\ud638. <em>\ud658\uc728\uc774 \uace7 \uc678\uad6d\uc778 \uc218\uae09\uc758 \uc120\ud589 \uc9c0\ud45c<\/em>.<\/li>\n<\/ol>\n<hr>\n<h2>\uacf5\ubd80 \ub178\ud2b8 \u2014 &#39;\ube44\uc6a9 \uc804\uac00(cost pass-through)&#39;\uc640 &#39;\uc139\ud130 \ub85c\ud14c\uc774\uc158(rotation)&#39;<\/h2>\n<ul>\n<li><strong>\ube44\uc6a9 \uc804\uac00(cost pass-through)<\/strong>: \uc6d0\uc790\uc7ac\u00b7\ubd80\ud488\uac12\uc774 \uc624\ub97c \ub54c \uae30\uc5c5\uc774 \uadf8 \ubd80\ub2f4\uc744 <em>\uc81c\ud488 \uac00\uaca9 \uc778\uc0c1\uc73c\ub85c \uc18c\ube44\uc790\uc5d0\uac8c \ub5a0\ub118\uae30\ub294 \uac83<\/em>. \uc5b4\uc81c \uc560\ud50c\uc774 \ub9e5\ubd81\uc744 $100 \uc62c\ub9b0 \uac8c \uc804\ud615. \ud575\uc2ec\uc740 <em>\uc804\uac00\uac00 \ud56d\uc0c1 \uac00\ub2a5\ud55c \uac74 \uc544\ub2c8\ub77c\ub294 \uc810<\/em> \u2014 \uacbd\uc7c1\uc774 \uce58\uc5f4\ud558\uac70\ub098 \uc18c\ube44\uc790\uac00 \uac00\uaca9\uc5d0 \ubbfc\uac10\ud558\uba74, \uae30\uc5c5\uc740 \uac00\uaca9\uc744 \ubabb \uc62c\ub9ac\uace0 <em>\ub9c8\uc9c4\uc744 \uae4e\uc544<\/em> \ud761\uc218\ud574\uc57c \ud55c\ub2e4(\uc8fc\uac00 \uc545\uc7ac). \uc560\ud50c -6%\ub294 \uc2dc\uc7a5\uc774 &quot;\uac00\uaca9 \uc778\uc0c1 \u2192 \uc218\uc694 \uc704\ucd95 \ub610\ub294 \ub9c8\uc9c4 \ud6fc\uc190&quot;\uc744 \uac71\uc815\ud55c \uacb0\uacfc. <em>\ube44\uc720<\/em>: \uc2dd\ub2f9\uc774 \uc2dd\uc7ac\ub8cc\uac12 \uc624\ub97c \ub54c \uba54\ub274\uac12\uc744 \uc62c\ub9ac\uba74 \uc190\ub2d8\uc774 \uc904\uae4c \ubd10 \ubabb \uc62c\ub9ac\uace0 \uc0ac\uc7a5\uc774 \uc190\ud574 \ubcf4\ub294 \uac83\uacfc \uac19\ub2e4. <em>\uba54\ubaa8\ub9ac\uac12 \uc0c1\uc2b9\uc774 SK\ud558\uc774\ub2c9\uc2a4\uc5d4 \ub9e4\ucd9c, \uc560\ud50c\uc5d4 \uc6d0\uac00<\/em>\uc778 \uc774\uc720\uac00 \uc5ec\uae30 \uc788\ub2e4.<\/li>\n<li><strong>\uc139\ud130 \ub85c\ud14c\uc774\uc158(rotation)<\/strong>: \uc2dc\uc7a5 \uc804\uccb4 \uc790\uae08\uc774 <em>\ud55c \uc5c5\uc885\uc5d0\uc11c \ube60\uc838 \ub2e4\ub978 \uc5c5\uc885\uc73c\ub85c \uc62e\uaca8\uac00\ub294 \uac83<\/em>. \uc5b4\uc81c \ube45\ud14c\ud06c(\ub098\uc2a4\ub2e5)\uc5d0\uc11c \uc0b0\uc5c5\uc7ac\u00b7\uae08\uc735\u00b7\ud5ec\uc2a4\ucf00\uc5b4(\ub2e4\uc6b0)\ub85c \ub3c8\uc774 \uc774\ub3d9\ud574, <em>\ub098\uc2a4\ub2e5\uc740 \ub0b4\ub9ac\uace0 \ub2e4\uc6b0\ub294 \uc0ac\uc0c1 \ucd5c\uace0<\/em>\uac00 \ub3d9\uc2dc\uc5d0 \ub0ac\ub2e4. \uc9c0\uc218\uac00 \uc5c7\uac08\ub9b4 \ub54c &quot;\uc2dc\uc7a5\uc774 \uc88b\ub2e4\/\ub098\uc058\ub2e4&quot; \ud55c\ub9c8\ub514\ub85c \ubabb \uc790\ub974\ub294 \uc774\uc720 \u2014 <em>\uc5b4\ub5a4 \ub3c8\uc774 \uc5b4\ub514\ub85c \uac00\ub294\uc9c0<\/em>\ub97c \ubd10\uc57c \ud55c\ub2e4. \ud55c\uad6d\uc5d0 \ub300\uc785\ud558\uba74, \uba54\ubaa8\ub9ac \ud22c\ud1b1\ub9cc \uc624\ub974\uace0 \ub098\uba38\uc9c0\uac00 \ube60\uc9c0\uba74 <em>\uc9c0\uc218\ub294 \uc62c\ub77c\ub3c4 \ub0b4 \uc885\ubaa9\uc740 \uc548 \uc624\ub974\ub294<\/em> \uc3e0\ub9bc\uc7a5\uc774 \ub41c\ub2e4(\uccb4\ud06c\ud3ec\uc778\ud2b8 3).<\/li>\n<\/ul>\n<hr>\n<h2>\uc815\uc815 \uc0ac\ud56d<\/h2>\n<ul>\n<li>\uc5c6\uc74c. (\uc5b4\uc81c AM \ub9ac\ud3ec\ud2b8\ub294 \uac1c\uc7a5 <em>\uc804<\/em> \uc2dc\uc810\uc774\ub77c \ub098\uc2a4\ub2e5 \uc120\ubb3c +2.1% \uac2d\uc5c5\uc744 &#39;\ucd9c\ubc1c\uc810&#39;\uc73c\ub85c \uc81c\uc2dc\ud588\uace0, \ub3d9\uc2dc\uc5d0 \uacf5\ubd80\ub178\ud2b8\uc5d0\uc11c &#39;\uac2d\uc5c5 \ud398\uc774\ub4dc&#39; \uac00\ub2a5\uc131\uc744 \uba85\uc2dc\ud588\ub2e4. \uc2e4\uc81c \uc885\uac00\ub294 -0.46%\ub85c \ud398\uc774\ub4dc \u2014 <em>\uc608\uce21\uc774 \uc544\ub2c8\ub77c \uc2dc\ub098\ub9ac\uc624 \uacbd\uace0<\/em>\uc600\uc73c\ubbc0\ub85c \uc815\uc815 \ub300\uc0c1 \uc544\ub2d8. \ubcf8 \ub9ac\ud3ec\ud2b8 1\uc808\uc5d0\uc11c \uacb0\uacfc\ub97c \ubc18\uc601.)<\/li>\n<\/ul>\n<hr>\n<h2>Sources<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.thestreet.com\/stock-market-today\/stock-market-today-dow-jones-sp-500-nasdaq-updates-june-25-2026\">Stock Market Today (June 25, 2026): Mag7 falls after Apple, Microsoft announce price increases \u2014 TheStreet<\/a> \/ <a href=\"https:\/\/finance.yahoo.com\/markets\/live\/stock-market-today-dow-rises-sp-500-and-nasdaq-slip-as-micron-soars-apple-drags-big-tech-lower-232650645.html\">Dow rises, S&amp;P 500 and Nasdaq slip as Micron soars, Apple drags Big Tech lower \u2014 Yahoo Finance<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/06\/25\/apple-macbook-ipad-price-hike-memory.html\">Apple posts worst day in over a year after MacBook and iPad price hikes \u2014 CNBC<\/a> \/ <a href=\"https:\/\/www.cbsnews.com\/news\/apple-price-hikes-macbook-ipad-2026\/\">Apple and Microsoft are raising prices by hundreds of dollars as chip costs soar \u2014 CBS News<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/06\/24\/stock-market-today-live-updates.html\">Nasdaq falls for a fourth day as a drop in Apple overshadows Micron&#39;s booming earnings \u2014 CNBC<\/a><\/li>\n<li><a href=\"https:\/\/cryptobriefing.com\/us-treasury-yield-falls-7-week-low\/\">US 10-year Treasury yield falls to 4.38%, lowest in 7 weeks after soft inflation data \u2014 Crypto Briefing<\/a> \/ <a href=\"https:\/\/tradingeconomics.com\/united-states\/government-bond-yield\">US 10 Year Treasury Note Yield \u2014 Trading Economics<\/a><\/li>\n<li><a href=\"https:\/\/www.seoul.co.kr\/news\/economy\/finance\/2026\/06\/25\/20260625500174\">SK\ud558\uc774\ub2c9\uc2a4 \ub2e4\uc2dc \uc2dc\ucd1d 1\uc704\u2026\ucf54\uc2a4\ud53c 6% \uae09\ub4f1\ud574 &#39;9\ucc9c\ud53c&#39; \ud0c8\ud658 \u2014 \uc11c\uc6b8\uc2e0\ubb38<\/a> \/ <a href=\"https:\/\/www.fnnews.com\/news\/202606251545206242\">\ub9c8\uc774\ud06c\ub860\u767c \ud6c8\ud48d\uc5d0 \uc0bc\uc804\u00b7\ub2c9\uc2a4\ub3c4 \uae09\ub4f1\u2026&quot;\uba54\ubaa8\ub9ac \uacf5\uae09 \ubd80\uc871 \uc774\uc5b4\uc9c4\ub2e4&quot; \u2014 \ud30c\uc774\ub0b8\uc15c\ub274\uc2a4<\/a><\/li>\n<li><a href=\"https:\/\/www.sedaily.com\/article\/20060264\">\ub9c8\uc774\ud06c\ub860 \ud6c8\ud48d \ud0c0\uace0 \ubc18\ub3c4\uccb4 \ub2e4\uc2dc \uc9c8\uc8fc\u2026JP\ubaa8\uac74 &quot;1\ub9cc 2500 \uac04\ub2e4&quot; \u2014 \uc11c\uc6b8\uacbd\uc81c<\/a> \/ <a href=\"https:\/\/en.bloomingbit.io\/feed\/news\/115017\">Samsung, SK Hynix Resume Rally as Micron Beat Eases Peak-Cycle Fears \u2014 Bloomingbit<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/06\/08\/kospi-sk-hynix-samsung-electronics-why-foreign-investors-are-selling.html\">Kospi, SK Hynix, Samsung: Why foreign investors are selling \u2014 CNBC<\/a> \/ <a href=\"https:\/\/tradingeconomics.com\/south-korea\/currency\">USD\/KRW \u2014 Trading Economics<\/a><\/li>\n<\/ul>\n<hr>\n<p><em>\ubcf8 \ub9ac\ud3ec\ud2b8\ub294 \uc2dc\uc7a5 \ud750\ub984\u00b7\ub9e4\ud06c\ub85c \ubcc0\uc218 \ud574\uc11d\uc744 \uc704\ud55c \uac83\uc73c\ub85c, \uac1c\ubcc4 \uc885\ubaa9 \ub9e4\uc218\u00b7\ub9e4\ub3c4 \ucd94\ucc9c\uc774 \uc544\ub2d9\ub2c8\ub2e4.<\/em><\/p>\n<hr>\n<p><strong>\ud83d\udccc \uc9c0\ub09c \uc2dc\ud669\ub3c4 \ud568\uaed8 \ubcf4\uae30<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/wecansurvive.ca\/?cat=5\">\ubbf8\uad6d \uc7a5\uc804 \uc2dc\ud669 \ubaa8\uc544\ubcf4\uae30<\/a><\/li>\n<li><a href=\"https:\/\/wecansurvive.ca\/?cat=7\">\ud55c\uad6d \uc7a5\uc804 \uc2dc\ud669 \ubaa8\uc544\ubcf4\uae30<\/a><\/li>\n<\/ul>\n<hr>\n<p>\u203b \uc774 \uae00\uc740 \ud22c\uc790 \ud310\ub2e8\uc744 \ub3d5\uae30 \uc704\ud55c \uc2dc\uc7a5 \uad00\ucc30\u00b7\uc815\ub9ac\uc774\uba70, \ud2b9\uc815 \uc885\ubaa9\uc758 \ub9e4\uc218\u00b7\ub9e4\ub3c4 \ucd94\ucc9c\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc218\uce58\ub294 \uc791\uc131 \uc2dc\uc810 \uae30\uc900\uc774\uba70 \ucd9c\ucc98\uc5d0 \ub530\ub77c \ucc28\uc774\uac00 \uc788\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub3c4\uc6c0\uc774 \ub418\uc168\ub2e4\uba74 \uc544\ub798 \uad11\uace0 \ud55c \ubc88 \ub20c\ub7ec\uc8fc\uc2dc\uba74 \ube14\ub85c\uadf8 \uc6b4\uc601\uc5d0 \ud070 \ud798\uc774 \ub429\ub2c8\ub2e4. \ud83d\ude4f<\/p>\n<p><strong>I can survive. We can survive.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ub9c8\uc774\ud06c\ub860\uc740 \uc633\uc558\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \ubbf8\uad6d \uae30\uc220\uc8fc\ub294 \ub530\ub77c\uac00\uc9c0 \uc54a\uc558\uc2b5\ub2c8\ub2e4. \uc5b4\uc81c(6\/25) \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ub9c8\uc774\ud06c\ub860\uc740 +17% \ud3ed\ub4f1\ud558\uba70 &#39;AI \ubc84\ube14\ub860&#39;\uc744 \ub370\uc774\ud130\ub85c \ubd80\uc248\uc9c0\ub9cc, \uc815\uc791 \ub098\uc2a4\ub2e5\uc740 -0.46%\ub85c 4\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d(2\uc6d4 \uc774\ud6c4 \uccab 4\uc77c \uc5f0\uc18d \uc57d\uc138)\ud588\uc2b5\ub2c8\ub2e4. \uc560\ud50c\uc774 \ub9e5\ubd81\u00b7\uc544\uc774\ud328\ub4dc \uac00\uaca9 \uc778\uc0c1\uc744 \ubc1c\ud45c\ud558\uba70 -6%(\uc791\ub144 4\uc6d4 \uc774\ud6c4 \ucd5c\uc545), \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub3c4 \uc5d1\uc2a4\ubc15\uc2a4 \uc778\uc0c1\uc73c\ub85c -3.8%. \ubc18\ub300\ub85c \ube44\uae30\uc220\uc8fc\uac00 \ub2e4\uc6b0\ub97c \uc0ac\uc0c1 \ucd5c\uace0\ub85c \ub04c\uc5b4\uc62c\ub838\uc2b5\ub2c8\ub2e4. \uba54\ubaa8\ub9ac\uac12\uc774 \uc624\ub974\ub2c8 \uba54\ubaa8\ub9ac\ub97c \ud30c\ub294 \ud68c\uc0ac(\ub9c8\uc774\ud06c\ub860\u00b7\uc0cc\ub514\uc2a4\ud06c)\ub294 \uc6c3\uace0, \uba54\ubaa8\ub9ac\ub97c \uc0ac\ub294 \ud68c\uc0ac(\uc560\ud50c\u00b7MS)\ub294&#8230;<\/p>\n","protected":false},"author":1,"featured_media":152,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"categories":[7],"tags":[23,22,21,24,26,25,27,28],"class_list":["post-157","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-7","tag-23","tag-22","tag-21","tag-24","tag-26","tag-25","tag-27","tag-28"],"_links":{"self":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/157","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=157"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/157\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/152"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=157"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=157"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=157"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}