{"id":170,"date":"2026-06-28T23:23:58","date_gmt":"2026-06-28T23:23:58","guid":{"rendered":"https:\/\/wecansurvive.ca\/?p=170"},"modified":"2026-06-28T23:23:58","modified_gmt":"2026-06-28T23:23:58","slug":"2026-06-29%ec%9b%94-%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=170","title":{"rendered":"2026.06.29(\uc6d4) \ucf54\uc2a4\ud53c \uc2dc\ud669 \ucd1d\uc815\ub9ac \u2014 \uc624\ub298 \ud55c\uad6d \uc99d\uc2dc \uc804\ub9dd \ud55c\ub208\uc5d0"},"content":{"rendered":"<p>\uae08\uc694\uc77c \ubbf8\uad6d\uc774 \ub2f5\ud588\uc2b5\ub2c8\ub2e4. \uc9c0\ub09c \uae08\uc694\uc77c(6\/26) AM \ub9ac\ud3ec\ud2b8\uac00 \ub358\uc9c4 \uc9c8\ubb38\uc740 *&quot;\uce69 \ub9e4\ub3c4\uac00 \uc9c4\uc815\uc774\ub0d0 \ud655\uc0b0\uc774\ub0d0&quot;*\uc600\ub294\ub370 \u2014 \ubbf8\uad6d \ubcf8\uc7a5\uc758 \ub2f5\uc740 **&quot;\uce69\ub9cc \ube60\uc9c0\uace0, \uc2dc\uc7a5\uc740 \ubc84\ud17c\ub2e4&quot;**\uc600\uc2b5\ub2c8\ub2e4. \ubc18\ub3c4\uccb4(SOX)\ub294 \ub610 -4.8% \ubb34\ub108\uc84c\uc9c0\ub9cc, S&amp;P500\uc740 \ubcf4\ud569(-0.05%), \ub2e4\uc6b0\ub3c4 \ubcf4\ud569(-0.09%), \ubb34\uc5c7\ubcf4\ub2e4 <strong>\uacf5\ud3ec\uc9c0\uc218 VIX\uac00 \uc7a5\ucd08 20\uc120\uc5d0\uc11c 18.89\ub85c \ub418\ub0b4\ub824\uc549\uc73c\uba70<\/strong> \ud328\ub2c9\uc774 \uc544\ub2c8\ub77c\ub294 \uc2e0\ud638\ub97c \ub0c8\uc2b5\ub2c8\ub2e4. \uc989 \uc774\ubc88 \uc0ac\ud0dc\ub294 <em>\uac70\uc2dc \ubd95\uad34<\/em>\uac00 \uc544\ub2c8\ub77c <em>\ub108\ubb34 \ubd90\ubcd0\ub358 \uce69 \ud3ec\uc9c0\uc158\uc758 \uccad\uc0b0<\/em>\uc774\ub77c\ub294 \uc9c4\ub2e8\uc774 \ud55c \ubc88 \ub354 \ud655\uc778\ub41c \uc148\uc785\ub2c8\ub2e4. \uadf8 \uc0ac\uc774 \uc8fc\ub9d0\uc758 \uc0c8 \ubcc0\uc218\ub294 <strong>\uc624\ud508AI IPO \uc5f0\uae30\uc124<\/strong>(\uc18c\ud504\ud2b8\ubc45\ud06c -13%)\uacfc, \uc774\ubbf8 \uae54\ub824 \uc788\ub294 <strong>\ub048\uc801\ud55c \uc778\ud50c\ub808(5\uc6d4 PCE 4.1%)\u00b7\ub9e4\ud30c \uc5f0\uc900<\/strong>\uc785\ub2c8\ub2e4. &#39;\ub864\ub7ec\ucf54\uc2a4\ud53c&#39;\ub294 \uc8fc\ub9d0\uc744 \uac74\ub108 8,411\uc5d0\uc11c \uc6d4\uc694\uc77c\uc744 \ub9de\uc2b5\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub860\uc774 \uc99d\uba85\ud55c \uba54\ubaa8\ub9ac \uc288\ud37c\uc0ac\uc774\ud074(\ud380\ub354\uba58\ud138)\uacfc \uc544\uc9c1 \uc548 \ub05d\ub09c \ud3ec\uc9c0\uc158 \uccad\uc0b0(\uc218\uae09) \u2014 <strong>6\/29 \ucf54\uc2a4\ud53c\uac00 \uc774 \ub458\uc744 \ubd84\ub9ac\ud560 \uc218 \uc788\ub290\ub0d0<\/strong>\uac00 \uc774\ubc88 \uc8fc\uc758 \uccab \uad00\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc548\ub155\ud558\uc138\uc694, \uce94\uc11c\ubc29\uc785\ub2c8\ub2e4. 2026.06.29(\uc6d4) \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_1-5.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/06\/card_2-5.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/06\/card_3-5.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/06\/card_4-5.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/06\/card_5-5.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>\uae08\uc694\uc77c \ubbf8\uad6d, \uce69\ub9cc \ube60\uc9c0\uace0 \uc9c0\uc218\ub294 \ubc84\ud17c\ub2e4.<\/strong> S&amp;P500 <strong>7,354.02(-0.05%)<\/strong>, \ub2e4\uc6b0 <strong>51,876.11(-0.09%)<\/strong>, \ub098\uc2a4\ub2e5 <strong>25,297.62(-0.24%, 5\uc77c \uc5f0\uc18d \ud558\ub77d)<\/strong>. \uadf8\ub7ec\ub098 <strong>SOX(\ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4) -4.8%<\/strong> \u2014 <em>\ub300\ud615\uc8fc\ub294 \uba40\uca61\ud55c\ub370 \uce69\ub9cc \ubb34\ub108\uc9c0\ub294<\/em> \ub85c\ud14c\uc774\uc158\uc774 \uae08\uc694\uc77c\uc5d0\ub3c4 \uadf8\ub300\ub85c. <strong>[\uc0ac\uc2e4]<\/strong><\/li>\n<li><strong>\uc624\ub298\uc758 \ud575\uc2ec \u2014 VIX\uac00 \ub2f5\uc774\ub2e4.<\/strong> \uacf5\ud3ec\uc9c0\uc218\uac00 \uc7a5\ucd08 <strong>20.21<\/strong>\uae4c\uc9c0 \ud280\uc5c8\ub2e4\uac00 <strong>18.89\ub85c \uc9c4\uc815 \ub9c8\uac10<\/strong>. \uc2dc\uc7a5 \ud3ed(\ub2e4\uc6b0\u00b7\uae08\uc735\u00b7\ud5ec\uc2a4\ucf00\uc5b4)\uc740 \ubc84\ud17c\ub2e4. 6\/26 AM \ub9ac\ud3ec\ud2b8\uc758 \uc9c8\ubb38(<em>&quot;\uce69\ub9cc\uc774\ub0d0 \uc804\uba74\uc774\ub0d0&quot;<\/em>)\uc5d0 \ubbf8\uad6d\uc774 \ub2f5\ud588\ub2e4 \u2192 <strong>&quot;\uce69 \ud55c\uc815 \uccad\uc0b0, \uc804\uba74 \uc704\ud5d8\ud68c\ud53c \uc544\ub2d8.&quot;<\/strong> \ud380\ub354\uba58\ud138 \ubd95\uad34\uac00 \uc544\ub2c8\ub77c\ub294 \uac00\uc7a5 \uac15\ud55c \ub2e8\uc11c. <strong>[\uc0ac\uc2e4+\ud574\uc11d]<\/strong><\/li>\n<li><strong>\ud55c\uad6d \ubcc0\uc218 \u2014 \uc678\uad6d\uc778\uacfc \uc6d0\ud654\uac00 \uc5ec\uc804\ud788 \ub1cc\uad00.<\/strong> \ucf54\uc2a4\ud53c\ub294 6\/26 <strong>-5.81%(8,411.21)<\/strong>, \uc774\ubc88 \uc8fc\ub9cc \uc11c\ud0b7\ube0c\ub808\uc774\ucee4 \ub450 \ubc88. \uc8fc\uac04(6\/22~26) <strong>\uc678\uad6d\uc778 -16.64\uc870 \uc21c\ub9e4\ub3c4<\/strong>\ub97c <strong>\uac1c\uc778\uc774 +19.15\uc870\ub85c \ubc1b\uc544\ub0c4<\/strong>. \uc6d0\/\ub2ec\ub7ec 6\/26 \uc11c\uc6b8 <strong>1,541.8\uc6d0<\/strong>(<strong>17\ub144 \ub9cc\uc5d0 \ucc98\uc74c 1,540\uc6d0\ub300 \uc885\uac00<\/strong>\u00b7\uc7a5\uc911 1,549, \ub2f9\uad6d \uad6c\ub450\uac1c\uc785). <strong>[\uc0ac\uc2e4]<\/strong><\/li>\n<li><strong>\uac70\uc2dc \ubc30\uacbd \u2014 \ub048\uc801\ud55c \uc778\ud50c\ub808 + \ub9e4\ud30c \uc5f0\uc900 + \uc57d\uc720\uac00.<\/strong> 5\uc6d4 PCE <strong>4.1%<\/strong>(2023.4 \uc774\ud6c4 \ucd5c\uace0)\u00b7\uadfc\uc6d0 <strong>3.4%<\/strong>(2023.10 \uc774\ud6c4 \ucd5c\uace0). \uc2dc\uc7a5\uc740 \uc5f0\uc900 <strong>9\uc6d4 \uc778\uc0c1 \ud655\ub960 ~68%<\/strong> \ubc18\uc601(\uc778\ud558\ub294 \ud14c\uc774\ube14\uc5d0\uc11c \ube60\uc9d0). \uadf8\ub7f0\ub370 <strong>WTI\ub294 $68.86\ub85c 2\uc6d4 \uc774\ud6c4 \ucd5c\uc800<\/strong> \u2014 <em>\uc720\uac00\uac00 \ube60\uc9c0\ub294\ub370\ub3c4 \uc778\ud50c\ub808\uac00 \uc624\ub978\ub2e4<\/em> = \uadfc\uc6d0\u00b7\uc11c\ube44\uc2a4\uac00 \uc8fc\ubc94. <strong>[\uc0ac\uc2e4]<\/strong><\/li>\n<li><strong>\uc6d4\uc694\uc77c \ucf54\uc2a4\ud53c\uc758 \uc2dc\ud5d8.<\/strong> \ub9c8\uc774\ud06c\ub860($41.5B\u00b7HBM \uc644\ud310)\uc774 \uba54\ubaa8\ub9ac \uc288\ud37c\uc0ac\uc774\ud074\uc744 <em>\ub370\uc774\ud130\ub85c<\/em> \ud655\uc778\ud574\uc92c\ub2e4. \ubb34\ub108\uc9c4 \uac74 \ud3ec\uc9c0\uc158\uc774\uc9c0 \ud380\ub354\uba58\ud138\uc774 \uc544\ub2c8\ub2e4. <strong>6\/29 \uad00\uc804 \ud3ec\uc778\ud2b8 = \uc678\uad6d\uc778 \ub9e4\ub3c4\uac00 \uba48\ucd94\ub098, \uc6d0\ud654 1,540\uc120\uc774 \uc7a1\ud788\ub098, \uc0bc\uc131\u00b7\ud558\uc774\ub2c9\uc2a4\uac00 SOX(-4.8%)\ub97c \ub530\ub77c\uac00\ub098 \ub9c8\uc774\ud06c\ub860(\ud380\ub354\uba58\ud138)\uc744 \ub530\ub77c\uac00\ub098.<\/strong> <strong>[\uad00\uce21]<\/strong><\/li>\n<\/ol>\n<hr>\n<h2>1. \ubbf8\uad6d\u00b7\uc720\ub7fd\uc7a5 \ub9c8\uac10 \uc815\ub9ac (6\/26 ET \ub9c8\uac10) \u2014 \uce69\ub9cc \ube60\uc9c4 &#39;\uc808\ubc18\uc758 \ud558\ub77d&#39;<\/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>7,354.02<\/td>\n<td><strong>-0.05%<\/strong><\/td>\n<td>\uc0ac\uc2e4\uc0c1 \ubcf4\ud569<\/td>\n<\/tr>\n<tr>\n<td>\ub2e4\uc6b0<\/td>\n<td>51,876.11<\/td>\n<td><strong>-0.09%<\/strong><\/td>\n<td>\uc0ac\uc2e4\uc0c1 \ubcf4\ud569<\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5<\/td>\n<td>25,297.62<\/td>\n<td><strong>-0.24%<\/strong><\/td>\n<td><strong>5\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d<\/strong><\/td>\n<\/tr>\n<tr>\n<td>SOX(\ubc18\ub3c4\uccb4)<\/td>\n<td>\u2014<\/td>\n<td><strong>-4.8%<\/strong><\/td>\n<td>6\/23 -8% \u2192 6\/25 +5% \u2192 6\/26 -4.8% <em>\uc655\ubcf5<\/em><\/td>\n<\/tr>\n<tr>\n<td>VIX<\/td>\n<td>18.89<\/td>\n<td>\uc7a5\ucd08 20.21 \u2192 <strong>\uc9c4\uc815 \ub9c8\uac10<\/strong><\/td>\n<td>\ud328\ub2c9 \uc544\ub2d8<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li><strong>\ubc18\ub3c4\uccb4 \uc655\ubcf5(round-trip)<\/strong>: SOX\ub294 \ud55c \uc8fc \ub3d9\uc548 6\/23 -8% \u2192 6\/25(\ubaa9) +5% \u2192 6\/26(\uae08) -4.8%\ub85c <em>\uc81c\uc790\ub9ac\ub97c \uaca9\ub82c\ud558\uac8c \uc624\uac14\ub2e4<\/em>. \ub9c8\uc774\ud06c\ub860\uc758 \uc0ac\uc0c1 \ucd5c\uace0 \uc2e4\uc801(6\/24 \ubc1c\ud45c) \ub2e4\uc74c \ub0a0 +5% \ubc18\ub4f1\ud588\ub2e4\uac00, \uae08\uc694\uc77c\uc5d4 \uadf8 \ubc18\ub4f1\uc744 \ub300\ubd80\ubd84 \ubc18\ub0a9.<\/li>\n<li><strong>\ub85c\ud14c\uc774\uc158\uc758 \uc9c0\uc18d<\/strong>: \ub300\ud615\uc8fc(S&amp;P\u00b7\ub2e4\uc6b0)\ub294 \ubcf4\ud569\uc778\ub370 \ubc18\ub3c4\uccb4\ub9cc -4.8%. <em>\ub3c8\uc774 \ube60\uc838\ub098\uac00\ub294 \uacf3\uc740 \uce69\uc774\uc9c0 \uc2dc\uc7a5 \uc804\uccb4\uac00 \uc544\ub2c8\ub2e4.<\/em> \uae08\uc694\uc77c\uc740 <strong>\ub7ec\uc140 \uc9c0\uc218 \uc815\uae30\ubcc0\uacbd(reconstitution) \ub0a0<\/strong>\uc774\ub77c \uac70\ub798\ub7c9\uc774 \ud3c9\uc18c\ubcf4\ub2e4 \ucef8\uace0 \uc885\uac00 \ubcc0\ub3d9\uc131\ub3c4 \uc77c\ubd80 \uadf8 \uc601\ud5a5.<\/li>\n<li><strong>\ucc38\uace0(\uc8fc\ub9d0 \uc0c8 \ubcc0\uc218)<\/strong>: 6\/26 \uc544\uc2dc\uc544\u00b7\uc77c\ubcf8\uc7a5\uc5d0\uc11c <strong>\uc18c\ud504\ud2b8\ubc45\ud06c -13%<\/strong>(\uc624\ud508AI IPO\ub97c 2027\ub144\uc73c\ub85c \uc5f0\uae30\ud55c\ub2e4\ub294 \ubcf4\ub3c4), \ub2db\ucf00\uc774 <strong>69,360.88(-4.15%)<\/strong>, TOPIX 3,963.36(-1.32%). \ud0a4\uc625\uc2dc\uc544 -11.2%, \uc5b4\ub4dc\ubc34\ud14c\uc2a4\ud2b8 -9.6%, \ub3c4\ucfc4\uc77c\ub809\ud2b8\ub860 -3.2% \u2014 AI\u00b7\ubc18\ub3c4\uccb4 \ubc38\ub958\uccb4\uc778 \uc804\ubc18\uc758 \ucc28\uc775\uc2e4\ud604.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong><\/p>\n<ul>\n<li>\uae08\uc694\uc77c \ubbf8\uad6d \ubcf8\uc7a5\uc740 6\/26 AM \ub9ac\ud3ec\ud2b8 \uccb4\ud06c\ud3ec\uc778\ud2b8 #1\u00b7#3\uc5d0 \ub2f5\uc744 \uc92c\ub2e4. <em>&quot;\uce69 \ub9e4\ub3c4\uac00 \uc9c4\uc815\uc774\ub0d0 \ud655\uc0b0\uc774\ub0d0&quot;<\/em> \u2192 <strong>\ud655\uc0b0\uc740 \uc544\ub2c8\ub2e4.<\/strong> \uce69\uc740 \ub610 \ube60\uc84c\uc9c0\ub9cc \uc9c0\uc218\ub294 \ubc84\ud17c\uace0 VIX\ub294 \uc624\ud788\ub824 \ub0b4\ub838\ub2e4. **\uc774\uac74 \uac70\uc2dc \ucda9\uaca9\uc774 \uc544\ub2c8\ub77c &#39;\uc3e0\ub9b0 \ud2b8\ub808\uc774\ub4dc \uccad\uc0b0&#39;**\uc774\ub77c\ub294 AM \ub9ac\ud3ec\ud2b8\uc758 \uc9c4\ub2e8\uc774 \ud55c \ubc88 \ub354 \ub9de\uc558\ub2e4.<\/li>\n<li>\ub2e4\ub9cc <em>\uc644\uc804\ud55c \uc9c4\uc815\ub3c4 \uc544\ub2c8\ub2e4.<\/em> \ub098\uc2a4\ub2e5 5\uc77c \uc5f0\uc18d \ud558\ub77d + SOX -4.8%\ub294 \uce69 \ub9e4\ub3c4\uac00 \uc544\uc9c1 <em>\uba48\ucd94\uc9c0\ub294 \uc54a\uc558\ub2e4<\/em>\ub294 \ub73b. <strong>\uc9c4\uc815\uc758 \ubc29\ud5a5\uc774\ub418, \ub3c4\ucc29\uc740 \uc544\ub2c8\ub2e4.<\/strong><\/li>\n<\/ul>\n<hr>\n<h2>2. \uc624\ub298\uc758 \ud575\uc2ec \ud55c \uac00\uc9c0 \u2014 &#39;VIX\uac00 18.89\ub85c \ub0b4\ub838\ub2e4&#39;\uac00 \uc6d4\uc694\uc77c \ucf54\uc2a4\ud53c\uc5d0 \uc8fc\ub294 \uc758\ubbf8<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<p>\uc9c0\ub09c\uc8fc \ub0b4\ub0b4 \uc2dc\uc7a5\uc744 \uc6c0\uc9c1\uc778 \ub2e8 \ud558\ub098\uc758 \uc9c8\ubb38\uc740 *&quot;\uc774\uac8c \ud380\ub354\uba58\ud138 \ubd95\uad34\ub0d0, \ud3ec\uc9c0\uc158 \uccad\uc0b0\uc774\ub0d0&quot;*\uc600\ub2e4. \uae08\uc694\uc77c \ubbf8\uad6d\uc774 \uc900 \ub2f5:<\/p>\n<table>\n<thead>\n<tr>\n<th>\uc2e0\ud638<\/th>\n<th>\uac12<\/th>\n<th>\ud574\uc11d \ubc29\ud5a5<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>VIX<\/strong><\/td>\n<td>\uc7a5\ucd08 20.21 \u2192 <strong>18.89 \ub9c8\uac10<\/strong><\/td>\n<td>\uacf5\ud3ec <em>\uc9c4\uc815<\/em> \u2014 \ud328\ub2c9 \uc544\ub2d8<\/td>\n<\/tr>\n<tr>\n<td><strong>S&amp;P\u00b7\ub2e4\uc6b0<\/strong><\/td>\n<td>\ub458 \ub2e4 \ubcf4\ud569<\/td>\n<td>\uc2dc\uc7a5 \ud3ed <em>\uc720\uc9c0<\/em> \u2014 \uc804\uba74 \ub9e4\ub3c4 \uc544\ub2d8<\/td>\n<\/tr>\n<tr>\n<td><strong>SOX<\/strong><\/td>\n<td>-4.8%<\/td>\n<td>\uce69 \ub9e4\ub3c4\ub294 <em>\uc9c0\uc18d<\/em> \u2014 \uc9c4\uc815 \ubbf8\uc644<\/td>\n<\/tr>\n<tr>\n<td><strong>\ub9c8\uc774\ud06c\ub860 \ud380\ub354\uba58\ud138<\/strong><\/td>\n<td>\ub9e4\ucd9c $41.5B(+346%)\u00b7HBM \uc644\ud310<\/td>\n<td>\uc288\ud37c\uc0ac\uc774\ud074 <em>\uc9c4\uc9dc<\/em><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>[\ud574\uc11d]<\/strong><\/p>\n<ul>\n<li><strong>\uc65c \uc774\uac8c \ud575\uc2ec\uc778\uac00<\/strong> \u2014 \ud55c\uad6d \uc99d\uc2dc\ub294 \uc0bc\uc131\uc804\uc790+SK\ud558\uc774\ub2c9\uc2a4\uac00 \ucf54\uc2a4\ud53c \uc2dc\ucd1d\uc758 <strong>57.11%<\/strong>(6\/25 \uae30\uc900). \uc989 <em>\ud55c\uad6d\uc740 \uac70\ub300\ud55c \ubc18\ub3c4\uccb4 ETF<\/em>\uc5d0 \uac00\uae5d\ub2e4. \uadf8\ub798\uc11c \uae00\ub85c\ubc8c \uce69 \ub9e4\ub3c4\uac00 \uc9c4\uc815\ub418\ub290\ub0d0\uac00 \ucf54\uc2a4\ud53c \ubc29\ud5a5\uc744 \uadf8\ub300\ub85c \uc88c\uc6b0\ud55c\ub2e4. \uae08\uc694\uc77c \ubbf8\uad6d\uc774 *&quot;\uc804\uba74 \uc704\ud5d8\ud68c\ud53c\ub294 \uc544\ub2c8\ub2e4(VIX\u2193\u00b7\uc9c0\uc218 \ubcf4\ud569)&quot;*\ub97c \ubcf4\uc5ec\uc92c\ub2e4\ub294 \uac74, <strong>\uc6d4\uc694\uc77c \ucf54\uc2a4\ud53c\uac00 \ub2e4\uc2dc -5%\ub300 \ud328\ub2c9\uc73c\ub85c \uac08 \uac70\uc2dc\uc801 \uadfc\uac70\ub294 \uc57d\ud558\ub2e4<\/strong>\ub294 \ub73b\uc774\ub2e4.<\/li>\n<li><strong>\uadf8\ub7ec\ub098 &#39;\uc57d\ud558\ub2e4&#39;\uac00 &#39;\uc5c6\ub2e4&#39;\ub294 \uc544\ub2c8\ub2e4<\/strong> \u2014 SOX -4.8%\uac00 \ub0a8\uc544 \uc788\ub294 \ud55c, \uc0bc\uc131\u00b7\ud558\uc774\ub2c9\uc2a4\uc758 <em>\uc2dc\ucd08\uac00 \uac2d\ub2e4\uc6b4<\/em> \uac00\ub2a5\uc131\uc740 \uc5f4\ub824 \uc788\ub2e4. \ud575\uc2ec\uc740 <strong>\uac1c\uc7a5 \ud6c4 \ud750\ub984<\/strong>: \uac2d\ub2e4\uc6b4\uc73c\ub85c \ucd9c\ubc1c\ud574\ub3c4 <em>\ub099\ud3ed\uc744 \uc904\uc774\uba70 \uc678\uad6d\uc778 \ub9e4\ub3c4\uac00 \uc7a6\uc544\ub4dc\ub294\uc9c0<\/em>\uac00 \uc9c4\uc9dc \uc2e0\ud638.<\/li>\n<li><strong>\ub9c8\uc774\ud06c\ub860\uc774\ub77c\ub294 \ud380\ub354\uba58\ud138 \ubc14\ub2e5<\/strong> \u2014 CEO\uac00 *&quot;HBM \uace0\uac1d \uc218\uc694\uc758 \uc808\ubc18~3\ubd84\uc758 2\ubc16\uc5d0 \ubabb \ub9de\ucd98\ub2e4&quot;*\uace0 \ud588\ub2e4. \uc774\uac74 \uba54\ubaa8\ub9ac <em>\uacf5\uae09 \ubd80\uc871<\/em>\uc774 \uc5ec\uc804\ud558\ub2e4\ub294 1\ucc28 \ub370\uc774\ud130\ub2e4. \uc8fc\uac00\ub294 \ud3ec\uc9c0\uc158 \uccad\uc0b0\uc73c\ub85c \ud754\ub4e4\ub824\ub3c4, <em>\uba54\ubaa8\ub9ac \uc0ac\uc774\ud074 \uc790\uccb4<\/em>\ub294 \ub9c8\uc774\ud06c\ub860\uc774 \ub5a0\ubc1b\uce58\uace0 \uc788\ub2e4. <strong>\uc6d4\uc694\uc77c\uc758 \uc2dc\ud5d8 = \ucf54\uc2a4\ud53c\uac00 &#39;SOX\uc758 \uac00\uaca9(-4.8%)&#39;\uacfc &#39;\ub9c8\uc774\ud06c\ub860\uc758 \ud380\ub354\uba58\ud138($41.5B)&#39;\uc744 \ubd84\ub9ac\ud558\uae30 \uc2dc\uc791\ud558\ub290\ub0d0.<\/strong><\/li>\n<\/ul>\n<blockquote>\n<p>\ud575\uc2ec \ud55c \ubb38\uc7a5 \u2014 <em>\uae08\uc694\uc77c \ubbf8\uad6d\uc740 &quot;\uce69\ub9cc \uc544\ud504\uace0 \ubab8\ud1b5\uc740 \uba40\uca61\ud558\ub2e4&quot;\ub294 \uc9c4\ub2e8\uc11c\ub97c \ub04a\uc5b4\uc92c\ub2e4. \uc6d4\uc694\uc77c \ucf54\uc2a4\ud53c\uac00 \uc774 \uc9c4\ub2e8\uc11c\ub97c \ubbff\uace0 \ud380\ub354\uba58\ud138(\ub9c8\uc774\ud06c\ub860)\uc744 \ub530\ub77c\uac08\uc9c0, \uc544\ub2c8\uba74 \uc544\uc9c1 \ud1b5\uc99d(SOX\u00b7\uc678\uad6d\uc778 \ub9e4\ub3c4)\uc744 \ub354 \ud638\uc18c\ud560\uc9c0\uac00 \uc774\ubc88 \uc8fc \uccab \uad00\ubb38.<\/em><\/p>\n<\/blockquote>\n<hr>\n<h2>3. \ud55c\uad6d \ubcc0\uc218 \u2014 \uc678\uad6d\uc778\u00b7\uc6d0\ud654\u00b7\uc3e0\ub9bc, \uc138 \uac1c\uc758 \ub1cc\uad00 (6\/29 KST \uac1c\uc7a5 \uad00\uc810)<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<ul>\n<li><strong>\uc774\ubc88 \uc8fc \ucf54\uc2a4\ud53c \uada4\uc801<\/strong>: 6\/23 <strong>-9.99%<\/strong>(8,203) \u2192 6\/24 +3.26%(8,471) \u2192 6\/25 +5.42%(8,930) \u2192 6\/26 <strong>-5.81%(8,411.21)<\/strong>. <em>\ud3ed\ub77d\u2192\ubc18\ub4f1\u2192\uc7ac\ud3ed\ub77d<\/em>\uc73c\ub85c \ud55c \uc8fc \uc81c\uc790\ub9ac, \uc11c\ud0b7\ube0c\ub808\uc774\ucee4 \ub450 \ubc88(\uc62c\ud574 4\ubc88\uc9f8\u00b75\ubc88\uc9f8). \ucf54\uc2a4\ub2e5 6\/26 851.37(-4.10%).<\/li>\n<li><strong>\uc218\uae09(\uc8fc\uac04 6\/22~26)<\/strong>: <strong>\uc678\uad6d\uc778 -16.64\uc870\uc6d0<\/strong>(\uc57d 108\uc5b5 \ub2ec\ub7ec) \uc21c\ub9e4\ub3c4, <strong>\uac1c\uc778 +19.15\uc870\uc6d0<\/strong> \uc21c\ub9e4\uc218\ub85c \ud761\uc218. 6\/26 \ud558\ub8e8\ub9cc \ubcf4\uba74 \uc678\uad6d\uc778 -4.6\uc870\u00b7\uae30\uad00 -3.8\uc870\ub97c <strong>\uac1c\uc778\uc774 +8.2\uc870<\/strong>\ub85c \ubc1b\uc544\ub0c4.<\/li>\n<li><strong>\ud658\uc728<\/strong>: \uc6d0\/\ub2ec\ub7ec 6\/26 \uc11c\uc6b8 <strong>1,541.8\uc6d0<\/strong>(\uc7a5\uc911 1,549\uc6d0\uae4c\uc9c0, \uc678\ud658\ub2f9\uad6d \uad6c\ub450\uac1c\uc785) \u2014 <strong>17\ub144 \ub9cc\uc5d0 \ucc98\uc74c 1,540\uc6d0\ub300 \uc885\uac00<\/strong>. \uc8fc\ub9d0 \uc5ed\uc678 NDF\ub3c4 1,540\uc6d0\ub300.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong><\/p>\n<ul>\n<li><strong>\uc678\uad6d\uc778 \u2014 \uc5ec\uc804\ud788 &#39;\uba48\ucd94\ub294 \ub0a0&#39;\uc774 \ubc14\ub2e5 \uc2e0\ud638.<\/strong> \uc8fc\uac04 16.64\uc870 \uc21c\ub9e4\ub3c4\ub294 *\ub514\uadf8\ub85c\uc2f1(de-grossing, \uc704\ud5d8 \ub178\ucd9c \uc804\ubc18 \ucd95\uc18c)*\uc774 \uc544\uc9c1 \uc9c4\ud589\ud615\uc774\ub77c\ub294 \ub73b. \uac1c\uc778\uc774 19\uc870\ub97c \ubc1b\uc544\ub0c8\uc9c0\ub9cc, \uc5ed\uc0ac\uc801\uc73c\ub85c <em>\uc678\uad6d\uc778\u00b7\uae30\uad00\uc774 \ud314\uace0 \uac1c\uc778\uc774 \ubc1b\ub294 \uad6c\ub3c4<\/em>\ub294 \ub2e8\uae30 \ubc14\ub2e5\uc758 \ud655\uc815 \uc2e0\ud638\uac00 \uc544\ub2d0 \ub54c\uac00 \ub9ce\ub2e4. <strong>6\/29\uc758 \ub2e8 \ud558\ub098 \u2014 \uc678\uad6d\uc778 \uc21c\ub9e4\ub3c4 \uae08\uc561\uc774 \uc904\uc5b4\ub4dc\ub294\uac00.<\/strong><\/li>\n<li><strong>\uc6d0\ud654 \u2014 \uc678\uad6d\uc778 \uc218\uae09\uc758 \uc120\ud589 \uc9c0\ud45c.<\/strong> \uc774\ubbf8 1,540\uc120\uc744 \ub118\uc5b4\uc120 \ub9cc\ud07c, <em>1,550\uc774 \uad73\uc73c\uba74<\/em> \uc678\uad6d\uc778 \ud658\ucc28\uc190 \u2192 <em>\ub9e4\ub3c4\uac00 \ub9e4\ub3c4\ub97c \ubd80\ub974\ub294<\/em> \uc545\uc21c\ud658. \ubc18\ub300\ub85c <em>1,530\ub300\ub85c \ub2e4\uc2dc \ub0b4\ub824\uc624\uba74<\/em> \ub9e4\ub3c4 \uac15\ub3c4 \uc644\ud654 \uc2e0\ud638. \ub2f9\uad6d\uc774 6\/26 \uad6c\ub450\uac1c\uc785\uae4c\uc9c0 \ub3d9\uc6d0\ud55c \ub9cc\ud07c, <strong>\uc6d4\uc694\uc77c \uc6d0\ud654\uc758 \ubc29\ud5a5\uc774 \uc678\uad6d\uc778 \ub9e4\ub3c4\ubcf4\ub2e4 \uba3c\uc800 \uc6c0\uc9c1\uc77c \uac00\ub2a5\uc131<\/strong>\uc774 \ud06c\ub2e4.<\/li>\n<li><strong>\uc3e0\ub9bc \u2014 \uc591\ub0a0\uc758 \uce7c.<\/strong> \uc0bc\uc131+\ud558\uc774\ub2c9\uc2a4 57%\ub294 <em>\uc0c1\uc2b9\uc7a5\uc5d0\uc120 \uc5d4\uc9c4, \ud558\ub77d\uc7a5\uc5d0\uc120 \uc99d\ud3ed\uae30<\/em>. \ub9c8\uc774\ud06c\ub860 \uc2e4\uc801\uc774 \ub450 \uc885\ubaa9\uc758 <em>\ud380\ub354\uba58\ud138 \uadfc\uac70<\/em>\ub97c \ubcf4\uac15\ud588\uc73c\ubbc0\ub85c, \uae00\ub85c\ubc8c \uce69 \ub9e4\ub3c4\ub9cc \uc7a6\uc544\ub4e4\uba74 <em>\uc3e0\ub9bc\uc774 \uac70\uafb8\ub85c \ube60\ub978 \ubc18\ub4f1\uc758 \uc9c0\ub81b\ub300<\/em>\uac00 \ub420 \uc218\ub3c4 \uc788\ub2e4.<\/li>\n<\/ul>\n<hr>\n<h2>4. \uc815\ucc45\u00b7\uac70\uc2dc \ubc30\uacbd \u2014 \ub048\uc801\ud55c \uc778\ud50c\ub808\uac00 \ub9cc\ub4e0 \ub9e4\ud30c \uc5f0\uc900, \uadf8\ub7f0\ub370 \uc720\uac00\ub294 \ube60\uc9c4\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>5\uc6d4 PCE(\ud5e4\ub4dc\ub77c\uc778)<\/td>\n<td><strong>4.1%<\/strong> (6\/25 \ubc1c\ud45c)<\/td>\n<td>2023.4 \uc774\ud6c4 \ucd5c\uace0<\/td>\n<\/tr>\n<tr>\n<td>5\uc6d4 \uadfc\uc6d0 PCE<\/td>\n<td><strong>3.4%<\/strong><\/td>\n<td>2023.10 \uc774\ud6c4 \ucd5c\uace0<\/td>\n<\/tr>\n<tr>\n<td>\uc5f0\uc900 9\uc6d4 <em>\uc778\uc0c1<\/em> \ud655\ub960(\uc2dc\uc7a5)<\/td>\n<td>\uc57d <strong>68%<\/strong><\/td>\n<td>\uc778\ud558\ub294 \ud14c\uc774\ube14\uc5d0\uc11c \uc81c\uac70<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 10\ub144\ubb3c \uad6d\ucc44<\/td>\n<td><strong>~4.37%<\/strong> (6\/26)<\/td>\n<td>\uc704\ud5d8\ud68c\ud53c\ub85c \uc800\uc810\uad8c \uc720\uc9c0<\/td>\n<\/tr>\n<tr>\n<td>\ub2ec\ub7ec\uc9c0\uc218(DXY)<\/td>\n<td><strong>~101.5<\/strong><\/td>\n<td>\uac15\ub2ec\ub7ec<\/td>\n<\/tr>\n<tr>\n<td>USD\/KRW<\/td>\n<td><strong>1,541.8<\/strong>(\uc11c\uc6b8 \uc885\uac00, 17\ub144 \ub9cc 1,540\ub300)<\/td>\n<td>\uc6d0\ud654 \uc57d\uc138<\/td>\n<\/tr>\n<tr>\n<td>WTI<\/td>\n<td><strong>$68.86<\/strong> (-4.4%, 6\/26)<\/td>\n<td><strong>2\uc6d4 \uc774\ud6c4 \ucd5c\uc800<\/strong> (\ubbf8\u00b7\uc774\ub780 \uc644\ud654)<\/td>\n<\/tr>\n<tr>\n<td>\uae08<\/td>\n<td>~$4,000<\/td>\n<td>\ubcf4\ud569\uad8c<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>[\ud574\uc11d]<\/strong><\/p>\n<ul>\n<li><strong>\uc774\ubc88 \ubcc0\ub3d9\uc131\uc758 &#39;\uc5f0\ub8cc&#39;\ub294 \ub9e4\ud06c\ub85c\ub2e4.<\/strong> 5\uc6d4 PCE\uac00 \ud5e4\ub4dc\ub77c\uc778 4.1%\u00b7\uadfc\uc6d0 3.4%\ub85c \ub2e4\uc2dc \ud280\uc790 \uc5f0\uc900\uc740 <em>\uc62c\ud574 \uc778\ud558\ub97c \uc811\uace0 9\uc6d4 \uc778\uc0c1<\/em>\uae4c\uc9c0 \uc2dc\uc7a5\uc774 \uac00\uaca9\uc5d0 \ubc18\uc601(~68%). <strong>\uae08\ub9ac \uc778\ud558 \uae30\ub300\uac00 \uc0ac\ub77c\uc9c4 \uc2dc\uc7a5<\/strong>\uc740 \ubc38\ub958\uc5d0\uc774\uc158\uc774 \ub192\uc740 \uacf3(AI\u00b7\ubc18\ub3c4\uccb4\u00b7\uc131\uc7a5\uc8fc)\ubd80\ud130 \ub514\ub9ac\uc2a4\ud0b9\ud55c\ub2e4 \u2014 \uc774\uac8c \uce69 \uccad\uc0b0\uc758 \ubc30\uacbd\uc774\ub2e4.<\/li>\n<li><strong>\uc720\uac00 \uc5ed\uc124 \u2014 \uc778\ud50c\ub808\uc758 \ubcf8\uc9c8\uc744 \ubcf4\uc5ec\uc900\ub2e4.<\/strong> WTI\uac00 $68.86\ub85c 2\uc6d4 \uc774\ud6c4 \ucd5c\uc800(\ubbf8\u00b7\uc774\ub780 \ud3c9\ud654 \uc9c4\uc804\u00b7\ud638\ub974\ubb34\uc988 \ud1b5\ud56d \uc7ac\uac1c)\uc778\ub370\ub3c4 PCE\ub294 \uc624\ub978\ub2e4. \uc989 <em>\uc9c0\uae08 \uc778\ud50c\ub808\ub294 \uc5d0\ub108\uc9c0\uac00 \uc544\ub2c8\ub77c \uadfc\uc6d0\u00b7\uc11c\ube44\uc2a4\uac00 \uc8fc\ubc94<\/em> \u2192 <strong>\uc5f0\uc900\uc774 \ub354 \ub048\uc9c8\uae30\uac8c \ub9e4\ud30c\uc77c \uc218\ubc16\uc5d0 \uc5c6\ub294 \uad6c\uc870<\/strong>. (\uc720\uac00 \ud558\ub77d\uc740 \ud5a5\ud6c4 \ud5e4\ub4dc\ub77c\uc778\uc5d4 \ub3c4\uc6c0\uc774 \ub418\uc9c0\ub9cc \uadfc\uc6d0\uc5d4 \ub354\ub514\uac8c \ubc18\uc601.)<\/li>\n<li><strong>\uac15\ub2ec\ub7ec = \ud55c\uad6d \uc218\uae09\uc758 \uc5ed\ud48d.<\/strong> DXY 101.5\u00b7\uc6d0\ud654 1,540\ub300\ub294 \uc678\uad6d\uc778\uc774 \ud55c\uad6d \uc8fc\uc2dd\uc744 <em>\ub2ec\ub7ec\ub85c \ud658\uc0b0\ud560 \ub54c \ub35c \ub0a8\uac8c<\/em> \ub9cc\ub4e0\ub2e4. <em>\ub048\uc801\ud55c \uc778\ud50c\ub808 \u2192 \ub9e4\ud30c \uc5f0\uc900 \u2192 \uac15\ub2ec\ub7ec \u2192 \uc678\uad6d\uc778 \ud55c\uad6d \uc774\ud0c8<\/em>\uc774\ub77c\ub294 \uc0ac\uc2ac\uc774 \uc774\ubc88 \ubcc0\ub3d9\uc131\uc758 \ubc11\ubc14\ub2e5\uc5d0\uc11c \ucc9c\ucc9c\ud788 \uc791\ub3d9 \uc911.<\/li>\n<li><strong>\ucc38\uace0 \uc778\ubb3c 4\uc778 \uad50\ucc28 \uc810\uac80<\/strong>: \uacfd\uc0c1\uc900\u00b7\ubc15\uc2dc\ub3d9\u00b7\uc774\uad11\uc218\u00b7\uc774\uc120\uc5fd \ubaa8\ub450 <em>&quot;\ud55c\uad6d \uc7a5\uae30 \uc0c1\uc2b9 + \ubc18\ub3c4\uccb4 \uc911\uc2ec&quot;<\/em> \uc2dc\uac01. \uc774\ubc88 \uc8fc \ub9c8\uc774\ud06c\ub860 \uc2e4\uc801\uc740 \uadf8 <em>\uc7a5\uae30 \ub17c\ub9ac<\/em>\ub97c \uc678\ubd80\uc5d0\uc11c \ud655\uc778\ud574\uc92c\ub2e4. \ub2e4\ub9cc \uac19\uc740 \uc8fc\uc5d0 \uc11c\ud0b7\uc774 \ub450 \ubc88 \uac78\ub9b0 \uac74 <em>\uc7a5\uae30 \ubdf0\uac00 \ub2e8\uae30 \ud3ec\uc9c0\uc158 \uccad\uc0b0\uc744 \ub9c9\uc9c0 \ubabb\ud55c\ub2e4<\/em>\ub294 \uc99d\uac70\ub2e4 \u2014 <strong>\ubaa8\ub450\uac00 \uac19\uc740 \ubc29\ud5a5(\ubc18\ub3c4\uccb4)\uc744 \ubcf4\uba74 \ud3ec\uc9c0\uc158\uc774 \ubd90\ube44\uace0, \ubd90\ube48 \ud3ec\uc9c0\uc158\uc740 \ub354 \uaca9\ub82c\ud558\uac8c \ud480\ub9b0\ub2e4.<\/strong> \uacf5\ud1b5 \uc2dc\uac01\uc758 <em>\uc9d1\ub2e8 \ud3b8\ud5a5<\/em>\uc774 \ubcc0\ub3d9\uc131\uc744 \ud0a4\uc6b0\ub294 \uad6d\uba74\uc784\uc744 \ud568\uaed8 \uae30\uc5b5\ud560 \uac83.<\/li>\n<\/ul>\n<hr>\n<h2>5. \ud55c\uad6d\uc7a5 (6\/29 KST) \ud504\ub9ac\ubdf0 \u2014 \uccb4\ud06c\ud3ec\uc778\ud2b8<\/h2>\n<p><strong>[\uad00\uce21]<\/strong><\/p>\n<ol>\n<li><strong>\uc678\uad6d\uc778 \uc21c\ub9e4\ub3c4, \uc904\uc5b4\ub4dc\ub098<\/strong> \u2014 <em>\uc624\ub298\uc758 \uac00\uc7a5 \uc911\uc694\ud55c \ud55c \uac00\uc9c0.<\/em> \uc8fc\uac04 -16.64\uc870\uc758 \ud750\ub984\uc774 <em>\uc644\ud654\ub418\ub294 \uccab \ub0a0<\/em>\uc774 \uc9c4\uc9dc \ucd94\uc138 \uc804\ud658 \uc2e0\ud638. \uac1c\uc778\uc774 \ub610 \ud640\ub85c \ubc1b\uc544\ub0b4\ub294 \uad6c\ub3c4\uba74 <em>\ubc14\ub2e5 \ubbf8\ud655\uc815<\/em>, \uc678\uad6d\uc778 \ub9e4\ub3c4\uac00 \uc7a6\uc544\ub4e4\uba74 <em>\uccad\uc0b0 \ub9c9\ubc14\uc9c0<\/em> \uc2e0\ud638.<\/li>\n<li><strong>\uc6d0\ud654 1,540\uc120<\/strong> \u2014 \uc704\ub85c 1,550\uc774 \uad73\uc73c\uba74 <em>\ub9e4\ub3c4 \uc545\uc21c\ud658 \uacbd\uacc4<\/em>, 1,530\ub300\ub85c \ub0b4\ub824\uc624\uba74 <em>\uc678\uad6d\uc778 \uc774\ud0c8 \uc644\ud654<\/em>. \ud658\uc728\uc774 \uc678\uad6d\uc778 \uc218\uae09\ubcf4\ub2e4 <em>\uba3c\uc800<\/em> \ubc29\ud5a5\uc744 \uc54c\ub824\uc904 \uac00\ub2a5\uc131. \ub2f9\uad6d \ucd94\uac00 \uac1c\uc785 \uc5ec\ubd80\ub3c4 \uad00\uc804.<\/li>\n<li><strong>\uc0bc\uc131\u00b7SK\ud558\uc774\ub2c9\uc2a4 \u2014 SOX\ub0d0 \ub9c8\uc774\ud06c\ub860\uc774\ub0d0<\/strong> \u2014 \uc2dc\ucd08\uac00\uac00 SOX(-4.8%)\ub97c \ub530\ub77c \uac2d\ub2e4\uc6b4\uc73c\ub85c \uc5f4\ub824\ub3c4, <em>\uac1c\uc7a5 \ud6c4 \ub099\ud3ed\uc744 \uc904\uc774\uba70 \ub9c8\uc774\ud06c\ub860 \ud380\ub354\uba58\ud138($41.5B\u00b7HBM \uc644\ud310) \ucabd\uc73c\ub85c \uc218\ub834<\/em>\ud558\ub294\uc9c0\uac00 \uba54\ubaa8\ub9ac \ud2b8\ub808\uc774\ub4dc \ubc14\ub2e5 \uc2e0\ud638.<\/li>\n<li><strong>\ubcc0\ub3d9\uc131 \u2014 \ub610 \uc11c\ud0b7\uc774\ub0d0, \uc9c4\uc815\uc774\ub0d0<\/strong> \u2014 \ubbf8\uad6d VIX\uac00 18.89\ub85c \ub0b4\ub824\uc628 \ub9cc\ud07c <em>\uc804\uba74 \ud328\ub2c9 \uc7ac\uc5f0 \uadfc\uac70\ub294 \uc57d\ud558\ub2e4.<\/em> \ub2e4\ub9cc \uac1c\uc7a5 \uc9c1\ud6c4 \ubcc0\ub3d9\uc131\uc774 \ub2e4\uc2dc \ud280\uba74 \ub2e8\uae30 \uc2ec\ub9ac\uac00 \uc544\uc9c1 \ubd88\uc548\uc815\ud558\ub2e4\ub294 \ub73b. <em>\uac2d\uc73c\ub85c \uc2dc\uc791\ud574 \ubcc0\ub3d9\uc131\uc744 \uc904\uc774\uba70 \ub9c8\uac10<\/em>\ud558\uba74 \uc548\uc815\uc758 \uccab \uc2e0\ud638.<\/li>\n<\/ol>\n<hr>\n<h2>\uacf5\ubd80 \ub178\ud2b8 \u2014 &#39;\ud5e4\ub4dc\ub77c\uc778 \uc778\ud50c\ub808\uc774\uc158 vs \uadfc\uc6d0 \uc778\ud50c\ub808\uc774\uc158&#39; (\uc720\uac00\uac00 \ube60\uc9c0\ub294\ub370 \uc65c PCE\ub294 \uc624\ub97c\uae4c)<\/h2>\n<ul>\n<li><strong>\uac1c\ub150<\/strong> \u2014 <em>\ud5e4\ub4dc\ub77c\uc778(headline) \uc778\ud50c\ub808\uc774\uc158<\/em>\uc740 \ubaa8\ub4e0 \ud488\ubaa9\uc744 \ud3ec\ud568\ud55c \ubb3c\uac00 \uc0c1\uc2b9\ub960\uc774\ub2e4. <em>\uadfc\uc6d0(core) \uc778\ud50c\ub808\uc774\uc158<\/em>\uc740 \uac70\uae30\uc11c <strong>\uac00\uaca9\uc774 \ub4e4\ucb49\ub0a0\ucb49\ud55c \uc5d0\ub108\uc9c0\u00b7\uc2dd\ud488\uc744 \ube80<\/strong> \ubb3c\uac00\ub2e4. \uc5f0\uc900\uc774 \uc9c4\uc9dc \uc911\uc2dc\ud558\ub294 \uac74 <em>\uadfc\uc6d0<\/em>\uc778\ub370, \uc77c\uc2dc\uc801 \ub4f1\ub77d\uc5d0 \ud718\ub458\ub9ac\uc9c0 \uc54a\uace0 <em>\ubb3c\uac00\uc758 \ubc11\ubc14\ud0d5 \ucd94\uc138<\/em>\ub97c \ubcf4\uc5ec\uc8fc\uae30 \ub54c\ubb38\uc774\ub2e4. 5\uc6d4\uc5d0 \ud5e4\ub4dc\ub77c\uc778 PCE 4.1%, \uadfc\uc6d0 3.4% \u2014 \ub458 \ub2e4 \uc62c\ub790\ub2e4.<\/li>\n<li><strong>\ube44\uc720<\/strong> \u2014 \ubb3c\uac00\ub97c <em>\uac15\ubb3c<\/em>\uc5d0 \ube44\uc720\ud558\uba74, \ud5e4\ub4dc\ub77c\uc778\uc740 <em>\uc624\ub298 \ube44\uac00 \uc640\uc11c \ubd88\uc5b4\ub09c \uc218\uc704<\/em>(\uc5d0\ub108\uc9c0\u00b7\uc2dd\ud488 = \ub0a0\uc528)\uae4c\uc9c0 \ud569\uce5c \uac83\uc774\uace0, \uadfc\uc6d0\uc740 <em>\ube44\ub97c \ube7c\uace0 \ubcf8 \uac15 \uc790\uccb4\uc758 \ud3c9\uc18c \ud750\ub984<\/em>\uc774\ub2e4. \uac15 \ubc14\ub2e5(\uadfc\uc6d0)\uc774 \ub192\uc544\uc838 \uc788\uc73c\uba74, \uc624\ub298 \ube44\uac00 \uadf8\uccd0\ub3c4(\uc720\uac00 \ud558\ub77d) \uac15\uc740 \uc27d\uac8c \uc548 \ub9c8\ub978\ub2e4.<\/li>\n<li><strong>\uc2e4\uc81c \uc0ac\ub840 (\uc9c0\uae08)<\/strong> \u2014 WTI \uc720\uac00\uac00 $68.86\ub85c 2\uc6d4 \uc774\ud6c4 \ucd5c\uc800\ub85c \ube60\uc84c\ub294\ub370\ub3c4 \uadfc\uc6d0 PCE\ub294 2023\ub144 10\uc6d4 \uc774\ud6c4 \ucd5c\uace0\ub2e4. <em>\ube44(\uc5d0\ub108\uc9c0)\ub294 \uadf8\ucce4\ub294\ub370 \uac15 \ubc14\ub2e5(\uc11c\ube44\uc2a4\u00b7\uc784\ub300\ub8cc\u00b7\uc784\uae08)\uc774 \ub192\ub2e4<\/em>\ub294 \ub73b. \uadf8\ub798\uc11c \uc5f0\uc900\uc740 <em>\uc720\uac00\uac00 \ube60\uc84c\uc73c\ub2c8 \uace7 \ubb3c\uac00\uac00 \uc7a1\ud790 \uac83<\/em>\uc774\ub77c \uc548\uc2ec\ud558\uc9c0 \ubabb\ud558\uace0, \uc624\ud788\ub824 <em>\uc778\ud558\ub97c \uc811\uace0 \uc778\uc0c1\uae4c\uc9c0<\/em> \ub9cc\uc9c0\uc791\uac70\ub9b0\ub2e4. \uc9c4\uaddc\uac00 \uae30\uc5b5\ud560 \uac83 \u2014 <strong>\uc2dc\uc7a5\uc758 \uae08\ub9ac \uae30\ub300\ub97c \uc6c0\uc9c1\uc774\ub294 \uac74 \ud5e4\ub4dc\ub77c\uc778\uc774 \uc544\ub2c8\ub77c \uadfc\uc6d0\uc774\ub2e4. \ub2e4\uc74c PCE\u00b7CPI\ub97c \ubcfc \ub550 \ud56d\uc0c1 &#39;\uadfc\uc6d0&#39; \uc22b\uc790\ub97c \uba3c\uc800 \ubcf4\uc790.<\/strong><\/li>\n<\/ul>\n<hr>\n<h2>\uc815\uc815 \uc0ac\ud56d<\/h2>\n<ul>\n<li>\uc5c6\uc74c. (6\/26 AM \ub9ac\ud3ec\ud2b8\uac00 \ub358\uc9c4 \uccb4\ud06c\ud3ec\uc778\ud2b8 #1 <em>&quot;\uce69 \ub9e4\ub3c4, \uc9c4\uc815\uc774\ub0d0 \ud655\uc0b0\uc774\ub0d0&quot;<\/em> \uc640 #3 <em>&quot;\uce69\ub9cc\uc774\ub0d0 \uc804\uba74\uc774\ub0d0&quot;<\/em> \ub294 \uae08\uc694\uc77c \ubbf8\uad6d \ubcf8\uc7a5\uc5d0\uc11c **&quot;\uce69 \ud55c\uc815\u00b7\uc804\uba74 \uc544\ub2d8&quot;**\uc73c\ub85c \uadc0\uacb0 \u2014 1\u00b72\uc808\uc5d0 \uacb0\uacfc \ubc18\uc601. \uc815\uc815 \ub300\uc0c1 \uc544\ub2d8.)<\/li>\n<\/ul>\n<hr>\n<h2>Sources<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/06\/25\/stock-market-today-live-updates.html\">Nasdaq Composite posts fifth losing session Friday as chip stocks tumble \u2014 CNBC<\/a> \/ <a href=\"https:\/\/www.thestreet.com\/stock-market-today\/stock-market-today-dow-jones-sp-500-nasdaq-updates-june-26-2026\">Stock Market Today (June 26, 2026): Nasdaq, S&amp;P 500 tread water amid tech sell-off \u2014 TheStreet<\/a><\/li>\n<li><a href=\"https:\/\/www.techtimes.com\/articles\/319216\/20260628\/micron-revenue-quadruples-41b-chip-stocks-fell-story-not-data.htm\">Micron Revenue Quadruples to $41B: Chip Stocks Fell on a Story, Not the Data \u2014 TechTimes<\/a> \/ <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/0000723125\/000072312526000013\/a2026q3ex991-pressrelease.htm\">Micron 8-K FY2026 Q3 press release \u2014 SEC<\/a><\/li>\n<li><a href=\"https:\/\/www.koreaherald.com\/article\/10789600\">Kospi triggers circuit breaker after plunging more than 8% \u2014 Korea Herald<\/a> \/ <a href=\"https:\/\/www.upi.com\/Top_News\/World-News\/2026\/06\/25\/korea-KOSPI-Korea-Stock-Index-spike-five-percent-chip-rally-Micron-earnings\/3031782375686\/\">KOSPI spikes over 5 pct, briefly topping 9,000 on chip rally after Micron \u2014 UPI<\/a><\/li>\n<li><a href=\"https:\/\/www.thestandard.com.hk\/finance\/article\/335714\/Japans-Nikkei-ends-4-percent-lower-as-SoftBank-tanks-on-OpenAI-IPO-delay-report\">Japan&#39;s Nikkei ends 4% lower as SoftBank tanks on OpenAI IPO delay report \u2014 The Standard\/Reuters<\/a> \/ <a href=\"https:\/\/www.tradingkey.com\/analysis\/stocks\/us-stocks\/261994415-opanai-ipo-arm-softbank-masayoshison-tradingkey\">OpenAI IPO Delay Sends SoftBank Shares Plunging Over 12% \u2014 TradingKey<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/06\/25\/pce-inflation-report-may-2026-.html\">Core inflation rate hit 3.4% in May, highest since October 2023 \u2014 CNBC<\/a> \/ <a href=\"https:\/\/www.kiplinger.com\/investing\/economy\/this-weeks-economic-calendar\">What to Look Out for in Economic Data This Week (June 29-July 3) \u2014 Kiplinger<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/united-states\/government-bond-yield\">US 10-Year Treasury Yield \u2014 Trading Economics<\/a> \/ <a href=\"https:\/\/tradingeconomics.com\/commodity\/crude-oil\">Crude Oil WTI \u2014 Trading Economics<\/a> \/ <a href=\"https:\/\/tradingeconomics.com\/south-korea\/currency\">South Korean Won \u2014 Trading Economics<\/a> \/ <a href=\"https:\/\/www.cboe.com\/tradable_products\/vix\/vix_historical_data\">VIX \u2014 CBOE<\/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>\uae08\uc694\uc77c \ubbf8\uad6d\uc774 \ub2f5\ud588\uc2b5\ub2c8\ub2e4. \uc9c0\ub09c \uae08\uc694\uc77c(6\/26) AM \ub9ac\ud3ec\ud2b8\uac00 \ub358\uc9c4 \uc9c8\ubb38\uc740 *&quot;\uce69 \ub9e4\ub3c4\uac00 \uc9c4\uc815\uc774\ub0d0 \ud655\uc0b0\uc774\ub0d0&quot;*\uc600\ub294\ub370 \u2014 \ubbf8\uad6d \ubcf8\uc7a5\uc758 \ub2f5\uc740 **&quot;\uce69\ub9cc \ube60\uc9c0\uace0, \uc2dc\uc7a5\uc740 \ubc84\ud17c\ub2e4&quot;**\uc600\uc2b5\ub2c8\ub2e4. \ubc18\ub3c4\uccb4(SOX)\ub294 \ub610 -4.8% \ubb34\ub108\uc84c\uc9c0\ub9cc, S&amp;P500\uc740 \ubcf4\ud569(-0.05%), \ub2e4\uc6b0\ub3c4 \ubcf4\ud569(-0.09%), \ubb34\uc5c7\ubcf4\ub2e4 \uacf5\ud3ec\uc9c0\uc218 VIX\uac00 \uc7a5\ucd08 20\uc120\uc5d0\uc11c 18.89\ub85c \ub418\ub0b4\ub824\uc549\uc73c\uba70 \ud328\ub2c9\uc774 \uc544\ub2c8\ub77c\ub294 \uc2e0\ud638\ub97c \ub0c8\uc2b5\ub2c8\ub2e4. \uc989 \uc774\ubc88 \uc0ac\ud0dc\ub294 \uac70\uc2dc \ubd95\uad34\uac00 \uc544\ub2c8\ub77c \ub108\ubb34 \ubd90\ubcd0\ub358 \uce69 \ud3ec\uc9c0\uc158\uc758 \uccad\uc0b0\uc774\ub77c\ub294 \uc9c4\ub2e8\uc774 \ud55c \ubc88 \ub354&#8230;<\/p>\n","protected":false},"author":1,"featured_media":165,"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-170","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\/170","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=170"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/170\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/165"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=170"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=170"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=170"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}