{"id":176,"date":"2026-06-29T12:50:58","date_gmt":"2026-06-29T12:50:58","guid":{"rendered":"https:\/\/wecansurvive.ca\/?p=176"},"modified":"2026-06-29T12:50:58","modified_gmt":"2026-06-29T12:50:58","slug":"2026-06-29%ec%9b%94-%eb%af%b8%ea%b5%ad-%ec%a6%9d%ec%8b%9c-%ec%8b%9c%ed%99%a9-%ec%b4%9d%ec%a0%95%eb%a6%ac-%eb%82%98%ec%8a%a4%eb%8b%a5%c2%b7sp500-%ec%a0%84%eb%a7%9d-%ed%95%9c%eb%88%88","status":"publish","type":"post","link":"https:\/\/wecansurvive.ca\/?p=176","title":{"rendered":"2026.06.29(\uc6d4) \ubbf8\uad6d \uc99d\uc2dc \uc2dc\ud669 \ucd1d\uc815\ub9ac \u2014 \ub098\uc2a4\ub2e5\u00b7S&#038;P500 \uc804\ub9dd \ud55c\ub208\uc5d0"},"content":{"rendered":"<p>\uc9c0\ub09c\uc8fc \ubbf8\uad6d \uc99d\uc2dc\uc758 \uc9c4\uc9dc \uc774\uc57c\uae30\ub294 \uc9c0\uc218\uac00 \uc544\ub2c8\ub77c \uce69\uc774\uc5c8\uc2b5\ub2c8\ub2e4. S&amp;P500\uc740 7,354\ub85c \uc0ac\uc2e4\uc0c1 \ubcf4\ud569\uad8c\uc744 \uc9c0\ucf30\uc9c0\ub9cc \ub098\uc2a4\ub2e5\uc740 5\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d\ud588\uace0, \uadf8 \ud55c\ubcf5\ud310\uc5d4 OpenAI\uc758 IPO 2027\ub144 \uc5f0\uae30\uc124\uc774 \ubd88\ub7ec\uc628 AI\u00b7\ubc18\ub3c4\uccb4 \ucc28\uc775\uc2e4\ud604\uc774 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \uc624\ub298(6\/29) \ubbf8\uc7a5 \uc804\ub9dd\uc740 \ubd84\uc704\uae30\uac00 \ub2ec\ub77c\uc9d1\ub2c8\ub2e4 \u2014 \u7f8e\u00b7\uc774\ub780\uc774 \ud638\ub974\ubb34\uc988 \uad50\uc804 \ub4a4 &quot;\uc77c\ub2e8 \ud734\uc804 \uc720\uc9c0&quot;\uc5d0 \ud569\uc758\ud558\uba74\uc11c \ub098\uc2a4\ub2e5100 \uc120\ubb3c\uc774 1% \ub118\uac8c \ubc18\ub4f1\ud558\uace0 \uc720\uac00\ub294 $70\uc120\uc73c\ub85c \ub0b4\ub824\uc654\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc 7\/3 \ub3c5\ub9bd\uae30\ub150\uc77c \ud734\uc7a5\uc73c\ub85c \uac70\ub798\uc77c\uc774 4\uc77c\ubfd0\uc778 \ub2e8\ucd95\uc8fc\uac04\uc774\uace0, 6\uc6d4 \uace0\uc6a9\ubcf4\uace0\uc11c\uac00 \ud558\ub8e8 \uc55e\ub2f9\uaca8\uc9c4 \ubaa9\uc694\uc77c(7\/2)\uc5d0 \ub098\uc628\ub2e4\ub294 \uc810\uc774 \uc774\ubc88 \uc8fc \ucd5c\ub300 \ubcc0\uc218\uc785\ub2c8\ub2e4. \uc624\ub298 \ubbf8\uad6d \uc99d\uc2dc\uc5d0\uc11c \uaf2d \ubd10\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. 2026.06.29(\uc6d4) \ubbf8\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_1-6.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/06\/card_2-6.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/06\/card_3-6.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/06\/card_4-6.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/06\/card_5-6.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<p><strong>\uc791\uc131: 2026-06-29(\uc6d4) 05:36 PDT \u00b7 \ud55c\uad6d 6\/29 21:36 KST<\/strong><br \/>\n<strong>\ub2e4\uc74c \uac1c\uc7a5: \ubbf8\uad6d\uc7a5 6\/29(\uc6d4) 06:30 PDT \/ 09:30 ET \u2014 \ub2e8\ucd95\uc8fc\uac04(7\/3 \ud734\uc7a5)<\/strong><\/p>\n<hr>\n<h2>\u26a1 TL;DR<\/h2>\n<ol>\n<li><strong>\ubbf8 \uc120\ubb3c \uc0c1\uc2b9<\/strong> \u2014 \u7f8e\u00b7\uc774\ub780 &quot;\uc77c\ub2e8 \ud734\uc804 \uc720\uc9c0(stand down)&quot; + \ub3c4\ud558 \ud611\uc0c1(6\/30) \ud2b8\ub799 \uc720\uc9c0\uc5d0 \uc548\ub3c4. \uc720\uac00 \ucd94\uac00 \ud558\ub77d(WTI ~$70).<\/li>\n<li>\uadf8\ub7ec\ub098 \uc9c0\ub09c\uc8fc \uc9c4\uc9dc \uc774\uc57c\uae30\ub294 <strong>AI\u00b7\ubc18\ub3c4\uccb4 \ucc28\uc775\uc2e4\ud604<\/strong>. OpenAI IPO 2027 \uc5f0\uae30\uc124(NYT)\ub85c \ub098\uc2a4\ub2e5 <strong>5\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d<\/strong>, \uce69\uc5d0 \ub9e4\ub3c4 \uc9d1\uc911.<\/li>\n<li>\ud575\uc2ec \ud55c \uac00\uc9c0 \u2014 <strong>&quot;\uc9c0\uc218\ub294 \uba40\uca61\ud55c\ub370 \uce69\ub9cc \ube60\uc9c4\ub2e4.&quot;<\/strong> \ubc29\uc5b4\uc8fc\ub85c\uc758 <em>\ub85c\ud14c\uc774\uc158<\/em>\uc774\uc9c0 \uad11\ubc94\uc704 \uc704\ud5d8\ud68c\ud53c\uac00 \uc544\ub2c8\ub2e4. VIX 18.4\ub85c \uc624\ud788\ub824 \ud558\ub77d.<\/li>\n<li>\uc544\uc2dc\uc544\uac00 \uadf8 \uce69 \uc57d\uc138\ub97c \uadf8\ub300\ub85c \ubc1b\uc74c \u2014 <strong>KOSPI -1.57%, \ub2db\ucf00\uc774 -0.71%, \ud56d\uc14d -1.29%<\/strong> (6\/29 \ub9c8\uac10).<\/li>\n<li>\uc774\ubc88 \uc8fc\ub294 <strong>\ub2e8\ucd95\uc8fc\uac04 + \ubd84\uae30\ub9d0\u00b7\ubc18\uae30\ub9d0<\/strong>. \ubaa9\uc694\uc77c(7\/2) \uace0\uc6a9\ubcf4\uace0\uc11c\uac00 \ud558\ub8e8 \uc55e\ub2f9\uaca8\uc9d0 \u2192 <strong>D-3<\/strong>.<\/li>\n<\/ol>\n<hr>\n<h2>1. \ubbf8\uad6d\u00b7\uae00\ub85c\ubc8c \ub9c8\uac10 \uc815\ub9ac (6\/26 ET \ub9c8\uac10)<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong> \uae08\uc694\uc77c \ubbf8\uad6d\uc7a5 \u2014 \uc9c0\uc218\ub294 \ubcf4\ud569\uad8c, \uce69\ub9cc \uc57d\uc138(5\uc77c\uc9f8).<\/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;P 500<\/td>\n<td>7,354.02<\/td>\n<td><strong>-0.05%<\/strong><\/td>\n<td>\uc0ac\uc2e4\uc0c1 \ubcf4\ud569, \uae30\ub85d\uad8c \uc720\uc9c0<\/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>\ub2e4\uc6b0<\/td>\n<td>51,876.11<\/td>\n<td>-0.09%<\/td>\n<td>\ubcf4\ud569<\/td>\n<\/tr>\n<tr>\n<td>VIX<\/td>\n<td>18.41<\/td>\n<td>-2.54%<\/td>\n<td>\ubcc0\ub3d9\uc131 \uc624\ud788\ub824 \uc9c4\uc815<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>[\uad00\uce21]<\/strong> \uc9c0\uc218\ub294 \uac70\uc758 \uc548 \ube60\uc84c\ub294\ub370 \ubc18\ub3c4\uccb4\ub9cc \uc9d1\uc911 \ub9e4\ub3c4. \ud22c\uc790\uc790\uac00 \uae30\uc220\uc8fc\uc5d0\uc11c \ube60\uc838\ub098\uc640 <em>\ubc29\uc5b4 \uc139\ud130\ub85c \ud68c\uc804<\/em>. \ub9c8\uc774\ud06c\ub860\uc740 \ud638\uc2e4\uc801(\uc608\uc0c1 \uc0c1\ud68c)\uc5d0\ub3c4 \ud504\ub9ac\uc7a5 -5%, \uc18c\ud504\ud2b8\ubc45\ud06c\ub294 \uae08\uc694\uc77c -11%.<\/p>\n<p><strong>[\uc0ac\uc2e4]<\/strong> \uc544\uc2dc\uc544 \ub9c8\uac10(6\/29) \u2014 \uac19\uc740 \uce69 \uc57d\uc138 \uc5f0\uc7a5.<\/p>\n<table>\n<thead>\n<tr>\n<th>\uc9c0\uc218<\/th>\n<th>\uc885\uac00<\/th>\n<th>\ub4f1\ub77d<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ub2db\ucf00\uc774225<\/td>\n<td>68,869.43<\/td>\n<td>-0.71%<\/td>\n<\/tr>\n<tr>\n<td>KOSPI<\/td>\n<td>8,279.35<\/td>\n<td><strong>-1.57%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\ud56d\uc14d<\/td>\n<td>24,671.22<\/td>\n<td>-1.29%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<blockquote>\n<p>\ucc38\uace0: KOSPI\ub294 \uc62c\ud574 \uc57d <strong>+100% YTD<\/strong>(\uc138\uacc4 \ucd5c\uace0 \uc131\uacfc), \ub2db\ucf00\uc774\ub294 6\/22 \uc0ac\uc0c1\ucd5c\uace0 72,353.96 \uae30\ub85d \ud6c4 \uc870\uc815. \ub458 \ub2e4 \uace0\uc810 \ub300\ube44 -7~8%\ub300 \ub418\ub3cc\ub9bc. &quot;\uc138\uacc4 \ucd5c\uace0 \uc2dc\uc7a5\uc758 \ud2b9\uc9d5\uc774 \ub41c \ud070 \ubcc0\ub3d9\uc131&quot;(Bloomberg)\uc774 \uadf8\ub300\ub85c \uc791\ub3d9 \uc911.<\/p>\n<\/blockquote>\n<hr>\n<h2>2. \uc624\ub298\uc758 \ud575\uc2ec \ud55c \uac00\uc9c0 \u2014 &#39;AI \uac70\ub798 \ud53c\ub85c&#39; vs &#39;\uc9c0\uc815\ud559 \uc548\ub3c4&#39;\uc758 \uc904\ub2e4\ub9ac\uae30<\/h2>\n<p><strong>[\ud574\uc11d]<\/strong> \uc624\ub298 \uc544\uce68 \uc2dc\uc7a5\uc5d0\ub294 \ubc29\ud5a5\uc774 \ub2e4\ub978 \ub450 \ud798\uc774 \ub9de\ubb3c\ub824 \uc788\ub2e4.<\/p>\n<ul>\n<li><strong>\uc704\ub85c \ubbf8\ub294 \ud798 (\uc9c0\uc815\ud559 \uc548\ub3c4)<\/strong>: \u7f8e\u00b7\uc774\ub780\uc774 \ud638\ub974\ubb34\uc988 \uc778\uadfc \uad50\uc804 \ub4a4 &quot;\uc77c\ub2e8 \ud734\uc804 \uc720\uc9c0&quot;\uc5d0 \ud569\uc758. \uc120\ubc15 \uc790\uc720 \ud56d\ud589 \uc7ac\uac1c, 6\/30 \ub3c4\ud558 \uae30\uc220 \ud611\uc0c1 \uc608\uc815. \uc720\uac00\uac00 \ube60\uc9c0\uba70 \uc704\ud5d8\uc120\ud638\uac00 \uc0b4\uc544\ub098 \ubbf8 \uc120\ubb3c\u00b7\ud504\ub9ac\uc7a5\uc744 \ub04c\uc5b4\uc62c\ub9bc.<\/li>\n<li><strong>\uc544\ub798\ub85c \ub204\ub974\ub294 \ud798 (AI \uac70\ub798 \ud53c\ub85c)<\/strong>: NYT\uc758 <em>OpenAI IPO 2027 \uc5f0\uae30 \uac80\ud1a0<\/em> \ubcf4\ub3c4\uac00 \uc9c0\ub09c \ud55c \uc8fc \uce69 \uc139\ud130\ub97c \ud754\ub4e0 \ud575\uc2ec. \uc5d4\ube44\ub514\uc544\u00b7AMD\u00b7\ube0c\ub85c\ub4dc\ucef4\u00b7Arm\u00b7\ub9c8\uc774\ud06c\ub860\u00b7WDC \ub4f1 \uba54\ubaa8\ub9ac\u00b7AI \uc778\ud504\ub77c \uc804\ubc18\uc5d0 \ucc28\uc775\uc2e4\ud604. AI \ud22c\uc790 <em>\ube44\uc6a9 \ub300\ube44 \ud68c\uc218<\/em> \uc758\uad6c\uc2ec\uc774 \ud45c\uba74\ud654.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d \u2014 \uac00\uc7a5 \uc911\uc694]<\/strong> \uc9c0\uae08 \uc2dc\uc7a5\uc758 \uc131\uaca9\uc740 **&quot;\uad11\ubc94\uc704\ud55c \uae09\ub77d&quot;\uc774 \uc544\ub2c8\ub77c &quot;AI\uc5d0\uc11c \ubc29\uc5b4\uc8fc\ub85c\uc758 \ub85c\ud14c\uc774\uc158&quot;**\uc774\ub2e4. \uadfc\uac70 \u2014 \u2460 S&amp;P\u00b7\ub2e4\uc6b0\ub294 \ubcf4\ud569\u00b7\uae30\ub85d\uad8c, \u2461 VIX\ub294 18.4\ub85c \ud558\ub77d(\uacf5\ud3ec \uc5c6\uc74c), \u2462 \ube60\uc9c0\ub294 \uac74 \uce69\u00b7AI \uc778\ud504\ub77c\uc5d0 \uc9d1\uc911. \uc989 <em>\uc2dc\uc7a5\uc744 \ub5a0\ub098\ub294 \uac8c \uc544\ub2c8\ub77c AI \uc548\uc5d0\uc11c \ube44\uc911\uc744 \ub35c\uc5b4\ub0b4\ub294 \uad6d\uba74<\/em>. \uc774 \uc131\uaca9\uc774 \uc720\uc9c0\ub418\ub294 \ud55c \uc9c0\uc218 \ub808\ubca8\uc758 \ucda9\uaca9\uc740 \uc81c\ud55c\uc801\uc774\uc9c0\ub9cc, \uce69\u00b7\uba54\ubaa8\ub9ac \uc3e0\ub9bc\uc774 \ud070 \ud3ec\ud2b8\ud3f4\ub9ac\uc624(=\ud55c\uad6d\u00b7\ubc18\ub3c4\uccb4)\ub294 \ubcc0\ub3d9\uc131\uc744 \ub354 \ud06c\uac8c \uacaa\ub294\ub2e4.<\/p>\n<blockquote>\n<p><strong>\uc9c4\uaddc \ucc38\uace0 \u2014 4\uc778 \uacf5\ud1b5 \uc2dc\uac01\uc758 \uc2dc\ud5d8\ub300.<\/strong> \uacfd\uc0c1\uc900\u00b7\ubc15\uc2dc\ub3d9\u00b7\uc774\uad11\uc218\u00b7\uc774\uc120\uc5fd \ub124 \uc0ac\ub78c\uc758 \uacf5\ud1b5 \uc804\uc81c\ub294 &quot;\ud55c\uad6d \uc99d\uc2dc \uc7a5\uae30 \uc0c1\uc2b9 + \ubc18\ub3c4\uccb4 \uc911\uc2ec&quot;\uc774\ub2e4. \uc9c0\uae08\uc758 KOSPI\u00b7\uc0bc\uc131\u00b7SK\ud558\uc774\ub2c9\uc2a4 \uae09\ubcc0\ub3d9\uc774 \ubc14\ub85c \uadf8 \uc804\uc81c\ub97c \uc2dc\ud5d8\ud558\ub294 \uad6d\uba74. \uc911\uc7a5\uae30 \ub17c\ub9ac\ub294 \uc5ec\uc804\ud788 \uc720\ud6a8\ud560 \uc218 \uc788\uc73c\ub098, <em>\ud569\uc758\uac00 \ub450\ud130\uc6b8\uc218\ub85d \ub418\ub3cc\ub9bc\ub3c4 \uac00\ud314\ub77c\uc9c4\ub2e4<\/em>(\uc3e0\ub9bc\uc758 \uc591\uba74\uc131)\ub294 \uc810\uc744 \ud568\uaed8 \ubcf8\ub2e4. \ud55c\ucabd \uc758\uacac\uc744 \ubc1b\uc544\uc4f0\uc9c0 \uc54a\uace0, \ub9e4\ud06c\ub85c(\uc544\ub798 \u00a74)\uc640 \uad50\ucc28\ud574 \uade0\ud615\uc744 \uc7a1\uc744 \uac83.<\/p>\n<\/blockquote>\n<hr>\n<h2>3. \ub450 \ubc88\uc9f8 \ubcc0\uc218 \u2014 \ub2e8\ucd95\uc8fc\uac04 + \ubd84\uae30\ub9d0 + \uc55e\ub2f9\uaca8\uc9c4 \uace0\uc6a9<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong> \uc774\ubc88 \uc8fc\ub294 7\/3(\uae08) \ub3c5\ub9bd\uae30\ub150\uc77c\ub85c <strong>\ud734\uc7a5<\/strong>, \ub530\ub77c\uc11c \uac70\ub798\uc77c 4\uc77c\uc758 \ub2e8\ucd95\uc8fc\uac04. \uac8c\ub2e4\uac00 6\/30\uc740 <strong>\ubd84\uae30\ub9d0\u00b7\ubc18\uae30\ub9d0<\/strong> \u2192 \ub9ac\ubc38\ub7f0\uc2f1 \uc218\uae09\uc774 \uacb9\uce5c\ub2e4.<\/p>\n<p><strong>[\uc0ac\uc2e4]<\/strong> \uace0\uc6a9 \uad00\ub828 \uc9c0\ud45c\uac00 \uc0ac\ud758 \uc5f0\uc18d:<\/p>\n<ul>\n<li>6\/30(\ud654) JOLTS \uad6c\uc778<\/li>\n<li>7\/1(\uc218) ADP \ubbfc\uac04\uace0\uc6a9<\/li>\n<li><strong>7\/2(\ubaa9) 6\uc6d4 \uace0\uc6a9\ubcf4\uace0\uc11c(NFP)<\/strong> \u2014 \uae08\uc694\uc77c \ud734\uc7a5\uc73c\ub85c \ud558\ub8e8 \uc55e\ub2f9\uae40. \ucee8\uc13c\uc11c\uc2a4 <strong>+17.2\ub9cc<\/strong>.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong> \ub2e8\ucd95\uc8fc\uac04 + \ubd84\uae30\ub9d0\uc740 <strong>\uc720\ub3d9\uc131\uc774 \uc587\uc544 \ubcc0\ub3d9\uc131\uc774 \uc99d\ud3ed<\/strong>\ub418\uae30 \uc26c\uc6b4 \uc870\ud569. \uc587\uc740 \uc2dc\uc7a5\uc5d0 \ubaa9\uc694\uc77c \uace0\uc6a9 \uc11c\ud504\ub77c\uc774\uc988\uac00 \uacb9\uce58\uba74 \uac00\uaca9 \ubc18\uc751\uc774 \uacfc\uc7a5\ub420 \uc218 \uc788\ub2e4. \uae08\ub9ac\ub294 \uc774\ubbf8 7\uc8fc \ucd5c\uc800\uae4c\uc9c0 \ub0b4\ub824\uc640(\uc544\ub798) <em>\uace0\uc6a9 \ub454\ud654\ub97c \uc77c\ubd80 \uc120\ubc18\uc601<\/em>\ud55c \uc0c1\ud0dc \u2192 \uc22b\uc790\uac00 \uac15\ud558\uac8c \ub098\uc624\uba74 \uae08\ub9ac \ub418\ud290 \ub9ac\uc2a4\ud06c.<\/p>\n<hr>\n<h2>4. \uac70\uc2dc \ubc30\uacbd (\uae08\ub9ac\u00b7\ub2ec\ub7ec\u00b7\uc6d0\uc790\uc7ac\u00b7\uc9c0\uc815\ud559)<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<ul>\n<li><strong>\uae08\ub9ac<\/strong> \u2014 \u7f8e 10\ub144\ubb3c <strong>\uc57d 4.38%<\/strong> (6\/26, \uc8fc\uac04 -7bp, 7\uc8fc \ucd5c\uc800\uad8c). \ucc44\uad8c\uc740 &quot;\uace0\uc6a9 \ub454\ud654\u00b7\uc5f0\ub0b4 \uc778\ud558&quot; \ucabd\uc5d0 \ubb34\uac8c.<\/li>\n<li><strong>\ub2ec\ub7ec\u00b7\ud658\uc728<\/strong> \u2014 DXY <strong>101.3<\/strong>(6\/29). USD\/KRW <strong>1,534.55<\/strong>(6\/26, \uc6d0\ud654 \uc57d\uc138). <em>KOSPI\ub294 \ub450 \ubc30 \uc62c\ub790\ub294\ub370 \uc6d0\ud654\ub294 \uc57d\ud558\ub2e4<\/em> \u2014 \uc62c\ud574 \uc678\uad6d\uc778 \uc21c\ub9e4\ub3c4\u00b7\ud658\uc804 \uc601\ud5a5(6\/12 25\uac70\ub798\uc77c \ub9cc\uc5d0 \uc21c\ub9e4\uc218 \uc804\ud658\uc740 \ubd84\uc704\uae30 \ubc18\uc804 \uc2e0\ud638).<\/li>\n<li><strong>\uc6d0\uc790\uc7ac<\/strong> \u2014 WTI <strong>~$70<\/strong>, Brent <strong>$72.01<\/strong>(6\/29). \uc774\ub780 \uc644\ud654\ub85c \ucd94\uac00 \ud558\ub77d. \uae08 <strong>$4,063.17<\/strong>(+0.72%), \uc740 <strong>$59.04<\/strong>(+1.32%)(6\/26). \uae08\uc740 \uc62c\ud574 \uace0\uc810 $5,586\uc5d0\uc11c \ub418\ub3cc\ub824\uc9c4 \uc790\ub9ac.<\/li>\n<li><strong>\uc9c0\uc815\ud559<\/strong> \u2014 \u7f8e\u00b7\uc774\ub780 60\uc77c \ud734\uc804 MOU(6\/17 \uc11c\uba85) \ud2c0 \uc720\uc9c0, 6\/30 \ub3c4\ud558 \ud611\uc0c1. \ub2e8 CNN\uc740 &quot;\ucde8\uc57d\ud55c \ud734\uc804&quot;\uc73c\ub85c \ud45c\ud604 \u2014 \uc644\uc804 \ud574\uc18c \uc544\ub2d8.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong> \ub9e4\ud06c\ub85c \ubc30\uacbd\uc740 <em>\uc8fc\uc2dd\uc5d0 \uc6b0\ud638\uc801<\/em>\uc774\ub2e4 \u2014 \uae08\ub9ac \ud558\ub77d + \uc720\uac00 \ud558\ub77d + \ubcc0\ub3d9\uc131 \uc9c4\uc815. \uc9c0\uae08\uc758 \uce69 \uc57d\uc138\ub294 \ub9e4\ud06c\ub85c\ubc1c\uc774 \uc544\ub2c8\ub77c <strong>AI \ub0b4\ub7ec\ud2f0\ube0c(\ubc38\ub958\u00b7\uc790\uae08\uc870\ub2ec)\ubc1c<\/strong>\uc774\ub77c\ub294 \ub73b. \ub9e4\ud06c\ub85c\uac00 \ubc1b\uccd0\uc8fc\ub294 \ud55c, \uce69 \uc870\uc815\uc740 &quot;\uc0ac\uc774\ud074 \ubd95\uad34&quot;\ubcf4\ub2e4 &quot;\uacfc\uc5f4 \uc2dd\ud788\uae30&quot;\ub85c \ud574\uc11d\ud558\ub294 \ud3b8\uc774 \ud569\ub9ac\uc801. (\ub2e8, 7\/2 \uace0\uc6a9\uc774 \uc774 \uadf8\ub9bc\uc744 \ubc14\uafc0 \uc218 \uc788\ub294 \uc720\uc77c\ud55c \uc774\ubc88 \uc8fc \ubcc0\uc218.)<\/p>\n<hr>\n<h2>5. \ubbf8\uad6d\uc7a5 (6\/29 ET) \ud504\ub9ac\ubdf0 + \uccb4\ud06c\ud3ec\uc778\ud2b8<\/h2>\n<p><strong>[\uad00\uce21]<\/strong> \ud504\ub9ac\uc7a5 \uc8fc\uc694 \uc885\ubaa9 \u2014 \ucef4\uce90\uc2a4\ud2b8 <strong>+25%<\/strong>(2\uac1c \ud68c\uc0ac\ub85c \ubd84\ud560 \ubc1c\ud45c), \uc774\ub9ac\ub4d0 <strong>+22%<\/strong>(Rocket Lab\uc774 80\uc5b5$ \uc778\uc218), SpaceX <strong>+2.3%<\/strong>(7\/7 \ub098\uc2a4\ub2e5100 \ud3b8\uc785 \ud655\uc815), \ub9c8\uc774\ud06c\ub860 <strong>-5%<\/strong>(\uce69 \uc57d\uc138 \uc5f0\uc7a5).<\/p>\n<p><strong>\uc624\ub298 \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ubcfc 4\uac00\uc9c0 \uccb4\ud06c\ud3ec\uc778\ud2b8<\/strong><\/p>\n<ol>\n<li><strong>\uce69\u00b7AI\uc8fc \ubc18\ub4f1 \uc5ec\ubd80<\/strong> \u2014 \uc5d4\ube44\ub514\uc544\u00b7\ub9c8\uc774\ud06c\ub860\u00b7\ube0c\ub85c\ub4dc\ucef4\uc774 5\uc77c \ud558\ub77d\uc744 \uba48\ucd94\uace0 \uc800\uac00\ub9e4\uc218\uac00 \ub4e4\uc5b4\uc624\ub098, \uc544\ub2c8\uba74 \ub85c\ud14c\uc774\uc158 \uc9c0\uc18d\uc778\uac00. \uc624\ub298 \uc2dc\uc7a5 \ubc29\ud5a5\uc758 \ud575\uc2ec.<\/li>\n<li><strong>\uc774\ub780 + \uc720\uac00<\/strong> \u2014 6\/30 \ub3c4\ud558 \ud611\uc0c1\uc744 \uc55e\ub450\uace0 \ud734\uc804\uc774 \uc720\uc9c0\ub418\ub294\uc9c0. \uc720\uac00\uac00 $70 \uc544\ub798\ub85c \ub354 \ube60\uc9c0\uba74 \uc704\ud5d8\uc120\ud638\uc5d0 \ucd94\uac00 \uc5f0\ub8cc.<\/li>\n<li><strong>\uace0\uc6a9 D-3<\/strong> \u2014 \ubaa9\uc694\uc77c(7\/2) NFP\ub97c \ud5a5\ud574 \uae08\ub9ac(10Y 4.38%)\uc640 \ub2ec\ub7ec\uac00 \uc5b4\ub5bb\uac8c \uc6c0\uc9c1\uc774\ub294\uc9c0. \ucc44\uad8c\uc758 &#39;\ub454\ud654 \ubca0\ud305&#39;\uc774 \ub354 \uac15\ud574\uc9c0\ub098.<\/li>\n<li><strong>\ubd84\uae30\ub9d0\u00b7\ub2e8\ucd95\uc8fc\uac04 \uc218\uae09<\/strong> \u2014 6\/30 \ub9ac\ubc38\ub7f0\uc2f1 + \uc587\uc740 \uc720\ub3d9\uc131. \uc885\uac00 \ubb34\ub835 \ubcc0\ub3d9\uc131\u00b7\uc774\uc0c1 \ud750\ub984 \uc8fc\uc758.<\/li>\n<\/ol>\n<hr>\n<h2>\ud83d\udcd8 \uacf5\ubd80 \ub178\ud2b8 \u2014 \uc65c &#39;OpenAI IPO \uc5f0\uae30\uc124&#39;\uc774 \uc5d4\ube44\ub514\uc544\u00b7\ub9c8\uc774\ud06c\ub860\uc744 \ud754\ub4dc\ub098?<\/h2>\n<p><strong>\uac1c\ub150<\/strong> \u2014 OpenAI\ub294 \uc0c1\uc7a5\uc0ac\uac00 \uc544\ub2cc\ub370\ub3c4 \uadf8 IPO \uc77c\uc815\uc774 \uce69 \uc8fc\uac00\ub97c \uc6c0\uc9c1\uc778\ub2e4. \uc65c? AI \uc778\ud504\ub77c(GPU\u00b7\uba54\ubaa8\ub9ac) \uc218\uc694\uc758 <em>\ucd5c\uc885 \uc218\uc694\ucc98<\/em>\uc774\uc790 <em>\uc0c1\uc9d5<\/em>\uc774\uae30 \ub54c\ubb38\uc774\ub2e4.<\/p>\n<p><strong>\ube44\uc720<\/strong> \u2014 \uae08\uad11 \uc7a5\ube44\ub97c \ud30c\ub294 \ud68c\uc0ac(\uc5d4\ube44\ub514\uc544\u00b7\ub9c8\uc774\ud06c\ub860)\uc5d0\uac8c, \uac00\uc7a5 \ud070 \uae08\uad11(OpenAI)\uc774 &quot;\uc790\uae08\uc870\ub2ec\uc744 1\ub144 \ubbf8\ub8f0\uae4c \ud55c\ub2e4&quot;\uace0 \ub9d0\ud55c \uc148. \uc7a5\ube44 \ud68c\uc0ac \ub9e4\ucd9c\uc774 \ub2f9\uc7a5 \uc8fc\ub294 \uac74 \uc544\ub2c8\uc9c0\ub9cc, <em>\uae08\uc744 \uce90\ub294 \ucabd\uc758 \ub3c8\uc904\uacfc \uc790\uc2e0\uac10<\/em>\uc5d0 \ubb3c\uc74c\ud45c\uac00 \ubd99\uc73c\uba74 \uc7a5\ube44 \uc8fc\ubb38\uc758 \uc9c0\uc18d \uac00\ub2a5\uc131\ub3c4 \ud754\ub4e4\ub9b0\ub2e4.<\/p>\n<p><strong>\uc2e4\uc81c \uc0ac\ub840<\/strong> \u2014 \uc774\ubc88 \ubcf4\ub3c4\uc758 \ub17c\ub9ac \u2014 OpenAI\uac00 IPO\ub97c \ubbf8\ub8e8\ub294 \uc774\uc720\ub85c &#39;SpaceX\uc758 \uc0c1\uc7a5 \ud6c4 \ubd80\uc9c4 + AI \uc8fc\uc2dd \ubcc0\ub3d9\uc131&#39;\uc774 \uac70\ub860\ub410\ub2e4. \uc989 <em>AI \uc790\uae08\uc870\ub2ec \ud658\uacbd\uc774 \uc2dd\uace0 \uc788\ub2e4\ub294 \uc2e0\ud638<\/em>\ub85c \uc2dc\uc7a5\uc774 \uc77d\uc5c8\uace0, AI capex(\uc124\ube44\ud22c\uc790) \ud68c\uc218 \uae30\ub300\uc5d0 \ubbfc\uac10\ud55c \uba54\ubaa8\ub9ac\u00b7GPU\uac00 \uac00\uc7a5 \uba3c\uc800 \ubc18\uc751\ud55c \uac83. <strong>\ud3ec\uc778\ud2b8 \u2014 AI \uc0ac\uc774\ud074\uc758 \ub2e4\uc74c \uad6d\uba74\uc740 &#39;\uc5bc\ub9c8\ub098 \uc9d3\ub290\ub0d0(capex)&#39;\uc5d0\uc11c &#39;\uc5bc\ub9c8\ub098 \ud68c\uc218\ud558\ub290\ub0d0(ROI)&#39;\ub85c \uc9c8\ubb38\uc774 \uc62e\uaca8\uac00\ub294 \uc911\uc774\ub2e4.<\/strong><\/p>\n<hr>\n<h2>\uc815\uc815 \uc0ac\ud56d<\/h2>\n<ul>\n<li>\uc5c6\uc74c (\uc9c1\uc804 \ub9ac\ud3ec\ud2b8 \ub300\ube44)<\/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-26-2026\">TheStreet \u2014 Stock Market Today, June 26 2026<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/06\/25\/stock-market-today-live-updates.html\">CNBC \u2014 Nasdaq fifth losing session, chip stocks tumble (6\/25)<\/a><\/li>\n<li><a href=\"https:\/\/finance.yahoo.com\/markets\/stocks\/live\/stock-market-today-monday-june-29-224230573.html\">Yahoo Finance \u2014 Stock market today, Monday June 29 2026<\/a><\/li>\n<li><a href=\"https:\/\/www.thestreet.com\/stock-market-today\/stock-market-today-dow-jones-sp-500-nasdaq-updates-june-29-2026\">TheStreet \u2014 Nasdaq futures climb amid US-Iran peace hopes (6\/29)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/06\/26\/stock-market-next-week-outlook-for-june-29-july-3-2026.html\">CNBC \u2014 Stock market next week outlook, June 29\u2013July 3 2026<\/a><\/li>\n<li><a href=\"https:\/\/www.cnn.com\/2026\/06\/29\/world\/live-news\/iran-war-strikes-trump\">CNN \u2014 US and Iran will &#39;stand down for now&#39; (6\/29)<\/a><\/li>\n<li><a href=\"https:\/\/www.gurufocus.com\/news\/8934264\/nvidia-micron-amd-lead-chip-selloff-on-openai-ipo-delay-report-rattles-tech\">Gurufocus \u2014 Nvidia, Micron, AMD lead chip selloff on OpenAI IPO delay report<\/a><\/li>\n<li><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-06-23\/korean-stocks-fall-more-than-4-from-record-high-on-tech-selloff\">Bloomberg \u2014 Kospi slides from record high on tech selloff (6\/23)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/06\/03\/the-kospi-is-up-100percent-in-2026-goldman-sachs-still-see-more-upside.html\">CNBC \u2014 KOSPI up 100% in 2026, Goldman sees more upside<\/a><\/li>\n<li><a href=\"https:\/\/www.bbntimes.com\/financial\/nikkei-225-surges-to-record-high-72-354-powered-by-physical-ai-investment-and-weak-yen\">BBN Times \u2014 Nikkei 225 record high 72,354<\/a><\/li>\n<li><a href=\"https:\/\/fortune.com\/article\/current-price-of-gold-06-26-2026\/\">Fortune \u2014 Gold price June 26 2026<\/a><\/li>\n<li><a href=\"https:\/\/www.kiplinger.com\/investing\/economy\/this-weeks-economic-calendar\">Kiplinger \u2014 Economic calendar June 29\u2013July 3<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/united-states\/government-bond-yield\">Trading Economics \u2014 US 10-Year Treasury yield<\/a><\/li>\n<\/ul>\n<p><em>\ubcf8 \ub9ac\ud3ec\ud2b8\ub294 \ub9e4\ud06c\ub85c\u00b7\uc2dc\uc7a5 \ud750\ub984 \ud574\uc11d\uc6a9\uc774\uba70 \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>\uc9c0\ub09c\uc8fc \ubbf8\uad6d \uc99d\uc2dc\uc758 \uc9c4\uc9dc \uc774\uc57c\uae30\ub294 \uc9c0\uc218\uac00 \uc544\ub2c8\ub77c \uce69\uc774\uc5c8\uc2b5\ub2c8\ub2e4. S&amp;P500\uc740 7,354\ub85c \uc0ac\uc2e4\uc0c1 \ubcf4\ud569\uad8c\uc744 \uc9c0\ucf30\uc9c0\ub9cc \ub098\uc2a4\ub2e5\uc740 5\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d\ud588\uace0, \uadf8 \ud55c\ubcf5\ud310\uc5d4 OpenAI\uc758 IPO 2027\ub144 \uc5f0\uae30\uc124\uc774 \ubd88\ub7ec\uc628 AI\u00b7\ubc18\ub3c4\uccb4 \ucc28\uc775\uc2e4\ud604\uc774 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \uc624\ub298(6\/29) \ubbf8\uc7a5 \uc804\ub9dd\uc740 \ubd84\uc704\uae30\uac00 \ub2ec\ub77c\uc9d1\ub2c8\ub2e4 \u2014 \u7f8e\u00b7\uc774\ub780\uc774 \ud638\ub974\ubb34\uc988 \uad50\uc804 \ub4a4 &quot;\uc77c\ub2e8 \ud734\uc804 \uc720\uc9c0&quot;\uc5d0 \ud569\uc758\ud558\uba74\uc11c \ub098\uc2a4\ub2e5100 \uc120\ubb3c\uc774 1% \ub118\uac8c \ubc18\ub4f1\ud558\uace0 \uc720\uac00\ub294 $70\uc120\uc73c\ub85c \ub0b4\ub824\uc654\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc 7\/3 \ub3c5\ub9bd\uae30\ub150\uc77c \ud734\uc7a5\uc73c\ub85c \uac70\ub798\uc77c\uc774 4\uc77c\ubfd0\uc778&#8230;<\/p>\n","protected":false},"author":1,"featured_media":171,"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":[5],"tags":[19,18,17,20,23,22,21,24],"class_list":["post-176","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-5","tag-sp500","tag-18","tag-17","tag-20","tag-23","tag-22","tag-21","tag-24"],"_links":{"self":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/176","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=176"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/176\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/171"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=176"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=176"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=176"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}