{"id":271,"date":"2026-07-07T12:49:33","date_gmt":"2026-07-07T12:49:33","guid":{"rendered":"https:\/\/wecansurvive.ca\/?p=271"},"modified":"2026-07-07T12:49:33","modified_gmt":"2026-07-07T12:49:33","slug":"2026-07-07%ed%99%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=271","title":{"rendered":"2026.07.07(\ud654) \ubbf8\uad6d \uc99d\uc2dc \uc2dc\ud669 \ucd1d\uc815\ub9ac \u2014 \ub098\uc2a4\ub2e5\u00b7S&#038;P500 \uc804\ub9dd \ud55c\ub208\uc5d0"},"content":{"rendered":"<ol>\n<li><strong>AI \ud2b8\ub808\uc774\ub4dc\uac00 \ud558\ub8e8 \ub9cc\uc5d0 \ub4a4\uc9d1\ud614\ub2e4.<\/strong> \uc5b4\uc81c(7\/6) \ub098\uc2a4\ub2e5 +1.12%\u00b7\ub2e4\uc6b0 \uccab 5.3\ub9cc \ub3cc\ud30c\ub85c &quot;AI \ub099\uad00 \ubd80\ud65c&quot;\uc774\ub77c\ub358 \uc2dc\uc7a5\uc774, \uc624\ub298(7\/7) \uc0bc\uc131 \uc2e4\uc801\uc744 \uacc4\uae30\ub85c \ubc18\ub3c4\uccb4\uac00 \ub418\ud314\ub9bc. \ub098\uc2a4\ub2e5100 \uc120\ubb3c <strong>-1%<\/strong>.<\/li>\n<li><strong>\uc0bc\uc131 &quot;\uc5ed\ub300\uae09 \uc2e4\uc801 \u2192 \uc624\ud788\ub824 \uae09\ub77d&quot;<\/strong>\uc774 \ud575\uc2ec. 2\ubd84\uae30 \uc601\uc5c5\uc774\uc775 \uac00\uc774\ub358\uc2a4 19\ubc30 \ud3ed\uc99d(\uc57d 89\uc870\uc6d0)\uc5d0\ub3c4 \uc11c\uc6b8\uc5d0\uc11c <strong>-8.8%~\uc7a5\uc911 -10%<\/strong>. \uc804\ud615\uc801 <em>sell-the-fact(\uc7ac\ub8cc \uc18c\uba78 \ub9e4\ub3c4)<\/em>. SK\ud558\uc774\ub2c9\uc2a4 \ub3d9\ubc18 \uae09\ub77d, \ud504\ub9ac\uc7a5 \ub9c8\uc774\ud06c\ub860\u00b7\uc0cc\ub514\uc2a4\ud06c -5%\ub300.<\/li>\n<li><strong>\uae08\ub9ac\u00b7\uc720\uac00\uac00 \uc704\ub85c.<\/strong> \u7f8e 10Y \uc57d <strong>4.48~4.50%<\/strong>\ub85c 2\uc8fc \ucd5c\uace0 \u2014 \uc720\uac00 \ubc18\ub4f1\u767c \uc778\ud50c\ub808 \uacbd\uacc4. \ub2e4\ub9cc WTI\ub294 $69\uc120\uc73c\ub85c \uc5ec\uc804\ud788 \ub0ae\uc740 \ud3b8.<\/li>\n<li><strong>\uc624\ub298 \ubc24 \uc774\ubca4\ud2b8\ub294 \uc870\uc6a9, \ub0b4\uc77c\uc774 \uad00\uac74.<\/strong> 7\/8(\uc218) <strong>6\uc6d4 FOMC \uc758\uc0ac\ub85d<\/strong> \uacf5\uac1c \u2014 \uc6cc\uc2dc \uc2e0\uc784 \uc758\uc7a5 \uccb4\uc81c\uc758 \uae08\ub9ac \uc2a4\ud0e0\uc2a4 \ud78c\ud2b8. \uc624\ub298\uc740 \ub300\ud615 \uc9c0\ud45c \uacf5\ubc31.<\/li>\n<li><strong>\ud658\uc728\uc740 \uc624\ud788\ub824 \uc6d0\ud654 \uac15\uc138.<\/strong> USD\/KRW \uc57d <strong>1,522<\/strong> (\uc8fc\uac04 \ucd5c\uc800). \ubc18\ub3c4\uccb4 \uc8fc\uac00 \uc57d\uc138\uc640 \ud658\uc728 \uac15\uc138\uac00 \uc5c7\uac08\ub9bc \u2014 \uc218\uae09\u00b7\uc2ec\ub9ac \uc774\uc288\uc774\uc9c0 \uc6d0\ud654 \uc704\uae30\ub294 \uc544\ub2d8.<\/li>\n<\/ol>\n<blockquote>\n<p>\uc815\ubcf4 \ub4f1\uae09: <strong>\uc0ac\uc2e4<\/strong> = \ud655\uc778\ub41c \uc218\uce58 \u00b7 <strong>\uad00\uce21<\/strong> = \uc2dc\uc7a5\uc5d0 \uad00\ucc30\ub41c \ud750\ub984 \u00b7 <strong>\ud574\uc11d<\/strong> = \ub098\uc758 \uc2dc\ub098\ub9ac\uc624<\/p>\n<\/blockquote>\n<p>\uc548\ub155\ud558\uc138\uc694, \uce94\uc11c\ubc29\uc785\ub2c8\ub2e4. 2026.07.07(\ud654) \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\/07\/card_1-8.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_2-8.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_3-8.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_4-8.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_5-8.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>\uc791\uc131: 2026-07-07 05:36 PDT (\ud55c\uad6d 7\/7 21:36 KST) \u00b7 \ub300\uc0c1: 7\/7(\ud654) \ubbf8\uad6d\uc7a5<\/p>\n<hr>\n<h2>1. \uc544\uc2dc\uc544\u00b7\uc720\ub7fd \ub9c8\uac10 + \ubbf8\uad6d \ud504\ub9ac\uc7a5 (7\/7 \uae30\uc900)<\/h2>\n<h3>\uc0ac\uc2e4 \u2014 \uc544\uc2dc\uc544 \ub9c8\uac10 (7\/7 \uc885\uac00)<\/h3>\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>KOSPI<\/td>\n<td>8,051.33<\/td>\n<td><strong>-0.46%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\ub2db\ucf00\uc774225<\/td>\n<td>69,500<\/td>\n<td>-0.35%<\/td>\n<\/tr>\n<tr>\n<td>\ud56d\uc14d<\/td>\n<td>23,616.32<\/td>\n<td><strong>+1.14%<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\ubc18\ub3c4\uccb4 \uc3e0\ub9bc\uc774 \ud070 KOSPI\u00b7\ub2db\ucf00\uc774\ub294 \uc0bc\uc131\u767c \uce69 \ub9e4\ub3c4\uc5d0 \ub20c\ub9bc. \ubc18\uba74 \ud56d\uc14d\uc740 \ubc18\ub3c4\uccb4 \ube44\uc911\uc774 \ub0ae\uace0 \ubcc4\uac1c \ud750\ub984\uc73c\ub85c \uc0c1\uc2b9.<\/li>\n<\/ul>\n<h3>\uc0ac\uc2e4 \u2014 \uc5b4\uc81c \ubbf8\uad6d \ub9c8\uac10 (7\/6 \uc885\uac00, \uae30\ub85d \ub7a0\ub9ac)<\/h3>\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>\ub2e4\uc6b0<\/td>\n<td>53,055.91<\/td>\n<td>+0.29% (\uc0ac\uc0c1 \uccab 5.3\ub9cc \ub3cc\ud30c)<\/td>\n<\/tr>\n<tr>\n<td>S&amp;P500<\/td>\n<td>7,537.43<\/td>\n<td>+0.72%<\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5<\/td>\n<td>26,121.16<\/td>\n<td>+1.12%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>3\uc77c \uc5f0\ud734 \ud6c4 \uae30\uc220\u00b7\uae08\uc735\u00b7\uc0b0\uc5c5\uc7ac \uc8fc\ub3c4\ub85c &quot;AI \ub099\uad00 \ubd80\ud65c&quot; \ub7a0\ub9ac\uc600\ub2e4. <strong>\ub531 \ud558\ub8e8\uc9dc\ub9ac\uc600\ub2e4\ub294 \uac8c \uc624\ub298\uc758 \ubc18\uc804.<\/strong><\/li>\n<\/ul>\n<h3>\uc0ac\uc2e4 \u2014 \ubbf8\uad6d \ud504\ub9ac\uc7a5 (7\/7)<\/h3>\n<ul>\n<li>S&amp;P500 \uc120\ubb3c <strong>-0.2%<\/strong>, \ub098\uc2a4\ub2e5100 \uc120\ubb3c <strong>-1%<\/strong>.<\/li>\n<li>\ub9c8\uc774\ud06c\ub860\u00b7\uc0cc\ub514\uc2a4\ud06c \ub4f1 \uba54\ubaa8\ub9ac\uc8fc \ud504\ub9ac\uc7a5 <strong>-5%\ub300<\/strong> (\uc0bc\uc131 \uc2e4\uc801 \uc5ec\ud30c).<\/li>\n<\/ul>\n<hr>\n<h2>2. \ud83c\udfaf \uc624\ub298\uc758 \ud575\uc2ec \u2014 \uc0bc\uc131 &quot;19\ubc30 \uc2e4\uc801&quot;\uc5d0\ub3c4 \uae09\ub77d, sell-the-fact<\/h2>\n<h3>\uc0ac\uc2e4<\/h3>\n<ul>\n<li>\uc0bc\uc131\uc804\uc790 2\ubd84\uae30 \uc7a0\uc815\uc2e4\uc801: \uc601\uc5c5\uc774\uc775 <strong>\uc57d 89\uc870\uc6d0 \uaddc\ubaa8, \uc804\ub144 \ub300\ube44 19\ubc30(1,800%+) \ud3ed\uc99d<\/strong> \u2014 AI \uba54\ubaa8\ub9ac\u00b7HBM \uc218\uc694 \ud3ed\ubc1c\uc774 \uacac\uc778.<\/li>\n<li>\ub9e4\ucd9c\uc740 \uc57d 171\uc870\uc6d0\uc73c\ub85c <strong>\ucee8\uc13c \uc18c\ud3ed \ud558\ud68c<\/strong>.<\/li>\n<li>\uadf8\ub7fc\uc5d0\ub3c4 \uc11c\uc6b8 \uc8fc\uac00 <strong>-8.8%, \uc7a5\uc911 \ucd5c\ub300 -10%<\/strong>. SK\ud558\uc774\ub2c9\uc2a4 \ub3d9\ubc18 \uae09\ub77d.<\/li>\n<\/ul>\n<h3>\uad00\uce21<\/h3>\n<ul>\n<li>Q3 \uac00\uc774\ub358\uc2a4\uac00 \uc774\ubbf8 &quot;\uc18d\ub3c4 \ub454\ud654&quot;\ub97c \uc2dc\uc0ac: DRAM \uace0\uc815\uac00 +13<del>18%, NAND +10<\/del>15% \uc804\ub9dd. \uc5ec\uc804\ud788 \uac15\ud558\uc9c0\ub9cc <strong>Q2\uc758 \ud3ed\uc99d \ub300\ube44 \ud655\uc5f0\ud788 \ub0ae\uc740 \uae30\uc6b8\uae30<\/strong>.<\/li>\n<li>\uc8fc\uac00\ub294 \uba54\ubaa8\ub9ac \uc0ac\uc774\ud074 \ud68c\ubcf5\uacfc AI \uc218\uc694\ub97c <em>\uc774\ubbf8 \uc120\ubc18\uc601<\/em>\ud574 \ub454 \uc0c1\ud0dc\uc600\ub2e4.<\/li>\n<\/ul>\n<h3>\ud574\uc11d \u2014 &quot;\uc88b\uc740 \uc2e4\uc801&quot;\uacfc &quot;\uc88b\uc740 \uc8fc\uac00&quot;\ub294 \ub2e4\ub978 \ubb38\uc81c<\/h3>\n<p>\uc774\uac8c \uc624\ub298 \uc9c4\uaddc\uac00 \uaf2d \uc7a1\uc544\uc57c \ud560 \uac1c\ub150\uc774\ub2e4. \uc2e4\uc801\uc774 <strong>\uc5ed\ub300 \ucd5c\uace0<\/strong>\uc5ec\ub3c4, \uc2dc\uc7a5\uc774 \uadf8\uac78 <em>\uc774\ubbf8 \uae30\ub300\ud574\uc11c \uc0ac\ub454<\/em> \uc0c1\ud0dc\uba74 \ubc1c\ud45c \uc21c\uac04 \ud314 \uc774\uc720\uac00 \ub41c\ub2e4. \uc774\uac8c <strong>sell-the-fact<\/strong> \u2014 &quot;\uc18c\ubb38\uc5d0 \uc0ac\uc11c \ub274\uc2a4\uc5d0 \ud310\ub2e4&quot;\uc758 \ub4b7\ubd80\ubd84.<\/p>\n<ul>\n<li>\ud575\uc2ec\uc740 <em>\uc22b\uc790 \uc790\uccb4<\/em>\uac00 \uc544\ub2c8\ub77c <em>\uae30\ub300 \ub300\ube44<\/em>\uc640 <em>\ub2e4\uc74c \ubd84\uae30 \uae30\uc6b8\uae30<\/em>. 89\uc870\uc6d0\uc774\ub77c\ub294 \uc808\ub300 \uc218\uce58\ubcf4\ub2e4, &quot;Q3\ubd80\ud130 \uc0c1\uc2b9 \uc18d\ub3c4\uac00 \uaebe\uc778\ub2e4&quot;\ub294 \uc2e0\ud638\uac00 \uc8fc\uac00\uc5d4 \ub354 \ud06c\uac8c \uc791\ub3d9\ud588\ub2e4.<\/li>\n<li>\uc5b4\uc81c(7\/6) \ub098\uc2a4\ub2e5\uc774 &quot;AI \ub099\uad00 \ubd80\ud65c&quot;\ub85c \uc62c\ub790\ub2e4\uac00 \uc624\ub298 \ub418\ud314\ub9ac\ub294 \uac83\ub3c4 \uac19\uc740 \ub9e5\ub77d \u2014 AI \ud2b8\ub808\uc774\ub4dc\uac00 <strong>\uc7ac\ub8cc \ud558\ub098\uc5d0 \ud558\ub8e8 \ub2e8\uc704\ub85c \ucd9c\ub801\uc774\ub294 \uad6d\uba74<\/strong>\uc5d0 \ub4e4\uc5b4\uc130\ub2e4. \ubc29\ud5a5\uc131 \ubca0\ud305\ubcf4\ub2e4 \ubcc0\ub3d9\uc131 \uad00\ub9ac\uac00 \uc911\uc694\ud55c \uad6c\uac04.<\/li>\n<\/ul>\n<blockquote>\n<p>\u26a0\ufe0f \uc885\ubaa9 \ud310\ub2e8\uc740 \uccb4\ub9ac\uc758 \uc601\uc5ed. \uc5ec\uae30\uc120 &quot;\uc65c \uc88b\uc740 \uc2e4\uc801\uc5d0 \uc8fc\uac00\uac00 \ube60\uc9c0\ub098&quot;\ub77c\ub294 <em>\uc2dc\uc7a5 \uc6d0\ub9ac<\/em>\ub9cc \uc9da\ub294\ub2e4.<\/p>\n<\/blockquote>\n<hr>\n<h2>3. \ud83c\uddfa\ud83c\uddf8 \ubbf8\uad6d \ubcc0\uc218 \u2014 \uae08\ub9ac \uc704\ub85c, \uc774\ubca4\ud2b8\ub294 \ub0b4\uc77c<\/h2>\n<h3>\uc0ac\uc2e4<\/h3>\n<ul>\n<li>\u7f8e 10\ub144\ubb3c \uad6d\ucc44 <strong>\uc57d 4.48~4.50%<\/strong> \u2014 2\uc8fc \ucd5c\uace0. \uc720\uac00 \ubc18\ub4f1\u767c \uc778\ud50c\ub808 \uacbd\uacc4\uac00 \ubc30\uacbd.<\/li>\n<li>WTI <strong>\uc57d $69.5<\/strong> \u2014 \ud638\ub974\ubb34\uc988 \ud574\ud611 \ud1b5\ud589\ub7c9 \uc99d\uac00\u00b7OPEC+ \uc99d\uc0b0 \uad00\uce21\uc73c\ub85c \ub20c\ub9b0 \uc0c1\ud0dc.<\/li>\n<li>\uae08 \uc57d <strong>$4,140\/oz<\/strong> (-0.4%), \ub2ec\ub7ec \uac15\uc138\uc5d0 2\uc8fc \uace0\uc810\uc11c \ub418\ubc00\ub9bc.<\/li>\n<li>VIX \uc57d <strong>15.8~16.3<\/strong> \u2014 \uc9c0\uc218\ub294 \uc870\uc6a9, \ud45c\uba74 \uc544\ub798 \uc139\ud130 \ub85c\ud14c\uc774\uc158.<\/li>\n<\/ul>\n<h3>\ud574\uc11d<\/h3>\n<p>\uc624\ub298 \ubbf8\uad6d\uc7a5\uc740 <strong>\uc704\u2192\uae08\ub9ac, \uc544\ub798\u2192\ubc18\ub3c4\uccb4<\/strong>\uc758 \uc904\ub2e4\ub9ac\uae30\ub2e4. \uc9c0\uc218(VIX 16 \uc548\ud30e)\ub294 \ud3c9\uc628\ud574 \ubcf4\uc5ec\ub3c4, \uadf8 \ubc11\uc5d0\uc11c \uc790\uae08\uc774 AI\u00b7\ubc18\ub3c4\uccb4\uc5d0\uc11c \ube60\uc838 \ub2e4\ub978 \uc139\ud130\ub85c \ub3c4\ub294 <strong>\ub85c\ud14c\uc774\uc158 \uc7a5\uc138<\/strong>. \uc9c0\uc218\ub9cc \ubcf4\uba74 \ub193\uce58\ub294 \uc6c0\uc9c1\uc784\uc774\ub2e4. \ub098\uc2a4\ub2e5100 \uc120\ubb3c -1% vs S&amp;P \uc120\ubb3c -0.2%\uc758 \uac04\uadf9\uc774 \uadf8 \ub85c\ud14c\uc774\uc158\uc758 \ud06c\uae30.<\/p>\n<hr>\n<h2>4. \ud83c\udf10 \uac70\uc2dc \ubc30\uacbd \u2014 \uae08\ub9ac\u00b7\uc720\uac00\u00b7\uc5f0\uc900<\/h2>\n<ul>\n<li><strong>\uae08\ub9ac<\/strong>: 10Y\uac00 2\uc8fc \ucd5c\uace0\ub85c \ubc18\ub4f1. &quot;\uc778\ud50c\ub808\uac00 \ub2e4\uc2dc \ub370\uc6cc\uc9c0\ub098&quot;\ub77c\ub294 \uacbd\uacc4. \uc720\uac00\uac00 \ud575\uc2ec \ud2b8\ub9ac\uac70.<\/li>\n<li><strong>\uc720\uac00<\/strong>: WTI $69\uc120. OPEC+ \uc99d\uc0b0\u00b7\ud638\ub974\ubb34\uc988 \ud1b5\ud589 \uc815\uc0c1\ud654\ub85c \uacf5\uae09 \uc6b0\uc704 \u2192 \uc720\uac00 \uc790\uccb4\ub294 \ub0ae\uc9c0\ub9cc, <em>\ubc18\ub4f1\uc758 \ubc29\ud5a5\uc131<\/em>\uc774 \uae08\ub9ac\u00b7\uc778\ud50c\ub808 \uc2ec\ub9ac\ub97c \uc790\uadf9.<\/li>\n<li><strong>\uc5f0\uc900<\/strong>: 6\uc6d4 \ud68c\uc758\uc5d0\uc11c <strong>\uc6cc\uc2dc \uc2e0\uc784 \uc758\uc7a5<\/strong> \uccb4\uc81c\ub294 \uc5d0\ub108\uc9c0\u767c \ubb3c\uac00 \uc0c1\uc2b9\uc5d0 \ub300\uc751\ud574 <strong>\uae08\ub9ac \ub3d9\uacb0<\/strong>\ub85c \ub300\uc751\ud588\ub2e4(\uad00\uce21). \ub0b4\uc77c \uc758\uc0ac\ub85d\uc5d0\uc11c \ud5a5\ud6c4 \uc2a4\ud0e0\uc2a4 \ud78c\ud2b8\ub97c \ucc3e\ub294 \uac8c \uc774\ubc88 \uc8fc \ucd5c\ub300 \uad00\uc804 \ud3ec\uc778\ud2b8.<\/li>\n<\/ul>\n<hr>\n<h2>5. \u2705 \ubbf8\uad6d\uc7a5 \uac1c\uc7a5 \uc2dc \uccb4\ud06c\ud3ec\uc778\ud2b8 (7\/7 ET)<\/h2>\n<ol>\n<li><strong>\ubc18\ub3c4\uccb4 \ub418\ud314\ub9bc\uc758 \uae4a\uc774<\/strong> \u2014 \ub9c8\uc774\ud06c\ub860\u00b7\uc5d4\ube44\ub514\uc544 \ub4f1 \uac1c\uc7a5 \ud6c4 \ub099\ud3ed\uc774 \ud504\ub9ac\uc7a5(-5%\ub300)\ubcf4\ub2e4 \ucee4\uc9c0\ub294\uc9c0, \uc544\ub2c8\uba74 \uc800\uac00 \ub9e4\uc218\uac00 \ub4e4\uc5b4\uc624\ub294\uc9c0. AI \ud2b8\ub808\uc774\ub4dc \uccb4\ub825 \ud14c\uc2a4\ud2b8.<\/li>\n<li><strong>\ub85c\ud14c\uc774\uc158\uc758 \uc218\ud61c\ucc98<\/strong> \u2014 \ubc18\ub3c4\uccb4\uc5d0\uc11c \ube60\uc9c4 \ub3c8\uc774 \uae08\uc735\u00b7\uc0b0\uc5c5\uc7ac\u00b7\ud5ec\uc2a4\ucf00\uc5b4 \ub4f1 \uc5b4\ub514\ub85c \uac00\ub294\uc9c0. \uc9c0\uc218\uac00 \ubc84\ud2f0\uba74 &quot;\ub85c\ud14c\uc774\uc158&quot;, \uac19\uc774 \ube60\uc9c0\uba74 &quot;\ub9ac\uc2a4\ud06c\uc624\ud504&quot;.<\/li>\n<li><strong>10Y 4.50% \ub3cc\ud30c \uc5ec\ubd80<\/strong> \u2014 \uae08\ub9ac\uac00 \ub354 \uc624\ub974\uba74 \uc131\uc7a5\u00b7\uae30\uc220\uc8fc\uc5d0 \ucd94\uac00 \uc555\ubc15. \uc720\uac00 \ubc29\ud5a5\uacfc \ud568\uaed8 \ubcfc \uac83.<\/li>\n<li><strong>\ub0b4\uc77c FOMC \uc758\uc0ac\ub85d \ub300\ube44 \ud3ec\uc9c0\uc154\ub2dd<\/strong> \u2014 \uc624\ub298 \uc9c0\ud45c \uacf5\ubc31 \uc18d, \uc2dc\uc7a5\uc774 \uc758\uc0ac\ub85d\uc744 \uc55e\ub450\uace0 \ubc29\uc5b4\uc801\uc73c\ub85c \uc6c0\uc9c1\uc774\ub294\uc9c0.<\/li>\n<\/ol>\n<hr>\n<h2>\ud83d\udcc5 \uc774\ubca4\ud2b8 \uce98\ub9b0\ub354 (D-N)<\/h2>\n<ul>\n<li><strong>D-1 (7\/8 \uc218)<\/strong>: 6\uc6d4 FOMC \uc758\uc0ac\ub85d \u2014 \uc6cc\uc2dc \uccb4\uc81c \uae08\ub9ac \uc2a4\ud0e0\uc2a4 \ud78c\ud2b8<\/li>\n<li><strong>D+ (\uc774\ubc88 \uc8fc)<\/strong>: 6\uc6d4 CPI\u00b7\uace0\uc6a9 \uad00\ub828 \uc9c0\ud45c (\uc77c\uc815 \ud655\uc815\ubd84 \ud655\uc778 \ud544\uc694)<\/li>\n<\/ul>\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>\uc544\uc2dc\uc544 \ub9c8\uac10\u00b7\uc0bc\uc131 \uc5ec\ud30c: <a href=\"https:\/\/www.euronews.com\/business\/2026\/07\/02\/asian-stocks-slide-on-chip-sell-off-as-markets-await-us-jobs-data\">Euronews \u2014 Asian stocks slide on chip sell-off<\/a>, <a href=\"https:\/\/www.cnbc.com\/2026\/07\/06\/stock-market-today-live-updates.html\">CNBC \u2014 Nasdaq futures fall as chip stocks struggle<\/a><\/li>\n<li>\uc0bc\uc131 \uc2e4\uc801: <a href=\"https:\/\/www.ebc.com\/forex\/samsung-stock-005930-q2-guidance-margin-2026\">EBC \u2014 Samsung stock slid after Q2 guidance<\/a>, <a href=\"https:\/\/www.tradingkey.com\/analysis\/stocks\/us-stocks\/262015977-samsung-earnings-drag-micron-down-over-5-premarket-tradingkey\">TradingKey \u2014 Samsung earnings drag Micron down<\/a><\/li>\n<li>\uc5b4\uc81c \ubbf8\uad6d \ub9c8\uac10: <a href=\"https:\/\/www.thestreet.com\/stock-market-today\/stock-market-today-dow-jones-sp-500-nasdaq-updates-july-6-2026\">TheStreet \u2014 Dow surpasses 53K record<\/a>, <a href=\"https:\/\/finance.yahoo.com\/markets\/stocks\/live\/stock-market-today-monday-july-6-nasdaq-sp-rise-225645420.html\">Yahoo Finance \u2014 Dow record, S&amp;P\/Nasdaq rally on AI optimism<\/a><\/li>\n<li>\uae08\ub9ac\u00b7\uc720\uac00\u00b7\uae08\u00b7\ud658\uc728: <a href=\"https:\/\/tradingeconomics.com\/united-states\/government-bond-yield\">TradingEconomics \u2014 US 10Y<\/a>, <a href=\"https:\/\/tradingeconomics.com\/commodity\/gold\">TradingEconomics \u2014 Gold<\/a>, <a href=\"https:\/\/tradingeconomics.com\/south-korea\/currency\">TradingEconomics \u2014 KRW<\/a><\/li>\n<li>\uc774\ubca4\ud2b8: <a href=\"https:\/\/www.kiplinger.com\/investing\/economy\/this-weeks-economic-calendar\">Kiplinger \u2014 This week&#39;s economic calendar<\/a><\/li>\n<\/ul>\n<blockquote>\n<p>\u26a0\ufe0f \ubcf8 \ub9ac\ud3ec\ud2b8\ub294 \ub9e4\ud06c\ub85c \uc2dc\uc7a5 \ud574\uc11d\u00b7\uad50\uc721 \ubaa9\uc801. \uac1c\ubcc4 \uc885\ubaa9 \ub9e4\uc218\/\ub9e4\ub3c4 \ucd94\ucc9c\uc774 \uc544\ub2c8\ub2e4.<\/p>\n<\/blockquote>\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>AI \ud2b8\ub808\uc774\ub4dc\uac00 \ud558\ub8e8 \ub9cc\uc5d0 \ub4a4\uc9d1\ud614\ub2e4. \uc5b4\uc81c(7\/6) \ub098\uc2a4\ub2e5 +1.12%\u00b7\ub2e4\uc6b0 \uccab 5.3\ub9cc \ub3cc\ud30c\ub85c &quot;AI \ub099\uad00 \ubd80\ud65c&quot;\uc774\ub77c\ub358 \uc2dc\uc7a5\uc774, \uc624\ub298(7\/7) \uc0bc\uc131 \uc2e4\uc801\uc744 \uacc4\uae30\ub85c \ubc18\ub3c4\uccb4\uac00 \ub418\ud314\ub9bc. \ub098\uc2a4\ub2e5100 \uc120\ubb3c -1%. \uc0bc\uc131 &quot;\uc5ed\ub300\uae09 \uc2e4\uc801 \u2192 \uc624\ud788\ub824 \uae09\ub77d&quot;\uc774 \ud575\uc2ec. 2\ubd84\uae30 \uc601\uc5c5\uc774\uc775 \uac00\uc774\ub358\uc2a4 19\ubc30 \ud3ed\uc99d(\uc57d 89\uc870\uc6d0)\uc5d0\ub3c4 \uc11c\uc6b8\uc5d0\uc11c -8.8%~\uc7a5\uc911 -10%. \uc804\ud615\uc801 sell-the-fact(\uc7ac\ub8cc \uc18c\uba78 \ub9e4\ub3c4). SK\ud558\uc774\ub2c9\uc2a4 \ub3d9\ubc18 \uae09\ub77d, \ud504\ub9ac\uc7a5 \ub9c8\uc774\ud06c\ub860\u00b7\uc0cc\ub514\uc2a4\ud06c -5%\ub300. \uae08\ub9ac\u00b7\uc720\uac00\uac00 \uc704\ub85c. \u7f8e 10Y \uc57d&#8230;<\/p>\n","protected":false},"author":1,"featured_media":266,"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-271","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\/271","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=271"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/271\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/266"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=271"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=271"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=271"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}