{"id":277,"date":"2026-07-07T23:23:08","date_gmt":"2026-07-07T23:23:08","guid":{"rendered":"https:\/\/wecansurvive.ca\/?p=277"},"modified":"2026-07-07T23:23:08","modified_gmt":"2026-07-07T23:23:08","slug":"2026-07-08-%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%eb%88%88%ec%97%90","status":"publish","type":"post","link":"https:\/\/wecansurvive.ca\/?p=277","title":{"rendered":"2026.07.08 \ucf54\uc2a4\ud53c \uc2dc\ud669 \ucd1d\uc815\ub9ac \u2014 \uc624\ub298 \ud55c\uad6d \uc99d\uc2dc \uc804\ub9dd \ud55c\ub208\uc5d0"},"content":{"rendered":"<p>\uc624\ub298 \ucf54\uc2a4\ud53c\ub294 \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud55c \uc0bc\uc131\uc804\uc790\uac00 \uc624\ud788\ub824 8% \ub118\uac8c \ubb34\ub108\uc9c0\uba70 \uc804\ub0a0 4.91% \ud3ed\ub77d\ud55c 7,656\uc120\uc5d0\uc11c \ubc18\ub4f1 \uc5ec\ubd80\ub97c \uc2dc\ud5d8\ubc1b\uc2b5\ub2c8\ub2e4. \ubc24\uc0ac\uc774 \ub274\uc695 \uc99d\uc2dc\ub3c4 \ub098\uc2a4\ub2e5\uc774 1.16% \ud558\ub77d\ud558\uace0 \ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4\uc9c0\uc218\uac00 5% \ub118\uac8c \ubc00\ub9ac\ub294 \ub4f1 AI\u00b7\ubc18\ub3c4\uccb4\uc8fc \ucc28\uc775\uc2e4\ud604\uc774 \uc774\ud2c0\uc9f8 \uc774\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \uc911\uad6d \ub525\uc2dc\ud06c\uc758 \uc790\uccb4 AI\uce69 \uac1c\ubc1c \ubcf4\ub3c4\uc640 \uba54\ud0c0\uc758 \uc720\ud734 \ucef4\ud4e8\ud305 \uc0c1\uc5c5\ud654 \uac80\ud1a0\uac00 &quot;AI \uc218\uc694 \uc815\uc810&quot; \ub17c\uc7c1\uc5d0 \ubd88\uc744 \ubd99\uc778 \uac00\uc6b4\ub370, \uc6d0\u00b7\ub2ec\ub7ec \ud658\uc728\uc740 1,530\uc6d0 \uc548\ud30e\uc758 \uace0\ud658\uc728\uc774 \uc678\uad6d\uc778 \uc218\uae09\uc744 \uacc4\uc18d \uc555\ubc15\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc624\ub298 \ud55c\uad6d \uc99d\uc2dc \uc804\ub9dd\uc758 \ud575\uc2ec \ud3ec\uc778\ud2b8\ub97c \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. 2026.07.08 \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\/07\/card_1-9.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_2-9.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_3-9.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_4-9.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_5-9.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>\uc0bc\uc131 \uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988\uc758 \uc5ed\uc124<\/strong> \u2014 \uc0bc\uc131\uc804\uc790 2Q \uc7a0\uc815 \uc601\uc5c5\uc774\uc775\uc774 <strong>89.4\uc870\uc6d0(\uc804\ub144\u6bd4 \uc57d +1,810%, 19\ubc30)<\/strong> \uc73c\ub85c \ucee8\uc13c(87.3\uc870)\ub9c8\uc800 \uc0c1\ud68c\ud55c \uc0ac\uc0c1 \ucd5c\ub300\uce58\uc778\ub370\ub3c4, \uc8fc\uac00\ub294 \ubc1c\ud45c \uc9c1\ud6c4 <strong>-8%\ub300<\/strong>\ub85c \ubb34\ub108\uc84c\ub2e4(\u201830\ub9cc\uc804\uc790\u2019 \ubd95\uad34). &quot;\uc815\uc810 \uc2e4\uc801\uc774 \uace7 \uc815\uc810 \uc8fc\uac00\uc77c \uc218 \uc788\ub2e4&quot;\ub294 \uacbd\uacc4\uac00 \ub9e4\ubb3c\uc744 \ubd88\ub800\ub2e4. <em>[\uc0ac\uc2e4+\ud574\uc11d]<\/em><\/li>\n<li><strong>\ucf54\uc2a4\ud53c \ud558\ub8e8 -4.91% \ud3ed\ub77d<\/strong> \u2014 7\/7 KST \ucf54\uc2a4\ud53c\ub294 395.02p \uae09\ub77d\ud55c <strong>7,656.31<\/strong>\ub85c \ub9c8\uac10. \uc678\uad6d\uc778\u00b7\uae30\uad00 \ub3d9\ubc18 \uc21c\ub9e4\ub3c4. \ucf54\uc2a4\ub2e5\uc740 -1.87%(831.23)\ub85c \uc0c1\ub300\uc801 \uc120\ubc29(\uc678\uad6d\uc778 +3,870\uc5b5 \uc21c\ub9e4\uc218). <em>[\uc0ac\uc2e4]<\/em><\/li>\n<li><strong>\uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc774\ud2c0\uc9f8 \ub9e4\ubb3c<\/strong> \u2014 \ub525\uc2dc\ud06c \uc790\uccb4 AI(\ucd94\ub860)\uce69 \uac1c\ubc1c \ubcf4\ub3c4 + \uba54\ud0c0 \uc720\ud734 \ucef4\ud4e8\ud305 \uc0c1\uc5c5\ud654 \uac80\ud1a0\uac00 AI\uce69 \uc7a5\uae30\uc218\uc694 \uc7ac\ud3c9\uac00\ub97c \ucd09\ubc1c. \ub098\uc2a4\ub2e5 -1.16%, SOX -5%\ub300, \ub9c8\uc774\ud06c\ub860 -5%(\uc7a5\uc911 $900 \ud558\ud68c), \ub2db\ucf00\uc774 -2.12%(\ud0a4\uc624\uc2dc\uc544 -11%). <em>[\uc0ac\uc2e4]<\/em><\/li>\n<li><strong>\uc6d0\ud654 \uc57d\uc138 \uc9c0\uc18d<\/strong> \u2014 USD\/KRW 1,520<del>1,530\uc6d0\ub300(7\/7 \ub808\uc778\uc9c0 1,519<\/del>1,532). &#39;\uace0\ud658\uc728 \ub274\ub178\uba40&#39; \uad6d\uba74\uc5d0\uc11c \uc678\uad6d\uc778 \uc21c\ub9e4\ub3c4\uac00 \ud658\u00b7\uc99d\uc2dc\ub97c \ub3d9\uc2dc\uc5d0 \ub204\ub978\ub2e4. <em>[\uc0ac\uc2e4+\uad00\uce21]<\/em><\/li>\n<li><strong>\uc624\ub298 \uad00\uc804 \ud3ec\uc778\ud2b8<\/strong> \u2014 \uc0bc\uc131\u00b7SK\ud558\uc774\ub2c9\uc2a4 \uc2dc\ucd08\uac00 \ubc18\uc751(\ud22c\ub9e4 \ud6c4 \ubc18\ub4f1 vs \ucd94\uac00 \ud558\ub77d), \uc678\uad6d\uc778 \uc218\uae09\u00b7\ud658\uc728 1,530\uc120, \ub274\uc695 \ubc18\ub3c4\uccb4 \uc57d\uc138 \uc804\uc774 \uc5ec\ubd80. <em>[\ud574\uc11d]<\/em><\/li>\n<\/ol>\n<hr>\n<h2>1. \ubbf8\uad6d\u00b7\uae00\ub85c\ubc8c \ub9c8\uac10 \uc815\ub9ac (7\/7 ET \ub9c8\uac10 \u2192 \ud55c\uad6d 7\/8 05:00 KST)<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong> \ubbf8\uad6d \uc8fc\uc694\uc9c0\uc218 (7\/7 ET \uc885\uac00)<\/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>S&amp;P 500<\/td>\n<td>7,503.85<\/td>\n<td><strong>-0.45%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5<\/td>\n<td>25,818.69<\/td>\n<td><strong>-1.16%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\ub2e4\uc6b0<\/td>\n<td>52,925.15<\/td>\n<td>-0.25% (-130.76p)<\/td>\n<\/tr>\n<tr>\n<td>\ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4(SOX)<\/td>\n<td>\u2014<\/td>\n<td><strong>-5%\ub300<\/strong> (\uc7a5\uc911 -6%)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>[\uc0ac\uc2e4]<\/strong> \uac1c\ubcc4\u00b7\uc139\ud130<\/p>\n<ul>\n<li><strong>\ub9c8\uc774\ud06c\ub860 -5%<\/strong> (\uc7a5\uc911 $900 \ud558\ud68c), KLA\u00b7\ub7a8\ub9ac\uc11c\uce58\u00b7\ub9c8\ubca8\u00b7\uc5b4\ud50c\ub77c\uc774\ub4dc -4%\ub300 \ub4f1 \ubc18\ub3c4\uccb4 \uc7a5\ube44\u00b7\uba54\ubaa8\ub9ac \uc804\ubc29\uc704 \ub9e4\ubb3c.<\/li>\n<li>\ud2b8\ub9ac\uac70: \u2460 <strong>\ub525\uc2dc\ud06c(DeepSeek)\uac00 \ucd94\ub860(inference)\uc6a9 \uc790\uccb4 AI\uce69 \uac1c\ubc1c \uc911<\/strong>\uc774\ub77c\ub294 \ub85c\uc774\ud130 \ubcf4\ub3c4, \u2461 <strong>\uba54\ud0c0\uc758 \uc720\ud734 \ucef4\ud4e8\ud305 \uc0c1\uc5c5\ud654 \uac80\ud1a0<\/strong> \ubcf4\ub3c4. \ub458\uc774 \uacb9\uce58\uba70 &quot;\ucd5c\ucca8\ub2e8 AI\uce69 \uc7a5\uae30 \uc218\uc694&quot;\uc5d0 \ub300\ud55c \uc7ac\ud3c9\uac00\uac00 \uc77c\uc5c8\ub2e4.<\/li>\n<li><strong>\uc77c\ubcf8<\/strong>: \ub2db\ucf00\uc774 225 <strong>-2.12%(68,257)<\/strong>, \ud1a0\ud53d\uc2a4 -0.97%. \ud0a4\uc624\uc2dc\uc544 -11.3%, \ubb34\ub77c\ud0c0 -10.1%, \ub808\uc774\uc800\ud14d -6.4% \ub4f1 \ubc18\ub3c4\uccb4 \ub300\ub7c9 \ub9e4\ubb3c. \uc0bc\uc131 \uc1fc\ud06c\uac00 \uc544\uc2dc\uc544 \ubc18\ub3c4\uccb4 \uc2ec\ub9ac\ub85c \uc804\uc774. (\uae08\uc735\u00b7\uc18c\ube44\uc8fc\ub294 \uac15\uc138 \u2014 \uc21c\ud658\ub9e4 \ud754\uc801)<\/li>\n<\/ul>\n<p><strong>[\uad00\uce21]<\/strong> \ubbf8\uad6d 3\ub300 \uc9c0\uc218\uac00 \ubaa8\ub450 \ud558\ub77d\ud588\uc9c0\ub9cc \ub2e4\uc6b0\ub294 -0.25%\ub85c \ubc29\uc5b4. \ub099\ud3ed\uc774 <strong>\ubc18\ub3c4\uccb4\u00b7AI\uc5d0 \uc9d1\uc911<\/strong>\ub410\ub2e4\ub294 \uc810\uc774 \uc774\ubc88 \uc870\uc815\uc758 \uc131\uaca9\uc744 \uaddc\uc815\ud55c\ub2e4 \u2014 \uc9c0\uc218 \uc804\uccb4\uc758 \ubd95\uad34\uac00 \uc544\ub2c8\ub77c <em>\ud55c \uc139\ud130\uc758 \ubc38\ub958\uc5d0\uc774\uc158 \ub418\ub3cc\ub9bc<\/em>.<\/p>\n<hr>\n<h2>2. \uc624\ub298\uc758 \ud575\uc2ec \ud55c \uac00\uc9c0 \u2014 \uc0bc\uc131 \uc2e4\uc801 \uc5ed\uc124\uacfc &#39;AI \ubc38\ub958\uc5d0\uc774\uc158 \ub9ac\uc14b&#39;<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong> \uc0bc\uc131\uc804\uc790 2026\ub144 2\ubd84\uae30 \uc7a0\uc815 \uc2e4\uc801<\/p>\n<ul>\n<li>\uc601\uc5c5\uc774\uc775 <strong>89.4\uc870\uc6d0(\uc57d $58.4B)<\/strong> \u2014 \uc804\ub144\ub3d9\uae30(4.7\uc870) \ub300\ube44 <strong>\uc57d +1,810%(19\ubc30)<\/strong>, \ucee8\uc13c\uc11c\uc2a4 87.3\uc870\uc6d0 \uc0c1\ud68c, <strong>3\ubd84\uae30 \uc5f0\uc18d \uc0ac\uc0c1 \ucd5c\ub300<\/strong>. AI \uba54\ubaa8\ub9ac(HBM \ub4f1) \uc218\uc694\uac00 \uacac\uc778.<\/li>\n<li>\uadf8\ub7fc\uc5d0\ub3c4 \uc0bc\uc131\uc804\uc790 \uc8fc\uac00\ub294 \uc11c\uc6b8 \uc7a5\uc911 <strong>-8~10%<\/strong>, &#39;30\ub9cc\uc804\uc790&#39; \ubd95\uad34.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong> \uc65c \ucd5c\ub300 \uc2e4\uc801\uc5d0 \uc8fc\uac00\uac00 \ube60\uc84c\ub098 \u2014 \uc138 \uac08\ub798\ub85c \uc77d\ub294\ub2e4.<\/p>\n<ol>\n<li><strong>\uc815\uc810 \ub17c\uc7c1<\/strong> \u2014 \uc2dc\uc7a5\uc740 \uc2e4\uc801\uc758 &#39;\ub808\ubca8&#39;\ubcf4\ub2e4 &#39;2\ucc28 \ubbf8\ubd84(\uc131\uc7a5\uc758 \uac00\uc18d\/\uac10\uc18d)&#39;\uc744 \ubcf8\ub2e4. 89\uc870\ub77c\ub294 \uc22b\uc790\uc5d0 \uc774\ubbf8 AI \uc288\ud37c\uc0ac\uc774\ud074 \uae30\ub300\uac00 \uc0c1\ub2f9 \ubd80\ubd84 \uc120\ubc18\uc601\ub3fc \uc788\uc5c8\uace0, &quot;\uc5ec\uae30\uc11c \ub354 \uc88b\uc544\uc9c8 \uc218 \uc788\ub098&quot;\ub77c\ub294 \uc9c8\ubb38\uc774 \ucc28\uc775\uc2e4\ud604\uc73c\ub85c \uc774\uc5b4\uc84c\ub2e4. \uc62c\ud574 \ucd08 \uc5d4\ube44\ub514\uc544 \uc2e4\uc801 \ubc1c\ud45c \ub54c\uc640 \ud310\ubc15\uc774.<\/li>\n<li><strong>\uc218\uc694 \uc7ac\ud3c9\uac00 \uacb9\uc545\uc7ac<\/strong> \u2014 \ud558\ud544 \ub525\uc2dc\ud06c \uc790\uccb4 \uce69\u00b7\uba54\ud0c0 \uc720\ud734 \ucef4\ud4e8\ud305 \ub274\uc2a4\uac00 \uac19\uc740 \ub0a0 \ud130\uc9c0\uba70 &quot;AI \uc790\ubcf8\uc9c0\ucd9c(capex)\uc774 \uc601\uc6d0\ud558\uc9c0 \uc54a\uc744 \uc218 \uc788\ub2e4&quot;\ub294 \uc11c\uc0ac\ub97c \uc790\uadf9.<\/li>\n<li><strong>\uc3e0\ub9bc\uc758 \uccad\uad6c\uc11c<\/strong> \u2014 \ucf54\uc2a4\ud53c\ub294 \ubc18\ub3c4\uccb4 \ube44\uc911\uc774 \uc808\ub300\uc801\uc774\ub2e4. \uc0bc\uc131 -8%\ub294 \uc9c0\uc218 -4.9%\ub85c \uc9c1\uacb0\ub41c\ub2e4. \uc774\uac83\uc774 <em>\uc9c0\uc218\uc758 \ubc18\ub3c4\uccb4 \uc3e0\ub9bc \ub9ac\uc2a4\ud06c<\/em>\uac00 \ud604\uc2e4\ud654\ub41c \uc7a5\uba74.<\/li>\n<\/ol>\n<p><strong>[\uad00\uce21\u00b7\uc778\ubb3c \uad50\ucc28]<\/strong> \uc9c4\uaddc\uac00 \ucc38\uace0\ud558\ub294 4\uc778(\uacfd\uc0c1\uc900\u00b7\ubc15\uc2dc\ub3d9\u00b7\uc774\uad11\uc218\u00b7\uc774\uc120\uc5fd)\uc758 \uacf5\ud1b5 \uc2dc\uac01\uc740 &quot;\ubc18\ub3c4\uccb4 \uc0ac\uc774\ud074 \uc911\uc7a5\uae30 \uc0c1\uc2b9\u00b7\ud55c\uad6d \uc99d\uc2dc \uc0c1\uc2b9 \uc5ec\ub825&quot;\uc774\ub2e4. \ub2e4\ub9cc \uc624\ub298 \uac19\uc740 \ub0a0\uc740 <em>\uacf5\ud1b5\uc810\uc774 \uace7 \uc815\ub2f5\uc740 \uc544\ub2d8<\/em>\uc744 \uc9da\uc5b4\uc57c \ud55c\ub2e4 \u2014 \uc0ac\uc774\ud074 \ubc29\ud5a5\uc774 \ub9de\ub354\ub77c\ub3c4, \ubc38\ub958\uc5d0\uc774\uc158\uc774 \uc55e\uc11c\uac00\uba74 &#39;\uc88b\uc740 \uc2e4\uc801 \u2192 \uc870\uc815&#39;\uc740 \uc5bc\ub9c8\ub4e0\uc9c0 \ub098\uc628\ub2e4. \uc0ac\uc774\ud074 \uac15\uc138\ub860(\uc911\uc7a5\uae30)\uacfc \ubc38\ub958 \ub418\ub3cc\ub9bc(\ub2e8\uae30)\uc740 \ubaa8\uc21c\uc774 \uc544\ub2c8\ub77c \uce35\uc704\uac00 \ub2e4\ub978 \uc774\uc57c\uae30\ub2e4.<\/p>\n<hr>\n<h2>3. \ub450 \ubc88\uc9f8 \ubcc0\uc218 \u2014 \uc6d0\ud654\u00b7\uc678\uad6d\uc778 \uc218\uae09 (\ud55c\uad6d \ubcc0\uc218)<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<ul>\n<li><strong>USD\/KRW<\/strong>: 7\/7 \ub808\uc778\uc9c0 1,519.41~1,531.62, \uc804\uc77c \uc885\uac00\uad8c <strong>1,528\uc6d0 \uc548\ud30e<\/strong>. 2026 \ud558\ubc18\uae30 &#39;\uace0\ud658\uc728 \ub274\ub178\uba40&#39; \uad6d\uba74.<\/li>\n<li><strong>\uc218\uae09<\/strong>: \ucf54\uc2a4\ud53c\uc5d0\uc11c \uc678\uad6d\uc778\u00b7\uae30\uad00 \ub3d9\ubc18 \uc21c\ub9e4\ub3c4. \ubc18\uba74 \ucf54\uc2a4\ub2e5\uc740 \uc678\uad6d\uc778 +3,870\uc5b5 \uc21c\ub9e4\uc218\ub85c \ucf54\uc2a4\ud53c(-4.91%) \ub300\ube44 \ub099\ud3ed(-1.87%) \ubc29\uc5b4.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong> \ud658\uc728 1,530\uc120\uc758 \uc6d0\ud654 \uc57d\uc138\ub294 \uc678\uad6d\uc778\uc5d0\uac8c <em>\ud658\uc190\uc2e4 + \ubc18\ub3c4\uccb4 \ubc38\ub958 \ubd80\ub2f4<\/em>\uc774\ub77c\ub294 \uc774\uc911 \ube0c\ub808\uc774\ud06c\ub85c \uc791\ub3d9\ud55c\ub2e4. \ub2e4\ub9cc \ucf54\uc2a4\ub2e5\uc73c\ub85c \uc678\uad6d\uc778 \ub9e4\uc218\uac00 \ub4e4\uc5b4\uc628 \uc810\uc740 &quot;\ud55c\uad6d \uc804\uccb4\ub97c \ub358\uc9c4\ub2e4\uae30\ubcf4\ub2e4 \ub300\ud615 \ubc18\ub3c4\uccb4\ub97c \ub35c\uc5b4\ub0b8\ub2e4&quot;\ub294 <strong>\uc120\ubcc4\uc801 \ub9ac\ubc38\ub7f0\uc2f1<\/strong> \uc2e0\ud638\ub85c \uc77d\uc744 \uc5ec\uc9c0\uac00 \uc788\ub2e4. \uc624\ub298 \ud658\uc728\uc774 1,530\uc120\uc744 \uc9c0\ud0a4\ub294\uc9c0, \uc678\uad6d\uc778\uc774 \ucf54\uc2a4\ud53c \ub300\ud615\uc8fc\ub85c \ub3cc\uc544\uc624\ub294\uc9c0\uac00 \ubc29\ud5a5 \ud78c\ud2b8.<\/p>\n<hr>\n<h2>4. \uc815\ucc45\u00b7\uac70\uc2dc \ubc30\uacbd \u2014 \uae08\ub9ac\u00b7\uc720\uac00\u00b7\uc5f0\uc900<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<ul>\n<li><strong>\u7f8e 10\ub144\ubb3c \uad6d\ucc44\uae08\ub9ac<\/strong>: \uc57d <strong>4.47~4.50%<\/strong> (2\uc8fc \ucd5c\uace0\uad8c).<\/li>\n<li><strong>\uc720\uac00<\/strong>: Brent <strong>\uc57d $72<\/strong>(4\uac1c\uc6d4 \ucd5c\uc800\uad8c, \uacf5\uae09 \uc99d\uac00 \ubd80\ub2f4), WTI \uc57d $69. \u2192 <em>\uc720\uac00\ub294 \ub0ae\ub2e4.<\/em><\/li>\n<li><strong>\uc5f0\uc900<\/strong>: 6\uc6d4 \uc810\ub3c4\ud45c\uac00 \ub9e4\ud30c\uc801\uc73c\ub85c \uc774\ub3d9 \u2014 2026\ub144 <strong>1~2\ud68c \uc778\uc0c1<\/strong> \uac00\ub2a5\uc131\uc744 median\uc73c\ub85c \uc2dc\uc0ac(\uc5f0\ucd08 \ubbf8-\uc774\ub780 \uac08\ub4f1\ubc1c \uc5d0\ub108\uc9c0\u00b7\uc778\ud50c\ub808 \uc5ec\ud30c\uc758 \uc794\uc0c1). 9\uc6d4 \ud5a5\ubc29\uc740 \uc2dc\uc7a5\uc774 <strong>\uc5c7\uac08\ub9b0\ub2e4<\/strong>(\uc778\uc0c1 vs \uc778\ud558 \ud655\ub960\uc774 \uc5ce\uce58\ub77d\ub4a4\uce58\ub77d).<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong> \uc5ec\uae30\uc11c \uc9c4\uaddc\uac00 \ud5f7\uac08\ub9ac\uae30 \uc26c\uc6b4 \ub300\ubaa9 \ud558\ub098 \u2014 <em>\uc720\uac00\uac00 4\uac1c\uc6d4 \ucd5c\uc800\uc778\ub370 \uc65c \uae08\ub9ac\ub294 \uc624\ub974\uace0 \uc5f0\uc900\uc740 \ub9e4\ud30c\uc778\uac00?<\/em> \uc774\uc720\ub294 <strong>\uc2dc\ucc28\uc640 \uacbd\ub85c<\/strong>\ub2e4. \u2460 \uae08\ub9ac \uc0c1\ub2e8(10Y)\uc740 \uc720\uac00 \ud558\ub098\uac00 \uc544\ub2c8\ub77c \uc7ac\uc815\uc801\uc790\u00b7\uad6d\ucc44 \ubc1c\ud589\u00b7\uae30\uac04\ud504\ub9ac\ubbf8\uc5c4\uc774 \ud568\uaed8 \ubbfc\ub2e4. \u2461 \uc5f0\uc900\uc758 \ub9e4\ud30c \uc2a4\ud0e0\uc2a4\ub294 &#39;\uc5f0\ucd08 \uc778\ud50c\ub808 \ucda9\uaca9\uc758 \uc794\uc0c1&#39;\uc774\ub77c\ub294 \uacfc\uac70 \ub370\uc774\ud130\uc5d0 \uae30\ubc18\ud558\uace0, \uc720\uac00 \ud558\ub77d\uc740 \uc544\uc9c1 \uc9c0\ud45c(CPI\/PCE)\ub85c \ud655\uc778\ub418\uc9c0 \uc54a\uc558\ub2e4. \uc989 <em>\uc720\uac00 \ud558\ub77d(\ub514\uc2a4\uc778\ud50c\ub808 \uc694\uc778)\uc774 \uc2e4\uc81c \ubb3c\uac00\u00b7\uc815\ucc45\uc5d0 \ubc18\uc601\ub418\uae30\uae4c\uc9c0 \ub798\uadf8\uac00 \uc788\ub2e4.<\/em> \uc624\ud788\ub824 \uc720\uac00 \uae09\ub77d\uc774 \uc774\uc5b4\uc9c0\uba74 9\uc6d4 &#39;\uc778\ud558&#39; \ucabd\uc73c\ub85c \uc2dc\uc7a5 \uae30\ub300\uac00 \ub418\ub3cc\ub824\uc9c8 \uc218 \uc788\ub2e4 \u2014 \uc624\ub298 \uc774\ud6c4 \uc720\uac00\u00b7\ubb3c\uac00 \ub370\uc774\ud130\uac00 \uadf8 \uc800\uc6b8\uc744 \uc6c0\uc9c1\uc778\ub2e4.<\/p>\n<hr>\n<h2>5. \ub2e4\uc74c \ud55c\uad6d\uc7a5 (7\/8 KST) \ud504\ub9ac\ubdf0 \u2014 \uccb4\ud06c\ud3ec\uc778\ud2b8<\/h2>\n<p>\ud55c\uad6d \uc99d\uc2dc\ub294 <strong>\uc774\ubbf8 -4.91% \uae09\ub77d\ud55c \uc790\ub9ac + \ubc24\uc0ac\uc774 \uc57d\ud55c \ub274\uc695 \ubc18\ub3c4\uccb4<\/strong>\ub97c \ub3d9\uc2dc\uc5d0 \uc548\uace0 \ucd9c\ubc1c\ud55c\ub2e4. \uad00\uac74\uc740 <em>\ud22c\ub9e4 \ud6c4 \uae30\uc220\uc801 \ubc18\ub4f1<\/em>\uc774\ub0d0 <em>\ucd94\uac00 \ud558\ub77d<\/em>\uc774\ub0d0.<\/p>\n<ul>\n<li><strong>\u2460 \uc0bc\uc131\u00b7SK\ud558\uc774\ub2c9\uc2a4 \uc2dc\ucd08\uac00 \ubc18\uc751<\/strong> \u2014 \uc804\uc77c \ud22c\ub9e4\uac00 \uacfc\ud588\ub2e4\uba74 \uc2dc\ucd08 \ubc18\ub4f1, \uc544\ub2c8\uba74 \uac2d\ub2e4\uc6b4 \ucd94\uac00. \ub300\ud615 \ubc18\ub3c4\uccb4 2\uc885\ubaa9\uc774 \uc9c0\uc218 \ubc29\ud5a5\uc744 \uacb0\uc815.<\/li>\n<li><strong>\u2461 \uc678\uad6d\uc778 \uc218\uae09\u00b7\ud658\uc728 1,530\uc120<\/strong> \u2014 \uc678\uad6d\uc778\uc774 \ucf54\uc2a4\ud53c \ub300\ud615\uc8fc\ub85c \ubcf5\uadc0\ud558\ub294\uc9c0, \ud658\uc728\uc774 1,530\uc744 \uc9c0\ud0a4\ub294\uc9c0.<\/li>\n<li><strong>\u2462 \ub274\uc695 \ubc18\ub3c4\uccb4 \uc804\uc774<\/strong> \u2014 \ub9c8\uc774\ud06c\ub860\u00b7SOX \ucd94\uac00 \uc57d\uc138\uac00 \ud55c\uad6d \uba54\ubaa8\ub9ac\uc8fc\ub85c \uc5bc\ub9c8\ub098 \uc62e\uaca8\uc624\ub098.<\/li>\n<li><strong>\u2463 \uc5f0\uc900 9\uc6d4 \uc800\uc6b8<\/strong> \u2014 \uc720\uac00(\ub514\uc2a4\uc778\ud50c\ub808) vs \ub9e4\ud30c \uc810\ub3c4\ud45c. \uc774\ud6c4 CPI\/PCE\u00b7\uc5f0\uc900 \uc704\uc6d0 \ubc1c\uc5b8\uc774 \uc778\uc0c1\u2194\uc778\ud558 \uae30\ub300\ub97c \uac00\ub978\ub2e4.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d] \ud55c \ubb38\uc7a5 \uc694\uc57d<\/strong> \u2014 \uc624\ub298\uc740 <em>\ud380\ub354\uba58\ud138(\uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801)\uacfc \uc8fc\uac00(\ubc38\ub958 \ub418\ub3cc\ub9bc)\uac00 \uc815\uba74\ucda9\ub3cc\ud55c \ub2e4\uc74c \ub0a0<\/em>\uc774\ub2e4. \uc2e4\uc801\uc774 \ub098\uc05c \ud558\ub77d\uc774 \uc544\ub2c8\ub77c &#39;\uae30\ub300\uac00 \uc55e\uc11c\uac04 \ud558\ub77d&#39;\uc774\ub77c\ub294 \uc810\uc5d0\uc11c, \ubc29\ud5a5\ubcf4\ub2e4 <strong>\ubcc0\ub3d9\uc131 \uad00\ub9ac<\/strong>\uac00 \uba3c\uc800\ub2e4.<\/p>\n<hr>\n<h2>\uc815\uc815 \uc0ac\ud56d<\/h2>\n<p>\ud574\ub2f9 \uc5c6\uc74c. (\uc9c1\uc804 \uc790\ub3d9 \uc0dd\uc131 \ucd08\uc548\uc5d0 \uc720\uac00\u00b7\ud658\uc728 \uad00\ub828 \uc218\uce58 \uc624\ucc28\uac00 \uc788\uc5c8\uc73c\ub098 \ubc1c\ud589 \uc804 \uc2e4\uce21\uce58\ub85c \uad50\uccb4\ud568.)<\/p>\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-july-7-2026\">TheStreet \u2014 Stock Market Today (July 7, 2026): Chip rout, Samsung earnings<\/a><\/li>\n<li><a href=\"https:\/\/finance.yahoo.com\/markets\/live\/stock-market-today-sp-500-nasdaq-futures-slip-after-samsung-results-spark-chip-sell-off-223015294.html\">Yahoo Finance \u2014 Dow, S&amp;P 500, Nasdaq fall as Samsung, DeepSeek spark chip sell-off<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/07\/samsung-electronics-preliminary-second-quarter-profit-hits-fresh-high.html\">CNBC \u2014 Samsung posts 1,800% jump in profit, but AI spending concerns spook investors<\/a><\/li>\n<li><a href=\"https:\/\/www.mt.co.kr\/amp\/stock\/2026\/07\/07\/2026070716113225804\">\uba38\ub2c8\ud22c\ub370\uc774 \u2014 &quot;30\ub9cc\uc804\uc790 \ubd95\uad34&quot; &quot;\ucf54\uc2a4\ud53c -4.9%&quot;\u2026\uc0bc\uc804 \ucd5c\ub300\uc2e4\uc801 \ucc0d\uc740 \ub0a0<\/a><\/li>\n<li><a href=\"https:\/\/www.tradingkey.com\/analysis\/stocks\/us-stocks\/262016905-us-stock-down-samsung-q2-chip-semiconductor-deepseek-micron-tradingkey\">TradingKey \u2014 Philadelphia Semiconductor Index falls over 6%, Micron drops below $900<\/a><\/li>\n<li><a href=\"https:\/\/www.investing.com\/news\/stock-market-news\/japan-stocks-lower-at-close-of-trade-nikkei-225-down-204-4778269\">Investing.com \u2014 Japan stocks lower at close; Nikkei 225 down 2.04%<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/commodity\/brent-crude-oil\">TradingEconomics \u2014 Brent crude oil<\/a> \u00b7 <a href=\"https:\/\/tradingeconomics.com\/united-states\/government-bond-yield\">US 10Y Treasury yield<\/a><\/li>\n<li><a href=\"https:\/\/kr.investing.com\/currencies\/usd-krw-historical-data\">Investing.com \u2014 USD\/KRW \uacfc\uac70 \ub370\uc774\ud130<\/a><\/li>\n<\/ul>\n<p><em>\u203b \uc218\uce58\ub294 \uc791\uc131 \uc2dc\uc810 \uae30\uc900\uc774\uba70 \ucd9c\ucc98\uc5d0 \ub530\ub77c \uc18c\ud3ed \ucc28\uc774\uac00 \uc788\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubcf8 \ub9ac\ud3ec\ud2b8\ub294 \uc2dc\uc7a5 \uad00\ucc30\u00b7\uc815\ub9ac\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>\uc624\ub298 \ucf54\uc2a4\ud53c\ub294 \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud55c \uc0bc\uc131\uc804\uc790\uac00 \uc624\ud788\ub824 8% \ub118\uac8c \ubb34\ub108\uc9c0\uba70 \uc804\ub0a0 4.91% \ud3ed\ub77d\ud55c 7,656\uc120\uc5d0\uc11c \ubc18\ub4f1 \uc5ec\ubd80\ub97c \uc2dc\ud5d8\ubc1b\uc2b5\ub2c8\ub2e4. \ubc24\uc0ac\uc774 \ub274\uc695 \uc99d\uc2dc\ub3c4 \ub098\uc2a4\ub2e5\uc774 1.16% \ud558\ub77d\ud558\uace0 \ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4\uc9c0\uc218\uac00 5% \ub118\uac8c \ubc00\ub9ac\ub294 \ub4f1 AI\u00b7\ubc18\ub3c4\uccb4\uc8fc \ucc28\uc775\uc2e4\ud604\uc774 \uc774\ud2c0\uc9f8 \uc774\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \uc911\uad6d \ub525\uc2dc\ud06c\uc758 \uc790\uccb4 AI\uce69 \uac1c\ubc1c \ubcf4\ub3c4\uc640 \uba54\ud0c0\uc758 \uc720\ud734 \ucef4\ud4e8\ud305 \uc0c1\uc5c5\ud654 \uac80\ud1a0\uac00 &quot;AI \uc218\uc694 \uc815\uc810&quot; \ub17c\uc7c1\uc5d0 \ubd88\uc744 \ubd99\uc778 \uac00\uc6b4\ub370, \uc6d0\u00b7\ub2ec\ub7ec \ud658\uc728\uc740 1,530\uc6d0&#8230;<\/p>\n","protected":false},"author":1,"featured_media":272,"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-277","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\/277","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=277"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/277\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/272"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=277"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=277"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=277"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}