{"id":301,"date":"2026-07-09T23:15:34","date_gmt":"2026-07-09T23:15:34","guid":{"rendered":"https:\/\/wecansurvive.ca\/?p=301"},"modified":"2026-07-09T23:15:34","modified_gmt":"2026-07-09T23:15:34","slug":"2026-07-10%ea%b8%88-%ec%bd%94%ec%8a%a4%ed%94%bc-%ec%8b%9c%ed%99%a9-%ec%b4%9d%ec%a0%95%eb%a6%ac-%ec%98%a4%eb%8a%98-%ed%95%9c%ea%b5%ad-%ec%a6%9d%ec%8b%9c-%ec%a0%84%eb%a7%9d-%ed%95%9c","status":"publish","type":"post","link":"https:\/\/wecansurvive.ca\/?p=301","title":{"rendered":"2026.07.10(\uae08) \ucf54\uc2a4\ud53c \uc2dc\ud669 \ucd1d\uc815\ub9ac \u2014 \uc624\ub298 \ud55c\uad6d \uc99d\uc2dc \uc804\ub9dd \ud55c\ub208\uc5d0"},"content":{"rendered":"<ol>\n<li><strong>\ubbf8\uad6d\uc774 \ubc18\ub3c4\uccb4\ub85c \ud654\ub2f5\ud588\ub2e4.<\/strong> \ub098\uc2a4\ub2e5 <strong>+1.30%<\/strong>(26,206.89), S&amp;P500 +0.81%(7,543.64), \ubc18\ub3c4\uccb4 ETF SOXX <strong>+5.1%<\/strong>. \uc5b4\uc81c \ud55c\uad6d\u00b7\uc77c\ubcf8\ubc1c \ubc18\ub3c4\uccb4 \ubc18\ub4f1\uc774 \ubbf8\uad6d\uc73c\ub85c \ub9b4\ub808\uc774\ub410\ub2e4. \uc624\ub298 \ud55c\uad6d\uc7a5 \ubc18\ub4f1 \uc9c0\uc18d\uc758 \ucd5c\ub300 \uba85\ubd84.<\/li>\n<li><strong>\uc624\ub298\uc758 \ud575\uc2ec\uc740 SK\ud558\uc774\ub2c9\uc2a4 \ub098\uc2a4\ub2e5 IPO.<\/strong> \ubbf8\uad6d \uae08\uc694\uc77c 7\/10(\ud55c\uad6d \ud1a0 \uc0c8\ubcbd) \ucd5c\ub300 <strong>$29.4B<\/strong> ADR \uacf5\ubaa8\uac00 \ud655\uc815 \u2014 \uc131\uc0ac \uc2dc \uc5ed\ub300 \ub450 \ubc88\uc9f8 \uaddc\ubaa8 \uacf5\ubaa8(\uc678\uc2e0 \ubcf4\ub3c4 \uae30\uc900). \ud765\ud589 \uac15\ub3c4\uac00 \ucd5c\uadfc &quot;AI \ubc38\ub958\uc5d0\uc774\uc158 \uc7ac\uc810\uac80&quot;\uc5d0 \ub300\ud55c \uae00\ub85c\ubc8c \uae30\uad00\ud22c\uc790\uc790\uc758 \uc2e4\uc9c8 \ub2f5\ubcc0\uc774 \ub41c\ub2e4.<\/li>\n<li><strong>\uc5b4\uc81c(7\/9) KOSPI\ub294 \ub864\ub7ec\ucf54\uc2a4\ud130 \ub05d \ubc29\uc5b4 \uc131\uacf5.<\/strong> \uac1c\uc7a5 +3.3% \u2192 \uc7a5\uc911 7,500 \ub3cc\ud30c \u2192 7,063\uae4c\uc9c0 \uae09\ub77d \u2192 <strong>7,291.91(+0.62%)<\/strong> \ub9c8\uac10. \uac1c\uc778 <strong>\u22121.33\uc870<\/strong> \ud22c\ub9e4\ub97c \uae30\uad00 <strong>+1.29\uc870<\/strong>\uac00 \uc815\uba74\uc73c\ub85c \ubc1b\uc544\ub0c8\ub2e4. \uc774 \ud798\uaca8\ub8e8\uae30\uac00 \uc624\ub298\ub3c4 \uc774\uc5b4\uc9c4\ub2e4.<\/li>\n<li><strong>\uc720\uac00\ub294 \uacf5\uc2b5 \uc0ac\ud758\uc9f8\uc5d0 \uc624\ud788\ub824 \u22122%.<\/strong> WTI $72.08. \uc2dc\uc7a5\uc740 \ubbf8\u00b7\uc774\ub780 \uc804\uba74\uc804 \uc7ac\uac1c\uc5d4 \ubca0\ud305\ud558\uc9c0 \uc54a\ub294 \uc911. \ub2e4\ub9cc \uae08\uc740 $4,101 \uc0ac\uc0c1 \ucd5c\uace0\uad8c \u2014 \uaf2c\ub9ac \ub9ac\uc2a4\ud06c \ud5e4\uc9c0\ub294 \uc720\uc9c0.<\/li>\n<li><strong>\ud658\uc728 1,506\uc6d0 \u2014 \uc8fc\uac00 \ubc18\ub4f1\uc5d0\ub3c4 \uc6d0\ud654\ub9cc \ubabb \uc6c3\uc5c8\ub2e4.<\/strong> 7\/16 \uae08\ud1b5\uc704 \uc778\uc0c1(2.50\u21922.75%) \ucee8\uc13c\uc11c\uc2a4 \uc18d\uc5d0 \ub2e4\uc74c \uc8fc CPI(7\/14)\u00b7\uae08\ud1b5\uc704(7\/16)\uac00 \uc5f0\ub2ec\uc544 \uc628\ub2e4.<\/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. 2026.07.10(\uae08) \ud55c\uad6d \uc7a5\uc804 \uc2dc\ud669\uc744 \ud568\uaed8 \uc0b4\ud3b4\ubd05\uc2dc\ub2e4.<\/p>\n<div class=\"wcs-carousel\">\n<div class=\"wcs-track\"><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_1-13.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_2-13.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_3-13.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_4-13.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_5-13.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: 2026-07-10 08:05 KST (\ubc34\ucfe0\ubc84 7\/9 16:05 PDT) \u00b7 \ub300\uc0c1: 7\/10(\uae08) \ud55c\uad6d\uc7a5<br \/>\n\uc815\ubcf4 \ub4f1\uae09: <strong>\uc0ac\uc2e4<\/strong> \/ <strong>\uad00\uce21<\/strong> \/ <strong>\ud574\uc11d<\/strong> \uad6c\ubd84 \ud45c\uae30<\/p>\n<hr>\n<h2>1. \ubbf8\uad6d\u00b7\uc720\ub7fd \ub9c8\uac10 \uc815\ub9ac (\ubbf8\uad6d 7\/9 \ubaa9 \ub9c8\uac10 \u2192 \ud55c\uad6d 7\/10 \uc0c8\ubcbd)<\/h2>\n<h3>\uc0ac\uc2e4 \u2014 \ubbf8\uad6d (7\/9 ET \uc885\uac00)<\/h3>\n<table>\n<thead>\n<tr>\n<th>\uc9c0\ud45c<\/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>7,543.64<\/td>\n<td><strong>+0.81%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5<\/td>\n<td>26,206.89<\/td>\n<td><strong>+1.30%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\ub2e4\uc6b0<\/td>\n<td>52,487.41<\/td>\n<td>+0.27% (+139.02)<\/td>\n<\/tr>\n<tr>\n<td>SOXX (\ubc18\ub3c4\uccb4 ETF)<\/td>\n<td>\u2014<\/td>\n<td><strong>+5.1%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>VIX<\/td>\n<td>16.77<\/td>\n<td>\u22120.77% (\uc7a5\uc911 18 \uc0c1\ud68c \ud6c4 \ubc18\ub77d)<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 10Y<\/td>\n<td>4.58%<\/td>\n<td>+1bp (4\uc8fc \ucd5c\uace0 \uc218\uc900 \uc720\uc9c0, 30Y\ub294 5% \uc704)<\/td>\n<\/tr>\n<tr>\n<td>WTI<\/td>\n<td>$72.08<\/td>\n<td>\u22122.0% (Brent $76.30, \u22122.2%)<\/td>\n<\/tr>\n<tr>\n<td>\uae08<\/td>\n<td>$4,101<\/td>\n<td>+0.74% (\uc0ac\uc0c1 \ucd5c\uace0\uad8c)<\/td>\n<\/tr>\n<tr>\n<td>\uc6d0\/\ub2ec\ub7ec<\/td>\n<td>1,506.10<\/td>\n<td>+7.60\uc6d0 (7\/9 \uc11c\uc6b8 15:30 \ub9e4\ub9e4\uae30\uc900\uc728)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\ubc18\ub3c4\uccb4\uac00 \uc9c0\uc218 \uc0c1\uc2b9\uc744 \uc8fc\ub3c4 \u2014 \uc9c1\uc804 \ud55c \uc8fc \u22128% \ubc00\ub838\ub358 SOXX\uc758 \uae09\ubc18\ub4f1. \ubbf8\u00b7\uc774\ub780 \ucda9\ub3cc \uc9c0\uc18d\uc5d0\ub3c4 \uc704\ud5d8\uc120\ud638\uac00 \ud68c\ubcf5\ub410\ub2e4.<\/li>\n<li>\uc720\ub7fd STOXX600\ub3c4 \ubc18\ub3c4\uccb4 \uc628\uae30 \uc804\uc774\ub85c 3\uac70\ub798\uc77c \ud558\ub77d\uc744 \ub04a\uace0 \ubc18\ub4f1 \ucd9c\ubc1c(7\/9 \uc7a5\uc911, ASML\u00b7\uc778\ud53c\ub2c8\uc5b8 \uac15\uc138 \u2014 \uc9c0\ub09c AM \ub9ac\ud3ec\ud2b8 \ucc38\uc870).<\/li>\n<\/ul>\n<p><strong>[\uad00\uce21]<\/strong> \uc9c0\ub09c AM \ub9ac\ud3ec\ud2b8\uc758 \uc9c8\ubb38 \u2014 &quot;\ubbf8\uad6d\uc740 \ubc18\ub3c4\uccb4 \ubc18\ub4f1\uc744 \ub530\ub77c\uac08\uae4c, \uae08\ub9ac\ub97c \ub530\ub77c\uac08\uae4c&quot; \u2014 \ub2f5\uc740 <strong>\ubc18\ub3c4\uccb4<\/strong>\uc600\ub2e4. 10Y\uac00 4.58%\uc5d0 \uba38\ubb34\ub294 \ub3d9\uc548 \uc8fc\uc2dd\uc740 \uc704\ud5d8\uc120\ud638\ub97c \ud68c\ubcf5. \ub2e4\ub9cc VIX\uac00 \uc7a5\uc911 18\uc744 \ub118\uc5c8\ub2e4 \ub0b4\ub824\uc628 \uac83\uc774 \ubcf4\uc5ec\uc8fc\ub4ef \ud68c\ubcf5\uc758 \uce35\uc740 \uc544\uc9c1 \uc587\ub2e4.<\/p>\n<hr>\n<h2>2. \uc624\ub298\uc758 \ud575\uc2ec \u2014 SK\ud558\uc774\ub2c9\uc2a4 $29B \ub098\uc2a4\ub2e5 IPO, \uacf5\ubaa8\uac00 \ud655\uc815 D-day<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<ul>\n<li>SK\ud558\uc774\ub2c9\uc2a4, \ub098\uc2a4\ub2e5 ADR \uc0c1\uc7a5(\ud2f0\ucee4 <strong>SKHY<\/strong>)\uc73c\ub85c \ucd5c\ub300 <strong>$29.4B(\uc57d 45\uc870\uc6d0)<\/strong> \uc870\ub2ec \ucd94\uc9c4. \uc131\uc0ac \uc2dc \uc5ed\ub300 \ub450 \ubc88\uc9f8 \uaddc\ubaa8\uc758 \uc8fc\uc2dd \uacf5\ubaa8(\uc678\uc2e0 \ubcf4\ub3c4 \uae30\uc900).<\/li>\n<li>\uacf5\ubaa8\uac00 \ud655\uc815: <strong>\ubbf8\uad6d \uae08\uc694\uc77c 7\/10<\/strong> (\ud55c\uad6d \ud1a0\uc694\uc77c \uc0c8\ubcbd). \uc8fc\uad00: BofA\u00b7\uc528\ud2f0\u00b7\uace8\ub4dc\ub9cc\uc0ad\uc2a4\u00b7JP\ubaa8\uac74.<\/li>\n<li>\ud380\ub354\uba58\ud138: HBM \uc810\uc720\uc728 \uc57d 60%, 1\ubd84\uae30 \ub9e4\ucd9c YoY +198%. \uc870\ub2ec \uc790\uae08\uc740 \uc6a9\uc778 \ud074\ub7ec\uc2a4\ud130(2027~ \uac00\ub3d9)\uc640 \ubbf8\uad6d \uc778\ub514\uc560\ub098 \ud328\ud0a4\uc9d5 \uacf5\uc7a5($4B)\uc5d0 \ud22c\uc785 \uc608\uc815.<\/li>\n<\/ul>\n<p><strong>[\uad00\uce21]<\/strong><\/p>\n<ul>\n<li>\uc5b4\uc81c \ubbf8\uad6d \ubc18\ub3c4\uccb4 +5% \ub7a0\ub9ac\uc758 \uc7ac\ub8cc \uc911 \ud558\ub098\ub85c &quot;SK\ud558\uc774\ub2c9\uc2a4 \uae08\uc694\uc77c \uacf5\ubaa8\uac00 \ud655\uc815&quot;\uc774 \uc9c0\ubaa9\ub410\ub2e4(TheStreet). IPO \uc218\uc694 \ud655\uc778 \uacfc\uc815 \uc790\uccb4\uac00 \uc139\ud130 \ud22c\uc2ec\uc744 \ub370\uc6b0\ub294 \uc911.<\/li>\n<li>KOSPI\uac00 6\uc6d4 \ud558\uc21c \uc0ac\uc0c1 \ucd5c\uace0\uce58 \ub300\ube44 \u221220%\ub300 \uc870\uc815(\uae30\uc220\uc801 \ubca0\uc5b4\ub9c8\ucf13, 7\/8 \uc9c4\uc785)\uc5d0 \ub4e4\uc5b4\uac04 \ubc14\ub85c \uadf8 \uc8fc\uc5d0 \uc5ed\ub300\uae09 \uacf5\ubaa8\uac00 \uc9c4\ud589\ub418\ub294 \ud0c0\uc774\ubc0d.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong><\/p>\n<ul>\n<li>\uc774\ubc88 IPO\ub294 \uc0ac\uc2e4\uc0c1 <strong>&quot;AI \ubc18\ub3c4\uccb4 \ubc38\ub958\uc5d0\uc774\uc158\uc5d0 \ub300\ud55c \uae00\ub85c\ubc8c \uae30\uad00\ud22c\uc790\uc790 \ud22c\ud45c&quot;<\/strong>\ub2e4. \ucd5c\uadfc \uc870\uc815\uc758 \ubcf8\uc9c8\uc740 AI \uc218\uc694 \ubd80\uc815\uc774 \uc544\ub2c8\ub77c <em>\uc2e4\uc801 \uc131\uc7a5 \uc18d\ub3c4 vs \ubc38\ub958\uc5d0\uc774\uc158<\/em>\uc758 \uc7ac\uc810\uac80\uc774\uc5c8\ub2e4 \u2014 \uc0bc\uc131\uc804\uc790\uac00 7\/7 \ubd84\uae30 \ucd5c\ub300 \uc2e4\uc801(\ub9e4\ucd9c 171\uc870\u00b7\uc601\uc5c5\uc775 89.4\uc870)\uc744 \ub0b4\uace0\ub3c4 \uc8fc\uac00\uac00 \ubc00\ub9b0 \uac83\uc774 \uadf8 \uc99d\uac70.<\/li>\n<li>\uacf5\ubaa8\uac00\uac00 \ud76c\ub9dd\ubc34\ub4dc \uc0c1\ub2e8\uc5d0\uc11c \ud655\uc815\ub418\uace0 \uc218\uc694\uac00 \ub118\uce58\uba74 &quot;\uc870\uc815\uc740 \uacfc\ud588\ub2e4&quot;\ub294 \ub17c\ub9ac\uac00, \ud765\ud589\uc774 \ubbf8\uc9c0\uadfc\ud558\uba74 &quot;\uc5ed\uc2dc \ube44\uc30c\ub2e4&quot;\ub294 \ub17c\ub9ac\uac00 \ud798\uc744 \uc5bb\ub294\ub2e4. \uc624\ub298 \ud55c\uad6d\uc7a5\uc5d0\uc11c SK\ud558\uc774\ub2c9\uc2a4\u00b7\uc0bc\uc131\uc804\uc790\uac00 SOXX +5.1%\ub97c \uc5b4\ub290 \uac15\ub3c4\ub85c \ubc18\uc601\ud558\ub294\uc9c0\uac00 \uadf8 \uc608\uace0\ud3b8.<\/li>\n<\/ul>\n<blockquote>\n<p>\ud83d\udcd6 <strong>\uc6a9\uc5b4 \ud55c \uc904 \u2014 ADR(\ubbf8\uad6d\uc8fc\uc2dd\uc608\ud0c1\uc99d\uc11c)<\/strong>: \ud574\uc678 \uae30\uc5c5 \uc8fc\uc2dd\uc744 \ubbf8\uad6d \uac70\ub798\uc18c\uc5d0\uc11c \ub2ec\ub7ec\ub85c \uc0ac\uace0\ud314 \uc218 \uc788\uac8c \ub9cc\ub4e0 \uc99d\uc11c. \uad6d\ub0b4 \uc6d0\uc8fc \uac00\uaca9\uacfc \uc5f0\ub3d9\ub418\ubbc0\ub85c, ADR \ud765\ud589\uc740 \uace7 \uc6d0\uc8fc \uc218\uae09\uc5d0\ub3c4 \uc2e0\ud638\uac00 \ub41c\ub2e4.<\/p>\n<\/blockquote>\n<hr>\n<h2>3. \ub450 \ubc88\uc9f8 \ubcc0\uc218 \u2014 \uc218\uae09 \ud798\uaca8\ub8e8\uae30, \uadf8\ub9ac\uace0 1,500\uc6d0\ub300 \uc6d0\ud654<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong> 7\/9 KOSPI:<\/p>\n<ul>\n<li>\uc218\uae09: \uac1c\uc778 <strong>\u22121.33\uc870<\/strong> \/ \uae30\uad00 <strong>+1.29\uc870<\/strong> \/ \uc678\uad6d\uc778 +1,375\uc5b5 (\uc21c\ub9e4\ub9e4)<\/li>\n<li>\uc7a5\uc911: \uac1c\uc7a5 +3.31%(7,486.64) \u2192 7,500 \uc0c1\ud68c \u2192 <strong>7,063.76<\/strong>\uae4c\uc9c0 \uae09\ub77d \u2192 7,291.91(+0.62%) \ub9c8\uac10. \uc7a5\uc911 \uc9c4\ud3ed \uc57d 6%.<\/li>\n<li>\uc6d0\/\ub2ec\ub7ec 1,506.10(+7.60). KOSPI\ub294 \uc870\uc815\uc5d0\ub3c4 YTD +70%\ub300.<\/li>\n<\/ul>\n<p><strong>[\uad00\uce21]<\/strong><\/p>\n<ul>\n<li>\uae09\ub77d \uad6d\uba74\uc758 \uc775\uc219\ud55c \uad6c\ub3c4(&quot;\uc678\uad6d\uc778 \ud22c\ub9e4 vs \uac1c\uc778 \uc800\uac00 \ub9e4\uc218&quot;)\uac00 \uc544\ub2c8\ub77c \uc815\ubc18\ub300 \u2014 <strong>\uac1c\uc778\uc774 \ub358\uc9c0\uace0 \uae30\uad00\u00b7\uc678\uad6d\uc778\uc774 \ubc1b\ub294<\/strong> \ubaa8\uc591. 2\ub144 \uc5f0\uc18d \uae09\ub4f1(\uc791\ub144 +75%) \uc774\ud6c4\uc758 \ucc28\uc775 \uc2e4\ud604\uacfc \ub808\ubc84\ub9ac\uc9c0 \uc815\ub9ac \uc131\uaca9\uc774 \uc9d9\ub2e4.<\/li>\n<li>\uc8fc\uac00 \ubc18\ub4f1\uc77c\uc5d0\ub3c4 \uc6d0\ud654\ub294 \uc57d\uc138 \u2014 \ubc18\ub3c4\uccb4 \ub7a0\ub9ac\ub85c \ubab0\ub838\ub358 \uc790\uae08\uc758 \ub418\uac10\uae30 \ud750\ub984\uc774 \ud658\uc728\uc5d0 \ub0a8\uc544 \uc788\ub2e4.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong><\/p>\n<ul>\n<li>\uc7a5\uc911 \uc9c4\ud3ed 6%\ub294 \ubc29\ud5a5\uc774 \uc544\uc9c1 \uc815\ud574\uc9c0\uc9c0 \uc54a\uc558\ub2e4\ub294 \ub73b. \uc624\ub298\uc740 \uc9c0\uc218 \ub4f1\ub77d\ub960\ubcf4\ub2e4 <strong>\uac1c\uc778 \uc21c\ub9e4\ub3c4 \uaddc\ubaa8\uac00 \uc904\uc5b4\ub4dc\ub294\uc9c0<\/strong>\uac00 \ubc14\ub2e5 \uc2e0\ud638\ub85c \ub354 \uc911\uc694\ud558\ub2e4.<\/li>\n<li>\ud658\uc728 1,500\uc6d0\ub300\ub294 \ud55c\uc740\uc5d0 \uc774\uc911 \ubd80\ub2f4(\uc218\uc785\ubb3c\uac00\u00b7\uc790\ubcf8\uc720\ucd9c) \u2014 7\/16 \uae08\ud1b5\uc704 \uc778\uc0c1 \ucee8\uc13c\uc11c\uc2a4\uac00 \uac15\ud574\uc9c4 \ubc30\uacbd. \uc778\uc0c1\uc740 \uc6d0\ud654\uc758 \ubc29\uc5b4\ub9c9\uc774\uc9c0\ub9cc \uc8fc\uc2dd\uc5d4 \ub2e8\uae30 \uc5ed\ud48d\uc774 \ub420 \uc218 \uc788\ub294 \uc870\ud569\uc774\ub77c\ub294 \uc810\ub3c4 \uac19\uc774 \ubd10\uc57c \ud55c\ub2e4.<\/li>\n<\/ul>\n<hr>\n<h2>4. \uac70\uc2dc\u00b7\uc815\ucc45 \ubc30\uacbd \u2014 \uacf5\uc2b5\uc5d0\ub3c4 \ube60\uc9c0\ub294 \uc720\uac00, \ub9e4\ud30c \uc5f0\uc900, \uc0ac\uc0c1 \ucd5c\uace0 \uae08<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<ul>\n<li><strong>\ubbf8\u00b7\uc774\ub780<\/strong>: \ud638\ub974\ubb34\uc988 \ud574\ud611 \uc0c1\uc120 3\ucc99 \ud53c\uaca9 \u2192 \ubbf8\uad6d, \uc774\ub780 \uacf5\uc2b5 \uc7ac\uac1c + \uc774\ub780\uc0b0 \uc6d0\uc720 \uc81c\uc7ac \uc720\uc608 \ucca0\ud68c(7\/7~8). \uc720\uac00\ub294 \uc774\ud2c0 +3%\ub300 \uae09\ub4f1 \ud6c4 7\/9 \ubc18\ub77d (WTI $72.08).<\/li>\n<li><strong>\uc5f0\uc900<\/strong>: 6\uc6d4 FOMC \uc758\uc0ac\ub85d(7\/8 \uacf5\uac1c) \ub9e4\ud30c\uc801 \u2014 \uc778\ud50c\ub808 \uc0c1\ubc29 \ub9ac\uc2a4\ud06c \uac15\uc870, \uc77c\ubd80 \uc704\uc6d0 \ucd94\uac00 \uc778\uc0c1 \uc5b8\uae09. 10Y 4.58%, 30Y 5% \uc0c1\ud68c.<\/li>\n<li><strong>\uae08<\/strong>: $4,101 \uc0ac\uc0c1 \ucd5c\uace0\uad8c.<\/li>\n<\/ul>\n<p><strong>[\uad00\uce21]<\/strong> \uc720\uac00 \uc804\ub9dd \ucee8\uc13c\uc11c\uc2a4\ub294 &quot;Brent \ud5a5\ud6c4 \ud55c \ub2ec $75~85 \ub808\uc778\uc9c0, \uc644\ub9cc\ud55c \uc0c1\ubc29&quot;(\ub85c\uc774\ud130 \uc778\uc6a9 \ubcf4\ub3c4) \u2014 \ucda9\ub3cc\uacfc \uc18c\uac15\uc774 \ubc18\ubcf5\ub418\ub418 \ud638\ub974\ubb34\uc988 \uc804\uba74 \ubd09\uc1c4\ub294 \uc5c6\ub2e4\ub294 \uc2dc\ub098\ub9ac\uc624\uac00 \uc8fc\ub958.<\/p>\n<p><strong>[\ud574\uc11d]<\/strong> &quot;\uacf5\uc2b5 \uc0ac\ud758\uc9f8 + \uc720\uac00 \u22122% + \uae08 \uc0ac\uc0c1 \ucd5c\uace0&quot;\uc758 \uc870\ud569\uc740 \uc2dc\uc7a5\uc774 \uc9c0\uc815\ud559\uc744 <em>\uaf2c\ub9ac \ub9ac\uc2a4\ud06c<\/em>\ub85c\ub9cc \ud5e4\uc9c0\ud558\uace0 \uc788\ub2e4\ub294 \ub73b\uc774\ub2e4. \ubcf8\ud3b8 \ub9ac\uc2a4\ud06c\ub294 \uc5ec\uc804\ud788 <strong>\uae08\ub9ac\uc640 \uc2e4\uc801<\/strong> \u2014 \uadf8\ub798\uc11c 7\/14(\ud654) \u7f8e CPI\uac00 \uc774\ubc88 \uc870\uc815 \uad6d\uba74\uc758 \ub2e4\uc74c \ubcc0\uace1\uc810\uc774\ub2e4. \ub9e4\ud30c \uc758\uc0ac\ub85d \uc9c1\ud6c4\uc758 CPI\ub77c \ubbfc\uac10\ub3c4\uac00 \ud3c9\uc18c\ubcf4\ub2e4 \ub192\ub2e4.<\/p>\n<hr>\n<h2>5. \ub2e4\uc74c \ud55c\uad6d\uc7a5 (7\/10 \uae08 KST) \ud504\ub9ac\ubdf0 \u2014 \uccb4\ud06c\ud3ec\uc778\ud2b8 4\uac00\uc9c0<\/h2>\n<ol>\n<li><strong>SK\ud558\uc774\ub2c9\uc2a4\u00b7\uc0bc\uc131\uc804\uc790 \uac1c\uc7a5 \uac15\ub3c4<\/strong> \u2014 \u7f8e SOXX +5.1% \ubc18\uc601 \uc815\ub3c4. \uacf5\ubaa8\uac00 \ud655\uc815 \uc804 \ub9c8\uc9c0\ub9c9 \uad6d\ub0b4 \uac70\ub798\uc77c.<\/li>\n<li><strong>KOSPI 7,300 \uc548\ucc29<\/strong> \u2014 \uc5b4\uc81c \uac19\uc740 \uc7a5\uc911 \uae09\ubcc0\ub3d9(7,063~7,500) \uc7ac\uc5f0 \uc5ec\ubd80. \uc9c4\ud3ed \ucd95\uc18c \uc790\uccb4\uac00 \uc548\uc815 \uc2e0\ud638.<\/li>\n<li><strong>\uac1c\uc778 \uc21c\ub9e4\ub3c4 \uc9c4\uc815<\/strong> \u2014 \uc5b4\uc81c \u22121.33\uc870\uc758 \ud6c4\uc18d. \uae30\uad00 \ub9e4\uc218 \uc5ec\ub825\uacfc\uc758 \uade0\ud615\uc774 \ub2e8\uae30 \ubc14\ub2e5\uc744 \uacb0\uc815.<\/li>\n<li><strong>\uc6d0\/\ub2ec\ub7ec 1,500\uc6d0\ub300<\/strong> \u2014 \uc9c0\uc218\uac00 \ubc18\ub4f1\ud574\ub3c4 \ud658\uc728\uc774 \uc548 \ub0b4\ub824\uc624\uba74 \uc678\uad6d\uc778 \ubcf8\uaca9 \ubcf5\uadc0\ub294 \ub2a6\uc5b4\uc9c4\ub2e4.<\/li>\n<\/ol>\n<hr>\n<h2>\uc774\ubca4\ud2b8 \uce98\ub9b0\ub354 (KST \uae30\uc900)<\/h2>\n<table>\n<thead>\n<tr>\n<th>\ub0a0\uc9dc<\/th>\n<th>\uc774\ubca4\ud2b8<\/th>\n<th>D-N<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>7\/10(\uae08)~\ud1a0 \uc0c8\ubcbd<\/td>\n<td>SK\ud558\uc774\ub2c9\uc2a4 SKHY \uacf5\ubaa8\uac00 \ud655\uc815 (\ubbf8\uad6d \uae08\uc694\uc77c)<\/td>\n<td><strong>D-day<\/strong><\/td>\n<\/tr>\n<tr>\n<td>7\/14(\ud654) 21:30<\/td>\n<td>\u7f8e 6\uc6d4 CPI<\/td>\n<td>D-4<\/td>\n<\/tr>\n<tr>\n<td>7\/14(\ud654)~15(\uc218)<\/td>\n<td>\u7f8e \uc740\ud589 \uc5b4\ub2dd\uc2dc\uc98c \uac1c\ub9c9 (\uc528\ud2f0\u00b7WFC\u00b7GS\u00b7MS \u2192 JPM\u00b7BofA)<\/td>\n<td>D-4<\/td>\n<\/tr>\n<tr>\n<td>7\/16(\ubaa9)<\/td>\n<td>\ud55c\uad6d\uc740\ud589 \uae08\ud1b5\uc704 \u2014 \uc778\uc0c1(2.50\u21922.75%) \ucee8\uc13c\uc11c\uc2a4<\/td>\n<td>D-6<\/td>\n<\/tr>\n<tr>\n<td>7\/29(\uc218) ET<\/td>\n<td>7\uc6d4 FOMC (\uacb0\uacfc\ub294 \ud55c\uad6d 7\/30 \ubaa9 \uc0c8\ubcbd)<\/td>\n<td>D-20<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr>\n<h2>\uc815\uc815 \uc0ac\ud56d<\/h2>\n<ul>\n<li>\uc5c6\uc74c.<\/li>\n<\/ul>\n<hr>\n<h2>Sources<\/h2>\n<ul>\n<li><a href=\"https:\/\/finance.yahoo.com\/markets\/live\/stock-market-today-thursday-july-9-us-strikes-iran-dow-sp-nasdaq-223149196.html\">Yahoo Finance \u2014 Stock market today (7\/9)<\/a><\/li>\n<li><a href=\"https:\/\/www.thestreet.com\/stock-market-today\/stock-market-today-dow-jones-sp-500-nasdaq-updates-july-9-2026\">TheStreet \u2014 Stock Market Today (July 9, 2026)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/09\/kospi-bear-territory-ai-samsung-skhynix-chipmakers.html\">CNBC \u2014 Kospi bear territory: AI, Samsung, SK hynix<\/a><\/li>\n<li><a href=\"https:\/\/www.koreajoongangdaily.com\/business\/kospi-inches-up-062-as-institutional-buying-offsets-aipowered-selloff\/12764970\">Korea JoongAng Daily \u2014 Kospi 7\/9 \ub9c8\uac10\u00b7\uc218\uae09<\/a><\/li>\n<li><a href=\"https:\/\/en.sedaily.com\/markets\/2026\/07\/09\/kospi-ends-062-percent-higher-at-729191\">Seoul Economic Daily \u2014 KOSPI 7,291.91 \ub9c8\uac10<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/06\/24\/sk-hynix-nasdaq-adr-listing-south-korea.html\">CNBC \u2014 SK hynix Nasdaq ADR listing<\/a><\/li>\n<li><a href=\"https:\/\/www.gurufocus.com\/news\/8944948\/sk-hynix-skhy-plans-28b-ipo-with-1779m-ads-offering\">GuruFocus \u2014 SKHY $28~29B ADS offering<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/09\/oil-rises-as-iran-us-tensions-raise-concerns-over-supply-disruptions-.html\">CNBC \u2014 Oil eases after spiking on fresh U.S. strikes against Iran<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/united-states\/government-bond-yield\">Trading Economics \u2014 US 10Y<\/a><\/li>\n<li><a href=\"https:\/\/www.snmnews.com\/news\/articleView.html?idxno=571856\">\ucca0\uac15\uae08\uc18d\uc2e0\ubb38 \u2014 7\/9 \uc6d0\/\ub2ec\ub7ec 1,506.10<\/a><\/li>\n<li><a href=\"https:\/\/news.samsung.com\/kr\/\">\uc0bc\uc131\uc804\uc790 \ub274\uc2a4\ub8f8 \u2014 2026 2\ubd84\uae30 \uc7a0\uc815\uc2e4\uc801<\/a><\/li>\n<li><a href=\"https:\/\/www.hankyung.com\/article\/2026052842817\">\ud55c\uad6d\uacbd\uc81c \u2014 \ud55c\uc740 7\uc6d4 \uc778\uc0c1 \uc804\ub9dd<\/a><\/li>\n<li><a href=\"https:\/\/www.schwab.com\/learn\/story\/stock-market-update-open\">Schwab Market Update \u2014 Strait attacks flare but chips lead<\/a><\/li>\n<\/ul>\n<hr>\n<p><em>\ubcf8 \ub9ac\ud3ec\ud2b8\ub294 \uc2dc\uc7a5 \ud574\uc11d\u00b7\uad50\uc721 \ubaa9\uc801\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>\ubbf8\uad6d\uc774 \ubc18\ub3c4\uccb4\ub85c \ud654\ub2f5\ud588\ub2e4. \ub098\uc2a4\ub2e5 +1.30%(26,206.89), S&amp;P500 +0.81%(7,543.64), \ubc18\ub3c4\uccb4 ETF SOXX +5.1%. \uc5b4\uc81c \ud55c\uad6d\u00b7\uc77c\ubcf8\ubc1c \ubc18\ub3c4\uccb4 \ubc18\ub4f1\uc774 \ubbf8\uad6d\uc73c\ub85c \ub9b4\ub808\uc774\ub410\ub2e4. \uc624\ub298 \ud55c\uad6d\uc7a5 \ubc18\ub4f1 \uc9c0\uc18d\uc758 \ucd5c\ub300 \uba85\ubd84. \uc624\ub298\uc758 \ud575\uc2ec\uc740 SK\ud558\uc774\ub2c9\uc2a4 \ub098\uc2a4\ub2e5 IPO. \ubbf8\uad6d \uae08\uc694\uc77c 7\/10(\ud55c\uad6d \ud1a0 \uc0c8\ubcbd) \ucd5c\ub300 $29.4B ADR \uacf5\ubaa8\uac00 \ud655\uc815 \u2014 \uc131\uc0ac \uc2dc \uc5ed\ub300 \ub450 \ubc88\uc9f8 \uaddc\ubaa8 \uacf5\ubaa8(\uc678\uc2e0 \ubcf4\ub3c4 \uae30\uc900). \ud765\ud589 \uac15\ub3c4\uac00 \ucd5c\uadfc &quot;AI \ubc38\ub958\uc5d0\uc774\uc158 \uc7ac\uc810\uac80&quot;\uc5d0 \ub300\ud55c&#8230;<\/p>\n","protected":false},"author":1,"featured_media":296,"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-301","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\/301","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=301"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/301\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/296"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=301"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=301"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=301"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}