{"id":307,"date":"2026-07-10T12:50:28","date_gmt":"2026-07-10T12:50:28","guid":{"rendered":"https:\/\/wecansurvive.ca\/?p=307"},"modified":"2026-07-10T12:50:28","modified_gmt":"2026-07-10T12:50:28","slug":"2026-07-10%ea%b8%88-%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=307","title":{"rendered":"2026.07.10(\uae08) \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>\uc624\ub298\uc758 \ud575\uc2ec\uc740 \ub2e8\uc5f0 SK\ud558\uc774\ub2c9\uc2a4 \ub098\uc2a4\ub2e5 \ub370\ubdd4.<\/strong> \uacf5\ubaa8\uac00 <strong>$149\/ADR<\/strong> \ud655\uc815, 1.779\uc5b5 ADR\ub85c <strong>$26.5B(\uc57d 40\uc870\uc6d0)<\/strong> \uc870\ub2ec \u2014 2014\ub144 \uc54c\ub9ac\ubc14\ubc14($25B)\ub97c \ub118\uc5b4 <strong>\uc678\uad6d\uae30\uc5c5 \ubbf8\uad6d \uc0c1\uc7a5 \uc0ac\uc0c1 \ucd5c\ub300<\/strong>. \uccad\uc57d\uc740 <strong>7\ubc30 \ucd08\uacfc<\/strong>, \uc218\uc694 \uc57d $200B. \uc624\ub298 06:30 PDT \uccab \uac70\ub798(\ud2f0\ucee4 SKHY).<\/li>\n<li><strong>\ud55c\uad6d\uc7a5\uc740 \uc774\ud2c0\uc9f8 \ubc18\ub4f1\uc73c\ub85c \ud654\ub2f5.<\/strong> KOSPI <strong>+2.52%(7,475.94)<\/strong>, \uc7a5\uc911 +5.7%\uae4c\uc9c0 \uc62c\ub77c \ub9e4\uc218 \uc0ac\uc774\ub4dc\uce74(\uc774\ubc88 \uc8fc \uc138 \ubc88\uc9f8) \ubc1c\ub3d9 \ud6c4 \uc624\ud6c4 \ucc28\uc775\uc2e4\ud604. \uc5b4\uc81c \uc9da\uc740 \uccb4\ud06c\ud3ec\uc778\ud2b8 4\uac1c \uc911 3\uac1c \uac1c\uc120 \u2014 \uac1c\uc778 \uc21c\ub9e4\ub3c4 \u22121.33\uc870\u2192<strong>\u22120.77\uc870<\/strong>, \uc6d0\ud654 <strong>1,501.40(\u22124.7\uc6d0)<\/strong> \uac15\uc138 \uc804\ud658, 7,300 \uc548\ucc29.<\/li>\n<li><strong>\ubbf8\uad6d \uc120\ubb3c\uc740 \uc228\uace0\ub974\uae30.<\/strong> S&amp;P \u22120.1%\u00b7\ub098\uc2a4\ub2e5100 \u22120.4%\u00b7\ub2e4\uc6b0 +0.2%(07:45 ET), \ubc18\ub3c4\uccb4\uac00 \ud504\ub9ac\uc7a5\uc5d0\uc11c \ucc28\uc775\uc2e4\ud604 \u2014 \uc5b4\uc81c SOXX +5.1% \uc628\uae30\ub97c SKHY\uac00 \ud761\uc218\ud558\ub294 \uad6c\ub3c4.<\/li>\n<li><strong>\uae08\ub9ac\u00b7\uc720\uac00 \uc9c4\uc815.<\/strong> \u7f8e 10Y <strong>4.54%<\/strong>\ub85c \uc774\ud2c0\uc9f8 \ud558\ub77d, WTI <strong>$72.17<\/strong> \uc548\uc815. \ubbf8\u00b7\uc774\ub780 &quot;\uae30\uc220\uc801 \ud611\uc0c1 \uc9c0\uc18d&quot; \ubcf4\ub3c4\uc5d0 \ud655\uc804 \uacf5\ud3ec \ud6c4\ud1f4. \uae08\uc740 $4,100 \ubcf4\ud569 \u2014 \uaf2c\ub9ac \ud5e4\uc9c0\ub294 \uc720\uc9c0.<\/li>\n<li><strong>\ub2e4\uc74c \uc8fc\uac00 \ubcf8\ud3b8<\/strong> \u2014 7\/14(\ud654) \u7f8e 6\uc6d4 CPI + \uc740\ud589 \uc5b4\ub2dd\uc2dc\uc98c \uac1c\ub9c9, \ud55c\uad6d \uae08\ud1b5\uc704(\ubc34\ucfe0\ubc84 7\/15 \uc218 \uc800\ub141).<\/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) \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_1-14.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_2-14.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_3-14.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_4-14.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_5-14.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 05:45 PDT (\ud55c\uad6d 7\/10 21:45 KST) \u00b7 \ub300\uc0c1: 7\/10(\uae08) \ubbf8\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. \ud55c\uad6d\u00b7\uc544\uc2dc\uc544 \ub9c8\uac10 + \uc720\ub7fd\u00b7\ubbf8 \uc120\ubb3c (\ubc34\ucfe0\ubc84 7\/10 \uc0c8\ubcbd \uae30\uc900)<\/h2>\n<h3>\uc0ac\uc2e4 \u2014 \uc544\uc2dc\uc544 \ub9c8\uac10 (7\/10 \ud604\uc9c0 \ub9c8\uac10 = \ubc34\ucfe0\ubc84 7\/9 \ubc24~7\/10 \uc0c8\ubcbd)<\/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>KOSPI<\/td>\n<td>7,475.94<\/td>\n<td><strong>+2.52%<\/strong> (+184.03)<\/td>\n<\/tr>\n<tr>\n<td>\ub2db\ucf00\uc774 225<\/td>\n<td>68,557.73<\/td>\n<td><strong>+1.20%<\/strong> (\uc18c\ud504\ud2b8\ubc45\ud06c +10%)<\/td>\n<\/tr>\n<tr>\n<td>\ud56d\uc14d<\/td>\n<td>24,175.12<\/td>\n<td>+0.60%<\/td>\n<\/tr>\n<tr>\n<td>\uc0c1\ud574\uc885\ud569<\/td>\n<td>3,996.16<\/td>\n<td>\u22121.0% (4,000\uc120 \ud558\ud68c)<\/td>\n<\/tr>\n<tr>\n<td>\uc6d0\/\ub2ec\ub7ec<\/td>\n<td>1,501.40<\/td>\n<td><strong>\u22124.7\uc6d0<\/strong> (7\/10 15:30 KST, \uc6d0 \uac15\uc138)<\/td>\n<\/tr>\n<tr>\n<td>\ud55c\uad6d \uad6d\uace0\ucc44 3Y<\/td>\n<td>3.768%<\/td>\n<td>\u22121bp<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>\uc0ac\uc2e4 \u2014 \uc720\ub7fd \uc7a5\uc911\u00b7\ubbf8 \uc120\ubb3c\u00b7\uae30\ud0c0 (\ubc34\ucfe0\ubc84 7\/10 04:00~04:45 PDT \uae30\uc900)<\/h3>\n<table>\n<thead>\n<tr>\n<th>\uc9c0\ud45c<\/th>\n<th>\uc218\uce58<\/th>\n<th>\ub4f1\ub77d<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>FTSE100 \/ DAX \/ CAC<\/td>\n<td>10,477.96 \/ 25,136.53 \/ 8,328.24<\/td>\n<td>+0.1% \/ +0.1% \/ \ubcf4\ud569<\/td>\n<\/tr>\n<tr>\n<td>S&amp;P500 \uc120\ubb3c<\/td>\n<td>\u2014<\/td>\n<td>\u22120.1%<\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5100 \uc120\ubb3c<\/td>\n<td>\u2014<\/td>\n<td><strong>\u22120.4%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\ub2e4\uc6b0 \uc120\ubb3c<\/td>\n<td>\u2014<\/td>\n<td>+0.2%<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 10Y<\/td>\n<td><strong>4.54%<\/strong><\/td>\n<td>\uc774\ud2c0\uc9f8 \ud558\ub77d (7\/8 4.58%)<\/td>\n<\/tr>\n<tr>\n<td>WTI \/ Brent<\/td>\n<td>$72.17 \/ $76.47<\/td>\n<td>+0.1% \/ +0.2%<\/td>\n<\/tr>\n<tr>\n<td>\uae08<\/td>\n<td>$4,100\ub300<\/td>\n<td>\ubcf4\ud569 (\uc8fc\uac04 \uac70\uc758 \ubcc0\ub3d9 \uc5c6\uc74c, \uc0ac\uc0c1 \ucd5c\uace0\uad8c)<\/td>\n<\/tr>\n<tr>\n<td>BTC<\/td>\n<td>$64,453<\/td>\n<td>+3.0%<\/td>\n<\/tr>\n<tr>\n<td>VIX<\/td>\n<td>16.77<\/td>\n<td>(7\/9 \ubbf8\uad6d \ub9c8\uac10 \uae30\uc900)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\ud55c\uad6d \uc218\uae09(7\/10): \uae30\uad00 <strong>+1.13\uc870<\/strong> \/ \uac1c\uc778 <strong>\u22127,728\uc5b5<\/strong> \/ \uc678\uad6d\uc778 <strong>\u22123,226\uc5b5<\/strong> (\uc774\ud2c0 \uc21c\ub9e4\uc218 \ud6c4 \ub9e4\ub3c4 \uc804\ud658). \uc0c1\uc2b9 799 vs \ud558\ub77d 92 \uc885\ubaa9.<\/li>\n<li>\uc885\ubaa9: \uc0bc\uc131\uc804\uc790 +2.52%(285,000\uc6d0), SK\ud558\uc774\ub2c9\uc2a4 <strong>\u22120.27%<\/strong>(218\ub9cc\uc6d0, \uac1c\uc7a5 \uc0c1\uc2b9 \ud6c4 \ucc28\uc775\uc2e4\ud604), SK\uc2a4\ud018\uc5b4 +6.18%, \uc0bc\uc131\uc804\uae30 +6.1%.<\/li>\n<li>\uac1c\uc7a5 +3.57% \u2192 \uc7a5\uc911 \ucd5c\ub300 <strong>+5.7%<\/strong>\uc5d0\uc11c \ub9e4\uc218 \uc0ac\uc774\ub4dc\uce74(\ud504\ub85c\uadf8\ub7a8 \ub9e4\uc218 5\ubd84 \uc815\uc9c0, \uc774\ubc88 \uc8fc \uc138 \ubc88\uc9f8) \u2192 \uc624\ud6c4 \ucc28\uc775\uc2e4\ud604\ub85c +2.52% \ub9c8\uac10.<\/li>\n<\/ul>\n<p><strong>[\uad00\uce21]<\/strong> \ub300\uc2e0\uc99d\uad8c \uc774\uacbd\ubbfc \u2014 &quot;\uba54\ud0c0 \uc790\ubcf8\uc9c0\ucd9c \uacc4\ud68d\uacfc \ub9c8\uc774\ud06c\ub860 \ud22c\uc790 \uc804\ub9dd\uc774 \ubc18\ub3c4\uccb4 \uc5c5\ud669 \uc6b0\ub824\ub97c \uc644\ud654, SK\ud558\uc774\ub2c9\uc2a4 ADR \uc218\uc694 \ud638\uc870\uac00 \ubc18\ub3c4\uccb4 \ud22c\uc2ec\uc5d0 \uc0c1\uc2b9 \ub3d9\ub825&quot; (Yonhap \uc778\uc6a9).<\/p>\n<h3>\uc5b4\uc81c(7\/9 PM \ub9ac\ud3ec\ud2b8) \uccb4\ud06c\ud3ec\uc778\ud2b8 \ub2f5\uc548\uc9c0<\/h3>\n<table>\n<thead>\n<tr>\n<th>\uccb4\ud06c\ud3ec\uc778\ud2b8<\/th>\n<th>\uacb0\uacfc<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\u2460 \ubc18\ub3c4\uccb4 \uac1c\uc7a5 \uac15\ub3c4<\/td>\n<td>\uc0bc\uc131\uc804\uc790 +2.52%. SK\ud558\uc774\ub2c9\uc2a4\ub294 \ub370\ubdd4 \uc55e \ucc28\uc775\uc2e4\ud604 \u22120.27% \u2014 SOXX +5.1%\ub294 \uc9c0\uc218 \uc804\ubc18\uc73c\ub85c \ubc18\uc601<\/td>\n<\/tr>\n<tr>\n<td>\u2461 KOSPI 7,300 \uc548\ucc29<\/td>\n<td><strong>\uc548\ucc29<\/strong> (7,475.94). \ub2e4\ub9cc \uc7a5\uc911 \uc9c4\ud3ed\uc740 \uc5ec\uc804\ud788 \ud07c (+5.7%\u2192+2.52%)<\/td>\n<\/tr>\n<tr>\n<td>\u2462 \uac1c\uc778 \uc21c\ub9e4\ub3c4 \uc9c4\uc815<\/td>\n<td><strong>\u22121.33\uc870 \u2192 \u22120.77\uc870<\/strong>, \uc808\ubc18 \uac00\uae4c\uc774 \ucd95\uc18c. \ubc14\ub2e5 \uc2e0\ud638 \ucabd \ud55c \ud45c<\/td>\n<\/tr>\n<tr>\n<td>\u2463 \uc6d0\/\ub2ec\ub7ec 1,500\uc6d0\ub300<\/td>\n<td>1,501.40 <strong>\u22124.7\uc6d0, \uac15\uc138 \uc804\ud658<\/strong>. \ub2e8 1,500\uc120 \uc544\ub798\ub294 \uc544\uc9c1<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr>\n<h2>2. \uc624\ub298\uc758 \ud575\uc2ec \u2014 SK\ud558\uc774\ub2c9\uc2a4 $26.5B \ub370\ubdd4, &quot;AI \ubc38\ub958\uc5d0\uc774\uc158 \ud22c\ud45c&quot;\uc758 \uac1c\ud45c\uc77c<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<ul>\n<li>\uacf5\ubaa8\uac00 <strong>$149\/ADR<\/strong> \ud655\uc815(7\/9 \uc800\ub141 ET). ADR 1.779\uc5b5 \uc8fc \u00d7 $149 = <strong>$26.5B<\/strong> \uc870\ub2ec. ADR 1\uc8fc = \uc6d0\uc8fc 1\/10.<\/li>\n<li><strong>\uc678\uad6d\uae30\uc5c5 \ubbf8\uad6d \uc0c1\uc7a5 \uc0ac\uc0c1 \ucd5c\ub300<\/strong> \u2014 2014\ub144 \uc54c\ub9ac\ubc14\ubc14($25B)\ub97c 12\ub144 \ub9cc\uc5d0 \ucd94\uc6d4. \uc804\uccb4 \uacf5\ubaa8\ub85c\ub294 \uc9c0\ub09c\ub2ec SpaceX IPO\uc5d0 \uc774\uc740 \uc5ed\ub300 2\uc704(\uc678\uc2e0 \ubcf4\ub3c4 \uae30\uc900).<\/li>\n<li>\uccad\uc57d <strong>7\ubc30 \ucd08\uacfc<\/strong>, \uc218\uc694 \uc57d <strong>$200B<\/strong>. \ucf54\ub108\uc2a4\ud1a4 \ud22c\uc790\uc758\ud5a5 \u2014 Baillie Gifford\u00b7Coatue \ub4f1 \ud569\uc0b0 \ucd5c\ub300 $7B.<\/li>\n<li>\uc624\ub298 06:30 PDT(09:30 ET) \ub098\uc2a4\ub2e5 \uccab \uac70\ub798. \ud2f0\ucee4 <strong>SKHY<\/strong>(\uccab\ub0a0 \uc784\uc2dc SKHYV).<\/li>\n<li>$149\ub294 \uc11c\uc6b8 \ubaa9\uc694\uc77c \uc885\uac00 \ub300\ube44 \uc18c\ud3ed \ud504\ub9ac\ubbf8\uc5c4(AFP).<\/li>\n<\/ul>\n<p><strong>[\uad00\uce21]<\/strong><\/p>\n<ul>\n<li>\ud504\ub9ac\uc7a5 \ubc18\ub3c4\uccb4 \ud558\ub77d \u2014 SKHY \ub370\ubdd4\ub97c \uc55e\ub454 \ucc28\uc775\uc2e4\ud604\u00b7\uc218\uae09 \uc7ac\ubc30\uce58 \uc131\uaca9. \ub098\uc2a4\ub2e5100 \uc120\ubb3c \u22120.4%\uac00 \uc774\uac78 \ubc18\uc601.<\/li>\n<li>\uc5b4\uc81c PM \ub9ac\ud3ec\ud2b8\uc5d0\uc11c &quot;\ucd5c\ub300 $29.4B&quot; \ubcf4\ub3c4\ub97c \uc778\uc6a9\ud588\ub294\ub370, \ucd5c\uc885 \ud655\uc815\uce58\ub294 $26.5B \u2014 \uacf5\ubaa8 \uaddc\ubaa8 \uc0c1\ud55c \ubcf4\ub3c4\uc640 \ud655\uc815\uce58\uc758 \ucc28\uc774 (\uc815\uc815 \uc544\ub2cc \uc5c5\ub370\uc774\ud2b8).<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong><\/p>\n<ul>\n<li>\uccad\uc57d \ub2e8\uacc4\uc758 &quot;\uac1c\ud45c&quot;\ub294 \ub05d\ub0ac\ub2e4 \u2014 7\ubc30 \ucd08\uacfc\ub294 &quot;\uc870\uc815\uc740 \uacfc\ud588\ub2e4&quot; \ucabd\uc5d0 \uc2e4\ub9b0 \ud45c. \ub0a8\uc740 \uad00\uc804\uc740 <strong>\uc720\ud1b5\uc2dc\uc7a5\uc774 $149\ub97c \ubc1b\uc544\uc8fc\ub294 \ub192\uc774<\/strong>\ub2e4.<\/li>\n<li>\uccab\ub0a0 \uae09\ub4f1\ud3ed\ubcf4\ub2e4 <strong>\uc885\uac00\uac00 $149 \uc704\uc5d0 \uc548\ucc29\ud558\ub294\uc9c0<\/strong>\uac00 \uc911\uc694\ud558\ub2e4. \uccab\ub0a0 \ud504\ub9ac\ubbf8\uc5c4\uc740 \uc218\uae09 \uc774\ubca4\ud2b8(\ubc30\uc815 \ubabb \ubc1b\uc740 \uc218\uc694\uc758 \ucd94\uaca9)\uc77c \uc218 \uc788\uc9c0\ub9cc, \uacf5\ubaa8\uac00 \uc704 \uc885\uac00 \uc548\ucc29\uc740 \ubc38\ub958\uc5d0\uc774\uc158\uc5d0 \ub300\ud55c \ub3d9\uc758\ub2e4. \ubc18\ub300\ub85c \uacf5\ubaa8\uac00 \ud558\ud68c \ub9c8\uac10\uc774\uba74 &quot;\uc5ed\uc2dc \ube44\uc30c\ub2e4&quot; \ub17c\ub9ac\uac00 \ub418\uc0b4\uc544\ub09c\ub2e4.<\/li>\n<li>\uc774 \uacb0\uacfc\ub294 \uc8fc\ub9d0\uc744 \uac74\ub108 <strong>\uc6d4\uc694\uc77c \ud55c\uad6d \uc6d0\uc8fc(SK\ud558\uc774\ub2c9\uc2a4\u00b7\uc0bc\uc131\uc804\uc790)\uc5d0 \ub418\uba39\uc784<\/strong>\ub41c\ub2e4. \uc624\ub298 \ubbf8\uad6d\uc7a5\uc740 \uc0ac\uc2e4\uc0c1 \ub2e4\uc74c \uc8fc \ud55c\uad6d\uc7a5\uc758 \uc608\uace0\ud3b8.<\/li>\n<\/ul>\n<blockquote>\n<p>\ud83d\udcd6 <strong>\uc6a9\uc5b4 \ud55c \uc904 \u2014 \ucf54\ub108\uc2a4\ud1a4 \ud22c\uc790\uc790<\/strong>: \uacf5\ubaa8 \ud655\uc815 \uc804\uc5d0 &quot;\uc774 \uac00\uaca9\uc774\uba74 \uc6b0\ub9ac\uac00 \uc774\ub9cc\ud07c \uc0b0\ub2e4&quot;\uace0 \ubbf8\ub9ac \uc57d\uc18d\ud558\ub294 \ub300\ud615 \uae30\uad00. \uacf5\ubaa8 \ud765\ud589\uc758 \ub2fb \uc5ed\ud560\uc744 \ud558\uba70, \uc774\ub984\uac12 \uc788\ub294 \uae30\uad00\uc77c\uc218\ub85d \uc2e0\ud638 \ud6a8\uacfc\uac00 \ud06c\ub2e4.<\/p>\n<\/blockquote>\n<hr>\n<h2>3. \ub450 \ubc88\uc9f8 \ubcc0\uc218 \u2014 \uc774\ud2c0\uc9f8 \ub0b4\ub9ac\ub294 \uae08\ub9ac, \uadf8\ub9ac\uace0 CPI \uc55e \uae08\uc694\uc77c<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<ul>\n<li>\u7f8e 10Y <strong>4.54%<\/strong> \u2014 \uc774\ud2c0 \uc5f0\uc18d \ud558\ub77d (7\/8 \ub9e4\ud30c \uc758\uc0ac\ub85d \uc9c1\ud6c4 4.58% \u2192 4.54%).<\/li>\n<li>\ubbf8 \ub2f9\uad6d\uc790 &quot;\uc774\ub780\uacfc <strong>\uae30\uc220\uc801 \ud611\uc0c1 \uc9c0\uc18d<\/strong>&quot; \ubc1c\uc5b8 (\ucda9\ub3cc \uc7ac\uac1c\uc5d0\ub3c4 \ud611\uc0c1 \ucc44\ub110 \uc720\uc9c0).<\/li>\n<li>\ub2e4\uc74c \uc8fc: <strong>7\/14(\ud654) 05:30 PDT \u7f8e 6\uc6d4 CPI<\/strong>, \uac19\uc740 \uc8fc \uc740\ud589 \uc5b4\ub2dd\uc2dc\uc98c \uac1c\ub9c9(\uc528\ud2f0\u00b7WFC\u00b7GS\u00b7MS \u2192 JPM\u00b7BofA).<\/li>\n<\/ul>\n<p><strong>[\uad00\uce21]<\/strong><\/p>\n<ul>\n<li>\uc720\uac00 \ud558\ub77d \u2192 \uc778\ud50c\ub808 \uc6b0\ub824 \uc644\ud654 \u2192 \uae08\ub9ac \ud558\ub77d\uc758 \uc5f0\uacb0\uc774 \uc774\ud2c0\uc9f8 \uc791\ub3d9. \ub2ec\ub7ec\ub3c4 \uc8fc\uc694 \ud1b5\ud654 \ub300\ube44 \uc57d\uc138(EUR 1.1435, USD\/JPY 161.78 \u2014 \uc5d4 \uac15\uc138).<\/li>\n<li>\uc120\ubb3c \uad6c\ub3c4(\ub2e4\uc6b0 + \/ \ub098\uc2a4\ub2e5 \u2212)\ub294 \uc9c0\uc218 \ubc29\ud5a5\uc774 \uc544\ub2c8\ub77c \ubc18\ub3c4\uccb4 \ub418\ub3cc\ub9bc\uc774 \ub099\ud3ed\uc758 \ub300\ubd80\ubd84\uc784\uc744 \uc2dc\uc0ac.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong><\/p>\n<ul>\n<li>\uc624\ub298\uc740 \uc774\ubca4\ud2b8(\uc7a5\uc911 SKHY)\uc640 \ub300\uae30(\uc8fc\ub9d0 + CPI) \uc0ac\uc774\uc758 \uae08\uc694\uc77c. \uc9c0\uc218 \ub4f1\ub77d\ub960 \uc790\uccb4\ubcf4\ub2e4 <strong>SKHY \ud761\uc218 \uacfc\uc815\uc5d0\uc11c \ubc18\ub3c4\uccb4 \uc218\uae09\uc774 \uc5b4\ub5bb\uac8c \uc7ac\ubc30\uce58\ub418\ub294\uc9c0<\/strong>\uc758 \uc815\ubcf4\ub7c9\uc774 \ud06c\ub2e4.<\/li>\n<li>\ucc44\uad8c\uc740 CPI \uc804\uae4c\uc9c0 4.5% \uc911\ubc18 \ubc15\uc2a4 \uad00\uce21. \ub9e4\ud30c \uc758\uc0ac\ub85d(7\/8)\uc744 \uc18c\ud654\ud55c \ucc44\ub85c \uc720\uac00\uae4c\uc9c0 \ub0b4\ub824\uc628 \uc0c1\ud0dc\uc5d0\uc11c CPI\ub97c \ub9de\ub294 \uac83 \u2014 \uc704\ud5d8\uc790\uc0b0\uc5d4 \ub098\uc058\uc9c0 \uc54a\uc740 \ucd08\uae30 \uc870\uac74\uc774\ub2e4.<\/li>\n<\/ul>\n<hr>\n<h2>4. \uac70\uc2dc\u00b7\uc815\ucc45 \ubc30\uacbd \u2014 \ud655\uc804 \uacf5\ud3ec\uc758 \ud6c4\ud1f4, \uadf8\ub7ec\ub098 \ud5e4\uc9c0\ub294 \uc720\uc9c0<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<ul>\n<li>WTI $72.17 \/ Brent $76.47 \u2014 \uc8fc\ucd08 \uacf5\uc2b5\ubc1c +3%\ub300 \uae09\ub4f1\ubd84 \ubc18\ub0a9 \ud6c4 \uc548\uc815.<\/li>\n<li>IEA \u2014 &quot;\uae00\ub85c\ubc8c \uc6d0\uc720 \uc218\uc694 \ud68c\ubcf5 \uc2dc\uc791, \ud638\ub974\ubb34\uc988 \ud574\ud611 \ud1b5\uacfc \ubb3c\ub7c9 \uc870\uc2ec\uc2a4\ub7fd\uac8c \uc7ac\uac1c.&quot;<\/li>\n<li>\uae08 $4,100\ub300 \uc0ac\uc0c1 \ucd5c\uace0\uad8c \ubcf4\ud569, \uc8fc\uac04\uc73c\ub85c\ub3c4 \uac70\uc758 \ubcc0\ub3d9 \uc5c6\uc74c.<\/li>\n<\/ul>\n<p><strong>[\uad00\uce21]<\/strong> XTB \uce90\uc2ac\ub9b0 \ube0c\ub8e9\uc2a4 \u2014 &quot;\uc8fc \ud6c4\ubc18\uc73c\ub85c \uc624\uba70 \ubcc0\ub3d9\uc131 \ud6c4\ud1f4, \ubbf8\u00b7\uc774\ub780 \ud655\uc804 \uc6b0\ub824\ub294 \uacfc\ub3c4\ud588\ub358 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \ud638\ub974\ubb34\uc988 \ubd09\uc1c4\ub85c \ub3cc\uc544\uac00\uc9c0 \uc54a\ub294 \ud55c \uc138\uacc4 \uacbd\uc81c\uc5d0 \uc9c0\uc18d \uc0c1\ud754\uc740 \uc5c6\uc744 \uac83&quot; \u2014 \uc774\ub7f0 \uc2dc\uac01\uc774 \ucee8\uc13c\uc11c\uc2a4\ub85c \uc790\ub9ac\uc7a1\ub294 \uc911.<\/p>\n<p><strong>[\ud574\uc11d]<\/strong> &quot;\ucda9\ub3cc \uc9c0\uc18d + \uc720\uac00 \uc548\uc815 + \uae08 \ucd5c\uace0\uad8c&quot;\uc758 \uc870\ud569\uc774 \uadf8\ub300\ub85c\ub2e4 \u2014 \uc2dc\uc7a5\uc740 \uc9c0\uc815\ud559\uc744 \uc5ec\uc804\ud788 <em>\uaf2c\ub9ac \ub9ac\uc2a4\ud06c<\/em>\ub85c\ub9cc \ud5e4\uc9c0\ud558\uace0 \ubcf8\ud3b8\uc740 <strong>\uae08\ub9ac\u00b7\uc2e4\uc801<\/strong>\uc73c\ub85c \ubcf8\ub2e4. \uc720\uac00\uac00 \ub0b4\ub824\uc628 \ucc44\ub85c 7\/14 CPI\ub97c \ub9de\uc774\ud55c\ub2e4\ub294 \uac83 \uc790\uccb4\uac00 \uc774\ubc88 \uc870\uc815 \uad6d\uba74\uc5d4 \uc6b0\ud638\uc801 \ubcc0\uc218. \ub2e8, \uc8fc\ub9d0 \uc774\ud2c0\uc740 \ud5e4\ub4dc\ub77c\uc778 \ubb34\ubc29\ube44 \uad6c\uac04 \u2014 \uae08\uc694\uc77c \uc885\uac00\uc758 \ud3ec\uc9c0\uc158 \uc815\ub9ac \uac15\ub3c4\ub85c \uc2dc\uc7a5\uc758 \uc2e4\uc81c \uacbd\uacc4 \uc218\uc900\uc744 \uc77d\uc744 \uc218 \uc788\ub2e4.<\/p>\n<hr>\n<h2>5. \uc624\ub298 \ubbf8\uad6d\uc7a5 (7\/10 \uae08 ET) \ud504\ub9ac\ubdf0 \u2014 \uccb4\ud06c\ud3ec\uc778\ud2b8 4\uac00\uc9c0<\/h2>\n<ol>\n<li><strong>SKHY \uccab \uccb4\uacb0\uac00\uc640 \uc885\uac00<\/strong> \u2014 $149 \ub300\ube44. \uc885\uac00\uac00 \uacf5\ubaa8\uac00 \uc704\uc5d0 \uc548\ucc29\ud558\uba74 &quot;AI \ubc38\ub958 \uc7ac\uc810\uac80&quot; \ub17c\uc7c1\uc5d0 \uc720\ud1b5\uc2dc\uc7a5\uc758 \uc2e4\uc9c8 \ub2f5\uc774 \ub098\uc628 \uac83.<\/li>\n<li><strong>\ubc18\ub3c4\uccb4 \ucc28\uc775\uc2e4\ud604 \uac15\ub3c4<\/strong> \u2014 SOXX\u00b7\ub9c8\uc774\ud06c\ub860. \uc5b4\uc81c +5.1% \uc628\uae30\uac00 SKHY \uc218\uae09 \ud761\uc218 \ud6c4\uc5d0\ub3c4 \ub0a8\ub294\uc9c0.<\/li>\n<li><strong>10Y 4.5% \uc911\ubc18 \uc720\uc9c0<\/strong> \u2014 CPI(7\/14) \uc804 \ub9c8\uc9c0\ub9c9 \uac70\ub798\uc77c. \ucc44\uad8c\uc774 \uc870\uc6a9\ud788 \ub9c8\uac10\ud558\uba74 \ub2e4\uc74c \uc8fc \ubd80\ub2f4 \uacbd\uac10.<\/li>\n<li><strong>\uc720\uac00\u00b7\uc774\ub780 \uc8fc\ub9d0 \ud5e4\ub4dc\ub77c\uc778 \ub9ac\uc2a4\ud06c<\/strong> \u2014 &quot;\uae30\uc220\uc801 \ud611\uc0c1&quot; \uc9c0\uc18d \uc5ec\ubd80. \uae08\uc694\uc77c \ub9c8\uac10 \uac15\ub3c4\uac00 \uc2dc\uc7a5\uc758 \uacbd\uacc4 \uc218\uc900.<\/li>\n<\/ol>\n<hr>\n<h2>\uc774\ubca4\ud2b8 \uce98\ub9b0\ub354 (PDT \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) 06:30<\/td>\n<td>SK\ud558\uc774\ub2c9\uc2a4 SKHY \ub098\uc2a4\ub2e5 \ub370\ubdd4<\/td>\n<td><strong>D-day<\/strong><\/td>\n<\/tr>\n<tr>\n<td>7\/14(\ud654) 05:30<\/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\/15(\uc218) \uc800\ub141<\/td>\n<td>\ud55c\uad6d\uc740\ud589 \uae08\ud1b5\uc704 (\ud55c\uad6d 7\/16 \ubaa9) \u2014 \uc778\uc0c1(2.50\u21922.75%) \ucee8\uc13c\uc11c\uc2a4<\/td>\n<td>D-5<\/td>\n<\/tr>\n<tr>\n<td>7\/29(\uc218) ET<\/td>\n<td>7\uc6d4 FOMC<\/td>\n<td>D-19<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr>\n<h2>\uc815\uc815 \uc0ac\ud56d<\/h2>\n<ul>\n<li>\uc5c6\uc74c. (7\/9 PM\uc758 SK\ud558\uc774\ub2c9\uc2a4 \uacf5\ubaa8 &quot;\ucd5c\ub300 $29.4B&quot;\ub294 \uc0c1\ud55c \ubcf4\ub3c4 \uc778\uc6a9 \u2014 \ucd5c\uc885 \ud655\uc815 $26.5B, \ubcf8\ubb38 2\ubc88 \ucc38\uc870)<\/li>\n<\/ul>\n<hr>\n<h2>Sources<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.upi.com\/Top_News\/World-News\/2026\/07\/10\/korea-KOSPI-Korea-Stock-Index-closed-higher-tech-stocks-semiconductor-rally\/4531783678179\/\">UPI\/Yonhap \u2014 Seoul shares end 2.52 pct higher on chip rally<\/a><\/li>\n<li><a href=\"https:\/\/sg.finance.yahoo.com\/news\/asian-stocks-rally-sk-hynix-024210424.html\">AFP \u2014 Stocks rise as SK hynix boosts AI trade (\uae00\ub85c\ubc8c \uc2dc\uc138 1100 GMT)<\/a><\/li>\n<li><a href=\"https:\/\/www.investing.com\/news\/stock-market-news\/sk-hynix-us-listing-more-than-seven-times-oversubscribed-source-says-4782931\">Reuters\/Investing.com \u2014 SK Hynix raises $26.5B, ADR $149<\/a><\/li>\n<li><a href=\"https:\/\/finance.yahoo.com\/markets\/stocks\/articles\/sk-hynix-nasdaq-adr-offering-115717222.html\">Yahoo Finance \u2014 SKHY ADR 7x oversubscribed<\/a><\/li>\n<li><a href=\"https:\/\/leprivatebanker.com\/2026\/07\/10\/sk-hynix-prices-record-26-5-billion-nasdaq-adr-offering-at-149\/\">The Private Banker \u2014 SK Hynix prices record $26.5B at $149<\/a><\/li>\n<li><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/0002120882\/000119312526299963\/d32785d424b4.htm\">SEC \u2014 SK hynix Form 424B4<\/a><\/li>\n<li><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-07-10\/us-stock-futures-slip-after-tech-rally-sk-hynix-starts-trading\">Bloomberg \u2014 US Stock Futures Slip After Tech Rally; SK Hynix Starts Trading<\/a><\/li>\n<li><a href=\"https:\/\/finance.yahoo.com\/news\/live\/stock-market-today-friday-july-10-dow-sp-nasdaq-113921604.html\">Yahoo Finance \u2014 Futures diverge ahead of SK Hynix mega IPO<\/a><\/li>\n<li><a href=\"https:\/\/www.thestreet.com\/stock-market-today\/stock-market-today-july-10-2026-nasdaq-futures-slip-ahead-of-sk-hynix-debut\">TheStreet \u2014 Stock Market Today (July 10, 2026)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/10\/us-bond-treasury-yield-us10y-iran-war.html\">CNBC \u2014 Treasury yields little changed, US-Iran technical talks<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/united-states\/government-bond-yield\">Trading Economics \u2014 US 10Y \/ Gold<\/a><\/li>\n<li><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-07-09\/latest-oil-market-news-and-analysis-for-july-10\">Bloomberg \u2014 Oil steadies as US and Iran keep talking<\/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>\uc624\ub298\uc758 \ud575\uc2ec\uc740 \ub2e8\uc5f0 SK\ud558\uc774\ub2c9\uc2a4 \ub098\uc2a4\ub2e5 \ub370\ubdd4. \uacf5\ubaa8\uac00 $149\/ADR \ud655\uc815, 1.779\uc5b5 ADR\ub85c $26.5B(\uc57d 40\uc870\uc6d0) \uc870\ub2ec \u2014 2014\ub144 \uc54c\ub9ac\ubc14\ubc14($25B)\ub97c \ub118\uc5b4 \uc678\uad6d\uae30\uc5c5 \ubbf8\uad6d \uc0c1\uc7a5 \uc0ac\uc0c1 \ucd5c\ub300. \uccad\uc57d\uc740 7\ubc30 \ucd08\uacfc, \uc218\uc694 \uc57d $200B. \uc624\ub298 06:30 PDT \uccab \uac70\ub798(\ud2f0\ucee4 SKHY). \ud55c\uad6d\uc7a5\uc740 \uc774\ud2c0\uc9f8 \ubc18\ub4f1\uc73c\ub85c \ud654\ub2f5. KOSPI +2.52%(7,475.94), \uc7a5\uc911 +5.7%\uae4c\uc9c0 \uc62c\ub77c \ub9e4\uc218 \uc0ac\uc774\ub4dc\uce74(\uc774\ubc88 \uc8fc \uc138 \ubc88\uc9f8) \ubc1c\ub3d9 \ud6c4 \uc624\ud6c4 \ucc28\uc775\uc2e4\ud604. \uc5b4\uc81c \uc9da\uc740&#8230;<\/p>\n","protected":false},"author":1,"featured_media":302,"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-307","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\/307","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=307"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/307\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/302"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=307"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=307"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=307"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}