{"id":34,"date":"2026-06-04T07:00:27","date_gmt":"2026-06-04T07:00:27","guid":{"rendered":"http:\/\/40.233.122.247\/?p=34"},"modified":"2026-06-04T07:00:27","modified_gmt":"2026-06-04T07:00:27","slug":"2026-06-03-%eb%af%b8%ea%b5%ad%ec%9e%a5-%ea%b0%9c%ec%9e%a5-%ec%a0%84-%ec%8b%9c%ec%9e%a5-%eb%b8%8c%eb%a6%ac%ed%95%91-%ec%98%a4%eb%8a%98-%ec%9d%b4%ea%b2%83%eb%a7%8c-%eb%b3%b4%eb%a9%b4-%eb%90%a9","status":"publish","type":"post","link":"https:\/\/wecansurvive.ca\/?p=34","title":{"rendered":"2026.06.03 \ubbf8\uad6d\uc7a5 \uac1c\uc7a5 \uc804 \uc2dc\uc7a5 \ube0c\ub9ac\ud551 \u2014 \uc624\ub298 \uc774\uac83\ub9cc \ubcf4\uba74 \ub429\ub2c8\ub2e4"},"content":{"rendered":"<p>                    <!-- System - START --><\/p>\n<p>        <!-- System - END --><\/p>\n<div class=\"tt_article_useless_p_margin contents_style\">\n<p>\uc548\ub155\ud558\uc138\uc694, \uce94\uc11c\ubc29\uc785\ub2c8\ub2e4. \ubbf8\uad6d\uc7a5 \uac1c\uc7a5 \uc804\uc5d0 \ud55c\uad6d&middot;\uc544\uc2dc\uc544 \ub9c8\uac10\uacfc \uc720\ub7fd&middot;\ubbf8\uad6d \ud504\ub9ac\uc7a5 \ud750\ub984, \uc624\ub298 \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ubcfc \ud3ec\uc778\ud2b8\ub97c \uce74\ub4dc 5\uc7a5\uc73c\ub85c \uba3c\uc800 \uc815\ub9ac\ud588\uc2b5\ub2c8\ub2e4. \uc790\uc138\ud55c \ud574\uc124\uc740 \uce74\ub4dc \uc544\ub798\uc5d0 \uc774\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n<div class=\"wcs-carousel\">\n<div class=\"wcs-track\"><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/migrated\/8a18e6ac7721c225.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/migrated\/a9705deb0c6db416.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/migrated\/a8576a07524b8d8d.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/migrated\/00701198aa02cad9.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/migrated\/bc1800421aae8751.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 style=\"list-style-type: decimal;\">\n<li><b>\uc5b4\uc81c(6\/2 \ud654) \ubbf8\uad6d\uc7a5\uc740 \ub610 \uc2e0\uace0\uac00<\/b> &mdash; S&amp;P500\uc774 \uc0ac\uc0c1 \ucc98\uc74c <b>7,600\uc744 \uc885\uac00\ub85c \ub118\uc5b4\uc130\uace0<\/b> \ub098\uc2a4\ub2e5&middot;\ub2e4\uc6b0\ub3c4 \ub3d9\ubc18 \uc0ac\uc0c1 \ucd5c\uace0. \ub3d9\ub825\uc740 \ud55c \uac00\uc9c0, <b>AI&middot;\ubc18\ub3c4\uccb4 \uba5c\ud2b8\uc5c5<\/b>\uc774\ub2e4.<\/li>\n<li><b>\uadf8 \ud55c\ubcf5\ud310\uc5d0 \ub9c8\ubca8(Marvell)<\/b> &mdash; \uc5d4\ube44\ub514\uc544 \uc820\uc2a8 \ud669\uc774 &#8220;\ub2e4\uc74c 1\uc870 \ub2ec\ub7ec \uae30\uc5c5&#8221;\uc774\ub77c \uce6d\ud558\uc790 \ud558\ub8e8 \ub9cc\uc5d0 <b>+32.5%<\/b>, \uc2dc\ucd1d +600\uc5b5 \ub2ec\ub7ec \ud3ed\uc99d\ud574 2,500\uc5b5 \ub2ec\ub7ec \uc704\ub85c. \ub2e8\uc77c \uc885\ubaa9 \ubaa8\uba58\ud140\uc774 \uc9c0\uc218\ub97c \ub04c\uc5b4\uc62c\ub9b0 \uc804\ud615\uc801 \uc7a5\uba74.<\/li>\n<li><b>\uadf8\ub7f0\ub370 \uc624\ub298 \uc0c8\ubcbd \uc120\ubb3c\uc740 \uc228 \uace0\ub974\uae30<\/b> &mdash; \ub2e4\uc6b0 \uc120\ubb3c -212p(-0.4%), \ud63c\uc870. \ubbf8 \uc911\ub3d9\uc0ac\ub839\ubd80(CENTCOM)\uac00 \uc774\ub780 \ud0c4\ub3c4\ubbf8\uc0ac\uc77c&middot;\ub4dc\ub860\uc744 \uc694\uaca9\ud558\uace0 \ucf00\uc298\uc12c\uc5d0 &#8220;\uc790\uc704\uc801 \ud0c0\uaca9&#8221;\uc744 \ud588\ub2e4\ub294 \ubcf4\ub3c4\uc5d0 <b>\uc720\uac00\uac00 \uc0ac\ud758\uc9f8 \uc62c\ub77c WTI $95 \uc704<\/b>, \uc704\ud5d8\uc120\ud638\uac00 \ud55c \ubc15\uc790 \uc2dd\uc5c8\ub2e4.<\/li>\n<li><b>\uc774\ubc88 \uc8fc \ub9e4\ud06c\ub85c\uc758 \uc9c4\uc9dc \ubd84\uc218\ub839\uc740 \uae08\uc694\uc77c \uace0\uc6a9\ubcf4\uace0\uc11c(NFP).<\/b> \uc624\ub298 \uc0c8\ubcbd \ub098\uc628 5\uc6d4 ADP \ubbfc\uac04\uace0\uc6a9\uc740 <b>+12.2\ub9cc \uba85(\uc608\uc0c1 +11.7\ub9cc \uc0c1\ud68c)<\/b> &mdash; \uc57d\ud55c \ud638\uc870. &#8220;\uc800\uace0\uc6a9&middot;\uc800\ud574\uace0&#8221; \uae30\uc870\uac00 \uc720\uc9c0\ub418\ub294\uc9c0, \uae08\uc694\uc77c NFP\uac00 \uac00\ub978\ub2e4.<\/li>\n<\/ol>\n<p><b>\uc624\ub298 \ubbf8\uad6d\uc7a5 \uac1c\uc7a5 \uc2dc \ub531 \ud558\ub098\ub9cc \ubcf8\ub2e4\uba74 &rarr; AI&middot;\ubc18\ub3c4\uccb4 \uc8fc\ub3c4\uc8fc\uc758 \uba5c\ud2b8\uc5c5\uc774 \uc720\uac00&middot;\uc911\ub3d9 \ud5e4\ub4dc\ub77c\uc778\uc5d0\ub3c4 \ubc84\ud2f0\ub294\uc9c0.<\/b> \uc2e0\uace0\uac00 \ubd80\uadfc\uc77c\uc218\ub85d \ub2e8\uc77c \ubcc0\uc218\uc5d0 \ud06c\uac8c \ud754\ub4e4\ub9b0\ub2e4. (\ucc38\uace0 &mdash; \ud55c\uad6d\uc7a5\uc740 \uc624\ub298 <b>\uc9c0\ubc29\uc120\uac70\ub85c \ud734\uc7a5<\/b>, 6\/4 \ubaa9 \uc7ac\uac1c\uc7a5.)<\/p>\n<hr \/>\n<h2>1. \ubbf8\uad6d&middot;\uae00\ub85c\ubc8c \ub9c8\uac10 \uc815\ub9ac (6\/2 ET \ub9c8\uac10)<\/h2>\n<p><b>\uad00\uce21 &mdash; 6\/2(\ud654) \ubbf8\uad6d \ub9c8\uac10 (3\ub300 \uc9c0\uc218 \ub3d9\ubc18 \uc0ac\uc0c1 \ucd5c\uace0)<\/b><\/p>\n<table>\n<thead>\n<tr>\n<th>\uc9c0\uc218<\/th>\n<th>\ub9c8\uac10<\/th>\n<th>\ubcc0\ub3d9<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>S&amp;P 500<\/td>\n<td><b>7,600\uc120 \uccab \uc885\uac00 \ub3cc\ud30c<\/b><\/td>\n<td>\uc0ac\uc0c1 \ucd5c\uace0<\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5 \uc885\ud569<\/td>\n<td>&mdash;<\/td>\n<td>\uc0ac\uc0c1 \ucd5c\uace0<\/td>\n<\/tr>\n<tr>\n<td>\ub2e4\uc6b0<\/td>\n<td>&mdash;<\/td>\n<td>\uc0ac\uc0c1 \ucd5c\uace0<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul style=\"list-style-type: disc;\">\n<li><b>\uc0ac\uc2e4<\/b>: \uc5d4\ube44\ub514\uc544 CEO \uc820\uc2a8 \ud669\uc774 \ub9c8\ubca8(Marvell)\uc744 &#8220;\ucc28\uc138\ub300 1\uc870 \ub2ec\ub7ec \uae30\uc5c5&#8221;\uc774\ub77c \uc9c0\ubaa9\ud558\uc790 \ub9c8\ubca8\uc774 <b>+32.5%($290.79)<\/b> \ud3ed\ub4f1 &mdash; \uc0ac\uc0c1 \ucd5c\ub300 \uc77c\uac04 \uc0c1\uc2b9, \ud558\ub8e8 \uc2dc\ucd1d +\uc57d 600\uc5b5 \ub2ec\ub7ec\ub85c 2,500\uc5b5 \ub2ec\ub7ec \uc0c1\ud68c. AI \uc778\ud504\ub77c(\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4&middot;\ucee4\uc2a4\ud140 \uce69) \ud14c\ub9c8\uac00 \ubc18\ub3c4\uccb4 \uc804\ubc18\uc744 \ub04c\uc5b4\uc62c\ub838\ub2e4.<\/li>\n<li><b>\uad00\uce21<\/b>: \ub9c8\ubca8\uc740 \uc5f0\ucd08 \ub300\ube44 \uc57d +50%. FY2026 \ub9e4\ucd9c 81.95\uc5b5 \ub2ec\ub7ec(+42% YoY), \ucee4\uc2a4\ud140 AI \uce69 \uc218\uc8fc\uc640 \uc5d4\ube44\ub514\uc544 \ud611\uc5c5\uc774 \ubc30\uacbd.<\/li>\n<\/ul>\n<p><b>\uad00\uce21 &mdash; \ucc44\uad8c&middot;\ub2ec\ub7ec&middot;\uc720\uac00&middot;\uc6d0\uc790\uc7ac (6\/2 \uae30\uc900)<\/b><\/p>\n<ul style=\"list-style-type: disc;\">\n<li>\u7f8e 10\ub144\ubb3c \uae08\ub9ac: <b>4.43%<\/b> (6\/2, \uc804\uc77c \ub300\ube44 \uc18c\ud3ed \ud558\ub77d).<\/li>\n<li>DXY(\ub2ec\ub7ec\uc9c0\uc218): <b>99.09<\/b> (-0.11%, 6\/2) &mdash; \uc8fc\uc694 \ud1b5\ud654 \ub300\ube44\ub85c\ub294 \uc624\ud788\ub824 \uc57d\uac04 \ubb34\ub978 \ud3b8.<\/li>\n<li>WTI \uc720\uac00: <b>$95.64<\/b> (+2.0%, 6\/3 \uc0c8\ubcbd) &mdash; \uc0ac\ud758 \uc5f0\uc18d \uc0c1\uc2b9, \ubbf8&middot;\uc774\ub780 \ud611\uc0c1 \uad50\ucc29 + \uc911\ub3d9 \uae34\uc7a5 \ud504\ub9ac\ubbf8\uc5c4.<\/li>\n<li>\uae08: 6\/2 \uc120\ubb3c \ud55c\ub54c -0.78% <b>$4,484.60<\/b>\uae4c\uc9c0 \ubc00\ub838\ub2e4\uac00 <b>$4,500 \uc704 \ud68c\ubcf5<\/b> (\uc720\uac00&middot;\uae08\ub9ac\uc5d0 \ucd9c\ub801). \uc740 -1.32% $74.56.<\/li>\n<li>VIX: <b>16.07<\/b> (+1.9%, 6\/3) &mdash; \uc2e0\uace0\uac00 \ubd80\uadfc\uce58\uace0 \uc5ec\uc804\ud788 \ub0ae\ub2e4. <i>\uacf5\ud3ec\ubcf4\ub2e4 \uacbd\uacc4.<\/i><\/li>\n<\/ul>\n<blockquote>\n<p><b>\ud574\uc11d<\/b> &mdash; \uc5b4\uc81c \uadf8\ub9bc\uc740 &#8220;AI&middot;\ubc18\ub3c4\uccb4 \uba5c\ud2b8\uc5c5 = \uc2e0\uace0\uac00&#8221;\uc600\ub2e4. \ub2ec\ub7ec(DXY 99)\ub294 \ubb34\ub974\uace0 \uae08\ub9ac(4.43%)\ub294 \uc548\uc815\uc801\uc774\uc5b4\uc11c \uace0\ubc38\ub958 \uae30\uc220\uc8fc\uc5d0 \uc6b0\ud638\uc801\uc778 \ubc30\uacbd\uc774 \uae54\ub838\ub2e4. \ub2e4\ub9cc \uc720\uac00\uac00 \uc0ac\ud758\uc9f8 \uc624\ub974\uba70 \uc778\ud50c\ub808 \uc6b0\ub824\ub97c \uc790\uadf9\ud558\ub294 \uc810\uc774 \uade0\uc5f4\uc758 \uccab \uc2e0\ud638\ub2e4. \uc2e0\uace0\uac00\uc77c\uc218\ub85d *\ud55c \uc904 \ud5e4\ub4dc\ub77c\uc778(\uc911\ub3d9&middot;\uc720\uac00)*\uc5d0 \uc2dc\uc7a5\uc774 \ud06c\uac8c \ud754\ub4e4\ub9b0\ub2e4.<\/p>\n<\/blockquote>\n<hr \/>\n<h2>2. \uc624\ub298\uc758 \ud575\uc2ec &mdash; AI&middot;\ubc18\ub3c4\uccb4 \uba5c\ud2b8\uc5c5 vs \uc0c8\ubcbd \uc228 \uace0\ub974\uae30<\/h2>\n<p><b>\uc0ac\uc2e4<\/b><\/p>\n<ul style=\"list-style-type: disc;\">\n<li>6\/3 \uc0c8\ubcbd \ubbf8\uad6d \uc120\ubb3c\uc740 <b>\ub2e4\uc6b0 -212p(-0.4%), \ud63c\uc870<\/b>\ub85c \ucd9c\ubc1c. \ucc28\uc775\uc2e4\ud604 + \uc911\ub3d9 \uae34\uc7a5\uc774 \uacb9\ucce4\ub2e4.<\/li>\n<li><b>\uc0ac\uc2e4(\uc911\ub3d9)<\/b>: \ubbf8 \uc911\ub3d9\uc0ac\ub839\ubd80(CENTCOM)\ub294 \ubbf8\uad70\uc774 \uc774\ub780 \ud0c4\ub3c4\ubbf8\uc0ac\uc77c&middot;\ub4dc\ub860\uc744 \uc694\uaca9\ud558\uace0 \ucf00\uc298\uc12c(Qeshm Island)\uc5d0 \ub300\ud55c \uc2dc\ub3c4\ub41c \uacf5\uaca9\uc5d0 &#8220;\uc790\uc704\uc801 \ud0c0\uaca9&#8221;\uc744 \uac00\ud588\ub2e4\uace0 \ubc1c\ud45c. \ucfe0\uc6e8\uc774\ud2b8\uad70\ub3c4 \uc801\ub300 \ud45c\uc801\uc744 \uc694\uaca9 \uc911\uc774\ub77c \ubc1d\ud614\ub2e4. &rarr; \uc720\uac00\uc5d0 \uc9c0\uc815\ud559 \ud504\ub9ac\ubbf8\uc5c4.<\/li>\n<li><b>\uad00\uce21(\uac1c\ubcc4\uc8fc \ud504\ub9ac\uc7a5)<\/b>: \uba54\uc774\uc2dc\uc2a4 +2.3%(\uc2e4\uc801 \ud638\uc870&middot;\uac00\uc774\ub358\uc2a4 \uc0c1\ud5a5). \ubc18\uba74 \ube14\ub799\uc2a4\ud1a4 -5.5%, \uae43\ub7a9 -6%, \uc544\ub808\uc2a4 \ub9e4\ub2c8\uc9c0\uba3c\ud2b8 -5% &mdash; \uc77c\ubd80 \uae08\uc735&middot;\uc18c\ud504\ud2b8\uc6e8\uc5b4\uc8fc \ucc28\uc775\uc2e4\ud604.<\/li>\n<\/ul>\n<blockquote>\n<p><b>\ud574\uc11d<\/b> &mdash; \uc624\ub298\uc758 \uad6c\ub3c4\ub294 \ub2e8\uc21c\ud558\ub2e4. <b>AI&middot;\ubc18\ub3c4\uccb4 \uc8fc\ub3c4\uc8fc\uc758 \uc0c1\uc2b9 \ubaa8\uba58\ud140(\ub9c8\ubca8&middot;\uc5d4\ube44\ub514\uc544)\uc774 \uc720\uac00&middot;\uc911\ub3d9\u767c \uc704\ud5d8\ud68c\ud53c\ub97c \uc774\uaca8\ub0b4\ub290\ub0d0<\/b>\ub2e4. \uc5b4\uc81c\ub294 AI\uac00 \uc555\ub3c4\ud588\uc9c0\ub9cc, \uc0c8\ubcbd \uc120\ubb3c \uc57d\uc138\ub294 &#8220;\uc2e0\uace0\uac00 \ubd80\uadfc\uc5d0\uc11c\ub294 \uc791\uc740 \uc545\uc7ac\uc5d0\ub3c4 \ucc28\uc775\uc2e4\ud604\uc774 \ub098\uc628\ub2e4&#8221;\ub294 \uc2e0\ud638\ub2e4. \uc8fc\ub3c4\uc8fc(\ubc18\ub3c4\uccb4)\uac00 \ubc84\ud2f0\uba74 \uc9c0\uc218\ub294 \ub20c\ub9bc \ud6c4 \uc7ac\uc0c1\uc2b9, \uc8fc\ub3c4\uc8fc\ub9c8\uc800 \ud754\ub4e4\ub9ac\uba74 \uba5c\ud2b8\uc5c5\uc758 \uccab \uc2dc\ud5d8\ub300\uac00 \ub41c\ub2e4. <i>\uc9c0\uae08 \uc2dc\uc7a5\uc758 \uccb4\ub825\uc740 \uace7 \ubc18\ub3c4\uccb4 \ub300\ud615\uc8fc\uc758 \uccb4\ub825\uc774\ub2e4.<\/i><\/p>\n<\/blockquote>\n<hr \/>\n<h2>3. \ubbf8\uad6d \ubcc0\uc218 &mdash; \uc774\ubc88 \uc8fc\ub294 &#8216;\uace0\uc6a9 \uc8fc\uac04&#8217;, \uae08\uc694\uc77c NFP\uac00 \ubd84\uc218\ub839<\/h2>\n<p><b>\uc0ac\uc2e4 &mdash; \uc774\ubc88 \uc8fc \ubbf8\uad6d \uace0\uc6a9 \uc77c\uc815 (ET)<\/b><\/p>\n<table>\n<thead>\n<tr>\n<th>\ubc1c\ud45c<\/th>\n<th>\uc77c\uc2dc(ET)<\/th>\n<th>\ub0b4\uc6a9<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>JOLTS (4\uc6d4)<\/td>\n<td>6\/2 \ubc1c\ud45c\uc644\ub8cc<\/td>\n<td>\uad6c\uc778 <b>760\ub9cc \uac74<\/b>\uc73c\ub85c \uc99d\uac00<\/td>\n<\/tr>\n<tr>\n<td>ADP \ubbfc\uac04\uace0\uc6a9 (5\uc6d4)<\/td>\n<td>6\/3 08:15<\/td>\n<td><b>+12.2\ub9cc<\/b> (\uc608\uc0c1 +11.7\ub9cc, \ud638\uc870)<\/td>\n<\/tr>\n<tr>\n<td>\ucc4c\ub9b0\uc800 \uac10\uc6d0 (5\uc6d4)<\/td>\n<td>6\/4 05:30<\/td>\n<td>\uac10\uc6d0 \ubc1c\ud45c \ub3d9\ud5a5<\/td>\n<\/tr>\n<tr>\n<td><b>\uace0\uc6a9\ubcf4\uace0\uc11c NFP (5\uc6d4)<\/b><\/td>\n<td><b>6\/5 08:30<\/b><\/td>\n<td><b>\uc774\ubc88 \uc8fc \ucd5c\ub300 \uc774\ubca4\ud2b8<\/b><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul style=\"list-style-type: disc;\">\n<li><b>\uad00\uce21<\/b>: 4\uc6d4 ADP \ubbfc\uac04\uace0\uc6a9\uc740 +10.9\ub9cc(2025\ub144 1\uc6d4 \uc774\ud6c4 \ucd5c\ub300)\uc774\uc5c8\uace0, 5\uc6d4\uc740 +12.2\ub9cc\uc73c\ub85c \uc18c\ud3ed \uac1c\uc120. \uc5f0\uc900\uc774 \ub9d0\ud558\ub294 <b>&#8220;\uc800\uace0\uc6a9&middot;\uc800\ud574\uace0(low-hire, low-fire)&#8221;<\/b> \ub178\ub3d9\uc2dc\uc7a5 &mdash; \ud574\uace0\ub294 \uc548 \ud558\uc9c0\ub9cc \uc2e0\uaddc \ucc44\uc6a9\ub3c4 \uc904\uc778 \uc0c1\ud0dc\uac00 \uc774\uc5b4\uc9c4\ub2e4.<\/li>\n<\/ul>\n<blockquote>\n<p><b>\ud574\uc11d<\/b> &mdash; \uc624\ub298&middot;\ub0b4\uc77c \uc9c0\ud45c\ub294 <i>\ub9db\ubcf4\uae30<\/i>, \uae08\uc694\uc77c NFP\uac00 \ubcf8 \uac8c\uc784\uc774\ub2e4. ADP\uac00 \uc608\uc0c1\uc744 \uc0b4\uc9dd \uc6c3\ub3cc\uc558\ub2e4\ub294 \uac74 \ub178\ub3d9\uc2dc\uc7a5\uc774 <i>\uae09\ub7ad\ud558\uc9c0\ub294 \uc54a\uc558\ub2e4<\/i>\ub294 \ub73b &mdash; \uc5f0\uc900\uc774 \uc11c\ub458\ub7ec \uae08\ub9ac\ub97c \ub0b4\ub9b4 \uba85\ubd84\uc740 \uc57d\ud574\uc9c4\ub2e4. \ubc18\ub300\ub85c NFP\uac00 \ud06c\uac8c \ube60\uc9c0\uba74 \uc778\ud558 \uae30\ub300\uac00 \uc0b4\uc544\ub09c\ub2e4. \uc2e0\uace0\uac00 \ub7a0\ub9ac\uac00 &#8220;\uae08\ub9ac \uc548\uc815 + AI \uc131\uc7a5&#8221;\uc758 \ub450 \ub2e4\ub9ac\ub85c \uc11c \uc788\ub294 \ub9cc\ud07c, \uae08\uc694\uc77c \uc22b\uc790\uac00 \ub458 \uc911 \ud55c \ub2e4\ub9ac(\uae08\ub9ac)\ub97c \ud754\ub4e4 \uc218 \uc788\ub2e4. <b>\uc720\uac00\u767c \uc778\ud50c\ub808 \uc6b0\ub824\uc640 NFP\uac00 \uacb9\uce58\ub294 6\/5\uc774 \uc774\ubc88 \uc8fc \uac00\uc7a5 \uc911\uc694\ud55c \ub0a0.<\/b><\/p>\n<\/blockquote>\n<hr \/>\n<h2>4. \ud55c\uad6d&middot;\uc544\uc2dc\uc544 \ub9c8\uac10 &mdash; \ud55c\uad6d \ud734\uc7a5(\uc9c0\ubc29\uc120\uac70), \ub2db\ucf00\uc774 \uc0ac\uc0c1 \ucd5c\uace0<\/h2>\n<p><b>\uc0ac\uc2e4 &mdash; \ud55c\uad6d \uc2dc\uc7a5 \ud734\uc7a5<\/b><\/p>\n<ul style=\"list-style-type: disc;\">\n<li>6\/3(\uc218)\uc740 <b>\uc81c9\ud68c \uc804\uad6d\ub3d9\uc2dc\uc9c0\ubc29\uc120\uac70<\/b>\ub85c \ud55c\uad6d\uac70\ub798\uc18c(KRX) \uc99d\uad8c&middot;\ud30c\uc0dd&middot;\uc77c\ubc18\uc0c1\ud488 \uc2dc\uc7a5 \uc804\uccb4 <b>\ud734\uc7a5<\/b>. KOSPI&middot;KOSDAQ&middot;KONEX&middot;ETF&middot;\ucc44\uad8c \ubaa8\ub450 \uac70\ub798 \uc5c6\uc74c. <b>6\/4(\ubaa9) \uc815\uc0c1 \uc7ac\uac1c\uc7a5.<\/b><\/li>\n<\/ul>\n<p><b>\uad00\uce21 &mdash; 6\/3 \uc544\uc2dc\uc544 \ub9c8\uac10<\/b><\/p>\n<table>\n<thead>\n<tr>\n<th>\uc9c0\uc218<\/th>\n<th>\ubcc0\ub3d9<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ub2db\ucf00\uc774225<\/td>\n<td><b>+2.94% (\uc0ac\uc0c1 \ucd5c\uace0)<\/b> &middot; \ud1a0\ud53d\uc2a4 +2.14%<\/td>\n<\/tr>\n<tr>\n<td>\uc911\uad6d CSI300<\/td>\n<td>+1.52%<\/td>\n<\/tr>\n<tr>\n<td>\ud638\uc8fc ASX200<\/td>\n<td>+0.82%<\/td>\n<\/tr>\n<tr>\n<td>\ud64d\ucf69 \ud56d\uc14d<\/td>\n<td><b>-1.73%<\/b><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul style=\"list-style-type: disc;\">\n<li><b>\uad00\uce21(\ud658\uc728)<\/b>: USD\/KRW <b>1,527.34<\/b> (+0.67%, 6\/3) &mdash; 5\/22\uc758 17\ub144\uc5ec \ub9cc\uc758 \ucd5c\uc800(\uc57d 1,520) \ubd80\uadfc\uae4c\uc9c0 \uc6d0\ud654 \uc57d\uc138. \uc911\ub3d9\u767c \uc720\uac00 \uc0c1\uc2b9 + \ub2ec\ub7ec \uc218\uc694\uac00 \ubc30\uacbd. <i>\ub2e8, DXY\ub294 99\ub85c \ubb34\ub978 \ub9cc\ud07c \uc774\ubc88 \uc6d0\ud654 \uc57d\uc138\ub294 &#8216;\ub2ec\ub7ec \uac15\uc138&#8217;\ubcf4\ub2e4 &#8216;\uc6d0\ud654&middot;\uc544\uc2dc\uc544 \ud1b5\ud654 \uc57d\uc138&#8217; \uc131\uaca9.<\/i><\/li>\n<li><b>\uc0ac\uc2e4(\ubc18\ub3c4\uccb4 \ud638\uc7ac)<\/b>: \uc5d4\ube44\ub514\uc544\uac00 \uc0c8 AI \uce69\uc744 \uacf5\uac1c\ud558\uace0 SK\uadf8\ub8f9\uacfc AI \uba54\ubaa8\ub9ac \ud611\ub825\uc744 \ub17c\uc758\ud588\ub2e4\ub294 \uc18c\uc2dd\uc5d0 \ud55c\uad6d \ubc18\ub3c4\uccb4 \uc139\ud130 \uae30\ub300\ub294 \uacac\uc870. \ud734\uc7a5\uc73c\ub85c \uc624\ub298 \ubc18\uc601\uc740 \ubabb \ud588\uace0 <b>6\/4 \uc7ac\uac1c\uc7a5 \ub54c \ub4a4\ub2a6\uac8c \ubc18\uc601\ub420 \uc7ac\ub8cc.<\/b><\/li>\n<\/ul>\n<blockquote>\n<p><b>\ud574\uc11d<\/b> &mdash; \ud55c\uad6d\uc774 \uc26c\ub294 \uc0ac\uc774 \uc77c\ubcf8\uc740 \uc0ac\uc0c1 \ucd5c\uace0, \uc911\uad6d&middot;\ud638\uc8fc\ub294 \uac15\uc138, \ud64d\ucf69\ub9cc \uc57d\uc138\ub85c \uc544\uc2dc\uc544\uac00 \uac08\ub838\ub2e4. \uc6d0\ud654\ub294 17\ub144 \uc800\uc810 \ubd80\uadfc\uc778\ub370 \uc774\uac8c <i>\uc704\ud5d8<\/i> \uc2e0\ud638\uc774\uae34 \ud574\ub3c4 DXY\uac00 \ubb34\ub978 \uc810\uc744 \ubcf4\uba74 \ubbf8\uad6d\u767c \ub2ec\ub7ec \uac15\uc138\ub77c\uae30\ubcf4\ub2e4 <i>\uc720\uac00&middot;\uc911\ub3d9\uc5d0 \ubbfc\uac10\ud55c \uc544\uc2dc\uc544 \ud1b5\ud654 \uc57d\uc138<\/i>\uc5d0 \uac00\uae5d\ub2e4. \ub0b4\uc77c(6\/4) \ud55c\uad6d\uc7a5 \uc7ac\uac1c\uc7a5 \ub54c\ub294 \u2460 \uc774\ud2c0\uce58 \ubbf8\uad6d \uc2e0\uace0\uac00&middot;\ubc18\ub3c4\uccb4 \uba5c\ud2b8\uc5c5\uc774 \ud55c\uaebc\ubc88\uc5d0 \ubc18\uc601\ub420\uc9c0 \u2461 \uc6d0\ud654 \uc57d\uc138\uac00 \uc678\uad6d\uc778 \uc218\uae09\uc5d0 \uc5b4\ub5bb\uac8c \uc791\uc6a9\ud560\uc9c0\uac00 \uad00\uc804 \ud3ec\uc778\ud2b8.<\/p>\n<\/blockquote>\n<hr \/>\n<h2>5. \ub2e4\uc74c \ubbf8\uad6d\uc7a5 (6\/3 ET) \ud504\ub9ac\ubdf0 &amp; \uccb4\ud06c\ud3ec\uc778\ud2b8<\/h2>\n<p>\uc624\ub298 \ubbf8\uad6d\uc7a5 \uac1c\uc7a5(09:30 ET = 06:30 PDT) \uc2dc \uc21c\uc11c\ub300\ub85c \ud655\uc778\ud560 \ub124 \uac00\uc9c0:<\/p>\n<ol style=\"list-style-type: decimal;\">\n<li><b>\ud83d\udd0c \ubc18\ub3c4\uccb4 \uc8fc\ub3c4\uc8fc(\ub9c8\ubca8&middot;\uc5d4\ube44\ub514\uc544&middot;SOX)<\/b> &mdash; \uba5c\ud2b8\uc5c5 \ubaa8\uba58\ud140\uc774 \uc774\uc5b4\uc9c0\ub294\uc9c0, \uc5b4\uc81c \uae09\ub4f1\uc758 \ucc28\uc775\uc2e4\ud604\uc774 \ub098\uc624\ub294\uc9c0. \uc624\ub298 \uc2dc\uc7a5\uc758 \uccb4\ub825 \uadf8 \uc790\uccb4.<\/li>\n<li><b>\ud83d\udee2 WTI \uc720\uac00 &amp; \uc911\ub3d9 \ud5e4\ub4dc\ub77c\uc778<\/b> &mdash; $95 \uc704\uc5d0\uc11c \ub354 \uc624\ub974\ub294\uc9c0. CENTCOM \ud0c0\uaca9&middot;\uc774\ub780 \uae34\uc7a5\uc774 \uc778\ud50c\ub808 \uc6b0\ub824\ub85c \ubc88\uc9c0\ub294\uc9c0.<\/li>\n<li><b>\ud83d\udcca 5\uc6d4 ADP(+12.2\ub9cc) \ud574\uc11d &rarr; 6\/5 NFP \ub300\uae30<\/b> &mdash; ADP \ud638\uc870\uac00 &#8220;\uc778\ud558 \uc9c0\uc5f0&#8221; \ub0b4\ub7ec\ud2f0\ube0c\ub97c \ud0a4\uc6b0\ub294\uc9c0, \uae08\ub9ac&middot;\ub2ec\ub7ec \ubc18\uc751 \ud655\uc778.<\/li>\n<li><b>\ud83d\ude28 VIX 16\uc120 &amp; 10\ub144\ubb3c 4.43%<\/b> &mdash; VIX\uac00 16\uc5d0\uc11c \ub354 \ub6f0\ub294\uc9c0, \uae08\ub9ac\uac00 \ub2e4\uc2dc 4.5%\ub97c \ud5a5\ud558\ub294\uc9c0. \ub458 \ub2e4 \uc2e0\uace0\uac00 \ub7a0\ub9ac\uc758 \ub450 \ub2e4\ub9ac.<\/li>\n<\/ol>\n<hr \/>\n<h2>\ucc38\uace0 \uc778\ubb3c 4\uc778 \uc2dc\uac01 (\uad50\ucc28 \uac80\uc99d\uc6a9 \uba54\ubaa8)<\/h2>\n<p>\uc624\ub298 \uc9c1\uc811 \uc778\uc6a9\ud560 \uc2e0\uaddc \ubc1c\uc5b8\uc740 \ud655\uc778\ub418\uc9c0 \uc54a\uc74c. \ub2e4\ub9cc \ub124 \uc0ac\ub78c\uc758 \uacf5\ud1b5 \ud504\ub808\uc784(&#8220;\ud55c\uad6d \uc99d\uc2dc \uc911\uc7a5\uae30 \uc0c1\uc2b9 + \ubc18\ub3c4\uccb4 \uc911\uc2ec&#8221;)\uc5d0 \ube44\ucdb0\ubcf4\uba74, \uc624\ub298 \ubbf8\uad6d\ubc1c AI&middot;\ubc18\ub3c4\uccb4 \uba5c\ud2b8\uc5c5\uacfc \uc5d4\ube44\ub514\uc544-SK \ud611\ub825 \uc7ac\ub8cc\ub294 \uc774\ub4e4\uc774 \uac15\uc870\ud574\uc628 <i>\ubc18\ub3c4\uccb4 \uc131\uc7a5 \ucd95<\/i> \uc2dc\ub098\ub9ac\uc624\uc640 \ub9de\ub2ff\uc544 \uc788\ub2e4. <b>\ub2e8, \uacf5\ud1b5\uc810\uc774 \uace7 \uc815\ub2f5\uc740 \uc544\ub2c8\ub2e4<\/b> &mdash; \ub9c8\ubca8 \ud558\ub8e8 +32.5%\ucc98\ub7fc \ub2e8\uc77c \uc885\ubaa9&middot;\ud14c\ub9c8\uc5d0 \uc3e0\ub9b0 \uc0c1\uc2b9\uc740 &#8220;\uac74\uac15\ud55c \ubd84\uc0b0&#8221;\uacfc\ub294 \uac70\ub9ac\uac00 \uc788\uace0, 17\ub144 \uc800\uc810 \ubd80\uadfc\uc758 \uc6d0\ud654 \uc57d\uc138\ub294 \uc678\uad6d\uc778 \uc218\uae09\uc5d0 \uc591\ub0a0\uc758 \uac80\uc774\ub2e4. \uc9d1\ub2e8 \ud3b8\ud5a5&middot;\uc3e0\ub9bc \uacbd\uacc4.<\/p>\n<hr \/>\n<h2>\uc815\uc815 \uc0ac\ud56d<\/h2>\n<p>\uc9c1\uc804 \ub9ac\ud3ec\ud2b8(6\/2 AM) \ub300\ube44 \uc815\uc815 \uc0ac\ud56d \uc5c6\uc74c. (6\/2 AM\uc5d0\uc11c \ub2e4\ub8ec \uc774\ub780 \ud734\uc804 MOU \uac74\uc740 \uc624\ub298\ub3c4 \uc911\ub3d9 \uae34\uc7a5\uc73c\ub85c \uc774\uc5b4\uc9c0\ub294 \uc911 &mdash; \uc720\uac00 \uc0ac\ud758\uc9f8 \uc0c1\uc2b9.)<\/p>\n<hr \/>\n<h2>Sources<\/h2>\n<ul style=\"list-style-type: disc;\">\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/06\/03\/asia-markets-today-nikkei-kospi-hang-seng-sensex-iran-oil.html\">Asia markets today: Nikkei, Kospi, Hang Seng, Iran, oil (CNBC, 6\/3)<\/a><\/li>\n<li><a href=\"https:\/\/www.thestreet.com\/stock-market-today\/stock-market-today-dow-jones-sp-500-nasdaq-updates-june-02-2026\">Stock Market Today, June 2: S&amp;P 500 above 7,600 as chip boom continues (TheStreet)<\/a><\/li>\n<li><a href=\"https:\/\/www.thestreet.com\/stock-market-today\/stock-market-today-dow-jones-sp-500-nasdaq-updates-june-03-2026\">Stock Market Today, June 3: Dow futures slide after records (TheStreet)<\/a><\/li>\n<li><a href=\"https:\/\/www.fxleaders.com\/news\/2026\/06\/03\/marvell-stock-soars-33-adds-60b-in-a-day-as-nvidia-ceo-predicts-trillion-dollar-future\/\">Marvell soars 33%, adds $60B as Nvidia CEO predicts trillion-dollar future (FX Leaders)<\/a><\/li>\n<li><a href=\"https:\/\/www.koreatimes.co.kr\/business\/banking-finance\/20260520\/korean-stock-markets-to-close-on-june-3-for-local-elections\">Korean stock markets to close June 3 for local elections (Korea Times)<\/a><\/li>\n<li><a href=\"https:\/\/investinglive.com\/news\/us-may-adp-employment-data-122k-vs-117k-expected-20260603\/\">US May ADP +122K vs +117K expected (investingLive)<\/a><\/li>\n<li><a href=\"https:\/\/www.bls.gov\/news.release\/jolts.nr0.htm\">JOLTS April 2026: openings 7.6M (BLS)<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/south-korea\/currency\">USD\/KRW &amp; South Korean Won (Trading Economics)<\/a><\/li>\n<li><a href=\"https:\/\/fred.stlouisfed.org\/series\/DGS10\">US 10Y Treasury yield (FRED DGS10)<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/united-states\/currency\">US Dollar Index DXY 99.09 on 6\/2 (Trading Economics)<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/commodity\/crude-oil\">WTI crude oil ~$95 (Trading Economics)<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/commodity\/crude-oil\">S&amp;P 500 VIX 16.07 (Trading Economics)<\/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&middot;\uc815\ub9ac\uc774\uba70, \ud2b9\uc815 \uc885\ubaa9\uc758 \ub9e4\uc218&middot;\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><b>I can survive. We can survive.<\/b><\/p>\n<\/div>\n<p>                    <!-- System - START --><\/p>\n<p>        <!-- System - END --><\/p>\n<p><!-- inventory --><\/p>\n<div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>\uc548\ub155\ud558\uc138\uc694, \uce94\uc11c\ubc29\uc785\ub2c8\ub2e4. \ubbf8\uad6d\uc7a5 \uac1c\uc7a5 \uc804\uc5d0 \ud55c\uad6d&middot;\uc544\uc2dc\uc544 \ub9c8\uac10\uacfc \uc720\ub7fd&middot;\ubbf8\uad6d \ud504\ub9ac\uc7a5 \ud750\ub984, \uc624\ub298 \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ubcfc \ud3ec\uc778\ud2b8\ub97c \uce74\ub4dc 5\uc7a5\uc73c\ub85c \uba3c\uc800 \uc815\ub9ac\ud588\uc2b5\ub2c8\ub2e4. \uc790\uc138\ud55c \ud574\uc124\uc740 \uce74\ub4dc \uc544\ub798\uc5d0 \uc774\uc5b4\uc9d1\ub2c8\ub2e4. 1 \/ 5 \u2039\u203a \u26a1 TL;DR \uc5b4\uc81c(6\/2 \ud654) \ubbf8\uad6d\uc7a5\uc740 \ub610 \uc2e0\uace0\uac00 &mdash; S&amp;P500\uc774 \uc0ac\uc0c1 \ucc98\uc74c 7,600\uc744 \uc885\uac00\ub85c \ub118\uc5b4\uc130\uace0 \ub098\uc2a4\ub2e5&middot;\ub2e4\uc6b0\ub3c4 \ub3d9\ubc18 \uc0ac\uc0c1 \ucd5c\uace0. \ub3d9\ub825\uc740 \ud55c \uac00\uc9c0, AI&middot;\ubc18\ub3c4\uccb4 \uba5c\ud2b8\uc5c5\uc774\ub2e4. \uadf8 \ud55c\ubcf5\ud310\uc5d0 \ub9c8\ubca8(Marvell) &mdash; \uc5d4\ube44\ub514\uc544&#8230;<\/p>\n","protected":false},"author":1,"featured_media":35,"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":[],"class_list":["post-34","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-5"],"_links":{"self":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/34","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=34"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/34\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/35"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=34"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=34"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=34"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}