{"id":361,"date":"2026-07-28T23:16:07","date_gmt":"2026-07-28T23:16:07","guid":{"rendered":"https:\/\/wecansurvive.ca\/?p=361"},"modified":"2026-07-28T23:16:07","modified_gmt":"2026-07-28T23:16:07","slug":"2026-07-29%ec%88%98-%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=361","title":{"rendered":"2026.07.29(\uc218) \ucf54\uc2a4\ud53c \uc2dc\ud669 \ucd1d\uc815\ub9ac \u2014 \uc624\ub298 \ud55c\uad6d \uc99d\uc2dc \uc804\ub9dd \ud55c\ub208\uc5d0"},"content":{"rendered":"<p>\uc5b4\uc81c(7\/28) \ucf54\uc2a4\ud53c\ub294 -10.84% \ud3ed\ub77d\ud558\uba70 6,023.66\uc5d0 \ub9c8\uac10\ud588\uc2b5\ub2c8\ub2e4. \uc62c\ud574 \uc5ec\ub35f \ubc88\uc9f8 \uc11c\ud0b7\ube0c\ub808\uc774\ucee4, \uc0bc\uc131\uc804\uc790 -13.39%, SK\ud558\uc774\ub2c9\uc2a4 -14.65%. \uadf8\ub7f0\ub370 \uadf8\ub0a0 \ubc24 \ubbf8\uad6d \uc2dc\uc7a5\uc740 \uc804\ud600 \ub2e4\ub978 \uc5bc\uad74\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \ub2e4\uc6b0\ub294 +1.03% \uc62c\ub790\uace0 S&amp;P500 \ub3d9\uc77c\uac00\uc911 \uc9c0\uc218\ub294 \uc0ac\uc0c1 \ucd5c\uace0\ub97c \ucc0d\uc5c8\ub294\ub370, \ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4\uc9c0\uc218(SOX)\ub9cc -4.5% \ub354 \ubb34\ub108\uc84c\uc2b5\ub2c8\ub2e4. \uc720\uac00\ub294 -8%, \ubbf8 10\ub144\ubb3c\uc740 4.62%\ub85c 3\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uc989 \uc9c0\uae08 \ubb34\ub108\uc9c0\uace0 \uc788\ub294 \uac83\uc740 &#39;\uc2dc\uc7a5 \uc804\uccb4&#39;\uac00 \uc544\ub2c8\ub77c &#39;\ubc18\ub3c4\uccb4 \ud55c \uc139\ud130&#39;\uc774\uace0, \ud55c\uad6d \uc9c0\uc218\uac00 \uc720\ub3c5 \uc544\ud508 \uc774\uc720\ub294 \uadf8 \uc139\ud130\uc5d0 \uc9c0\uc218\uac00 \ud1b5\uc9f8\ub85c \ubb36\uc5ec \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. 7\/29 \ud55c\uad6d\uc7a5\uc744 \uc55e\ub450\uace0 \ubd10\uc57c \ud560 \ud575\uc2ec\uc744 \uc815\ub9ac\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc548\ub155\ud558\uc138\uc694, \uce94\uc11c\ubc29\uc785\ub2c8\ub2e4. 2026.07.29(\uc218) \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_1-23.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_2-23.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_3-23.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_4-23.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_5-23.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><strong>\uc791\uc131: 2026-07-29 08:05 KST (\ubc34\ucfe0\ubc84 7\/28 16:05 PDT)<\/strong><br \/>\n\ub300\uc0c1: 7\/29(\uc218) \ud55c\uad6d\uc7a5 \u00b7 \uc9c1\uc804 \ubbf8\uad6d\uc7a5 = 7\/28(\ud654) \ub9c8\uac10 \u00b7 \uc9c1\uc804 \ud55c\uad6d\uc7a5 = 7\/28(\ud654) \ub9c8\uac10<\/p>\n<hr>\n<h2>\u26a1 TL;DR<\/h2>\n<ol>\n<li><strong>\ubbf8\uad6d\uc7a5\uc740 \uac08\ub77c\uc84c\ub2e4.<\/strong> \ub2e4\uc6b0 +1.03%(52,747.32), S&amp;P500 +0.21%(7,428.78), <strong>\ub098\uc2a4\ub2e5 -0.22%(24,876.91), SOX -4.5%(\uc7a5\uc911 -6.5%)<\/strong>. S&amp;P500 <em>\ub3d9\uc77c\uac00\uc911<\/em> \uc9c0\uc218\ub294 \uc0ac\uc0c1 \ucd5c\uace0. \ubc18\ub3c4\uccb4\ub9cc \ub530\ub85c \ub9de\uc558\ub2e4. (\uc0ac\uc2e4)<\/li>\n<li><strong>\uc5b4\uc81c \ud55c\uad6d\uc7a5\uc758 \ubc29\uc544\uc1e0\ub294 \uc911\uad6d\uc774\uc5c8\ub2e4<\/strong> \u2014 CXMT(\ucc3d\uc2e0\uba54\ubaa8\ub9ac) \uc0c1\uc7a5 \uccab\ub0a0 +466%, \uc2dc\ucd1d 3.3\uc870 \uc704\uc548\uc73c\ub85c A\uc8fc \uc2dc\ucd1d 1\uc704. \uc870\ub2ec\uc561 579\uc5b5 \uc704\uc548(\uc57d 12.5\uc870\uc6d0)\uc740 2026\ub144 \uc544\uc2dc\uc544 \ucd5c\ub300 IPO. \uc5ec\uae30\uc5d0 \uc911\uad6d DUV \ub178\uad11\uc7a5\ube44 \uad6d\uc0b0\ud654 \uc591\uc0b0 \ubcf4\ub3c4\uac00 \uacb9\ucce4\ub2e4. (\uc0ac\uc2e4)<\/li>\n<li><strong>KOSPI -10.84%(6,023.66), KOSDAQ -7.72%(705.85), \uc678\uad6d\uc778 \uc21c\ub9e4\ub3c4 4\uc870\uc6d0\ub300.<\/strong> \uc62c\ud574 8\ubc88\uc9f8 \uc11c\ud0b7\ube0c\ub808\uc774\ucee4. \uc0bc\uc131\uc804\uc790 -13.39%, SK\ud558\uc774\ub2c9\uc2a4 -14.65%. (\uc0ac\uc2e4)<\/li>\n<li><strong>\uadf8\ub7f0\ub370 \uc6d0\/\ub2ec\ub7ec\ub294 \uc624\ud788\ub824 6.0\uc6d0 \ub0b4\ub9b0 1,462.5\uc6d0.<\/strong> \uc9c0\uc218\uac00 10% \ube60\uc9c4 \ub0a0 \uc6d0\ud654\uac00 \uac15\ud574\uc9c4 \uac83\uc740 \uc774\ub840\uc801 \u2014 \uc678\uad6d\uc778\uc774 \uc8fc\uc2dd\uc740 \ud314\uc558\uc9c0\ub9cc \uc544\uc9c1 \ub2ec\ub7ec\ub85c \ud658\uc804\ud574 \ub098\uac00\ub294 \ub2e8\uacc4\ub294 \uc544\ub2c8\ub77c\ub294 \uc2e0\ud638\uc77c \uc218 \uc788\ub2e4. (\uad00\uce21)<\/li>\n<li><strong>7\/30 03:00 KST FOMC.<\/strong> \ub3d9\uacb0(3.50~3.75%) \ud655\ub960 65.7%, <strong>\uc778\uc0c1 34%<\/strong>. \uc6cc\uc2dc(Kevin Warsh) \uc758\uc7a5 \uccb4\uc81c\uc758 \ud68c\uc758\uc774\uace0 \ube44-SEP(\uc810\ub3c4\ud45c \uc5c6\uc74c). \uc720\uac00\uac00 -8% \ube60\uc9c4 \uac83\uc740 \uc778\uc0c1 \uc555\ub825\uc744 \ub0ae\ucd94\ub294 \uc7ac\ub8cc. (\uc0ac\uc2e4+\ud574\uc11d)<\/li>\n<\/ol>\n<blockquote>\n<p>\ud55c \uc904 \uc694\uc57d \u2014 <em>&quot;\uc774\ubc88 \uc870\uc815\uc740 \uc704\ud5d8\uc120\ud638\uc758 \ud6c4\ud1f4\uac00 \uc544\ub2c8\ub77c \uba54\ubaa8\ub9ac \uacfc\uc810 \ud504\ub9ac\ubbf8\uc5c4\uc758 \uc7ac\ud3c9\uac00\ub2e4. \uadf8\ub798\uc11c \ubbf8\uad6d\uc740 \ubc84\ud2f0\uace0 \ud55c\uad6d\ub9cc \ubb34\ub108\uc84c\ub2e4.&quot;<\/em><\/p>\n<\/blockquote>\n<hr>\n<h2>1. \ubbf8\uad6d\u00b7\uae00\ub85c\ubc8c \ub9c8\uac10 \uc815\ub9ac (7\/28 ET \ub9c8\uac10 \u2192 \ud55c\uad6d 7\/29 05:00 KST)<\/h2>\n<p><strong>[\uc0ac\uc2e4] \u2014 \ubbf8\uad6d \uc8fc\uc694 \uc9c0\uc218<\/strong><\/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>\ub2e4\uc6b0<\/td>\n<td>52,747.32<\/td>\n<td><strong>+1.03%<\/strong> (+537.24)<\/td>\n<\/tr>\n<tr>\n<td>S&amp;P500<\/td>\n<td>7,428.78<\/td>\n<td><strong>+0.21%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5 \uc885\ud569<\/td>\n<td>24,876.91<\/td>\n<td><strong>-0.22%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5100<\/td>\n<td>\u2014<\/td>\n<td><strong>-1%<\/strong> (\uc7a5\uc911 \uc870\uc815 \uc601\uc5ed \uadfc\uc811)<\/td>\n<\/tr>\n<tr>\n<td>SOX (\ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4)<\/td>\n<td>11,000\uc120 \ud558\ud68c<\/td>\n<td><strong>-4.5%<\/strong> (\uc7a5\uc911 -6.5%)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li><strong>S&amp;P500 \ub3d9\uc77c\uac00\uc911 \uc9c0\uc218 \uc0ac\uc0c1 \ucd5c\uace0.<\/strong> \uc2dc\uac00\ucd1d\uc561 \uac00\uc911 \uc9c0\uc218\ub294 +0.21%\uc5d0 \uadf8\ucce4\uc9c0\ub9cc, \ubc18\ub3c4\uccb4\u00b7AI\ub97c \ube7c\uba74 \uc2dc\uc7a5 \uc804\ubc18\uc740 \uc624\ud788\ub824 \uac15\ud588\ub2e4\ub294 \ub73b.<\/li>\n<li><strong>\uc560\ud50c \uc2dc\uac00\ucd1d\uc561 5\uc870 \ub2ec\ub7ec \ucd5c\ucd08 \ub3cc\ud30c<\/strong>, \uc5d4\ube44\ub514\uc544\ub97c \uc81c\uce58\uace0 \uc138\uacc4 \uc2dc\ucd1d 1\uc704 \ub4f1\uadf9.<\/li>\n<li>\ub9c8\uc774\ud06c\ub860 $800 \ud558\ud68c, \uc0cc\ub514\uc2a4\ud06c -14%(6\uc6d4 \ub9d0 \uace0\uc810 $2,350 \ub300\ube44 \ud55c \ub2ec \ub9cc\uc5d0 -50%), AMD\u00b7\uc778\ud154 -3%\ub300, \uc5d4\ube44\ub514\uc544 -1.2%.<\/li>\n<\/ul>\n<p><strong>[\uc0ac\uc2e4] \u2014 \ub9e4\ud06c\ub85c\u00b7\uc6d0\uc790\uc7ac<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\ud56d\ubaa9<\/th>\n<th>\uac12<\/th>\n<th>\ub4f1\ub77d\u00b7\ube44\uace0<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>WTI \uc6d0\uc720<\/td>\n<td><strong>$82.04<\/strong><\/td>\n<td><strong>-8.1%<\/strong> \u2014 \ubbf8\u00b7\uc774\ub780 \ud734\uc804 \uc720\uc9c0, \uc0ac\uc6b0\ub514\u00b7\uc624\ub9cc\uc758 \ud638\ub974\ubb34\uc988 \ub17c\uc758 \uc9c4\ud589<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e \uad6d\ucc44 10Y<\/td>\n<td><strong>4.62%<\/strong><\/td>\n<td>3\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d, \uc57d 1\uc8fc \ucd5c\uc800. \uc720\uac00 \ud558\ub77d\uc774 \ucc44\uad8c \uc218\uc694 \uc9c0\uc9c0<\/td>\n<\/tr>\n<tr>\n<td>\uae08 (\ud604\ubb3c)<\/td>\n<td><strong>$4,032.42<\/strong><\/td>\n<td>-1.1%, \ub2ec\ub7ec \uac15\uc138\uc5d0 \ub20c\ub9bc<\/td>\n<\/tr>\n<tr>\n<td>DXY<\/td>\n<td>\uc57d 101.5<\/td>\n<td>1\uac1c\uc6d4 \ucd5c\uace0 \ubd80\uadfc<\/td>\n<\/tr>\n<tr>\n<td>VIX<\/td>\n<td><strong>18.19<\/strong><\/td>\n<td>-2.57% \u2014 \uacbd\uacc4 \uc218\uc900\uc774\uc9c0\ub9cc \ud328\ub2c9\uc740 \uc544\ub2d8<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>[\uc0ac\uc2e4] \u2014 \ud55c\uad6d 7\/28 \ub9c8\uac10 (\ubcf5\uae30)<\/strong><\/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>KOSPI<\/td>\n<td>6,023.66<\/td>\n<td><strong>-10.84%<\/strong> (-732.09)<\/td>\n<\/tr>\n<tr>\n<td>KOSDAQ<\/td>\n<td>705.85<\/td>\n<td><strong>-7.72%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\uc0bc\uc131\uc804\uc790<\/td>\n<td>\u2014<\/td>\n<td><strong>-13.39%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>SK\ud558\uc774\ub2c9\uc2a4<\/td>\n<td>\u2014<\/td>\n<td><strong>-14.65%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\uc6d0\/\ub2ec\ub7ec<\/td>\n<td><strong>1,462.5\uc6d0<\/strong><\/td>\n<td>-6.0\uc6d0 (7\/28 15:30 \uae30\uc900)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>09:06 \ub9e4\ub3c4 \uc0ac\uc774\ub4dc\uce74 \u2192 10:13 \uc11c\ud0b7\ube0c\ub808\uc774\ucee4 20\ubd84 \uac70\ub798\uc815\uc9c0(\uc62c\ud574 8\ubc88\uc9f8). \ucf54\uc2a4\ub2e5\ub3c4 12:01 \uc11c\ud0b7\ube0c\ub808\uc774\ucee4.<\/li>\n<li>\uc678\uad6d\uc778 \uc21c\ub9e4\ub3c4 4\uc870\uc6d0 \uc774\uc0c1(\uc9d1\uacc4 \uae30\uad00\uc5d0 \ub530\ub77c 4~5\uc870\uc6d0).<\/li>\n<li>6\uc6d4 19\uc77c \uace0\uc810 9,385.59 \ub300\ube44 \uc57d <strong>-36%<\/strong>.<\/li>\n<\/ul>\n<hr>\n<h2>2. \uc624\ub298\uc758 \ud575\uc2ec \ud55c \uac00\uc9c0 \u2014 \uc774\uac74 \ubc38\ub958\uc5d0\uc774\uc158 \uc870\uc815\uc774 \uc544\ub2c8\ub77c &#39;\uacfc\uc810 \uad6c\uc870&#39;\uc5d0 \ub300\ud55c \uc9c8\ubb38\uc774\ub2e4<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong> CXMT(\ucc3d\uc2e0\uba54\ubaa8\ub9ac, ChangXin Memory)\ub294 7\/27 \uc0c1\uc7a5 \uccab\ub0a0 \uacf5\ubaa8\uac00 8.66\uc704\uc548\uc5d0\uc11c 49\uc704\uc548\uc73c\ub85c <strong>+466%<\/strong> \ub9c8\uac10\ud588\ub2e4. \uc2dc\uac00\ucd1d\uc561 \uc57d 3.3\uc870 \uc704\uc548(\uc57d 717\uc870\uc6d0)\uc73c\ub85c \uacf5\uc0c1\uc740\ud589\uc744 \uc81c\uce58\uace0 <strong>A\uc8fc \uc2dc\ucd1d 1\uc704<\/strong>. \uc870\ub2ec \uae08\uc561 579\uc5b5 \uc704\uc548(\uc57d 12.5\uc870\uc6d0)\uc740 \uc911\uad6d \ubc18\ub3c4\uccb4 \uae30\uc5c5 \uc0ac\uc0c1 \ucd5c\ub300\uc774\uc790 2026\ub144 \uc544\uc2dc\uc544 \ucd5c\ub300 IPO\ub2e4. \uce74\uc6b4\ud130\ud3ec\uc778\ud2b8 \uae30\uc900 1\ubd84\uae30 DRAM \uc810\uc720\uc728 8%\ub85c \uc138\uacc4 4\uc704.<\/p>\n<p><strong>[\uc0ac\uc2e4]<\/strong> \uac19\uc740 \uc2dc\uae30 \uc911\uad6d \uad6d\uc601\uae30\uc5c5\uc774 ASML \ub300\uccb4\ub97c \uaca8\ub0e5\ud55c <strong>\uc774\uba38\uc804 DUV \ub178\uad11\uc7a5\ube44 \uc591\uc0b0\uc5d0 \ucc29\uc218<\/strong>\ud588\ub2e4\ub294 \ubcf4\ub3c4\uac00 \ub098\uc654\ub2e4. EUV \uc218\uc900\uc740 \uc544\ub2c8\uc9c0\ub9cc, HBM\uc744 \ud3ec\ud568\ud55c \uc0c1\ub2f9\uc218 \uc120\ub2e8 \uacf5\uc815\uc740 DUV\ub85c \ucee4\ubc84\ub41c\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d]<\/strong> \uadf8\ub3d9\uc548 \ud55c\uad6d \ubc18\ub3c4\uccb4 \ubc38\ub958\uc5d0\uc774\uc158\uc758 \ubfcc\ub9ac\ub294 \ub2e8 \ud558\ub098\uc600\ub2e4 \u2014 <strong>&quot;\uba54\ubaa8\ub9ac\ub294 3\uc0ac \uacfc\uc810\uc774\ub2e4&quot;<\/strong>. \uc0bc\uc131 36% + SK\ud558\uc774\ub2c9\uc2a4 29% + \ub9c8\uc774\ud06c\ub860 24% = 89%. \uc774 \uad6c\uc870 \ub54c\ubb38\uc5d0 \ub2e4\uc6b4\uc0ac\uc774\ud074\uc5d0\ub3c4 \uac10\uc0b0\uc73c\ub85c \uac00\uaca9\uc744 \ubc29\uc5b4\ud560 \uc218 \uc788\uc5c8\uace0, \uadf8\ub798\uc11c \uc2dc\uc7a5\uc740 \uacfc\uc810 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc5b9\uc5b4\uc92c\ub2e4.<\/p>\n<p>CXMT\uc758 12.5\uc870\uc6d0 \uc870\ub2ec\uacfc DUV \uad6d\uc0b0\ud654\ub294 \uadf8 \uc804\uc81c\ub97c <strong>\ucc98\uc74c\uc73c\ub85c \uc22b\uc790\ub85c \ubc18\ubc15\ud55c<\/strong> \uc0ac\uac74\uc774\ub2e4. \uc810\uc720\uc728 8%\ub294 \uc544\uc9c1 \uc791\uc9c0\ub9cc, &quot;\uc790\uae08\uc774 \uc5c6\uc5b4\uc11c \ubabb \ub298\ub9b0\ub2e4&quot;\ub294 \uc81c\uc57d\uc774 \uc0ac\ub77c\uc84c\ub2e4\ub294 \uac8c \ud575\uc2ec\uc774\ub2e4. \uc5b4\uc81c \ud55c\uad6d \uc2dc\uc7a5\uc774 \ud558\ub8e8\uc5d0 10% \ube60\uc9c4 \uc774\uc720\ub294 \uc2e4\uc801 \uc804\ub9dd\uc774 \ud558\ub8e8 \ub9cc\uc5d0 10% \ub098\ube60\uc838\uc11c\uac00 \uc544\ub2c8\ub77c, <strong>\uc790\uc0b0\uc5d0 \ubd99\uc5b4 \uc788\ub358 \ud504\ub9ac\ubbf8\uc5c4\uc758 \uadfc\uac70\uac00 \ud754\ub4e4\ub838\uae30 \ub54c\ubb38<\/strong>\uc774\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d \u2014 \uadf8\ub798\uc11c \ubb34\uc5c7\uc744 \ubcfc \uac83\uc778\uac00]<\/strong> \uc55e\uc73c\ub85c \uc774 \uc774\uc57c\uae30\uc758 \uc9c4\uc704\ub97c \uac00\ub974\ub294 \uac83\uc740 \uc8fc\uac00\uac00 \uc544\ub2c8\ub77c <strong>DRAM \ud604\ubb3c\uac00\u00b7\uace0\uc815\uac70\ub798\uac00, \uadf8\ub9ac\uace0 CXMT\uc758 \uc2e4\uc81c \uce90\ud30c \uc99d\uc124 \ubc1c\ud45c<\/strong>\ub2e4. \uac10\uc815\uc774 \uc544\ub2c8\ub77c \uc774 \ub450 \uc22b\uc790\ub97c \ucd94\uc801\ud574\uc57c \ud55c\ub2e4. \ub9c8\uc774\ud06c\ub860\uc774 4\ubd84\uae30 \ub9e4\ucd9c $500\uc5b5\uc744 \uac00\uc774\ub358\uc2a4\ub85c \uc81c\uc2dc\ud55c \uc0c1\ud0dc\uc774\ubbc0\ub85c, \ub2e4\uc74c \uc2e4\uc801 \uc2dc\uc98c\uc758 \uac00\uaca9 \ucf54\uba58\ud2b8\uac00 \uccab \uac80\uc99d\ub300\uac00 \ub41c\ub2e4.<\/p>\n<hr>\n<h2>3. \ub450 \ubc88\uc9f8 \ubcc0\uc218 \u2014 &quot;\ubbf8\uad6d\uc740 \uc65c \uc548 \ubb34\ub108\uc84c\ub098&quot;\uac00 \uc624\ud788\ub824 \ub354 \uc911\uc694\ud55c \uc815\ubcf4\ub2e4<\/h2>\n<p><strong>[\uad00\uce21]<\/strong> \uc5b4\uc81c \ubbf8\uad6d\uc7a5\uc758 \uad6c\uc870\ub97c \ubcf4\uba74:<\/p>\n<ul>\n<li>\ubc18\ub3c4\uccb4: SOX -4.5%, 6\uc6d4 \uace0\uc810 \ub300\ube44 <strong>-25%<\/strong> (\uae30\uc220\uc801 \uc57d\uc138\uc7a5)<\/li>\n<li>\uadf8 \uc678 \uc804\ubd80: \ub2e4\uc6b0 +1.03%, <strong>S&amp;P500 \ub3d9\uc77c\uac00\uc911 \uc0ac\uc0c1 \ucd5c\uace0<\/strong><\/li>\n<li>\ubcc0\ub3d9\uc131: VIX 18.19\ub85c \uc624\ud788\ub824 \ud558\ub77d<\/li>\n<li>\uc548\uc804\uc790\uc0b0: \uae08 -1.1%, \uad6d\ucc44\uae08\ub9ac \ud558\ub77d(\uc720\uac00 \uc694\uc778)<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong> \uc774\uac83\uc740 \uc804\ud615\uc801\uc778 <strong>\uc139\ud130 \ub514\ub808\uc774\ud305 + \ub85c\ud14c\uc774\uc158<\/strong>\uc774\uc9c0, \uc2dc\uc2a4\ud15c \ub9ac\uc2a4\ud06c\uac00 \uc544\ub2c8\ub2e4. \ub9cc\uc57d \uae00\ub85c\ubc8c \uc704\ud5d8\uc120\ud638\uac00 \ubb34\ub108\uc9c0\ub294 \uad6d\uba74\uc774\uc5c8\ub2e4\uba74 VIX\uac00 25 \uc774\uc0c1\uc73c\ub85c \ud280\uace0, \uae08\uc774 \uc624\ub974\uace0, \uc2e0\uc6a9 \uc2a4\ud504\ub808\ub4dc\uac00 \ubc8c\uc5b4\uc84c\uc5b4\uc57c \ud55c\ub2e4. \uadf8\ub7f0 \ud754\uc801\uc774 \uc5c6\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d \u2014 \uc9c4\uaddc\uc5d0\uac8c \uc911\uc694\ud55c \ud504\ub808\uc784]<\/strong> \uadf8\ub807\ub2e4\uba74 \ud55c\uad6d \uc9c0\uc218\uc758 -10.84%\ub294 &quot;\uc138\uacc4\uac00 \ubb34\ub108\uc838\uc11c&quot;\uac00 \uc544\ub2c8\ub77c <strong>&quot;\uc6b0\ub9ac \uc9c0\uc218\uac00 \ubc18\ub3c4\uccb4\ub85c \ub9cc\ub4e4\uc5b4\uc838 \uc788\uc5b4\uc11c&quot;<\/strong> \ubc1c\uc0dd\ud55c \ud1b5\uc99d\uc774\ub2e4. \uc774 \ub458\uc740 \ub300\uc751\uc774 \uc804\ud600 \ub2e4\ub974\ub2e4.<\/p>\n<ul>\n<li>\uc138\uacc4\uac00 \ubb34\ub108\uc9c0\ub294 \uad6d\uba74 \u2192 \uc790\uc0b0 \uc804\uccb4\uc758 \uc704\ud5d8 \uc218\uc900\uc744 \ub0ae\ucd94\ub294 \ubb38\uc81c<\/li>\n<li>\ud55c \uc139\ud130\uac00 \uc7ac\ud3c9\uac00\ub418\ub294 \uad6d\uba74 \u2192 <strong>\uc9d1\uc911\ub3c4(concentration)\uc758 \ubb38\uc81c<\/strong><\/li>\n<\/ul>\n<p>\uc2dc\uc7a5\ubd84\uc11d\uac00\ub85c\uc11c \uc9da\uc744 \uac83\uc740 \ubc29\ud5a5\uc774 \uc544\ub2c8\ub77c <strong>\uad6c\uc870<\/strong>\ub2e4. \uc9c0\uc218 \ud558\ub098\uc5d0 \uad6d\uac00 \uc0b0\uc5c5 \uc0ac\uc774\ud074\uc774 \uadf8\ub300\ub85c \uc5b9\ud600 \uc788\ub294 \uc2dc\uc7a5\uc5d0\uc11c\ub294, \uac1c\ubcc4 \ud310\ub2e8\uc774 \ub9de\uc544\ub3c4 \uc9c0\uc218 \ub178\ucd9c\ub9cc\uc73c\ub85c \uc190\uc2e4\uc774 \ubc1c\uc0dd\ud55c\ub2e4.<\/p>\n<hr>\n<h2>4. \uc815\ucc45\u00b7\uc774\ubca4\ud2b8 \ubc30\uacbd<\/h2>\n<p><strong>[\uc0ac\uc2e4] FOMC \u2014 7\/29 14:00 ET = \ud55c\uad6d 7\/30 03:00 KST<\/strong><\/p>\n<ul>\n<li>\ud604 \uc815\ucc45\uae08\ub9ac 3.50~3.75%. \ub3d9\uacb0 \ud655\ub960 <strong>65.7%<\/strong>, \uc778\uc0c1 \ud655\ub960 \uc57d <strong>34%<\/strong> (7\/27 CME FedWatch \uae30\uc900).<\/li>\n<li><strong>\ube44-SEP \ud68c\uc758<\/strong> \u2014 \uc810\ub3c4\ud45c\u00b7\uacbd\uc81c\uc804\ub9dd \uc5c6\uc74c. \uc131\uba85\uc11c \ubb38\uad6c\uc640 \uae30\uc790\ud68c\uacac\uc774 \uc804\ubd80.<\/li>\n<li>7\/15\uc5d0\ub294 \uc778\uc0c1 \ud655\ub960\uc774 10.7%\uc600\ub2e4. \uc720\uac00\uac00 $100\uc744 \ub118\uc73c\uba74\uc11c 7\/22\uc5d0 34.7%\ub85c \uc138 \ubc30 \uc774\uc0c1 \ub6f0\uc5c8\ub2e4. <strong>\uadf8\ub7f0\ub370 \uc5b4\uc81c \uc720\uac00\uac00 -8.1%\ub85c $82\uae4c\uc9c0 \ubc00\ub838\ub2e4.<\/strong><\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong> \uc778\uc0c1 \ud655\ub960\uc744 \ubc00\uc5b4\uc62c\ub9b0 \uc7ac\ub8cc(\uc720\uac00)\uac00 \uc9c0\ub09c \uba70\uce60 \uc0ac\uc774 \uc0c1\ub2f9 \ubd80\ubd84 \ub418\ub3cc\ub824\uc84c\ub2e4. \ub530\ub77c\uc11c 34%\ub77c\ub294 \uc22b\uc790\ub294 <em>\uc9c0\uae08 \uc2dc\uc810\uc5d0\uc11c \ub2e4\uc18c \uacfc\ub300\ud3c9\uac00\ub41c \uac12<\/em>\uc77c \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \ub2e4\ub9cc \uc6cc\uc2dc \uc758\uc7a5\uc774 \uc758\ud68c\uc5d0\uc11c &quot;\uc9c0\uc18d\uc801\uc73c\ub85c \ub192\uc740 \uc778\ud50c\ub808\uc774\uc158\uc5d0 \ub300\ud55c \uad00\uc6a9\uc740 \uc5c6\ub2e4&quot;\uace0 \ubc1c\uc5b8\ud55c \uc774\ub825\uc774 \uc788\uc5b4, <strong>\ub3d9\uacb0\ud558\ub354\ub77c\ub3c4 \uc131\uba85\uc11c \ud1a4\uc774 \ub9e4\ud30c\uc801\uc73c\ub85c \ub098\uc62c \uc5ec\uc9c0<\/strong>\uac00 \uc788\ub2e4. \ud55c\uad6d \uc2dc\uc7a5 \uc785\uc7a5\uc5d0\uc11c\ub294 7\/30 \uc0c8\ubcbd \uacb0\uacfc \uc804\uae4c\uc9c0 \uad00\ub9dd \uc555\ub825\uc774 \uc788\ub2e4\ub294 \ub73b.<\/p>\n<p><strong>[\uc0ac\uc2e4] \uc9c0\uc815\ud559<\/strong> \u2014 \ubbf8\u00b7\uc774\ub780 \ud734\uc804\uc774 \uc720\uc9c0\ub418\uace0 \uc788\uace0, \uc0ac\uc6b0\ub514\u00b7\uc624\ub9cc\uc774 \ucc38\uc5ec\ud55c \ud638\ub974\ubb34\uc988 \ud574\ud611 \uad00\ub828 \ub17c\uc758\uac00 \uc9c4\ud589 \uc911. \uc774\uac83\uc774 \uc720\uac00 -8%\uc758 \uc9c1\uc811 \uc6d0\uc778.<\/p>\n<hr>\n<h2>5. \ub2e4\uc74c \ud55c\uad6d\uc7a5 (7\/29 \uc218, KST) \ud504\ub9ac\ubdf0<\/h2>\n<p><strong>[\uc0ac\uc2e4] \ucd9c\ubc1c \uc870\uac74<\/strong><\/p>\n<ul>\n<li>\ubbf8\uad6d \ubc18\ub3c4\uccb4\uac00 <strong>\ucd94\uac00\ub85c -4.5%<\/strong> \ud558\ub77d\ud588\ub2e4. \uc5b4\uc81c \ud55c\uad6d\uc7a5\uc758 \ub099\ud3ed\uc774 \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ub418\ub3cc\ub824\uc9c0\uc9c0 <strong>\uc54a\uc558\ub2e4<\/strong>.<\/li>\n<li>\ub2e4\ub9cc \ubbf8\uad6d \uc9c0\uc218 \uc804\ubc18(\ub2e4\uc6b0 +1.03%)\uacfc \uc720\uac00(-8.1%), \uae08\ub9ac(4.62%)\ub294 \uc6b0\ud638\uc801\uc73c\ub85c \uc6c0\uc9c1\uc600\ub2e4.<\/li>\n<li>\uc6d0\/\ub2ec\ub7ec 1,462.5\uc6d0 \u2014 \uc804\uc77c \ub300\ube44 \ud558\ub77d.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d] \ub450 \ud798\uc758 \ucda9\ub3cc<\/strong> \u2014 7\/29 \ud55c\uad6d\uc7a5\uc740 \u2460 \uc774\ud2c0 \uc5f0\uc18d \ubc00\ub9b0 SOX\ub97c \ubc18\uc601\ud558\ub824\ub294 \ucd94\uac00 \ud558\ubc29 \uc555\ub825\uacfc \u2461 \ud558\ub8e8 -10.84% \uc774\ud6c4\uc758 \uae30\uc220\uc801 \ubc18\ubc1c\u00b7\ub099\ud3ed\uacfc\ub300 \uc778\uc2dd\uc774 \uc815\uba74\uc73c\ub85c \ubd80\ub52a\ud788\ub294 \uc790\ub9ac\ub2e4. \uc99d\uad8c\uac00\uc5d0\uc11c\ub294 \ucf54\uc2a4\ud53c 12\uac1c\uc6d4 \uc120\ud589 PER\uc774 \uae08\uc735\uc704\uae30 \uc218\uc900\uae4c\uc9c0 \ub0b4\ub824\uc654\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc624\uace0 \uc788\uc73c\ub098, <strong>\ubc38\ub958\uc5d0\uc774\uc158\uc774 \uc2f8\ub2e4\ub294 \uac83\uc740 \ubc14\ub2e5\uc758 \uadfc\uac70\uac00 \uc544\ub2c8\ub77c \ud558\ubc29\uc758 \uc644\ucda9\uc77c \ubfd0<\/strong>\uc774\ub2e4. \uad6c\uc870(\uc911\uad6d \uacf5\uae09) \uc9c8\ubb38\uc5d0 \ub2f5\uc774 \ub098\uc624\uae30 \uc804\uae4c\uc9c0 \ubcc0\ub3d9\uc131\uc740 \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d] \ucc38\uace0 \uc778\ubb3c 4\uc778 \uad00\uc810\uc758 \uad50\ucc28 \uac80\uc99d<\/strong> \u2014 \uacfd\uc0c1\uc900\u00b7\ubc15\uc2dc\ub3d9\u00b7\uc774\uad11\uc218\u00b7\uc774\uc120\uc5fd \ub124 \uc0ac\ub78c\uc758 \uacf5\ud1b5 \uc804\uc81c\ub294 &quot;\ubc18\ub3c4\uccb4 \uc911\uc2ec + \ud55c\uad6d \uc99d\uc2dc \uc7a5\uae30 \uc0c1\uc2b9&quot;\uc774\uc5c8\ub2e4. \uc774\ubc88 \uc0ac\uac74\uc740 \uadf8 \uacf5\ud1b5 \uc804\uc81c\uc758 <em>\uac00\uc7a5 \uc57d\ud55c \uace0\ub9ac<\/em>(\uba54\ubaa8\ub9ac \uacfc\uc810\uc758 \uc9c0\uc18d\uc131)\ub97c \uc815\ud655\ud788 \uaca8\ub0e5\ud55c \uac83\uc774\ub2e4. \ub124 \uc0ac\ub78c\uc758 \uacac\ud574\uac00 \ud2c0\ub838\ub2e4\ub294 \ub73b\uc774 \uc544\ub2c8\ub77c, <strong>\ub124 \uc0ac\ub78c\uc774 \uac19\uc740 \ubc29\ud5a5\uc744 \ubcf8\ub2e4\ub294 \uc0ac\uc2e4 \uc790\uccb4\uac00 \uc548\uc804\uc758 \uadfc\uac70\ub294 \uc544\ub2c8\ub77c\ub294 \uc810<\/strong>\uc744 \uc9c0\uae08 \ud655\uc778\ud558\uace0 \uc788\ub294 \uc148\uc774\ub2e4. \uc774 \uad6d\uba74\uc5d0\uc11c \ud544\uc694\ud55c \uac83\uc740 \ud655\uc2e0\uc758 \uac15\ud654\uac00 \uc544\ub2c8\ub77c \uc804\uc81c\uc758 \uc7ac\uac80\ud1a0\ub2e4.<\/p>\n<hr>\n<h2>6. \uccb4\ud06c\ud3ec\uc778\ud2b8 \u2014 7\/29 \ud55c\uad6d\uc7a5 \uac1c\uc7a5 \uc2dc \ubcfc \uac83<\/h2>\n<ol>\n<li><strong>\uac1c\uc7a5 \uac2d\uacfc \uccab 30\ubd84<\/strong> \u2014 SOX\uac00 \uc774\ud2c0\uc9f8 -4.5%. \uac2d\ub2e4\uc6b4 \ud6c4 \ud68c\ubcf5 \uc5ec\ubd80\uac00 \uadf8\ub0a0 \uc131\uaca9\uc744 \uacb0\uc815.<\/li>\n<li><strong>\uc678\uad6d\uc778 \uc218\uae09<\/strong> \u2014 4\uc870\uc6d0\ub300 \uc21c\ub9e4\ub3c4\uac00 \ud558\ub8e8\ub85c \ub05d\ub098\ub294\uc9c0, \uc774\uc5b4\uc9c0\ub294\uc9c0. \uc5b4\uc81c \ub9e4\ub3c4\uac00 \ud328\ub2c9\uc774\uc5c8\ub2e4\uba74 \uc624\ub298\uc740 \uc904\uc5b4\uc57c \uc815\uc0c1.<\/li>\n<li><strong>\uc6d0\/\ub2ec\ub7ec 1,462.5\uc6d0<\/strong> \u2014 \uc8fc\uc2dd \ub9e4\ub3c4\uac00 \ud658\uc804\uc73c\ub85c \uc774\uc5b4\uc9c0\uba74 \ud658\uc728\uc774 \ud284\ub2e4. \uc774 \uad34\ub9ac\uac00 \uc720\uc9c0\ub418\ub294\uc9c0\uac00 \uc790\uae08 \uc774\ud0c8 \uac15\ub3c4\uc758 \uc9c4\uc9dc \uc628\ub3c4\uacc4.<\/li>\n<li><strong>FOMC \ub300\uae30 \uc2ec\ub9ac<\/strong> \u2014 7\/30 03:00 KST. \uacb0\uacfc \uc804 \uad00\ub9dd vs \uc720\uac00 \ud558\ub77d\uc5d0 \uae30\ub304 \uc120\ubc18\uc601.<\/li>\n<\/ol>\n<hr>\n<h2>7. \uacf5\ubd80 \ub178\ud2b8 \u2014 &quot;\ub3d9\uc77c\uac00\uc911 \uc9c0\uc218(Equal-Weight Index)&quot;\uac00 \uc65c \uc911\uc694\ud55c\uac00<\/h2>\n<p><strong>\uac1c\ub150<\/strong> \u2014 \uc77c\ubc18\uc801\uc778 S&amp;P500\uc740 <em>\uc2dc\uac00\ucd1d\uc561 \uac00\uc911<\/em>\uc774\ub2e4. \uc560\ud50c\u00b7\uc5d4\ube44\ub514\uc544\ucc98\ub7fc \ud070 \uae30\uc5c5\uc774 \uc9c0\uc218\uc758 \ud070 \ubaab\uc744 \ucc28\uc9c0\ud55c\ub2e4. \ub3d9\uc77c\uac00\uc911 \uc9c0\uc218(RSP \ub4f1)\ub294 500\uac1c \uae30\uc5c5\uc744 \uac01\uac01 0.2%\uc529 \ub611\uac19\uc774 \ub2f4\ub294\ub2e4.<\/p>\n<p><strong>\ube44\uc720<\/strong> \u2014 \uc2dc\ucd1d \uac00\uc911 \uc9c0\uc218\ub294 &quot;\ubc18\uc5d0\uc11c \ud0a4 \ud070 \ud559\uc0dd \uba87 \uba85\uc758 \ud3c9\uade0 \ud0a4&quot;\uc5d0 \uac00\uae5d\uace0, \ub3d9\uc77c\uac00\uc911 \uc9c0\uc218\ub294 &quot;\ubc18 \uc804\uccb4\uc758 \ud3c9\uade0 \ud0a4&quot;\ub2e4.<\/p>\n<p><strong>\uc2e4\uc81c \uc0ac\ub840 \u2014 \uc5b4\uc81c<\/strong> \u2014 \uc2dc\ucd1d \uac00\uc911 S&amp;P500\uc740 +0.21%\ub85c \ubbf8\ubbf8\ud588\ub294\ub370 \ub3d9\uc77c\uac00\uc911\uc740 <strong>\uc0ac\uc0c1 \ucd5c\uace0<\/strong>\ub97c \ucc0d\uc5c8\ub2e4. \uc774 \uad34\ub9ac\uac00 \uc54c\ub824\uc8fc\ub294 \uac83\uc740 \uba85\ud655\ud558\ub2e4. <em>\uc9c0\uc218\uac00 \uc548 \uc624\ub978 \uc774\uc720\ub294 \uc2dc\uc7a5\uc774 \uc57d\ud574\uc11c\uac00 \uc544\ub2c8\ub77c, \uc9c0\uc218 \uc0c1\ub2e8\uc744 \ucc28\uc9c0\ud55c \uc18c\uc218 \ub300\ud615 \ubc18\ub3c4\uccb4\u00b7AI \uc885\ubaa9\uc774 \ube60\uc84c\uae30 \ub54c\ubb38<\/em>\uc774\ub2e4. \ub450 \uc9c0\uc218\uc758 \ucc28\uc774\ub97c \ubcf4\uba74 &quot;\uc9c0\uae08 \uc2dc\uc7a5\uc774 \ub113\uac8c \uc88b\uc740\uac00, \uc881\uac8c \uc88b\uc740\uac00&quot;\ub97c \ud55c \ub208\uc5d0 \ud310\ubcc4\ud560 \uc218 \uc788\ub2e4.<\/p>\n<p><strong>\ud55c\uad6d\uc5d0 \uc801\uc6a9\ud558\uba74<\/strong> \u2014 \ucf54\uc2a4\ud53c\ub294 \uc0bc\uc131\uc804\uc790+SK\ud558\uc774\ub2c9\uc2a4\ub9cc\uc73c\ub85c \uc2dc\ucd1d \ube44\uc911\uc774 \ub9e4\uc6b0 \ud06c\ub2e4. \uc989 \ucf54\uc2a4\ud53c\ub294 \uad6c\uc870\uc801\uc73c\ub85c <em>\uadf9\ub2e8\uc801\uc778 \uc2dc\ucd1d \uac00\uc911 \uc9c0\uc218<\/em>\ub2e4. \uc5b4\uc81c\uc758 -10.84%\ub294 \uc774 \uad6c\uc870\uac00 \uadf8\ub300\ub85c \ub4dc\ub7ec\ub09c \uc0ac\uac74\uc774\ub2e4.<\/p>\n<hr>\n<h2>8. \uc815\uc815 \uc0ac\ud56d<\/h2>\n<ul>\n<li>\uc9c1\uc804 7\/28 AM \ub9ac\ud3ec\ud2b8\uc5d0\uc11c \uc678\uad6d\uc778 \uc21c\ub9e4\ub3c4\ub97c &quot;\uc57d \u20a95\uc870&quot;\ub85c \ud45c\uae30\ud588\uc73c\ub098, \ucd5c\uc885 \uc9d1\uacc4 \uae30\uc900 <strong>4\uc870\uc6d0\ub300<\/strong>\ub85c \ud655\uc778\ub410\ub2e4(\ub9e4\uccb4\ubcc4 \uc9d1\uacc4 \ucc28\uc774). \ubcf8 \ub9ac\ud3ec\ud2b8\uc5d0\uc11c\ub294 &quot;4\uc870\uc6d0 \uc774\uc0c1&quot;\uc73c\ub85c \ud45c\uae30\ud55c\ub2e4.<\/li>\n<\/ul>\n<hr>\n<h2>Sources<\/h2>\n<ul>\n<li><a href=\"https:\/\/finance.yahoo.com\/markets\/live\/stock-market-today-tuesday-july-28-dow-sp-500-nasdaq-chip-stocks-082832371.html\">Stock market today: Nasdaq bounces back, S&amp;P 500 and Dow rise (Yahoo Finance)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/28\/sk-hynix-plunges-semiconductor-selloff-deepens-samsung-softbank.html\">Micron, Nvidia fall after SK Hynix plunges nearly 15% (CNBC)<\/a><\/li>\n<li><a href=\"https:\/\/www.bloomberg.com\/news\/newsletters\/2026-07-28\/ai-boom-to-bust-fears-deepen-global-selloff-in-semiconductor-stocks\">AI Boom-to-Bust Fears Deepen Global Selloff in Semiconductor Stocks (Bloomberg)<\/a><\/li>\n<li><a href=\"https:\/\/www.fnnews.com\/news\/202607281538171499\">\ucf54\uc2a4\ud53c \uc7a5\uc911 6000\uc120 \ubd95\uad34\u2026\uc678\uad6d\uc778 4\uc870 &#39;\ud328\ub2c9\uc140&#39; (\ud30c\uc774\ub0b8\uc15c\ub274\uc2a4)<\/a><\/li>\n<li><a href=\"https:\/\/www.news1.kr\/finance\/general-stock\/6241623\">\uc0bc\uc131\uc804\uc790 13%\u00b7SK\ud558\uc774\ub2c9\uc2a4 14% \ud3ed\ub77d (\ub274\uc2a41)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/27\/cxmt-china-market-debut-chipmaker-ipo.html\">Chipmaker CXMT&#39;s 466% market debut surge (CNBC)<\/a><\/li>\n<li><a href=\"https:\/\/www.insightkorea.co.kr\/news\/articleView.html?idxno=251133\">CXMT \uc0c1\uc7a5\uc5d0 DUV \uad6d\uc0b0\ud654\uae4c\uc9c0\u2026K\ubc18\ub3c4\uccb4, \uc911\uad6d\ubc1c \uc1fc\ud06c\uc5d0 \uae34\uc7a5 (\uc778\uc0ac\uc774\ud2b8\ucf54\ub9ac\uc544)<\/a><\/li>\n<li><a href=\"https:\/\/www.mt.co.kr\/economy\/2026\/07\/28\/2026072815364551633\">\uc6d0\/\ub2ec\ub7ec \ud658\uc728, 6.0\uc6d0 \ub0b4\ub9b0 1462.5\uc6d0 (\uba38\ub2c8\ud22c\ub370\uc774)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/28\/gold-slips-as-firm-dollar-weighs-focus-turns-to-fed-meeting.html\">Gold falls as dollar hovers near one-month peak ahead of Fed (CNBC)<\/a><\/li>\n<li><a href=\"https:\/\/www.cmelitegroup.com\/knowledge-hub\/fomc-meeting-fed-decision-day\/\">FOMC Meeting July 28-29: What to Know About Fed Decision Day<\/a><\/li>\n<li><a href=\"https:\/\/www.hngn.com\/articles\/272326\/20260724\/fed-rate-hike-odds-surge-38-ahead-july-meeting-oil-prices-fuel-inflation-fears.htm\">Fed Rate Hike Odds Surge Ahead Of July Meeting (HNGN)<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/united-states\/government-bond-yield\">US 10 Year Treasury Note Yield (Trading Economics)<\/a><\/li>\n<li><a href=\"https:\/\/www.fxleaders.com\/news\/2026\/07\/28\/micron-mu-stock-dips-below-800-as-as-cxmt-threat-and-memory-oversupply-concerns-weigh-on-shares\/\">Micron MU Stock Dips Below $800 as CXMT Threat Weighs (FX Leaders)<\/a><\/li>\n<li><a href=\"https:\/\/biz.heraldcorp.com\/article\/10821525\">\uc62c\ud574 7\ubc88 \uba48\ucd98 \ucf54\uc2a4\ud53c\u2026\ucd94\uac00 \ub9e4\ub3c4\ubcf4\ub2e4 \ub099\ud3ed\uacfc\ub300 \uc8fc\ubaa9 (\ud5e4\ub7f4\ub4dc\uacbd\uc81c)<\/a><\/li>\n<\/ul>\n<hr>\n<p><em>\ubcf8 \ub9ac\ud3ec\ud2b8\ub294 \ub9e4\ud06c\ub85c \uc2dc\uc7a5 \ud574\uc11d \uc790\ub8cc\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>\uc5b4\uc81c(7\/28) \ucf54\uc2a4\ud53c\ub294 -10.84% \ud3ed\ub77d\ud558\uba70 6,023.66\uc5d0 \ub9c8\uac10\ud588\uc2b5\ub2c8\ub2e4. \uc62c\ud574 \uc5ec\ub35f \ubc88\uc9f8 \uc11c\ud0b7\ube0c\ub808\uc774\ucee4, \uc0bc\uc131\uc804\uc790 -13.39%, SK\ud558\uc774\ub2c9\uc2a4 -14.65%. \uadf8\ub7f0\ub370 \uadf8\ub0a0 \ubc24 \ubbf8\uad6d \uc2dc\uc7a5\uc740 \uc804\ud600 \ub2e4\ub978 \uc5bc\uad74\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \ub2e4\uc6b0\ub294 +1.03% \uc62c\ub790\uace0 S&amp;P500 \ub3d9\uc77c\uac00\uc911 \uc9c0\uc218\ub294 \uc0ac\uc0c1 \ucd5c\uace0\ub97c \ucc0d\uc5c8\ub294\ub370, \ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4\uc9c0\uc218(SOX)\ub9cc -4.5% \ub354 \ubb34\ub108\uc84c\uc2b5\ub2c8\ub2e4. \uc720\uac00\ub294 -8%, \ubbf8 10\ub144\ubb3c\uc740 4.62%\ub85c 3\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uc989 \uc9c0\uae08 \ubb34\ub108\uc9c0\uace0 \uc788\ub294 \uac83\uc740 &#39;\uc2dc\uc7a5 \uc804\uccb4&#39;\uac00 \uc544\ub2c8\ub77c &#39;\ubc18\ub3c4\uccb4 \ud55c \uc139\ud130&#39;\uc774\uace0,&#8230;<\/p>\n","protected":false},"author":1,"featured_media":356,"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-361","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\/361","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=361"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/361\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/356"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=361"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=361"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=361"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}