{"id":367,"date":"2026-07-29T12:49:32","date_gmt":"2026-07-29T12:49:32","guid":{"rendered":"https:\/\/wecansurvive.ca\/?p=367"},"modified":"2026-07-29T12:49:32","modified_gmt":"2026-07-29T12:49:32","slug":"2026-07-29%ec%88%98-%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=367","title":{"rendered":"2026.07.29(\uc218) \ubbf8\uad6d \uc99d\uc2dc \uc2dc\ud669 \ucd1d\uc815\ub9ac \u2014 \ub098\uc2a4\ub2e5\u00b7S&#038;P500 \uc804\ub9dd \ud55c\ub208\uc5d0"},"content":{"rendered":"<p>\uc5b4\uc81c \uc774 \uc790\ub9ac\uc5d0\uc11c &quot;\ubbf8\uad6d\uc740 \ubc84\ud2f0\uace0 \ud55c\uad6d\ub9cc \ubb34\ub108\uc84c\ub2e4&quot;\uace0 \uc37c\uc2b5\ub2c8\ub2e4. \ud558\ub8e8 \ub9cc\uc5d0 \uadf8 \ubb38\uc7a5\uc744 \uc218\uc815\ud574\uc57c \ud569\ub2c8\ub2e4. 7\/29 \uc544\uc2dc\uc544\uc7a5\uc5d0\uc11c \ubb34\ub108\uc9c4 \uac83\uc740 \ud55c\uad6d\ub9cc\uc774 \uc544\ub2c8\uc5c8\uc2b5\ub2c8\ub2e4. \ucf54\uc2a4\ud53c\ub294 5,663.24\ub85c -5.98% \ub9c8\uac10\ud574 \uc774\ud2c0 \ub9cc\uc5d0 -16.17%\uac00 \ub410\uace0, \ub300\ub9cc TAIEX\ub294 40,000\uc120\uc774 \uae68\uc84c\uace0, \ub2db\ucf00\uc774\ub294 -3.95%, \uc18c\ud504\ud2b8\ubc45\ud06c\ub294 -7% \ub5a8\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \uadf8 \ubc29\uc544\uc1e0\ub97c \ub2f9\uae34 \uac83\uc740 \ub180\ub78d\uac8c\ub3c4 SK\ud558\uc774\ub2c9\uc2a4\uc758 <strong>\uc0ac\uc0c1 \ucd5c\ub300 \ubd84\uae30 \uc2e4\uc801<\/strong>\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \uc601\uc5c5\uc774\uc775 60\uc870 5,426\uc5b5\uc6d0, \uc804\ub144 \ub300\ube44 +557%. \uadf8\ub7fc\uc5d0\ub3c4 \uc8fc\uac00\ub294 \uae09\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uc624\ub298 \ubbf8\uad6d\uc7a5 \uac1c\uc7a5 \uc804, \uc774 \uc5ed\uc124\uc774 \ubb34\uc5c7\uc744 \uc758\ubbf8\ud558\ub294\uc9c0 \uadf8\ub9ac\uace0 \uc624\ub298 \ubc24 FOMC\uc640 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\u00b7\uba54\ud0c0 \uc2e4\uc801\uc774 \uc65c \uc774\ubc88 \uc8fc\uc758 \ubd84\uae30\uc810\uc778\uc9c0 \uc815\ub9ac\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc548\ub155\ud558\uc138\uc694, \uce94\uc11c\ubc29\uc785\ub2c8\ub2e4. 2026.07.29(\uc218) \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_1-24.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_2-24.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_3-24.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_4-24.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_5-24.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 05:35 PDT (\ud55c\uad6d 7\/29 21:35 KST)<\/strong><br \/>\n\ub300\uc0c1: 7\/29(\uc218) \ubbf8\uad6d\uc7a5 \u00b7 \uc9c1\uc804 \uc544\uc2dc\uc544\uc7a5 = 7\/29(\uc218) \ub9c8\uac10 \u00b7 \uc9c1\uc804 \ubbf8\uad6d\uc7a5 = 7\/28(\ud654) \ub9c8\uac10<\/p>\n<hr>\n<h2>\u26a1 TL;DR<\/h2>\n<ol>\n<li><strong>\uc774\uc81c \ud55c\uad6d\ub9cc\uc758 \uc774\uc57c\uae30\uac00 \uc544\ub2c8\ub2e4.<\/strong> 7\/29 \uc544\uc2dc\uc544 \uc804\uc5ed\uc774 \ubb34\ub108\uc84c\ub2e4 \u2014 KOSPI <strong>-5.98%<\/strong>(5,663.24), \ucf54\uc2a4\ub2e5 -6.12%(662.68), \ub300\ub9cc TAIEX <strong>40,000\uc120 \ubd95\uad34<\/strong>(\uc7a5\uc911 -4.4%), \ub2db\ucf00\uc774 <strong>-3.95%<\/strong>, \uc18c\ud504\ud2b8\ubc45\ud06c -7%, TSMC -3.5%. \uc5b4\uc81c\uc758 &quot;\ud55c\uad6d \uace0\uc720 \ubb38\uc81c&quot; \ud504\ub808\uc784\uc740 \ud558\ub8e8 \ub9cc\uc5d0 &quot;\uc544\uc2dc\uc544 AI\u00b7\ubc18\ub3c4\uccb4 \uc804\uccb4\uc758 \ub514\ub808\uc774\ud305&quot;\uc73c\ub85c \ud655\uc7a5\ub410\ub2e4. (\uc0ac\uc2e4)<\/li>\n<li><strong>\ubc29\uc544\uc1e0\ub294 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc774\uc5c8\ub2e4.<\/strong> 2\ubd84\uae30 \uc601\uc5c5\uc774\uc775 <strong>60\uc870 5,426\uc5b5\uc6d0<\/strong>(\uc804\ub144 \ub300\ube44 <strong>+557.2%<\/strong>), \ubc18\uae30 \ub204\uc801 \ub9e4\ucd9c 131\uc870 8,950\uc5b5\uc6d0. \uadf8\ub7f0\ub370 \ucee8\uc13c\uc11c\uc2a4 64\uc870\uc6d0\ub300\ub97c <strong>\uc57d 4.7% \ud558\ud68c<\/strong>\ud558\uba74\uc11c \uc8fc\uac00\ub294 \uae09\ub77d\ud588\ub2e4. \uc2e4\uc801\uc774 \ub098\ube60\uc11c\uac00 \uc544\ub2c8\ub77c <em>\uae30\ub300\uac00 \ub354 \ucef8\uae30 \ub54c\ubb38<\/em>\uc774\ub2e4. (\uc0ac\uc2e4)<\/li>\n<li><strong>\uc7a5\uc911 300\ud3ec\uc778\ud2b8 \ub864\ub7ec\ucf54\uc2a4\ud130.<\/strong> \ucf54\uc2a4\ud53c\ub294 +1.09%\ub85c \ucd9c\ubc1c\ud574 \uc7a5\uc911 6,228.52(+3.40%)\uae4c\uc9c0 \uc62c\ub790\ub2e4\uac00 5,929.35\uae4c\uc9c0 \ubc00\ub838\uace0, \uacb0\uad6d 5,663.24\ub85c \ub9c8\uac10\ud588\ub2e4. \uae30\uad00\uc774 \ub300\uaddc\ubaa8 \uc21c\ub9e4\uc218(\uc624\uc804 10\uc2dc \uae30\uc900 1\uc870 5,402\uc5b5\uc6d0)\ub85c \ubc1b\ucce4\ub294\ub370\ub3c4 \uc9c0\uc218\ub97c \ubabb \uc138\uc6e0\ub2e4\ub294 \uc810\uc774 \ud575\uc2ec. (\uc0ac\uc2e4)<\/li>\n<li><strong>\uadf8\ub7f0\ub370 \uc6d0\ud654\ub294 \ub610 \uac15\ud574\uc84c\ub2e4<\/strong> \u2014 \uc6d0\/\ub2ec\ub7ec <strong>1,446.7\uc6d0<\/strong>, \uc804\uc77c \ub300\ube44 <strong>-15.8\uc6d0<\/strong>. \uc774\ud2c0\uac04 \uc9c0\uc218\uac00 -16% \ube60\uc9c0\ub294 \ub3d9\uc548 \ud658\uc728\uc740 \uc624\ud788\ub824 <strong>21.8\uc6d0 \ud558\ub77d<\/strong>\ud588\ub2e4. \uc790\uae08\uc758 \uad6d\uc678 \uc774\ud0c8\ubcf4\ub2e4\ub294 \uad6d\ub0b4 \uc790\uc0b0 \ub0b4\ubd80\uc758 \uc7ac\ud3c9\uac00\ub77c\ub294 \ud574\uc11d\uc774 \uac00\ub2a5\ud55c \ub300\ubaa9. (\uc0ac\uc2e4 + \ud574\uc11d)<\/li>\n<li><strong>\uc624\ub298 \ubbf8\uad6d\uc740 \uc774\ubca4\ud2b8\uac00 3\uc911\uc73c\ub85c \uacb9\uce5c\ub2e4.<\/strong> \u2460 FOMC 14:00 ET(11:00 PDT) \u2014 \uc778\uc0c1 \ud655\ub960 \uc57d 30% \u2461 \uc7a5 \ub9c8\uac10 \ud6c4 <strong>\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\u00b7\uba54\ud0c0 \uc2e4\uc801<\/strong> \u2462 \uc720\uac00 <strong>+3.8% $82.31<\/strong> \ubc18\ub4f1(\uc774\ub780 \ud0c4\ub3c4\ubbf8\uc0ac\uc77c \uc694\uaca9\u00b7\ubbf8-\uc0ac\uc6b0\ub514 \uc774\ub77c\ud06c \uacf5\uc2b5). \uc120\ubb3c\uc740 S&amp;P +0.2%, \ub098\uc2a4\ub2e5100 +0.22%, \ub2e4\uc6b0 -0.32%\ub85c \uad00\ub9dd. (\uc0ac\uc2e4)<\/li>\n<\/ol>\n<blockquote>\n<p>\ud55c \uc904 \uc694\uc57d \u2014 <em>&quot;\uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc5d0 \uc8fc\uac00\uac00 \ube60\uc9c0\ub294 \uad6d\uba74\uc774 \uc2dc\uc791\ub410\ub2e4. \uc774\uac74 \uc2e4\uc801 \uc0ac\uc774\ud074\uc758 \ubb38\uc81c\uac00 \uc544\ub2c8\ub77c, \uc2e4\uc801\uc5d0 \uc5b9\ud600 \uc788\ub358 \uae30\ub300\uc758 \ud06c\uae30\uc5d0 \ub300\ud55c \ubb38\uc81c\ub2e4.&quot;<\/em><\/p>\n<\/blockquote>\n<hr>\n<h2>1. \uc544\uc2dc\uc544\u00b7\uc720\ub7fd \uc815\ub9ac (7\/29 \uc544\uc2dc\uc544 \ub9c8\uac10 \u00b7 \uc720\ub7fd \uc624\uc804)<\/h2>\n<p><strong>[\uc0ac\uc2e4] \u2014 \uc544\uc2dc\uc544 \uc8fc\uc694 \uc9c0\uc218 (7\/29 \ub9c8\uac10)<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\uc2dc\uc7a5<\/th>\n<th>\uc885\uac00\u00b7\uc218\uc900<\/th>\n<th>\ub4f1\ub77d<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>KOSPI<\/td>\n<td><strong>5,663.24<\/strong><\/td>\n<td><strong>-5.98%<\/strong> (-360.42)<\/td>\n<\/tr>\n<tr>\n<td>KOSDAQ<\/td>\n<td><strong>662.68<\/strong><\/td>\n<td><strong>-6.12%<\/strong> (-43.17)<\/td>\n<\/tr>\n<tr>\n<td>\ub300\ub9cc TAIEX<\/td>\n<td>39,772.81 (\uc7a5\uc911 11:53)<\/td>\n<td><strong>-4.40%<\/strong> \u2014 40,000\uc120 \ubd95\uad34<\/td>\n<\/tr>\n<tr>\n<td>\ub2db\ucf00\uc774 225<\/td>\n<td>\u2014<\/td>\n<td><strong>-3.95%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\uc18c\ud504\ud2b8\ubc45\ud06c\uadf8\ub8f9<\/td>\n<td>\u2014<\/td>\n<td><strong>-7%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>TSMC<\/td>\n<td>\u2014<\/td>\n<td>\uc57d <strong>-3.5%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\uc6d0\/\ub2ec\ub7ec (\uc8fc\uac04\uac70\ub798)<\/td>\n<td><strong>1,446.7\uc6d0<\/strong><\/td>\n<td><strong>-15.8\uc6d0<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\ucf54\uc2a4\ud53c\ub294 <strong>\uc774\ud2c0 \uc0c8 -16.17%<\/strong>. 6\uc6d4 19\uc77c \uace0\uc810 9,385.59 \ub300\ube44 \uc57d <strong>-39.7%<\/strong>.<\/li>\n<li>\ucf54\uc2a4\ud53c \uc7a5\uc911 \uace0\uc810 6,228.52 \/ \uc800\uc810 5,929.35 \u2014 <strong>\uace0\uc800 \ucc28\uc774 299.17\ud3ec\uc778\ud2b8<\/strong>.<\/li>\n<li>\uc624\uc804 10\uc2dc \uae30\uc900 \uc218\uae09\uc740 \uae30\uad00 +1\uc870 5,402\uc5b5\uc6d0, \uc678\uad6d\uc778 +326\uc5b5\uc6d0, \uac1c\uc778 -1\uc870 6,006\uc5b5\uc6d0. <em>\uc678\uad6d\uc778\uc774 3\uac70\ub798\uc77c \ub9cc\uc5d0 \ub9e4\uc218\ub85c \ub3cc\uc544\uc130\ub294\ub370\ub3c4 \uc9c0\uc218\uac00 \ubb34\ub108\uc9c4 \uac83<\/em>\uc774 \uc5b4\uc81c\uc640 \uac00\uc7a5 \ub2e4\ub978 \uc810\uc774\ub2e4.<\/li>\n<\/ul>\n<p><strong>[\uc0ac\uc2e4] \u2014 \uc720\ub7fd (7\/29 \uc624\uc804, 0703 GMT \uae30\uc900)<\/strong><\/p>\n<ul>\n<li>STOXX 600 645\uc120 \ubd80\uadfc\uc5d0\uc11c <strong>\ubcf4\ud569\uad8c<\/strong>. \uad11\uc5c5\u00b7\uc5d0\ub108\uc9c0\uac00 \uc9c0\uc9c0, <strong>\uae30\uc220\uc8fc \uc139\ud130\ub294 -0.8%<\/strong>.<\/li>\n<li>\uc544\uc2dc\uc544\ub9cc\ud07c \ubb34\ub108\uc9c0\uc9c0 \uc54a\uc558\ub2e4. \uc989 \uc9c0\uae08\uc758 \ub9e4\ub3c4\ub294 <em>\uc9c0\uc218 \uc804\ubc18<\/em>\uc774 \uc544\ub2c8\ub77c <strong>AI\u00b7\ubc18\ub3c4\uccb4 \ubc38\ub958\uc5d0\uc774\uc158\uc5d0 \uc9d1\uc911\ub41c \ub9e4\ub3c4<\/strong>\ub77c\ub294 \uc131\uaca9\uc774 \uc720\ub7fd\uc5d0\uc11c\ub3c4 \ud655\uc778\ub41c\ub2e4.<\/li>\n<\/ul>\n<p><strong>[\uc0ac\uc2e4] \u2014 \uc9c1\uc804 \ubbf8\uad6d\uc7a5 (7\/28 ET \ub9c8\uac10, \ubcf5\uae30)<\/strong><\/p>\n<ul>\n<li>\ub2e4\uc6b0 52,747.32 <strong>+1.03%<\/strong> \/ S&amp;P500 7,428.78 <strong>+0.21%<\/strong> \/ \ub098\uc2a4\ub2e5 24,876.91 <strong>-0.22%<\/strong> \/ SOX <strong>-4.49%<\/strong>(4\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d).<\/li>\n<li>\ub9c8\uc774\ud06c\ub860 <strong>-8%<\/strong> \uc774\uc0c1, AMD\u00b7\uc778\ud154\u00b7\ud004\ucef4 \ub3d9\ubc18 \uc57d\uc138.<\/li>\n<\/ul>\n<hr>\n<h2>2. \uc624\ub298\uc758 \ud575\uc2ec \ud55c \uac00\uc9c0 \u2014 &quot;\uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801&quot;\uc5d0 \uc8fc\uac00\uac00 \ube60\uc84c\ub2e4\ub294 \uc0ac\uc2e4 \uc790\uccb4\uac00 \uc815\ubcf4\ub2e4<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong> SK\ud558\uc774\ub2c9\uc2a4 2026\ub144 2\ubd84\uae30 \uc5f0\uacb0 \uc601\uc5c5\uc774\uc775\uc740 <strong>60\uc870 5,426\uc5b5\uc6d0<\/strong>\uc73c\ub85c \uc804\ub144 \ub3d9\uae30 \ub300\ube44 <strong>+557.2%<\/strong>. \uc0c1\ubc18\uae30 \ub204\uc801 \ub9e4\ucd9c 131\uc870 8,950\uc5b5\uc6d0, \uc601\uc5c5\uc774\uc775 98\uc870 1,529\uc5b5\uc6d0\uc73c\ub85c <strong>\ubc18\uae30 \uae30\uc900 \uc0ac\uc0c1 \ucd5c\ub300<\/strong>\ub2e4. \uadf8\ub7f0\ub370 \uc2dc\uc7a5 \ucee8\uc13c\uc11c\uc2a4(64\uc870\uc6d0\ub300)\ub97c <strong>\uc57d 4.7% \ud558\ud68c<\/strong>\ud588\uace0, \uc8fc\uac00\ub294 \uac1c\uc7a5 \ucd08 +3%\ub300\uc5d0\uc11c \uace7\ubc14\ub85c \ud558\ub77d \ubc18\uc804\ud574 \uc624\uc804 \uc911 -4%\ub300\uae4c\uc9c0 \ubc00\ub838\ub2e4.<\/p>\n<p><strong>[\uad00\uce21]<\/strong> \uc5b4\uc81c(7\/28)\uc758 \ud558\ub77d\uc740 <em>\uc678\ubd80 \ucda9\uaca9<\/em>(\uc911\uad6d CXMT \uc0c1\uc7a5\u00b7DUV \uad6d\uc0b0\ud654)\uc774 \uc6d0\uc778\uc774\uc5c8\ub2e4. \uc624\ub298(7\/29)\uc758 \ud558\ub77d\uc740 <em>\ub0b4\ubd80 \uc22b\uc790<\/em>(\uc790\uae30 \uc2e4\uc801)\uac00 \uc6d0\uc778\uc774\ub2e4. \uc774\ud2c0 \uc0ac\uc774\uc5d0 \ud558\ub77d\uc758 \uc131\uaca9\uc774 \ubc14\ub00c\uc5c8\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d]<\/strong> \uc774\uac83\uc774 \uc911\uc694\ud55c \uc774\uc720\ub294, \uc8fc\uac00\ub294 <strong>\uc2e4\uc801\uc758 \uc808\ub300 \uc218\uc900\uc774 \uc544\ub2c8\ub77c \uc2e4\uc801\uacfc \uae30\ub300\uc758 \ucc28\uc774<\/strong>\ub85c \uc6c0\uc9c1\uc774\uae30 \ub54c\ubb38\uc774\ub2e4. \uc601\uc5c5\uc774\uc775\uc774 5.6\ubc30 \ub298\uc5b4\ub3c4 \uc2dc\uc7a5\uc774 6.5\ubc30\ub97c \uac00\uc815\ud558\uace0 \uc788\uc5c8\ub2e4\uba74, \uadf8 \ubc1c\ud45c\ub294 <em>\ud638\uc7ac\uac00 \uc544\ub2c8\ub77c \ud558\ud5a5 \uc870\uc815<\/em>\uc774\ub2e4.<\/p>\n<p>\uc9c0\ub09c 12\uac1c\uc6d4 \ub3d9\uc548 \ucf54\uc2a4\ud53c\uac00 3\ubc30 \uc774\uc0c1 \uc624\ub974\ub294 \uacfc\uc815\uc5d0\uc11c \uc2dc\uc7a5\uc740 \uba54\ubaa8\ub9ac \uc288\ud37c\uc0ac\uc774\ud074\uc744 \uac00\uaca9\uc5d0 \ubbf8\ub9ac \ubc18\uc601\ud574 \uc654\ub2e4. \uadf8 \ubc18\uc601\uc774 \uc5bc\ub9c8\ub098 \uc55e\uc11c \ub098\uac00 \uc788\uc5c8\ub294\uc9c0\ub97c, \uc624\ub298 60\uc870\uc6d0\uc9dc\ub9ac \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc774 <strong>\uc5ed\uc124\uc801\uc73c\ub85c \uc99d\uba85\ud574\uc900<\/strong> \uc148\uc774\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d \u2014 \uadf8\ub798\uc11c \ubb34\uc5c7\uc744 \ubcfc \uac83\uc778\uac00]<\/strong> \uc55e\uc73c\ub85c \ubcfc \uac83\uc740 \uc2e4\uc801 \ubc1c\ud45c \uadf8 \uc790\uccb4\uac00 \uc544\ub2c8\ub77c <strong>\ucee8\uc13c\uc11c\uc2a4\uc758 \uc774\ub3d9 \ubc29\ud5a5<\/strong>\uc774\ub2e4.<\/p>\n<ul>\n<li>\uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uc774 3\ubd84\uae30\u00b74\ubd84\uae30 \ucd94\uc815\uce58\ub97c <strong>\ub0b4\ub9ac\uae30 \uc2dc\uc791\ud558\ub294\uc9c0<\/strong> (\ud558\ud5a5 \uc0ac\uc774\ud074\uc758 \uc2dc\uc791)<\/li>\n<li>\uc544\ub2c8\uba74 4.7% \ubbf8\uc2a4\ub97c <strong>\uc77c\ud68c\uc131\uc73c\ub85c \ucc98\ub9ac\ud558\uace0 \uc720\uc9c0\ud558\ub294\uc9c0<\/strong> (\uae30\ub300\uce58 \uc7ac\uc815\ub82c\ub85c \ub05d\ub0a8)<\/li>\n<\/ul>\n<p>\uc774 \ud310\ub2e8\uc744 \ub300\uc2e0 \ud574\uc8fc\ub294 \uc9c0\ud45c\uac00 DRAM \uace0\uc815\uac70\ub798\uac00\u00b7\ud604\ubb3c\uac00\ub2e4. \uc5b4\uc81c \ub9ac\ud3ec\ud2b8\uc5d0\uc11c \uc9da\uc740 \ucd94\uc801 \ud56d\ubaa9\uacfc \uc815\ud655\ud788 \uac19\ub2e4. <strong>\uc8fc\uac00\uac00 \uc544\ub2c8\ub77c \uac00\uaca9 \ub370\uc774\ud130\ub97c \ubcf4\ub77c<\/strong>\ub294 \uc6d0\uce59\uc740 \uc624\ub298\ub3c4 \uc720\ud6a8\ud558\ub2e4.<\/p>\n<hr>\n<h2>3. \ub450 \ubc88\uc9f8 \ubcc0\uc218 \u2014 \uc774\ud2c0\uac04 \uc9c0\uc218 -16%\uc778\ub370 \uc6d0\ud654\ub294 21.8\uc6d0 \uac15\ud574\uc84c\ub2e4<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\ub0a0\uc9dc<\/th>\n<th>KOSPI<\/th>\n<th>\uc6d0\/\ub2ec\ub7ec<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>7\/27(\uc6d4)<\/td>\n<td>6,755.75 (+0.97%)<\/td>\n<td>\u2014<\/td>\n<\/tr>\n<tr>\n<td>7\/28(\ud654)<\/td>\n<td>6,023.66 (<strong>-10.84%<\/strong>)<\/td>\n<td>1,462.5\uc6d0 (<strong>-6.0\uc6d0<\/strong>)<\/td>\n<\/tr>\n<tr>\n<td>7\/29(\uc218)<\/td>\n<td>5,663.24 (<strong>-5.98%<\/strong>)<\/td>\n<td><strong>1,446.7\uc6d0<\/strong> (<strong>-15.8\uc6d0<\/strong>)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>[\uad00\uce21]<\/strong> \ud1b5\uc0c1 \ud55c\uad6d \uc99d\uc2dc \uae09\ub77d \uad6d\uba74\uc5d0\uc11c\ub294 \uc6d0\ud654\uac00 \uc57d\ud574\uc9c4\ub2e4. \uc678\uad6d\uc778\uc774 \uc8fc\uc2dd\uc744 \ud314\uace0 \u2192 \uc6d0\ud654\ub97c \ub2ec\ub7ec\ub85c \ubc14\uafd4 \u2192 \ubcf8\uad6d\uc73c\ub85c \uc1a1\uae08\ud558\ub294 \ud750\ub984 \ub54c\ubb38\uc774\ub2e4. \uadf8\ub7f0\ub370 \uc774\ubc88\uc5d0\ub294 \ubc18\ub300\ub2e4. <strong>\uc774\ud2c0 \ub3d9\uc548 \uc9c0\uc218\uac00 -16.17% \ube60\uc9c0\ub294 \ub3d9\uc548 \uc6d0\/\ub2ec\ub7ec\ub294 21.8\uc6d0 \ud558\ub77d(\uc6d0\ud654 \uac15\uc138)<\/strong> \ud588\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d] \uac00\ub2a5\ud55c \uc124\uba85\uc740 \uc138 \uac08\ub798\ub2e4.<\/strong><\/p>\n<ol>\n<li><strong>\ub9e4\ub3c4 \ub300\uae08\uc774 \uc544\uc9c1 \uad6d\uc678\ub85c \ub098\uac00\uc9c0 \uc54a\uc558\ub2e4<\/strong> \u2014 \uc6d0\ud654 \uc608\uae08\u00b7\ucc44\uad8c \ub4f1 \uad6d\ub0b4 \uc790\uc0b0\uc5d0 \uba38\ubb3c\ub7ec \uc788\ub294 \ub2e8\uacc4. \uc774 \uacbd\uc6b0 \ud658\uc728\uc740 \ud6c4\ud589 \uc9c0\ud45c\uc774\ubbc0\ub85c \uba70\uce60 \ub4a4 \ud288 \uc218 \uc788\ub2e4.<\/li>\n<li><strong>\uc560\ucd08\uc5d0 \uc678\uad6d\uc778 \uc774\ud0c8\uc774 \uc8fc\ub3c4\uac00 \uc544\ub2c8\ub2e4<\/strong> \u2014 \uc2e4\uc81c\ub85c 7\/29\uc5d0\ub294 \uc678\uad6d\uc778\uc774 3\uac70\ub798\uc77c \ub9cc\uc5d0 \uc21c\ub9e4\uc218\ub85c \uc804\ud658\ud588\ub2e4. \uc774\ub0a0 \uc624\uc804 \ub9e4\ub3c4 \uc8fc\uccb4\ub294 \uac1c\uc778(-1\uc870 6,006\uc5b5\uc6d0)\uc774\uc5c8\ub2e4.<\/li>\n<li><strong>\ub2ec\ub7ec \ucabd \uc694\uc778<\/strong> \u2014 FOMC\ub97c \uc55e\ub450\uace0 \ub2ec\ub7ec\uac00 \uac15\uc138\ub97c \uc720\uc9c0\ud558\uae30 \uc5b4\ub824\uc6b4 \uad6d\uba74\uc774\uac70\ub098, \uc720\uac00\u00b7\uc9c0\uc815\ud559 \ubcc0\uc218\uac00 \uc0c1\uc1c4\ub418\uace0 \uc788\uc744 \uac00\ub2a5\uc131.<\/li>\n<\/ol>\n<p><strong>[\ud574\uc11d \u2014 \uc65c \uc774\uac8c \uc911\uc694\ud55c\uac00]<\/strong> \u2460\uc774\uba74 \uc544\uc9c1 \ucd5c\uc545\uc774 \uc9c0\ub098\uc9c0 \uc54a\uc740 \uac83\uc774\uace0, \u2461\ub77c\uba74 \uc774\ubc88 \uad6d\uba74\uc740 <em>\uc678\uad6d\uc778 \uc5d1\uc18c\ub354\uc2a4<\/em>\uac00 \uc544\ub2c8\ub77c <em>\uad6d\ub0b4 \ub808\ubc84\ub9ac\uc9c0\uc758 \uccad\uc0b0<\/em>\uc5d0 \uac00\uae5d\ub2e4. \ub450 \uc2dc\ub098\ub9ac\uc624\ub294 \ub300\uc751\uc774 \uc804\ud600 \ub2e4\ub974\ub2e4. <strong>\ud658\uc728\uc740 \uc9c0\uae08 \uc774 \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \uc815\uc9c1\ud55c \uc628\ub3c4\uacc4<\/strong>\uc774\uace0, \uc55e\uc73c\ub85c \uba70\uce60 1,450\uc6d0\uc120\uc744 \ub2e4\uc2dc \ub118\uc5b4\uc11c\ub294\uc9c0\uac00 \ud310\ubcc4 \uae30\uc900\uc774 \ub41c\ub2e4.<\/p>\n<hr>\n<h2>4. \uc815\ucc45\u00b7\uc774\ubca4\ud2b8 \ubc30\uacbd (7\/29 PDT \uae30\uc900)<\/h2>\n<p><strong>[\uc0ac\uc2e4] FOMC \u2014 \uc624\ub298 14:00 ET = 11:00 PDT (\ud55c\uad6d 7\/30 03:00 KST)<\/strong><\/p>\n<ul>\n<li>\ud604 \uc815\ucc45\uae08\ub9ac 3.50~3.75%. <strong>\uc778\uc0c1 \ud655\ub960 \uc57d 30%<\/strong> \u2014 \uc911\uc2ec \uc2dc\ub098\ub9ac\uc624\ub294 \uc5ec\uc804\ud788 \ub3d9\uacb0\uc774\uc9c0\ub9cc, \uc2dc\uc7a5\uc774 \ub3d9\uacb0\uc744 &quot;\ud655\uc815&quot;\uc73c\ub85c \ubcf4\uc9c0 \uc54a\ub294\ub2e4\ub294 \uc810\uc774 \uc774\ubc88 \ud68c\uc758\uc758 \ud2b9\uc9d5.<\/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>\uc6cc\uc2dc(Warsh) \uc758\uc7a5 \uccb4\uc81c\uc758 \uc0c8 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ubc29\uc2dd \ub54c\ubb38\uc5d0 \uc2dc\uc7a5\uc758 \ubd88\ud655\uc2e4\uc131\uc774 \ud3c9\uc18c\ubcf4\ub2e4 \ud06c\ub2e4\ub294 \ud3c9\uac00.<\/li>\n<\/ul>\n<p><strong>[\uc0ac\uc2e4] \uc720\uac00 \u2014 \uc5b4\uc81c\uc758 -8%\uac00 \ud558\ub8e8 \ub9cc\uc5d0 \ub418\ub3cc\ub824\uc84c\ub2e4<\/strong><\/p>\n<ul>\n<li>WTI <strong>$82.31<\/strong>, <strong>+$3.05(+3.8%)<\/strong>.<\/li>\n<li>\uc6d0\uc778: \u2460 \uc774\ub780 \ud601\uba85\uc218\ube44\ub300\uac00 \uc911\ub3d9 \uc8fc\ub454 \ubbf8\uad70 \uae30\uc9c0\ub97c \uaca8\ub0e5\ud574 <strong>\ud0c4\ub3c4\ubbf8\uc0ac\uc77c \ub2e4\uc218 \ubc1c\uc0ac<\/strong>(\uc804\ub7c9 \uc694\uaca9) \u2461 <strong>\ubbf8\uad6d\u00b7\uc0ac\uc6b0\ub514 \ud569\ub3d9 \uc774\ub77c\ud06c \uacf5\uc2b5<\/strong> \u2462 \ubbf8\uad6d \uc6d0\uc720 \uc7ac\uace0 \uac10\uc18c.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong> \uc5b4\uc81c \ub9ac\ud3ec\ud2b8\uc5d0\uc11c &quot;\uc720\uac00 -8%\ub294 \uc778\uc0c1 \uc555\ub825\uc744 \ub0ae\ucd94\ub294 \uc7ac\ub8cc&quot;\ub77c\uace0 \uc37c\ub294\ub370, \uadf8 \uc7ac\ub8cc\uac00 <strong>\ud558\ub8e8 \ub9cc\uc5d0 \ubc18\ub0a9<\/strong>\ub410\ub2e4. \uc989 FOMC\ub97c \uc55e\ub454 \uc778\ud50c\ub808 \ubcc0\uc218\ub294 \ub2e4\uc2dc \uc6d0\uc704\uce58\ub2e4. \uc720\uac00\uc640 \uc9c0\uc815\ud559\uc774 \uc774 \uc815\ub3c4 \ud3ed\uc73c\ub85c \uc655\ubcf5\ud558\ub294 \uad6d\uba74\uc5d0\uc11c\ub294 <em>\uc720\uac00\ub97c \uadfc\uac70\ub85c \ud55c \uae08\ub9ac \uc804\ub9dd \uc790\uccb4\ub97c \uc870\uc2ec\uc2a4\ub7fd\uac8c \ub2e4\ub904\uc57c \ud55c\ub2e4.<\/em><\/p>\n<p><strong>[\uc0ac\uc2e4] \uae08\u00b7\uae08\ub9ac<\/strong> \u2014 \uae08 \ud604\ubb3c \uc57d <strong>$4,043<\/strong>(+0.37%), \u7f8e 10\ub144\ubb3c <strong>4.61%<\/strong>, 2\ub144\ubb3c <strong>4.30%<\/strong> (7\/29 \ud504\ub9ac\ub9c8\ucf13 \uae30\uc900).<\/p>\n<p><strong>[\uad00\uce21]<\/strong> \uc544\uc2dc\uc544 \uc8fc\uc2dd\uc774 -4~6% \ube60\uc9c0\ub294 \uc640\uc911\uc5d0\ub3c4 \ubbf8 10\ub144\ubb3c\uc740 4.61%\ub85c \uac70\uc758 \uc6c0\uc9c1\uc774\uc9c0 \uc54a\uc558\uace0, \uae08\ub3c4 +0.37%\uc5d0 \uadf8\ucce4\ub2e4. <strong>\uc548\uc804\uc790\uc0b0\uc73c\ub85c\uc758 \ub300\ud53c\uac00 \uac70\uc758 \uc5c6\ub2e4<\/strong>\ub294 \ub73b\uc774\ub2e4. \uc774\ub294 \uc5ec\uc804\ud788 \uc774 \uc0ac\uac74\uc774 <em>\uc2dc\uc2a4\ud15c \ub9ac\uc2a4\ud06c\uac00 \uc544\ub2c8\ub77c \uc139\ud130 \ub9ac\uc2a4\ud06c<\/em>\ub85c \uc778\uc2dd\ub418\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4.<\/p>\n<hr>\n<h2>5. \uc624\ub298 \ubbf8\uad6d\uc7a5 (7\/29 \uc218, PDT) \ud504\ub9ac\ubdf0<\/h2>\n<p><strong>[\uc0ac\uc2e4] \ucd9c\ubc1c \uc870\uac74 (\ud504\ub9ac\ub9c8\ucf13)<\/strong><\/p>\n<ul>\n<li>S&amp;P500 \uc120\ubb3c <strong>+0.2%<\/strong>, \ub098\uc2a4\ub2e5100 \uc120\ubb3c <strong>+0.22%<\/strong>, \ub2e4\uc6b0 \uc120\ubb3c <strong>-0.32%<\/strong>.<\/li>\n<li>\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 +0.96%, \uba54\ud0c0 +0.70% \u2014 \ub450 \uc885\ubaa9 \ubaa8\ub450 <strong>\uc7a5 \ub9c8\uac10 \ud6c4 \uc2e4\uc801 \ubc1c\ud45c<\/strong>.<\/li>\n<li>\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \ucee8\uc13c\uc11c\uc2a4 EPS $4.24 \u00b7 \ub9e4\ucd9c $876.3\uc5b5, \uba54\ud0c0 \ucee8\uc13c\uc11c\uc2a4 EPS $7.18.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d] \uc624\ub298\uc740 \uc774\ubc88 \uc8fc \uc804\uccb4\uc758 \ubd84\uae30\uc810\uc774\ub2e4.<\/strong> \uc9c0\uae08 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\ub294 \uc9c8\ubb38\uc740 \ud558\ub098\ub2e4 \u2014 <em>&quot;AI\uc5d0 \uc3df\uc544\ubd80\uc740 \uc790\ubcf8\uc9c0\ucd9c\uc774 \uc2e4\uc81c \uc218\uc775\uc73c\ub85c \ub3cc\uc544\uc624\ub294\uac00.&quot;<\/em> \uc544\uc2dc\uc544\uc5d0\uc11c \ubb34\ub108\uc9c4 \uac83\uc740 \uadf8 \uc9c8\ubb38\uc5d0 \ub300\ud55c <strong>\uacf5\uae09 \uce21(\ubc18\ub3c4\uccb4)\uc758 \ub2f5<\/strong>\uc774\uc5c8\uace0, \uc624\ub298 \ubc24 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\u00b7\uba54\ud0c0 \uc2e4\uc801\uc740 <strong>\uc218\uc694 \uce21(\ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec)\uc758 \ub2f5<\/strong>\uc774\ub2e4.<\/p>\n<ul>\n<li>\ub450 \ud68c\uc0ac\uac00 <strong>capex \uac00\uc774\ub358\uc2a4\ub97c \uc720\uc9c0\u00b7\uc0c1\ud5a5<\/strong>\ud558\uba74\uc11c \ud074\ub77c\uc6b0\ub4dc \ub9e4\ucd9c \uc131\uc7a5\ub960\uc744 \uc9c0\ucf1c\ub0b4\uba74 \u2192 \uc544\uc2dc\uc544 \ubc18\ub3c4\uccb4 \ub9e4\ub3c4\uc758 \uc804\uc81c(\uc218\uc694 \ub454\ud654)\uac00 \ud754\ub4e4\ub9b0\ub2e4.<\/li>\n<li>\ubc18\ub300\ub85c <strong>capex\ub97c \ub0ae\ucd94\uac70\ub098 \uc218\uc775\uc131 \uc555\ubc15\uc744 \uc2dc\uc0ac<\/strong>\ud558\uba74 \u2192 \uc544\uc2dc\uc544\uc758 \ud558\ub77d\uc740 \ub4a4\ub2a6\uac8c \ubbf8\uad6d\uc73c\ub85c \ubc88\uc9c8 \uba85\ubd84\uc744 \uc5bb\ub294\ub2e4.<\/li>\n<\/ul>\n<p>FOMC(11:00 PDT)\uc640 \ube45\ud14c\ud06c \uc2e4\uc801(13:00 PDT \uc774\ud6c4)\uc774 \uac19\uc740 \ub0a0\uc5d0 \uacb9\ucce4\ub2e4\ub294 \uc810\uc5d0\uc11c, <strong>\uc624\ub298 \uc815\uaddc\uc7a5\uc758 \uc6c0\uc9c1\uc784\ubcf4\ub2e4 \uc624\ub298 \ubc24 \uc2dc\uac04\uc678\uc758 \uc6c0\uc9c1\uc784\uc774 \ub354 \uc911\uc694\ud560 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4.<\/strong><\/p>\n<p><strong>[\ud574\uc11d] \ucc38\uace0 \uc778\ubb3c 4\uc778 \uad00\uc810\uc758 \uad50\ucc28 \uac80\uc99d (2\uc77c\ucc28)<\/strong> \u2014 \uc5b4\uc81c &quot;\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\ub2e4&quot;\ub77c\uace0 \uc9da\uc5c8\ub2e4. \uc624\ub298 \ub367\ubd99\uc77c \uac83\uc740 \uc774\uac83\uc774\ub2e4. \ub124 \uc0ac\ub78c\uc758 \uacf5\ud1b5 \uc804\uc81c \uc911 <em>\ubc18\ub3c4\uccb4 \uc0ac\uc774\ud074 \uc804\ub9dd<\/em>\uc740 \uc624\ub298\ub3c4 \ud754\ub4e4\ub838\uc9c0\ub9cc, &quot;\uc190\uc2e4\uc744 \uc904\uc774\ub294 \uac83\uc774 \ud22c\uc790\uc758 \ubaa9\ud45c&quot;(\uc774\uad11\uc218)\ub098 &quot;\uc81c1\uc6d0\uce59\uc740 \uc783\uc9c0 \uc54a\ub294 \uac83&quot;(\uacfd\uc0c1\uc900) \uac19\uc740 <strong>\ud0dc\ub3c4\uc5d0 \uad00\ud55c \uc870\uc5b8\uc740 \uc624\ud788\ub824 \uc9c0\uae08 \uad6d\uba74\uc5d0 \uc815\ud655\ud788 \ub4e4\uc5b4\ub9de\ub294\ub2e4<\/strong>. \uc804\ub9dd\uc740 \ud2c0\ub9b4 \uc218 \uc788\uc5b4\ub3c4 \uc6d0\uce59\uc740 \ub0a8\ub294\ub2e4 \u2014 \uc774 \uad6c\ubd84\uc774 \uc9c0\uae08 \ud544\uc694\ud558\ub2e4.<\/p>\n<hr>\n<h2>6. \uccb4\ud06c\ud3ec\uc778\ud2b8 \u2014 7\/29 \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ubcfc \uac83<\/h2>\n<ol>\n<li><strong>\uac1c\uc7a5 30\ubd84 \u2014 SOX\uac00 5\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d\ud558\ub294\uac00.<\/strong> \uc544\uc2dc\uc544\uc5d0\uc11c -4~6%\uac00 \ub0ac\ub294\ub370 \ubbf8\uad6d \ubc18\ub3c4\uccb4\uac00 \ubc84\ud2f0\uba74, \uc774 \ub9e4\ub3c4\ub294 \uc544\uc2dc\uc544 \ub85c\uceec \uc218\uae09 \ubb38\uc81c\ub85c \uc881\ud600\uc9c4\ub2e4.<\/li>\n<li><strong>11:00 PDT FOMC.<\/strong> \ub3d9\uacb0\uc774 \uc911\uc2ec \uc2dc\ub098\ub9ac\uc624\uc9c0\ub9cc \uc778\uc0c1 \ud655\ub960 30%. <em>\uacb0\uc815 \uc790\uccb4\ubcf4\ub2e4 \uc131\uba85\uc11c \ud1a4\uacfc \uae30\uc790\ud68c\uacac\uc5d0\uc11c \uc720\uac00\u00b7\uc778\ud50c\ub808\ub97c \uc5b4\ub5bb\uac8c \ub2e4\ub8e8\ub294\uc9c0<\/em>\uac00 \ud575\uc2ec.<\/li>\n<li><strong>13:00 PDT \uc774\ud6c4 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\u00b7\uba54\ud0c0 \u2014 \ud2b9\ud788 capex \uac00\uc774\ub358\uc2a4.<\/strong> \ub9e4\ucd9c\u00b7EPS\ubcf4\ub2e4 \uc790\ubcf8\uc9c0\ucd9c \ubb38\uc7a5 \ud55c \uc904\uc774 \ub0b4\uc77c \uc544\uc2dc\uc544\uc7a5\uc744 \uacb0\uc815\ud55c\ub2e4.<\/li>\n<li><strong>S&amp;P500 \ub3d9\uc77c\uac00\uc911 \uc9c0\uc218 vs \uc2dc\ucd1d\uac00\uc911.<\/strong> \uc5b4\uc81c \ub3d9\uc77c\uac00\uc911\uc774 \uc0ac\uc0c1 \ucd5c\uace0\uc600\ub2e4. \uc624\ub298\ub3c4 \uc774 \uad34\ub9ac\uac00 \uc720\uc9c0\ub418\uba74 &quot;\uc139\ud130 \uc870\uc815&quot;, \ub3d9\uc77c\uac00\uc911\uae4c\uc9c0 \ubb34\ub108\uc9c0\uba74 &quot;\uc2dc\uc7a5 \uc870\uc815&quot;\uc73c\ub85c \uc131\uaca9\uc774 \ubc14\ub010\ub2e4.<\/li>\n<\/ol>\n<hr>\n<h2>7. \uacf5\ubd80 \ub178\ud2b8 \u2014 \uc65c \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc5d0 \uc8fc\uac00\uac00 \ube60\uc9c0\ub098 (\ucee8\uc13c\uc11c\uc2a4\uc640 \uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988)<\/h2>\n<p><strong>\uac1c\ub150<\/strong> \u2014 \uc8fc\uac00\ub294 <em>\ubc1c\ud45c\ub41c \uc2e4\uc801<\/em>\uc774 \uc544\ub2c8\ub77c <strong>\uc2e4\uc801\uacfc \uc2dc\uc7a5 \uae30\ub300(\ucee8\uc13c\uc11c\uc2a4)\uc758 \ucc28\uc774<\/strong>\uc5d0 \ubc18\uc751\ud55c\ub2e4. \ucee8\uc13c\uc11c\uc2a4\ub294 \uc99d\uad8c\uc0ac \uc560\ub110\ub9ac\uc2a4\ud2b8 \ucd94\uc815\uce58\uc758 \ud3c9\uade0\uc774\uace0, \uc774\ubbf8 \uc8fc\uac00\uc5d0 \ubc18\uc601\ub3fc \uc788\ub2e4\uace0 \ubcf8\ub2e4. \ubc1c\ud45c\uce58\uac00 \ucee8\uc13c\uc11c\uc2a4\ubcf4\ub2e4 \ub192\uc73c\uba74 \uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988, \ub0ae\uc73c\uba74 \uc5b4\ub2dd \uc1fc\ud06c\ub2e4.<\/p>\n<p><strong>\ube44\uc720<\/strong> \u2014 \ud559\uc0dd\uc774 \uc2dc\ud5d8\uc5d0\uc11c 95\uc810\uc744 \ubc1b\uc558\ub2e4. \ud6cc\ub96d\ud55c \uc810\uc218\ub2e4. \uadf8\ub7f0\ub370 \ub2f4\uc784\uc774 &quot;\uc774 \ud559\uc0dd\uc740 100\uc810 \ubc1b\uc744 \uac81\ub2c8\ub2e4&quot;\ub77c\uace0 \ubbf8\ub9ac \ub9d0\ud574\ub480\ub2e4\uba74, \ubd80\ubaa8\uc758 \ubc18\uc751\uc740 \uce6d\ucc2c\uc774 \uc544\ub2c8\ub77c \uc2e4\ub9dd\uc774\ub2e4. <strong>95\uc810\uc740 \uc808\ub300 \ud3c9\uac00\ub85c\ub294 \ud6cc\ub96d\ud558\uace0, \uc0c1\ub300 \ud3c9\uac00\ub85c\ub294 \ud558\ub77d\uc774\ub2e4.<\/strong> \uc8fc\uac00\uac00 \ubc18\uc751\ud558\ub294 \uac83\uc740 \uc5b8\uc81c\ub098 \ud6c4\uc790\ub2e4.<\/p>\n<p><strong>\uc2e4\uc81c \uc0ac\ub840 \u2014 \uc624\ub298<\/strong> \u2014 SK\ud558\uc774\ub2c9\uc2a4 2\ubd84\uae30 \uc601\uc5c5\uc774\uc775 60\uc870 5,426\uc5b5\uc6d0\uc740 \uc804\ub144 \ub300\ube44 <strong>+557.2%<\/strong>, \ubc18\uae30 \uae30\uc900 \uc0ac\uc0c1 \ucd5c\ub300\ub2e4. \ud558\uc9c0\ub9cc \ucee8\uc13c\uc11c\uc2a4\ub294 64\uc870\uc6d0\ub300\uc600\ub2e4. \ucc28\uc774\ub294 -4.7%. \uc774 4.7%\uac00 &quot;5.6\ubc30 \uc131\uc7a5&quot;\uc774\ub77c\ub294 \uc808\ub300 \uc22b\uc790\ub97c \uc774\uacbc\ub2e4.<\/p>\n<p><strong>\ud55c \uac78\uc74c \ub354<\/strong> \u2014 \uc5ec\uae30\uc11c \ubc30\uc6b8 \uc2e4\uc804 \uc6d0\uce59\uc740 \ub450 \uac00\uc9c0\ub2e4.<\/p>\n<ol>\n<li><strong>\ub274\uc2a4 \ud5e4\ub4dc\ub77c\uc778\uc758 &quot;\uc0ac\uc0c1 \ucd5c\ub300&quot;\ub294 \uadf8 \uc790\uccb4\ub85c \uc2e0\ud638\uac00 \uc544\ub2c8\ub2e4.<\/strong> \ud655\uc778\ud574\uc57c \ud560 \uac83\uc740 \ucee8\uc13c\uc11c\uc2a4 \ub300\ube44 \uba87 %\uc778\uac00\ub2e4.<\/li>\n<li><strong>\uae30\ub300\uce58\uac00 \ub192\uc744\uc218\ub85d \uc88b\uc740 \uc2e4\uc801\uc758 \ubc29\uc5b4\ub825\uc774 \uc57d\ud574\uc9c4\ub2e4.<\/strong> \uc8fc\uac00\uac00 \ub9ce\uc774 \uc624\ub978 \uc790\uc0b0\uc77c\uc218\ub85d \uac19\uc740 \uc2e4\uc801\uc73c\ub85c \ub354 \ud06c\uac8c \ub5a8\uc5b4\uc9c0\ub294 \uc774\uc720\uac00 \uc774\uac83\uc774\ub2e4. \uc774\uac83\uc774 \ubc38\ub958\uc5d0\uc774\uc158 \ub9ac\uc2a4\ud06c\uc758 \uc2e4\uccb4\ub2e4.<\/li>\n<\/ol>\n<hr>\n<h2>8. \uc815\uc815\u00b7\ubcf4\uc644 \uc0ac\ud56d<\/h2>\n<ul>\n<li>\uc9c1\uc804 7\/28 PM \ub9ac\ud3ec\ud2b8\uc5d0\uc11c <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>\uace0 \uc694\uc57d\ud588\ub2e4. <strong>7\/29 \uc544\uc2dc\uc544 \uc804\uc5ed(\ub300\ub9cc -4.4%, \uc77c\ubcf8 -3.95%, \uc18c\ud504\ud2b8\ubc45\ud06c -7%)\uc73c\ub85c \ud655\uc0b0\ub418\uba74\uc11c &quot;\ud55c\uad6d\ub9cc&quot;\uc774\ub77c\ub294 \ubd80\ubd84\uc740 \ub354 \uc774\uc0c1 \uc720\ud6a8\ud558\uc9c0 \uc54a\ub2e4.<\/strong> \ub2e4\ub9cc &quot;\ubbf8\uad6d\u00b7\uc720\ub7fd \uc9c0\uc218 \uc804\ubc18\uc740 \ubc84\ud2f0\uace0 \ubc18\ub3c4\uccb4\u00b7AI \uc139\ud130\ub9cc \uc7ac\ud3c9\uac00\ub418\uace0 \uc788\ub2e4&quot;\ub294 \uad6c\uc870 \uc9c4\ub2e8\uc740 \uc624\ub298 \uc720\ub7fd(STOXX 600 \ubcf4\ud569, \uae30\uc220\uc8fc -0.8%)\uc5d0\uc11c\ub3c4 \ub3d9\uc77c\ud558\uac8c \ud655\uc778\ub41c\ub2e4. \ubc94\uc704\ub97c <em>\ud55c\uad6d \u2192 \uc544\uc2dc\uc544 AI\u00b7\ubc18\ub3c4\uccb4 \ubc38\ub958\uccb4\uc778 \uc804\uccb4<\/em>\ub85c \uc218\uc815\ud55c\ub2e4.<\/li>\n<li>7\/28 PM \ub9ac\ud3ec\ud2b8\uc758 &quot;\uc720\uac00 -8%\uac00 \uc778\uc0c1 \uc555\ub825\uc744 \ub0ae\ucd94\ub294 \uc7ac\ub8cc&quot;\ub77c\ub294 \ud574\uc11d\uc740 7\/29 \uc720\uac00 +3.8% \ubc18\ub4f1\uc73c\ub85c <strong>\uc0c1\ub2f9 \ubd80\ubd84 \ubb34\ud6a8\ud654<\/strong>\ub410\ub2e4.<\/li>\n<\/ul>\n<hr>\n<h2>Sources<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.newspim.com\/news\/view\/20260729001094\">\ucf54\uc2a4\ud53c 5600\uc120 \ub9c8\uac10 (\ub274\uc2a4\ud54c)<\/a><\/li>\n<li><a href=\"https:\/\/ket.kr\/news\/article.html?no=39720\">3% \uae09\ub4f1\ud6c4 6\ucc9c\uc120 \uc7ac\ubd95\uad34 \u2014 \ucf54\uc2a4\ud53c, 300P \ub864\ub7ec\ucf54\uc2a4\ud130 (\uacbd\uc81c\ud0c0\uc784\uc2a4)<\/a><\/li>\n<li><a href=\"https:\/\/biz.heraldcorp.com\/article\/10823963\">6000\uc120 \ubd95\uad34 \ub51b\uace0 \ucf54\uc2a4\ud53c \ubc18\ub4f1 \u2014 \uc678\uc778 \ub3cc\uc544\uc654\uc9c0\ub9cc \ud558\uc774\ub2c9\uc2a4\ub294 \uc2e4\uc801 \ubd80\ub2f4 (\ud5e4\ub7f4\ub4dc\uacbd\uc81c)<\/a><\/li>\n<li><a href=\"https:\/\/www.newspim.com\/news\/view\/20260729000180\">\uac1c\uc7a5\uc2dc\ud669 \u2014 \uc0bc\uc131\uc804\uc790\u00b7SK\ud558\uc774\ub2c9\uc2a4 \ubc18\ub4f1, \ucf54\uc2a4\ud53c 6100\uc120 \ud68c\ubcf5 (\ub274\uc2a4\ud54c)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/29\/chip-selloff-sk-hynix-samsung-softbank.html\">Tech stocks extend sell-off with SoftBank losing 7% as AI plays take a hit (CNBC)<\/a><\/li>\n<li><a href=\"https:\/\/focustaiwan.tw\/business\/202607290008\">Taiex falls below 40,000 points as AI concerns run deeper (Focus Taiwan)<\/a><\/li>\n<li><a href=\"https:\/\/www.taipeitimes.com\/News\/biz\/archives\/2026\/07\/29\/2003861538\">TAIEX takes 3rd-largest hit on record (Taipei Times)<\/a><\/li>\n<li><a href=\"http:\/\/www.thejakartapost.com\/business\/2026\/07\/29\/asian-stock-rout-deepens-on-ai-worries-ahead-of-tech-earnings\">Asian stock rout deepens on AI worries ahead of tech earnings (Jakarta Post \/ Reuters)<\/a><\/li>\n<li><a href=\"https:\/\/www.benzinga.com\/markets\/equities\/26\/07\/60750897\/stock-market-today-dow-jones-sp-500-futures-rise-as-investors-await-federal-reserves-decision-on-interest-rates-ford-motor-bloom-energy-microsoft-in-focus\">Stock Market Today \u2014 Futures Rise as Investors Await Fed Decision (Benzinga)<\/a><\/li>\n<li><a href=\"https:\/\/www.tradingkey.com\/analysis\/stocks\/us-stocks\/262061383-us-stock-pre-market-oil-prices-5-fed-decision-microsoft-meta-earnings-tradingkey\">US Pre-Market \u2014 Microsoft, Meta Earnings in Focus as Fed Decision Looms (TradingKey)<\/a><\/li>\n<li><a href=\"https:\/\/kelo.com\/2026\/07\/28\/oil-prices-rebound-by-more-than-2-a-barrel-on-prospect-of-tightening-us-crude-supplies\/\">Oil rises as US-Iran tension escalates after Iraq strikes, missile attack (Reuters)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnn.com\/2026\/07\/28\/world\/live-news\/iran-trump-news\">US intercepts surprise attack by Iran on US forces in the Middle East (CNN)<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/commodity\/gold\">Gold price (Trading Economics)<\/a><\/li>\n<li><a href=\"https:\/\/ca.finance.yahoo.com\/news\/european-shares-subdued-earnings-boost-072259811.html\">European shares subdued as earnings boost counters tech slide (Reuters via Yahoo)<\/a><\/li>\n<li><a href=\"https:\/\/www.tickmill.com\/blog\/daily-market-outlook-july-29-2026\">Daily Market Outlook, July 29, 2026 (Tickmill)<\/a><\/li>\n<li><a href=\"https:\/\/www.newspim.com\/news\/view\/20260729000899\">SK\ud558\uc774\ub2c9\uc2a4 ADR 30\uc77c\ubd80\ud130 \uc804\ud658 (\ub274\uc2a4\ud54c)<\/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 \uc774 \uc790\ub9ac\uc5d0\uc11c &quot;\ubbf8\uad6d\uc740 \ubc84\ud2f0\uace0 \ud55c\uad6d\ub9cc \ubb34\ub108\uc84c\ub2e4&quot;\uace0 \uc37c\uc2b5\ub2c8\ub2e4. \ud558\ub8e8 \ub9cc\uc5d0 \uadf8 \ubb38\uc7a5\uc744 \uc218\uc815\ud574\uc57c \ud569\ub2c8\ub2e4. 7\/29 \uc544\uc2dc\uc544\uc7a5\uc5d0\uc11c \ubb34\ub108\uc9c4 \uac83\uc740 \ud55c\uad6d\ub9cc\uc774 \uc544\ub2c8\uc5c8\uc2b5\ub2c8\ub2e4. \ucf54\uc2a4\ud53c\ub294 5,663.24\ub85c -5.98% \ub9c8\uac10\ud574 \uc774\ud2c0 \ub9cc\uc5d0 -16.17%\uac00 \ub410\uace0, \ub300\ub9cc TAIEX\ub294 40,000\uc120\uc774 \uae68\uc84c\uace0, \ub2db\ucf00\uc774\ub294 -3.95%, \uc18c\ud504\ud2b8\ubc45\ud06c\ub294 -7% \ub5a8\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \uadf8 \ubc29\uc544\uc1e0\ub97c \ub2f9\uae34 \uac83\uc740 \ub180\ub78d\uac8c\ub3c4 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc0ac\uc0c1 \ucd5c\ub300 \ubd84\uae30 \uc2e4\uc801\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \uc601\uc5c5\uc774\uc775 60\uc870 5,426\uc5b5\uc6d0, \uc804\ub144 \ub300\ube44 +557%. \uadf8\ub7fc\uc5d0\ub3c4&#8230;<\/p>\n","protected":false},"author":1,"featured_media":362,"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-367","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\/367","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=367"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/367\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/362"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=367"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=367"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=367"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}