{"id":373,"date":"2026-07-29T23:20:14","date_gmt":"2026-07-29T23:20:14","guid":{"rendered":"https:\/\/wecansurvive.ca\/?p=373"},"modified":"2026-07-29T23:20:14","modified_gmt":"2026-07-29T23:20:14","slug":"2026-07-30%eb%aa%a9-%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=373","title":{"rendered":"2026.07.30(\ubaa9) \ucf54\uc2a4\ud53c \uc2dc\ud669 \ucd1d\uc815\ub9ac \u2014 \uc624\ub298 \ud55c\uad6d \uc99d\uc2dc \uc804\ub9dd \ud55c\ub208\uc5d0"},"content":{"rendered":"<p>\ucf54\uc2a4\ud53c\uac00 7\uc6d4 29\uc77c 5,663.24\ub85c 5.98% \uae09\ub77d\ud558\uba70 \uc774\ud2c0 \uc5f0\uc18d \uc11c\ud0b7\ube0c\ub808\uc774\ucee4\uac00 \ubc1c\ub3d9\ub410\uc2b5\ub2c8\ub2e4. \ud55c\uad6d \uc99d\uc2dc \uc0ac\uc0c1 \ucc98\uc74c \uc788\ub294 \uc77c\ub85c, \uc804\ub0a0 -10.84%\ub97c \ud3ec\ud568\ud574 \uc774\ud2c0 \ub9cc\uc5d0 \uc9c0\uc218\uc758 18%\uac00 \uc0ac\ub77c\uc84c\uc2b5\ub2c8\ub2e4. \ubc29\uc544\uc1e0\ub294 SK\ud558\uc774\ub2c9\uc2a4 2\ubd84\uae30 \uc2e4\uc801 \u2014 \uc601\uc5c5\uc774\uc775 60.54\uc870\uc6d0\uc73c\ub85c \uc0ac\uc0c1 \ucd5c\ub300\uc600\uc9c0\ub9cc \ucee8\uc13c\uc11c\uc2a4 64.68\uc870\uc6d0\uc744 6.5% \ubc11\ub3cc\uc558\uace0, \uc5f0\uac04 \uc124\ube44\ud22c\uc790\ub97c 40\uc870\uc6d0\ub300 \ud6c4\ubc18\uc73c\ub85c \uc62c\ub9b0 \uac83\uc774 &quot;\uace0\uc810\uc5d0\uc11c \uc99d\uc124\ud55c\ub2e4&quot;\ub294 \uc6b0\ub824\ub85c \ub418\ub3cc\uc544\uc654\uc2b5\ub2c8\ub2e4. \ubc24\uc0ac\uc774 \ubbf8\uad6d\uc5d0\uc11c\ub294 \uc5f0\uc900\uc774 \uae08\ub9ac\ub97c \ub3d9\uacb0\ud558\uba74\uc11c\ub3c4 \ubc18\ub300\ud45c 3\uc778\uc774 \ubaa8\ub450 &#39;\uc778\uc0c1&#39;\uc744 \uc8fc\uc7a5\ud588\uace0, 30\ub144\ubb3c \uad6d\ucc44\uae08\ub9ac\uac00 5.201%\ub85c 2007\ub144 \uc774\ud6c4 \ucd5c\uace0, \uc720\uac00\ub294 \uc774\ub780 \ub9ac\uc2a4\ud06c\ub85c 6.6% \uae09\ub4f1\ud588\uc2b5\ub2c8\ub2e4. \uc624\ub298 \ud55c\uad6d \uc99d\uc2dc\ub294 \uc774 \uc138 \uac00\uc9c0\ub97c \uc544\uc9c1 \ubc18\uc601\ud558\uc9c0 \uc54a\uc740 \uc0c1\ud0dc\ub85c \uac1c\uc7a5\ud569\ub2c8\ub2e4. \uc624\ub298 \ud750\ub984\uc744 \uce74\ub4dc 5\uc7a5\uc73c\ub85c \uc815\ub9ac\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc548\ub155\ud558\uc138\uc694, \uce94\uc11c\ubc29\uc785\ub2c8\ub2e4. 2026.07.30(\ubaa9) \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_1-25.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_2-25.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_3-25.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_4-25.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_5-25.png\" alt=\"\"\/><\/div>\n<div class=\"wcs-count\">1 \/ 5<\/div>\n<p><button class=\"wcs-prev\" aria-label=\"\uc774\uc804\">\u2039<\/button><button class=\"wcs-next\" aria-label=\"\ub2e4\uc74c\">\u203a<\/button><\/p>\n<div class=\"wcs-dots\"><span><\/span><span><\/span><span><\/span><span><\/span><span><\/span><\/div>\n<\/div>\n<p>\uc791\uc131: 2026-07-30 08:10 KST (\ubc34\ucfe0\ubc84 7\/29 16:10 PDT)<br \/>\n\ubc1c\ud589: \uc2dc\uc7a5\ubd84\uc11d\uac00 (\ub9e4\ud06c\ub85c \uc790\ubb38\u00b7\ud574\uc11d)<\/p>\n<hr>\n<h2>\u26a1 TL;DR<\/h2>\n<ol>\n<li><strong>\ud55c\uad6d 7\/29(\uc218) \ucf54\uc2a4\ud53c 5,663.24, -5.98% \u2014 \uc774\ud2c0 \uc5f0\uc18d \uc11c\ud0b7\ube0c\ub808\uc774\ucee4, \uc0ac\uc0c1 \ucd5c\ucd08.<\/strong> 7\/28 -10.84%\uc5d0 \uc774\uc5b4 \uc774\ud2c0 -18%. 7\uc6d4 \uc6d4\uac04 \ub099\ud3ed 30%\ub300\ub85c 1990\ub144 \uc774\ud6c4 \ucd5c\uc545\uc758 \ub2ec\uc774 \ud655\uc815 \uad6d\uba74.<\/li>\n<li><strong>\ubc29\uc544\uc1e0\ub294 SK\ud558\uc774\ub2c9\uc2a4 2\ubd84\uae30 \uc2e4\uc801<\/strong> \u2014 \ub9e4\ucd9c 79.32\uc870, \uc601\uc5c5\uc774\uc775 60.54\uc870\ub85c <strong>\uc0ac\uc0c1 \ucd5c\ub300<\/strong>(YoY +557%)\uc778\ub370 \ucee8\uc13c\uc11c\uc2a4(64.68\uc870)\ub97c <strong>6.5% \ud558\ud68c<\/strong>. \uc5ec\uae30\uc5d0 \uc5f0\uac04 capex\ub97c <strong>40\uc870\uc6d0\ub300 \ud6c4\ubc18(\uc57d 310\uc5b5 \ub2ec\ub7ec)\uc73c\ub85c \uc0c1\ud5a5<\/strong>\ud55c \uac83\uc774 &quot;\uace0\uc810 \uac00\uaca9\uc5d0 \uc99d\uc124\ud55c\ub2e4&quot;\ub294 ROI \uc758\uc2ec\uc73c\ub85c \uc77d\ud614\ub2e4.<\/li>\n<li><strong>\ubc24\uc0ac\uc774 \uc545\uc7ac\uac00 \ud558\ub098 \ub354 \uc5b9\ud614\ub2e4<\/strong> \u2014 \uc5f0\uc900 \ub9e4\ud30c\uc801 \ub3d9\uacb0(9-3, \ubc18\ub300 3\uc778\uc740 \ubaa8\ub450 <strong>\uc778\uc0c1<\/strong> \uc8fc\uc7a5) + \uc774\ub780 \ub9ac\uc2a4\ud06c\ub85c \uc720\uac00 +6.6%, \u7f8e 30\ub144\ubb3c <strong>5.201%\ub85c 2007\ub144 7\uc6d4 \uc774\ud6c4 \ucd5c\uace0<\/strong>. \ub2e4\uc6b0 -1,153p.<\/li>\n<li><strong>\uc624\ub298 \ud55c\uad6d\uc7a5\uc740 \uc774 \ubbf8\uad6d \ubc24 \uc545\uc7ac\ub97c \uc544\uc9c1 \ubc18\uc601\ud558\uc9c0 \uc54a\uc558\ub2e4.<\/strong> \uc131\uc7a5 \uae30\ub300 \ud558\ub77d(\ubc18\ub3c4\uccb4)\uacfc \ud560\uc778\uc728 \uc0c1\uc2b9(\uc7a5\uae30\uae08\ub9ac)\uc774 \ub3d9\uc2dc\uc5d0 \uc624\ub294 \uc870\ud569\uc740 \uace0\ubc38\ub958 \uc131\uc7a5\uc8fc\uc5d0 \uac00\uc7a5 \uc544\ud504\ub2e4.<\/li>\n<li><strong>\ub2e8, \uc6d0\ud654\ub294 \uc624\ud788\ub824 \uac15\uc138<\/strong> \u2014 \uc6d0\ub2ec\ub7ec 1,446.7\uc6d0(-15.8\uc6d0, 5\uac1c\uc6d4\ub798 \ucd5c\uc800). \uc8fc\uc2dd \uae09\ub77d + \uc6d0\ud654 \uac15\uc138\ub77c\ub294 \uc774\ub840\uc801 \uc870\ud569\uc774 \uc774\ubc88 \ub099\ud3ed\uc758 \uc131\uaca9\uc744 \uc77d\ub294 \ud78c\ud2b8\ub2e4.<\/li>\n<\/ol>\n<hr>\n<h2>1. \uc544\uc2dc\uc544\u00b7\ud55c\uad6d\uc7a5 \ub9c8\uac10 \uc815\ub9ac (7\/29 KST \ub9c8\uac10)<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\uc9c0\ud45c<\/th>\n<th>\ub9c8\uac10<\/th>\n<th>\ubcc0\ub3d9<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>KOSPI<\/td>\n<td>5,663.24<\/td>\n<td><strong>-360.42 (-5.98%)<\/strong><\/td>\n<\/tr>\n<tr>\n<td>KOSPI \uc7a5\uc911 \uc800\uc810<\/td>\n<td>5,262.77<\/td>\n<td>-12.6% (\uc11c\ud0b7\ube0c\ub808\uc774\ucee4 \ubc1c\ub3d9)<\/td>\n<\/tr>\n<tr>\n<td>KOSPI 7\/28(\ud654)<\/td>\n<td>\u2014<\/td>\n<td>-10.84%<\/td>\n<\/tr>\n<tr>\n<td>TAIEX (\ub300\ub9cc)<\/td>\n<td>41,603.36<\/td>\n<td>-2,030.83 (-4.65%) \u00b7 \uc0ac\uc0c1 3\uc704 \ub099\ud3ed<\/td>\n<\/tr>\n<tr>\n<td>\ub2db\ucf00\uc774 225<\/td>\n<td>\u2014<\/td>\n<td>-3.95%<\/td>\n<\/tr>\n<tr>\n<td>TSMC<\/td>\n<td>\u2014<\/td>\n<td>-2.98%<\/td>\n<\/tr>\n<tr>\n<td>\uc6d0\/\ub2ec\ub7ec<\/td>\n<td>1,446.7<\/td>\n<td><strong>-15.8\uc6d0<\/strong> (\uc7a5\uc911 1,442.6, 5\uac1c\uc6d4\ub798 \ucd5c\uc800)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\ucf54\uc2a4\ud53c\ub294 <strong>2\uac70\ub798\uc77c \uc5f0\uc18d \uc11c\ud0b7\ube0c\ub808\uc774\ucee4<\/strong> \u2014 \ud55c\uad6d \uc99d\uc2dc \uc0ac\uc0c1 \ucd5c\ucd08.<\/li>\n<li>6\/19 \uc0ac\uc0c1 \ucd5c\uace0 9,385.59 \ub300\ube44 <strong>\uc57d -40%<\/strong>. \ub2e4\ub9cc \uc5f0\ucd08 \ub300\ube44\ub85c\ub294 \uc5ec\uc804\ud788 \ud070 \ud3ed \ud50c\ub7ec\uc2a4(2026\ub144 \uc0c1\ubc18\uae30 100% \uc774\uc0c1 \uae09\ub4f1 \ud6c4\uc758 \ub418\ub3cc\ub9bc).<\/li>\n<li>\uc11c\uc6b8 \uc99d\uc2dc \uc2dc\uac00\ucd1d\uc561 \uac10\uc18c\ubd84\uc740 \ucd5c\ub300 \uc57d <strong>2.18\uc870 \ub2ec\ub7ec<\/strong>\ub85c \uc9d1\uacc4 (Bloomberg).<\/li>\n<\/ul>\n<p><strong>[\uad00\uce21]<\/strong><\/p>\n<ul>\n<li><strong>\uc218\uae09\uc774 \ub099\ud3ed\uc744 \uc99d\ud3ed\uc2dc\ucf30\ub2e4.<\/strong> 7\/29 \uc678\uad6d\uc778 \uc21c\ub9e4\ub3c4 1.23~1.58\uc870\uc6d0, <strong>\uac1c\uc778\ub3c4 \uc57d 2\uc870\uc6d0 \uc21c\ub9e4\ub3c4<\/strong> \u2014 \ud1b5\uc0c1 \uae09\ub77d\uc7a5\uc5d0\uc11c \uac1c\uc778\uc774 \ubc1b\uc544\ub0b4\ub358 \ud328\ud134\uc774 \uae68\uc84c\ub2e4.<\/li>\n<li>\uc6d0\uc778\uc740 <strong>\ub808\ubc84\ub9ac\uc9c0<\/strong>. \uc2e0\uc6a9\uc735\uc790 \uc794\uace0\ub294 6\/24 \uc0ac\uc0c1 \ucd5c\uace0 38.63\uc870\uc6d0, 7\/15\uc5d0\ub3c4 34.37\uc870\uc6d0. \ub9c8\uc9c4\ucf5c \uac15\uc81c\uccad\uc0b0\uc774 \ub9e4\ub3c4\ub97c \uc790\ub3d9\uc73c\ub85c \uc7ac\uc0dd\uc0b0\ud558\ub294 \uad6c\uc870.<\/li>\n<li>\ub178\ubb34\ub77c\ub294 \uc774\ubc88 \uae09\ub77d\uc744 &quot;\uae30\uc5c5 \ud380\ub354\uba58\ud138\uc774 \uc544\ub2c8\ub77c \uc678\uad6d\uc778 \ub9e4\ub3c4(1.58\uc870\uc6d0)\uc640 \uc57d\ud654\ub41c \uae30\uad00 \ub9e4\uc218&quot;\ub85c \uc9c4\ub2e8.<\/li>\n<li>\uae08\uc735\ub2f9\uad6d\uc740 \ub808\ubc84\ub9ac\uc9c0\u00b7\uc778\ubc84\uc2a4\u00b7\ub2e8\uc77c\uc885\ubaa9 \ucee4\ubc84\ub4dc\ucf5c <strong>\uc2e0\uaddc \uc0c1\ud488 \ucd9c\uc2dc \uc911\ub2e8 \ubc0f \uad11\uace0 \uae08\uc9c0<\/strong>, \uc99d\uac70\uae08 \uc778\uc0c1. \ub2e4\ub9cc <strong>\uc99d\uc548\ud380\ub4dc \uac00\ub3d9 \uc694\uac74\uc740 \uc544\uc9c1 \ubbf8\ucda9\uc871<\/strong>\uc774\ub77c\ub294 \uc785\uc7a5 \u2014 \uc2dc\uc7a5\uc758 &quot;\uc7ac\ud3c9\uac00 \uacfc\uc815&quot;\uc73c\ub85c \uaddc\uc815.<\/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\ub3c4 \uae09\ub77d\ud55c \uc774\uc720<\/h2>\n<p><strong>[\uc0ac\uc2e4] SK\ud558\uc774\ub2c9\uc2a4 2026\ub144 2\ubd84\uae30<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\ud56d\ubaa9<\/th>\n<th>\uc2e4\uc801<\/th>\n<th>\ucee8\uc13c\uc11c\uc2a4<\/th>\n<th>\ube44\uad50<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ub9e4\ucd9c<\/td>\n<td>79.32\uc870\uc6d0<\/td>\n<td>83.40\uc870\uc6d0<\/td>\n<td>\ubd84\uae30 \uc0ac\uc0c1 \ucd5c\ub300 \u00b7 \ucee8\uc13c \ud558\ud68c<\/td>\n<\/tr>\n<tr>\n<td>\uc601\uc5c5\uc774\uc775<\/td>\n<td>60.54\uc870\uc6d0<\/td>\n<td>64.68\uc870\uc6d0<\/td>\n<td>\ubd84\uae30 \uc0ac\uc0c1 \ucd5c\ub300 \u00b7 <strong>-6.5%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\uc601\uc5c5\uc774\uc775\ub960<\/td>\n<td>76%<\/td>\n<td>\u2014<\/td>\n<td>\uc0ac\uc0c1 \ucd5c\uace0<\/td>\n<\/tr>\n<tr>\n<td>YoY \uc601\uc5c5\uc774\uc775<\/td>\n<td><strong>+557%<\/strong><\/td>\n<td>\u2014<\/td>\n<td>\ub9e4\ucd9c +257%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li><strong>HBM4\ub294 2\ubd84\uae30\uc5d0 \uc591\uc0b0\u00b7\ucd9c\ud558\ub97c \uc2dc\uc791<\/strong>\ud588\uace0 \ud558\ubc18\uae30 \ud480 \ub7a8\ud504\uc5c5 \uc608\uc815. 1cnm \uae30\ubc18 HBM4E \uc0d8\ud50c\ub3c4 \uc8fc\uc694 \uace0\uac1d\uc5d0 \uacf5\uae09. <em>\uc989 \uc81c\ud488 \ub85c\ub4dc\ub9f5 \uc790\uccb4\ub294 \uc9c0\uc5f0\uc774 \uc544\ub2c8\ub2e4.<\/em><\/li>\n<li>\ubb38\uc81c\ub294 <strong>\ud22c\uc790 \uaddc\ubaa8<\/strong>\ub2e4. \uc5f0\uac04 capex \uac00\uc774\ub358\uc2a4\ub97c <strong>40\uc870\uc6d0\ub300 \ud6c4\ubc18(\uc57d 310\uc5b5 \ub2ec\ub7ec)\uc73c\ub85c \uc0c1\ud5a5<\/strong> \u2014 M15X\u00b7\uc6a9\uc778 1\uae30 \uc77c\uc815 \uac00\uc18d, PKG&amp;Test 7(\ucca8\ub2e8 \ud328\ud0a4\uc9d5), M17(NAND) \uc2e0\uaddc \ud22c\uc790 \ud3ec\ud568.<\/li>\n<li>SK\ud558\uc774\ub2c9\uc2a4 \uc8fc\uac00\ub294 <strong>-9.6%<\/strong>(140\ub9cc 1,000\uc6d0)\ub85c \ub9c8\uac10. \uc2e4\uc801 \ubc1c\ud45c \uc9c1\ud6c4 \uc0c1\uc2b9\ud588\ub2e4\uac00 \ub418\ubc00\ub838\ub2e4.<\/li>\n<li>\uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc2dc\ucd1d \uc0c1\uc704 20\uac1c \uae30\uc5c5\uc740 \uc9c0\ub09c \uae08\uc694\uc77c \uc885\uac00 \ub300\ube44 <strong>\uc57d 1.3\uc870 \ub2ec\ub7ec<\/strong> \uac10\uc18c. \uc5d4\ube44\ub514\uc544 -2,380\uc5b5 \ub2ec\ub7ec, SK\ud558\uc774\ub2c9\uc2a4 -1,760\uc5b5, \uc0bc\uc131\uc804\uc790 -1,730\uc5b5, \ub9c8\uc774\ud06c\ub860 -1,130\uc5b5 \ub2ec\ub7ec.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong><\/p>\n<p>\uc774\ubc88 \ud558\ub77d\uc758 \ubcf8\uc9c8\uc740 <em>\uc2e4\uc801 \uc545\ud654<\/em>\uac00 \uc544\ub2c8\ub77c <strong>\uae30\ub300\uce58\uc758 \ub9ac\ud504\ub77c\uc774\uc2f1<\/strong>\uc774\ub2e4. \uc138 \uacb9\uc73c\ub85c \uc77d\uc73c\uba74 \uc774\ub807\ub2e4.<\/p>\n<ol>\n<li><strong>\uae30\ub300\uc758 \uac00\uaca9\ud654<\/strong> \u2014 \uc8fc\uac00\ub294 \uc774\ubbf8 &quot;\ucee8\uc13c\uc11c\uc2a4 \uc774\uc0c1&quot;\uc744 \ubc18\uc601\ud574 \ub193\uc558\ub2e4. \uc0ac\uc0c1 \ucd5c\ub300 \uc774\uc775\ub3c4 \uc774\ubbf8 \uac00\uaca9\uc5d0 \ub4e4\uc5b4\uac00 \uc788\uc73c\uba74 \uc11c\ud504\ub77c\uc774\uc988\uac00 \uc544\ub2c8\ub2e4. \ubc18\ub300\ub85c 6.5% \ubbf8\ub2ec\uc740 &quot;\uc131\uc7a5\ub960 \ub454\ud654\uc758 \uccab \uc2e0\ud638&quot;\ub85c \ud655\ub300 \ud574\uc11d\ub41c\ub2e4.<\/li>\n<li><strong>capex \uc0c1\ud5a5\uc774 \uc591\ub0a0\uc758 \uce7c\ub85c \uc77d\ud614\ub2e4<\/strong> \u2014 \ubcf4\ud1b5 \uc99d\uc124\uc740 &quot;\uc218\uc694\uac00 \uadf8\ub9cc\ud07c \ubcf4\uc778\ub2e4&quot;\ub294 \uc790\uc2e0\uac10 \uc2e0\ud638\ub2e4. \uadf8\ub7f0\ub370 \uc9c0\uae08\uc740 \uba54\ubaa8\ub9ac \uac00\uaca9\uc774 \uc0ac\uc0c1 \ucd5c\uace0 \uad6c\uac04\uc774\ub2e4. \uc774 \uad6d\uba74\uc758 \uc99d\uc124\uc740 <em>\uace0\uc810\uc5d0\uc11c \uc6d0\uac00\ub97c \ud655\uc815\ud558\ub294 \ud589\uc704<\/em>\ub85c\ub3c4 \uc77d\ud78c\ub2e4 \u2014 \uc0ac\uc774\ud074\uc774 \uaebe\uc774\uba74 \uac10\uac00\uc0c1\uac01\ub9cc \ub0a8\ub294\ub2e4. \uc2dc\uc7a5\uc774 \ubb3c\uc740 \uac83\uc740 &quot;\uc218\uc694\uac00 \uc788\ub290\ub0d0&quot;\uac00 \uc544\ub2c8\ub77c <strong>&quot;\uc774 \uac00\uaca9\uc774 \uc5bc\ub9c8\ub098 \uc624\ub798 \uac00\ub290\ub0d0&quot;<\/strong>\ub2e4.<\/li>\n<li><strong>AI \uc790\ubcf8\uc9c0\ucd9c\uc758 \ud68c\uc218(ROI) \uc758\uc2ec<\/strong> \u2014 \uc5ec\uae30\uc5d0 \uc911\uad6d\uc758 \uc2e0\uaddc \uba54\ubaa8\ub9ac \uc99d\uc124 \uc6b0\ub824\uac00 \uacb9\ucce4\ub2e4. &quot;AI \ud22c\uc790 \u2192 \uba54\ubaa8\ub9ac \uc218\uc694 \u2192 \uc2e4\uc801&quot;\uc774\ub77c\ub294 \uc0ac\uc2ac\uc758 <em>\uc9c0\uc18d \uae30\uac04<\/em>\uc5d0 \ucc98\uc74c\uc73c\ub85c \ubb3c\uc74c\ud45c\uac00 \ubd99\uc740 \uad6d\uba74. \ubc38\ub958\uc5d0\uc774\uc158\uc758 \ucd08\uc810\uc774 <em>\uc774\uc775 \uaddc\ubaa8<\/em>\uc5d0\uc11c <strong>\uc0ac\uc774\ud074 \uc9c0\uc18d\uc131<\/strong>\uc73c\ub85c \uc62e\uaca8\uac14\ub2e4.<\/li>\n<\/ol>\n<p><strong>\uc8fc\uc758\ud560 \uad6c\ubd84<\/strong> \u2014 \uc774\uac74 &quot;AI \uc218\uc694\uac00 \uaebe\uc600\ub2e4&quot;\ub294 \uc99d\uac70\uac00 \uc544\ub2c8\ub2e4. \ubcf5\uc218 \uc560\ub110\ub9ac\uc2a4\ud2b8\uac00 \uc9da\uc740 \ub300\ub85c <em>&quot;\uc218\uc694 \uc57d\ud654\ubcf4\ub2e4\ub294 \uc608\uc678\uc801\uc73c\ub85c \uac15\ud588\ub358 \ub7a0\ub9ac \uc774\ud6c4\uc758 \uae30\ub300\uce58 \uc7ac\uc870\uc815&quot;<\/em>\uc5d0 \uac00\uae5d\ub2e4. \ub2e4\ub9cc \uc7ac\uc870\uc815 \ud3ed\uc774 \ub808\ubc84\ub9ac\uc9c0 \ub54c\ubb38\uc5d0 \ud6e8\uc52c \ucee4\uc84c\ub2e4.<\/p>\n<hr>\n<h2>3. \ub450 \ubc88\uc9f8 \ubcc0\uc218 \u2014 \uc5f0\uc900: \ub3d9\uacb0\uc778\ub370 \ub9e4\ud30c, \ubc18\ub300\ud45c\ub294 &quot;\uc778\uc0c1&quot;<\/h2>\n<p><strong>[\uc0ac\uc2e4] 7\/29 FOMC (\ubbf8\uad6d \ub3d9\ubd80 14:00 = \ud55c\uad6d 7\/30 03:00)<\/strong><\/p>\n<ul>\n<li>\uae30\uc900\uae08\ub9ac <strong>3.50~3.75% \ub3d9\uacb0<\/strong>, 5\ud68c \uc5f0\uc18d. \ud45c\uacb0 <strong>9-3<\/strong>.<\/li>\n<li>\ubc18\ub300 3\uc778 \u2014 \ud574\uba39(\ud074\ub9ac\ube14\ub79c\ub4dc), \uce74\uc2dc\uce74\ub9ac(\ubbf8\ub2c8\uc560\ud3f4\ub9ac\uc2a4), \ub85c\uac74(\ub308\ub7ec\uc2a4). \uc138 \uba85 \ubaa8\ub450 <strong>0.25%p \uc778\uc0c1<\/strong>\uc744 \uc8fc\uc7a5. <em>\uc778\ud558\uac00 \uc544\ub2c8\ub77c \uc778\uc0c1 \ucabd \ubc18\ub300\ud45c<\/em>\ub77c\ub294 \uc810\uc774 \ud575\uc2ec.<\/li>\n<li>\uc6cc\uc2dc(Kevin Warsh) \uc758\uc7a5 \uae30\uc790\ud68c\uacac \u2014 &quot;\uc18c\ud504\ud2b8 \uc778\ud50c\ub808\uc774\uc158 \ubaa9\ud45c\ub294 \uc5c6\ub2e4. \ubaa9\ud45c\ub294 2%, \uadf8\uac83\ubfd0\uc774\ub2e4. \uc774 \uc5f0\uc900\uc740 \ud754\ub4e4\ub9ac\uc9c0 \uc54a\ub294\ub2e4.&quot; &quot;5\ub144 \ub118\uac8c \ubaa9\ud45c\ub97c \uc6c3\ub3c8 \uc778\ud50c\ub808\uc774\uc158\uc740 9\uc8fc\ub85c, \ud55c \ub2ec\uc758 \uc18c\ud3ed \ubb3c\uac00 \ud558\ub77d\uc73c\ub85c \uce58\uc720\ub418\uc9c0 \uc54a\ub294\ub2e4.&quot;<\/li>\n<li>6\uc6d4 \uc810\ub3c4\ud45c\ub294 \uc5f0\ub0b4 0.25%p <strong>\uc778\uc0c1 1\ud68c<\/strong>\ub97c \ubc18\uc601. \uc2dc\uc7a5\uc740 9\uc6d4 \uc778\uc0c1 \uac00\ub2a5\uc131\uc744 \ud655\ub300 \ubc18\uc601 \uc911.<\/li>\n<\/ul>\n<p><strong>[\uc0ac\uc2e4] \ucc44\uad8c\u00b7\uc720\uac00\u00b7\ubcc0\ub3d9\uc131<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\uc9c0\ud45c<\/th>\n<th>\uc218\uc900<\/th>\n<th>\ubcc0\ub3d9<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\u7f8e 10\ub144\ubb3c<\/td>\n<td>4.671%<\/td>\n<td>\uc57d +7bp<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 30\ub144\ubb3c<\/td>\n<td><strong>5.201%<\/strong><\/td>\n<td>+10.5bp (\uc7a5\uc911 5.244% = <strong>2007\ub144 7\uc6d4 \uc774\ud6c4 \ucd5c\uace0<\/strong>)<\/td>\n<\/tr>\n<tr>\n<td>WTI<\/td>\n<td>$84.46<\/td>\n<td><strong>+6.6%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>Brent<\/td>\n<td>$90.74<\/td>\n<td><strong>+7.9%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>VIX<\/td>\n<td>20.66<\/td>\n<td>+13.45%<\/td>\n<\/tr>\n<tr>\n<td>\uae08<\/td>\n<td>$4,048.99<\/td>\n<td>+0.27%<\/td>\n<\/tr>\n<tr>\n<td>DXY<\/td>\n<td>101.30<\/td>\n<td>-0.12%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\uc720\uac00 \uae09\ub4f1 \ubc30\uacbd \u2014 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \ubbf8\uad70 \ub300\uc0c1 \uc774\ub780\uc758 \uae30\uc2b5 \uc2dc\ub3c4\uc5d0 &quot;\uac15\ub825\ud788 \ud0c0\uaca9&quot;\ud558\uaca0\ub2e4\uace0 \ubc1c\uc5b8. \uc774\ub780\uacc4 \ubbfc\ubcd1\ub300\ub294 \uc0ac\uc6b0\ub514 \ub3d9\ubd80 \uc11d\uc720\uc2dc\uc124\uc5d0 \uc774\ud2c0 \uc5f0\uc18d \ub4dc\ub860 \uacf5\uaca9(\ud53c\ud574 \uaddc\ubaa8 \ubbf8\ud655\uc778).<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong><\/p>\n<p><strong>\uc7a5\uae30\uae08\ub9ac \uc0c1\uc2b9\uc758 \uc131\uaca9\uc774 \ubc14\ub00c\uc5c8\ub2e4.<\/strong> 30\ub144\ubb3c\uc774 10.5bp \uc624\ub974\uba70 10\ub144\ubb3c(+7bp)\ubcf4\ub2e4 \ub354 \ub6f4 \uac83\uc740 <strong>\ucee4\ube0c \uc2a4\ud2f0\ud504\ub2dd<\/strong> \u2014 \uc989 &quot;\uc5f0\uc900\uc774 \uc778\ud50c\ub808 \ub300\uc751\uc5d0 \ub4a4\ucc98\uc9c8 \uc218 \uc788\ub2e4&quot;\ub294 \uc6b0\ub824\uac00 \uc7a5\uae30 \uad6c\uac04\uc5d0 \uc2e4\ub9b0 \uac83\uc774\ub2e4. \uc720\uac00 +6.6%\uac00 \uc5ec\uae30\uc5d0 \uae30\ub984\uc744 \ubd80\uc5c8\ub2e4.<\/p>\n<p>\uc774 \uc870\ud569\uc774 \uc65c \ubc18\ub3c4\uccb4\u00b7\uc131\uc7a5\uc8fc\uc5d0 \ud2b9\ud788 \uc544\ud508\uac00 \u2014 \uc131\uc7a5\uc8fc\uc758 \uac00\uce58\ub294 <em>\uba3c \ubbf8\ub798\uc758 \ud604\uae08\ud750\ub984<\/em>\uc774\ub2e4. \ub450 \uac00\uc9c0\uac00 \ub3d9\uc2dc\uc5d0 \uc77c\uc5b4\ub0ac\ub2e4.<\/p>\n<ul>\n<li><strong>\ubd84\uc790(\uae30\ub300 \ud604\uae08\ud750\ub984) \ud558\ub77d<\/strong> \u2014 AI \uba54\ubaa8\ub9ac \uc131\uc7a5\ub960 \uae30\ub300\uce58 \ud558\ud5a5<\/li>\n<li><strong>\ubd84\ubaa8(\ud560\uc778\uc728) \uc0c1\uc2b9<\/strong> \u2014 30\ub144\ubb3c 5.2%<\/li>\n<\/ul>\n<p>\uac19\uc740 \ud558\ub77d\uc5d0 \ub450 \uac1c\uc758 \uc6d0\uc778\uc774 \uacb9\uce58\uba74 \ub099\ud3ed\uc740 \uacf1\uc148\uc73c\ub85c \ucee4\uc9c4\ub2e4. \uc5b4\uc81c \ubbf8\uad6d \uc138\uc158\uc5d0\uc11c SOX -5%\ub300, \ub9c8\uc774\ud06c\ub860 -9.46%, AMD \uc57d -5%, \uc5d4\ube44\ub514\uc544 -3.42%\uac00 \ub098\uc628 \ubc30\uacbd\uc774\ub2e4.<\/p>\n<hr>\n<h2>4. \ubbf8\uad6d\u00b7\uae00\ub85c\ubc8c \ub9c8\uac10 (7\/29 ET \ub9c8\uac10 = \ud55c\uad6d 7\/30 05:00 KST)<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/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>\ub2e4\uc6b0<\/td>\n<td>51,594.14<\/td>\n<td>-1,153.18 (<strong>-2.19%<\/strong>)<\/td>\n<\/tr>\n<tr>\n<td>S&amp;P 500<\/td>\n<td>7,316.15<\/td>\n<td>-1.52%<\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5<\/td>\n<td>24,442.94<\/td>\n<td>-1.74%<\/td>\n<\/tr>\n<tr>\n<td>SOX (\ubc18\ub3c4\uccb4)<\/td>\n<td>\u2014<\/td>\n<td>-5% \uc774\uc0c1<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\uac1c\ubcc4 \u2014 \ub9c8\uc774\ud06c\ub860 -9.46%, AMD \uc57d -5%, \uc0cc\ub514\uc2a4\ud06c -7%, \uc5d4\ube44\ub514\uc544 -3.42%.<\/li>\n<li><strong>\ub2e4\uc6b0\uac00 \uac00\uc7a5 \ub9ce\uc774 \ube60\uc84c\ub2e4<\/strong>\ub294 \uc810\uc5d0 \uc8fc\uc758 \u2014 \ubc18\ub3c4\uccb4\ub9cc\uc758 \ubb38\uc81c\uac00 \uc544\ub2c8\ub77c <em>\uae08\ub9ac\u00b7\uc720\uac00\uc5d0 \ubbfc\uac10\ud55c \uc804\ud1b5 \uc139\ud130\uae4c\uc9c0<\/em> \ud568\uaed8 \ubc00\ub838\ub2e4\ub294 \ub73b\uc774\ub2e4.<\/li>\n<\/ul>\n<hr>\n<h2>5. \ub2e4\uc74c \ud55c\uad6d\uc7a5 (7\/30 \ubaa9, KST) \ud504\ub9ac\ubdf0<\/h2>\n<p><strong>[\uad00\uce21] \uc624\ub298 \ud55c\uad6d\uc7a5\uc774 \ub9c8\uc8fc\ud558\ub294 \uac83<\/strong><\/p>\n<p>\ud55c\uad6d\uc7a5\uc740 \uc5b4\uc81c \ub9c8\uac10(15:30 KST) \uc774\ud6c4 \ubc8c\uc5b4\uc9c4 \uc138 \uac00\uc9c0\ub97c <strong>\uc544\uc9c1 \uac00\uaca9\uc5d0 \ubc18\uc601\ud558\uc9c0 \uc54a\uc558\ub2e4<\/strong>.<\/p>\n<ol>\n<li>\uc5f0\uc900 \ub9e4\ud30c\uc801 \ub3d9\uacb0 + \uc778\uc0c1 \ucabd \ubc18\ub300\ud45c 3\uc778<\/li>\n<li>\u7f8e 30\ub144\ubb3c 5.20% (2007\ub144\ub798 \ucd5c\uace0)<\/li>\n<li>\uc720\uac00 +6.6% (\uc774\ub780 \ub9ac\uc2a4\ud06c)<\/li>\n<\/ol>\n<p><strong>[\ud574\uc11d] \ubc18\ub300\ub85c, \ub099\ud3ed\uc744 \uc81c\ud55c\ud560 \uc218 \uc788\ub294 \uc694\uc778<\/strong><\/p>\n<ul>\n<li><strong>\uc6d0\ud654 \uac15\uc138.<\/strong> \uc8fc\uc2dd\uc774 -6% \ube60\uc9c4 \ub0a0 \uc6d0\ub2ec\ub7ec\uac00 15.8\uc6d0 <em>\ud558\ub77d<\/em>(\uc6d0\ud654 \uac15\uc138)\ud55c \uac83\uc740 \uc774\ub840\uc801\uc774\ub2e4. \uac00\ub2a5\ud55c \ud574\uc11d \uc138 \uac00\uc9c0 \u2014 \u2460 \uad6d\ub0b4 \ud22c\uc790\uc790\uc758 \ud574\uc678 \uc790\uc0b0 \ud658\ub9e4 \uc790\uae08 \uc720\uc785 \u2461 \uc678\uad6d\uc778\uc774 \uc8fc\uc2dd\uc740 \ud314\uc558\uc73c\ub098 \uc5ed\uc1a1\uae08(\ud658\uc804)\uc740 \uc9c0\uc5f0 \u2462 DXY \uc790\uccb4\uc758 \uc57d\uc138(101.30). \uc5b4\ub290 \ucabd\uc774\ub4e0 <strong>\uc678\uad6d\uc778 \uc790\uae08 \uc774\ud0c8\uc774 \uc544\uc9c1 &#39;\ud658\uc804 \ub2e8\uacc4&#39;\uae4c\uc9c0 \uc624\uc9c0 \uc54a\uc558\ub2e4<\/strong>\ub294 \uc2e0\ud638\uc77c \uc218 \uc788\ub2e4. \uc624\ub298 \uc6d0\ub2ec\ub7ec\uac00 1,440\uc6d0\ub300\ub97c \uc9c0\ud0a4\ub294\uc9c0\uac00 \uc774 \ud574\uc11d\uc758 \uac80\uc99d\uc810\uc774\ub2e4.<\/li>\n<li><strong>\ubc38\ub958\uc5d0\uc774\uc158\u00b7\uae30\uc220\uc801 \uacfc\ub9e4\ub3c4.<\/strong> 6\/19 \uace0\uc810 \ub300\ube44 -40%, \uc774\ud2c0 -18%. \uac15\uc81c\uccad\uc0b0\uc774 \uc77c\ub2e8\ub77d\ub418\uba74 \ubc18\uc0ac\uc801 \ubc18\ub4f1 \uc555\ub825\uc774 \ucee4\uc9c0\ub294 \uad6c\uac04.<\/li>\n<li><strong>\ub2f9\uad6d \uc870\uce58\uc758 \ubc29\ud5a5.<\/strong> \uc99d\uc548\ud380\ub4dc \uc694\uac74 \ubbf8\ucda9\uc871\uc774\ub77c\ub294 \uc785\uc7a5\uc740 \uc720\uc9c0\ub418\uace0 \uc788\uc9c0\ub9cc, \ub808\ubc84\ub9ac\uc9c0 \uc0c1\ud488 \uc2e0\uaddc \uc911\ub2e8\u00b7\uc99d\uac70\uae08 \uc778\uc0c1\uc740 \uc774\ubbf8 \uc2dc\ud589\ub410\ub2e4. <em>\ucd94\uac00 \uc870\uce58\uc758 \ud1a4\uc774 \ubc14\ub00c\ub294\uc9c0<\/em>\uac00 \uc624\ub298\uc758 \uad00\uc804 \ud3ec\uc778\ud2b8.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d] \uc9c0\uae08 \uc9c4\uaddc\uac00 \ubd10\uc57c \ud560 \ud55c\ub450 \uac00\uc9c0<\/strong><\/p>\n<p><strong>\uccab\uc9f8, \ub099\ud3ed\uc758 \uc6d0\uc778\uc744 \ubd84\ub9ac\ud574\uc11c \ubcf4\uc790.<\/strong> \uc774\ubc88 \ud558\ub77d\uc740 (a) \ubc18\ub3c4\uccb4 \uc2e4\uc801 \uae30\ub300\uce58 \uc870\uc815 + (b) \uc2e0\uc6a9\uc735\uc790 \uac15\uc81c\uccad\uc0b0 + (c) \uae08\ub9ac\u00b7\uc720\uac00 \uc0c1\uc2b9, \uc774 \uc14b\uc758 \ud569\uc774\ub2e4. (b)\ub294 <strong>\uae30\uc220\uc801\u00b7\uc77c\ud68c\uc801<\/strong>\uc774\uace0 (a)\uc640 (c)\ub294 <strong>\uad6c\uc870\uc801<\/strong>\uc774\ub2e4. \ubc18\ub4f1\uc774 \uc624\uba74 (b)\uc758 \ub418\ub3cc\ub9bc\uc774 \uba3c\uc800 \uc628\ub2e4. \uadf8\uac83\uc744 (a)\u00b7(c)\uc758 \ud574\uc18c\ub85c \ucc29\uac01\ud558\uc9c0 \uc54a\ub294 \uac83\uc774 \uc774\ubc88 \uad6d\uba74\uc758 \ud575\uc2ec\uc774\ub2e4.<\/p>\n<p><strong>\ub458\uc9f8, \ucc38\uace0 \uc778\ubb3c 4\uc778\uc758 \uacf5\ud1b5 \uc2dc\uac01\uc774 \uc815\uba74\uc73c\ub85c \uc2dc\ud5d8\ubc1b\ub294 \uad6d\uba74\uc774\ub2e4.<\/strong> \uacfd\uc0c1\uc900\u00b7\ubc15\uc2dc\ub3d9\u00b7\uc774\uad11\uc218\u00b7\uc774\uc120\uc5fd \ub124 \uc0ac\ub78c\uc740 \uacf5\ud1b5\uc801\uc73c\ub85c <em>&quot;\ud55c\uad6d \uc99d\uc2dc \uc7a5\uae30 \uc0c1\uc2b9 + \ubc18\ub3c4\uccb4 \uc911\uc2ec + \uc911\uc7a5\uae30 \ud750\ub984&quot;<\/em>\uc744 \uac15\uc870\ud574\uc654\ub2e4. \uc9c0\uae08 \ud655\uc778\ub418\ub294 \uac83\uc740 \uadf8 \uacf5\ud1b5 \uc2dc\uac01\uc758 <em>\ubc29\ud5a5<\/em>\uc774 \uc544\ub2c8\ub77c <strong>\uacbd\ub85c\uc758 \ud5d8\ud568<\/strong>\uc774\ub2e4. \ud2b9\ud788 \uc774\uc120\uc5fd \ub300\ud45c\uac00 \ubc18\ubcf5\ud574 \uc9c0\uc801\ud574\uc628 <em>&quot;\uc804\uc7c1 \ub9ac\uc2a4\ud06c\ubcf4\ub2e4 \uc218\uae09\u00b7\ub808\ubc84\ub9ac\uc9c0\uac00 \uae09\ub77d\uc758 \ud575\uc2ec&quot;<\/em>\uc774\ub77c\ub294 \uc9c4\ub2e8\uc740 \uc774\ubc88\uc5d0 \uadf8\ub300\ub85c \uc791\ub3d9\ud588\ub2e4 \u2014 \uc2e0\uc6a9\uc735\uc790 \uc0ac\uc0c1 \ucd5c\uace0 \uc218\uc900\uc5d0\uc11c\uc758 \ub9c8\uc9c4\ucf5c\uc774 \ub099\ud3ed\uc744 \ubc30\ub85c \ud0a4\uc6e0\ub2e4. (\ub124 \uc0ac\ub78c\uc758 <em>\uc774\ubc88 \uc8fc \uac1c\ubcc4 \ubc1c\uc5b8<\/em>\uc740 \ud655\uc778\ud558\uc9c0 \ubabb\ud588\ub2e4. \ubbf8\ud655\uc778.)<\/p>\n<p><strong>\ud55c \uc904 \uc694\uc57d<\/strong> \u2014 \ub124 \uc0ac\ub78c\uc774 \uc633\uc558\ub2e4\uba74 \uadf8\uac83\uc740 &quot;\ubc18\ub3c4\uccb4\uac00 \uc774\uae34\ub2e4&quot;\uac00 \uc544\ub2c8\ub77c &quot;\ub808\ubc84\ub9ac\uc9c0 \uc5c6\uc774 \ubc84\ud2f0\ub294 \uc0ac\ub78c\uc774 \uc774\uae34\ub2e4&quot;\uc5d0 \uac00\uae5d\ub2e4.<\/p>\n<hr>\n<h2>6. \uc774\ubca4\ud2b8 \uce98\ub9b0\ub354 (D-N, KST \uae30\uc900)<\/h2>\n<table>\n<thead>\n<tr>\n<th>\uc2dc\uc810<\/th>\n<th>\uc774\ubca4\ud2b8<\/th>\n<th>\uc65c \uc911\uc694\ud55c\uac00<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>D-0<\/strong> 7\/30(\ubaa9) 09:00<\/td>\n<td>\ud55c\uad6d\uc7a5 \uac1c\uc7a5<\/td>\n<td>\ubbf8\uad6d \ubc24 3\ub300 \uc545\uc7ac \ubc18\uc601 + \uac15\uc81c\uccad\uc0b0 \uc794\ub7c9 \uc18c\ud654 \uc5ec\ubd80<\/td>\n<\/tr>\n<tr>\n<td><strong>D-0<\/strong> 7\/30(\ubaa9) 21:30<\/td>\n<td>\u7f8e 2Q GDP \uc18d\ubcf4 \u00b7 6\uc6d4 PCE\/Core PCE (\ucee8\uc13c +0.2% MoM, \uc804\uc6d4 +0.3%) \u00b7 \uc8fc\uac04 \uc2e4\uc5c5\uc218\ub2f9<\/td>\n<td>\ub9e4\ud30c\uc801 \uc5f0\uc900\uc758 \ub2e4\uc74c \uce74\ub4dc\ub97c \uacb0\uc815. Core PCE\uac00 \ucee8\uc13c\uc744 \ub118\uc73c\uba74 9\uc6d4 \uc778\uc0c1 \uae30\ub300\uac00 \uad73\ub294\ub2e4<\/td>\n<\/tr>\n<tr>\n<td>D+2~3 8\uc6d4 \ucd08<\/td>\n<td>\ud55c\uad6d 7\uc6d4 \uc218\ucd9c\uc785 (\uad00\uc138\uccad)<\/td>\n<td>\ubc18\ub3c4\uccb4 \uc218\ucd9c \ub2e8\uac00\u00b7\ubb3c\ub7c9\uc774 &quot;AI \uc218\uc694 \ub454\ud654&quot; \uc11c\uc0ac\uc758 \uc2e4\ubb3c \uac80\uc99d<\/td>\n<\/tr>\n<tr>\n<td>D+9 8\uc6d4 \ucd08(\uc608\uc815)<\/td>\n<td>\u7f8e 7\uc6d4 \uace0\uc6a9\uc9c0\ud45c<\/td>\n<td>\uc778\uc0c1 \ub17c\uc7c1\uc758 \ub098\uba38\uc9c0 \uc808\ubc18<\/td>\n<\/tr>\n<tr>\n<td>9\uc6d4 FOMC<\/td>\n<td>\uc778\uc0c1 \uc5ec\ubd80<\/td>\n<td>\ud604\uc7ac \uc2dc\uc7a5\uc774 \uac00\uc7a5 \ubb34\uac8c\ub97c \ub450\ub294 \uc774\ubca4\ud2b8<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><em>8\uc6d4 \ucd08 \uc77c\uc815\uc740 \ud1b5\uc0c1 \ubc1c\ud45c \uad00\ud589\uc5d0 \ub530\ub978 \ud45c\uae30 \u2014 \ud655\uc815 \uc77c\uc790\ub294 \ubcc4\ub3c4 \ud655\uc778 \ud544\uc694.<\/em><\/p>\n<hr>\n<h2>7. \uacf5\ubd80 \ub178\ud2b8 \u2014 &quot;\uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc5d0 \uc8fc\uac00\uac00 \ube60\uc9c0\ub294 \uc774\uc720&quot;<\/h2>\n<p><strong>\uac1c\ub150.<\/strong> \uc8fc\uac00\ub294 <em>\uc2e4\uc801<\/em>\uc774 \uc544\ub2c8\ub77c <strong>\uc2e4\uc801\uacfc \uae30\ub300\uc758 \ucc28\uc774<\/strong>\uc5d0 \ubc18\uc751\ud55c\ub2e4. \uc560\ub110\ub9ac\uc2a4\ud2b8 \ucee8\uc13c\uc11c\uc2a4\ub294 \uc774\ubbf8 \uc8fc\uac00\uc5d0 \ub4e4\uc5b4\uac00 \uc788\ub2e4. \uadf8\ub798\uc11c &quot;\uc5ed\ub300 \ucd5c\ub300 \uc774\uc775&quot;\uc774\ub77c\ub3c4 \ucee8\uc13c\uc11c\uc2a4\uc5d0 5% \ubabb \ubbf8\uce58\uba74, \uc2dc\uc7a5\uc774 \uc0c8\ub85c \ubc30\uc6b0\ub294 \uc815\ubcf4\ub294 &quot;\uc774 \ud68c\uc0ac\ub294 \uc6b0\ub9ac\uac00 \uc0dd\uac01\ud55c \uc18d\ub3c4\ubcf4\ub2e4 5% \ub290\ub9ac\uac8c \ucee4\uc9c4\ub2e4&quot;\uac00 \ub41c\ub2e4.<\/p>\n<p><strong>\ube44\uc720.<\/strong> \uc2dc\ud5d8\uc744 95\uc810 \ub9de\uc558\ub294\ub370 \ubd80\ubaa8\ub2d8 \ud45c\uc815\uc774 \uc5b4\ub450\uc6b4 \uc774\uc720\ub294 90\uc810\uc744 \uae30\ub300\ud574\uc11c\uac00 \uc544\ub2c8\ub77c, \uc9c0\ub09c\ub2ec\uc5d0 \uc774\ubbf8 &quot;\uc774\ubc88\uc5d4 100\uc810&quot;\uc774\ub77c \ub9d0\ud574\ub480\uae30 \ub54c\ubb38\uc774\ub2e4. \uc131\uc801\ud45c\ub294 \ucd5c\uace0\uc810\uc778\ub370 <em>\uc57d\uc18d \ub300\ube44<\/em>\ub85c\ub294 \ubbf8\ub2ec\uc774\ub2e4.<\/p>\n<p><strong>\uc2e4\uc81c \uc0ac\ub840 (\uc624\ub298).<\/strong> SK\ud558\uc774\ub2c9\uc2a4 \uc601\uc5c5\uc774\uc775 60.54\uc870 = \ucc3d\uc0ac \ucd5c\ub300. \ucee8\uc13c 64.68\uc870 \ub300\ube44 6.5% \ubbf8\ub2ec. \uc8fc\uac00\ub294 -9.6%. \uc5ec\uae30\uc5d0 \ub450 \ubc88\uc9f8 \uc815\ubcf4\uac00 \ubd99\uc5c8\ub2e4 \u2014 <strong>\uc5f0\uac04 capex\ub97c 40\uc870\uc6d0\ub300 \ud6c4\ubc18\uc73c\ub85c \uc0c1\ud5a5<\/strong>. \ud3c9\uc18c\ub77c\uba74 \uc790\uc2e0\uac10\uc758 \uc2e0\ud638\uc9c0\ub9cc, \uac00\uaca9\uc774 \uc0ac\uc0c1 \ucd5c\uace0\uc778 \uad6d\uba74\uc5d0\uc11c\ub294 &quot;\uace0\uc810\uc5d0 \uc6d0\uac00\ub97c \ud655\uc815\ud55c\ub2e4&quot;\ub294 \uc704\ud5d8\uc73c\ub85c\ub3c4 \uc77d\ud78c\ub2e4. \uc2dc\uc7a5\uc740 \uc2e4\uc801 \ubbf8\ub2ec\ubcf4\ub2e4 \uc774 \ucabd\uc5d0 \ub354 \ubb34\uac81\uac8c \ubc18\uc751\ud588\ub2e4.<\/p>\n<p><strong>\ubd80\uac00 \uac1c\ub150 \u2014 \ub9c8\uc9c4\ucf5c\uc758 \ubc18\uc0ac\uc801 \ub9e4\ub3c4.<\/strong> \uc2e0\uc6a9\uc73c\ub85c \uc0b0 \uc8fc\uc2dd\uc740 \ub2f4\ubcf4 \uac00\uce58\uac00 \uc77c\uc815\uc120 \uc544\ub798\ub85c \ub5a8\uc5b4\uc9c0\uba74 \uc99d\uad8c\uc0ac\uac00 <em>\ud22c\uc790\uc790 \uc758\uc0ac\uc640 \ubb34\uad00\ud558\uac8c<\/em> \uc2dc\uc7a5\uac00\ub85c \ud314\uc544\ubc84\ub9b0\ub2e4. \uadf8 \ub9e4\ub3c4\uac00 \uac00\uaca9\uc744 \ub354 \ub5a8\uc5b4\ub728\ub824 \ub2e4\ub978 \uacc4\uc88c\uc758 \ub9c8\uc9c4\ucf5c\uc744 \uc720\ubc1c\ud55c\ub2e4. \uc774\uac83\uc774 <strong>\uc758\uacac\uc774 \uc544\ub2c8\ub77c \uae30\uacc4\uac00 \ub9cc\ub4dc\ub294 \ub9e4\ub3c4<\/strong>\uc774\uba70, \ud380\ub354\uba58\ud138\uacfc \ubb34\uad00\ud558\uac8c \ub099\ud3ed\uc744 \ud655\ub300\uc2dc\ud0a8\ub2e4. \uc2e0\uc6a9\uc735\uc790 34~38\uc870\uc6d0\uc774\ub77c\ub294 \uc0ac\uc0c1 \ucd5c\uace0 \uc218\uc900\uc758 \uc794\uace0\uac00 \uc774\ubc88 \uc774\ud2c0 -18%\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \uc124\uba85\ud55c\ub2e4.<\/p>\n<hr>\n<h2>8. \uc815\uc815 \uc0ac\ud56d<\/h2>\n<p>\uc5c6\uc74c.<\/p>\n<hr>\n<h2>Sources<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.thestreet.com\/stock-market-today\/stock-market-today-dow-jones-sp-500-nasdaq-updates-july-29-2026stock-market-today-july-29-2026\">Stock Market Today (July 29, 2026): Dow tumbles as Fed holds interest rates steady \u2014 TheStreet<\/a><\/li>\n<li><a href=\"https:\/\/finance.yahoo.com\/markets\/live\/stock-market-today-wednesday-july-29-dow-sp-500-nasdaq-082009165.html\">Stock market today: Dow plunges, S&amp;P 500 and Nasdaq sink as yields rise on Fed hawkish hold \u2014 Yahoo Finance<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/29\/fed-rate-decision-july-2026.html\">Fed rate decision July 2026: Divided Fed holds interest rates steady \u2014 CNBC<\/a><\/li>\n<li><a href=\"https:\/\/www.federalreserve.gov\/mediacenter\/files\/FOMCpresconf20260729.pdf\">Chairman Warsh Press Conference, July 29, 2026 (preliminary) \u2014 Federal Reserve<\/a><\/li>\n<li><a href=\"https:\/\/www.federalreserve.gov\/newsevents\/pressreleases\/monetary20260729a.htm\">FOMC statement, July 29, 2026 \u2014 Federal Reserve<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/29\/treasury-yields-fed-interest-rates.html\">30-year Treasury yield hits highest level since 2007 after Fed keeps rates unchanged \u2014 CNBC<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/29\/oil-prices-today-brent-wti-iran-us-hormuz.html\">Brent oil jumps back above $90 after Trump threatens to hit Iran hard \u2014 CNBC<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/29\/chip-selloff-sk-hynix-samsung-softbank.html\">Chip stocks shed more than $1 trillion as selloff hits companies powering AI boom \u2014 CNBC<\/a><\/li>\n<li><a href=\"https:\/\/www.marketscreener.com\/news\/south-korea-stock-rout-breaks-records-as-sk-hynix-earnings-disappoint-ce7f51d2dc89f725\">South Korea $2 trillion stock rout breaks records as SK Hynix results disappoint \u2014 MarketScreener<\/a><\/li>\n<li><a href=\"https:\/\/www.techtimes.com\/articles\/321968\/20260729\/kospi-triggers-historic-back-back-circuit-breakers-ai-memory-rally-faces-structural-reckoning.htm\">KOSPI Triggers Historic Back-to-Back Circuit Breakers \u2014 TechTimes<\/a><\/li>\n<li><a href=\"https:\/\/en.sedaily.com\/finance\/2026\/07\/29\/nomura-blames-foreign-selling-not-fundamentals-for-kospi\">Nomura Blames Foreign Selling, Not Fundamentals, for KOSPI Slide \u2014 Seoul Economic Daily<\/a><\/li>\n<li><a href=\"https:\/\/en.sedaily.com\/finance\/2026\/07\/29\/korean-won-jumps-15-won-despite-stock-market-plunge\">Korean Won Jumps 15 Won Despite Stock Market Plunge \u2014 Seoul Economic Daily<\/a><\/li>\n<li><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-07-29\/south-korea-to-hold-emergency-market-meeting-after-kospi-turmoil\">South Korea Steps Up Leverage ETF Curbs After Kospi Plunge \u2014 Bloomberg<\/a><\/li>\n<li><a href=\"https:\/\/www.taipeitimes.com\/News\/biz\/archives\/2026\/07\/29\/2003861538\">TAIEX takes 3rd-largest hit on record \u2014 Taipei Times<\/a><\/li>\n<li><a href=\"https:\/\/www.investing.com\/news\/stock-market-news\/core-pce-price-index-gdp-and-jobless-claims-due-thursday-93CH-4821457\">Core PCE Price Index, GDP, and jobless claims due Thursday \u2014 Investing.com<\/a><\/li>\n<\/ul>\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>\ucf54\uc2a4\ud53c\uac00 7\uc6d4 29\uc77c 5,663.24\ub85c 5.98% \uae09\ub77d\ud558\uba70 \uc774\ud2c0 \uc5f0\uc18d \uc11c\ud0b7\ube0c\ub808\uc774\ucee4\uac00 \ubc1c\ub3d9\ub410\uc2b5\ub2c8\ub2e4. \ud55c\uad6d \uc99d\uc2dc \uc0ac\uc0c1 \ucc98\uc74c \uc788\ub294 \uc77c\ub85c, \uc804\ub0a0 -10.84%\ub97c \ud3ec\ud568\ud574 \uc774\ud2c0 \ub9cc\uc5d0 \uc9c0\uc218\uc758 18%\uac00 \uc0ac\ub77c\uc84c\uc2b5\ub2c8\ub2e4. \ubc29\uc544\uc1e0\ub294 SK\ud558\uc774\ub2c9\uc2a4 2\ubd84\uae30 \uc2e4\uc801 \u2014 \uc601\uc5c5\uc774\uc775 60.54\uc870\uc6d0\uc73c\ub85c \uc0ac\uc0c1 \ucd5c\ub300\uc600\uc9c0\ub9cc \ucee8\uc13c\uc11c\uc2a4 64.68\uc870\uc6d0\uc744 6.5% \ubc11\ub3cc\uc558\uace0, \uc5f0\uac04 \uc124\ube44\ud22c\uc790\ub97c 40\uc870\uc6d0\ub300 \ud6c4\ubc18\uc73c\ub85c \uc62c\ub9b0 \uac83\uc774 &quot;\uace0\uc810\uc5d0\uc11c \uc99d\uc124\ud55c\ub2e4&quot;\ub294 \uc6b0\ub824\ub85c \ub418\ub3cc\uc544\uc654\uc2b5\ub2c8\ub2e4. \ubc24\uc0ac\uc774 \ubbf8\uad6d\uc5d0\uc11c\ub294 \uc5f0\uc900\uc774 \uae08\ub9ac\ub97c \ub3d9\uacb0\ud558\uba74\uc11c\ub3c4 \ubc18\ub300\ud45c 3\uc778\uc774 \ubaa8\ub450&#8230;<\/p>\n","protected":false},"author":1,"featured_media":368,"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-373","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\/373","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=373"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/373\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/368"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=373"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=373"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=373"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}