{"id":379,"date":"2026-07-30T12:50:04","date_gmt":"2026-07-30T12:50:04","guid":{"rendered":"https:\/\/wecansurvive.ca\/?p=379"},"modified":"2026-07-30T12:50:04","modified_gmt":"2026-07-30T12:50:04","slug":"2026-07-30%eb%aa%a9-%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=379","title":{"rendered":"2026.07.30(\ubaa9) \ubbf8\uad6d \uc99d\uc2dc \uc2dc\ud669 \ucd1d\uc815\ub9ac \u2014 \ub098\uc2a4\ub2e5\u00b7S&#038;P500 \uc804\ub9dd \ud55c\ub208\uc5d0"},"content":{"rendered":"<p>\ubbf8\uad6d \uc99d\uc2dc\uac00 \uc0ac\ud758 \ub9cc\uc5d0 \ubc18\ub4f1\uc744 \uc2dc\ub3c4\ud569\ub2c8\ub2e4. S&amp;P500 \uc120\ubb3c +0.37%, \ub098\uc2a4\ub2e5100 \uc120\ubb3c +0.65%, VIX\ub294 19.82\ub85c 4% \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \uc9c0\uc218 \uc544\ub798\uc5d0\uc11c\ub294 \uc815\ubc18\ub300\uc758 \uc77c\uc774 \ubc8c\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uba54\ud0c0\uac00 \ud504\ub9ac\ub9c8\ucf13\uc5d0\uc11c 8% \ub118\uac8c \ube60\uc9c0\uace0, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uac00 8% \uac00\uae4c\uc774 \uc624\ub985\ub2c8\ub2e4. \ub450 \ud68c\uc0ac \ubaa8\ub450 AI\uc5d0 \uc0ac\uc0c1 \ucd5c\ub300 \uaddc\ubaa8\ub97c \uc4f0\uace0 \uc788\ub294\ub370, \uc2dc\uc7a5\uc740 \ud55c\ucabd\uc5d0\ub294 \uc0c1\uc744 \uc8fc\uace0 \ud55c\ucabd\uc5d0\ub294 \ubc8c\uc744 \uc92c\uc2b5\ub2c8\ub2e4. \uc5b4\uc81c SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc5d0\ub3c4 9.6% \ube60\uc9c4 \uac83\uacfc \uc815\ud655\ud788 \uac19\uc740 \uc9c8\ubb38\uc774 \ubbf8\uad6d\uc5d0\uc11c \ubc18\ubcf5\ub41c \uc148\uc785\ub2c8\ub2e4 \u2014 &quot;\uadf8 \ub3c8, \uc5b8\uc81c \ud68c\uc218\ub418\ub098?&quot; \ud55c\uad6d\uc5d0\uc11c\ub294 \ucf54\uc2a4\ud53c\uac00 5,593.56\uc73c\ub85c 3\uc77c \uc5f0\uc18d \ud558\ub77d\ud588\uc9c0\ub9cc \uc218\uae09\uc774 \ub4a4\uc9d1\ud614\uc2b5\ub2c8\ub2e4. \uc678\uad6d\uc778\uc774 1\uc870 3,389\uc5b5\uc6d0\uc744 \uc0ac\uace0 \uac1c\uc778\uc774 1\uc870 4,250\uc5b5\uc6d0\uc744 \ud314\uc558\uc2b5\ub2c8\ub2e4. \uc624\ub298 \ubbf8\uad6d\uc7a5 \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) \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_1-26.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_2-26.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_3-26.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_4-26.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_5-26.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 05:35 PDT (\ud55c\uad6d 7\/30 21:35 KST)<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>\ubbf8\uad6d \uc120\ubb3c\uc740 \ubc18\ub4f1, \uadf8\ub7ec\ub098 \uc885\ubaa9\uc740 \uc815\ubc18\ub300\ub85c \uac08\ub838\ub2e4.<\/strong> S&amp;P \uc120\ubb3c 7,378.25(+0.37%), \ub098\uc2a4\ub2e5100 \uc120\ubb3c 27,520(+0.65%), VIX 19.82(-4.07%). \uc9c0\uc218\ub294 \uc9c4\uc815 \uc2e0\ud638\uc778\ub370 \ud504\ub9ac\ub9c8\ucf13\uc5d0\uc11c <strong>\uba54\ud0c0 -8%\ub300, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 +8%\ub300<\/strong>.<\/li>\n<li><strong>\uc624\ub298\uc758 \ud575\uc2ec\uc740 &quot;AI \uc790\ubcf8\uc9c0\ucd9c\uc758 \ucc44\uc810 \ubc29\uc2dd\uc774 \ubc14\ub00c\uc5c8\ub2e4&quot;\ub294 \uac83.<\/strong> \uba54\ud0c0 2\ubd84\uae30 EPS 6.18\ub2ec\ub7ec(\ucee8\uc13c 7.14\ub2ec\ub7ec, <strong>-14%<\/strong>), \uc789\uc5ec\ud604\uae08\ud750\ub984\uc774 85\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c <strong>7.84\uc5b5 \ub2ec\ub7ec<\/strong>\ub85c \ubd95\uad34. \ubc18\uba74 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub294 <strong>Azure \uc5f0\ub9e4\ucd9c 1,000\uc5b5 \ub2ec\ub7ec \ub3cc\ud30c<\/strong>, \uc131\uc7a5\ub960 40%\uc5d0\uc11c <strong>43%\ub85c \uac00\uc18d<\/strong>.<\/li>\n<li><strong>\ud55c\uad6d\uc740 3\uc77c \uc5f0\uc18d \ud558\ub77d\ud588\uc9c0\ub9cc \uc218\uae09\uc774 \ub4a4\uc9d1\ud614\ub2e4.<\/strong> \ucf54\uc2a4\ud53c 5,593.56(-1.23%). \uc7a5\uc911 5,976.82\uae4c\uc9c0 <strong>+5% \ub118\uac8c \ubc18\ub4f1\ud588\ub2e4\uac00 \ub418\ubc00\ub9bc<\/strong>. \uc678\uad6d\uc778 <strong>+1\uc870 3,389\uc5b5\uc6d0 \uc21c\ub9e4\uc218<\/strong>, \uac1c\uc778 <strong>-1\uc870 4,250\uc5b5\uc6d0 \uc21c\ub9e4\ub3c4<\/strong> \u2014 \uc774\ud2c0 \uc804\uacfc \uc815\ud655\ud788 \ubc18\ub300.<\/li>\n<li><strong>\ub9e4\ud06c\ub85c \ubc30\uacbd\uc740 \ud558\ub098\ub3c4 \ud480\ub9ac\uc9c0 \uc54a\uc558\ub2e4.<\/strong> \u7f8e 30\ub144\ubb3c 5.2% \ubd80\uadfc(2007\ub144 \uc774\ud6c4 \ucd5c\uace0), 10\ub144\ubb3c 4.70%. \ubbf8\uad6d\uc774 \ubc24\uc0ac\uc774 \uc774\ub780 \ubaa9\ud45c\ubb3c 12\uacf3\uc5d0 &quot;heavy wave&quot; \uacf5\uc2b5, \ud638\ub974\ubb34\uc988 \ud1b5\ud56d \uc81c\ud55c \uc9c0\uc18d. Brent 88.60\ub2ec\ub7ec.<\/li>\n<li><strong>\uc624\ub298 \ub450 \uac1c\uc758 \uad00\ubb38<\/strong> \u2014 08:30 ET 6\uc6d4 Core PCE\u00b72\ubd84\uae30 GDP \uc18d\ubcf4, \uadf8\ub9ac\uace0 \uc7a5 \ub9c8\uac10 \ud6c4 <strong>\uc544\ub9c8\uc874\u00b7\uc560\ud50c \uc2e4\uc801<\/strong>. AI \uc790\ubcf8\uc9c0\ucd9c \uc2ec\ud310\uc758 2\ub77c\uc6b4\ub4dc\ub2e4.<\/li>\n<\/ol>\n<hr>\n<h2>1. \uc544\uc2dc\uc544\u00b7\ud55c\uad6d\uc7a5 \ub9c8\uac10 \uc815\ub9ac (7\/30 \uc544\uc2dc\uc544 \ub9c8\uac10 = \ubc34\ucfe0\ubc84 7\/29 \ubc24~7\/30 \uc0c8\ubcbd)<\/h2>\n<p><strong>[\uc0ac\uc2e4] \ud55c\uad6d (7\/30 KST \ub9c8\uac10)<\/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>5,593.56<\/td>\n<td>-69.68 (<strong>-1.23%<\/strong>)<\/td>\n<\/tr>\n<tr>\n<td>KOSPI \uc7a5\uc911 \uace0\uc810<\/td>\n<td>5,976.82<\/td>\n<td>\uc7a5\uc911 <strong>+5% \uc774\uc0c1<\/strong><\/td>\n<\/tr>\n<tr>\n<td>KOSPI \uc2dc\uac00<\/td>\n<td>5,681.77<\/td>\n<td>+18.53 (+0.33%)<\/td>\n<\/tr>\n<tr>\n<td>KOSDAQ<\/td>\n<td>644.78<\/td>\n<td>-17.90 (-2.70%)<\/td>\n<\/tr>\n<tr>\n<td>\uc6d0\/\ub2ec\ub7ec<\/td>\n<td>1,437.4<\/td>\n<td><strong>-9.3\uc6d0<\/strong> (\uc774\ud2c0 \uc5f0\uc18d \uc6d0\ud654 \uac15\uc138)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>[\uc0ac\uc2e4] \uc218\uae09 \u2014 \ubc29\ud5a5\uc774 \ub4a4\uc9d1\ud614\ub2e4<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\uc2dc\uc7a5<\/th>\n<th>\uc678\uad6d\uc778<\/th>\n<th>\uae30\uad00<\/th>\n<th>\uac1c\uc778<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ucf54\uc2a4\ud53c<\/td>\n<td><strong>+1\uc870 3,389\uc5b5\uc6d0<\/strong><\/td>\n<td>+664\uc5b5\uc6d0<\/td>\n<td><strong>-1\uc870 4,250\uc5b5\uc6d0<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\ucf54\uc2a4\ub2e5<\/td>\n<td>+2,476\uc5b5\uc6d0<\/td>\n<td>-1,436\uc5b5\uc6d0<\/td>\n<td>-1,105\uc5b5\uc6d0<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>7\/29\uc5d0\ub294 \uc678\uad6d\uc778 1.2~1.6\uc870\uc6d0 \uc21c\ub9e4\ub3c4 + \uac1c\uc778 \uc57d 2\uc870\uc6d0 \uc21c\ub9e4\ub3c4\uc600\ub2e4. \ud558\ub8e8 \ub9cc\uc5d0 <strong>\uc678\uad6d\uc778\uc774 \ub9e4\uc218\ub85c, \uac1c\uc778\uc774 \ub9e4\ub3c4\ub85c<\/strong> \uc790\ub9ac\ub97c \ubc14\uafe8\ub2e4.<\/li>\n<li>\uc885\ubaa9 \u2014 SK\ud558\uc774\ub2c9\uc2a4 -5.64%(132.2\ub9cc\uc6d0), SK\uc2a4\ud018\uc5b4 -6%, \uc0bc\uc131\uc804\uc790 -0.72%(20.7\ub9cc\uc6d0). <strong>\uc0bc\uc131\uc804\uae30\ub294 \ucee8\uc13c\uc11c\uc2a4\ub97c \ub118\ub294 2\ubd84\uae30 \uc2e4\uc801\uc744 \ub0b4\uace0\ub3c4 -14.58%<\/strong> (\uc140\uc628).<\/li>\n<li>\ubc18\ub300\ud3b8 \u2014 \ud55c\ud654\uc5d0\uc5b4\ub85c\uc2a4\ud398\uc774\uc2a4 +6.79%, LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158 +6.49%, \uc140\ud2b8\ub9ac\uc628 +5.56%, KB\uae08\uc735 +4.56%, \uc5d0\ucf54\ud504\ub85c +4.75%.<\/li>\n<li>\uc5c5\uc885 \u2014 \uc804\uae30\u00b7\uc804\uc790 -3.08%, \uc758\ub8cc\u00b7\uc815\ubc00\uae30\uae30 -2.1%. \ubc18\uba74 \uc81c\uc57d +3.51%, \ud654\ud559\u00b7\uae08\uc18d\u00b7\uc6b4\uc1a1\uc7a5\ube44 +2%\ub300.<\/li>\n<li>\uc0bc\uc131\uc804\uc790\ub294 \ubd84\uae30 <strong>\uc0ac\uc0c1 \ucd5c\ub300 \uc601\uc5c5\uc774\uc775<\/strong>\uc744 \ubc1c\ud45c\ud588\uc73c\ub098 \ub300\uccb4\ub85c \ucee8\uc13c\uc11c\uc2a4 \ubd80\ud569 \uc218\uc900.<\/li>\n<li>\uae08\uc735\ub2f9\uad6d \u2014 <strong>7\/31 \uc608\ud0c1\uae08(\uc99d\uac70\uae08) \uc0c1\ud5a5<\/strong> \uc2dc\ud589 \uc608\uc815. \uae08\uc735\uc704\uc6d0\uc7a5\uc740 \ub2e8\uc77c\uc885\ubaa9 \ub808\ubc84\ub9ac\uc9c0 ETF \ubc30\uc218 \uc870\uc815\u00b7\uc804\ubb38\ud22c\uc790\uc790 \uc81c\ud55c \uac80\ud1a0\ub97c \uc5b8\uae09.<\/li>\n<\/ul>\n<p><strong>[\uc0ac\uc2e4] \uc544\uc2dc\uc544 \ub098\uba38\uc9c0<\/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>\ub2db\ucf00\uc774 225<\/td>\n<td>61,867.43<\/td>\n<td><strong>+0.7%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\ud56d\uc14d<\/td>\n<td>25,857.11<\/td>\n<td>+0.2%<\/td>\n<\/tr>\n<tr>\n<td>\uc0c1\ud574\uc885\ud569<\/td>\n<td>3,801.67<\/td>\n<td>-0.7%<\/td>\n<\/tr>\n<tr>\n<td>\ub300\ub9cc \uac00\uad8c<\/td>\n<td>\u2014<\/td>\n<td>-0.3%<\/td>\n<\/tr>\n<tr>\n<td>\ud638\uc8fc ASX200<\/td>\n<td>8,967.70<\/td>\n<td>-0.8%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\uc77c\ubcf8 \uac1c\ubcc4 \u2014 \ub3c4\ucfc4\uc77c\ub809\ud2b8\ub860 +4.5%, \ud0a4\uc624\uc2dc\uc544 +2.9%, \uc18c\ud504\ud2b8\ubc45\ud06c\uadf8\ub8f9 -2.5%. TSMC +0.2%.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d] \ud55c\uad6d \uc218\uae09 \ubc18\uc804\uc744 \uc5b4\ub5bb\uac8c \uc77d\uc744 \uac83\uc778\uac00<\/strong><\/p>\n<p><strong>\uc678\uad6d\uc778\uc774 \uc0c0\ub2e4\ub294 \uc0ac\uc2e4 \uc790\uccb4\ubcf4\ub2e4, \uac1c\uc778\uc774 \ud314\uc558\ub2e4\ub294 \uc0ac\uc2e4\uc774 \ub354 \ub9ce\uc740 \uac83\uc744 \ub9d0\ud55c\ub2e4.<\/strong> \uc774\ud2c0 \uc804 \uae09\ub77d\uc758 \uc6d0\uc778\uc73c\ub85c \uc9c0\ubaa9\ub41c \uac83\uc774 \uc2e0\uc6a9\uc735\uc790 \ub9c8\uc9c4\ucf5c\uc774\uc5c8\ub2e4. \uac15\uc81c\uccad\uc0b0\uc740 \uacc4\uc88c \uc8fc\uc778\uc758 \uc758\uc0ac\uc640 \ubb34\uad00\ud558\uac8c \ub098\uc624\ub294 \ub9e4\ub3c4\ub2e4. \uc624\ub298 \uac1c\uc778 1.43\uc870\uc6d0 \uc21c\ub9e4\ub3c4\ub294 \uadf8 \uc794\ub7c9\uc774 \uc5ec\uc804\ud788 \uc18c\ud654 \uc911\uc774\ub77c\ub294 \ub73b\uc73c\ub85c \uc77d\ud78c\ub2e4.<\/p>\n<p>\ub3d9\uc2dc\uc5d0 <strong>\uc7a5\uc911 +5% \ubc18\ub4f1\uc744 \uc9c0\ud0a4\uc9c0 \ubabb\ud588\ub2e4<\/strong>\ub294 \uc0ac\uc2e4\uc774 \uc911\uc694\ud558\ub2e4. \uc800\uac00\ub9e4\uc218\ub294 \ub4e4\uc5b4\uc654\uc9c0\ub9cc \ub9e4\ubb3c\ubcbd\uc744 \ubabb \ub118\uc5c8\ub2e4. \uc774\uac74 \ubc14\ub2e5\uc758 \ubaa8\uc2b5\uc774 \uc544\ub2c8\ub77c <em>\ubc14\ub2e5\uc744 \ucc3e\ub294 \uacfc\uc815<\/em>\uc758 \ubaa8\uc2b5\uc774\ub2e4. \ub2e4\ub9cc \uc678\uad6d\uc778\uc774 \uc21c\ub9e4\uc218\ub85c \ub3cc\uc544\uc130\ub2e4\ub294 \uac83\uacfc \uc6d0\ud654\uac00 \uc774\ud2c0 \uc5f0\uc18d \uac15\uc138\ub77c\ub294 \uac83\uc740, \ucd5c\uc18c\ud55c <strong>\uc678\uad6d\uc778 \uc790\uae08\uc758 \ub300\uaddc\ubaa8 \uc5ed\uc1a1\uae08\uc740 \uc544\uc9c1 \uc544\ub2c8\ub2e4<\/strong>\ub77c\ub294 \ubc29\uc99d\uc774\ub2e4.<\/p>\n<hr>\n<h2>2. \uc624\ub298\uc758 \ud575\uc2ec \ud55c \uac00\uc9c0 \u2014 AI \uc790\ubcf8\uc9c0\ucd9c, \ucc44\uc810 \uae30\uc900\uc774 \ubc14\ub00c\uc5c8\ub2e4<\/h2>\n<p><strong>[\uc0ac\uc2e4] \uba54\ud0c0 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>EPS<\/td>\n<td>$6.18<\/td>\n<td>$7.14<\/td>\n<td><strong>-14%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\ub9e4\ucd9c<\/td>\n<td>$60.8B<\/td>\n<td>$60.2B<\/td>\n<td>\uc0c1\ud68c<\/td>\n<\/tr>\n<tr>\n<td>\uc601\uc5c5\ud604\uae08\ud750\ub984<\/td>\n<td>$31.9B<\/td>\n<td>\u2014<\/td>\n<td>\u2014<\/td>\n<\/tr>\n<tr>\n<td>\uc790\ubcf8\uc9c0\ucd9c(\ubd84\uae30)<\/td>\n<td>$31.1B<\/td>\n<td>\u2014<\/td>\n<td>\uc601\uc5c5\ud604\uae08\ud750\ub984\uc744 \uac70\uc758 \ub2e4 \uc18c\uc9c4<\/td>\n<\/tr>\n<tr>\n<td>\uc789\uc5ec\ud604\uae08\ud750\ub984(FCF)<\/td>\n<td><strong>$0.784B<\/strong><\/td>\n<td>\u2014<\/td>\n<td>\uc804\ubd84\uae30 $8.5B \u2192 <strong>-91%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>2026 \uc5f0\uac04 capex \uac00\uc774\ub358\uc2a4<\/td>\n<td><strong>$135~145B<\/strong><\/td>\n<td>\uae30\uc874 $125~145B<\/td>\n<td><strong>\ud558\ub2e8 \uc0c1\ud5a5<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>[\uc0ac\uc2e4] \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 (FY2026)<\/strong><\/p>\n<ul>\n<li><strong>Azure \uc5f0\ub9e4\ucd9c 1,000\uc5b5 \ub2ec\ub7ec \ub3cc\ud30c<\/strong> \u2014 \uc0ac\uc0c1 \ucc98\uc74c.<\/li>\n<li>Azure \uc131\uc7a5\ub960 <strong>40% \u2192 43%\ub85c \uac00\uc18d<\/strong>.<\/li>\n<li>\ud504\ub9ac\ub9c8\ucf13 \uc8fc\uac00 <strong>+8% \uc548\ud30e<\/strong>.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d] \uc65c \uc774\uac8c \uc624\ub298\uc758 \ud575\uc2ec\uc778\uac00<\/strong><\/p>\n<p>\uc2dc\uc7a5\uc774 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub97c <strong>\ud55c \ub369\uc5b4\ub9ac\ub85c \ubcf4\uc9c0 \uc54a\uae30 \uc2dc\uc791\ud588\ub2e4<\/strong>. \uc9c0\ub09c 2\ub144\uac04 &quot;AI\uc5d0 \ub3c8\uc744 \uc4f4\ub2e4&quot;\ub294 \ubc1c\ud45c\ub294 \uadf8 \uc790\uccb4\ub85c \ud638\uc7ac\uc600\ub2e4. \uc9c0\uae08\uc740 \uc544\ub2c8\ub2e4. \uc624\ub298 \uc2dc\uc7a5\uc774 \ub358\uc9c4 \uc9c8\ubb38\uc740 \ud558\ub098\ub85c \uc815\ub9ac\ub41c\ub2e4 \u2014 &quot;<strong>\uc4f4 \ub3c8\uc774 \ub9e4\ucd9c\ub85c \ub098\ud0c0\ub098\ub294 \uac83\uc744 \ubcf4\uc5ec\uc904 \uc218 \uc788\ub098<\/strong>?&quot;<\/p>\n<p>\ub450 \ud68c\uc0ac\ub294 \uadf8 \uc9c8\ubb38\uc5d0 \uc815\ubc18\ub300\ub85c \ub2f5\ud588\ub2e4.<\/p>\n<ul>\n<li><strong>\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8<\/strong> \u2014 capex\ub294 \ud06c\uc9c0\ub9cc Azure\ub77c\ub294 <em>\uacc4\uc0b0\uc11c<\/em>\uac00 \uc788\ub2e4. 1,000\uc5b5 \ub2ec\ub7ec\ub77c\ub294 \uc808\ub300 \uaddc\ubaa8\uc5d0 \ub354\ud574 \uc131\uc7a5\ub960\uc774 40%\uc5d0\uc11c 43%\ub85c <strong>\uac00\uc18d<\/strong>\ud588\ub2e4. \ud22c\uc790\uac00 \ub9e4\ucd9c\ub85c \uc804\ud658\ub418\ub294 \uc18d\ub3c4\uac00 \ube68\ub77c\uc9c0\uace0 \uc788\ub2e4\ub294 \uc99d\uac70\ub2e4.<\/li>\n<li><strong>\uba54\ud0c0<\/strong> \u2014 capex\ub294 \ud06c\uc9c0\ub9cc \uadf8 \ub3c8\uc774 \uc5b4\ub5a4 \ub9e4\ucd9c\ub85c \ub3cc\uc544\uc624\ub294\uc9c0\ub294 \uc5ec\uc804\ud788 \uad11\uace0 \ub9e4\ucd9c\uc758 \uac1c\uc120 \ud3ed\uc73c\ub85c\ub9cc \uac04\uc811 \ucd94\uc815\ub41c\ub2e4. \ub9e4\ucd9c\uc740 \ucee8\uc13c\uc744 \ub118\uacbc\uc9c0\ub9cc <strong>EPS\ub294 14% \ubbf8\ub2ec<\/strong>\ud588\uace0, \ubb34\uc5c7\ubcf4\ub2e4 \uc789\uc5ec\ud604\uae08\ud750\ub984\uc774 85\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c <strong>7.84\uc5b5 \ub2ec\ub7ec<\/strong>\ub85c \uc0ac\uc2e4\uc0c1 \uc0ac\ub77c\uc84c\ub2e4. \ubc8c\uc5b4\ub4e4\uc778 \ud604\uae08 319\uc5b5 \ub2ec\ub7ec \uc911 311\uc5b5 \ub2ec\ub7ec\ub97c \uc124\ube44\uc5d0 \uc37c\ub2e4\ub294 \ub73b\uc774\ub2e4.<\/li>\n<\/ul>\n<p><strong>\uc774 \uad6c\ub3c4\uac00 \uc5b4\uc81c \uc11c\uc6b8\uc5d0\uc11c \ubc8c\uc5b4\uc9c4 \uc77c\uacfc \uc815\ud655\ud788 \uac19\ub2e4.<\/strong> SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc0ac\uc0c1 \ucd5c\ub300 \uc601\uc5c5\uc774\uc775\uc744 \ub0c8\uace0, \uc5f0\uac04 capex\ub97c 40\uc870\uc6d0\ub300 \ud6c4\ubc18\uc73c\ub85c \uc62c\ub838\ub2e4. \uadf8\ub7f0\ub370 \uc8fc\uac00\ub294 -9.6%\uc600\ub2e4. \uc2dc\uc7a5\uc774 \ubb3c\uc740 \uac83\uc740 &quot;\uc774\uc775\uc774 \ud070\uac00&quot;\uac00 \uc544\ub2c8\ub77c &quot;<strong>\uc774 \ud22c\uc790\uc758 \ud68c\uc218 \uae30\uac04\uc774 \uc5bc\ub9c8\uc778\uac00<\/strong>&quot;\uc600\ub2e4.<\/p>\n<p><strong>\uc8fc\uc758\ud560 \uad6c\ubd84<\/strong> \u2014 \uc774\uac74 &quot;AI \uc218\uc694\uac00 \uaebe\uc600\ub2e4&quot;\ub294 \uc2e0\ud638\uac00 \uc544\ub2c8\ub2e4. Azure 43% \uac00\uc18d\uc774 \ubc14\ub85c \uadf8 \ubc18\uc99d\uc774\ub2e4. \uc815\ud655\ud55c \ud45c\ud604\uc740 &quot;<strong>AI \uc218\uc694\ub294 \uc788\ub294\ub370, \uadf8 \uc218\uc694\ub97c \ub204\uac00 \uac00\uc838\uac00\ub294\uc9c0\uac00 \uc544\uc9c1 \uc548 \uc815\ud574\uc84c\ub2e4<\/strong>&quot;\uc774\ub2e4. \uadf8\ub798\uc11c \uc9c0\uc218\ub294 \ubc18\ub4f1\ud558\ub294\ub370 \uc885\ubaa9\uc740 \uac08\ub9b0\ub2e4.<\/p>\n<hr>\n<h2>3. \ub450 \ubc88\uc9f8 \ubcc0\uc218 \u2014 \uc544\uc9c1 \uc544\ubb34\uac83\ub3c4 \uc548 \ud480\ub9b0 \ub9e4\ud06c\ub85c \ubc30\uacbd<\/h2>\n<p><strong>[\uc0ac\uc2e4] \uae08\ub9ac\u00b7\uc720\uac00\u00b7\ud658\uc728 (7\/30 \uc544\uce68 ET \uae30\uc900)<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\uc9c0\ud45c<\/th>\n<th>\uc218\uc900<\/th>\n<th>\ube44\uace0<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\u7f8e 10\ub144\ubb3c<\/td>\n<td>4.70%<\/td>\n<td>7\/28 4.61% \u2192 7\/29 4.68% \u2192 7\/30 4.70%<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 30\ub144\ubb3c<\/td>\n<td><strong>5.2% \ubd80\uadfc<\/strong><\/td>\n<td>7\/29 5.201%, \uc7a5\uc911 5.244% = <strong>2007\ub144 7\uc6d4 \uc774\ud6c4 \ucd5c\uace0<\/strong><\/td>\n<\/tr>\n<tr>\n<td>Brent<\/td>\n<td>$88.60<\/td>\n<td>+0.6% (2\uc6d4\ub9d0 $72 \ub300\ube44 +23%)<\/td>\n<\/tr>\n<tr>\n<td>WTI<\/td>\n<td>$84.70<\/td>\n<td>+0.3%<\/td>\n<\/tr>\n<tr>\n<td>USD\/JPY<\/td>\n<td>163.60<\/td>\n<td>\uc804\uc77c 163.41<\/td>\n<\/tr>\n<tr>\n<td>EUR\/USD<\/td>\n<td>1.1443<\/td>\n<td>\uc804\uc77c 1.1467<\/td>\n<\/tr>\n<tr>\n<td>\uae08<\/td>\n<td>$4,121.20<\/td>\n<td>+0.59%<\/td>\n<\/tr>\n<tr>\n<td>VIX<\/td>\n<td>19.82<\/td>\n<td>-4.07%<\/td>\n<\/tr>\n<tr>\n<td>STOXX600<\/td>\n<td>646.90 \uac1c\uc7a5<\/td>\n<td>645\ub300\uc5d0\uc11c \ub4f1\ub77d<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>[\uc0ac\uc2e4] \uc9c0\uc815\ud559<\/strong><\/p>\n<ul>\n<li>\ubbf8\uad6d\uc774 \ubaa9\uc694\uc77c \uc0c8\ubcbd(ET) <strong>\uc774\ub780 \ubaa9\ud45c\ubb3c 12\uacf3\uc5d0 &quot;heavy wave&quot; \uacf5\uc2b5<\/strong>\uc744 \ub2e8\ud589. \uc694\ub974\ub2e8 \uc8fc\ub454 \ubbf8\uad70\uae30\uc9c0 \ud53c\uaca9\uc5d0 \ub300\ud55c \ub300\uc751.<\/li>\n<li><strong>\ud638\ub974\ubb34\uc988 \ud574\ud611 \ud1b5\ud56d\uc740 \uc5ec\uc804\ud788 \uc81c\ud55c\uc801<\/strong> \u2014 \uc6d0\uc720 \uacf5\uae09\ub9dd\uc5d0 \uc9c0\uc18d\uc801 \uc555\ubc15.<\/li>\n<\/ul>\n<p><strong>[\uc0ac\uc2e4] \uc5f0\uc900 (7\/29 \uacb0\uc815, \uc7ac\ud655\uc778)<\/strong><\/p>\n<ul>\n<li>3.50~3.75% \ub3d9\uacb0, \ud45c\uacb0 9-3. \ubc18\ub300 3\uc778(\ud574\uba39\u00b7\uce74\uc2dc\uce74\ub9ac\u00b7\ub85c\uac74)\uc740 <strong>\ubaa8\ub450 0.25%p \uc778\uc0c1<\/strong>\uc744 \uc8fc\uc7a5.<\/li>\n<li>\uc6cc\uc2dc \uc758\uc7a5 \u2014 \uc778\ud50c\ub808\uc774\uc158 2% \ubcf5\uadc0 \uc758\uc9c0 \uc7ac\ud655\uc778. \ub3d9\uc2dc\uc5d0 <strong>\uc2dc\uc7a5\uc5d0 \ud5a5\ud6c4 \uae08\ub9ac \uacbd\ub85c\uc5d0 \ub300\ud55c \ud78c\ud2b8\ub97c \ub35c \uc8fc\uaca0\ub2e4<\/strong>\ub294 \uae30\uc870 \uc720\uc9c0. &quot;\uc624\ub298 \uc815\ucc45\uae08\ub9ac\ub97c \uba85\uc2dc\uc801\uc73c\ub85c \ubc14\uafe8\ub098? \uc544\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uadf8\uac74 \uc774\uc57c\uae30\uc758 \uc2dc\uc791\uc774\ub77c\uace0 \uc0dd\uac01\ud55c\ub2e4.&quot;<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d] \uc9c0\uc218\uc758 \ubc18\ub4f1\uacfc \ubc30\uacbd\uc758 \ubd88\ubcc0 \uc0ac\uc774\uc758 \uac04\uadf9<\/strong><\/p>\n<p>VIX\uac00 19.82\ub85c 4% \ub0b4\ub838\ub2e4. \uc120\ubb3c\uc740 \uc62c\ub790\ub2e4. \ud558\uc9c0\ub9cc <strong>\uc5b4\uc81c \uc2dc\uc7a5\uc744 \ud754\ub4e0 \uc138 \uac00\uc9c0 \uc911 \uc5b4\ub290 \uac83\ub3c4 \ud574\uacb0\ub418\uc9c0 \uc54a\uc558\ub2e4<\/strong> \u2014 30\ub144\ubb3c\uc740 \uc5ec\uc804\ud788 5.2%, \uc720\uac00\ub294 \uc5ec\uc804\ud788 88\ub2ec\ub7ec, \uc5f0\uc900\uc740 \uc5ec\uc804\ud788 \uc778\uc0c1 \ucabd \ubc18\ub300\ud45c 3\uc778\uc744 \uc548\uace0 \uc788\ub2e4.<\/p>\n<p><strong>\ud3ec\uc6cc\ub4dc \uac00\uc774\ub358\uc2a4\ub97c \uc904\uc774\uaca0\ub2e4\ub294 \uc6cc\uc2dc \uc758\uc7a5\uc758 \uae30\uc870<\/strong>\uac00 \uc5ec\uae30\uc11c \uc911\uc694\ud558\ub2e4. \uc5f0\uc900\uc774 \uc55e\uc73c\ub85c\uc758 \uacbd\ub85c\ub97c \ub35c \ub9d0\ud574\uc904\uc218\ub85d, \uc2dc\uc7a5\uc740 \ub9e4 \uc9c0\ud45c \ubc1c\ud45c\ub9c8\ub2e4 \uc2a4\uc2a4\ub85c \uacc4\uc0b0\ud574\uc57c \ud55c\ub2e4. \uadf8 \ub9d0\uc740 <strong>\uc9c0\ud45c \ubc1c\ud45c\uc77c\ub9c8\ub2e4 \ubcc0\ub3d9\uc131\uc774 \ucee4\uc9c4\ub2e4<\/strong>\ub294 \ub73b\uc774\ub2e4. \uc624\ub298 08:30 ET PCE\uac00 \ubc14\ub85c \uadf8 \uccab \uc2dc\ud5d8\ub300\ub2e4.<\/p>\n<hr>\n<h2>4. \ubbf8\uad6d\u00b7\uc720\ub7fd \uac1c\uc7a5 \uc804 \ud750\ub984 (7\/30 \uc544\uce68 PDT)<\/h2>\n<p><strong>[\uc0ac\uc2e4] \uc120\ubb3c\u00b7\ud504\ub9ac\ub9c8\ucf13<\/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>S&amp;P500 \uc120\ubb3c<\/td>\n<td>7,378.25<\/td>\n<td>+27.00 (+0.37%)<\/td>\n<\/tr>\n<tr>\n<td>\ub2e4\uc6b0 \uc120\ubb3c<\/td>\n<td>51,918.00<\/td>\n<td>+153.00 (+0.30%)<\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5100 \uc120\ubb3c<\/td>\n<td>27,520.00<\/td>\n<td>+178.00 (+0.65%)<\/td>\n<\/tr>\n<tr>\n<td>\ub7ec\uc1402000 \uc120\ubb3c<\/td>\n<td>2,923.70<\/td>\n<td>+8.30 (+0.28%)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\ud504\ub9ac\ub9c8\ucf13 \uac1c\ubcc4 \u2014 <strong>\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 +8%\ub300<\/strong>, <strong>\uba54\ud0c0 -8%\ub300<\/strong>.<\/li>\n<li>\uc804\uc77c(7\/29) \ub9c8\uac10 \u2014 \ub2e4\uc6b0 51,594.14(-2.19%), S&amp;P500 7,316.15(-1.52%), \ub098\uc2a4\ub2e5 24,442.94(-1.74%). <strong>\ub098\uc2a4\ub2e5100\uc740 \uc870\uc815(correction) \uad6c\uac04 \uc9c4\uc785<\/strong>.<\/li>\n<li>\uc804\uc77c \ubc18\ub3c4\uccb4 \u2014 \uc5d4\ube44\ub514\uc544 -3.6%, AMD -5.5%, \ube0c\ub85c\ub4dc\ucef4 -2.8%.<\/li>\n<\/ul>\n<p><strong>[\uad00\uce21]<\/strong><\/p>\n<p>\ub098\uc2a4\ub2e5100 \uc120\ubb3c\uc774 \ub2e4\uc6b0 \uc120\ubb3c\ubcf4\ub2e4 \ub450 \ubc30 \uac15\ud558\uac8c \uc624\ub974\uace0 \uc788\ub2e4. \uc5b4\uc81c \uac00\uc7a5 \ub9ce\uc774 \ub9de\uc740 \ucabd\uc774 \uac00\uc7a5 \uba3c\uc800 \ubc18\ub4f1\uc744 \uc2dc\ub3c4\ud558\ub294 \uc804\ud615\uc801\uc778 \ud328\ud134\uc774\ub2e4. \ub2e4\ub9cc \uadf8 \ubc18\ub4f1\uc758 \ub0b4\ubd80 \uad6c\uc131\uc740 <strong>\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \ud55c \uc885\ubaa9\uc774 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \ub04c\uace0 \uc788\uc744 \uac00\ub2a5\uc131<\/strong>\uc774 \ub192\ub2e4 \u2014 \uc2dc\uac00\ucd1d\uc561 \uae30\uc5ec\ub3c4\ub97c \uace0\ub824\ud558\uba74 MSFT +8%\ub294 \ub098\uc2a4\ub2e5100 \uc9c0\uc218\ub97c \ud640\ub85c 1%p \uac00\uae4c\uc774 \ubc00\uc5b4\uc62c\ub9b4 \uc218 \uc788\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d]<\/strong> \uadf8\ub7ec\ubbc0\ub85c \uc624\ub298 \ub098\uc2a4\ub2e5\uc774 \uc624\ub978\ub2e4\uace0 \ud574\uc11c &quot;AI \uc6b0\ub824\uac00 \ud574\uc18c\ub410\ub2e4&quot;\uace0 \uc77d\uc73c\uba74 \uc548 \ub41c\ub2e4. <strong>\uc9c0\uc218 \uc0c1\uc2b9\uacfc \uc2dc\uc7a5 \ud3ed(breadth)\uc744 \ubd84\ub9ac\ud574\uc11c \ubd10\uc57c \ud558\ub294 \ub0a0<\/strong>\uc774\ub2e4. \uc0c1\uc2b9 \uc885\ubaa9 \uc218\uac00 \ud558\ub77d \uc885\ubaa9 \uc218\ubcf4\ub2e4 \ub9ce\uc740\uc9c0\uac00 \uc624\ub298 \uc9c0\uc218 \uc22b\uc790\ubcf4\ub2e4 \ub354 \ub9ce\uc740 \uc815\ubcf4\ub97c \ub2f4\ub294\ub2e4.<\/p>\n<hr>\n<h2>5. \uc624\ub298 \ubbf8\uad6d\uc7a5 (7\/30 \ubaa9, ET) \ud504\ub9ac\ubdf0<\/h2>\n<p><strong>[\uc0ac\uc2e4] \uc624\ub298\uc758 \ub450 \uad00\ubb38<\/strong><\/p>\n<ol>\n<li><strong>08:30 ET (05:30 PDT) \u2014 6\uc6d4 \uac1c\uc778\uc18c\ub4dd\u00b7\uc18c\ube44 + PCE, 2\ubd84\uae30 GDP \uc18d\ubcf4, \uc8fc\uac04 \uc2e4\uc5c5\uc218\ub2f9<\/strong>\n<ul>\n<li>\ucee8\uc13c\uc11c\uc2a4 \u2014 Core PCE MoM <strong>+0.1~0.2%<\/strong>(\uc804\uc6d4 +0.3%), Core PCE YoY <strong>\uc57d 3.3%<\/strong>(5\uc6d4 3.4% = 3\ub144 \ucd5c\uace0), \ud5e4\ub4dc\ub77c\uc778 PCE YoY <strong>+3.6%<\/strong>(\uc804\uc6d4 4.1%)<\/li>\n<li>2\ubd84\uae30 GDP \uc5f0\uc728 <strong>+2.3%<\/strong>(1\ubd84\uae30 +2.1%), \uac1c\uc778\uc18c\ub4dd +0.3%, \uac1c\uc778\uc18c\ube44 +0.4%<\/li>\n<li><em>\uc774 \ub9ac\ud3ec\ud2b8 \uc791\uc131 \uc2dc\uc810(05:35 PDT)\uc774 \ubc1c\ud45c \uc9c1\ud6c4\ub77c \uc2e4\uc81c \uc218\uce58\ub294 \ud655\uc778\ud558\uc9c0 \ubabb\ud588\ub2e4.<\/em> <strong>\ubbf8\ud655\uc778<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<li><strong>\uc7a5 \ub9c8\uac10 \ud6c4 \u2014 \uc544\ub9c8\uc874\u00b7\uc560\ud50c \uc2e4\uc801<\/strong>\n<ul>\n<li>\uc544\ub9c8\uc874 \u2014 AWS \uc131\uc7a5\ub960\uacfc capex \uac00\uc774\ub358\uc2a4. \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uac00 \uc138\uc6b4 \uae30\uc900(Azure 43% \uac00\uc18d)\uacfc \uc9c1\uc811 \ube44\uad50\ub2f9\ud55c\ub2e4.<\/li>\n<li>\uc560\ud50c \u2014 <strong>\uba54\ubaa8\ub9ac \uac00\uaca9 \uc778\uc0c1\uc5d0 \ub530\ub978 \ub9c8\uc9c4 \uc555\ubc15<\/strong>\uc774 \ucd08\uc810. \uc774\uac74 \ud55c\uad6d \ubc18\ub3c4\uccb4 \uc11c\uc0ac\uc640 \ubc18\ub300 \ubc29\ud5a5\uc758 \uac80\uc99d\uc774\ub2e4. \uba54\ubaa8\ub9ac\uac00 \ube44\uc2f8\ub2e4\ub294 \uac83\uc740 \uc560\ud50c\uc5d0\uac8c\ub294 \uc6d0\uac00, \ud558\uc774\ub2c9\uc2a4\uc5d0\uac8c\ub294 \ub9e4\ucd9c\uc774\ub2e4.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p><strong>[\ud574\uc11d] \uc9c0\uae08 \uc9c4\uaddc\uac00 \ubd10\uc57c \ud560 \ud55c\ub450 \uac00\uc9c0<\/strong><\/p>\n<p><strong>\uccab\uc9f8, \uc624\ub298\uc740 &quot;AI \ud22c\uc790\uc5d0 \ub300\ud55c \uc2ec\ud310&quot;\uc774 \uc885\ubaa9\ubcc4\ub85c \uac08\ub77c\uc9c0\ub294 \uccab\ub0a0\uc774\ub2e4.<\/strong> \uc9c0\ub09c \uc774\ud2c0\uc740 AI \uad00\ub828 \uc790\uc0b0\uc774 <em>\ud55c\uaebc\ubc88\uc5d0<\/em> \ube60\uc84c\ub2e4. \uc624\ub298\uc740 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uac00 \uc624\ub974\uace0 \uba54\ud0c0\uac00 \ube60\uc9c4\ub2e4. \uc774 \ucc28\uc774\uac00 \uc911\uc694\ud55c \uc774\uc720\ub294, \uc2dc\uc7a5\uc774 &quot;AI\uac00 \uacfc\uc5f4\uc778\uac00&quot;\uc5d0\uc11c &quot;<strong>\ub204\uad6c\uc758 AI \ud22c\uc790\uac00 \ud68c\uc218\ub418\ub294\uac00<\/strong>&quot;\ub85c \uc9c8\ubb38\uc744 \ubc14\uafe8\ub2e4\ub294 \ub73b\uc774\uae30 \ub54c\ubb38\uc774\ub2e4. \uc55e\uc758 \uc9c8\ubb38\uc740 \uc139\ud130 \uc804\uccb4\ub97c \ud754\ub4e4\uace0, \ub4a4\uc758 \uc9c8\ubb38\uc740 \uc2b9\uc790\uc640 \ud328\uc790\ub97c \ub9cc\ub4e0\ub2e4. \ud6c4\uc790\ub85c \ub118\uc5b4\uac14\ub2e4\uba74 \ubb34\ucc28\ubcc4 \uae09\ub77d \uad6d\uba74\uc740 \ud6c4\ubc18\ubd80\uc77c \uac00\ub2a5\uc131\uc774 \uc788\ub2e4 \u2014 \ub2e4\ub9cc \uadf8 \uc804\uc81c\ub294 <strong>\uae08\ub9ac\uc640 \uc720\uac00\uac00 \ub354 \ub098\ube60\uc9c0\uc9c0 \uc54a\ub294\ub2e4<\/strong>\ub294 \uac83\uc774\ub2e4.<\/p>\n<p><strong>\ub458\uc9f8, \ud55c\uad6d \ubc18\ub3c4\uccb4\uc5d0 \ub300\ud55c \uc624\ub298\uc758 \uac80\uc99d\uc810\uc740 \uc544\ub9c8\uc874 capex\uc640 \uc560\ud50c \ub9c8\uc9c4\uc774\ub2e4.<\/strong> \ud55c\uad6d \ud22c\uc790\uc790 \uc785\uc7a5\uc5d0\uc11c SK\ud558\uc774\ub2c9\uc2a4\u00b7\uc0bc\uc131\uc804\uc790\uc758 \ub2e4\uc74c \ubd84\uae30 \uc11c\uc0ac\ub294 \uacb0\uad6d \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uac00 \uc5bc\ub9c8\ub098 \uc0b4 \uac83\uc774\ub0d0\uc5d0 \ub2ec\ub824 \uc788\ub2e4. \uc5b4\uc82f\ubc24 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uac00 \uc900 \uc2e0\ud638\ub294 \uae0d\uc815\uc801\uc774\uc5c8\ub2e4(Azure \uac00\uc18d = \uc778\ud504\ub77c \uc218\uc694 \uc9c0\uc18d). \uba54\ud0c0\uac00 \uc900 \uc2e0\ud638\ub294 \ubd80\uc815\uc801\uc774\uc5c8\ub2e4(FCF \ubd95\uad34 = \uc790\ubcf8\uc9c0\ucd9c\uc758 \uc9c0\uc18d\uac00\ub2a5\uc131 \uc758\ubb38). <strong>\uc624\ub298 \ubc24 \uc544\ub9c8\uc874\uc774 \uc5b4\ub290 \ucabd\uc5d0 \uc11c\ub290\ub0d0\uac00 \ub2e4\uc74c \uc8fc \ud55c\uad6d\uc7a5\uc758 \ud1a4\uc744 \uc0c1\ub2f9 \ubd80\ubd84 \uacb0\uc815\ud55c\ub2e4.<\/strong><\/p>\n<p><strong>\ucc38\uace0 \uc778\ubb3c 4\uc778 \uad00\uc810\uc5d0\uc11c<\/strong> \u2014 \ub124 \uc0ac\ub78c\uc774 \uacf5\ud1b5\uc73c\ub85c \uac15\uc870\ud574\uc628 &quot;\ubc18\ub3c4\uccb4 \uc911\uc2ec \uc911\uc7a5\uae30 \uc131\uc7a5&quot; \uc11c\uc0ac\ub294 \uc9c0\uae08 <em>\ubd80\uc815<\/em>\ub418\uace0 \uc788\ub294 \uac8c \uc544\ub2c8\ub77c <em>\uc870\uac74\uc774 \ubd99\uace0<\/em> \uc788\ub2e4. \uc870\uac74\uc740 &quot;AI \uc790\ubcf8\uc9c0\ucd9c\uc774 \ub9e4\ucd9c\ub85c \ud68c\uc218\ub418\ub294 \uac83\uc774 \uacc4\uc18d \uc99d\uba85\ub420 \uac83&quot;\uc774\ub2e4. \uc774 \uc870\uac74\uc740 \ub9e4 \ubd84\uae30 \uc5b4\ub2dd\uc2dc\uc98c\ub9c8\ub2e4 \uc7ac\ud655\uc778\ub418\uc5b4\uc57c \ud55c\ub2e4. \uc989 <strong>\ub17c\uc7c1\uc774 \ub05d\ub09c \uac8c \uc544\ub2c8\ub77c \ubd84\uae30\ub9c8\ub2e4 \ubc18\ubcf5\ub418\ub294 \ud615\ud0dc\ub85c \ubc14\ub00c\uc5c8\ub2e4<\/strong>. (\ub124 \uc0ac\ub78c\uc758 \uc774\ubc88 \uc8fc \uac1c\ubcc4 \ubc1c\uc5b8\uc740 \ud655\uc778\ud558\uc9c0 \ubabb\ud588\ub2e4. \ubbf8\ud655\uc778.)<\/p>\n<hr>\n<h2>6. \uc774\ubca4\ud2b8 \uce98\ub9b0\ub354 (D-N, PDT \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) 05:30<\/td>\n<td>6\uc6d4 PCE \u00b7 2Q GDP \uc18d\ubcf4 \u00b7 \uc8fc\uac04 \uc2e4\uc5c5\uc218\ub2f9<\/td>\n<td>Core PCE\uac00 3.3%\ub97c \ub118\uc73c\uba74 9\uc6d4 \uc778\uc0c1 \uae30\ub300\uac00 \uad73\ub294\ub2e4<\/td>\n<\/tr>\n<tr>\n<td><strong>D-0<\/strong> 7\/30(\ubaa9) 13:00 \uc774\ud6c4<\/td>\n<td><strong>\uc544\ub9c8\uc874\u00b7\uc560\ud50c \uc2e4\uc801<\/strong><\/td>\n<td>AI capex \uc2ec\ud310 2\ub77c\uc6b4\ub4dc. AWS \uc131\uc7a5\ub960\uacfc \uc560\ud50c \uba54\ubaa8\ub9ac \uc6d0\uac00<\/td>\n<\/tr>\n<tr>\n<td>D+1 7\/31(\uae08)<\/td>\n<td>\ud55c\uad6d \uc608\ud0c1\uae08(\uc99d\uac70\uae08) \uc0c1\ud5a5 \uc2dc\ud589<\/td>\n<td>\ub808\ubc84\ub9ac\uc9c0 \ubcc0\ub3d9\uc131\uc774 \uc9c4\uc815\ub418\ub294\uc9c0\uc758 \uc9c1\uc811 \uac80\uc99d<\/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 \u2014 AI \uc218\uc694 \uc11c\uc0ac\uc758 \uc2e4\ubb3c \uac80\uc99d<\/td>\n<\/tr>\n<tr>\n<td>D+7 \ub0b4\uc678 8\uc6d4 \ucd08<\/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 \uc789\uc5ec\ud604\uae08\ud750\ub984(FCF)\uc774 \uc65c \uc624\ub298 \uc8fc\uac00\ub97c \uac08\ub790\ub098<\/h2>\n<p><strong>\uac1c\ub150.<\/strong> \uc789\uc5ec\ud604\uae08\ud750\ub984(Free Cash Flow)\uc740 \ud68c\uc0ac\uac00 \uc601\uc5c5\uc73c\ub85c \ubc88 \ud604\uae08\uc5d0\uc11c, \uc0ac\uc5c5\uc744 \uc720\uc9c0\u00b7\ud655\uc7a5\ud558\uae30 \uc704\ud574 \ubc18\ub4dc\uc2dc \uc368\uc57c \ud558\ub294 \uc124\ube44\ud22c\uc790(capex)\ub97c \ube80 \ub3c8\uc774\ub2e4.<\/p>\n<pre><code>FCF = \uc601\uc5c5\ud65c\ub3d9 \ud604\uae08\ud750\ub984 \u2212 \uc790\ubcf8\uc9c0\ucd9c\n<\/code><\/pre>\n<p>\uc774 \ub3c8\uc774 \uc911\uc694\ud55c \uc774\uc720\ub294, <strong>\uc8fc\uc8fc\uc5d0\uac8c \uc2e4\uc81c\ub85c \ub3cc\uc544\uac08 \uc218 \uc788\ub294 \uc720\uc77c\ud55c \ud604\uae08<\/strong>\uc774\uae30 \ub54c\ubb38\uc774\ub2e4. \ubc30\ub2f9\u00b7\uc790\uc0ac\uc8fc \ub9e4\uc785\u00b7\ubd80\ucc44 \uc0c1\ud658\uc774 \uc804\ubd80 \uc5ec\uae30\uc11c \ub098\uc628\ub2e4. \ud68c\uacc4\uc0c1 \uc774\uc775(EPS)\uc740 \uac10\uac00\uc0c1\uac01 \uac19\uc740 \ube44\ud604\uae08 \ud56d\ubaa9 \ub54c\ubb38\uc5d0 \uc870\uc815 \uc5ec\uc9c0\uac00 \uc788\uc9c0\ub9cc, FCF\ub294 \ud1b5\uc7a5\uc5d0 \ub0a8\uc740 \ub3c8\uc774\ub77c \uc18d\uc774\uae30 \uc5b4\ub835\ub2e4.<\/p>\n<p><strong>\ube44\uc720.<\/strong> \uc6d4\uae09 300\ub9cc\uc6d0\uc744 \ubc1b\ub294 \uc0ac\ub78c\uc774 \uc788\ub2e4. \uadf8\ub7f0\ub370 \uc774\ubc88 \ub2ec\uc5d0 311\ub9cc\uc6d0\uc9dc\ub9ac \uc7a5\ube44\ub97c \uc0c0\ub2e4. \ud1b5\uc7a5\uc5d0 \ub0a8\uc740 \uac74 7,840\uc6d0. \uc774 \uc0ac\ub78c\uc774 &quot;\ub098\ub294 \uc5f0\ubd09\uc774 \uc62c\ub790\ub2e4&quot;\uace0 \ub9d0\ud574\ub3c4 \ub2f9\uc7a5 \uc4f8 \ub3c8\uc740 \uc5c6\ub2e4. \ubb38\uc81c\ub294 <strong>\uadf8 \uc7a5\ube44\uac00 \uc5bc\ub9c8 \ub9cc\uc5d0 \ub3c8\uc744 \ubc8c\uc5b4\ub2e4 \uc8fc\ub290\ub0d0<\/strong>\ub2e4. 6\uac1c\uc6d4\uc774\uba74 \ud6cc\ub96d\ud55c \ud22c\uc790\uace0, 5\ub144\uc774\uba74 \uadf8\ub3d9\uc548 \uc0dd\ud65c\uc774 \ub9c8\ub978\ub2e4.<\/p>\n<p><strong>\uc2e4\uc81c \uc0ac\ub840 (\uc624\ub298).<\/strong><\/p>\n<ul>\n<li>\uba54\ud0c0 \u2014 \uc601\uc5c5\ud604\uae08\ud750\ub984 <strong>319\uc5b5 \ub2ec\ub7ec<\/strong>, \uc790\ubcf8\uc9c0\ucd9c <strong>311\uc5b5 \ub2ec\ub7ec<\/strong>, FCF <strong>7.84\uc5b5 \ub2ec\ub7ec<\/strong>. \uc804\ubd84\uae30 85\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 91% \uac10\uc18c. \uadf8\ub7f0\ub370 \uc5f0\uac04 capex \uac00\uc774\ub358\uc2a4\ub294 \uc624\ud788\ub824 \ud558\ub2e8\uc744 \uc62c\ub838\ub2e4($125B<del>145B \u2192 $135B<\/del>145B). \uc2dc\uc7a5\uc774 \ubcf8 \uac83\uc740 &quot;\ubc88 \ub3c8\uc744 \ub2e4 \uc4f0\uace0 \uc788\uace0, \uc55e\uc73c\ub85c \ub354 \uc4f0\uaca0\ub2e4\ub294\ub370, \uc5b8\uc81c \ud68c\uc218\ub418\ub294\uc9c0\ub294 \uc544\uc9c1 \uc548 \ubcf4\uc778\ub2e4&quot;\uc600\ub2e4. \uc8fc\uac00 -8%\ub300.<\/li>\n<li>\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \u2014 \ub611\uac19\uc774 \uac70\ub300\ud55c capex\ub97c \uc4f0\uc9c0\ub9cc <strong>Azure \uc5f0\ub9e4\ucd9c 1,000\uc5b5 \ub2ec\ub7ec<\/strong>\ub77c\ub294 \ud68c\uc218 \uc99d\uac70\ub97c \uc81c\uc2dc\ud588\uace0, \uc131\uc7a5\ub960\uc774 40%\uc5d0\uc11c 43%\ub85c <strong>\uac00\uc18d<\/strong>\ud588\ub2e4. \uc989 \ud22c\uc790\uc640 \ub9e4\ucd9c \uc0ac\uc774\uc758 \uc2dc\ucc28\uac00 \uc9e7\uc544\uc9c0\uace0 \uc788\ub2e4\ub294 \uc2e0\ud638. \uc8fc\uac00 +8%\ub300.<\/li>\n<\/ul>\n<p><strong>\uc801\uc6a9.<\/strong> \uc55e\uc73c\ub85c AI \uad00\ub828 \uae30\uc5c5\uc758 \uc2e4\uc801\uc744 \ubcfc \ub54c \uc21c\uc11c\ub97c \uc774\ub807\uac8c \ubc14\uafd4 \ubcf4\uba74 \uc88b\ub2e4.<\/p>\n<ol>\n<li>\ub9e4\ucd9c\u00b7\uc774\uc775\uc774 \ucee8\uc13c\uc11c\uc2a4 \ub300\ube44 \uc5b4\ub560\ub098 \u2192 <em>\uc608\uc804\uc758 1\ubc88<\/em><\/li>\n<li><strong>capex \uac00\uc774\ub358\uc2a4\uac00 \uc5b4\ub5bb\uac8c \ubc14\ub00c\uc5c8\ub098<\/strong> \u2192 <em>\uc9c0\uae08\uc758 1\ubc88<\/em><\/li>\n<li><strong>\uadf8 capex\uac00 \uc5b4\ub5a4 \ub9e4\ucd9c \uc9c0\ud45c\ub85c \ud68c\uc218\ub418\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc8fc\ub098<\/strong> \u2192 <em>\uc9c0\uae08 \uac00\uc7a5 \uc911\uc694\ud55c \uac83<\/em><\/li>\n<\/ol>\n<p>\uac19\uc740 \ub17c\ub9ac\uac00 SK\ud558\uc774\ub2c9\uc2a4\u00b7\uc0bc\uc131\uc804\uc790\uc5d0\ub3c4 \uc801\uc6a9\ub418\uc9c0\ub9cc \ubc29\ud5a5\uc740 \ubc18\ub300\ub2e4. \uc774\ub4e4\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 capex\ub97c <em>\ubc1b\ub294<\/em> \ucabd\uc774\ub2e4. \uadf8\ub798\uc11c \uc544\ub9c8\uc874\u00b7\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc758 capex \uac00\uc774\ub358\uc2a4\ub294 \ud55c\uad6d \uba54\ubaa8\ub9ac\uc758 <strong>\ub9e4\ucd9c \uc120\ud589\uc9c0\ud45c<\/strong>\ub85c \uc77d\uc5b4\uc57c \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:\/\/finance.yahoo.com\/markets\/live\/stock-market-today-thursday-july-30-dow-sp-500-nasdaq-082255995.html\">Stock market today: Dow, S&amp;P 500, Nasdaq futures edge up ahead of inflation data \u2014 Yahoo Finance<\/a><\/li>\n<li><a href=\"https:\/\/www.ksat.com\/business\/2026\/07\/30\/oil-prices-gain-and-asian-shares-are-mostly-lower-as-investors-sell-ai-stocks\/\">Oil prices gain and Asian shares are mostly lower as investors sell AI stocks \u2014 AP \/ KSAT<\/a><\/li>\n<li><a href=\"https:\/\/www.mt.co.kr\/stock\/2026\/07\/30\/2026073015443789703\">\ucf54\uc2a4\ud53c 5% \uc624\ub974\ub2e4\uac00 \ub69d \u2014 \uc678\uc778 \uc90d\uc90d\uc5d0\ub3c4 5500\ub300\ub85c \u00b7 \uba38\ub2c8\ud22c\ub370\uc774<\/a><\/li>\n<li><a href=\"https:\/\/www.kucoin.com\/news\/flash\/meta-q2-2026-earnings-miss-estimates-capex-guidance-rises-to-145-billion\">Meta Q2 2026 Earnings Miss Estimates, Capex Guidance Rises to $145 Billion \u2014 KuCoin<\/a><\/li>\n<li><a href=\"https:\/\/www.tradingkey.com\/analysis\/stocks\/us-stocks\/262063667-meta-stock-crashing-after-q2-2026-earnings-eps-miss-capex-tradingkey\">Why Is Meta Crashing After Earnings? EPS Missed 14%, FCF Hit $784M \u2014 TradingKey<\/a><\/li>\n<li><a href=\"https:\/\/finance.yahoo.com\/technology\/article\/microsoft-beats-q4-expectations-as-azure-revenue-tops-100-billion-120144134.html\">Microsoft beats Q4 expectations as Azure revenue tops $100 billion \u2014 Yahoo Finance<\/a><\/li>\n<li><a href=\"https:\/\/moneymorning.com\/2026\/07\/30\/magnificent-7-weekly-report-july-30-2026\">Mag 7 Weekly: Microsoft&#39;s Azure Jump Buys Relief, Meta&#39;s Capex Floor Does Not \u2014 Money Morning<\/a><\/li>\n<li><a href=\"https:\/\/www.benzinga.com\/markets\/equities\/26\/07\/60788808\/stock-market-today-sp-500-nasdaq-100-futures-gain-as-federal-reserve-holds-interest-rates-meta-microsoft-apple-in-focus\">Stock Market Today: S&amp;P 500, Nasdaq 100 Futures Gain as Federal Reserve Holds Interest Rates \u2014 Benzinga<\/a><\/li>\n<li><a href=\"https:\/\/www.businesskorea.co.kr\/news\/articleView.html?idxno=273889\">\ub9c8\uac10 \uc2dc\ud669 \u2014 \ucf54\uc2a4\ud53c, \ud63c\uc870\uc138 \uc18d 5,500\uc120 \ud6c4\ubc18 \uc57d\uc138 \ub9c8\uac10 \u00b7 Businesskorea<\/a><\/li>\n<li><a href=\"https:\/\/www.mt.co.kr\/stock\/2026\/07\/30\/2026073014010970998\">\ub808\ubc84\ub9ac\uc9c0, \uc0ac\uc2e4\uc0c1 \ud1f4\ucd9c \uc218\uc900 \u2014 \uacb0\uad6d 2\ucc28 \ubcf4\uc644\ucc45 \u00b7 \uba38\ub2c8\ud22c\ub370\uc774<\/a><\/li>\n<li><a href=\"https:\/\/www.piptheory.com\/research\/us-core-pce-june-2026-preview-dollar\">Core PCE Preview (July 2026) \u2014 PIPTHEORY<\/a><\/li>\n<li><a href=\"https:\/\/continuumeconomics.com\/a\/d70b0540\/preview-due-july-30-us-june-personal-income-and-spending-pce-prices-not-quite-as-soft-as-cpi\">Preview: Due July 30 \u2014 U.S. June Personal Income and Spending \u00b7 Continuum Economics<\/a><\/li>\n<li><a href=\"https:\/\/finance.yahoo.com\/energy\/articles\/us-launches-fresh-strikes-against-002920639.html\">US launches fresh strikes against Iran \u2014 Yahoo Finance<\/a><\/li>\n<li><a href=\"https:\/\/www.bea.gov\/data\/personal-consumption-expenditures-price-index\">Personal Consumption Expenditures Price Index \u2014 U.S. Bureau of Economic Analysis<\/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>\ubbf8\uad6d \uc99d\uc2dc\uac00 \uc0ac\ud758 \ub9cc\uc5d0 \ubc18\ub4f1\uc744 \uc2dc\ub3c4\ud569\ub2c8\ub2e4. S&amp;P500 \uc120\ubb3c +0.37%, \ub098\uc2a4\ub2e5100 \uc120\ubb3c +0.65%, VIX\ub294 19.82\ub85c 4% \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \uc9c0\uc218 \uc544\ub798\uc5d0\uc11c\ub294 \uc815\ubc18\ub300\uc758 \uc77c\uc774 \ubc8c\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uba54\ud0c0\uac00 \ud504\ub9ac\ub9c8\ucf13\uc5d0\uc11c 8% \ub118\uac8c \ube60\uc9c0\uace0, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uac00 8% \uac00\uae4c\uc774 \uc624\ub985\ub2c8\ub2e4. \ub450 \ud68c\uc0ac \ubaa8\ub450 AI\uc5d0 \uc0ac\uc0c1 \ucd5c\ub300 \uaddc\ubaa8\ub97c \uc4f0\uace0 \uc788\ub294\ub370, \uc2dc\uc7a5\uc740 \ud55c\ucabd\uc5d0\ub294 \uc0c1\uc744 \uc8fc\uace0 \ud55c\ucabd\uc5d0\ub294 \ubc8c\uc744 \uc92c\uc2b5\ub2c8\ub2e4. \uc5b4\uc81c SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc5d0\ub3c4 9.6% \ube60\uc9c4&#8230;<\/p>\n","protected":false},"author":1,"featured_media":374,"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-379","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\/379","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=379"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/379\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/374"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=379"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=379"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=379"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}