{"id":385,"date":"2026-07-30T23:15:30","date_gmt":"2026-07-30T23:15:30","guid":{"rendered":"https:\/\/wecansurvive.ca\/?p=385"},"modified":"2026-07-30T23:15:30","modified_gmt":"2026-07-30T23:15:30","slug":"2026-07-31%ea%b8%88-%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=385","title":{"rendered":"2026.07.31(\uae08) \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\ub294 7\uc6d4 30\uc77c 1.23% \ub0b4\ub9b0 5,593.56\uc73c\ub85c \ub9c8\uac10\ud558\uba70 \uc0ac\ud758\uc9f8 \ud758\ub7ec\ub0b4\ub838\uc2b5\ub2c8\ub2e4. \uc7a5\uc911 \ud55c\ub54c 5,976.82\uae4c\uc9c0 5% \ub118\uac8c \uc62c\ub790\ub2e4\uac00 \uc624\ud6c4\uc5d0 \ub418\ubc00\ub9b0 \ud750\ub984\uc73c\ub85c, 52\uc8fc \uace0\uc810 9,385.59 \ub300\ube44 -40.4% \uc790\ub9ac\uc785\ub2c8\ub2e4. \ubc29\uc544\uc1e0\ub294 \uc5ec\uc804\ud788 SK\ud558\uc774\ub2c9\uc2a4 2\ubd84\uae30 \uc2e4\uc801 \u2014 \uc601\uc5c5\uc774\uc775 60.54\uc870\uc6d0\uc73c\ub85c \ubd84\uae30 \uc0ac\uc0c1 \ucd5c\ub300\uc600\uc9c0\ub9cc \ucee8\uc13c\uc11c\uc2a4 64.68\uc870\uc6d0\uc744 6.5% \ubc11\ub3cc\uba74\uc11c, \uc2dc\uc7a5\uc758 \uc9c8\ubb38\uc774 &quot;\uc2e4\uc801\uc774 \uc88b\uc740\uac00&quot;\uc5d0\uc11c &quot;\uc774 \ub9c8\uc9c4\uc774 \uba87 \ubd84\uae30 \uac00\ub294\uac00&quot;\ub85c \uc62e\uaca8\uac14\uc2b5\ub2c8\ub2e4. \ubc18\uba74 \ubc24\uc0ac\uc774 \ubbf8\uad6d \uc99d\uc2dc\ub294 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uac00 Azure \uc131\uc7a5\ub960 43%\uc5d0 15% \uae09\ub4f1\ud558\uba70 \ub098\uc2a4\ub2e5\uc744 2.8% \ub04c\uc5b4\uc62c\ub838\uace0, \ub3d9\uc2dc\uc5d0 30\ub144\ubb3c \uad6d\ucc44\uae08\ub9ac\ub294 5.20% \ubd80\uadfc\uc5d0\uc11c \ub0b4\ub824\uc624\uc9c0 \uc54a\uc558\uc2b5\ub2c8\ub2e4. \uc624\ub298 \ud55c\uad6d \uc99d\uc2dc\uc5d0\uc11c \ubcfc \uac83\uc740 \uc9c0\uc218 \ub808\ubca8\uc774 \uc544\ub2c8\ub77c \uc678\uad6d\uc778\uc774 \ubc18\ub3c4\uccb4\ub97c \uacc4\uc18d \ub358\uc9c0\ub294\uac00 \ud55c \uac00\uc9c0\uc785\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. 2026.07.31(\uae08) \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_1-27.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_2-27.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_3-27.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_4-27.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_5-27.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: 2026-07-31 08:05 KST (\ubc34\ucfe0\ubc84 7\/30 16:05 PDT)<br \/>\n\ubd84\ub958: \ud55c\uad6d\uc7a5 \uac1c\uc7a5 \uc804 (PM)<\/p>\n<hr>\n<h2>\u26a1 TL;DR<\/h2>\n<ol>\n<li><strong>\uc624\ub298\uc758 \ud55c \uac00\uc9c0 \u2014 &quot;\uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc778\ub370 \uc8fc\uac00\ub294 \ubc18\ud1a0\ub9c9&quot;\uc758 \uc815\uccb4.<\/strong> SK\ud558\uc774\ub2c9\uc2a4 2Q \uc601\uc5c5\uc774\uc775 60.5\uc870\uc6d0(+557% YoY, \ubd84\uae30 \uc0ac\uc0c1 \ucd5c\ub300)\uc774 \ucee8\uc13c(64.7\uc870) \ub300\ube44 6.5% \ud558\ud68c\ud558\uc790, \ucf54\uc2a4\ud53c\ub294 7\/28~7\/29 \uc774\ud2c0 \ub9cc\uc5d0 \ud06c\uac8c \ubb34\ub108\uc84c\ub2e4. 7\/30\uc5d0\ub3c4 -1.23%, 5,593.56 \ub9c8\uac10. 52\uc8fc \uace0\uc810 9,385.59 \ub300\ube44 <strong>-40.4%<\/strong>. \uc2e4\uc801\uc774 \uc544\ub2c8\ub77c <em>\ub9c8\uc9c4\uc758 \ubc29\ud5a5<\/em>\uacfc <em>\uc911\uad6d \ucd94\uaca9<\/em>\uc774 \ubb38\uc81c\ub85c \uc7ac\uc815\uc758\ub41c \uad6d\uba74.<\/li>\n<li><strong>\uadf8\ub7f0\ub370 \uac19\uc740 \ubc24 \ubbf8\uad6d\uc740 \uc815\ubc18\ub300 \uc2e0\ud638.<\/strong> MSFT Azure \uc131\uc7a5\ub960 43%(\uac00\uc774\ub358\uc2a4 45%)\u00b7Azure \ub9e4\ucd9c 1,000\uc5b5 \ub2ec\ub7ec \ub3cc\ud30c\uc5d0 \uc8fc\uac00 +15%, \uc0ac\uc0c1 \ucd5c\ub300 \ud558\ub8e8 \uc2dc\uac00\ucd1d\uc561 \uc99d\uac00. AMZN AWS +37%, \uc2dc\uac04\uc678 +8%. <strong>AI \uc218\uc694 \uc790\uccb4\ub294 \uaebe\uc778 \uc801\uc774 \uc5c6\ub2e4<\/strong> \u2014 \uaebe\uc778 \uac83\uc740 <em>\uba54\ubaa8\ub9ac\uac00 \uadf8 \uc218\uc694\ub97c \uc5bc\ub9c8\ub098 \uc624\ub798 \ucd08\uacfc\uc774\uc775\uc73c\ub85c \ubc14\uafc0 \uc218 \uc788\ub294\uac00<\/em>\uc5d0 \ub300\ud55c \ubbff\uc74c.<\/li>\n<li><strong>\uc5f0\uc900\uc740 \uc870\uc6a9\ud788 \ub808\uc9d0\uc744 \ubc14\uafe8\ub2e4.<\/strong> 7\/29 FOMC 3.50~3.75% 5\ud68c \uc5f0\uc18d \ub3d9\uacb0\uc774\uc9c0\ub9cc <strong>\uc778\uc0c1 \ucabd \ubc18\ub300\ud45c 3\ud45c<\/strong>(2016\ub144 9\uc6d4 \uc774\ud6c4 \ucd5c\ub2e4). \uc2dc\uc7a5\uc740 \uc774\uc81c \uc778\ud558\uac00 \uc544\ub2c8\ub77c <strong>9\uc6d4\u00b712\uc6d4 25bp \uc778\uc0c1 2\ud68c<\/strong>\ub97c \ud504\ub77c\uc774\uc2f1\ud55c\ub2e4. 30\ub144\ubb3c 5.20% \ubd80\uadfc \u2014 2007\ub144 \uc774\ud6c4 \ucd5c\uace0.<\/li>\n<li>6\uc6d4 Core PCE 3.3% YoY(\uc804\uc6d4\ube44 +0.1%)\ub85c \uc18c\ud3ed \ub454\ud654\ud588\uc9c0\ub9cc \ubaa9\ud45c 2%\uc640\ub294 \uc5ec\uc804\ud788 \uba3c \uac70\ub9ac. \ud5e4\ub4dc\ub77c\uc778 PCE \uc804\uc6d4\ube44 -0.1%\ub294 \ube44\uc601\ub9ac\ubd80\ubb38(NPISH)\uc774\ub77c\ub294 \uc7a1\uc74c \uc131\uaca9 \ud56d\ubaa9\uc774 \ub04c\uc5b4\ub0b4\ub9b0 \uacb0\uacfc \u2014 <strong>\ub514\uc2a4\uc778\ud50c\ub808 \uc7ac\uac1c\ub85c \uc77d\uae30\uc5d4 \uc774\ub974\ub2e4<\/strong>.<\/li>\n<li>\uc624\ub298 \ud55c\uad6d\uc7a5\uc5d0\uc11c \ubcfc \uac83\uc740 \uc9c0\uc218 \ub808\ubca8\uc774 \uc544\ub2c8\ub77c &quot;<strong>\uc678\uad6d\uc778\uc774 \ubc18\ub3c4\uccb4\ub97c \uacc4\uc18d \ub358\uc9c0\ub294\uac00<\/strong>&quot; \ud55c \uac00\uc9c0. 8\/1 \ubc1c\ud45c\ub420 7\uc6d4 \uc218\ucd9c(1~20\uc77c +52.3%, \ubc18\ub3c4\uccb4 +180.6%)\uc774 \uc8fc\uac00\uc640 \uc815\ubc18\ub300\ub97c \uac00\ub9ac\ud0a4\uace0 \uc788\ub2e4\ub294 \uc810\uc774 \uc774 \uad6d\uba74\uc758 \ud575\uc2ec \uae34\uc7a5.<\/li>\n<\/ol>\n<hr>\n<h2>1. \ubbf8\uad6d\u00b7\uae00\ub85c\ubc8c \ub9c8\uac10 \uc815\ub9ac (7\/30 ET \ub9c8\uac10 \u2192 \ud55c\uad6d 7\/31 05:00 KST)<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\uc9c0\uc218\u00b7\uc790\uc0b0<\/th>\n<th>\uc885\uac00<\/th>\n<th>\ubcc0\ub3d9<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>S&amp;P 500<\/td>\n<td>7,437.64<\/td>\n<td>+1.7%<\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5 \uc885\ud569<\/td>\n<td>25,122.18<\/td>\n<td>+2.8%<\/td>\n<\/tr>\n<tr>\n<td>\ub2e4\uc6b0<\/td>\n<td>52,208.06<\/td>\n<td>+1.2%<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 10\ub144\ubb3c<\/td>\n<td>4.68~4.70%<\/td>\n<td>+2bp (\uc804\uc77c +10bp \uae09\ub4f1 \uc720\uc9c0)<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 30\ub144\ubb3c<\/td>\n<td>5.20% \ubd80\uadfc<\/td>\n<td>2007\ub144 \uc774\ud6c4 \ucd5c\uace0<\/td>\n<\/tr>\n<tr>\n<td>VIX<\/td>\n<td>18.86<\/td>\n<td>-8.7%<\/td>\n<\/tr>\n<tr>\n<td>WTI<\/td>\n<td>83.8\ub2ec\ub7ec \ubd80\uadfc<\/td>\n<td>-1.0%<\/td>\n<\/tr>\n<tr>\n<td>USD\/KRW<\/td>\n<td>1,437.10\uc6d0<\/td>\n<td>(7\/30 \ud55c\uad6d \ub9c8\uac10)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>[\uad00\uce21]<\/strong> 7\/29 FOMC \uc9c1\ud6c4\uc758 \uae09\ub77d\uc744 \ud558\ub8e8 \ub9cc\uc5d0 \ub418\ub3cc\ub9b0 \ubc18\ub4f1\uc774\uc9c0\ub9cc, <em>\uc8fc\uc2dd\ub9cc<\/em> \ub418\ub3cc\ub838\ub2e4. \ucc44\uad8c\uc740 \ub418\ub3cc\ub9ac\uc9c0 \uc54a\uc558\ub2e4 \u2014 30\ub144\ubb3c\uc774 5.2% \uadfc\ucc98\uc5d0 \uadf8\ub300\ub85c \uba38\ubb3c\ub7ec \uc788\ub2e4\ub294 \uac83\uc740 \uc2dc\uc7a5\uc774 &quot;\uc774\ubc88 \ubc18\ub4f1\uc740 \uc2e4\uc801 \ub54c\ubb38\uc774\uc9c0 \uae08\ub9ac \ub54c\ubb38\uc774 \uc544\ub2c8\ub2e4&quot;\ub77c\uace0 \uc2a4\uc2a4\ub85c \uc778\uc815\ud55c \uc148\uc774\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d]<\/strong> \uc8fc\uc2dd\uacfc \ucc44\uad8c\uc774 \uc11c\ub85c \ub2e4\ub978 \uc774\uc57c\uae30\ub97c \ud560 \ub54c, \ubcf4\ud1b5 \ub354 \uc624\ub798\uac00\ub294 \ucabd\uc740 \ucc44\uad8c\uc774\ub2e4. \uc624\ub298\uc758 \ub098\uc2a4\ub2e5 +2.8%\ub294 MSFT\ub77c\ub294 <em>\ud55c \uc885\ubaa9\uc758 \uc774\ubca4\ud2b8<\/em>\uac00 \uc9c0\uc218 \uc804\uccb4\ub97c \ub4e4\uc5b4\uc62c\ub9b0 \uac83\uc5d0 \uac00\uae5d\uace0, \ud560\uc778\uc728(\uc7a5\uae30\uae08\ub9ac)\uc774 \ub192\uc544\uc9c4 \ubc30\uacbd \uc790\uccb4\ub294 \ud558\ub098\ub3c4 \uac1c\uc120\ub418\uc9c0 \uc54a\uc558\ub2e4.<\/p>\n<hr>\n<h2>2. \uc624\ub298\uc758 \ud575\uc2ec \u2014 \uba54\ubaa8\ub9ac: \uc2e4\uc801\uc740 \uc815\uc810, \uc8fc\uac00\ub294 \uc774\ubbf8 \ub2e4\uc74c \uad6d\uba74<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<ul>\n<li>SK\ud558\uc774\ub2c9\uc2a4 2026\ub144 2\ubd84\uae30: \ub9e4\ucd9c 79\uc8703,187\uc5b5\uc6d0(+256.8% YoY), \uc601\uc5c5\uc774\uc775 <strong>60\uc8705,426\uc5b5\uc6d0<\/strong>(+557.2% YoY), \uc601\uc5c5\uc774\uc775\ub960 76.3%. \uc0c1\ubc18\uae30 \ub204\uc801 \ub9e4\ucd9c 100\uc870\uc6d0 \ub3cc\ud30c.<\/li>\n<li>\ucee8\uc13c\uc11c\uc2a4: \ub9e4\ucd9c 83\uc8703,962\uc5b5\uc6d0 \/ \uc601\uc5c5\uc774\uc775 64\uc8706,755\uc5b5\uc6d0 \u2192 <strong>\ub9e4\ucd9c -5.5%, \uc601\uc5c5\uc774\uc775 -6.5% \ud558\ud68c<\/strong>.<\/li>\n<li>\uc8fc\uac00: 7\/29 -9.61%, 140\ub9cc1,000\uc6d0. 6\/25 \uc804\uace0\uc810 291\ub9cc7,000\uc6d0 \ub300\ube44 <strong>\uc57d -52%<\/strong>(\ud55c \ub2ec\uc5ec \ub9cc\uc5d0 \ubc18\ud1a0\ub9c9).<\/li>\n<li>\uc0bc\uc131\uc804\uc790: 7\/29 -5.23%, 7\/30 207,000\uc6d0(-0.72%).<\/li>\n<li>\ucf54\uc2a4\ud53c: 7\/29 -5.98%(5,663.24), 7\/30 -1.23%(5,593.56). 52\uc8fc \uace0\uc810 9,385.59 \ub300\ube44 -40.4%.<\/li>\n<li>7\/30 \uc7a5\uc911\uc5d0\ub294 \uc800\uac00\ub9e4\uc218\ub85c 5,976.82(+5% \uc774\uc0c1)\uae4c\uc9c0 \uc62c\ub790\ub2e4\uac00 \uc624\ud6c4\uc5d0 \ub418\ubc00\ub838\ub2e4.<\/li>\n<\/ul>\n<p><strong>[\uad00\uce21]<\/strong> \uc138 \uac00\uc9c0\uac00 \ub3d9\uc2dc\uc5d0 \uc77c\uc5b4\ub0ac\ub2e4 \u2014 (1) \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc758 <em>\ucee8\uc13c \ud558\ud68c<\/em>, (2) \uc911\uad6d \uba54\ubaa8\ub9ac \uc5c5\uccb4\uc758 \ucd94\uaca9 \ubd80\uac01, (3) \uae00\ub85c\ubc8c AI \ud22c\uc790\uc758 <em>\uc218\uc775\uc131<\/em>\uc5d0 \ub300\ud55c \uc758\ubb38. \uadf8\ub9ac\uace0 7\/30 \uc7a5\uc911 +5% \u2192 \ub9c8\uac10 -1.23%\uc758 \ub418\ubc00\ub9bc\uc740 <strong>\ubc18\ub4f1\uc744 \ubc1b\uc544\uc904 \ub9e4\uc218 \uc8fc\uccb4\uac00 \uc544\uc9c1 \uc587\ub2e4<\/strong>\ub294 \uc2e0\ud638\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d]<\/strong> \uc774 \uad6d\uba74\uc744 \uc815\ud655\ud788 \uc77d\ub294 \uc5f4\uc1e0\ub294 &quot;AI\uac00 \ub05d\ub0ac\ub098?&quot;\uac00 \uc544\ub2c8\ub77c &quot;<strong>\uba54\ubaa8\ub9ac \ucd08\uacfc\uc774\uc775\uc758 \uc9c0\uc18d \uae30\uac04(duration)\uc774 \uc9e7\uc544\uc84c\ub098?<\/strong>&quot; \ub77c\ub294 \uc9c8\ubb38\uc774\ub2e4.<\/p>\n<ul>\n<li>\uc601\uc5c5\uc774\uc775\ub960 76.3%\ub294 \uc815\uc0c1\uc801\uc778 \uc81c\uc870\uc5c5\uc758 \uc22b\uc790\uac00 \uc544\ub2c8\ub2e4. \uc774\ub7f0 \ub9c8\uc9c4\uc740 <em>\uacf5\uae09\uc774 \ubb3c\ub9ac\uc801\uc73c\ub85c \ubd80\uc871\ud560 \ub54c\ub9cc<\/em> \uc874\uc7ac\ud558\uace0, \uc2dc\uc7a5\uc740 \uc774 \ub9c8\uc9c4\uc774 \uba87 \ubd84\uae30 \uac08 \uac83\uc778\uc9c0\ub97c \uac00\uaca9\uc5d0 \ub2f4\ub294\ub2e4.<\/li>\n<li>\ucee8\uc13c\uc744 6.5% \ubc11\ub3c8 \uac83 \uc790\uccb4\ub294 \uc791\uc740 \uc22b\uc790\ub2e4. \ud558\uc9c0\ub9cc \uc774\uc775\ub960 76%\uc9dc\ub9ac \uc790\uc0b0\uc5d0\uc11c \ucee8\uc13c \ubbf8\ub2ec\uc740 &quot;\uacf5\uae09 \ubd80\uc871\uc774 \uc0dd\uac01\ubcf4\ub2e4 \ube68\ub9ac \ud480\ub9ac\uace0 \uc788\ub2e4&quot;\uc758 \uc2e0\ud638\ub85c \uc77d\ud788\uace0, \uadf8\ub7ec\uba74 \uc2dc\uc7a5\uc774 \ub9e4\uae30\ub358 <em>\uc9c0\uc18d \uae30\uac04 \ud504\ub9ac\ubbf8\uc5c4<\/em>\uc774 \ud1b5\uc9f8\ub85c \uc0ac\ub77c\uc9c4\ub2e4. \uc8fc\uac00 \ubc18\ud1a0\ub9c9\uc758 \uc0b0\uc218\ub294 EPS\uac00 \uc544\ub2c8\ub77c <strong>\uba40\ud2f0\ud50c\uc5d0\uc11c \ub098\uc654\ub2e4<\/strong>.<\/li>\n<li>\uc5ec\uae30\uc5d0 \uc911\uad6d \ucd94\uaca9\uc774 \uacb9\uce58\uba74 \uadf8\ub9bc\uc740 \ub354 \ubd84\uba85\ud574\uc9c4\ub2e4. \uc911\uad6d \uba54\ubaa8\ub9ac \uce90\ud30c\ub294 \uc774\uc775\ub960\uc774 \uc544\ub2c8\ub77c <em>\uc815\ucc45<\/em>\uc73c\ub85c \uc6c0\uc9c1\uc774\uae30 \ub54c\ubb38\uc5d0, \uc2dc\uc7a5\uc774 \ub450\ub824\uc6cc\ud558\ub294 \uac74 &quot;\uc911\uad6d\uc774 \uc9c0\uae08 \uc798\ud55c\ub2e4&quot;\uac00 \uc544\ub2c8\ub77c &quot;\uc911\uad6d\uc774 \uc190\ud574\ub97c \ubcf4\uba74\uc11c\ub3c4 \uacc4\uc18d \uc9d3\ub294\ub2e4&quot;\uc774\ub2e4.<\/li>\n<\/ul>\n<p><strong>\uad50\ucc28 \uac80\uc99d \u2014 \ubbf8\uad6d \ub370\uc774\ud130\ub294 \ubc18\ub300\ub97c \ub9d0\ud55c\ub2e4.<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\ud56d\ubaa9<\/th>\n<th>\uc218\uce58<\/th>\n<th>\uc2dc\uc0ac<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>MSFT Azure \uc131\uc7a5\ub960<\/td>\n<td>43% \u2192 \uac00\uc774\ub358\uc2a4 45%<\/td>\n<td><strong>\uac00\uc18d<\/strong>. \ud074\ub77c\uc6b0\ub4dc AI \uc218\uc694 \uac74\uc7ac<\/td>\n<\/tr>\n<tr>\n<td>MSFT Azure \ub9e4\ucd9c<\/td>\n<td>\ucd5c\ucd08 1,000\uc5b5 \ub2ec\ub7ec \ub3cc\ud30c<\/td>\n<td>\uaddc\ubaa8\uc758 \uc784\uacc4 \ud1b5\uacfc<\/td>\n<\/tr>\n<tr>\n<td>MSFT \ubd84\uae30 EPS \/ \ub9e4\ucd9c<\/td>\n<td>$4.74 \/ $900\uc5b5 (\ucee8\uc13c $4.25 \/ $877\uc5b5)<\/td>\n<td>\ud070 \ud3ed \uc0c1\ud68c, \uc8fc\uac00 +15%<\/td>\n<\/tr>\n<tr>\n<td>AMZN AWS<\/td>\n<td>+37%, 422.3\uc5b5 \ub2ec\ub7ec (\ucee8\uc13c 405.4\uc5b5)<\/td>\n<td>\uac00\uc18d, AWS \uc601\uc5c5\uc774\uc775\ub960 39.4%<\/td>\n<\/tr>\n<tr>\n<td>AMZN \ucd1d\ub9e4\ucd9c<\/td>\n<td>2,006\uc5b5 \ub2ec\ub7ec(+20%)<\/td>\n<td>\uc2dc\uac04\uc678 +8%<\/td>\n<\/tr>\n<tr>\n<td>\ud55c\uad6d 7\uc6d4 \uc218\ucd9c(1~20\uc77c)<\/td>\n<td>+52.3%, <strong>\ubc18\ub3c4\uccb4 +180.6%<\/strong><\/td>\n<td>\uc2e4\ubb3c \ucd9c\ud558\ub294 \uc0ac\uc0c1 \ucd5c\ub300<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\uc989 <em>\uc218\uc694 \ub370\uc774\ud130<\/em>\uc640 <em>\uc218\ucd9c \ub370\uc774\ud130<\/em>\ub294 \ubaa8\ub450 \uac15\ud55c\ub370, <em>\uba54\ubaa8\ub9ac \uc8fc\uac00<\/em>\ub9cc \ubb34\ub108\uc84c\ub2e4. \uc774 \uad34\ub9ac\ub294 \ub450 \uac00\uc9c0 \uc911 \ud558\ub098\ub85c\ub9cc \ud574\uc18c\ub41c\ub2e4 \u2014 \u2460 \uc2dc\uc7a5\uc774 \uacfc\ub3c4\ud558\uac8c \uc55e\uc11c \ub098\uac14\uac70\ub098, \u2461 \uc2dc\uc7a5\uc774 3~6\uac1c\uc6d4 \ub4a4\uc758 \uac00\uaca9(DRAM \uace0\uc815\uac00) \ud558\ub77d\uc744 \uba3c\uc800 \ubcf8 \uac83\uc774\uac70\ub098. <strong>\uc9c0\uae08 \uc2dc\uc810\uc5d0\uc11c \uc5b4\ub290 \ucabd\uc778\uc9c0 \ub2e8\uc815\ud560 \uadfc\uac70\ub294 \uc5c6\ub2e4.<\/strong> \ub2e4\ub9cc \ud310\ubcc4 \uc9c0\ud45c\ub294 \uba85\ud655\ud558\ub2e4: DRAM\u00b7NAND \uace0\uc815\uac70\ub798\uac00\uaca9, HBM \uacf5\uae09\uacc4\uc57d \uac31\uc2e0 \uc870\uac74, \uadf8\ub9ac\uace0 8\/1 \ubc1c\ud45c\ub420 7\uc6d4 \ud55c\uad6d \ubc18\ub3c4\uccb4 \uc218\ucd9c\uc758 <em>\ub2e8\uac00<\/em> \ucd94\uc774.<\/p>\n<hr>\n<h2>3. \ub450 \ubc88\uc9f8 \ubcc0\uc218 \u2014 \uc5f0\uc900: \uc778\ud558 \uc0ac\uc774\ud074\uc774 \uc544\ub2c8\ub77c \uc778\uc0c1 \ub9ac\uc2a4\ud06c<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<ul>\n<li>7\/29 FOMC: 3.50~3.75% \ub3d9\uacb0(5\ud68c \uc5f0\uc18d). \ud45c\uacb0 <strong>9-3<\/strong>, \ubc18\ub300 3\ud45c\ub294 \ubaa8\ub450 <strong>\uc778\uc0c1<\/strong> \ucabd \u2014 \ud574\ub9e5(\ud074\ub9ac\ube14\ub79c\ub4dc)\u00b7\uce74\uc2dc\uce74\ub9ac(\ubbf8\ub2c8\uc560\ud3f4\ub9ac\uc2a4)\u00b7\ub85c\uac74(\ub308\ub7ec\uc2a4). \uc778\uc0c1 \ubc29\ud5a5 \ubc18\ub300\ud45c 3\ud45c\ub294 2016\ub144 9\uc6d4 \uc774\ud6c4 \ucd5c\ub2e4.<\/li>\n<li>\uc131\uba85\uc11c: \uacbd\uc81c\ud65c\ub3d9 \uacac\uc870, \uc0dd\uc0b0\uc131\u00b7\uc124\ube44\ud22c\uc790 \uac15\ud568, \uace0\uc6a9 \uc99d\uac00 \uc720\uc9c0, \uc2e4\uc5c5\ub960 \ud070 \ubcc0\ud654 \uc5c6\uc74c. <strong>\uc778\ud50c\ub808\ub294 2% \ubaa9\ud45c \ub300\ube44 \uc5ec\uc804\ud788 \ub192\uc74c<\/strong>. \uc911\ub3d9 \ubd84\uc7c1\uc73c\ub85c \uc778\ud55c \ubd88\ud655\uc2e4\uc131 \uc5b8\uae09.<\/li>\n<li>\uc2dc\uc7a5 \ud504\ub77c\uc774\uc2f1: <strong>9\uc6d4 +25bp, 12\uc6d4 +25bp<\/strong>, \uc774\ud6c4 2027\ub144\uae4c\uc9c0 \ub3d9\uacb0.<\/li>\n<li>6\uc6d4 Core PCE 3.3% YoY \/ +0.1% MoM. \ud5e4\ub4dc\ub77c\uc778 PCE 3.7% YoY \/ -0.1% MoM.<\/li>\n<li>\uc131\uba85\uc11c \ubb38\uc7a5 \uc790\uccb4\uac00 \uc608\ub144\ubcf4\ub2e4 \ud6e8\uc52c \uc9e7\uc544\uc84c\ub2e4 \u2014 \uc6cc\uc2dc \uc758\uc7a5\uc758 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ubc29\uc2dd \ubcc0\ud654.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong> \uc774\uac83\uc774 <strong>\ud55c\uad6d \uc2dc\uc7a5\uc5d0 \ub450 \ubc88 \uc791\uc6a9\ud558\ub294 \ubcc0\uc218<\/strong>\ub77c\ub294 \uc810\uc774 \uc911\uc694\ud558\ub2e4.<\/p>\n<ol>\n<li><strong>\ud560\uc778\uc728 \uacbd\ub85c<\/strong> \u2014 \uc778\uc0c1 \ud504\ub77c\uc774\uc2f1\uc740 \uc7a5\uae30\uae08\ub9ac\ub97c \uc704\ucabd\uc5d0 \ubd99\uc7a1\uc544 \ub454\ub2e4. 30\ub144\ubb3c 5.2%\ub294 2007\ub144 \uc774\ud6c4 \ucd5c\uace0 \uc218\uc900\uc774\uace0, \uc774 \ub808\ubca8\uc5d0\uc11c\ub294 <em>\uba40\ub9ac \uc788\ub294 \uc774\uc775<\/em>\uc758 \ud604\uc7ac\uac00\uce58\uac00 \uad6c\uc870\uc801\uc73c\ub85c \uae4e\uc778\ub2e4. \uc131\uc7a5\uc8fc\u00b7\uace0\uba40\ud2f0\ud50c \uc790\uc0b0\uc774 \ubd88\ub9ac\ud558\ub2e4.<\/li>\n<li><strong>\ud658\uc728 \uacbd\ub85c<\/strong> \u2014 \ubbf8\uad6d\uc774 \uc778\uc0c1 \ucabd\uc774\uba74 \uc6d0\ud654\ub294 \uc57d\uc138 \uc555\ub825\uc744 \ubc1b\ub294\ub2e4. 1,437\uc6d0\uc740 \uc774\ubbf8 \ubd80\ub2f4\uc2a4\ub7ec\uc6b4 \ub808\ubca8\uc774\uace0, \uc5ec\uae30\uc11c \ub354 \ubc00\ub9ac\uba74 \uc678\uad6d\uc778\uc758 <em>\ub2ec\ub7ec \ud658\uc0b0 \uc218\uc775\ub960<\/em>\uc774 \ud6fc\uc190\ub3fc \ub9e4\ub3c4\ub97c \uc790\uadf9\ud55c\ub2e4. \uc9c0\uae08 \ucf54\uc2a4\ud53c\uac00 \uac00\uc7a5 \uacac\ub514\uae30 \ud798\ub4e0 \uc870\ud569\uc774\ub2e4.<\/li>\n<\/ol>\n<p><strong>[\ud574\uc11d \u2014 \uacf5\ubd80 \ub178\ud2b8] &quot;\uc778\ud558 \uae30\ub300\uac00 \uc0ac\ub77c\uc9c0\ub294 \uac83&quot;\uacfc &quot;\uc778\uc0c1\uc774 \uc2dc\uc791\ub418\ub294 \uac83&quot;\uc740 \ub2e4\ub974\ub2e4.<\/strong> \uc804\uc790\ub294 \ubc38\ub958\uc5d0\uc774\uc158\uc774 \uc81c\uc790\ub9ac\uc5d0 \uba38\ubb34\ub294 \uac83\uc774\uace0, \ud6c4\uc790\ub294 \ubc38\ub958\uc5d0\uc774\uc158\uc774 <em>\uae4e\uc774\ub294<\/em> \uac83\uc774\ub2e4. \uc9c0\uae08 \uc2dc\uc7a5\uc774 \ub118\uc5b4\uac04 \uc120\uc740 \ud6c4\uc790\ub2e4. \ubc18\ub300\ud45c 3\ud45c\ub294 \ud45c\uacb0\uc5d0\uc11c \uc84c\uc9c0\ub9cc, \uc2dc\uc7a5\uc5d0\ub294 &quot;\ub2e4\uc74c \ud68c\uc758\uc758 \ucd9c\ubc1c\uc120\uc774 \uc5b4\ub514\uc778\uac00&quot;\ub97c \ubc14\uafd4\ub193\uc558\ub2e4. FOMC\uc5d0\uc11c <em>\uacb0\uacfc<\/em>\ubcf4\ub2e4 <em>\ubc18\ub300\ud45c\uc758 \ubc29\ud5a5<\/em>\uc774 \ub354 \uc911\uc694\ud55c \uc21c\uac04\uc774 \uac00\ub054 \uc788\ub294\ub370, \uc774\ubc88\uc774 \uadf8\ub7f0 \uacbd\uc6b0\ub2e4.<\/p>\n<hr>\n<h2>4. \uac70\uc2dc \ubc30\uacbd<\/h2>\n<p><strong>[\uc0ac\uc2e4\u00b7\uad00\uce21]<\/strong><\/p>\n<ul>\n<li><strong>\uae08\ub9ac<\/strong> \u2014 10Y 4.68~4.70%, 30Y 5.20% \ubd80\uadfc(2007\ub144 \uc774\ud6c4 \ucd5c\uace0). \uc7a5\uae30 \ucabd\uc774 \ub354 \ud06c\uac8c \uc624\ub974\ub294 <strong>\ubca0\uc5b4 \uc2a4\ud2f0\ud504\ub2dd<\/strong>. \ud1b5\ud654\uc815\ucc45\ubcf4\ub2e4 <em>\uae30\uac04 \ud504\ub9ac\ubbf8\uc5c4\u00b7\uc7ac\uc815\u00b7\uc778\ud50c\ub808 \uc9c0\uc18d\uc131<\/em>\uc744 \ubc18\uc601\ud558\ub294 \uc6c0\uc9c1\uc784\uc774\ub2e4.<\/li>\n<li><strong>\uc720\uac00<\/strong> \u2014 WTI 83.8\ub2ec\ub7ec \ubd80\uadfc(-1.0%). \uc911\ub3d9 \ubd84\uc7c1 \ubd88\ud655\uc2e4\uc131\uc774 FOMC \uc131\uba85\uc11c\uc5d0 \uba85\uc2dc\ub420 \uc815\ub3c4\ub85c \ubc30\uacbd\uc5d0 \uae54\ub824 \uc788\uc73c\ub098, \uac00\uaca9 \uc790\uccb4\ub294 \uae09\ub4f1 \uad6d\uba74\uc774 \uc544\ub2c8\ub2e4.<\/li>\n<li><strong>\ubcc0\ub3d9\uc131<\/strong> \u2014 VIX 18.86(-8.7%). <em>\uc8fc\uc2dd<\/em> \ubcc0\ub3d9\uc131\uc740 \uc9c4\uc815\ub410\ub2e4. \ubc18\uba74 \ucc44\uad8c \ucabd \uae34\uc7a5\uc740 30\ub144\ubb3c \ub808\ubca8\uc5d0 \uadf8\ub300\ub85c \ub0a8\uc544 \uc788\ub2e4.<\/li>\n<li><strong>\ud658\uc728<\/strong> \u2014 USD\/KRW 1,437.10\uc6d0(7\/30 \ud55c\uad6d \ub9c8\uac10). \uc7a5\uc911 1,440\uc6d0\ub300\uc5d0\uc11c \uc548\uc815.<\/li>\n<li><strong>\uc9c0\uc815\ud559<\/strong> \u2014 \uc911\ub3d9 \ubd84\uc7c1\uc774 FOMC \uc131\uba85\uc11c\uc5d0 \uc9c1\uc811 \uc778\uc6a9\ub420 \uc815\ub3c4\uc758 \ubc30\uacbd \ub9ac\uc2a4\ud06c.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong> \ud55c \ubb38\uc7a5\uc73c\ub85c \uc904\uc774\uba74 \u2014 &quot;<strong>\uc8fc\uc2dd \uacf5\ud3ec\ub294 \ub0b4\ub824\uac14\ub294\ub370, \ub3c8\uc758 \uac12\uc740 \uc548 \ub0b4\ub824\uac14\ub2e4<\/strong>&quot;. VIX 18.86\uc740 \ud3c9\uc628\uc5d0 \uac00\uae5d\uc9c0\ub9cc 30\ub144\ubb3c 5.2%\ub294 \ud3c9\uc628\uc774 \uc544\ub2c8\ub2e4. \uc774\ub7f0 \uc870\ud569\uc5d0\uc11c\ub294 \uc9c0\uc218\uac00 \ubc18\ub4f1\ud574\ub3c4 <em>\uad6c\uc131\uc774 \ubc14\ub010\ub2e4<\/em>. \ud604\uae08\ud750\ub984\uc774 \uc9c0\uae08 \ub098\uc624\ub294 \uc790\uc0b0\uc774 \uc720\ub9ac\ud558\uace0, \uc774\uc775\uc774 \uba3c \ubbf8\ub798\uc5d0 \ubab0\ub9b0 \uc790\uc0b0\uc774 \ubd88\ub9ac\ud558\ub2e4. \ucf54\uc2a4\ud53c \ubc18\ub3c4\uccb4\uac00 \ub9de\uace0 \uc788\ub294 \ubc14\ub78c\uc740 \uc5c5\ud669 \ub274\uc2a4\ub9cc\uc774 \uc544\ub2c8\ub77c \uc774 \ud560\uc778\uc728 \ubc14\ub78c\uc774\uae30\ub3c4 \ud558\ub2e4.<\/p>\n<hr>\n<h2>5. \ub2e4\uc74c \ud55c\uad6d\uc7a5 (7\/31 \uae08 KST) \ud504\ub9ac\ubdf0<\/h2>\n<p><strong>\ubc24\uc0ac\uc774 \ud55c\uad6d\uc7a5\uc5d0 \ub4e4\uc5b4\uc62c \uc7ac\ub8cc<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\uc7ac\ub8cc<\/th>\n<th>\ubc29\ud5a5<\/th>\n<th>\ubb34\uac8c<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ub098\uc2a4\ub2e5 +2.8%, MSFT +15% (Azure 43%)<\/td>\n<td>\u2795<\/td>\n<td>AI \uc218\uc694 \uac74\uc7ac \ud655\uc778 \u2014 \ubc18\ub3c4\uccb4 \uc2ec\ub9ac\uc5d0 \uc6b0\ud638<\/td>\n<\/tr>\n<tr>\n<td>AMZN AWS +37%, \uc2dc\uac04\uc678 +8%<\/td>\n<td>\u2795<\/td>\n<td>\ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec capex \uc9c0\uc18d \uc2e0\ud638<\/td>\n<\/tr>\n<tr>\n<td>AAPL \uc2dc\uac04\uc678 -4% (\uc11c\ube44\uc2a4 \ub9e4\ucd9c \ucee8\uc13c \ud558\ud68c)<\/td>\n<td>\u2796<\/td>\n<td>\uc560\ud50c \ubc38\ub958\uccb4\uc778\u00b7\ubd80\ud488\uc8fc\uc5d0 \ubd80\ub2f4<\/td>\n<\/tr>\n<tr>\n<td>META \uc2dc\uac04\uc678 -4.2% (EPS \ubbf8\uc2a4, FCF -91%)<\/td>\n<td>\u2796<\/td>\n<td><em>AI \ud22c\uc790\uc758 \uc218\uc775\uc131<\/em> \uc758\ubb38\uc744 \uc7ac\uc810\ud654<\/td>\n<\/tr>\n<tr>\n<td>30Y 5.20%\u00b7\uc778\uc0c1 2\ud68c \ud504\ub77c\uc774\uc2f1<\/td>\n<td>\u2796<\/td>\n<td>\ud560\uc778\uc728\u00b7\ud658\uc728 \uc591\ucabd\uc73c\ub85c \uc555\ubc15<\/td>\n<\/tr>\n<tr>\n<td>USD\/KRW 1,437\uc6d0<\/td>\n<td>\u2796<\/td>\n<td>\uc678\uad6d\uc778 \uc218\uae09 \uc81c\uc57d<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>[\ud574\uc11d] \uc624\ub298 \ud55c\uad6d\uc7a5\uc740 &quot;\uc9c0\uc218&quot;\uac00 \uc544\ub2c8\ub77c &quot;\ub204\uac00 \ud30c\ub294\uac00&quot;\uc758 \uc7a5\uc774\ub2e4.<\/strong> \ubc24\uc0ac\uc774 \ubbf8\uad6d \uc2e0\ud638\ub294 <em>AI \uc218\uc694\ub294 \uac15\ud558\ub2e4 \/ AI \uc218\uc775\uc131\uc740 \uc758\uc2ec\uc2a4\ub7fd\ub2e4<\/em>\ub85c \uc815\ud655\ud788 \uac08\ub838\ub2e4(MSFT\u00b7AMZN vs META). \uc774 \uac08\ub9bc\uc740 \uadf8\ub300\ub85c \ud55c\uad6d \ubc18\ub3c4\uccb4\uc5d0 \ud22c\uc601\ub41c\ub2e4 \u2014 HBM \uc218\uc694\ub294 \ub0a8\uc544 \uc788\uc9c0\ub9cc, \uadf8 \uc218\uc694\uac00 \uacc4\uc18d \ucd08\uacfc\ub9c8\uc9c4\uc73c\ub85c \ubc14\ub00c\ub290\ub0d0\ub294 \ubcc4\uac1c \ubb38\uc81c\ub77c\ub294 \uac83.<\/p>\n<p>7\/30\uc5d0 \uc7a5\uc911 +5%\uae4c\uc9c0 \uac14\ub2e4\uac00 \ub9c8\uc774\ub108\uc2a4\ub85c \ub418\ubc00\ub9b0 \ud328\ud134\uc774 \uc624\ub298 \ubc18\ubcf5\ub418\ub294\uc9c0\uac00 \uc2e4\uc9c8\uc801\uc778 \uad00\uc804 \ud3ec\uc778\ud2b8\ub2e4. \ub418\ubc00\ub9ac\uba74 \ubc18\ub4f1\uc774 \uc544\uc9c1 <em>\uae30\uc220\uc801 \ubc18\ubc1c<\/em>\uc5d0 \uadf8\uce5c \uac83\uc774\uace0, \uc885\uac00\uae4c\uc9c0 \uc9c0\ucf1c\uc9c0\uba74 \ub9e4\uc218 \uc8fc\uccb4\uac00 \ub3cc\uc544\uc624\uae30 \uc2dc\uc791\ud55c \uac83\uc774\ub2e4.<\/p>\n<p><strong>\u26a0\ufe0f \uade0\ud615 \uc7a1\uae30 \u2014 \ucc38\uace0 \uc778\ubb3c 4\uc778\uc758 \uc2dc\uac01\uc5d0 \ub300\ud558\uc5ec<\/strong><\/p>\n<p>\uacfd\uc0c1\uc900\u00b7\ubc15\uc2dc\ub3d9\u00b7\uc774\uad11\uc218\u00b7\uc774\uc120\uc5fd \ub124 \ubd84\uc740 \uacf5\ud1b5\uc801\uc73c\ub85c <em>\ud55c\uad6d \uc99d\uc2dc \uc7a5\uae30 \uc0c1\uc2b9 + \ubc18\ub3c4\uccb4 \uc911\uc2ec + \uc911\uc7a5\uae30 \ud750\ub984 \uc6b0\uc120<\/em>\uc774\ub77c\ub294 \uc2dc\uac01\uc744 \uacf5\uc720\ud55c\ub2e4. \uc9c0\uae08 \uac19\uc740 -40% \uad6d\uba74\uc5d0\uc11c \uc774 \uc2dc\uac01\uc740 &quot;\uc9c0\uae08\uc774 \uae30\ud68c&quot;\ub77c\ub294 \uacb0\ub860\uc73c\ub85c \uc790\uc5f0\uc2a4\ub7fd\uac8c \uc774\uc5b4\uc9c4\ub2e4.<\/p>\n<p>\ub2e4\ub9cc <strong>\ub124 \uc0ac\ub78c\uc758 \uacf5\ud1b5\uc810\uc774 \uace7 \uc815\ub2f5\uc740 \uc544\ub2c8\ub2e4<\/strong>. \uc774\ubc88 \ud558\ub77d\uc758 \uc131\uaca9\uc774 (a) \uc21c\ud658\uc801 \uc870\uc815\uc774\uba74 \uadf8 \uc2dc\uac01\uc774 \ub9de\uace0, (b) \uba54\ubaa8\ub9ac \ucd08\uacfc\ub9c8\uc9c4 \uad6c\uc870 \uc790\uccb4\uc758 \uc7ac\ud3c9\uac00\uba74 \ud68c\ubcf5 \uacbd\ub85c\ub294 \ud6e8\uc52c \uae38\uc5b4\uc9c4\ub2e4. (a)\uc640 (b)\ub97c \uac00\ub974\ub294 \uac83\uc740 \uc2ec\ub9ac\ub098 \uad00\uc810\uc774 \uc544\ub2c8\ub77c <strong>DRAM \uace0\uc815\uac00\uaca9\uacfc \uc911\uad6d \uce90\ud30c \uc99d\uc124 \uc18d\ub3c4<\/strong>\ub77c\ub294 \ub370\uc774\ud130\ub2e4. \uad00\uc810\uc744 \uba3c\uc800 \uace0\ub974\uace0 \ub370\uc774\ud130\ub97c \ub9de\ucd94\uc9c0 \ub9d0\uace0, \ub370\uc774\ud130\ub97c \uba3c\uc800 \ubcf4\uace0 \uad00\uc810\uc744 \uc870\uc815\ud558\ub294 \uc21c\uc11c\ub97c \uc9c0\ud0ac \uac83.<\/p>\n<hr>\n<h2>6. \uccb4\ud06c\ud3ec\uc778\ud2b8 \u2014 7\/31 \ud55c\uad6d\uc7a5\uc5d0\uc11c \ud655\uc778\ud560 \uac83<\/h2>\n<ol>\n<li><strong>\uc678\uad6d\uc778 \uc21c\ub9e4\uc218 \uc804\ud658 \uc5ec\ubd80<\/strong> \u2014 \uc9c0\uc218 \ub808\ubca8\ubcf4\ub2e4 \uc774\uac8c \uba3c\uc800\ub2e4. 7\/30 \uc678\uad6d\uc778\uc740 \ub9e4\ub3c4 \uae30\uc870\ub97c \uc720\uc9c0\ud588\ub2e4. \uc5f0\uc18d \uc21c\ub9e4\ub3c4\uac00 \ub04a\uae30\ub294\uc9c0 \ud655\uc778.<\/li>\n<li><strong>SK\ud558\uc774\ub2c9\uc2a4 140\ub9cc\uc6d0\uc120 \/ \uc0bc\uc131\uc804\uc790 207,000\uc6d0\uc120<\/strong> \u2014 \uc804\uc77c \uc800\uc810 \uc774\ud0c8 \uc5ec\ubd80. \uc774\ud0c8\ud558\uba74 \uc9c0\uc218 5,500\uc120 \ub17c\uc758\uac00 \ub2e4\uc2dc \uc2dc\uc791\ub41c\ub2e4.<\/li>\n<li><strong>USD\/KRW 1,440\uc6d0<\/strong> \u2014 \uc774 \uc120 \uc704\ub85c \uad73\uc73c\uba74 \uc678\uad6d\uc778 \uc218\uae09\uc774 \uad6c\uc870\uc801\uc73c\ub85c \ubd88\ub9ac\ud574\uc9c4\ub2e4. \ud658\uc728\uacfc \uc678\uad6d\uc778 \ub9e4\ub3c4\ub294 \uc11c\ub85c\ub97c \uac15\ud654\ud558\ub294 \uad00\uacc4\ub2e4.<\/li>\n<li><strong>\uc7a5\uc911 \ubc18\ub4f1\uc758 \uc885\uac00 \uc720\uc9c0\ub825<\/strong> \u2014 7\/30\ucc98\ub7fc \uc624\uc804 \uac15\uc138 \ud6c4 \uc624\ud6c4 \ub418\ubc00\ub9bc\uc774 \ubc18\ubcf5\ub418\ub294\uc9c0. \ub418\ubc00\ub9bc \ubc18\ubcf5\uc740 \ub9e4\uc218 \uc8fc\uccb4\uac00 \uc544\uc9c1 \uc587\ub2e4\ub294 \ub73b.<\/li>\n<li><strong>(D-1) 8\/1 \ud55c\uad6d 7\uc6d4 \uc218\ucd9c\uc785<\/strong> \u2014 1~20\uc77c \uae30\uc900 \uc218\ucd9c +52.3%, \ubc18\ub3c4\uccb4 +180.6%. \uc774 \uc2e4\ubb3c \ub370\uc774\ud130\uac00 \uc8fc\uac00\uc640 \uc815\ubc18\ub300\ub85c \uac15\ud558\ub2e4\ub294 \uc810\uc774 \uc9c0\uae08 \uc2dc\uc7a5\uc758 \ucd5c\ub300 \uae34\uc7a5. <em>\ubb3c\ub7c9<\/em>\uc774 \uc544\ub2c8\ub77c <strong>\ub2e8\uac00\u00b7\ube44\uc911 \ucd94\uc774<\/strong>\ub97c \ubcfc \uac83.<\/li>\n<\/ol>\n<hr>\n<h2>\uc774\ubca4\ud2b8 \uce98\ub9b0\ub354 (D-N)<\/h2>\n<table>\n<thead>\n<tr>\n<th>D-N<\/th>\n<th>\ub0a0\uc9dc(KST)<\/th>\n<th>\uc774\ubca4\ud2b8<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>D-1<\/td>\n<td>8\/1(\ud1a0)<\/td>\n<td>\ud55c\uad6d 7\uc6d4 \uc218\ucd9c\uc785 \ud1b5\uacc4 \u2014 \ubc18\ub3c4\uccb4 \uc218\ucd9c \ub2e8\uac00 \uc8fc\ubaa9<\/td>\n<\/tr>\n<tr>\n<td>D-N<\/td>\n<td>8\uc6d4 \uc0c1\uc21c<\/td>\n<td>\ubbf8\uad6d 7\uc6d4 ISM \uc81c\uc870\uc5c5\u00b7\uc11c\ube44\uc2a4\uc5c5, 7\uc6d4 \uace0\uc6a9\uc9c0\ud45c(NFP)<\/td>\n<\/tr>\n<tr>\n<td>D-N<\/td>\n<td>9\uc6d4 FOMC<\/td>\n<td>\uc2dc\uc7a5\uc774 +25bp \uc778\uc0c1\uc744 \ud504\ub77c\uc774\uc2f1 \uc911 \u2014 \uc774\ubc88 \uc0ac\uc774\ud074 \ucd5c\ub300 \ubd84\uae30\uc810<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr>\n<h2>\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: Nasdaq soars nearly 3%, Dow and S&amp;P 500 rebound (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 (CNBC)<\/a><\/li>\n<li><a href=\"https:\/\/www.federalreserve.gov\/newsevents\/pressreleases\/monetary20260729a.htm\">Federal Reserve issues FOMC statement (2026-07-29)<\/a><\/li>\n<li><a href=\"https:\/\/finance.yahoo.com\/technology\/article\/microsofts-stock-rockets-15-for-largest-single-day-jump-in-history-120144134.html\">Microsoft&#39;s stock rockets 15% for largest single-day jump in history (Yahoo Finance)<\/a><\/li>\n<li><a href=\"https:\/\/finance.yahoo.com\/markets\/stocks\/articles\/amazon-q2-2026-earnings-aws-204411872.html\">Amazon Q2 2026 earnings: AWS grows 37%, revenue tops $200B (Yahoo Finance)<\/a><\/li>\n<li><a href=\"https:\/\/www.fxstreet.com\/news\/amazon-gains-on-aws-acceleration-apple-slumps-on-services-china-202607302111\">Amazon gains on AWS acceleration, Apple slumps on Services, China (FXStreet)<\/a><\/li>\n<li><a href=\"https:\/\/qz.com\/meta-q2-2026-earnings-miss-legal-charges-ai-costs-073026\">Meta Q2 2026 earnings miss: legal charges, AI costs hurt profit (Quartz)<\/a><\/li>\n<li><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-07-30\/treasuries-extend-drop-as-bond-traders-await-key-inflation-print\">US Long-Term Yields Stay Elevated After First Post-Fed Data (Bloomberg)<\/a><\/li>\n<li><a href=\"https:\/\/www.advisorperspectives.com\/dshort\/updates\/2026\/07\/30\/core-pce-inflation-at-3-3-in-june-edging-down-from-may\">Core PCE Inflation at 3.3% in June (Advisor Perspectives)<\/a><\/li>\n<li><a href=\"https:\/\/news.skhynix.co.kr\/q2-2026-business-results\/\">SK\ud558\uc774\ub2c9\uc2a4, 2026\ub144 2\ubd84\uae30 \uacbd\uc601\uc2e4\uc801 \ubc1c\ud45c (SK hynix Newsroom)<\/a><\/li>\n<li><a href=\"https:\/\/www.hankookilbo.com\/news\/article\/A2026072906270004345\">SK\ud558\uc774\ub2c9\uc2a4 2\ubd84\uae30 \uc601\uc5c5\uc775 60.5\uc870\u2026\uc608\uc0c1\uce58 \ubc11\ub3cc\uc544 (\ud55c\uad6d\uc77c\ubcf4)<\/a><\/li>\n<li><a href=\"https:\/\/www.hankookilbo.com\/news\/article\/A2026072915060003113\">\ud3ed\ub77d, \ub610 \ud3ed\ub77d\u2026\ubc18\ub3c4\uccb4 \uc1fc\ud06c\uc5d0 \ucf54\uc2a4\ud53c \uc5f0\uc77c \ud328\ub2c9 (\ud55c\uad6d\uc77c\ubcf4)<\/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 (Businesskorea)<\/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\u2026\uc678\uc778 \uc90d\uc90d\uc5d0\ub3c4 5500\ub300\ub85c (\uba38\ub2c8\ud22c\ub370\uc774)<\/a><\/li>\n<li><a href=\"https:\/\/www.ajunews.com\/view\/20260721084247694\">7\uc6d4 1~20\uc77c \uc218\ucd9c 52.3% \uc99d\uac00, \uc5ed\ub300 \ucd5c\ub300\u2026\ubc18\ub3c4\uccb4 180.6% \uae09\uc99d (\uc544\uc8fc\uacbd\uc81c)<\/a><\/li>\n<li><a href=\"https:\/\/www.forbes.com\/advisor\/investing\/oil-prices-today\/\">Crude Oil Price Today: July 30, 2026 (Forbes Advisor)<\/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\ub294 7\uc6d4 30\uc77c 1.23% \ub0b4\ub9b0 5,593.56\uc73c\ub85c \ub9c8\uac10\ud558\uba70 \uc0ac\ud758\uc9f8 \ud758\ub7ec\ub0b4\ub838\uc2b5\ub2c8\ub2e4. \uc7a5\uc911 \ud55c\ub54c 5,976.82\uae4c\uc9c0 5% \ub118\uac8c \uc62c\ub790\ub2e4\uac00 \uc624\ud6c4\uc5d0 \ub418\ubc00\ub9b0 \ud750\ub984\uc73c\ub85c, 52\uc8fc \uace0\uc810 9,385.59 \ub300\ube44 -40.4% \uc790\ub9ac\uc785\ub2c8\ub2e4. \ubc29\uc544\uc1e0\ub294 \uc5ec\uc804\ud788 SK\ud558\uc774\ub2c9\uc2a4 2\ubd84\uae30 \uc2e4\uc801 \u2014 \uc601\uc5c5\uc774\uc775 60.54\uc870\uc6d0\uc73c\ub85c \ubd84\uae30 \uc0ac\uc0c1 \ucd5c\ub300\uc600\uc9c0\ub9cc \ucee8\uc13c\uc11c\uc2a4 64.68\uc870\uc6d0\uc744 6.5% \ubc11\ub3cc\uba74\uc11c, \uc2dc\uc7a5\uc758 \uc9c8\ubb38\uc774 &quot;\uc2e4\uc801\uc774 \uc88b\uc740\uac00&quot;\uc5d0\uc11c &quot;\uc774 \ub9c8\uc9c4\uc774 \uba87 \ubd84\uae30 \uac00\ub294\uac00&quot;\ub85c \uc62e\uaca8\uac14\uc2b5\ub2c8\ub2e4. \ubc18\uba74 \ubc24\uc0ac\uc774 \ubbf8\uad6d \uc99d\uc2dc\ub294 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uac00 Azure&#8230;<\/p>\n","protected":false},"author":1,"featured_media":380,"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-385","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\/385","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=385"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/385\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/380"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=385"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=385"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=385"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}