{"id":391,"date":"2026-07-31T12:50:15","date_gmt":"2026-07-31T12:50:15","guid":{"rendered":"https:\/\/wecansurvive.ca\/?p=391"},"modified":"2026-07-31T12:50:15","modified_gmt":"2026-07-31T12:50:15","slug":"2026-07-31%ea%b8%88-%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=391","title":{"rendered":"2026.07.31(\uae08) \ubbf8\uad6d \uc99d\uc2dc \uc2dc\ud669 \ucd1d\uc815\ub9ac \u2014 \ub098\uc2a4\ub2e5\u00b7S&#038;P500 \uc804\ub9dd \ud55c\ub208\uc5d0"},"content":{"rendered":"<p>\ucf54\uc2a4\ud53c\uac00 \ud558\ub8e8 \ub9cc\uc5d0 1,001.89\ud3ec\uc778\ud2b8, 17.91% \uc62c\ub77c 6,595.45\ub85c \ub9c8\uac10\ud588\uc2b5\ub2c8\ub2e4. \uc0c1\uc2b9\ub960\u00b7\uc0c1\uc2b9\ud3ed \ubaa8\ub450 \uc5ed\ub300 1\uc704\uc774\uace0, 2\uc704\uc600\ub358 2008\ub144 10\uc6d4 30\uc77c\uc758 11.95%\ub97c \ud06c\uac8c \ub118\uc5b4\uc130\uc2b5\ub2c8\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 29.95% \uc62c\ub77c 171\ub9cc8,000\uc6d0\uc73c\ub85c \uc0c1\ud55c\uac00, 2015\ub144 \uac00\uaca9\uc81c\ud55c\ud3ed\uc774 30%\ub85c \ud655\ub300\ub41c \uc774\ud6c4 \uccab \uc0c1\ud55c\uac00\uc600\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\ub3c4 26.81% \uae09\ub4f1\ud588\uace0 \uc678\uad6d\uc778\uc740 \uc57d 7.2\uc870\uc6d0\uc744 \uc21c\ub9e4\uc218\ud588\uc2b5\ub2c8\ub2e4. \ubc29\uc544\uc1e0\ub294 \ubc24\uc0ac\uc774 \uc544\ub9c8\uc874\uc774 2026\ub144 \uc124\ube44\ud22c\uc790 \uacc4\ud68d\uc744 2,000\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2,200\uc5b5 \ub2ec\ub7ec\ub85c \uc62c\ub9ac\uba74\uc11c \uadf8 \uc99d\uc561\uc758 \uc774\uc720\ub97c &quot;\uba54\ubaa8\ub9ac \uac00\uaca9&quot;\uc774\ub77c\uace0 \uc9c1\uc811 \ubc1d\ud78c \uac83\uc785\ub2c8\ub2e4. \uc0ac\ud758 \uc804 \ud55c\uad6d \uc2dc\uc7a5\uc744 \ubb34\ub108\ub728\ub9b0 \uac00\uc815, \uc989 \uba54\ubaa8\ub9ac \ucd08\uacfc\ub9c8\uc9c4\uc774 \uace7 \ub05d\ub09c\ub2e4\ub294 \uac00\uc815\uc758 \uadfc\uac70\uac00 \uad6c\ub9e4\uc790 \ucabd \uc785\uc5d0\uc11c \ubc18\ubc15\ub41c \uc148\uc785\ub2c8\ub2e4. \ub2e4\ub9cc \uac19\uc740 \ubc24 \ubbf8\uad6d 30\ub144\ubb3c \uad6d\ucc44\uae08\ub9ac\ub294 5.23%\ub85c 19\ub144 \ub9cc\uc758 \ucd5c\uace0\ub97c \ucc0d\uc5c8\uace0, \uc560\ud50c\uc740 \uadf8 \uba54\ubaa8\ub9ac \uac12 \ub54c\ubb38\uc5d0 \ud504\ub9ac\uc7a5\uc5d0\uc11c 7% \ub118\uac8c \ube60\uc84c\uc2b5\ub2c8\ub2e4. \uc624\ub298 \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ubcfc \uac83\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) \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_1-28.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_2-28.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_3-28.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_4-28.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_5-28.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 05:35 PDT (\ud55c\uad6d 7\/31 21:35 KST)<br \/>\n\ubd84\ub958: \ubbf8\uc7a5 \uac1c\uc7a5 \uc804 (AM)<\/p>\n<hr>\n<h2>\u26a1 TL;DR<\/h2>\n<ol>\n<li><strong>\uc624\ub298\uc758 \ud55c \uac00\uc9c0 \u2014 \uba54\ubaa8\ub9ac \uac12\uc774 &quot;\ub9c8\uc9c4&quot;\uc5d0\uc11c &quot;\uc6d0\uac00&quot;\ub85c \ud655\uc778 \uc0ac\uc0b4\ub410\ub2e4.<\/strong> \uc544\ub9c8\uc874\uc774 2026\ub144 capex\ub97c 2,000\uc5b5 \u2192 <strong>2,200\uc5b5 \ub2ec\ub7ec<\/strong>\ub85c \uc62c\ub9ac\uba70 \uc99d\uc561\ubd84 200\uc5b5 \ub2ec\ub7ec\ub97c <em>\uba54\ubaa8\ub9ac \uac00\uaca9 \uc0c1\uc2b9<\/em> \ud0d3\uc73c\ub85c \uba85\uc2dc\ud588\ub2e4. \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub3c4 AI \uc608\uc0b0 \uc911 250\uc5b5 \ub2ec\ub7ec\ub97c \uba54\ubaa8\ub9ac\u00b7\uce69 \uac00\uaca9 \uc0c1\uc2b9\ubd84\uc73c\ub85c \uadc0\uc18d\uc2dc\ucf30\ub2e4. \uacf5\uae09 \ubd80\uc871\uc774 \ud480\ub9ac\uace0 \uc788\ub2e4\ub294 7\uc6d4 \ud558\uc21c\uc758 \uac00\uc815\uc774 <strong>\uad6c\ub9e4\uc790 \ucabd \ud68c\uacc4\uc7a5\ubd80\uc5d0\uc11c \ubd80\uc815\ub410\ub2e4<\/strong>.<\/li>\n<li><strong>\uadf8 \uacb0\uacfc\uac00 \ucf54\uc2a4\ud53c \uc0ac\uc0c1 \ucd5c\ub300 \ud3ed\ub4f1.<\/strong> 7\/31 \ucf54\uc2a4\ud53c 6,595.45(+17.91%, +1,001.89p) \u2014 \uc0c1\uc2b9\ub960\u00b7\uc0c1\uc2b9\ud3ed \ubaa8\ub450 \uc5ed\ub300 1\uc704. SK\ud558\uc774\ub2c9\uc2a4 171\ub9cc8,000\uc6d0(+29.95%, \uccab \uc0c1\ud55c\uac00), \uc0bc\uc131\uc804\uc790 262,500\uc6d0(+26.81%), \uc678\uad6d\uc778 \uc21c\ub9e4\uc218 \uc57d <strong>7.2\uc870\uc6d0<\/strong>. \ub300\ub9cc \uac00\uad8c\ub3c4 +7.98%, \ub2db\ucf00\uc774 +4%.<\/li>\n<li><strong>\uadf8\ub7f0\ub370 \ucc44\uad8c\uc740 \uc815\ubc18\ub300\ub85c \uac14\ub2e4.<\/strong> \u7f8e 30\ub144\ubb3c <strong>5.23%<\/strong> \u2014 19\ub144 \ub9cc\uc758 \ucd5c\uace0. 10\ub144\ubb3c 4.69%. 9\uc6d4 25bp \uc778\uc0c1 \ud655\ub960 \uc57d 63%. \uc8fc\uc2dd\uc740 AI \uc774\uc57c\uae30\ub97c, \ucc44\uad8c\uc740 \uc778\ud50c\ub808\u00b7\uc7ac\uc815 \uc774\uc57c\uae30\ub97c \uacc4\uc18d\ud558\uace0 \uc788\ub2e4.<\/li>\n<li><strong>\uc560\ud50c -7.2%\uac00 \uac19\uc740 \ucf54\uc778\uc758 \ub4b7\uba74.<\/strong> iPhone \ub9e4\ucd9c +22%\ub85c \uacac\uc870\ud588\uc9c0\ub9cc \uc11c\ube44\uc2a4\u00b7\uc911\uad6d \ubd80\uc9c4\uc5d0 \ub354\ud574 <em>\uacf5\uae09 \uc81c\uc57d<\/em>(\uba54\ubaa8\ub9ac)\uc744 \uacbd\uace0\ud588\ub2e4. IDC\ub294 2026\ub144 PC \ucd9c\ud558 -11.3%, \uc2a4\ub9c8\ud2b8\ud3f0 -12.9%\ub97c \uc804\ub9dd\ud55c\ub2e4. \uba54\ubaa8\ub9ac \uac00\uaca9\uc740 \uc774\uc81c <strong>\uc218\uc694\ub97c \ud30c\uad34\ud558\uae30 \uc2dc\uc791\ud55c \uad6c\uac04<\/strong>\uc5d0 \ub4e4\uc5b4\uc130\ub2e4.<\/li>\n<li>\uc624\ub298 \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ubcfc \uac83\uc740 \uc9c0\uc218 \ubc29\ud5a5\uc774 \uc544\ub2c8\ub77c &quot;<strong>\uc544\ub9c8\uc874\uc758 \uac2d\uc774 \uc885\uac00\uae4c\uc9c0 \uc9c0\ucf1c\uc9c0\ub294\uac00<\/strong>&quot;\uc640 &quot;<strong>30\ub144\ubb3c\uc774 5.25%\ub97c \ub118\uc5b4 \uad73\ub294\uac00<\/strong>&quot; \ub450 \uac00\uc9c0. 08:30 ET 2\ubd84\uae30 \uace0\uc6a9\ube44\uc6a9\uc9c0\uc218(ECI)\uc640 10:00 ET \ubbf8\uc2dc\uac04 1\ub144 \uae30\ub300\uc778\ud50c\ub808(\uc18d\ubcf4 4.2%)\uac00 \ucc44\uad8c \ucabd \ubc29\uc544\uc1e0\ub2e4.<\/li>\n<\/ol>\n<hr>\n<h2>1. \uc544\uc2dc\uc544 \ub9c8\uac10 \uc815\ub9ac (\ud55c\uad6d 7\/31 KST \ub9c8\uac10 \u2192 \ubc34\ucfe0\ubc84 7\/30 23:30 PDT)<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\uc2dc\uc7a5<\/th>\n<th>\uc885\uac00<\/th>\n<th>\ubcc0\ub3d9<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>KOSPI<\/td>\n<td>6,595.45<\/td>\n<td><strong>+17.91% (+1,001.89p)<\/strong> \u2014 \uc0c1\uc2b9\ub960\u00b7\uc0c1\uc2b9\ud3ed \uc5ed\ub300 1\uc704<\/td>\n<\/tr>\n<tr>\n<td>SK\ud558\uc774\ub2c9\uc2a4<\/td>\n<td>1,718,000\uc6d0<\/td>\n<td>+29.95% (\uc0c1\ud55c\uac00)<\/td>\n<\/tr>\n<tr>\n<td>\uc0bc\uc131\uc804\uc790<\/td>\n<td>262,500\uc6d0<\/td>\n<td>+26.81%<\/td>\n<\/tr>\n<tr>\n<td>\ub300\ub9cc \uac00\uad8c<\/td>\n<td>43,119.75<\/td>\n<td>+7.98% (+3,186.45p)<\/td>\n<\/tr>\n<tr>\n<td>\ub2db\ucf00\uc774 225<\/td>\n<td>\u2014<\/td>\n<td>\uc57d +4%<\/td>\n<\/tr>\n<tr>\n<td>\ud56d\uc14d<\/td>\n<td>\u2014<\/td>\n<td>+0.04% (+10.69p, \ubcf4\ud569)<\/td>\n<\/tr>\n<tr>\n<td>USD\/KRW<\/td>\n<td>1,424.0\uc6d0<\/td>\n<td>-13.4\uc6d0 (\uc8fc\uac04\uac70\ub798 \uc885\uac00)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\uc218\uae09: \uc678\uad6d\uc778 <strong>+\uc57d 7.2\uc870\uc6d0<\/strong>, \uae30\uad00 +1\uc8701,469\uc5b5\uc6d0, \uac1c\uc778 <strong>-8\uc8702,609\uc5b5\uc6d0<\/strong>.<\/li>\n<li>SK\ud558\uc774\ub2c9\uc2a4 \uc0c1\ud55c\uac00\ub294 2015\ub144 6\uc6d4 \uac00\uaca9\uc81c\ud55c\ud3ed\uc774 30%\ub85c \ud655\ub300\ub41c \uc774\ud6c4 <strong>\ucc98\uc74c<\/strong>\uc774\ub2e4.<\/li>\n<li>\uc9c1\uc804 3\uac70\ub798\uc77c: 7\/28 -10.84%(\uc0ac\uc774\ub4dc\uce74 + 1\ub2e8\uacc4 \uc11c\ud0b7\ube0c\ub808\uc774\ucee4), 7\/29 -5.98%, 7\/30 -1.23%.<\/li>\n<\/ul>\n<p><strong>[\uad00\uce21]<\/strong> \uc138 \uac00\uc9c0\uac00 \ub208\uc5d0 \ub748\ub2e4.<\/p>\n<ol>\n<li><strong>\uc678\uad6d\uc778\uc774 \ubc29\ud5a5\uc744 \uc644\uc804\ud788 \ub4a4\uc9d1\uc5c8\ub2e4.<\/strong> \uc5b4\uc81c PM \ub9ac\ud3ec\ud2b8\uc5d0\uc11c &quot;\uc624\ub298 \ud55c\uad6d\uc7a5\uc740 \uc9c0\uc218\uac00 \uc544\ub2c8\ub77c \ub204\uac00 \ud30c\ub294\uac00\uc758 \uc7a5&quot;\uc774\ub77c\uace0 \uc9da\uc5c8\ub294\ub370, \ub2f5\uc740 <em>\uc678\uad6d\uc778\uc774 7.2\uc870\ub97c \uc0c0\ub2e4<\/em>\uc600\ub2e4. \uac1c\uc778\uc774 8.3\uc870\ub97c \ud310 \uac83\ub3c4 \uac19\uc740 \ud06c\uae30\uc758 \uc0ac\uac74\uc774\ub2e4.<\/li>\n<li><strong>\ub808\ubc84\ub9ac\uc9c0 \uac70\ub798\ub300\uae08\uc740 \uc624\ud788\ub824 4\ubd84\uc758 1\ub85c \uc904\uc5c8\ub2e4<\/strong> (\uc11c\uc6b8\uc2e0\ubb38 \ubcf4\ub3c4). \uc989 \uc774 \ud3ed\ub4f1\uc740 \uc2e0\uaddc \ub808\ubc84\ub9ac\uc9c0\uac00 \ubc00\uc5b4\uc62c\ub9b0 \uac83\uc774 \uc544\ub2c8\ub77c, 7\/28~7\/30\uc5d0 \uc774\ubbf8 \uac15\uc81c\ub85c \ud138\ub9b0 \uc790\ub9ac \uc704\uc5d0\uc11c \ub098\uc628 \ub418\ub3cc\ub9bc \uc131\uaca9\uc774 \uc11e\uc5ec \uc788\ub2e4.<\/li>\n<li><strong>\ud56d\uc14d\ub9cc \uc6c0\uc9c1\uc774\uc9c0 \uc54a\uc558\ub2e4<\/strong> (+0.04%). \uc774\ubc88 \ub7a0\ub9ac\uac00 <em>\uc911\ud654\uad8c \uc804\ubc18<\/em>\uc774 \uc544\ub2c8\ub77c <strong>\uba54\ubaa8\ub9ac\u00b7AI \ubc38\ub958\uccb4\uc778 \uad6d\ud55c<\/strong>\uc774\ub77c\ub294 \ub73b\uc774\ub2e4. \ud55c\uad6d\u00b7\ub300\ub9cc\u00b7\uc77c\ubcf8\uc774 \uc624\ub974\uace0 \ud64d\ucf69\uc774 \uc548 \uc624\ub978 \uc870\ud569\uc740 \ub9e4\ud06c\ub85c\uac00 \uc544\ub2c8\ub77c \uc0b0\uc5c5 \uc7ac\ub8cc\ub77c\ub294 \uc99d\uac70\ub2e4.<\/li>\n<\/ol>\n<p><strong>[\ud574\uc11d]<\/strong> +17.91%\ub294 \uac74\uac15\ud55c \uc22b\uc790\uac00 \uc544\ub2c8\ub2e4. \uc0ac\ud758 \uc804 -10.84%\uc758 \uac70\uc6b8\uc0c1\uc774\ub2e4. \uac19\uc740 \uc8fc\uc5d0 \ud558\ub8e8 -10.8%\uc640 \ud558\ub8e8 +17.9%\uac00 \ud568\uaed8 \ub098\uc628 \uc2dc\uc7a5\uc740 <em>\uac00\uaca9 \ubc1c\uacac \uae30\ub2a5\uc774 \uc7a0\uc2dc \uace0\uc7a5 \ub09c \uc2dc\uc7a5<\/em>\uc774\uace0, \uc774\ub7f0 \uad6c\uac04\uc758 \uc885\uac00\ub294 \uc815\ubcf4\ub7c9\uc774 \ud3c9\uc18c\ubcf4\ub2e4 \uc801\ub2e4. \ubc29\ud5a5\uc744 \uc77d\uc744 \ub54c\ub294 \uc624\ub298 \ud558\ub8e8\uc758 \ud06c\uae30\uac00 \uc544\ub2c8\ub77c <strong>\ub2e4\uc74c 2~3\uac70\ub798\uc77c\uc774 \uc774 \ub808\ubca8\uc744 \uc9c0\ud0a4\ub294\uc9c0<\/strong>\ub97c \ubd10\uc57c \ud55c\ub2e4.<\/p>\n<hr>\n<h2>2. \uc624\ub298\uc758 \ud575\uc2ec \u2014 \uac19\uc740 \uc22b\uc790\uac00 \ub204\uad6c \uc7a5\ubd80\uc5d0 \uc549\ub290\ub0d0<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\ud56d\ubaa9<\/th>\n<th>\uc218\uce58<\/th>\n<th>\ucd9c\ucc98<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\uc544\ub9c8\uc874 2026 capex<\/td>\n<td>2,000\uc5b5 \u2192 <strong>2,200\uc5b5 \ub2ec\ub7ec<\/strong><\/td>\n<td>\uc99d\uc561\ubd84 200\uc5b5 \ub2ec\ub7ec\ub97c <em>\uba54\ubaa8\ub9ac \uac00\uaca9<\/em>\uc73c\ub85c \uba85\uc2dc<\/td>\n<\/tr>\n<tr>\n<td>\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8<\/td>\n<td>AI \uc608\uc0b0 \uc911 <strong>250\uc5b5 \ub2ec\ub7ec<\/strong>\ub97c \uba54\ubaa8\ub9ac\u00b7\uce69 \uac00\uaca9 \uc0c1\uc2b9\ubd84\uc73c\ub85c \uadc0\uc18d<\/td>\n<td>Tom&#39;s Hardware<\/td>\n<\/tr>\n<tr>\n<td>\ube454(\uad6c\uae00\u00b7\uc544\ub9c8\uc874\u00b7MS\u00b7\uba54\ud0c0) 2026 capex \ud569\uacc4<\/td>\n<td><strong>7,250\uc5b5 \ub2ec\ub7ec<\/strong> (\uc804\ub144\ube44 +77%)<\/td>\n<td>\ucd5c\uc18c 2\uac1c\uc0ac\uac00 \uba54\ubaa8\ub9ac \uac00\uaca9\uc744 \uba85\uc2dc\uc801 \uc6d0\uc778\uc73c\ub85c \uc9c0\ubaa9<\/td>\n<\/tr>\n<tr>\n<td>AWS 2Q<\/td>\n<td>+37%, 422.3\uc5b5 \ub2ec\ub7ec (\ucee8\uc13c 405.4\uc5b5)<\/td>\n<td>\uac00\uc18d<\/td>\n<\/tr>\n<tr>\n<td>\uc560\ud50c 3Q FY26<\/td>\n<td>iPhone \ub9e4\ucd9c +22%, \uc11c\ube44\uc2a4\u00b7\uc911\uad6d \ud558\ud68c + <strong>\uacf5\uae09 \uc81c\uc57d \uacbd\uace0<\/strong><\/td>\n<td>\ud504\ub9ac\uc7a5 -7.2%<\/td>\n<\/tr>\n<tr>\n<td>DRAM \uacc4\uc57d\uac00<\/td>\n<td>1Q26 +\uc57d 95% QoQ, 2Q26 +58~63% \ucd94\uc815<\/td>\n<td>TrendForce<\/td>\n<\/tr>\n<tr>\n<td>IDC 2026 \uc804\ub9dd<\/td>\n<td>PC \ucd9c\ud558 <strong>-11.3%<\/strong>, \uc2a4\ub9c8\ud2b8\ud3f0 <strong>-12.9%<\/strong><\/td>\n<td>\uba54\ubaa8\ub9ac \uc6d0\uac00 \uc804\uac00 \uc601\ud5a5<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>[\ud574\uc11d]<\/strong> \uc774\ubc88 \uad6d\uba74 \uc804\uccb4\ub97c \ud55c \ubb38\uc7a5\uc73c\ub85c \uc904\uc774\uba74 \uc774\ub807\ub2e4 \u2014 <strong>\uba54\ubaa8\ub9ac \uac00\uaca9\uc774\ub77c\ub294 \ud558\ub098\uc758 \uc22b\uc790\uac00, \uacf5\uae09\uc790 \uc190\uc775\uacc4\uc0b0\uc11c\uc5d0\uc11c\ub294 \ub9c8\uc9c4\uc73c\ub85c \uc549\uace0 \uad6c\ub9e4\uc790 \uc190\uc775\uacc4\uc0b0\uc11c\uc5d0\uc11c\ub294 \uc6d0\uac00\ub85c \uc549\ub294\ub2e4.<\/strong><\/p>\n<p>7\uc6d4 \ud558\uc21c \ucf54\uc2a4\ud53c\uac00 40% \uac00\uae4c\uc774 \ubb34\ub108\uc9c4 \ub17c\ub9ac\ub294 &quot;SK\ud558\uc774\ub2c9\uc2a4\uac00 \ucee8\uc13c\uc744 6.5% \ubc11\ub3cc\uc558\ub2e4 \u2192 \uacf5\uae09 \ubd80\uc871\uc774 \ud480\ub9ac\uae30 \uc2dc\uc791\ud588\ub2e4 \u2192 76% \uc601\uc5c5\uc774\uc775\ub960\uc758 \uc9c0\uc18d \uae30\uac04\uc774 \uc9e7\uc544\uc84c\ub2e4&quot;\uc600\ub2e4. \uc774 \ub17c\ub9ac\uc758 \uc57d\uc810\uc740 <em>\uacf5\uae09\uc790 \ud55c \uacf3\uc758 \ubd84\uae30 \uc2e4\uc801<\/em>\ub9cc\uc73c\ub85c \uc0ac\uc774\ud074\uc758 \uc794\uc5ec \uc218\uba85\uc744 \ucd94\uc815\ud588\ub2e4\ub294 \uc810\uc774\ub2e4.<\/p>\n<p>\uc5b4\uc82f\ubc24 \uadf8 \ucd94\uc815\uc744 <strong>\uad6c\ub9e4\uc790\ub4e4\uc774 \uc790\uae30 \ub3c8\uc73c\ub85c \ubc18\ubc15\ud588\ub2e4<\/strong>. \uc544\ub9c8\uc874\uc774 200\uc5b5 \ub2ec\ub7ec\ub97c \ub354 \uc4f0\uae30\ub85c \ud55c \uc774\uc720\uac00 \uba54\ubaa8\ub9ac \uac12\uc774\uace0, MS\uac00 250\uc5b5 \ub2ec\ub7ec\ub97c \uba54\ubaa8\ub9ac\u00b7\uce69 \uc6d0\uac00\ub85c \uc778\uc2dd\ud588\ub2e4\uba74, \uadf8\uac74 &quot;\uba54\ubaa8\ub9ac\uac00 \uc5ec\uc804\ud788 \ubd80\uc871\ud558\uace0 \ube44\uc2f8\ub2e4&quot;\ub294 \uac83\uc744 \uc0ac\ub294 \ucabd\uc774 \uc778\uc815\ud55c \uac83\uc774\ub2e4. \ud30c\ub294 \ucabd\uc758 \ucee8\uc13c \ubbf8\ub2ec\ubcf4\ub2e4 \uc0ac\ub294 \ucabd\uc758 \uc608\uc0b0 \uc99d\uc561\uc774 <strong>\uc0ac\uc774\ud074 \uc794\uc5ec \uc218\uba85\uc5d0 \ub300\ud574\uc11c\ub294 \ub354 \uc2e0\ub8b0\ub3c4 \ub192\uc740 \uc99d\uac70<\/strong>\ub2e4. \uacf5\uae09\uc790\ub294 \uac00\uaca9 \ud611\uc0c1 \ub54c\ubb38\uc5d0 \ud1a4\uc744 \ub0ae\ucd9c \uc720\uc778\uc774 \uc788\uc9c0\ub9cc, \uad6c\ub9e4\uc790\uac00 \uc608\uc0b0\uc744 200\uc5b5 \ub2ec\ub7ec \ub298\ub9ac\ub294 \ub370\ub294 \uadf8\ub7f0 \uc720\uc778\uc774 \uc5c6\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d \u2014 \uade0\ud615]<\/strong> \uadf8\ub807\ub2e4\uace0 &quot;\uba54\ubaa8\ub9ac \uc0ac\uc774\ud074\uc774 \ubb34\ud55c\ud788 \uac04\ub2e4&quot;\uc758 \uc99d\uac70\ub294 \uc544\ub2c8\ub2e4. \uc624\ud788\ub824 \uc815\ubc18\ub300 \uc2e0\ud638\uac00 \uac19\uc740 \ubc24\uc5d0 \ud568\uaed8 \ub098\uc654\ub2e4.<\/p>\n<ul>\n<li>\uc560\ud50c\uc774 -7.2% \ube60\uc9c4 \uc774\uc720\uc758 \uc808\ubc18\uc740 <strong>\uba54\ubaa8\ub9ac \uc6d0\uac00<\/strong>\ub2e4. \uc6d0\uac00 \uc804\uac00\uac00 \uc2dc\uc791\ub418\uba74 \ub2e4\uc74c \uc21c\uc11c\ub294 \ucd5c\uc885 \uc218\uc694 \uac10\uc18c\ub2e4.<\/li>\n<li>IDC\uc758 PC -11.3% \u00b7 \uc2a4\ub9c8\ud2b8\ud3f0 -12.9% \uc804\ub9dd\uc740 <em>\uac00\uaca9\uc774 \uc218\uc694\ub97c \ud30c\uad34\ud558\ub294 \ub2e8\uacc4<\/em>\uc5d0 \uc774\ubbf8 \ub4e4\uc5b4\uc130\ub2e4\ub294 \ub73b\uc774\ub2e4.<\/li>\n<li>\uc0ac\uc774\ud074\uc758 \uc9c4\uc9dc \uace0\uc810\uc740 \ubcf4\ud1b5 &quot;\uac12\uc774 \ube44\uc300 \ub54c&quot;\uac00 \uc544\ub2c8\ub77c &quot;<strong>\ube44\uc2f8\uc11c \uc544\ubb34\ub3c4 \ubabb \uc0b4 \ub54c<\/strong>&quot; \uc628\ub2e4. \uc9c0\uae08\uc740 \uadf8 \ubb38\ud131\uc744 \ub9c9 \uac74\ub4dc\ub9ac\uae30 \uc2dc\uc791\ud55c \uc790\ub9ac\ub2e4.<\/li>\n<\/ul>\n<p>\uc989 \uc624\ub298\uc758 \ud3ed\ub4f1\uc740 <em>\uc0ac\uc774\ud074\uc774 \uc8fd\uc9c0 \uc54a\uc558\ub2e4<\/em>\uc758 \ud655\uc778\uc774\uc9c0, <em>\uc0ac\uc774\ud074\uc774 \uc0c8\ub85c \uc2dc\uc791\ud55c\ub2e4<\/em>\uc758 \ud655\uc778\uc774 \uc544\ub2c8\ub2e4. \ud310\ubcc4 \uc9c0\ud45c\ub294 \uadf8\ub300\ub85c\ub2e4 \u2014 DRAM\u00b7NAND \uace0\uc815\uac70\ub798\uac00\uaca9\uc758 \uc0c1\uc2b9 <strong>\uc18d\ub3c4<\/strong>(\uac00\uc18d\uc778\uac00 \ub454\ud654\uc778\uac00), HBM \uacf5\uae09\uacc4\uc57d \uac31\uc2e0 \uc870\uac74, \uadf8\ub9ac\uace0 \uc624\ub298 \ubc1c\ud45c\ub418\ub294 \ud55c\uad6d 7\uc6d4 \uc218\ucd9c\uc758 \ubc18\ub3c4\uccb4 <strong>\ub2e8\uac00<\/strong> \ucd94\uc774.<\/p>\n<hr>\n<h2>3. \ub450 \ubc88\uc9f8 \ubcc0\uc218 \u2014 \ucc44\uad8c\uc740 \ud30c\ud2f0\uc5d0 \uc624\uc9c0 \uc54a\uc558\ub2e4<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<ul>\n<li>\u7f8e 10\ub144\ubb3c <strong>4.69%<\/strong>, 30\ub144\ubb3c <strong>5.23%<\/strong> \u2014 30\ub144\ubb3c\uc740 19\ub144 \ub9cc\uc758 \ucd5c\uace0 \uc218\uc900.<\/li>\n<li>DXY 100.8~100.9.<\/li>\n<li>9\uc6d4 FOMC 25bp <strong>\uc778\uc0c1<\/strong> \ud655\ub960 \uc57d 63%. 7\/29 FOMC\ub294 3.50~3.75% \ub3d9\uacb0\uc774\uc5c8\uc73c\ub098 \uc778\uc0c1 \ucabd \ubc18\ub300\ud45c 3\ud45c.<\/li>\n<li>7\uc6d4 \ubbf8\uc2dc\uac04 \uc18c\ube44\uc790\uc2ec\ub9ac \uc18d\ubcf4\uce58 54.4(\uc608\uc0c1 51.0 \uc0c1\ud68c, 2\uac1c\uc6d4 \uc5f0\uc18d \uac1c\uc120), <strong>1\ub144 \uae30\ub300\uc778\ud50c\ub808 +4.2%<\/strong>.<\/li>\n<li>\uc624\ub298(7\/31 ET) \ubc1c\ud45c: 2\ubd84\uae30 \uace0\uc6a9\ube44\uc6a9\uc9c0\uc218 ECI(\uc608\uc0c1 +0.6%, 1\ubd84\uae30 +0.8%), \uc2dc\uce74\uace0 PMI(\uc804\uc6d4 56.7), \ubbf8\uc2dc\uac04 7\uc6d4 \ud655\uc815\uce58.<\/li>\n<\/ul>\n<p><strong>[\uad00\uce21]<\/strong> \uc8fc\uc2dd\uc774 \uc0ac\uc0c1 \ucd5c\ub300\uae09\uc73c\ub85c \uc624\ub978 \ubc24\uc5d0 30\ub144\ubb3c\uc774 19\ub144 \ucd5c\uace0\ub97c \ucc0d\uc5c8\ub2e4. \uc774 \ub458\uc774 \uac19\uc774 \uc77c\uc5b4\ub098\ub294 \uac83\uc740 \ud754\ud55c \uc870\ud569\uc774 \uc544\ub2c8\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d]<\/strong> \ub450 \uc2dc\uc7a5\uc774 \uc11c\ub85c \ub2e4\ub978 \uc774\uc57c\uae30\ub97c \ud558\ub294 \uac8c \uc544\ub2c8\ub77c, <strong>\uac19\uc740 \uc774\uc57c\uae30\uc758 \ub2e4\ub978 \ubd80\ubd84<\/strong>\uc744 \uc77d\uace0 \uc788\ub2e4.<\/p>\n<ul>\n<li>\uc8fc\uc2dd\uc774 \uc77d\uc740 \uac83 \u2014 &quot;AI capex\uac00 7,250\uc5b5 \ub2ec\ub7ec\ub85c \ub298\uc5b4\ub09c\ub2e4. \ub9e4\ucd9c\uc774 \ub298\uc5b4\ub09c\ub2e4.&quot;<\/li>\n<li>\ucc44\uad8c\uc774 \uc77d\uc740 \uac83 \u2014 &quot;\uadf8 7,250\uc5b5 \ub2ec\ub7ec\ub294 \uc5b4\ub514\uc120\uac00 \uc870\ub2ec\ub418\uc5b4\uc57c \ud558\uace0, \uadf8 \uacfc\uc815\uc5d0\uc11c \uba54\ubaa8\ub9ac\u00b7\uc804\ub825\u00b7\uc124\ube44 \uac00\uaca9\uc774 \uc624\ub978\ub2e4. \uadf8\uac74 \uc778\ud50c\ub808\ub2e4.&quot;<\/li>\n<\/ul>\n<p>\uc989 \uc9c0\uae08\uc758 AI \uc790\ubcf8\uc9c0\ucd9c \ubd90\uc740 <strong>\uc131\uc7a5 \uc7ac\ub8cc\uc778 \ub3d9\uc2dc\uc5d0 \uc778\ud50c\ub808 \uc7ac\ub8cc<\/strong>\ub2e4. \uadf8\ub798\uc11c \uc8fc\uac00\uc640 \uc7a5\uae30\uae08\ub9ac\uac00 \ub3d9\uc2dc\uc5d0 \uc624\ub978\ub2e4. \uc774 \uc870\ud569\uc5d0\uc11c \uc8fc\uc2dd\uc774 \uacc4\uc18d \uc774\uae30\ub824\uba74 <em>\uc774\uc775 \uc99d\uac00 \uc18d\ub3c4\uac00 \ud560\uc778\uc728 \uc0c1\uc2b9 \uc18d\ub3c4\ubcf4\ub2e4 \ube68\ub77c\uc57c<\/em> \ud558\ub294\ub370, \uc774\uac74 \ubb34\ud55c\uc815 \uc720\uc9c0\ub420 \uc218 \uc788\ub294 \uc870\uac74\uc774 \uc544\ub2c8\ub2e4.<\/p>\n<p><strong>\ud55c\uad6d \uc2dc\uc7a5\uc5d0 \uc624\ub294 \uacbd\ub85c\ub294 \ub450 \uac1c\ub2e4.<\/strong> \u2460 \ud560\uc778\uc728 \u2014 30\ub144\ubb3c 5.23%\ub294 \uba3c \ubbf8\ub798 \uc774\uc775\uc758 \ud604\uc7ac\uac00\uce58\ub97c \uacc4\uc18d \uae4e\ub294\ub2e4. \u2461 \ud658\uc728 \u2014 \uc5b4\uc81c 1,424\uc6d0\uae4c\uc9c0 \ub0b4\ub824\uc628 \uac83\uc740 \ubc18\uac00\uc6b4 \uc2e0\ud638\uc9c0\ub9cc, 9\uc6d4 \uc778\uc0c1\uc774 \uc2e4\ud604\ub418\uba74 \ub2e4\uc2dc \ubc18\ub300 \ubc29\ud5a5\uc73c\ub85c \ubc00\ub9b0\ub2e4. \uc624\ub298 \uae09\ub4f1\uc774 \uc9c0\uc18d\ub418\ub824\uba74 <strong>\ud658\uc728\uc774 1,420\uc6d0\ub300 \uc544\ub798\uc5d0\uc11c \ubc84\ud168\uc8fc\ub294 \uac83<\/strong>\uc774 \uc870\uc6a9\ud558\uc9c0\ub9cc \uc911\uc694\ud55c \uc870\uac74\uc774\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 4.69% \/ 30Y 5.23%(19\ub144 \ucd5c\uace0). \uc7a5\uae30 \ucabd\uc774 \ub354 \uc624\ub974\ub294 \ubca0\uc5b4 \uc2a4\ud2f0\ud504\ub2dd \uc9c0\uc18d. \ud1b5\ud654\uc815\ucc45\ubcf4\ub2e4 \uae30\uac04 \ud504\ub9ac\ubbf8\uc5c4\u00b7\uc7ac\uc815\u00b7\uc778\ud50c\ub808 \uc9c0\uc18d\uc131\uc744 \ubc18\uc601.<\/li>\n<li><strong>\ub2ec\ub7ec<\/strong> \u2014 DXY 100.8~100.9. USD\/KRW 1,424.0\uc6d0(-13.4\uc6d0)\uc73c\ub85c \uc6d0\ud654\ub294 \uc624\ud788\ub824 \uac15\uc138. \uc678\uad6d\uc778 7.2\uc870 \uc21c\ub9e4\uc218\uc758 \uacb0\uacfc\uc774\uae30\ub3c4 \ud558\uace0 \uc6d0\uc778\uc774\uae30\ub3c4 \ud558\ub2e4.<\/li>\n<li><strong>\uc720\uac00<\/strong> \u2014 WTI 85\ub2ec\ub7ec \ubd80\uadfc. 7\uc6d4 \ud558\uc21c \uc774\ub780-\ubbf8\uad6d \uacf5\uaca9 \uc911\ub2e8 \ud569\uc758 \uc774\ud6c4 100\ub2ec\ub7ec \uc704\uc5d0\uc11c \ud06c\uac8c \ub0b4\ub824\uc628 \uc790\ub9ac\uc5d0\uc11c \ud6a1\ubcf4 \uc911. \uc9c0\uc815\ud559 \ud504\ub9ac\ubbf8\uc5c4\uc774 \ube60\uc9c4 \uc0c1\ud0dc.<\/li>\n<li><strong>\uc720\ub7fd<\/strong> \u2014 \uc720\ub85c\uc874 2\ubd84\uae30 GDP <strong>+0.4%<\/strong>(\uc608\uc0c1 +0.2% \uc0c1\ud68c). STOXX 600\uc740 7\/30 +0.6%(649), \uc720\ub85c\uc2a4\ud1a1\uc2a450\uc740 7\/31 6,420(+1.24%)\uc73c\ub85c \ud55c \ub2ec \ub9cc\uc758 \ucd5c\uace0 \uc8fc\uac04 \uc0c1\uc2b9 \ud750\ub984.<\/li>\n<li><strong>\uc554\ud638\ud654\ud3d0<\/strong> \u2014 \ube44\ud2b8\ucf54\uc778 6\ub9cc3,000\ub2ec\ub7ec \ubd80\uadfc \uc228\uace0\ub974\uae30.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong> \uc9c0\uae08 \ub9e4\ud06c\ub85c\uc758 \uc131\uaca9\uc740 &quot;<strong>\uc704\ud5d8\uc120\ud638\ub294 \uac15\ud55c\ub370 \uc790\uae08\uc758 \uac12\uc740 \uc548 \ub0b4\ub824\uac04\ub2e4<\/strong>&quot;\uc774\ub2e4. VIX\u00b7\uc720\uac00\u00b7\uc9c0\uc815\ud559\uc740 \uc9c4\uc815\ub410\uace0 \uc720\ub7fd \uc2e4\ubb3c\ub3c4 \uc608\uc0c1\ubcf4\ub2e4 \ub0ab\ub2e4. \ubc18\uba74 30\ub144\ubb3c\uc740 19\ub144 \ucd5c\uace0\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c \uc720\ub9ac\ud55c \uac83\uc740 <em>\uc9c0\uae08 \ud604\uae08\ud750\ub984\uc774 \ub098\uc624\ub294 \uc790\uc0b0<\/em>\uc774\uace0, \ubd88\ub9ac\ud55c \uac83\uc740 <em>\uc774\uc775\uc774 \uba3c \ubbf8\ub798\uc5d0 \ubab0\ub9b0 \uc790\uc0b0<\/em>\uc774\ub2e4.<\/p>\n<p>\uc5ed\uc124\uc801\uc73c\ub85c \uc9c0\uae08\uc758 \uba54\ubaa8\ub9ac\ub294 <strong>\uba3c \ubbf8\ub798\uac00 \uc544\ub2c8\ub77c \uc9c0\uae08 \ud604\uae08\ud750\ub984\uc774 \ub098\uc624\ub294 \uc790\uc0b0<\/strong>\uc5d0 \uac00\uae5d\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\uc758 76% \uc601\uc5c5\uc774\uc775\ub960\uc740 \uc9c0\uae08 \ucc0d\ud788\uace0 \uc788\ub294 \uc22b\uc790\ub2e4. \uc774\uac83\uc774 \uace0\uae08\ub9ac \ud658\uacbd\uc5d0\uc11c\ub3c4 \ubc18\ub3c4\uccb4\uac00 \uc0c1\ub300\uc801\uc73c\ub85c \ubc84\ud2f8 \uc218 \uc788\ub294 \uc774\uc720\uc774\uace0, \ub3d9\uc2dc\uc5d0 <em>\uadf8 \ud604\uae08\ud750\ub984\uc774 \uc5b8\uc81c\uae4c\uc9c0 \ub098\uc624\ub294\uac00<\/em>\uac00 \uc720\uc77c\ud55c \ub17c\uc810\uc774 \ub418\ub294 \uc774\uc720\uc774\uae30\ub3c4 \ud558\ub2e4.<\/p>\n<hr>\n<h2>5. \ub2e4\uc74c \ubbf8\uad6d\uc7a5 (7\/31 \uae08 ET) \ud504\ub9ac\ubdf0<\/h2>\n<p><strong>\uac1c\uc7a5 \uc804 \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\ub2e5100 \uc120\ubb3c +1.1%, S&amp;P +0.3~0.4%, \ub2e4\uc6b0 +0.5%<\/td>\n<td>\u2795<\/td>\n<td>\ucf54\uc2a4\ud53c +17.9%\uac00 \uc120\ubb3c\uc744 \ub04c\uc5b4\uc62c\ub9bc<\/td>\n<\/tr>\n<tr>\n<td>AMZN \ud504\ub9ac\uc7a5 +12~13% (AWS +37%, capex 2,200\uc5b5 \ub2ec\ub7ec)<\/td>\n<td>\u2795<\/td>\n<td>AI \uc218\uc694\u00b7\ud22c\uc790 \uc9c0\uc18d \ud655\uc778<\/td>\n<\/tr>\n<tr>\n<td>\ucf54\uc2a4\ud53c\u00b7\uac00\uad8c \uae09\ub4f1 (\uba54\ubaa8\ub9ac \ubc38\ub958\uccb4\uc778 \uc804\uba74 \uc7ac\ud3c9\uac00)<\/td>\n<td>\u2795<\/td>\n<td>SOX\u00b7\ub9c8\uc774\ud06c\ub860 \ub4f1 \ubbf8\uad6d \uba54\ubaa8\ub9ac \uad00\ub828\uc8fc\ub85c \uc804\uc774 \uc5ec\ubd80<\/td>\n<\/tr>\n<tr>\n<td>AAPL \ud504\ub9ac\uc7a5 -7.2% (\uc11c\ube44\uc2a4\u00b7\uc911\uad6d + \uacf5\uae09 \uc81c\uc57d)<\/td>\n<td>\u2796<\/td>\n<td>\uba54\ubaa8\ub9ac \uc6d0\uac00\uac00 \uc138\ud2b8 \uc5c5\uccb4\ub97c \ub54c\ub9ac\uae30 \uc2dc\uc791<\/td>\n<\/tr>\n<tr>\n<td>30Y 5.23%(19\ub144 \ucd5c\uace0), 9\uc6d4 \uc778\uc0c1 \ud655\ub960 63%<\/td>\n<td>\u2796<\/td>\n<td>\ud560\uc778\uc728<\/td>\n<\/tr>\n<tr>\n<td>08:30 ET 2Q ECI \/ 09:45 \uc2dc\uce74\uace0 PMI \/ 10:00 \ubbf8\uc2dc\uac04 \ud655\uc815<\/td>\n<td>\u26a0\ufe0f<\/td>\n<td>\uc784\uae08\u00b7\uae30\ub300\uc778\ud50c\ub808\uac00 \ucc44\uad8c \ubc29\uc544\uc1e0<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>[\ud574\uc11d] \uc624\ub298 \ubbf8\uad6d\uc7a5\uc740 &quot;AI \uc2b9\uc790\u00b7\ud328\uc790 \ubd84\ud654&quot;\uc758 \uc7a5\uc774\ub2e4.<\/strong> \uc5b4\uc81c\uae4c\uc9c0\ub294 AI \uad00\ub828\uc774\uba74 \uac19\uc774 \uc624\ub974\uace0 \uac19\uc774 \ube60\uc84c\ub2e4. \uc624\ub298\uc740 \ub2e4\ub974\ub2e4 \u2014 \uc544\ub9c8\uc874 +13%\uc640 \uc560\ud50c -7%\uac00 \uac19\uc740 \uc7ac\ub8cc(\uba54\ubaa8\ub9ac \uac00\uaca9)\uc5d0\uc11c \uc815\ubc18\ub300\ub85c \ub098\uc654\ub2e4. \uc2dc\uc7a5\uc774 \uc774\uc81c <strong>AI \uc9c0\ucd9c\uc758 \uc218\ud61c\uc790\uc640 \uadf8 \uc9c0\ucd9c\uc758 \uc6d0\uac00\ub97c \ub5a0\uc548\ub294 \ucabd\uc744 \uad6c\ubd84\ud574\uc11c \uac12\uc744 \ub9e4\uae30\uae30 \uc2dc\uc791\ud588\ub2e4<\/strong>\ub294 \ub73b\uc774\ub2e4.<\/p>\n<p>\uc774 \ubd84\ud654\uac00 \uc9c4\uc9dc\ub77c\uba74 \uc9c0\uc218\ubcf4\ub2e4 <em>\uad6c\uc131<\/em>\uc774 \uc911\uc694\ud574\uc9c4\ub2e4. \uc778\ub371\uc2a4 \ub808\ubca8\uc5d0\uc11c\ub294 \uc544\ub9c8\uc874\uc774 \uc560\ud50c\uc744 \uc0c1\uc1c4\ud574 \uc870\uc6a9\ud574 \ubcf4\uc77c \uc218 \uc788\uc9c0\ub9cc, \uadf8 \uc544\ub798\uc5d0\uc11c\ub294 \ubc38\ub958\uccb4\uc778 \uc7ac\ubc30\uce58\uac00 \uc9c4\ud589 \uc911\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 \ud55c\uad6d \uc99d\uc2dc \uc7a5\uae30 \uc0c1\uc2b9 + \ubc18\ub3c4\uccb4 \uc911\uc2ec\uc758 \uc2dc\uac01\uc744 \uacf5\uc720\ud55c\ub2e4. 7\/28~7\/30 \ud3ed\ub77d \uad6d\uba74\uc5d0\uc11c \uc774 \uc2dc\uac01\uc740 &quot;\uc9c0\uae08\uc774 \uae30\ud68c&quot;\uc600\uace0, 7\/31 +17.91%\ub294 \uadf8 \uc2dc\uac01\uc5d0 \uc720\ub9ac\ud55c \uacb0\uacfc\ub97c \ub0c8\ub2e4.<\/p>\n<p>\ub2e4\ub9cc <strong>\ud558\ub8e8 \uacb0\uacfc\ub85c \uc2dc\uac01\uc758 \uc633\uace0 \uadf8\ub984\uc744 \ud310\uc815\ud558\uc9c0 \uc54a\ub294 \uac83<\/strong>\uc774 \uc774 \uad6d\uba74\uc5d0\uc11c \ub354 \uc911\uc694\ud558\ub2e4. \uc0ac\ud758 \ub9cc\uc5d0 -17%\uc640 +18%\uac00 \uc624\uac04 \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc5b4\ub5a4 \uad00\uc810\ub3c4 \uba70\uce60 \uc548\uc5d0 \ud55c \ubc88\uc529 \uc633\uc544 \ubcf4\uc778\ub2e4. \ud310\ub2e8\uc758 \uae30\uc900\uc740 \uc5ec\uc804\ud788 \ub370\uc774\ud130\ub2e4 \u2014 DRAM \uace0\uc815\uac00 \uc0c1\uc2b9 \uc18d\ub3c4, \uc911\uad6d \uce90\ud30c \uc99d\uc124, \uadf8\ub9ac\uace0 \uc138\ud2b8 \uc218\uc694 \ud30c\uad34(IDC\uc758 PC\u00b7\uc2a4\ub9c8\ud2b8\ud3f0 \ub450 \uc790\ub9bf\uc218 \uac10\uc18c \uc804\ub9dd)\uac00 \uc5b4\ub514\uae4c\uc9c0 \uc9c4\ud589\ub418\ub294\uac00.<\/p>\n<hr>\n<h2>6. \uccb4\ud06c\ud3ec\uc778\ud2b8 \u2014 7\/31 \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ud655\uc778\ud560 \uac83<\/h2>\n<ol>\n<li><strong>AMZN \uac1c\uc7a5 \uac2d\uc758 \uc885\uac00 \uc720\uc9c0\ub825<\/strong> \u2014 \ud504\ub9ac\uc7a5 +12~13%\uac00 \uc885\uac00\uae4c\uc9c0 \uc5bc\ub9c8\ub098 \ub0a8\ub294\uac00. \uac2d\uc744 \ud06c\uac8c \ubc18\ub0a9\ud558\uba74 \uc5b4\uc81c \ucf54\uc2a4\ud53c \uae09\ub4f1\uc758 \uadfc\uac70\ub3c4 \ud568\uaed8 \uc57d\ud574\uc9c4\ub2e4.<\/li>\n<li><strong>30\ub144\ubb3c 5.25% \ub3cc\ud30c \uc5ec\ubd80<\/strong> \u2014 5.23%\ub294 19\ub144 \ucd5c\uace0\ub2e4. \uc5ec\uae30\uc11c \ub354 \uc62c\ub77c \uad73\uc73c\uba74 \uc8fc\uc2dd \ub7a0\ub9ac\uc758 \uc218\uba85\uc774 \uc9e7\uc544\uc9c4\ub2e4. 08:30 ET <strong>2Q ECI<\/strong>(\uc608\uc0c1 +0.6%)\uac00 \uccab \ubc29\uc544\uc1e0.<\/li>\n<li><strong>10:00 ET \ubbf8\uc2dc\uac04 1\ub144 \uae30\ub300\uc778\ud50c\ub808 \ud655\uc815\uce58<\/strong> \u2014 \uc18d\ubcf4 +4.2%. \uc774 \uc22b\uc790\uac00 \ub354 \uc62c\ub77c\uc624\uba74 9\uc6d4 \uc778\uc0c1 \ud655\ub960 63%\uac00 \uc704\ucabd\uc73c\ub85c \uc7ac\uc870\uc815\ub41c\ub2e4.<\/li>\n<li><strong>SOX\u00b7\ub9c8\uc774\ud06c\ub860 \ub4f1 \ubbf8\uad6d \uba54\ubaa8\ub9ac \ubc38\ub958\uccb4\uc778\uc774 \ud55c\uad6d\u00b7\ub300\ub9cc \uae09\ub4f1\uc744 \ub530\ub77c\uac00\ub294\uac00<\/strong> \u2014 \ub530\ub77c\uac00\uba74 \uc0b0\uc5c5 \uc7ac\ud3c9\uac00, \uc548 \ub530\ub77c\uac00\uba74 \uc5b4\uc81c \uc544\uc2dc\uc544 \uc6c0\uc9c1\uc784\uc740 \ub418\ub3cc\ub9bc\u00b7\uc20f\ucee4\ubc84\ub9c1 \uc131\uaca9\uc774 \ucef8\ub2e4\ub294 \ub73b.<\/li>\n<li><strong>\uc560\ud50c -7%\uc758 \uc804\uc5fc \ubc94\uc704<\/strong> \u2014 \uc560\ud50c \ud558\ub098\ub85c \uadf8\uce58\ub294\uc9c0, \uc138\ud2b8\u00b7\uc18c\ube44\uc7ac \ubc38\ub958\uccb4\uc778 \uc804\ubc18\uc73c\ub85c \ubc88\uc9c0\ub294\uc9c0. \ubc88\uc9c4\ub2e4\uba74 &quot;\uba54\ubaa8\ub9ac \uac00\uaca9 = \uc21c\uc218 \ud638\uc7ac&quot;\ub77c\ub294 \uc624\ub298\uc758 \uc11c\uc0ac\uac00 \ud558\ub8e8 \ub9cc\uc5d0 \uc808\ubc18 \uc218\uc815\ub41c\ub2e4.<\/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(ET \uae30\uc900)<\/th>\n<th>\uc774\ubca4\ud2b8<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>D-0<\/td>\n<td>7\/31(\uae08) 08:30 ET<\/td>\n<td>\u7f8e 2\ubd84\uae30 \uace0\uc6a9\ube44\uc6a9\uc9c0\uc218(ECI) \u2014 \uc608\uc0c1 +0.6%<\/td>\n<\/tr>\n<tr>\n<td>D-0<\/td>\n<td>7\/31(\uae08) 09:45 \/ 10:00 ET<\/td>\n<td>\uc2dc\uce74\uace0 PMI(\uc804\uc6d4 56.7) \/ \ubbf8\uc2dc\uac04 7\uc6d4 \ud655\uc815\u00b71\ub144 \uae30\ub300\uc778\ud50c\ub808<\/td>\n<\/tr>\n<tr>\n<td>D-0<\/td>\n<td>7\/31(\uae08)<\/td>\n<td>\ud55c\uad6d 7\uc6d4 \uc218\ucd9c\uc785 \ud1b5\uacc4 (\ud55c\uad6d 8\/1 \ubc1c\ud45c) \u2014 \ubc18\ub3c4\uccb4 \uc218\ucd9c <strong>\ub2e8\uac00<\/strong> \uc8fc\ubaa9<\/td>\n<\/tr>\n<tr>\n<td>D-N<\/td>\n<td>8\uc6d4 \uc0c1\uc21c<\/td>\n<td>\u7f8e 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>+25bp \uc778\uc0c1 \ud655\ub960 \uc57d 63% \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. (7\/30 PM \ub9ac\ud3ec\ud2b8\uc5d0\uc11c \uc81c\uae30\ud55c &quot;\uc678\uad6d\uc778\uc774 \ubc18\ub3c4\uccb4\ub97c \uacc4\uc18d \ub358\uc9c0\ub294\uac00&quot; \uc9c8\ubb38\uc740 7\/31 \ud55c\uad6d\uc7a5\uc5d0\uc11c <strong>\uc678\uad6d\uc778 \uc57d 7.2\uc870\uc6d0 \uc21c\ub9e4\uc218<\/strong>\ub85c \ub2f5\uc774 \ub098\uc654\ub2e4.)<\/p>\n<hr>\n<h2>Sources<\/h2>\n<ul>\n<li><a href=\"https:\/\/news.tf.co.kr\/read\/economy\/2349372.htm\">\ucf54\uc2a4\ud53c, \ud3ed\ub4f1 \uc18d 6500\uc120 \ub9c8\uac10\u2026SK\ud558\uc774\ub2c9\uc2a4 \uc0c1\ud55c\uac00\uae4c\uc9c0 (\ub354\ud329\ud2b8)<\/a><\/li>\n<li><a href=\"https:\/\/www.mt.co.kr\/stock\/2026\/07\/31\/2026073115275588013\">\ucf54\uc2a4\ud53c, 1001\ud3ec\uc778\ud2b8(17.91%) \uc624\ub978 6595.45 \ub9c8\uac10 \u2014 \uc0c1\uc2b9\ub960\u00b7\uc0c1\uc2b9\ud3ed \uc5ed\ub300 1\uc704 (\uba38\ub2c8\ud22c\ub370\uc774)<\/a><\/li>\n<li><a href=\"https:\/\/www.fnnews.com\/news\/202607311650367289\">\ucf54\uc2a4\ud53c, 17.9%\u00b71000p \ud3ed\ub4f1\ud558\uba70 \ubd88\uae30\ub465\u2026\uc0ac\uc0c1\ucd5c\ub300 \uc0c1\uc2b9 (\ud30c\uc774\ub0b8\uc15c\ub274\uc2a4)<\/a><\/li>\n<li><a href=\"https:\/\/www.seoul.co.kr\/news\/economy\/2026\/07\/31\/20260731500232\">\ucf54\uc2a4\ud53c \uc0ac\uc0c1 \ucd5c\ub300 17.9% \ud3ed\ub4f1\u2026\ub808\ubc84\ub9ac\uc9c0 \uac70\ub798\ub300\uae08\uc740 4\ubd84\uc758 1\ud1a0\ub9c9 (\uc11c\uc6b8\uc2e0\ubb38)<\/a><\/li>\n<li><a href=\"https:\/\/www.mt.co.kr\/stock\/2026\/07\/31\/2026073114355560595\">SK\ud558\uc774\ub2c9\uc2a4, \uc0ac\uc0c1 \uccab 30% \uc0c1\ud55c\uac00\u2026\uc0bc\uc131\uc804\uc790\ub3c4 \ucd5c\uace0 \uc0c1\uc2b9\ub960 \uacbd\uc2e0 (\uba38\ub2c8\ud22c\ub370\uc774)<\/a><\/li>\n<li><a href=\"https:\/\/www.businesspost.co.kr\/BP?command=article_view&#038;num=443724\">\uc624\ub298\uc758 \uc8fc\ubaa9\uc8fc \u2014 SK\ud558\uc774\ub2c9\uc2a4 \uc0c1\ud55c\uac00, \ucf54\uc2a4\ud53c \uc678\uad6d\uc778 7\uc870 \ub9e4\uc218\uc138 (\ube44\uc988\ub2c8\uc2a4\ud3ec\uc2a4\ud2b8)<\/a><\/li>\n<li><a href=\"https:\/\/www.mt.co.kr\/economy\/2026\/07\/31\/2026073115373095223\">\uc6d0\/\ub2ec\ub7ec \ud658\uc728, 13.4\uc6d0 \ub0b4\ub9b0 1424.0\uc6d0 (\uba38\ub2c8\ud22c\ub370\uc774)<\/a><\/li>\n<li><a href=\"https:\/\/www.etoday.co.kr\/news\/view\/2609889\">\uc544\uc2dc\uc544 \uc99d\uc2dc, \u7f8e \ube45\ud14c\ud06c \ud638\uc2e4\uc801\uc5d0 \uae09\ub4f1\u2026\ub2db\ucf00\uc774 4%\u2191 (\uc774\ud22c\ub370\uc774)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/30\/amazon-amzn-q2-earnings-report-2026.html\">Amazon hikes 2026 capex to $220 billion due to higher memory costs (CNBC)<\/a><\/li>\n<li><a href=\"https:\/\/www.digitimes.com\/news\/a20260731VL205\/amazon-2026-capex-cost-component.html\">Amazon lifts 2026 capex to US$220 billion, pins the increase on memory prices (DigiTimes)<\/a><\/li>\n<li><a href=\"https:\/\/www.tomshardware.com\/tech-industry\/big-tech\/microsoft-attributed-25-billion-of-its-record-ai-budget-to-memory-chip-costs\">Skyrocketing component prices push Big Tech capex to record $725 billion (Tom&#39;s Hardware)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/31\/apple-aapl-amazon-amzn-stock-today.html\">Apple drops 7%, Amazon surges 12% as investors pick AI winners after earnings (CNBC)<\/a><\/li>\n<li><a href=\"https:\/\/finance.yahoo.com\/markets\/live\/stock-market-today-friday-july-31-dow-sp-500-nasdaq-081227738.html\">Stock market today: Nasdaq set for more gains as Big Tech AI spending shows no sign of letting up (Yahoo Finance)<\/a><\/li>\n<li><a href=\"https:\/\/kelo.com\/2026\/07\/31\/nasdaq-100-leads-us-futures-higher-as-amazon-surge-offsets-apple-decline\/\">Nasdaq 100 leads US futures higher as Amazon surge offsets Apple decline (KELO)<\/a><\/li>\n<li><a href=\"https:\/\/www.fxpremiere.com\/us-dollar-and-treasury-market-forecast-30-31-july-2026\/\">US Dollar and Treasury Market Forecast: 30\u201331 July 2026 (FXPremiere)<\/a><\/li>\n<li><a href=\"https:\/\/finance.yahoo.com\/markets\/world-indices\/articles\/europes-stoxx-600-set-best-082346302.html\">Europe STOXX 600 set for best week in over a month as rally broadens (Yahoo Finance)<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/euro-area\/stock-market\">Euro Area Stock Market Index (Trading Economics)<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/united-states\/consumer-confidence\">United States Michigan Consumer Sentiment (Trading Economics)<\/a><\/li>\n<li><a href=\"https:\/\/fxdailyreport.com\/wti-crude-oil-price-analysis-for-july-31-2026\/\">WTI Crude Oil Price Analysis for July 31, 2026 (FXDailyReport)<\/a><\/li>\n<li><a href=\"https:\/\/www.blockmedia.co.kr\/archives\/1122906\">\ud1f4\uadfc\uae38\uc2dc\ud669 \u2014 \ucf54\uc2a4\ud53c \uc0ac\uc0c1 \ucd5c\ub300 17.91% \ud3ed\ub4f1, \ube44\ud2b8\ucf54\uc778 6\ub9cc3000\ub2ec\ub7ec \uc228\uace0\ub974\uae30 (\ube14\ub85d\ubbf8\ub514\uc5b4)<\/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 \ud558\ub8e8 \ub9cc\uc5d0 1,001.89\ud3ec\uc778\ud2b8, 17.91% \uc62c\ub77c 6,595.45\ub85c \ub9c8\uac10\ud588\uc2b5\ub2c8\ub2e4. \uc0c1\uc2b9\ub960\u00b7\uc0c1\uc2b9\ud3ed \ubaa8\ub450 \uc5ed\ub300 1\uc704\uc774\uace0, 2\uc704\uc600\ub358 2008\ub144 10\uc6d4 30\uc77c\uc758 11.95%\ub97c \ud06c\uac8c \ub118\uc5b4\uc130\uc2b5\ub2c8\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 29.95% \uc62c\ub77c 171\ub9cc8,000\uc6d0\uc73c\ub85c \uc0c1\ud55c\uac00, 2015\ub144 \uac00\uaca9\uc81c\ud55c\ud3ed\uc774 30%\ub85c \ud655\ub300\ub41c \uc774\ud6c4 \uccab \uc0c1\ud55c\uac00\uc600\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\ub3c4 26.81% \uae09\ub4f1\ud588\uace0 \uc678\uad6d\uc778\uc740 \uc57d 7.2\uc870\uc6d0\uc744 \uc21c\ub9e4\uc218\ud588\uc2b5\ub2c8\ub2e4. \ubc29\uc544\uc1e0\ub294 \ubc24\uc0ac\uc774 \uc544\ub9c8\uc874\uc774 2026\ub144 \uc124\ube44\ud22c\uc790 \uacc4\ud68d\uc744 2,000\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2,200\uc5b5 \ub2ec\ub7ec\ub85c \uc62c\ub9ac\uba74\uc11c \uadf8 \uc99d\uc561\uc758 \uc774\uc720\ub97c &quot;\uba54\ubaa8\ub9ac \uac00\uaca9&quot;\uc774\ub77c\uace0 \uc9c1\uc811&#8230;<\/p>\n","protected":false},"author":1,"featured_media":386,"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-391","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\/391","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=391"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/391\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/386"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=391"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=391"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=391"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}