{"id":397,"date":"2026-08-02T23:14:27","date_gmt":"2026-08-02T23:14:27","guid":{"rendered":"https:\/\/wecansurvive.ca\/?p=397"},"modified":"2026-08-02T23:14:27","modified_gmt":"2026-08-02T23:14:27","slug":"2026-08-03%ec%9b%94-%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=397","title":{"rendered":"2026.08.03(\uc6d4) \ucf54\uc2a4\ud53c \uc2dc\ud669 \ucd1d\uc815\ub9ac \u2014 \uc624\ub298 \ud55c\uad6d \uc99d\uc2dc \uc804\ub9dd \ud55c\ub208\uc5d0"},"content":{"rendered":"<p>\uc9c0\ub09c \uae08\uc694\uc77c(\ud55c\uad6d 7\/31) \ucf54\uc2a4\ud53c\ub294 6,595.45\ub85c 17.91% \ud3ed\ub4f1\ud558\uba70 \uc5ed\ub300 \ucd5c\ub300 \uc0c1\uc2b9\ub960\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \uac19\uc740 \ub0a0 \ubc24 \ubbf8\uad6d \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc544\ub9c8\uc874\uc774 14.9% \uc624\ub974\ub294 \ub3d9\uc548 \uba54\ubaa8\ub9ac \ub300\ud45c\uc8fc \ub9c8\uc774\ud06c\ub860\uc740 \uc624\ud788\ub824 \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uc544\ub9c8\uc874\u00b7\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\u00b7\uc54c\ud30c\ubcb3 \uc138 \ud68c\uc0ac\uac00 \ud55c \uc8fc \ub9cc\uc5d0 \uc2dc\uac00\ucd1d\uc561 1\uc8705,000\uc5b5 \ub2ec\ub7ec\ub97c \ub298\ub9ac\ub294 \ub3d9\uc548, \uadf8 \ub3c8\uc744 \ubc1b\uc544\uc57c \ud560 \uba54\ubaa8\ub9ac \ud68c\uc0ac \uc8fc\uac00\ub294 \ubbf8\uad6d\uc5d0\uc11c \ube60\uc9c4 \uac83\uc785\ub2c8\ub2e4. \uc774 \uac04\uadf9\uc758 \uc774\ub984\uc740 CXMT\uc785\ub2c8\ub2e4. 7\uc6d4 27\uc77c \uc0c1\ud558\uc774\uc5d0 \uc0c1\uc7a5\ud55c \uc911\uad6d \ucd5c\ub300 D\ub7a8 \ud68c\uc0ac\uac00 \uacf5\ubaa8\uac00 \ub300\ube44 466% \uc624\ub974\uba70 \uc911\uad6d \ucd5c\ub300 \uc2dc\uac00\ucd1d\uc561 \uae30\uc5c5\uc774 \ub410\uace0, \uadf8 \uc790\uae08\uc774 \uc99d\uc124\ub85c \uac08 \uac83\uc774\ub77c\ub294 \uacc4\uc0b0\uc774 \ubbf8\uad6d \ucabd \uba54\ubaa8\ub9ac \uc8fc\uac00\uc5d0 \uba3c\uc800 \ubc18\uc601\ub410\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8 \uc8fc\ub9d0\uc5d0 \ub098\uc628 \ud55c\uad6d 7\uc6d4 \uc218\ucd9c\uc740 988.9\uc5b5 \ub2ec\ub7ec\ub85c \uc5ed\ub300 2\uc704, \ubc18\ub3c4\uccb4\ub294 410.1\uc5b5 \ub2ec\ub7ec\ub85c \uc804\ub144\ube44 178.8% \ub298\uc5c8\uc9c0\ub9cc 6\uc6d4(448\uc5b5 \ub2ec\ub7ec)\ubcf4\ub2e4\ub294 \uc904\uc5c8\uc2b5\ub2c8\ub2e4. \ucc44\uad8c \ucabd\uc5d0\uc11c\ub294 \ubbf8\uad6d 30\ub144\ubb3c \uae08\ub9ac\uac00 5.28%\ub85c 2007\ub144 \uc774\ud6c4 \ucd5c\uace0\ub97c \ucc0d\uc5c8\ub294\ub370 \uc6d0\/\ub2ec\ub7ec\ub294 1,424\uc6d0\uc73c\ub85c 9\uac1c\uc6d4 \ucd5c\uc800\uc600\uc2b5\ub2c8\ub2e4. 8\uc6d4 3\uc77c \uc6d4\uc694\uc77c \ud55c\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. 2026.08.03(\uc6d4) \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\/08\/card_1.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/08\/card_2.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/08\/card_3.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/08\/card_4.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/08\/card_5.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: 2026-08-03 08:05 KST (\ubc34\ucfe0\ubc84 8\/2 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 \uac19\uc740 \uae08\uc694\uc77c\uc5d0 \uc11c\uc6b8\uacfc \ub274\uc695\uc774 \uba54\ubaa8\ub9ac\ub97c \ubc18\ub300\ub85c \uac00\uaca9\uc5d0 \ub123\uc5c8\ub2e4.<\/strong> \ud55c\uad6d 7\/31 \ucf54\uc2a4\ud53c +17.91%(SK\ud558\uc774\ub2c9\uc2a4 \uc0c1\ud55c\uac00)\uc5d0 \ub300\ud574, \uadf8\ub0a0 \ubc24 \ubbf8\uad6d\uc740 \uc544\ub9c8\uc874 +14.9%(AI \uc9c0\ucd9c \ud655\ub300)\uc640 \ub9c8\uc774\ud06c\ub860 \ud558\ub77d\uc744 \ub3d9\uc2dc\uc5d0 \ub0c8\ub2e4. \uc2dc\uc7a5\uc740 \uc9c0\uae08 &quot;AI \uc790\ubcf8\uc9c0\ucd9c\uc740 \uacc4\uc18d\ub41c\ub2e4&quot;\uc640 &quot;\uadf8 \ub3c8\uc744 \ub098\ub220 \uac00\uc9c8 \uc0ac\ub78c\uc774 \ub298\uc5b4\ub09c\ub2e4&quot;\ub97c \ub530\ub85c \uacc4\uc0b0\ud558\uace0 \uc788\ub2e4. \uc6d4\uc694\uc77c \uc11c\uc6b8\uc740 \uc774 \uac04\uadf9 \uc704\uc5d0\uc11c \uac1c\uc7a5\ud55c\ub2e4.<\/li>\n<li><strong>\uac04\uadf9\uc758 \uc774\ub984\uc740 CXMT.<\/strong> 7\/27 \uc0c1\ud558\uc774 STAR \uc0c1\uc7a5, \uacf5\ubaa8\uac00 8.66\uc704\uc548 \ub300\ube44 466% \uae09\ub4f1, \uc870\ub2ec\uc561 579.2\uc5b5 \uc704\uc548(\uc57d 86\uc5b5 \ub2ec\ub7ec)\uc73c\ub85c 2010\ub144 \ub18d\uc5c5\uc740\ud589 \uc774\ud6c4 \uc911\uad6d \ubcf8\ud1a0 \ucd5c\ub300 IPO. 2025\ub144 \ub9d0 \uae00\ub85c\ubc8c D\ub7a8 \uc810\uc720\uc728 7.67%(\uc138\uacc4 4\uc704)\uc774\uace0, \uc870\ub2ec \uc790\uae08\uc774 \uc99d\uc124\ub85c \uac00\uba74 2027\ub144 \uce90\ud30c \uae30\uc900 \uae00\ub85c\ubc8c\uc758 \uc57d 17%\uae4c\uc9c0 \uac08 \uc218 \uc788\ub2e4\ub294 \ucd94\uc815\uc774 \ub098\uc628\ub2e4.<\/li>\n<li><strong>\uc8fc\ub9d0 \ud55c\uad6d \uc218\ucd9c\uc740 \uac15\ud588\uc9c0\ub9cc \uacb0\uc774 \uac08\ub838\ub2e4.<\/strong> 7\uc6d4 \uc218\ucd9c 988.9\uc5b5 \ub2ec\ub7ec(+62.8%, \uc5ed\ub300 2\uc704), \ubc18\ub3c4\uccb4 410.1\uc5b5 \ub2ec\ub7ec(+178.8%), \ubb34\uc5ed\ud751\uc790 303.2\uc5b5 \ub2ec\ub7ec. \ub2e4\ub9cc \ubc18\ub3c4\uccb4\ub294 6\uc6d4 448\uc5b5 \ub2ec\ub7ec \ub300\ube44 \uc57d 8.5% \uc904\uc5c8\ub2e4. \uc804\ub144\ube44\ub294 \uc5ec\uc804\ud788 \ud3ed\ubc1c\uc801\uc774\uc9c0\ub9cc \uc804\uc6d4\ube44 \uaebe\uc784\uc774 \ucc98\uc74c \ub098\uc654\ub2e4\ub294 \uc810\uc740 8\uc6d4 \ub0b4\ub0b4 \ud655\uc778\ud574\uc57c \ud560 \uc22b\uc790\ub2e4.<\/li>\n<li><strong>\ucc44\uad8c\uacfc \ud658\uc728\uc774 \uc11c\ub85c \ub2e4\ub978 \ub9d0\uc744 \ud55c\ub2e4.<\/strong> \ubbf8 30\ub144\ubb3c 5.28%\ub85c 2007\ub144 \uc774\ud6c4 \ucd5c\uace0, 10\ub144\ubb3c 4.75%. 2\ubd84\uae30 \uace0\uc6a9\ube44\uc6a9\uc9c0\uc218(ECI)\uac00 +0.9%\ub85c \uc608\uc0c1(+0.8%)\uc744 \ub118\uc5c8\uace0 9\uc6d4 \uc778\uc0c1 \ud655\ub960\uc740 \uc2a4\uc651 \uae30\uc900 \uc57d 60%. \uadf8\ub7f0\ub370 \uc6d0\/\ub2ec\ub7ec\ub294 1,424.0\uc6d0\uc73c\ub85c 9\uac1c\uc6d4 \ucd5c\uc800\ub2e4. \ubbf8\uad6d \uae08\ub9ac \uc0c1\uc2b9\uacfc \uc6d0\ud654 \uac15\uc138\ub294 \ubcf4\ud1b5 \uac19\uc774 \uac00\uc9c0 \uc54a\ub294\ub2e4.<\/li>\n<li>\uc6d4\uc694\uc77c \uc11c\uc6b8\uc5d0\uc11c \ubcfc \uac83\uc740 \uc9c0\uc218 \ubc29\ud5a5\uc774 \uc544\ub2c8\ub77c &quot;<strong>\uae08\uc694\uc77c \uc678\uad6d\uc778 7.2\uc870 \uc21c\ub9e4\uc218\uac00 \ud558\ub8e8\uc9dc\ub9ac\uc600\ub294\uac00<\/strong>&quot;\uc640 &quot;<strong>6,595\uc120\uc744 \uc7a5\uc911\uc5d0 \uc9c0\ud0a4\ub294\uac00<\/strong>&quot; \ub450 \uac00\uc9c0. \ubbf8\uad6d\uc740 8\/3 ISM \uc81c\uc870\uc5c5(\uc608\uc0c1 54)\ubd80\ud130 8\/7 7\uc6d4 \uace0\uc6a9\uc9c0\ud45c\uae4c\uc9c0 \ucc44\uad8c \ucabd \ubc29\uc544\uc1e0\uac00 \uc904\uc904\uc774 \ub300\uae30 \uc911\uc774\ub2e4.<\/li>\n<\/ol>\n<hr>\n<h2>1. \ubbf8\uad6d\u00b7\uae00\ub85c\ubc8c \ub9c8\uac10 \uc815\ub9ac (7\/31 ET \ub9c8\uac10 \u2192 \ud55c\uad6d 8\/1 05:00 KST)<\/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>S&amp;P 500<\/td>\n<td>7,489.72<\/td>\n<td>+0.70%<\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5 \uc885\ud569<\/td>\n<td>25,373.85<\/td>\n<td>+1.0%<\/td>\n<\/tr>\n<tr>\n<td>\ub2e4\uc6b0<\/td>\n<td>52,485.03<\/td>\n<td>+276.97p (+0.53%)<\/td>\n<\/tr>\n<tr>\n<td>\uc544\ub9c8\uc874<\/td>\n<td>\u2014<\/td>\n<td><strong>+14.9%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\uc560\ud50c<\/td>\n<td>\u2014<\/td>\n<td><strong>-7%\ub300<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\ub9c8\uc774\ud06c\ub860<\/td>\n<td>\u2014<\/td>\n<td>\ud558\ub77d (\ubcf4\ub3c4\ubcc4 -3.2% ~ -5.9%\ub85c \uc5c7\uac08\ub9bc)<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 10\ub144\ubb3c<\/td>\n<td>4.75%<\/td>\n<td>\uc0c1\uc2b9<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 30\ub144\ubb3c<\/td>\n<td><strong>5.28%<\/strong><\/td>\n<td>+\uc57d 7bp, 2007\ub144 \uc774\ud6c4 \ucd5c\uace0<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\uc54c\ud30c\ubcb3\u00b7\uc544\ub9c8\uc874\u00b7\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \uc138 \uacf3\uc758 \uc2dc\uac00\ucd1d\uc561\uc774 \uadf8 \uc8fc\uc5d0\ub9cc \ud569\uacc4 \uc57d 1\uc8705,000\uc5b5 \ub2ec\ub7ec \ub298\uc5c8\ub2e4 (CNBC).<\/li>\n<li>\ub2e4\uc6b0\ub294 4\uac1c\uc6d4 \uc5f0\uc18d \uc6d4\uac04 \uc0c1\uc2b9\uc73c\ub85c 7\uc6d4\uc744 \ub2eb\uc558\ub2e4.<\/li>\n<li>WTI \uc57d 83.9\ub2ec\ub7ec(7\/31 \uac1c\uc7a5 \uae30\uc900), \uae08 \uc57d 4,107\ub2ec\ub7ec(7\/31 \uae30\uc900), DXY \uc57d 100.05\u00b7VIX 17.09(\ub458 \ub2e4 7\/30 \uae30\uc900 \u2014 7\/31 \uc885\uac00\ub294 \ud655\uc778\ub418\uc9c0 \uc54a\uc74c).<\/li>\n<\/ul>\n<p><strong>[\uad00\uce21]<\/strong> \uae08\uc694\uc77c \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ub208\uc5d0 \ub744\ub294 \uac83\uc740 \uc9c0\uc218\uac00 \uc544\ub2c8\ub77c <em>\uc9c0\uc218 \uc548\uc758 \ubc29\ud5a5 \ubd84\ub9ac<\/em>\ub2e4.<\/p>\n<ol>\n<li><strong>AI \uc778\ud504\ub77c\ub97c \uc0ac\ub294 \ucabd\uc740 \uc62c\ub790\ub2e4.<\/strong> \uc544\ub9c8\uc874 +14.9%, \uadf8 \uc8fc \ube45\ud14c\ud06c 3\uc0ac \ud569\uacc4 \uc2dc\ucd1d +1.5\uc870 \ub2ec\ub7ec. AWS \uac00\uc18d\uacfc capex \uc99d\uc561\uc774 &quot;AI \ud22c\uc790 \ud68c\uc218 \uc6b0\ub824&quot;\ub97c \uc77c\ub2e8 \ub20c\ub800\ub2e4.<\/li>\n<li><strong>\uadf8 \uc778\ud504\ub77c\ub97c \ud30c\ub294 \ucabd \uc911 \uba54\ubaa8\ub9ac\ub9cc \ube60\uc84c\ub2e4.<\/strong> \ubc18\ub3c4\uccb4 ETF(SOXX)\ub294 +0.7%\uc600\ub294\ub370 \ub9c8\uc774\ud06c\ub860\uc740 \ud558\ub77d\ud588\ub2e4. \ubc18\ub3c4\uccb4 \uc804\uccb4\uac00 \uc544\ub2c8\ub77c <strong>\uba54\ubaa8\ub9ac\ub9cc \ub530\ub85c \ud314\ub838\ub2e4<\/strong>\ub294 \ub73b\uc774\ub2e4.<\/li>\n<li><strong>\uc560\ud50c -7%\ub300\uc758 \uc774\uc720\uc5d0 \uba54\ubaa8\ub9ac \uc6d0\uac00\uac00 \ub4e4\uc5b4 \uc788\ub2e4.<\/strong> \uacf5\uae09 \uc81c\uc57d \uacbd\uace0\uc640 \uc544\uc774\ud3f0 \uac00\uaca9 \uc778\uc0c1 \uac00\ub2a5\uc131\uc774 \ud568\uaed8 \uc5b8\uae09\ub410\ub2e4. \uba54\ubaa8\ub9ac \uac00\uaca9\uc774 \uc774\uc81c \ucd5c\uc885 \uc81c\ud488 \ucabd \uc190\uc775\uc5d0 \ubcf4\uc774\uae30 \uc2dc\uc791\ud588\ub2e4.<\/li>\n<\/ol>\n<p><strong>[\ud574\uc11d]<\/strong> \uc9c0\ub09c\uc8fc \ubaa9\uc694\uc77c \ubc24(\uc544\ub9c8\uc874 capex 2,200\uc5b5 \ub2ec\ub7ec \uc0c1\ud5a5)\uc758 \uba54\uc2dc\uc9c0\uc640 \uae08\uc694\uc77c \ubc24\uc758 \uba54\uc2dc\uc9c0\ub294 \ub2e4\ub974\ub2e4. \ubaa9\uc694\uc77c\uc740 &quot;\uba54\ubaa8\ub9ac\ub294 \uc5ec\uc804\ud788 \ubd80\uc871\ud558\uace0 \ube44\uc2f8\ub2e4&quot;\uc600\uace0, \uae08\uc694\uc77c\uc740 &quot;\uadf8 \ube44\uc2fc \uac12\uc744 \uc55e\uc73c\ub85c \ub204\uac00 \ubc1b\uc544 \uac00\ub290\ub0d0&quot;\uc600\ub2e4. \uc55e\uc758 \uc9c8\ubb38\uc740 <em>\uc0ac\uc774\ud074\uc758 \uae38\uc774<\/em>\ub97c \ubb3b\uace0, \ub4a4\uc758 \uc9c8\ubb38\uc740 <em>\uc774\uc775\uc758 \ubd84\ubc30<\/em>\ub97c \ubb3b\ub294\ub2e4. \ud55c\uad6d \uc2dc\uc7a5\uc740 \uc9c0\uae08\uae4c\uc9c0 \uc55e\uc758 \uc9c8\ubb38\uc5d0\ub9cc \ub2f5\ud574\uc654\ub2e4.<\/p>\n<hr>\n<h2>2. \uc624\ub298\uc758 \ud575\uc2ec \u2014 \uc11c\uc6b8\uacfc \ub274\uc695\uc774 \uac19\uc740 \uae08\uc694\uc77c\uc5d0 \ubc18\ub300\ub85c \uacc4\uc0b0\ud588\ub2e4<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\ud56d\ubaa9<\/th>\n<th>\uc11c\uc6b8 (7\/31 KST)<\/th>\n<th>\ub274\uc695 (7\/31 ET)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ub300\ud45c \uc9c0\uc218<\/td>\n<td>KOSPI 6,595.45 <strong>+17.91%<\/strong> (\uc5ed\ub300 \ucd5c\ub300 \uc0c1\uc2b9\ub960)<\/td>\n<td>S&amp;P 500 7,489.72 +0.70%<\/td>\n<\/tr>\n<tr>\n<td>\uba54\ubaa8\ub9ac<\/td>\n<td>SK\ud558\uc774\ub2c9\uc2a4 1,718,000\uc6d0 <strong>+29.95%<\/strong> (\uc0c1\ud55c\uac00), \uc0bc\uc131\uc804\uc790 262,500\uc6d0 +26.81%<\/td>\n<td>\ub9c8\uc774\ud06c\ub860 <strong>\ud558\ub77d<\/strong><\/td>\n<\/tr>\n<tr>\n<td>AI \uc778\ud504\ub77c<\/td>\n<td>\u2014<\/td>\n<td>\uc544\ub9c8\uc874 <strong>+14.9%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\uc218\uae09<\/td>\n<td>\uc678\uad6d\uc778 +\uc57d 7.2\uc870\uc6d0, \uae30\uad00 +1\uc8701,469\uc5b5\uc6d0, \uac1c\uc778 -8\uc8702,609\uc5b5\uc6d0<\/td>\n<td>\ube45\ud14c\ud06c 3\uc0ac \uc8fc\uac04 \uc2dc\ucd1d +1.5\uc870 \ub2ec\ub7ec<\/td>\n<\/tr>\n<tr>\n<td>\ud658\uc728<\/td>\n<td>USD\/KRW 1,424.0\uc6d0 (-13.4\uc6d0, \uc7a5\uc911 1,419\uc6d0\ub300)<\/td>\n<td>DXY \uc57d 100(7\/30 \uae30\uc900)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>7\uc6d4 \ud55c \ub2ec \uc804\uccb4\ub85c \ubcf4\uba74 \ucf54\uc2a4\ud53c\ub294 <strong>-20.57%<\/strong>, \uc6d4\uc911 \uace0\uc810 8,327.26 \/ \uc800\uc810 5,262.77. \uae08\uc694\uc77c +17.91%\ub294 \uadf8 \ub099\ud3ed \uc704\uc5d0\uc11c \ub098\uc628 \ub418\ub3cc\ub9bc\uc774\ub2e4.<\/li>\n<li>7\/28 -10.84%(\uc11c\ud0b7\ube0c\ub808\uc774\ucee4), 7\/29 -5.98%, 7\/30 -1.23% \u2192 7\/31 +17.91%.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong> \uc9c0\uae08 \uad6d\uba74 \uc804\uccb4\ub97c \ud55c \ubb38\uc7a5\uc73c\ub85c \uc904\uc774\uba74 \uc774\ub807\ub2e4 \u2014 <strong>\uba54\ubaa8\ub9ac \ucd08\uacfc\uc774\uc775\uc774 \uc0ac\ub77c\uc9c0\ub290\ub0d0\uac00 \uc544\ub2c8\ub77c, \uadf8 \ucd08\uacfc\uc774\uc775\uc744 \uba87 \uc0ac\ub78c\uc774 \ub098\ub220 \uac16\ub290\ub0d0\ub85c \uc9c8\ubb38\uc774 \ubc14\ub00c\uc5c8\ub2e4.<\/strong><\/p>\n<p>7\uc6d4 \ub9d0 \ucf54\uc2a4\ud53c\uac00 \ubb34\ub108\uc9c4 1\ucc28 \ubc29\uc544\uc1e0\ub294 SK\ud558\uc774\ub2c9\uc2a4 \uc2e4\uc801 \ucee8\uc13c \ubbf8\ub2ec\uc774\uc5c8\uc9c0\ub9cc, \uc9c4\uc9dc \ubc29\uc544\uc1e0\ub294 \uadf8 \uc9c1\uc804 CXMT\uc758 \uc0c1\uc7a5\uc774\uc5c8\ub2e4. 7\/28 \ucf54\uc2a4\ud53c -10.84%\ub294 CXMT IPO \ud765\ud589\uacfc \uc911\uad6d \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uae30\uc220 \uc9c4\uc804 \ubcf4\ub3c4\uac00 \uacb9\uce5c \ub0a0\uc774\uc5c8\ub2e4. \uadf8\ub9ac\uace0 7\/31 +17.91%\ub294 \uc544\ub9c8\uc874 capex \uc0c1\ud5a5\uc774 &quot;\uc218\uc694\ub294 \uc8fd\uc9c0 \uc54a\uc558\ub2e4&quot;\ub97c \uc99d\uba85\ud55c \ub0a0\uc774\uc5c8\ub2e4.<\/p>\n<p>\ub450 \uc0ac\uac74\uc740 \uc11c\ub85c\ub97c \ubc18\ubc15\ud558\uc9c0 \uc54a\ub294\ub2e4. <strong>\ub458 \ub2e4 \uc0ac\uc2e4\uc774\ub2e4.<\/strong> \uc218\uc694\ub294 \uac15\ud558\uace0(\uc544\ub9c8\uc874), \ub3d9\uc2dc\uc5d0 \uacf5\uae09\uc790\ub3c4 \ub298\uc5b4\ub09c\ub2e4(CXMT). \uc8fc\uac00\uac00 \uc815\ud560 \uac83\uc740 \uc774 \ub458 \uc0ac\uc774\uc758 \ube44\uc728\uc774\uc9c0, \uc5b4\ub290 \ucabd\uc774 \uac70\uc9d3\uc774\ub0d0\uac00 \uc544\ub2c8\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d \u2014 \uade0\ud615]<\/strong> CXMT \uc704\ud611\uc744 \uacfc\ub300\ud3c9\uac00\ud558\uc9c0 \uc54a\uc744 \uadfc\uac70\ub3c4 \ubd84\uba85\ud788 \uc788\ub2e4.<\/p>\n<ul>\n<li>\uc2e4\uce21 \ubca4\uce58\ub9c8\ud06c\uc5d0\uc11c CXMT\uc758 DDR5\ub294 SK\ud558\uc774\ub2c9\uc2a4 \ub300\ube44 \uc624\ubc84\ud074\ub7ed\u00b7\uc804\uc555 \uc2a4\ucf00\uc77c\ub9c1\uc5d0\uc11c \uc5f4\uc704\ub77c\ub294 \uacb0\uacfc\uac00 \ub098\uc654\ub2e4.<\/li>\n<li>\uc720\ud1b5 \ucc44\ub110\uc5d0\uc11c CXMT \ubaa8\ub4c8 \uac00\uaca9\uc740 \ube453\uc640 \ube44\uc2b7\ud558\uac8c \ud615\uc131\ub3fc \uc788\ub2e4. &quot;\uc2fc \uc911\uad6d D\ub7a8\uc774 \uac12\uc744 \ubb34\ub108\ub728\ub9b0\ub2e4&quot;\ub294 \uadf8\ub9bc\uc740 \uc544\uc9c1 \ud604\uc2e4\uc774 \uc544\ub2c8\ub2e4.<\/li>\n<li>CXMT\ub294 EUV \uc7a5\ube44 \uc5c6\uc774 DDR5\ub97c \ub9cc\ub4e4\uace0 \uc788\uace0, HBM\uc740 \uc544\uc9c1 \uada4\ub3c4\uc5d0 \uc62c\ub77c \uc788\uc9c0 \uc54a\ub2e4. AI \uc11c\ubc84\ud5a5 \uace0\ubd80\uac00 \uc601\uc5ed\uc5d0\uc11c \ub2f9\uc7a5 \uacbd\uc7c1\uc790\ub294 \uc544\ub2c8\ub2e4.<\/li>\n<\/ul>\n<p>\ubc18\ub300\ub85c \uacfc\uc18c\ud3c9\uac00\ud558\uc9c0 \uc54a\uc744 \uadfc\uac70\ub3c4 \uc788\ub2e4.<\/p>\n<ul>\n<li>\uc870\ub2ec\ud55c 86\uc5b5 \ub2ec\ub7ec\uac00 \uc99d\uc124\ub85c \uac00\uba74 2027\ub144 \uce90\ud30c \uae30\uc900 \uae00\ub85c\ubc8c\uc758 \uc57d 17%, \ube44\ud2b8 \ucd9c\ud558 \uae30\uc900 9%\u219212%\uac00 \ub41c\ub2e4\ub294 \ucd94\uc815\uc774 \uc788\ub2e4.<\/li>\n<li>\uc560\ud50c\uc774 CXMT D\ub7a8 \ud14c\uc2a4\ud2b8\ub97c \uc2dc\uc791\ud588\ub2e4\ub294 \ubcf4\ub3c4\uac00 \uc788\ub2e4. \uc2e4\uc81c \ucc44\ud0dd \uc5ec\ubd80\uc640 \ubb34\uad00\ud558\uac8c <em>\ud611\uc0c1 \uce74\ub4dc<\/em>\ub85c\ub9cc \uc368\ub3c4 \ube453\uc758 \uac00\uaca9 \uacb0\uc815\ub825\uc740 \uc57d\ud574\uc9c4\ub2e4.<\/li>\n<li>\ubc94\uc6a9 D\ub7a8\uc5d0\uc11c CXMT\uac00 \ubb3c\ub7c9\uc744 \uac00\uc838\uac00\uba74 \ube453\ub294 HBM \ucabd\uc73c\ub85c \ub354 \ubab0\ub9ac\uace0, \uadf8\uac74 \ub2e4\uc2dc \ubc94\uc6a9 D\ub7a8 \uacf5\uae09 \ubd80\uc871\uc744 \uc720\uc9c0\uc2dc\ud0a8\ub2e4. \uc989 \ub2e8\uae30 \uac00\uaca9\uc5d0\ub294 \uc624\ud788\ub824 \uc911\ub9bd~\uae0d\uc815, \uc911\uae30 \ub9c8\uc9c4\uc5d0\ub294 \ubd80\uc815\uc73c\ub85c \uac08\ub9ac\ub294 \uad6c\uc870\ub2e4.<\/li>\n<\/ul>\n<p>\ud310\ubcc4 \uc9c0\ud45c\ub294 \uc9c0\ub09c\uc8fc\uc640 \uac19\ub2e4 \u2014 D\ub7a8\u00b7\ub0b8\ub4dc \uace0\uc815\uac70\ub798\uac00\uaca9\uc758 <strong>\uc0c1\uc2b9 \uc18d\ub3c4<\/strong>(\uac00\uc18d\uc778\uac00 \ub454\ud654\uc778\uac00), HBM \uacf5\uae09\uacc4\uc57d \uac31\uc2e0 \uc870\uac74, \uadf8\ub9ac\uace0 \ud55c\uad6d \ubc18\ub3c4\uccb4 \uc218\ucd9c\uc758 <strong>\ub2e8\uac00 \ub300 \ubb3c\ub7c9<\/strong> \ubd84\ud574.<\/p>\n<hr>\n<h2>3. \ub450 \ubc88\uc9f8 \ubcc0\uc218 \u2014 \ud55c\uad6d 7\uc6d4 \uc218\ucd9c: \uc804\ub144\ube44\ub294 \ud3ed\ubc1c, \uc804\uc6d4\ube44\ub294 \uccab \uaebe\uc784<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong> (\uc0b0\uc5c5\ud1b5\uc0c1\uc790\uc6d0\ubd80, 8\/1 \ubc1c\ud45c)<\/p>\n<table>\n<thead>\n<tr>\n<th>\ud56d\ubaa9<\/th>\n<th>7\uc6d4<\/th>\n<th>\ube44\uad50<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ucd1d\uc218\ucd9c<\/td>\n<td><strong>988.9\uc5b5 \ub2ec\ub7ec<\/strong> (+62.8% YoY)<\/td>\n<td>\uc5ed\ub300 2\uc704 (1\uc704 6\uc6d4 1,022.5\uc5b5)<\/td>\n<\/tr>\n<tr>\n<td>\ubc18\ub3c4\uccb4 \uc218\ucd9c<\/td>\n<td><strong>410.1\uc5b5 \ub2ec\ub7ec<\/strong> (+178.8% YoY)<\/td>\n<td>\uc5ed\ub300 2\uc704, 6\uc6d4 448\uc5b5 \ub300\ube44 <strong>-8.5% MoM<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\uc77c\ud3c9\uade0 \uc218\ucd9c<\/td>\n<td>41.2\uc5b5 \ub2ec\ub7ec (+69.6%)<\/td>\n<td>3\uac1c\uc6d4 \uc5f0\uc18d 40\uc5b5 \ub2ec\ub7ec \uc0c1\ud68c<\/td>\n<\/tr>\n<tr>\n<td>\uc218\uc785<\/td>\n<td>685.6\uc5b5 \ub2ec\ub7ec (+26.5%)<\/td>\n<td>\u2014<\/td>\n<\/tr>\n<tr>\n<td>\ubb34\uc5ed\uc218\uc9c0<\/td>\n<td><strong>+303.2\uc5b5 \ub2ec\ub7ec<\/strong><\/td>\n<td>\u2014<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\uc6d4\uac04 \uc218\ucd9c\uc740 14\uac1c\uc6d4 \uc5f0\uc18d \ud574\ub2f9 \uc6d4 \uae30\uc900 \ucd5c\ub300 \uc2e4\uc801\uc744 \uacbd\uc2e0\ud588\ub2e4.<\/li>\n<li>\ubc18\ub3c4\uccb4\ub294 \ub450 \ub2ec \uc5f0\uc18d 400\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uc5c8\ub2e4.<\/li>\n<\/ul>\n<p><strong>[\uad00\uce21]<\/strong> \uc804\ub144\ube44 +178.8%\ub294 \uc555\ub3c4\uc801\uc774\uc9c0\ub9cc, <em>\uc804\uc6d4\ube44 \uac10\uc18c\uac00 \uc774 \uc0ac\uc774\ud074\uc5d0\uc11c \ucc98\uc74c<\/em> \ub098\uc654\ub2e4. \ub2e4\ub9cc \uc774 \uc22b\uc790\ub9cc\uc73c\ub85c \uaebe\uc784\uc744 \ud655\uc815\ud558\uba74 \uc548 \ub41c\ub2e4. 7\uc6d4\uacfc 6\uc6d4\uc740 \uc870\uc5c5\uc77c\uc218\uac00 \ub2e4\ub974\uace0, \uc77c\ud3c9\uade0 \uae30\uc900\uc73c\ub85c \ubcf4\uba74 \uc804\uccb4 \uc218\ucd9c\uc740 3\uac1c\uc6d4 \uc5f0\uc18d 40\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uace0 \uc788\ub2e4. \ubc18\ub3c4\uccb4\ub9cc \ub530\ub85c \uc77c\ud3c9\uade0\uc73c\ub85c \ubd84\ud574\ud55c \uc218\uce58\ub294 \uc544\uc9c1 \ud655\uc778\ub418\uc9c0 \uc54a\uc558\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d]<\/strong> \uc774 \uc218\uce58\uac00 \uc911\uc694\ud55c \uc774\uc720\ub294 \ubc29\ud5a5\uc774 \uc544\ub2c8\ub77c <strong>\uad6c\uc131<\/strong> \ub54c\ubb38\uc774\ub2e4. \uc9c0\uae08\uae4c\uc9c0 \ubc18\ub3c4\uccb4 \uc218\ucd9c \uc99d\uac00\ubd84\uc758 \ub300\ubd80\ubd84\uc740 \ubb3c\ub7c9\uc774 \uc544\ub2c8\ub77c <em>\ub2e8\uac00<\/em>\uc600\ub2e4. D\ub7a8 \uace0\uc815\uac00\uaca9\uc774 1\ubd84\uae30 +95%, 2\ubd84\uae30 +58~63% \uc624\ub978 \uac83\uc774 \uadf8\ub300\ub85c \uc218\ucd9c \uae08\uc561\uc5d0 \uc5b9\ud614\ub2e4. \uadf8\ub807\ub2e4\uba74 \uc804\uc6d4\ube44 \uac10\uc18c\uac00 (\uac00) \ub2e8\uac00 \uc0c1\uc2b9 \ub454\ud654\uc778\uc9c0, (\ub098) \ubb3c\ub7c9 \uc870\uc815\uc778\uc9c0\uc5d0 \ub530\ub77c \ud574\uc11d\uc774 \uc644\uc804\ud788 \uac08\ub9b0\ub2e4.<\/p>\n<ul>\n<li>(\uac00)\ub77c\uba74 CXMT \ub17c\ub9ac \ucabd\uc5d0 \uc810\uc218\uac00 \uac04\ub2e4 \u2014 \uac00\uaca9 \uacb0\uc815\ub825\uc774 \uc57d\ud574\uc9c0\uae30 \uc2dc\uc791\ud588\ub2e4\ub294 \uc2e0\ud638.<\/li>\n<li>(\ub098)\ub77c\uba74 \uc624\ud788\ub824 \uc911\ub9bd\uc774\ub2e4 \u2014 \ub77c\uc778 \uc804\ud658(HBM \uc6b0\uc120)\uc774\ub098 \uacc4\uc808\uc131\uc77c \uc218 \uc788\ub2e4.<\/li>\n<\/ul>\n<p>8\uc6d4 20\uc77c \uc804\ud6c4 \ub098\uc624\ub294 <strong>8\uc6d4 1~20\uc77c \uc218\ucd9c \uc7a0\uc815\uce58<\/strong>\uc640 D\ub7a8 \uace0\uc815\uac00\uaca9 8\uc6d4\uce58\uac00 \uc774 \ub458\uc744 \uac08\ub77c\uc904 \uccab \ub370\uc774\ud130\ub2e4. \uadf8\ub54c\uae4c\uc9c0\ub294 \ub2e8\uc815\ud558\uc9c0 \uc54a\ub294 \uac83\uc774 \ub9de\ub2e4.<\/p>\n<hr>\n<h2>4. \uac70\uc2dc \ubc30\uacbd<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\ubcc0\uc218<\/th>\n<th>\uc218\uce58<\/th>\n<th>\uc2dc\uc810<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\uc5f0\uc900 \uc815\ucc45\uae08\ub9ac<\/td>\n<td>3.50~3.75% (7\/29 \ub3d9\uacb0)<\/td>\n<td>\uc778\uc0c1 \uc9c0\uc9c0 <strong>\ubc18\ub300\ud45c 3\uc778<\/strong><\/td>\n<\/tr>\n<tr>\n<td>9\uc6d4 \uc778\uc0c1 \ud655\ub960<\/td>\n<td>\uc57d <strong>60%<\/strong> (\uc2a4\uc651 \uae30\uc900)<\/td>\n<td>7\uc6d4 \ub9d0<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 10\ub144\ubb3c<\/td>\n<td>4.75%<\/td>\n<td>7\/31 \uc885\uac00<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 30\ub144\ubb3c<\/td>\n<td><strong>5.28%<\/strong><\/td>\n<td>7\/31 \uc885\uac00, 2007\ub144 \uc774\ud6c4 \ucd5c\uace0<\/td>\n<\/tr>\n<tr>\n<td>2\ubd84\uae30 ECI<\/td>\n<td><strong>+0.9% QoQ<\/strong> (\uc608\uc0c1 +0.8%), \uc5f0\uac04 \ubcf4\uc0c1 +3.4%<\/td>\n<td>7\/31 \ubc1c\ud45c<\/td>\n<\/tr>\n<tr>\n<td>\ubbf8\uc2dc\uac04 1\ub144 \uae30\ub300\uc778\ud50c\ub808<\/td>\n<td>4.2% \/ 5\ub144 3.3%<\/td>\n<td>7\uc6d4 \ud655\uc815\uce58<\/td>\n<\/tr>\n<tr>\n<td>USD\/KRW<\/td>\n<td><strong>1,424.0\uc6d0<\/strong> (-13.4\uc6d0)<\/td>\n<td>7\/31 \uc885\uac00, 9\uac1c\uc6d4 \ucd5c\uc800<\/td>\n<\/tr>\n<tr>\n<td>WTI<\/td>\n<td>\uc57d 83.9\ub2ec\ub7ec<\/td>\n<td>7\/31<\/td>\n<\/tr>\n<tr>\n<td>\uae08<\/td>\n<td>\uc57d 4,107\ub2ec\ub7ec<\/td>\n<td>7\/31<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\uc5f0\uc900 \ub0b4\ubd80\uc5d0\uc11c \ub85c\ub9ac \ub85c\uac74(\ub308\ub7ec\uc2a4)\uc774 \uae08\ub9ac\uac00 &quot;\uc644\ub9cc\ud558\uac8c&quot; \ub354 \ub192\uc544\uc57c \ud55c\ub2e4\uace0 \ud588\uace0, \ud574\ub9e5(\ud074\ub9ac\ube14\ub79c\ub4dc)\u00b7\uce74\uc2dc\uce74\ub9ac(\ubbf8\ub2c8\uc560\ud3f4\ub9ac\uc2a4)\u00b7\uc6d4\ub7ec(\uc774\uc0ac)\ub3c4 \uae34\ucd95 \ucabd \ubc1c\uc5b8\uc744 \ub0c8\ub2e4. 7\/29 \ud68c\uc758\uc5d0\uc11c 3\uc778\uc774 <strong>\uc778\uc0c1<\/strong>\uc744 \uc8fc\uc7a5\ud558\uba70 \ubc18\ub300\ud45c\ub97c \ub358\uc84c\ub2e4.<\/li>\n<li>\uc6cc\uc2dc \uc758\uc7a5\uc740 \uc758\ud68c\uc5d0\uc11c &quot;\uc9c0\uc18d\uc801\uc73c\ub85c \ub192\uc740 \uc778\ud50c\ub808\uc774\uc158\uc5d0 \ub300\ud55c \uad00\uc6a9\uc740 \uc5c6\ub2e4&quot;\uace0 \ud588\uace0, \ubb3c\uac00\ubaa9\ud45c 2%\ub294 \ud0c0\ud611 \ub300\uc0c1\uc774 \uc544\ub2c8\ub77c\uace0 \uac15\uc870\ud588\ub2e4.<\/li>\n<li>\uc6d0\/\ub2ec\ub7ec 1,420\uc6d0\ub300 \uc9c4\uc785\uc5d0 \ub300\ud574 \ud55c\u00b7\uc77c \uc678\ud658\ub2f9\uad6d \ub3d9\ubc18 \uac1c\uc785\uc124\uc774 \ubcf4\ub3c4\ub410\ub2e4 (\ud655\uc778\ub418\uc9c0 \uc54a\uc740 \uad00\uce21).<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong> \uc9c0\uae08 \ub9e4\ud06c\ub85c\uc5d0\uc11c \uac00\uc7a5 \uc774\uc0c1\ud55c \uc870\ud569\uc740 <strong>\ubbf8\uad6d \uc7a5\uae30\uae08\ub9ac 19\ub144 \ucd5c\uace0 + \uc6d0\ud654 9\uac1c\uc6d4 \ucd5c\uace0<\/strong>\ub2e4. \uad50\uacfc\uc11c\ub300\ub85c\uba74 \ubbf8\uad6d \uae08\ub9ac\uac00 \uc624\ub974\uba74 \ub2ec\ub7ec\uac00 \uac15\ud574\uc9c0\uace0 \uc6d0\ud654\ub294 \uc57d\ud574\uc9c4\ub2e4. \uadf8\uac8c \uc548 \ub418\uace0 \uc788\ub2e4\ub294 \uac83\uc740 \uc6d0\ud654 \uac15\uc138\uc758 \ub3d9\ub825\uc774 \uae08\ub9ac\ucc28\uac00 \uc544\ub2c8\ub77c <strong>\uc218\uae09<\/strong>\uc774\ub77c\ub294 \ub73b\uc774\ub2e4. \uae08\uc694\uc77c \uc678\uad6d\uc778 7.2\uc870\uc6d0 \uc21c\ub9e4\uc218\uac00 \uadf8 \uc218\uae09\uc758 \uc815\uccb4\uc77c \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n<p>\uc5ec\uae30\uc11c \ub098\uc624\ub294 \uc870\uac74\ubd80 \ud310\ub2e8 \ud558\ub098 \u2014 \uc6d0\ud654 \uac15\uc138\uac00 \uc678\uad6d\uc778 \uc8fc\uc2dd \uc21c\ub9e4\uc218\uc5d0 \uae30\ub300\uace0 \uc788\ub2e4\uba74, \uadf8 \uc21c\ub9e4\uc218\uac00 \uba48\ucd94\ub294 \uc21c\uac04 \ud658\uc728\uacfc \uc9c0\uc218\uac00 <strong>\uac19\uc740 \ubc29\ud5a5\uc73c\ub85c<\/strong> \ud568\uaed8 \ud754\ub4e4\ub9b0\ub2e4. \ud3c9\uc18c\uc5d4 \uc644\ucda9\uc7ac \uc5ed\ud560\uc744 \ud558\ub358 \ud658\uc728\uc774 \uc774\ubc88\uc5d4 \uc99d\ud3ed\uae30\ub85c \uc791\ub3d9\ud560 \uc218 \uc788\ub294 \uad6c\uac04\uc774\ub2e4.<\/p>\n<h3>\ud83d\udcd8 \uacf5\ubd80 \ub178\ud2b8 \u2014 30\ub144\ubb3c\uc774 5%\ub97c \ub118\ub294\ub2e4\ub294 \uac8c \ubb34\uc2a8 \ub73b\uc778\uac00<\/h3>\n<p><strong>\uac1c\ub150<\/strong> \u2014 30\ub144\ubb3c \uad6d\ucc44\uae08\ub9ac\ub294 &quot;\uc55e\uc73c\ub85c 30\ub144 \ud3c9\uade0 \ub2e8\uae30\uae08\ub9ac + \uae30\uac04 \ud504\ub9ac\ubbf8\uc5c4&quot;\uc73c\ub85c \ucabc\uac24 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc55e\ubd80\ubd84\uc740 \uc131\uc7a5\u00b7\ubb3c\uac00 \uae30\ub300, \ub4b7\ubd80\ubd84\uc740 <em>\uba40\ub9ac \ube4c\ub824\uc8fc\ub294 \ub370 \ub300\ud55c \ucd94\uac00 \uc694\uad6c \uc218\uc775<\/em>\uc785\ub2c8\ub2e4.<\/p>\n<p><strong>\ube44\uc720<\/strong> \u2014 \uc740\ud589\uc5d0\uc11c 30\ub144 \uace0\uc815 \ub300\ucd9c\uc744 \ubc1b\uc744 \ub54c \uc774\uc790\uac00 \ub192\uc544\uc9c0\ub294 \uc774\uc720\ub294 \ub450 \uac00\uc9c0\uc785\ub2c8\ub2e4. \uc55e\uc73c\ub85c \ubb3c\uac00\uac00 \uc624\ub97c \uac83 \uac19\uc544\uc11c(\uae30\ub300), \uadf8\ub9ac\uace0 30\ub144\uc774\ub098 \ubb36\uc5b4\ub450\ub294 \uac8c \ubd88\uc548\ud574\uc11c(\ud504\ub9ac\ubbf8\uc5c4). \ub458 \uc911 \uc5b4\ub290 \ucabd \ub54c\ubb38\uc5d0 \uc62c\ub790\ub294\uc9c0\uc5d0 \ub530\ub77c \ucc98\ubc29\uc774 \ub2e4\ub985\ub2c8\ub2e4.<\/p>\n<p><strong>\uc2e4\uc81c \uc0ac\ub840<\/strong> \u2014 \uc9c0\uae08 30\ub144\ubb3c\uc774 5.28%\uae4c\uc9c0 \uc628 \uac83\uc740 \ub450 \uac00\uc9c0\uac00 \ud568\uaed8 \uc791\ub3d9\ud55c \uacb0\uacfc\ub85c \ubcf4\uc785\ub2c8\ub2e4. \u2460 9\uc6d4 \uc778\uc0c1 \ud655\ub960 60%\uac00 \ub9d0\ud558\ub294 \uc815\ucc45\uae08\ub9ac \uae30\ub300 \uc0c1\ud5a5, \u2461 \uc7ac\uc815\uc801\uc790\u00b7\uad6d\ucc44 \ubc1c\ud589 \ubd80\ub2f4\uc774 \uc5b9\uc740 \uae30\uac04 \ud504\ub9ac\ubbf8\uc5c4. \uc5ec\uae30\uc11c \uc911\uc694\ud55c \uac83\uc740 30\ub144\ubb3c\uc774 <strong>\uc8fc\uc2dd \ubc38\ub958\uc5d0\uc774\uc158\uc758 \ud560\uc778\uc728<\/strong>\uc774\ub77c\ub294 \uc810\uc785\ub2c8\ub2e4. 30\ub144\ubb3c\uc774 5%\ub300\uc5d0\uc11c \uad73\uc73c\uba74 \uc774\uc775\uc774 \uba3c \ubbf8\ub798\uc5d0 \ubab0\ub824 \uc788\ub294 \uc131\uc7a5\uc8fc(=AI\u00b7\ubc18\ub3c4\uccb4)\uc758 \ud604\uc7ac\uac00\uce58\uac00 \uad6c\uc870\uc801\uc73c\ub85c \ub0ae\uc544\uc9d1\ub2c8\ub2e4. \uc2e4\uc801\uc774 \uc88b\uc544\ub3c4 \uc8fc\uac00\uac00 \uc548 \uc624\ub974\ub294 \uad6c\uac04\uc774 \uc5ec\uae30\uc11c \ub098\uc635\ub2c8\ub2e4. \uadf8\ub798\uc11c \uc9c0\uae08 \ud55c\uad6d \ubc18\ub3c4\uccb4\ub97c \ubcfc \ub54c \uc2e4\uc801\ub9cc\uc774 \uc544\ub2c8\ub77c <strong>\ubbf8\uad6d 30\ub144\ubb3c<\/strong>\uc744 \uac19\uc774 \ubd10\uc57c \ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<hr>\n<h2>5. \ub2e4\uc74c \ud55c\uad6d\uc7a5 (8\/3 \uc6d4 KST) \ud504\ub9ac\ubdf0<\/h2>\n<p><strong>[\uad00\uce21]<\/strong> \uc6d4\uc694\uc77c \uc11c\uc6b8\uc774 \ub9c8\uc8fc\ud558\ub294 \uc7ac\ub8cc\ub97c \uc815\ub9ac\ud558\uba74 \uc774\ub807\ub2e4.<\/p>\n<p><em>\uae0d\uc815 \ucabd<\/em><\/p>\n<ul>\n<li>\uae08\uc694\uc77c \ubbf8\uad6d 3\ub300 \uc9c0\uc218 \ubaa8\ub450 \uc0c1\uc2b9, \uc544\ub9c8\uc874 +14.9%\ub85c AI capex \uc6b0\ub824 \uc644\ud654<\/li>\n<li>\ud55c\uad6d 7\uc6d4 \uc218\ucd9c \uc5ed\ub300 2\uc704, \ubc18\ub3c4\uccb4 410\uc5b5 \ub2ec\ub7ec\u00b7\ubb34\uc5ed\ud751\uc790 303\uc5b5 \ub2ec\ub7ec<\/li>\n<li>\uc678\uad6d\uc778\uc774 \uae08\uc694\uc77c 7.2\uc870\uc6d0 \uc21c\ub9e4\uc218\ub85c \ubc29\ud5a5 \uc804\ud658<\/li>\n<li>\uc6d0\/\ub2ec\ub7ec 1,424\uc6d0 \u2014 \uc678\uad6d\uc778 \uc785\uc7a5\uc5d0\uc11c \ud658\ucc28\uc775 \uae30\ub300\uac00 \ubd99\ub294 \uad6c\uac04<\/li>\n<\/ul>\n<p><em>\ubd80\uc815 \ucabd<\/em><\/p>\n<ul>\n<li>\ubbf8\uad6d\uc5d0\uc11c \uba54\ubaa8\ub9ac(\ub9c8\uc774\ud06c\ub860)\ub9cc \ub530\ub85c \ud558\ub77d \u2014 \uc11c\uc6b8\uc758 \uae08\uc694\uc77c \uc0c1\uc2b9\uacfc \uc815\uba74\uc73c\ub85c \uc5b4\uae0b\ub09c\ub2e4<\/li>\n<li>\uc560\ud50c -7%\ub300\uac00 \ubcf4\uc5ec\uc900 \uc6d0\uac00 \uc804\uac00 \ubb38\uc81c, IDC\uc758 2026\ub144 PC -11.3%\u00b7\uc2a4\ub9c8\ud2b8\ud3f0 -12.9% \uc804\ub9dd<\/li>\n<li>30\ub144\ubb3c 5.28%, 9\uc6d4 \uc778\uc0c1 \ud655\ub960 60% \u2014 \uc131\uc7a5\uc8fc \ud560\uc778\uc728 \ubd80\ub2f4<\/li>\n<li>7\uc6d4 \ucf54\uc2a4\ud53c\uac00 \uacb0\uad6d -20.57%\ub85c \ub05d\ub0ac\ub2e4\ub294 \uc0ac\uc2e4. \uae08\uc694\uc77c \ud558\ub8e8\ub85c \ucd94\uc138\uac00 \ubc14\ub00c\uc5c8\ub2e4\uace0 \ubcf4\uae30\uc5d4 \ud45c\ubcf8\uc774 \ud558\ub8e8\ubfd0\uc774\ub2e4<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong> \uc6d4\uc694\uc77c \ud55c\uad6d\uc7a5\uc744 \ubcfc \ub54c \uc9c0\uc218\uc758 \ub4f1\ub77d\ud3ed\uc740 \uc815\ubcf4\ub7c9\uc774 \uc801\ub2e4. 7\/28 -10.84%\uc640 7\/31 +17.91%\uac00 \uac19\uc740 \uc8fc\uc5d0 \ub098\uc628 \uc2dc\uc7a5\uc740 \uac00\uaca9 \ubc1c\uacac\uc774 \uc815\uc0c1 \uc791\ub3d9\ud558\uc9c0 \uc54a\ub294 \uad6c\uac04\uc774\uace0, \uc774\ub7f0 \uad6d\uba74\uc5d0\uc11c\ub294 <em>\ud558\ub8e8\uc758 \ud06c\uae30<\/em>\ubcf4\ub2e4 <em>\ub808\ubca8\uc758 \uc720\uc9c0<\/em>\uac00 \ud6e8\uc52c \ub9ce\uc740 \uac83\uc744 \ub9d0\ud574\uc900\ub2e4.<\/p>\n<p>\uad6c\uccb4\uc801\uc73c\ub85c\ub294 \uc138 \uce35\uc704\ub85c \ub098\ub220 \ubcf4\ub294 \uac8c \ub0ab\ub2e4.<\/p>\n<ol>\n<li><strong>\uac1c\uc7a5 \uac2d<\/strong> \u2014 \ubbf8\uad6d \uae08\uc694\uc77c \ub9c8\uac10\uc744 \ubc18\uc601\ud574 \uc0c1\uc2b9 \ucd9c\ubc1c\ud560 \uac00\ub2a5\uc131\uc774 \uc788\uc9c0\ub9cc, \ub9c8\uc774\ud06c\ub860 \ud558\ub77d\uc774 \uad6d\ub0b4 \uba54\ubaa8\ub9ac\uc5d0 \uadf8\ub300\ub85c \uc804\uc774\ub420 \uc218\ub3c4 \uc788\ub2e4. \uac2d \ubc29\ud5a5\ubcf4\ub2e4 \uac2d\uc774 \uc7a5\uc911\uc5d0 \uba54\uc6cc\uc9c0\ub294\uc9c0\uac00 \uc2e0\ud638\ub2e4.<\/li>\n<li><strong>\uc218\uae09 \uc8fc\uccb4<\/strong> \u2014 \uae08\uc694\uc77c \uc678\uad6d\uc778 7.2\uc870\ub294 \ud1b5\uc0c1\uc801 \uaddc\ubaa8\uac00 \uc544\ub2c8\ub2e4. \ub418\ub3cc\ub9bc \ub9e4\uc218\uc600\ub2e4\uba74 \uc6d4\uc694\uc77c\uc5d0 \uae09\uaca9\ud788 \uc904\uc5b4\ub4e0\ub2e4. \uac1c\uc778\uc774 -8.3\uc870\ub97c \ud310 \ub4a4 \ub2e4\uc2dc \ub4e4\uc5b4\uc624\ub294\uc9c0\ub3c4 \uac19\uc774 \ubd10\uc57c \ud55c\ub2e4.<\/li>\n<li><strong>\uc885\uac00<\/strong> \u2014 \uc624\uc804 \uac15\uc138\ubcf4\ub2e4 \uc885\uac00\uac00 6,595\uc120 \uc704\uc778\uc9c0\uac00 \ud6e8\uc52c \uc911\uc694\ud558\ub2e4.<\/li>\n<\/ol>\n<hr>\n<h2>6. \uccb4\ud06c\ud3ec\uc778\ud2b8 \u2014 8\/3 \ud55c\uad6d\uc7a5\uc5d0\uc11c \ud655\uc778\ud560 \uac83<\/h2>\n<ol>\n<li><strong>\uc678\uad6d\uc778 \uc21c\ub9e4\uc218 \uc9c0\uc18d \uc5ec\ubd80<\/strong> \u2014 \uae08\uc694\uc77c 7.2\uc870\uac00 \ud558\ub8e8\uc9dc\ub9ac \ub418\ub3cc\ub9bc\uc774\uc5c8\ub294\uc9c0, \ubc29\ud5a5 \uc804\ud658\uc774\uc5c8\ub294\uc9c0. \uc624\uc804 \uc911 \ud750\ub984\uc73c\ub85c \ub300\ub7b5 \uac08\ub9b0\ub2e4.<\/li>\n<li><strong>6,595.45 \ub808\ubca8 \ubc29\uc5b4<\/strong> \u2014 \uc885\uac00 \uae30\uc900\uc73c\ub85c \uae08\uc694\uc77c \uc885\uac00 \uc704\ub97c \uc9c0\ud0a4\ub294\uac00. \uc7a5\uc911 \uace0\uc810\ubcf4\ub2e4 \uc885\uac00\uac00 \ub2f5\uc774\ub2e4.<\/li>\n<li><strong>\ud658\uc728 1,420\uc6d0 \ub77c\uc778<\/strong> \u2014 \ub354 \ub0b4\ub824\uac00\uba74 \uc678\uad6d\uc778 \uc21c\ub9e4\uc218 \uc9c0\uc18d \uc2e0\ud638, \ub418\ub3cc\uc544 \uc624\ub974\uba74 \uae08\uc694\uc77c \uc218\uae09\uc774 \uc77c\ud68c\uc131\uc774\uc5c8\ub2e4\ub294 \uc2e0\ud638. \ub2f9\uad6d \uac1c\uc785\uc124\uc740 \uc544\uc9c1 \ud655\uc778\ub418\uc9c0 \uc54a\uc558\ub2e4.<\/li>\n<li><strong>\ubbf8\uad6d 8\/3 ISM \uc81c\uc870\uc5c5(\uc608\uc0c1 54, \uc804\uc6d4 53.3)<\/strong> \u2014 \uac15\ud558\uac8c \ub098\uc624\uba74 30\ub144\ubb3c\uc774 5.3%\ub97c \ub118\uc5b4\uc124 \uc218 \uc788\ub2e4. \uadf8 \uacbd\uc6b0 \ud654\uc694\uc77c \uc11c\uc6b8\uc740 \uc2e4\uc801\uacfc \ubb34\uad00\ud558\uac8c \ubc38\ub958\uc5d0\uc774\uc158 \uc555\ubc15\uc744 \ubc1b\ub294\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>\uc2dc\uc810<\/th>\n<th>\ub0a0\uc9dc (KST)<\/th>\n<th>\ub0b4\uc6a9<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>D-0<\/td>\n<td>8\/3(\uc6d4)<\/td>\n<td>\ud55c\uad6d\uc7a5 \uac1c\uc7a5 \u00b7 \ubbf8\uad6d 7\uc6d4 ISM \uc81c\uc870\uc5c5 (\uc608\uc0c1 54)<\/td>\n<\/tr>\n<tr>\n<td>D-1<\/td>\n<td>8\/4(\ud654)<\/td>\n<td>\ubbf8\uad6d JOLTS \uad6c\uc778\uac74\uc218<\/td>\n<\/tr>\n<tr>\n<td>D-2<\/td>\n<td>8\/5(\uc218)<\/td>\n<td>\ubbf8\uad6d 7\uc6d4 ISM \uc11c\ube44\uc2a4\uc5c5 \u00b7 AMD\u00b7\ud314\ub780\ud2f0\uc5b4 \uc2e4\uc801<\/td>\n<\/tr>\n<tr>\n<td>D-4<\/td>\n<td>8\/7(\uae08)<\/td>\n<td><strong>\ubbf8\uad6d 7\uc6d4 \uace0\uc6a9\ubcf4\uace0\uc11c(NFP)<\/strong> \u2014 9\uc6d4 \uc778\uc0c1 \ub17c\uc7c1\uc758 \ucd5c\ub300 \ubcc0\uc218<\/td>\n<\/tr>\n<tr>\n<td>D-N<\/td>\n<td>8\uc6d4 \uc911\uc21c<\/td>\n<td>\ubbf8\uad6d 7\uc6d4 CPI \u00b7 \ud55c\uad6d 8\uc6d4 1~20\uc77c \uc218\ucd9c \uc7a0\uc815\uce58<\/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 \uc57d 60% \ud504\ub77c\uc774\uc2f1 \uc911<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr>\n<h2>\uc815\uc815 \uc0ac\ud56d<\/h2>\n<p>\uc5c6\uc74c. (7\/31 AM \ub9ac\ud3ec\ud2b8\uc758 30\ub144\ubb3c 5.23%\ub294 7\/30 \uc885\uac00 \uae30\uc900\uc774\uc5c8\uace0, 7\/31 \uc885\uac00\ub294 5.28%\ub85c \uac31\uc2e0\ub428 \u2014 \uc815\uc815\uc774 \uc544\ub2c8\ub77c \uc2dc\uc810 \ucc28\uc774)<\/p>\n<hr>\n<h2>Sources<\/h2>\n<ul>\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: Dow, S&amp;P 500, Nasdaq rise to cap volatile July (Yahoo Finance)<\/a><\/li>\n<li><a href=\"https:\/\/www.thestreet.com\/stock-market-today\/stock-market-today-dow-jones-sp-500-nasdaq-updates-july-31-2026\">Stock Market Today (July 31, 2026): Dow edges higher as bond yields surge, Apple slides (TheStreet)<\/a><\/li>\n<li><a href=\"https:\/\/www.fool.com\/investing\/2026\/07\/31\/amazons-149-jump-lifts-the-dow-while-apple-drags\/\">Amazon&#39;s 14.9% Jump Lifts the Dow While Apple Drags It Back (Motley Fool)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/31\/apple-aapl-amazon-amzn-stock-today.html\">Alphabet, Amazon and Microsoft added nearly $1.5 trillion in combined value this week (CNBC)<\/a><\/li>\n<li><a href=\"https:\/\/www.fool.com\/investing\/2026\/07\/31\/why-micron-stock-keeps-falling\/\">Why Micron Stock Keeps Falling? (Motley Fool)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/31\/cxmts-sk-hynix-samsung-micron-memory-chip.html\">CXMT&#39;s blockbuster debut in Shanghai sets stage for next test against global memory giants (CNBC)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/27\/cxmt-china-market-debut-chipmaker-ipo.html\">CXMT surges 466% in Shanghai to become China&#39;s most valuable company (CNBC)<\/a><\/li>\n<li><a href=\"https:\/\/newsletter.semianalysis.com\/p\/chinas-cxmt-is-set-to-challenge-dram\">China&#39;s CXMT Is Set to Challenge DRAM Incumbents (SemiAnalysis)<\/a><\/li>\n<li><a href=\"https:\/\/www.tomshardware.com\/pc-components\/ddr5\/cxmts-ddr5-ram-isnt-as-performant-or-as-consistent-as-sk-hynix-dies-early-testing-shows-reveals-resistance-to-voltage-scaling-and-inferior-manual-overclocking-capabilities\">CXMT&#39;s DDR5 RAM isn&#39;t as performant or as consistent as SK hynix dies (Tom&#39;s Hardware)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/31\/treasury-yields-inflation-interest-rates-federal-reserve.html\">Treasury yields climbed Friday as officials call for rate hikes (CNBC)<\/a><\/li>\n<li><a href=\"https:\/\/www.advisorperspectives.com\/dshort\/updates\/2026\/07\/31\/treasury-yields-snapshot-july-31-2026\">Treasury Yields Snapshot: July 31, 2026 (Advisor Perspectives)<\/a><\/li>\n<li><a href=\"https:\/\/www.bls.gov\/news.release\/archives\/eci_07312026.htm\">Employment Cost Index Summary \u2014 2026 Q2 (BLS)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/07\/31\/kevin-warsh-fed-inflation-rate-hike-markets.html\">Analysis: Markets heard a dovish Kevin Warsh. The Fed chairman&#39;s own words suggest a rate hike (CNBC)<\/a><\/li>\n<li><a href=\"https:\/\/www.businesskorea.co.kr\/news\/articleView.html?idxno=273961\">\ub9c8\uac10 \uc2dc\ud669 \u2014 \ucf54\uc2a4\ud53c, \uc678\uad6d\uc778 7\uc870 \uc6d0 \ub9e4\uc218\uc5d0 17.91% \ud3ed\ub4f1 (Businesskorea)<\/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.mt.co.kr\/economy\/2026\/07\/31\/2026073116225851337\">\ud55c\u00b7\uc77c \uc678\ud658\ub2f9\uad6d \ub3d9\ubc18 \uac1c\uc785\uc124\u2026\uc6d0\/\ub2ec\ub7ec 1420\uc6d0\ub300 6\uac1c\uc6d4 \ub9cc\uc5d0 \ucd5c\uc800 (\uba38\ub2c8\ud22c\ub370\uc774)<\/a><\/li>\n<li><a href=\"https:\/\/www.etoday.co.kr\/news\/view\/2609971\">7\uc6d4 \uc218\ucd9c 989\uc5b5\ub2ec\ub7ec &#39;\uc5ed\ub300 2\uc704&#39;\u2026\ubc18\ub3c4\uccb4 \ub450 \ub2ec\uc9f8 400\uc5b5\ub2ec\ub7ec \ub3cc\ud30c (\uc774\ud22c\ub370\uc774)<\/a><\/li>\n<li><a href=\"https:\/\/www.mt.co.kr\/economy\/2026\/08\/01\/2026080108143948329\">7\uc6d4 \uc218\ucd9c 62.8% \ub298\uc5b4\ub09c 989\uc5b5 \ub2ec\ub7ec\u2026\ubc18\ub3c4\uccb4 \uc218\ucd9c 179%\u2191 (\uba38\ub2c8\ud22c\ub370\uc774)<\/a><\/li>\n<li><a href=\"https:\/\/www.etoday.co.kr\/news\/view\/2608400\">CXMT \uc7ac\ucc44\uae30\uc5d0 \uc0bc\uc804\u00b7\ud558\uc774\ub2c9\uc2a4 &#39;\ucd94\ub77d&#39;\u2026\uc7a5\uc911 6000\uc120 \ubd95\uad34 (\uc774\ud22c\ub370\uc774)<\/a><\/li>\n<li><a href=\"https:\/\/www.cmcmarkets.com\/en-gb\/news-and-analysis\/the-week-ahead-us-ism-jobs-report-amd-earnings\">The Week Ahead: US ISM, jobs report, AMD earnings (CMC Markets)<\/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>\uc9c0\ub09c \uae08\uc694\uc77c(\ud55c\uad6d 7\/31) \ucf54\uc2a4\ud53c\ub294 6,595.45\ub85c 17.91% \ud3ed\ub4f1\ud558\uba70 \uc5ed\ub300 \ucd5c\ub300 \uc0c1\uc2b9\ub960\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \uac19\uc740 \ub0a0 \ubc24 \ubbf8\uad6d \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc544\ub9c8\uc874\uc774 14.9% \uc624\ub974\ub294 \ub3d9\uc548 \uba54\ubaa8\ub9ac \ub300\ud45c\uc8fc \ub9c8\uc774\ud06c\ub860\uc740 \uc624\ud788\ub824 \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uc544\ub9c8\uc874\u00b7\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\u00b7\uc54c\ud30c\ubcb3 \uc138 \ud68c\uc0ac\uac00 \ud55c \uc8fc \ub9cc\uc5d0 \uc2dc\uac00\ucd1d\uc561 1\uc8705,000\uc5b5 \ub2ec\ub7ec\ub97c \ub298\ub9ac\ub294 \ub3d9\uc548, \uadf8 \ub3c8\uc744 \ubc1b\uc544\uc57c \ud560 \uba54\ubaa8\ub9ac \ud68c\uc0ac \uc8fc\uac00\ub294 \ubbf8\uad6d\uc5d0\uc11c \ube60\uc9c4 \uac83\uc785\ub2c8\ub2e4. \uc774 \uac04\uadf9\uc758 \uc774\ub984\uc740 CXMT\uc785\ub2c8\ub2e4. 7\uc6d4 27\uc77c \uc0c1\ud558\uc774\uc5d0 \uc0c1\uc7a5\ud55c&#8230;<\/p>\n","protected":false},"author":1,"featured_media":392,"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-397","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\/397","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=397"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/397\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/392"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=397"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=397"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=397"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}