{"id":415,"date":"2026-08-04T12:49:22","date_gmt":"2026-08-04T12:49:22","guid":{"rendered":"https:\/\/wecansurvive.ca\/?p=415"},"modified":"2026-08-04T12:49:22","modified_gmt":"2026-08-04T12:49:22","slug":"2026-08-04%ed%99%94-%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=415","title":{"rendered":"2026.08.04(\ud654) \ubbf8\uad6d \uc99d\uc2dc \uc2dc\ud669 \ucd1d\uc815\ub9ac \u2014 \ub098\uc2a4\ub2e5\u00b7S&#038;P500 \uc804\ub9dd \ud55c\ub208\uc5d0"},"content":{"rendered":"<p>\uc5b4\uc81c \ubbf8\uad6d\uc7a5\uc740 \ub2e4\uc6b0\uac00 53,178.41\ub85c \uc0ac\uc0c1 \ucd5c\uace0\ub97c \ucc0d\uc73c\uba70 1.32% \uc62c\ub790\uace0 S&amp;P500 +1.48%, \ub098\uc2a4\ub2e5 +2.1%\ub85c \ub9c8\uac10\ud588\uc2b5\ub2c8\ub2e4. \uc544\ub9c8\uc874\uc774 4.6% \uc62c\ub77c \uc2dc\uac00\ucd1d\uc561 3\uc870 \ub2ec\ub7ec\ub97c \ucc98\uc74c \ub118\uc5c8\uace0, \uc7a5 \ub9c8\uac10 \ud6c4 \ud314\ub780\ud2f0\uc5b4\uac00 \ub9e4\ucd9c +93%\uc640 \ud070 \ud3ed\uc758 \uac00\uc774\ub358\uc2a4 \uc0c1\ud5a5\uc744 \ub0b4\ub193\uc73c\uba70 \uc624\ub298 \ud504\ub9ac\uc7a5\uc5d0\uc11c 16% \ub6f0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \uc624\ub298 \uc0c8\ubcbd \ud55c\uad6d\uc5d0\uc11c \ub098\uc628 \uc22b\uc790 \ud558\ub098\uac00 \uc774 \ub7a0\ub9ac\uc758 \uc804\uc81c\ub97c \uc870\uc6a9\ud788 \ud754\ub4e4\uc5c8\uc2b5\ub2c8\ub2e4. \ud55c\uad6d 7\uc6d4 \uc18c\ube44\uc790\ubb3c\uac00\ub294 2.8%\ub85c 3\uac1c\uc6d4 \ub9cc\uc5d0 2%\ub300\ub85c \ub0b4\ub824\uc654\ub294\ub370, \uac19\uc740 \ubc1c\ud45c\uc5d0\uc11c <strong>\uadfc\uc6d0\ubb3c\uac00\ub294 2.6%\ub85c \uc624\ud788\ub824 \uc62c\ub790\uc2b5\ub2c8\ub2e4<\/strong>. \uc720\uac00\uac00 \ud5e4\ub4dc\ub77c\uc778\ub9cc \uc53b\uc5b4\ub0b4\uace0 \uadfc\uc6d0\uc740 \uac74\ub4dc\ub9ac\uc9c0 \ubabb\ud55c \uac83\uc785\ub2c8\ub2e4. \ud55c\uad6d\uc740\ud589\uc740 \uace7\ubc14\ub85c &quot;8\uc6d4 \ubc18\ub4f1 \uc608\uc0c1&quot;\uc774\ub77c\uace0 \ub367\ubd99\uc600\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uc9c0\uae08 &quot;\uc720\uac00\uac00 \ub0b4\ub838\uc73c\ub2c8 \uae08\ub9ac\ub3c4 \ub0b4\ub9b0\ub2e4&quot;\uc5d0 \ubca0\ud305\ud558\uace0 \uc788\ub294\ub370, \ubb3c\uac00\uc758 \ubab8\ud1b5\uc740 \ubc18\ub300 \ubc29\ud5a5\uc744 \uac00\ub9ac\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc624\ub298 \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ubcfc \uac83 \u2014 JOLTS \uad6c\uc778\uac74\uc218, \uadf8\ub9ac\uace0 \uc7a5 \ub9c8\uac10 \ud6c4 AMD\u00b7SpaceX \uc2e4\uc801\uc785\ub2c8\ub2e4. \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. 2026.08.04(\ud654) \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\/08\/card_1-3.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/08\/card_2-3.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/08\/card_3-3.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/08\/card_4-3.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/08\/card_5-3.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: 2026-08-04 05:35 PDT (\ud55c\uad6d 8\/4 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 \ud5e4\ub4dc\ub77c\uc778 \ubb3c\uac00\ub294 \ub0b4\ub824\uac14\ub294\ub370 \uadfc\uc6d0\ubb3c\uac00\ub294 \uc62c\ub77c\uac14\ub2e4.<\/strong> \ud55c\uad6d 7\uc6d4 CPI 2.8%(6\uc6d4 3.2% \u2192 3\uac1c\uc6d4 \ub9cc\uc5d0 2%\ub300), \uadf8\ub7ec\ub098 \uc2dd\ub8cc\ud488\u00b7\uc5d0\ub108\uc9c0 \uc81c\uc678 \uadfc\uc6d0\ubb3c\uac00\ub294 2.6%\ub85c \uc804\uc6d4 2.5%\ubcf4\ub2e4 0.1%p \uc0c1\uc2b9. \uad6d\uc81c\uc720\uac00 \ud558\ub77d\uacfc \uc815\ubd80\uc758 \uc11d\uc720 \ucd5c\uace0\uac00\uaca9\uc81c(\ubb3c\uac00\ub97c 0.3%p \ub0ae\ucd98 \uac83\uc73c\ub85c \ucd94\uc815)\uac00 \ud5e4\ub4dc\ub77c\uc778\ub9cc \ub20c\ub800\ub2e4. \ud55c\uad6d\uc740\ud589\uc740 &quot;8\uc6d4 \ubc18\ub4f1 \uc608\uc0c1&quot;\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4.<\/li>\n<li><strong>\uc774 \uad6c\uc870\ub294 \ud55c\uad6d\ub9cc\uc758 \uac83\uc774 \uc544\ub2c8\ub2e4.<\/strong> \ubbf8\uad6d\ub3c4 \uac19\uc740 \uadf8\ub9bc\uc774\ub2e4. \uc9c1\uc804 ISM \uc11c\ube44\uc2a4\uc5c5 \ubb3c\uac00\uc9c0\ubd88\uc774 70.7, \uace0\uc6a9\uc740 45.2\ub85c \uc704\ucd95. \ubb3c\uac00\ub294 \uc548 \ub0b4\ub824\uac00\ub294\ub370 \uace0\uc6a9\uc740 \uc2dd\uc5b4\uac00\ub294 \uc870\ud569\uc774\uba70, \uc774\uac83\uc774 \uc9c0\uae08 \uc5f0\uc900\uc774 \uc778\ud558\uac00 \uc544\ub2c8\ub77c <strong>\uc778\uc0c1<\/strong>\uc744 \uc800\uc6b8\uc9c8\ud558\ub294 \uc774\uc720\ub2e4. \uc815\ucc45\uae08\ub9ac 3.50~3.75%, \uc2dc\uc7a5\uc740 9\uc6d4 +25bp \uc778\uc0c1\uc744 60% \uc548\ud30e\uc73c\ub85c \ud504\ub77c\uc774\uc2f1 \uc911\uc774\ub2e4.<\/li>\n<li><strong>\ubbf8\uad6d\uc740 \uc5b4\uc81c \uc0ac\uc0c1 \ucd5c\uace0\ub97c \ucc0d\uc5c8\ub2e4.<\/strong> \ub2e4\uc6b0 53,178.41 <strong>+1.32%<\/strong>(\uc0ac\uc0c1 \ucd5c\uace0), S&amp;P500 7,600.50 +1.48%, \ub098\uc2a4\ub2e5 25,913.9 +2.1%. \uc544\ub9c8\uc874 +4.6%\ub85c \uc2dc\ucd1d 3\uc870 \ub2ec\ub7ec \uccab \ub3cc\ud30c, \uba54\ud0c0 +6%, MS +4.9%, \uc54c\ud30c\ubcb3 +4.9%, \uc5d4\ube44\ub514\uc544 +2.9%. 10\ub144\ubb3c\uc740 4.676%\ub85c 7bp \ub0b4\ub838\ub2e4.<\/li>\n<li><strong>\ud55c\uad6d\uc740 \ubc18\ub3c4\uccb4\uac00 \uc7a5 \ud6c4\ubc18 \uc0b4\uc544\ub098\uba70 \ubc18\ub4f1\ud588\ub2e4.<\/strong> \ucf54\uc2a4\ud53c 6,358.95 <strong>+1.62%<\/strong>(\uc7a5\uc911 \uc800\uc810 6,080.25, -2.83%), \ucf54\uc2a4\ub2e5 780.72 <strong>+5.88%<\/strong>(3\uac70\ub798\uc77c \uc5f0\uc18d \uc0c1\uc2b9). \ucf54\uc2a4\ud53c\uc5d0\uc11c\ub294 \uc678\uad6d\uc778 -6,464\uc5b5\u00b7\uae30\uad00 -7,017\uc5b5, \uac1c\uc778\uc774 +1\uc8702,124\uc5b5\uc73c\ub85c \ubc1b\uc558\ub2e4. \ucf54\uc2a4\ub2e5\uc740 \uae30\uad00\uc774 +5,447\uc5b5 \uc21c\ub9e4\uc218. 8\/3 \ub9ac\ud3ec\ud2b8\uc5d0\uc11c \uc9da\uc740 &quot;\ubc18\ub3c4\uccb4 \ubc16\uc73c\ub85c\uc758 \uc790\uae08 \uc774\ub3d9&quot;\uc774 3\uc77c\uc9f8 \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4.<\/li>\n<li><strong>\uc624\ub298 \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ubcfc \uac83\uc740 \uc138 \uac00\uc9c0\ub2e4<\/strong> \u2014 \u2460 \ud314\ub780\ud2f0\uc5b4 \ud504\ub9ac\uc7a5 +16%\uac00 \uc885\uac00\uae4c\uc9c0 \uc720\uc9c0\ub418\ub294\uc9c0(AI \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubc38\ub958\uc5d0\uc774\uc158\uc758 \uc628\ub3c4\uacc4) \u2461 \uc624\uc804 JOLTS \uad6c\uc778\uac74\uc218 \u2462 \uc7a5 \ub9c8\uac10 \ud6c4 <strong>AMD \uc2e4\uc801<\/strong>(\ucee8\uc13c \ub9e4\ucd9c 113\uc5b5 \ub2ec\ub7ec, EPS 1.61\ub2ec\ub7ec, \ud575\uc2ec\uc740 MI350 \ucd9c\ud558\uc640 Helios \ub799 \uc218\uc8fc). AI \uac00\uce58\uc0ac\uc2ac\uc5d0\uc11c \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ud3ed\ubc1c\ud558\ub294\ub370 \uba54\ubaa8\ub9ac\ub294 \uc7ac\ud3c9\uac00\ubc1b\ub294 \uc911\uc774\uba70, AMD\uac00 \uadf8 \uc0ac\uc774 \uc5b4\ub514\uc5d0 \uc11c\ub294\uc9c0\uac00 \uc624\ub298\uc758 \uc2dc\ud5d8\ub300\ub2e4.<\/li>\n<\/ol>\n<hr>\n<h2>1. \uc544\uc2dc\uc544 \ub9c8\uac10 \u00b7 \uc720\ub7fd \u00b7 \ubbf8\uad6d \ud504\ub9ac\uc7a5 (8\/4 PDT \uae30\uc900)<\/h2>\n<p><strong>[\uc0ac\uc2e4] \u2014 \uc544\uc2dc\uc544 (\ud55c\uad6d 8\/4 \ub9c8\uac10 \u2192 \ubc34\ucfe0\ubc84 8\/3 23:30 PDT)<\/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><strong>6,358.95<\/strong><\/td>\n<td><strong>+1.62%<\/strong> (+101.50p)<\/td>\n<\/tr>\n<tr>\n<td>KOSDAQ<\/td>\n<td><strong>780.72<\/strong><\/td>\n<td><strong>+5.88%<\/strong> (+43.37p)<\/td>\n<\/tr>\n<tr>\n<td>\ub2c8\ucf00\uc774225<\/td>\n<td>\uc57d 63,410<\/td>\n<td>-0.54% (-344.9p)<\/td>\n<\/tr>\n<tr>\n<td>\ud56d\uc14d<\/td>\n<td>\u2014<\/td>\n<td>-0.35% (-90.4p)<\/td>\n<\/tr>\n<tr>\n<td>\uc0c1\ud574\uc885\ud569<\/td>\n<td>3,822.28<\/td>\n<td>+0.33% (+12.62p)<\/td>\n<\/tr>\n<tr>\n<td>USD\/KRW<\/td>\n<td><strong>1,427.5\uc6d0<\/strong><\/td>\n<td>-0.13% (\uc6d0\ud654 \uc18c\ud3ed \uac15\uc138)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\ucf54\uc2a4\ud53c\ub294 \uc7a5\uc911 <strong>6,080.25(-2.83%)<\/strong> \uae4c\uc9c0 \ubc00\ub838\ub2e4\uac00 \uc7a5 \ud6c4\ubc18 \ubc18\ub3c4\uccb4 \ub300\ud615\uc8fc\uac00 \ud68c\ubcf5\ub418\uba70 \uc0c1\uc2b9 \uc804\ud658\ud588\ub2e4. \ud558\ub8e8 \uc548\uc5d0\uc11c \uace0\uc800 \ucc28\uc774\uac00 4.5%p \ub118\uac8c \ubc8c\uc5b4\uc9c4 \ud558\ub8e8\ub2e4.<\/li>\n<li>\ucf54\uc2a4\ud53c \uc218\uae09 \u2014 \uac1c\uc778 <strong>+1\uc8702,124\uc5b5\uc6d0<\/strong>, \uc678\uad6d\uc778 -6,464\uc5b5\uc6d0, \uae30\uad00 -7,017\uc5b5\uc6d0.<\/li>\n<li>\ucf54\uc2a4\ub2e5 \uc218\uae09 \u2014 \uae30\uad00 <strong>+5,447\uc5b5\uc6d0<\/strong>, \uac1c\uc778 -2,755\uc5b5\uc6d0, \uc678\uad6d\uc778 -2,568\uc5b5\uc6d0. \ucf54\uc2a4\ud53c\uc640 \uc815\ubc18\ub300 \ubc29\ud5a5\uc774\ub2e4.<\/li>\n<li>\uc6d0\ud654\ub294 \uc9c0\ub09c \ud55c \ub2ec \uc57d 6.6% \uac15\uc138. 2026\ub144 \uace0\uc810 1,559\uc6d0 \ub300\ube44 \ud06c\uac8c \ub418\ub3cc\uc544\uc654\ub2e4.<\/li>\n<\/ul>\n<p><strong>[\uc0ac\uc2e4] \u2014 \ubbf8\uad6d 8\/3(\uc6d4) \ub9c8\uac10<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\uc9c0\uc218<\/th>\n<th>\uc885\uac00<\/th>\n<th>\ubcc0\ub3d9<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ub2e4\uc6b0<\/td>\n<td><strong>53,178.41<\/strong><\/td>\n<td><strong>+1.32%<\/strong> (+693.38p, \uc0ac\uc0c1 \ucd5c\uace0)<\/td>\n<\/tr>\n<tr>\n<td>S&amp;P 500<\/td>\n<td><strong>7,600.50<\/strong><\/td>\n<td>+1.48%<\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5 \uc885\ud569<\/td>\n<td><strong>25,913.9<\/strong><\/td>\n<td>+2.1%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\uc544\ub9c8\uc874 <strong>+4.6%<\/strong> \u2014 \uc2dc\uac00\ucd1d\uc561 3\uc870 \ub2ec\ub7ec \uccab \ub3cc\ud30c. \uba54\ud0c0 +6%, MS +4.9%, \uc54c\ud30c\ubcb3 +4.9%, \ud14c\uc2ac\ub77c +3.5%, \uc5d4\ube44\ub514\uc544 +2.9%.<\/li>\n<li>\uc720\ub7fd\uc740 STOXX 50 +0.9%, STOXX 600 +0.3%\ub85c \ub9c8\uac10\ud588\ub2e4.<\/li>\n<\/ul>\n<p><strong>[\uc0ac\uc2e4] \u2014 \ubbf8\uad6d \uc120\ubb3c \u00b7 \uae08\ub9ac \u00b7 \uc6d0\uc790\uc7ac (8\/4 \ud504\ub9ac\uc7a5 ET)<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\ud56d\ubaa9<\/th>\n<th>\uc218\uce58<\/th>\n<th>\ube44\uace0<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ub2e4\uc6b0 \uc120\ubb3c<\/td>\n<td>+0.8%<\/td>\n<td>\uc5b4\uc81c \uc0ac\uc0c1 \ucd5c\uace0 \uc774\ud6c4 \ucd94\uac00 \uc0c1\uc2b9<\/td>\n<\/tr>\n<tr>\n<td>S&amp;P 500 \uc120\ubb3c<\/td>\n<td>+0.3%<\/td>\n<td>\u2014<\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5100 \uc120\ubb3c<\/td>\n<td><strong>+0.9%<\/strong><\/td>\n<td>\ud314\ub780\ud2f0\uc5b4 \ud6a8\uacfc<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 2\ub144\ubb3c<\/td>\n<td>4.241%<\/td>\n<td>8\/3 -5bp<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 10\ub144\ubb3c<\/td>\n<td><strong>4.676%<\/strong><\/td>\n<td>8\/3 -7bp (2\ub144\ubb3c\ubcf4\ub2e4 \ud070 \ub099\ud3ed)<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 30\ub144\ubb3c<\/td>\n<td>5.226%<\/td>\n<td>8\/3 -4bp \uc774\uc0c1<\/td>\n<\/tr>\n<tr>\n<td>2s10s \uc2a4\ud504\ub808\ub4dc<\/td>\n<td>\uc57d <strong>+43bp<\/strong><\/td>\n<td>\uc18c\ud3ed \uc2a4\ud2f0\ud504\ub2dd<\/td>\n<\/tr>\n<tr>\n<td>WTI<\/td>\n<td><strong>80\ub2ec\ub7ec \ubd80\uadfc<\/strong><\/td>\n<td>8\/3 -5~6% \uae09\ub77d \ud6c4 \uc18c\ud3ed \ubc18\ub4f1<\/td>\n<\/tr>\n<tr>\n<td>\ube0c\ub80c\ud2b8<\/td>\n<td>83~84\ub2ec\ub7ec<\/td>\n<td>8\/3 -4.8%<\/td>\n<\/tr>\n<tr>\n<td>\uae08<\/td>\n<td>4,114\ub2ec\ub7ec<\/td>\n<td>+0.18%<\/td>\n<\/tr>\n<tr>\n<td>DXY<\/td>\n<td>99.7<\/td>\n<td>100 \uc544\ub798 \uc720\uc9c0<\/td>\n<\/tr>\n<tr>\n<td>VIX<\/td>\n<td><strong>16.06<\/strong><\/td>\n<td>\ub0ae\uc740 \uc218\uc900 \uc720\uc9c0<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr>\n<h2>2. \uc624\ub298\uc758 \ud575\uc2ec \u2014 \uc720\uac00\ub294 \ud5e4\ub4dc\ub77c\uc778\ub9cc \uc53b\uc5b4\ub0c8\ub2e4, \ubab8\ud1b5\uc740 \uadf8\ub300\ub85c\ub2e4<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong> \uad6d\uac00\ub370\uc774\ud130\ucc98\uac00 8\/4 \ubc1c\ud45c\ud55c 7\uc6d4 \uc18c\ube44\uc790\ubb3c\uac00\ub3d9\ud5a5\uc5d0 \ub530\ub974\uba74 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218\ub294 119.77\ub85c \uc804\ub144 \ub3d9\uc6d4 \ub300\ube44 <strong>2.8%<\/strong> \uc0c1\uc2b9\ud588\ub2e4. 4\uc6d4 2.6% \u2192 5\uc6d4 3.1% \u2192 6\uc6d4 3.2%\ub85c \uc62c\ub77c\uac00\ub358 \ud750\ub984\uc774 3\uac1c\uc6d4 \ub9cc\uc5d0 2%\ub300\ub85c \uaebe\uc600\ub2e4. \uad6d\uc81c\uc720\uac00 \ud558\ub77d\uacfc \uc815\ubd80\uc758 \uc11d\uc720\ub958 \ucd5c\uace0\uac00\uaca9\uc81c \uc2dc\ud589\uc774 \ubc30\uacbd\uc774\uba70, \ucd5c\uace0\uac00\uaca9\uc81c\ub9cc\uc73c\ub85c \ubb3c\uac00\ub97c \uc57d 0.3%p \ub0ae\ucd98 \uac83\uc73c\ub85c \ucd94\uc815\ub41c\ub2e4.<\/p>\n<p><strong>[\uc0ac\uc2e4]<\/strong> \uadf8\ub7f0\ub370 \uac19\uc740 \ubc1c\ud45c\uc758 \ub2e4\ub978 \uc904\uc774 \ub354 \uc911\uc694\ud558\ub2e4. <strong>\uc2dd\ub8cc\ud488\u00b7\uc5d0\ub108\uc9c0 \uc81c\uc678 \uadfc\uc6d0\ubb3c\uac00\ub294 2.6%\ub85c, \uc804\uc6d4 2.5%\ubcf4\ub2e4 0.1%p \uc62c\ub790\ub2e4.<\/strong> \uadfc\uc6d0\ubb3c\uac00 \uae30\uc900\uc73c\ub85c\ub294 31\uac1c\uc6d4 \ub9cc\uc758 \ucd5c\uace0 \uc218\uc900\uc774\ub2e4. \ud55c\uad6d\uc740\ud589\uc740 \ubc1c\ud45c \uc9c1\ud6c4 &quot;\ub192\uc740 \uadfc\uc6d0\ubb3c\uac00\uac00 \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4&quot;, &quot;8\uc6d4\uc5d0\ub294 \ubc18\ub4f1\uc774 \uc608\uc0c1\ub41c\ub2e4&quot;\uace0 \ubc1d\ud614\ub2e4.<\/p>\n<p><strong>[\uad00\uce21]<\/strong> \uc774 \ub450 \uc904\uc744 \ubd99\uc5ec \uc77d\uc73c\uba74 \uadf8\ub9bc\uc774 \uc120\uba85\ud574\uc9c4\ub2e4.<\/p>\n<blockquote>\n<p><strong>\uc720\uac00 \ud558\ub77d\uc740 \ubb3c\uac00\uc9c0\uc218\uc758 \uac89\uba74\uc744 \uc53b\uc5b4\ub0c8\uc9c0\ub9cc, \ubb3c\uac00\uc758 \ubab8\ud1b5\uc740 \uc624\ud788\ub824 \uad73\uc5b4\uc9c0\uace0 \uc788\ub2e4.<\/strong><\/p>\n<\/blockquote>\n<p>\ud5e4\ub4dc\ub77c\uc778 CPI\ub294 \uc720\uac00\u00b7\ub18d\uc0b0\ubb3c\ucc98\ub7fc \ubcc0\ub3d9\uc131\uc774 \ud070 \ud56d\ubaa9\uc744 \ud3ec\ud568\ud55c\ub2e4. \uadf8\ub798\uc11c \uc720\uac00\uac00 \uae09\ub77d\ud558\uba74 \ud5e4\ub4dc\ub77c\uc778\uc740 \ubc14\ub85c \ub0b4\ub824\uac04\ub2e4. \ubc18\uba74 \uadfc\uc6d0\ubb3c\uac00\ub294 \uc11c\ube44\uc2a4\u00b7\uc784\ub300\ub8cc\u00b7\uc784\uae08\ucc98\ub7fc <strong>\ud55c \ubc88 \uc624\ub974\uba74 \uc798 \uc548 \ub0b4\ub824\uac00\ub294 \ud56d\ubaa9<\/strong>\uc758 \uc628\ub3c4\ub97c \uc7b0\ub2e4. \uc911\uc559\uc740\ud589\uc774 \uc2e4\uc81c\ub85c \ubcf4\ub294 \uac83\uc740 \ud6c4\uc790\ub2e4.<\/p>\n<p><strong>[\uad00\uce21] \uc774 \uad6c\uc870\uac00 \ubbf8\uad6d\uc5d0\uc11c\ub3c4 \ub611\uac19\ub2e4.<\/strong> \uc9c1\uc804 ISM \uc11c\ube44\uc2a4\uc5c5\uc758 \uc138\ubd80 \ud56d\ubaa9\uc744 \ubcf4\uba74 \u2014 \ubb3c\uac00\uc9c0\ubd88(Prices Paid) <strong>70.7<\/strong>, \uc2e0\uaddc\uc8fc\ubb38 60.6, \uace0\uc6a9 <strong>45.2<\/strong>. \ubb3c\uac00\ub294 70\ub300\uc5d0\uc11c \uc548 \ub0b4\ub824\uc624\ub294\ub370 \uace0\uc6a9\uc740 50 \uc544\ub798(\uc704\ucd95)\uc5d0 \uc788\ub2e4. \uc5b4\uc81c \ubc1c\ud45c\ub41c 7\uc6d4 ISM \uc81c\uc870\uc5c5\ub3c4 \ubcf8\uc9c0\uc218 55.6, \ubb3c\uac00\uc9c0\ubd88 71.1\ub85c \ub458 \ub2e4 \uc608\uc0c1\uc744 \uc6c3\ub3cc\uc558\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d \u2014 \uadf8\ub798\uc11c \ubb34\uc5c7\uc774 \uac78\ub824 \uc788\ub098]<\/strong> \uc9c0\uae08 \ubbf8\uad6d \uc8fc\uc2dd\uc2dc\uc7a5\uc774 \uc0ac\uc0c1 \ucd5c\uace0\ub97c \ucc0d\ub294 \uadfc\uac70\ub294 \ub300\uccb4\ub85c \uc774 \uc0ac\uc2ac\uc774\ub2e4.<\/p>\n<blockquote>\n<p>\uc720\uac00\u2193 \u2192 \uc778\ud50c\ub808\u2193 \u2192 \uc5f0\uc900 \uae34\ucd95 \uc555\ub825\u2193 \u2192 \uc7a5\uae30\uae08\ub9ac\u2193 \u2192 \uc131\uc7a5\uc8fc \ud560\uc778\uc728\u2193 \u2192 \uc8fc\uac00\u2191<\/p>\n<\/blockquote>\n<p>\uc624\ub298 \ud55c\uad6d CPI\ub294 \uc774 \uc0ac\uc2ac\uc758 <strong>\ub450 \ubc88\uc9f8 \uace0\ub9ac\uc5d0 \uade0\uc5f4<\/strong>\uc744 \ubcf4\uc5ec\uc92c\ub2e4. \uc720\uac00\ub294 \ub0b4\ub838\ub294\ub370 \uadfc\uc6d0 \uc778\ud50c\ub808\ub294 \uc548 \ub0b4\ub838\ub2e4. \ubbf8\uad6d\uc758 7\uc6d4 CPI\ub294 8\/12 \ubc1c\ud45c\uc778\ub370, \ub9cc\uc57d \uc5ec\uae30\uc11c\ub3c4 \uac19\uc740 \ud328\ud134(\ud5e4\ub4dc\ub77c\uc778 \ub454\ud654 + \uadfc\uc6d0 \uace0\ucc29)\uc774 \ub098\uc624\uba74 9\uc6d4 FOMC\uc758 \uc778\uc0c1 \ub17c\uc758\ub294 \uc624\ud788\ub824 \uac15\ud654\ub41c\ub2e4. \ud604\uc7ac \uc5f0\uc900 \uc815\ucc45\uae08\ub9ac\ub294 3.50~3.75%\uc774\uace0, \uc2dc\uc7a5\uc740 9\uc6d4 +25bp <strong>\uc778\uc0c1<\/strong> \ud655\ub960\uc744 60% \uc548\ud30e\uc73c\ub85c \ubcf4\uace0 \uc788\ub2e4. <em>\uc62c\ud574 \uc2dc\uc7a5\uc740 \uc778\ud558\ub97c \uae30\ub2e4\ub9ac\uba70 \uc2dc\uc791\ud588\ub294\ub370, \uc9c0\uae08\uc740 \uc778\uc0c1\uc744 \uac71\uc815\ud558\uace0 \uc788\ub2e4.<\/em><\/p>\n<p><strong>[\ud574\uc11d \u2014 \uade0\ud615\uc744 \uc704\ud574]<\/strong> \ubc18\ub300 \ub17c\ub9ac\ub3c4 \ubd84\uba85\ud788 \uc788\ub2e4. \u2460 \uc720\uac00 \ud558\ub77d\uc774 8\uc6d4 \ub0b4\ub0b4 \uc720\uc9c0\ub418\uba74 \uadfc\uc6d0\ubb3c\uac00 \uc548\uc758 \uc6b4\uc1a1\u00b7\uc720\ud2f8\ub9ac\ud2f0 \ud56d\ubaa9\uc5d0\ub3c4 \uc2dc\ucc28\ub97c \ub450\uace0 \uc2a4\uba70\ub4e0\ub2e4 \u2014 \uadfc\uc6d0\uc758 \ubc18\uc751\uc740 3~6\uac1c\uc6d4 \ub2a6\ub2e4. \u2461 \uace0\uc6a9(ISM \uc11c\ube44\uc2a4\uc5c5 \uace0\uc6a9 45.2)\uc774 \uc2dd\uace0 \uc788\ub2e4\uba74 \uc784\uae08\ubc1c \uadfc\uc6d0 \uc555\ub825\uc740 \uc790\uc5f0\ud788 \uc57d\ud574\uc9c4\ub2e4. \u2462 \ud55c\uad6d\uc758 \uadfc\uc6d0 \uc0c1\uc2b9 0.1%p\ub294 \uc808\ub300 \ud3ed\uc73c\ub85c \ud06c\uc9c0 \uc54a\ub2e4.<\/p>\n<p>\uc989 \uc9c0\uae08\uc740 <strong>&quot;\uc778\ud50c\ub808\uac00 \uc7ac\uc810\ud654\ub410\ub2e4&quot;\uace0 \ub2e8\uc815\ud560 \uad6d\uba74\uc774 \uc544\ub2c8\ub77c, &quot;\uc720\uac00\ubc1c \uc644\ud654\ub97c \uc778\ud50c\ub808 \uc2b9\ub9ac\ub85c \ucc29\uac01\ud558\uc9c0 \ub9d0\uc544\uc57c \ud558\ub294&quot; \uad6d\uba74<\/strong>\uc774\ub2e4. \uc5b4\ub290 \ucabd\uc778\uc9c0\ub294 8\/12 \ubbf8\uad6d CPI\uc758 \uadfc\uc6d0 \ud56d\ubaa9\uc774 \uac08\ub77c\uc900\ub2e4.<\/p>\n<hr>\n<h2>3. \ub450 \ubc88\uc9f8 \ubcc0\uc218 \u2014 AI\ub294 \ud558\ub098\uac00 \uc544\ub2c8\ub2e4: \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ud3ed\ubc1c, \uba54\ubaa8\ub9ac\ub294 \uc7ac\ud3c9\uac00<\/h2>\n<p><strong>[\uc0ac\uc2e4] \ud314\ub780\ud2f0\uc5b4 2\ubd84\uae30 (8\/3 \uc7a5 \ub9c8\uac10 \ud6c4)<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\ud56d\ubaa9<\/th>\n<th>\uc2e4\uc801<\/th>\n<th>\ube44\uace0<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ub9e4\ucd9c<\/td>\n<td><strong>19.4\uc5b5 \ub2ec\ub7ec<\/strong><\/td>\n<td>\uc804\ub144 \ub300\ube44 <strong>+93%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\ubbf8\uad6d \uc0c1\uc5c5 \ubd80\ubb38<\/td>\n<td>7.64\uc5b5 \ub2ec\ub7ec<\/td>\n<td><strong>+149%<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\ubbf8\uad6d \uc815\ubd80 \ubd80\ubb38<\/td>\n<td>8.09\uc5b5 \ub2ec\ub7ec<\/td>\n<td>+90%<\/td>\n<\/tr>\n<tr>\n<td>\ubbf8\uad6d \ub9e4\ucd9c \ud569\uacc4<\/td>\n<td>15.7\uc5b5 \ub2ec\ub7ec<\/td>\n<td>+115%<\/td>\n<\/tr>\n<tr>\n<td>\uc21c\uc774\uc775<\/td>\n<td>10.6\uc5b5 \ub2ec\ub7ec (EPS 0.41\ub2ec\ub7ec)<\/td>\n<td>\uc804\ub144 3.27\uc5b5 \ub2ec\ub7ec (0.13\ub2ec\ub7ec)<\/td>\n<\/tr>\n<tr>\n<td>\uc5f0\uac04 \ub9e4\ucd9c \uac00\uc774\ub358\uc2a4<\/td>\n<td><strong>81.5~81.6\uc5b5 \ub2ec\ub7ec<\/strong><\/td>\n<td>\uae30\uc874 76.5~76.6\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c \uc0c1\ud5a5<\/td>\n<\/tr>\n<tr>\n<td>\uc5f0\uac04 \uc870\uc815 \uc601\uc5c5\uc774\uc775<\/td>\n<td>48.9~49.1\uc5b5 \ub2ec\ub7ec<\/td>\n<td>\uae30\uc874 \uc0c1\ub2e8 44.5\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c \uc0c1\ud5a5<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\ud504\ub9ac\uc7a5\uc5d0\uc11c <strong>+16%<\/strong>. \uce90\ud130\ud544\ub7ec\ub3c4 \ubd84\uae30 \ub9e4\ucd9c\uc774 \ucc98\uc74c\uc73c\ub85c 200\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uae30\uba70 \ud504\ub9ac\uc7a5 +9%\ub2e4. \uce90\ud130\ud544\ub7ec\ub294 \ub2e4\uc6b0 \uad6c\uc131 \uc885\ubaa9 \uc911 \uc2dc\ucd1d 2\uc704\uc774\uc790 AI \ub370\uc774\ud130\uc13c\ud130 \uac74\uc124\uc758 \uc218\ud61c \ucd95\uc774\ub2e4.<\/p>\n<p><strong>[\uad00\uce21]<\/strong> \uc9c0\ub09c 2\uc8fc\uac04 \ud55c\uad6d\u00b7\ubbf8\uad6d \uba54\ubaa8\ub9ac\ub294 \ubc18\ub300 \ubc29\ud5a5\uc774\uc5c8\ub2e4. 7\/28 \ucf54\uc2a4\ud53c\ub294 SK\ud558\uc774\ub2c9\uc2a4 \uc2e4\uc801 \uc1fc\ud06c\ub85c <strong>-10.8%<\/strong>(6,012.66) \ud558\ub77d\ud558\uba70 \uc0ac\uc774\ub4dc\uce74\uc640 \uc11c\ud0b7\ube0c\ub808\uc774\ucee4\uac00 \ub3d9\uc2dc\uc5d0 \ubc1c\ub3d9\ub410\ub2e4. 2026\ub144 \ub4e4\uc5b4 \ucf54\uc2a4\ud53c \uc11c\ud0b7\ube0c\ub808\uc774\ucee4\ub294 9\ud68c \u2014 2000\ub144 \uc774\ud6c4 \ucd1d 15\ud68c \uc911 \uc808\ubc18 \uc774\uc0c1\uc774 \uc62c\ud574\uc5d0 \ubab0\ub824 \uc788\ub2e4. \uc0ac\uc774\ub4dc\uce74 \ubc1c\ub3d9\uc740 2008\ub144 \uae08\uc735\uc704\uae30 \uc5f0\uac04 \uae30\ub85d(26\ud68c)\uc744 \uc774\ubbf8 \ub118\uacbc\ub2e4.<\/p>\n<p>\uac19\uc740 \uae30\uac04 \ubbf8\uad6d\uc5d0\uc11c\ub294 \ud314\ub780\ud2f0\uc5b4\uac00 \ub9e4\ucd9c\uc744 93% \ub298\ub9ac\uace0 \uac00\uc774\ub358\uc2a4\ub97c 6% \uc774\uc0c1 \uc62c\ub838\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d]<\/strong> \uc774 \ub300\uc870\ub97c &quot;AI \ud68c\uc758\ub860\uc774 \uc654\ub2e4&quot;\ub85c \uc77d\uc73c\uba74 \uc808\ubc18\ub9cc \ub9de\ub2e4. \ub370\uc774\ud130\uac00 \ub9d0\ud558\ub294 \uac83\uc740 \ud68c\uc758\ub860\uc774 \uc544\ub2c8\ub77c <strong>AI \uac00\uce58\uc0ac\uc2ac \uc548\uc5d0\uc11c\uc758 \uc7ac\ubc30\uce58<\/strong>\uc5d0 \uac00\uae5d\ub2e4.<\/p>\n<ul>\n<li><strong>\ud558\ub4dc\uc6e8\uc5b4 \ud558\ub2e8(\uba54\ubaa8\ub9ac)<\/strong> \u2014 \ubc94\uc6a9\uc7ac\uc5d0 \uac00\uae5d\ub2e4. \uacf5\uae09\uc774 \ub298\uba74 \uac00\uaca9\uc774 \ubb34\ub108\uc9c4\ub2e4. \uc911\uad6d CXMT\uc758 \ubd80\uc0c1, \uc0bc\uc131\u00b7SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc99d\uc124 \uacbd\uc7c1\uc774 \uc5ec\uae30\uc5d0 \uc9c1\uc811 \ubd99\ub294\ub2e4. &quot;AI \uc218\uc694\uac00 \ud06c\ub2e4&quot;\uac00 \uace7 &quot;\uba54\ubaa8\ub9ac \ud68c\uc0ac\uac00 \ub3c8\uc744 \ubc88\ub2e4&quot;\ub85c \uc774\uc5b4\uc9c0\uc9c0 \uc54a\ub294\ub2e4.<\/li>\n<li><strong>\ud558\ub4dc\uc6e8\uc5b4 \uc0c1\ub2e8(\uac00\uc18d\uae30)<\/strong> \u2014 \uc5d4\ube44\ub514\uc544\u00b7AMD. \uc544\uc9c1 \uc9c4\uc785\uc7a5\ubcbd\uc774 \ub192\uc9c0\ub9cc \uacbd\uc7c1\uc774 \ubd99\uae30 \uc2dc\uc791\ud588\ub2e4.<\/li>\n<li><strong>\uc18c\ud504\ud2b8\uc6e8\uc5b4\u00b7\ud50c\ub7ab\ud3fc<\/strong> \u2014 \ud314\ub780\ud2f0\uc5b4. \uace0\uac1d\ub2f9 \ub9e4\ucd9c\uc774 \ub298\uc5b4\ub0a0\uc218\ub85d \ud55c\uacc4\ube44\uc6a9\uc774 \uac70\uc758 \ubd99\uc9c0 \uc54a\ub294\ub2e4. \ubbf8\uad6d \uc0c1\uc5c5 \ubd80\ubb38 +149%\ub294 &quot;AI\ub97c \uc2e4\uc81c\ub85c \uc4f0\uae30 \uc2dc\uc791\ud55c \uae30\uc5c5\uc774 \ub298\uace0 \uc788\ub2e4&quot;\ub294 \uc2e0\ud638\ub2e4.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d \u2014 \uc624\ub298\uc758 \uc2dc\ud5d8\ub300]<\/strong> \uc624\ub298 \uc7a5 \ub9c8\uac10 \ud6c4 <strong>AMD \uc2e4\uc801<\/strong>\uc774 \uc774 \uad6c\ub3c4\uc758 \uc911\uac04 \uc9c0\uc810\uc744 \ucc0d\ub294\ub2e4. \ucee8\uc13c\uc11c\uc2a4\ub294 \ub9e4\ucd9c 113\uc5b5 \ub2ec\ub7ec, \uc870\uc815 EPS 1.61\ub2ec\ub7ec. \ub2e4\ub9cc \uc2dc\uc7a5\uc774 \uc2e4\uc81c\ub85c \ubcf4\ub294 \uac83\uc740 \ubd84\uae30 \uc22b\uc790\uac00 \uc544\ub2c8\ub77c <strong>Helios \ub799 \uc2a4\ucf00\uc77c \uc2dc\uc2a4\ud15c\uc758 \uc218\uc8fc \uaddc\ubaa8\uc640 MI350 \ucd9c\ud558 \uac00\uc774\ub358\uc2a4<\/strong>\ub2e4. \uc5ec\uae30\uac00 \uac15\ud558\uba74 &quot;\uac00\uc18d\uae30 \uc0c1\ub2e8\uc740 \uc5ec\uc804\ud788 \uc88b\ub2e4&quot;\uac00 \ud655\uc778\ub418\uace0, \uc57d\ud558\uba74 &quot;AI \ud558\ub4dc\uc6e8\uc5b4 \uc804\ubc18\uc758 \uc7ac\ud3c9\uac00&quot;\ub77c\ub294 \ud574\uc11d\uc774 \ud798\uc744 \uc5bb\ub294\ub2e4.<\/p>\n<p>\ud55c\uad6d \uc2dc\uc7a5 \uc785\uc7a5\uc5d0\uc11c\ub3c4 \ub0a8\uc758 \uc77c\uc774 \uc544\ub2c8\ub2e4. AMD\uac00 HBM \uc218\uc694\ub97c \uc7ac\ud655\uc778\ud574\uc8fc\uba74 \uc0bc\uc131\u00b7SK\ud558\uc774\ub2c9\uc2a4\uc5d0\ub3c4 \uac04\uc811 \uc7ac\ub8cc\uac00 \ub418\uace0, \ubc18\ub300\uba74 \uc624\ub298\uc758 \ubc18\ub4f1\uc740 \ud558\ub8e8\uc9dc\ub9ac\uac00 \ub41c\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%<\/td>\n<td>7\/29 \ub3d9\uacb0<\/td>\n<\/tr>\n<tr>\n<td>9\uc6d4 \uc778\uc0c1 \ud655\ub960<\/td>\n<td>\uc57d 60%<\/td>\n<td>FedWatch \uae30\uc900<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 2\ub144\ubb3c<\/td>\n<td>4.241% (-5bp)<\/td>\n<td>8\/3 \ub9c8\uac10<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 10\ub144\ubb3c<\/td>\n<td><strong>4.676%<\/strong> (-7bp)<\/td>\n<td>8\/3 \ub9c8\uac10<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 30\ub144\ubb3c<\/td>\n<td>5.226% (-4bp \uc774\uc0c1)<\/td>\n<td>8\/3 \ub9c8\uac10, \uc9c0\ub09c\uc8fc 5.28%(2007\ub144 \uc774\ud6c4 \ucd5c\uace0)<\/td>\n<\/tr>\n<tr>\n<td>WTI<\/td>\n<td>80\ub2ec\ub7ec \ubd80\uadfc<\/td>\n<td>8\/4 \ud504\ub9ac\uc7a5<\/td>\n<\/tr>\n<tr>\n<td>\uae08<\/td>\n<td>4,114\ub2ec\ub7ec (+0.18%)<\/td>\n<td>8\/4 \ud504\ub9ac\uc7a5<\/td>\n<\/tr>\n<tr>\n<td>DXY<\/td>\n<td>99.7<\/td>\n<td>8\/4<\/td>\n<\/tr>\n<tr>\n<td>USD\/KRW<\/td>\n<td>1,427.5\uc6d0 (-0.13%)<\/td>\n<td>8\/4 KST \ub9c8\uac10<\/td>\n<\/tr>\n<tr>\n<td>VIX<\/td>\n<td>16.06<\/td>\n<td>8\/4<\/td>\n<\/tr>\n<tr>\n<td>\ud55c\uad6d 7\uc6d4 CPI<\/td>\n<td><strong>2.8%<\/strong> (\uadfc\uc6d0 2.6%)<\/td>\n<td>8\/4 \ubc1c\ud45c<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>[\uad00\uce21] \uc9c0\uc815\ud559 \u2014 \uc774\ub780 \ud611\uc0c1\uc740 \uc544\uc9c1 \ud655\uc778\ub418\uc9c0 \uc54a\uc558\ub2e4.<\/strong> \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 \uacc4\ud68d\ud588\ub358 \uc774\ub780 \ud0c0\uaca9\uc744 \ubcf4\ub958\ud588\uace0, \uc81c\uc548\ub41c \ud569\uc758\uc5d0 &quot;\ud638\ub974\ubb34\uc988 \ud574\ud611\uc758 \uc989\uac01\u00b7\uc644\uc804\u00b7\uc804\uba74 \uac1c\ubc29\uacfc \uc774\ub780 \ud575 \uc704\ud611\uc758 \uc885\uc2dd&quot;\uc774 \ud3ec\ud568\ub41c\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uadf8\ub7ec\ub098 <strong>\uc774\ub780\uc740 \ubbf8\uad6d\uacfc\uc758 \uc9c1\uc811 \ud611\uc0c1\uc774 \uc9c4\ud589 \uc911\uc774\ub77c\ub294 \uc0ac\uc2e4\uc744 \ubd80\uc778<\/strong>\ud558\uace0 \uc788\uc73c\uba70, \uc624\ub9cc\uc744 \ud1b5\ud55c \ud574\ud611 \ud1b5\ud56d \ud655\ub300 \ub17c\uc758\ub9cc \uc9c4\ud589 \uc911\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4. \ud55c\ud3b8 \ud130\ud0a4\u00b7\uc774\ub77c\ud06c\ub294 \uc1a1\uc720\uad00 \ud611\uc815\uc744 1\ub144 \uc5f0\uc7a5\ud588\uace0, \uce74\uc790\ud750\uc2a4\ud0c4\uc740 CPC \ud30c\uc774\ud504\ub77c\uc778 \uc218\uc1a1\uc744 \uc7ac\uac1c\ud588\uc73c\uba70, OPEC+\ub294 2023\ub144 \uac10\uc0b0\ubd84 \ubcf5\uc6d0\uc744 \uc644\ub8cc\ud558\ub294 \ucd94\uac00 \uc99d\uc0b0\uc744 \uc2b9\uc778\ud588\ub2e4. \ud611\uc0c1\uacfc \ubcc4\uac1c\ub85c <strong>\uacf5\uae09 \uce21 \uc5ec\uac74 \uc790\uccb4\uac00 \uc644\ud654\ub418\uace0 \uc788\ub2e4<\/strong>\ub294 \uc810\uc740 \uc720\uac00\uc5d0 \uad6c\uc870\uc801 \ud558\ubc29 \uc694\uc778\uc774\ub2e4.<\/p>\n<p><strong>[\uad00\uce21] \uae08\ub9ac \uace1\uc120.<\/strong> 2\ub144\ubb3c 4.241%, 10\ub144\ubb3c 4.676% \u2192 2s10s\ub294 \uc57d +43bp\ub2e4. \ub9c8\uc774\ub108\uc2a4\ub294 \uc544\ub2c8\uc9c0\ub9cc \uac74\uac15\ud55c \ud655\uc7a5\uae30\uc758 \ud1b5\uc0c1 \ubc94\uc704(100~150bp)\uc5d0\ub294 \ud55c\ucc38 \ubabb \ubbf8\uce5c\ub2e4. \uc5b4\uc81c 10\ub144\ubb3c(-7bp)\uc774 2\ub144\ubb3c(-5bp)\ubcf4\ub2e4 \ub354 \ub0b4\ub9b0 \uac83\uc740 \uc774\ubc88 \uae08\ub9ac \ud558\ub77d\uc774 <strong>\ub2e8\uae30 \uc815\ucc45 \uae30\ub300\ubcf4\ub2e4 \uc911\uae30 \uc778\ud50c\ub808 \uae30\ub300 \ucabd\uc5d0\uc11c \ub354 \ud06c\uac8c \ube60\uc84c\ub2e4<\/strong>\ub294 \ub73b\uc774\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d]<\/strong> \uc9c0\uae08 \uc2dc\uc7a5\uc758 \ucd95\uc740 \uc138 \uac1c\ub2e4.<\/p>\n<ol>\n<li><strong>\uc720\uac00<\/strong> \u2014 \uc774\ub780 \ud611\uc0c1 \uae30\ub300 + OPEC+ \uc99d\uc0b0. \ubc29\ud5a5\uc740 \uc544\ub798\uc9c0\ub9cc \ud611\uc0c1\uc774 \uae68\uc9c0\uba74 \ud558\ub8e8 \ub9cc\uc5d0 \ub418\ub3cc\uc544\uc628\ub2e4.<\/li>\n<li><strong>\uadfc\uc6d0 \uc778\ud50c\ub808<\/strong> \u2014 \uc624\ub298 \ud55c\uad6d CPI\uac00 \uccab \uacbd\uace0\uc74c\uc744 \ub0c8\ub2e4. 8\/12 \ubbf8\uad6d CPI\uac00 \ubcf8\ud310\uc774\ub2e4.<\/li>\n<li><strong>AI \uc2e4\uc801<\/strong> \u2014 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ud655\uc778\ub410\uace0(\ud314\ub780\ud2f0\uc5b4), \ud558\ub4dc\uc6e8\uc5b4\ub294 \uc624\ub298 \ubc24 AMD\uac00 \ub2f5\ud55c\ub2e4.<\/li>\n<\/ol>\n<p><strong>\uc138 \ucd95 \uc911 1\ubc88\uc740 \uc88b\uc544\uc84c\uace0, 3\ubc88\uc740 \uc88b\uc544 \ubcf4\uc774\uace0, 2\ubc88\ub9cc \uc560\ub9e4\ud558\ub2e4.<\/strong> \uadf8\ub7f0\ub370 2\ubc88\uc774 \ub098\uba38\uc9c0 \ub458\uc758 \ubc38\ub958\uc5d0\uc774\uc158\uc744 \uacb0\uc815\ud558\ub294 \ud560\uc778\uc728 \ucd95\uc774\ub2e4. \uc88b\uc740 \ub274\uc2a4\uac00 \ub450 \uac1c\uc778\ub370\ub3c4 \uc870\uc2ec\ud574\uc57c \ud558\ub294 \uc774\uc720\uac00 \uc5ec\uae30\uc5d0 \uc788\ub2e4.<\/p>\n<h3>\ud83d\udcd8 \uacf5\ubd80 \ub178\ud2b8 \u2014 \ud5e4\ub4dc\ub77c\uc778 CPI\uc640 \uadfc\uc6d0 CPI, \uc65c \ub458\uc744 \ub530\ub85c \ubcf4\ub098<\/h3>\n<p><strong>\uac1c\ub150.<\/strong> \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI)\uc5d0\ub294 \ub450 \uac00\uc9c0 \ubc84\uc804\uc774 \uc788\uc2b5\ub2c8\ub2e4. <strong>\ud5e4\ub4dc\ub77c\uc778 CPI<\/strong>\ub294 \uc7a5\ubc14\uad6c\ub2c8\uc5d0 \ub2f4\uae30\ub294 \ubaa8\ub4e0 \uac83\uc758 \uac00\uaca9\uc774\uace0, <strong>\uadfc\uc6d0(Core) CPI<\/strong>\ub294 \uac70\uae30\uc11c \uc2dd\ub8cc\ud488\uacfc \uc5d0\ub108\uc9c0\ub97c \ube80 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p><strong>\uc65c \ube7c\ub098.<\/strong> \uc2dd\ub8cc\ud488\uacfc \uc5d0\ub108\uc9c0\ub294 \ub0a0\uc528\u00b7\uc804\uc7c1\u00b7\uc0b0\uc720\uad6d \uacb0\uc815 \uac19\uc740 <strong>\ud1b5\ud654\uc815\ucc45\uc73c\ub85c \uc5b4\uca54 \uc218 \uc5c6\ub294 \uc774\uc720<\/strong>\ub85c \ud06c\uac8c \ucd9c\ub801\uc785\ub2c8\ub2e4. \uc911\uc559\uc740\ud589\uc774 \uae08\ub9ac\ub97c \uc62c\ub9b0\ub2e4\uace0 \uc720\uac00\uac00 \ub0b4\ub824\uac00\uc9c0\ub294 \uc54a\uc2b5\ub2c8\ub2e4. \uadf8\ub798\uc11c \uc815\ucc45 \ud310\ub2e8\uc5d0\ub294 &quot;\uae08\ub9ac\ub85c \ub2e4\uc2a4\ub9b4 \uc218 \uc788\ub294 \ubd80\ubd84&quot;\ub9cc \ub530\ub85c \ub5bc\uc5b4 \ubd05\ub2c8\ub2e4.<\/p>\n<p><strong>\ube44\uc720.<\/strong> \uccb4\uc628\uc744 \uc7b4 \ub54c \ubc29\uae08 \ub728\uac70\uc6b4 \uad6d\uc744 \ub9c8\uc168\ub2e4\uba74 \uc785\uc548 \uc628\ub3c4\uac00 \ub192\uac8c \ub098\uc635\ub2c8\ub2e4. \ud5e4\ub4dc\ub77c\uc778 CPI\ub294 \uc785\uc548 \uc628\ub3c4, \uadfc\uc6d0 CPI\ub294 \uaca8\ub4dc\ub791\uc774 \uc628\ub3c4\uc5d0 \uac00\uae5d\uc2b5\ub2c8\ub2e4. \uc785\uc548\uc774 \ub728\uac81\ub2e4\uace0 \uc5f4\uc774 \ub09c \uac8c \uc544\ub2c8\uace0, \uc785\uc548\uc774 \uc2dd\uc5c8\ub2e4\uace0 \uc5f4\uc774 \ub0b4\ub9b0 \uac83\ub3c4 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n<p><strong>\uc624\ub298\uc758 \uc0ac\ub840.<\/strong> \ud55c\uad6d 7\uc6d4 \u2014 \ud5e4\ub4dc\ub77c\uc778 3.2% \u2192 <strong>2.8%<\/strong> (\uc720\uac00 \ud558\ub77d + \ucd5c\uace0\uac00\uaca9\uc81c\ub85c \ub728\uac70\uc6b4 \uad6d\uc774 \uc2dd\uc74c), \uadfc\uc6d0 2.5% \u2192 <strong>2.6%<\/strong> (\uaca8\ub4dc\ub791\uc774 \uc628\ub3c4\ub294 \uc624\ud788\ub824 \uc62c\ub77c\uac10). \uadf8\ub798\uc11c \ud55c\uad6d\uc740\ud589\uc774 &quot;8\uc6d4 \ubc18\ub4f1 \uc608\uc0c1&quot;\uc774\ub77c\uace0 \ub9d0\ud55c \uac81\ub2c8\ub2e4. \uc785\uc548\uc774 \uc2dd\uc740 \uac83\uc744 \uc5f4\uc774 \ub0b4\ub9b0 \uac83\uc73c\ub85c \ucc29\uac01\ud558\uc9c0 \uc54a\uaca0\ub2e4\ub294 \ub73b\uc774\uc9c0\uc694.<\/p>\n<p><strong>\uc9c4\uaddc\uac00 \uc2e4\uc81c\ub85c \uc4f8 \ubc29\ubc95.<\/strong> \ubb3c\uac00 \ubc1c\ud45c\ub97c \ubcfc \ub54c \uc21c\uc11c\ub97c \uc774\ub807\uac8c \uc7a1\uc73c\uba74 \ub429\ub2c8\ub2e4.<\/p>\n<ol>\n<li>\ud5e4\ub4dc\ub77c\uc778 \uc22b\uc790\ub97c \ubcf8\ub2e4 \u2192 \uadf8\ub0a0 \uc2dc\uc7a5\uc758 \uccab \ubc18\uc751\uc774 \uc5ec\uae30\uc11c \ub098\uc628\ub2e4<\/li>\n<li><strong>\uadfc\uc6d0 \uc22b\uc790\ub97c \ubcf8\ub2e4 \u2192 \uc911\uc559\uc740\ud589\uc758 \ubc18\uc751\uc774 \uc5ec\uae30\uc11c \ub098\uc628\ub2e4<\/strong><\/li>\n<li>\ub458\uc758 \ubc29\ud5a5\uc774 \uac08\ub9ac\uba74(\uc624\ub298\ucc98\ub7fc) \u2192 <strong>\uadfc\uc6d0 \ucabd\uc744 \ubbff\ub294\ub2e4<\/strong><\/li>\n<\/ol>\n<p>\uc2dc\uc7a5\uc758 \uccab \ubc18\uc751\uacfc \uc815\ucc45\uc758 \ucd5c\uc885 \ubc18\uc751\uc774 \uc5c7\uac08\ub9b4 \ub54c, \uba70\uce60 \ub4a4 \uc2dc\uc7a5\uc740 \uc815\ucc45 \ucabd\uc73c\ub85c \ub04c\ub824\uac11\ub2c8\ub2e4.<\/p>\n<hr>\n<h2>5. \ubbf8\uad6d\uc7a5 (8\/4 \ud654 ET) \ud504\ub9ac\ubdf0<\/h2>\n<p><strong>[\uad00\uce21]<\/strong> \uc624\ub298 \ubbf8\uad6d\uc7a5\uc774 \ub9c8\uc8fc\ud558\ub294 \uc7ac\ub8cc.<\/p>\n<p><em>\uae0d\uc815 \ucabd<\/em><\/p>\n<ul>\n<li>\ud314\ub780\ud2f0\uc5b4 \ub9e4\ucd9c +93%, \uac00\uc774\ub358\uc2a4 \ub300\ud3ed \uc0c1\ud5a5 \u2192 \ud504\ub9ac\uc7a5 +16%. AI \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc218\uc694\uac00 \uc2e4\uc801\uc73c\ub85c \ud655\uc778\ub410\ub2e4.<\/li>\n<li>\uce90\ud130\ud544\ub7ec \ubd84\uae30 \ub9e4\ucd9c \uccab 200\uc5b5 \ub2ec\ub7ec \ub3cc\ud30c, \ud504\ub9ac\uc7a5 +9%. AI \ub370\uc774\ud130\uc13c\ud130 \uac74\uc124 \uc0ac\uc774\ud074\uc758 \uc2e4\ubb3c \uc99d\uac70.<\/li>\n<li>\uc5b4\uc81c \ub2e4\uc6b0 \uc0ac\uc0c1 \ucd5c\uace0 + \uc544\ub9c8\uc874 \uc2dc\ucd1d 3\uc870 \ub2ec\ub7ec \ub3cc\ud30c. \ubaa8\uba58\ud140 \uc790\uccb4\uac00 \uac15\ud558\ub2e4.<\/li>\n<li>\uc720\uac00 80\ub2ec\ub7ec \ubd80\uadfc, 10\ub144\ubb3c 4.676%\ub85c \ud6c4\ud1f4. VIX 16.06\uc73c\ub85c \ub0ae\ub2e4.<\/li>\n<li>\ud55c\uad6d \ucf54\uc2a4\ud53c\u00b7\ucf54\uc2a4\ub2e5\uc774 \ubc18\ub4f1 \ub9c8\uac10\ud558\uba70 \uc544\uc2dc\uc544\ubc1c \uc545\uc7ac\ub294 \uc5c6\ub2e4.<\/li>\n<\/ul>\n<p><em>\ubd80\uc815 \ucabd<\/em><\/p>\n<ul>\n<li><strong>\ud55c\uad6d 7\uc6d4 \uadfc\uc6d0\ubb3c\uac00 \uc0c1\uc2b9<\/strong> \u2014 \uc720\uac00 \ud558\ub77d\uc774 \uadfc\uc6d0 \uc778\ud50c\ub808\ub97c \ubabb \uac74\ub4dc\ub9b0\ub2e4\ub294 \uccab \uc99d\uac70. \ubbf8\uad6d\ub3c4 \uac19\uc740 \uad6c\uc870\uc77c \uac00\ub2a5\uc131.<\/li>\n<li>\uc774\ub780\uc740 \uc5ec\uc804\ud788 \uc9c1\uc811 \ud611\uc0c1\uc744 \ubd80\uc778 \uc911. \uc720\uac00 \ub418\ub3cc\ub9bc \uc704\ud5d8\uc774 \ub0a8\uc544 \uc788\ub2e4.<\/li>\n<li>ISM \uc11c\ube44\uc2a4\uc5c5 \ubb3c\uac00\uc9c0\ubd88 70.7 \/ \uace0\uc6a9 45.2 \u2014 \ubb3c\uac00\ub294 \uc548 \ub0b4\ub9ac\ub294\ub370 \uace0\uc6a9\uc740 \uc704\ucd95. \uc2a4\ud0dc\uadf8\ud50c\ub808\uc774\uc158\ud615 \uc870\ud569.<\/li>\n<li>9\uc6d4 \uc778\uc0c1 \ud655\ub960 60% \uc548\ud30e\uc774 \uadf8\ub300\ub85c\ub2e4. \uc774\ubc88 \uc8fc \uc9c0\ud45c\uac00 \uac15\ud558\uba74 \uc989\uc2dc \ub418\uc0b4\uc544\ub09c\ub2e4.<\/li>\n<li>\ud314\ub780\ud2f0\uc5b4 \ud504\ub9ac\uc7a5 +16%\ub294 \uc774\ubbf8 \ub300\ubd80\ubd84 \ubc18\uc601\ub41c \uac12\uc774\ub2e4. \uac1c\uc7a5 \ud6c4 \ub418\ubc00\ub9ac\uba74 \uc624\ud788\ub824 \ubd80\ub2f4 \uc2e0\ud638\ub2e4.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong> \uc624\ub298\uc740 <strong>\uac1c\uc7a5 \uc9c1\ud6c4\ubcf4\ub2e4 \uc7a5 \ub9c8\uac10 \ud6c4\uac00 \ub354 \uc911\uc694\ud55c \ub0a0<\/strong>\uc774\ub2e4.<\/p>\n<ul>\n<li><strong>\uac1c\uc7a5~\uc624\uc804<\/strong> \u2014 \ud314\ub780\ud2f0\uc5b4\u00b7\uce90\ud130\ud544\ub7ec \ud6a8\uacfc\uac00 \uc9c0\uc218\ub97c \ubc00\uc5b4 \uc62c\ub9b0\ub2e4. \uc5ec\uae30\uc11c\uc758 \uc0c1\uc2b9\uc740 \uc815\ubcf4\ub7c9\uc774 \uc801\ub2e4. \uc624\ud788\ub824 \ud504\ub9ac\uc7a5 +16%\uac00 \uc885\uac00\uc5d0 \uc5bc\ub9c8\ub098 \ub0a8\ub294\uc9c0\ub97c \ubd10\uc57c \ud55c\ub2e4. \ud06c\uac8c \ub418\ubc00\ub9ac\uba74 &quot;\uc88b\uc740 \uc2e4\uc801\uc5d0\ub3c4 \ubabb \uc624\ub974\ub294&quot; \uad6d\uba74 \uc2e0\ud638\ub2e4.<\/li>\n<li><strong>\uc624\uc804 \uc9c0\ud45c<\/strong> \u2014 JOLTS 6\uc6d4 \uad6c\uc778\uac74\uc218. \ucee8\uc13c\uc11c\uc2a4\ub294 \uc804\uc6d4 \ub300\ube44 \uc18c\ud3ed \uac10\uc18c. \uace0\uc6a9\uc774 \uc2dd\ub294 \uc18d\ub3c4\uac00 \ud655\uc778\ub418\ub294 \uc790\ub9ac\ub2e4.<\/li>\n<li><strong>\uc7a5 \ub9c8\uac10 \ud6c4<\/strong> \u2014 <strong>AMD<\/strong>\uc640 SpaceX. \ud2b9\ud788 AMD\uc758 Helios \uc218\uc8fc\u00b7MI350 \ucd9c\ud558 \uac00\uc774\ub358\uc2a4\uac00 AI \ud558\ub4dc\uc6e8\uc5b4 \uc0ac\uc774\ud074 \uc804\uccb4\uc758 \ubc29\ud5a5\uc744 \uc815\ud55c\ub2e4. \uc624\ub298 \ubc24 \uc774 \uc22b\uc790\uac00 \ub0b4\uc77c \ud55c\uad6d\uc7a5\uc758 \uc0bc\uc131\u00b7SK\ud558\uc774\ub2c9\uc2a4\uc5d0 \uadf8\ub300\ub85c \ubd99\ub294\ub2e4.<\/li>\n<\/ul>\n<hr>\n<h2>6. \uccb4\ud06c\ud3ec\uc778\ud2b8 \u2014 8\/4 \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ud655\uc778\ud560 \uac83<\/h2>\n<ol>\n<li><strong>\ud314\ub780\ud2f0\uc5b4 \uc885\uac00 vs \ud504\ub9ac\uc7a5 +16%<\/strong> \u2014 \ud504\ub9ac\uc7a5 \uc0c1\uc2b9\ubd84\uc758 \uc808\ubc18 \uc774\uc0c1\uc744 \uc9c0\ud0a4\uba74 AI \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubc38\ub958\uc5d0\uc774\uc158\uc774 \uc5ec\uc804\ud788 \ud655\uc7a5 \uc911\uc774\ub77c\ub294 \ub73b\uc774\ub2e4. \uc808\ubc18 \uc774\uc0c1 \ubc18\ub0a9\ud558\uba74 &quot;\uc2e4\uc801\uc740 \uc88b\uc740\ub370 \ud560\uc778\uc728\uc774 \uc774\uae34\ub2e4&quot;\ub294 \uc9c0\uae08 \uad6d\uba74\uc758 \uc7ac\ud655\uc778\uc774\ub2e4.<\/li>\n<li><strong>10\ub144\ubb3c 4.676% \ubc29\uc5b4 \uc5ec\ubd80<\/strong> \u2014 4.6% \uc544\ub798\ub85c \ub9c8\uac10\ud558\uba74 &quot;\uc7a5\uae30\uae08\ub9ac \uc815\uc810 \ud1b5\uacfc&quot; \ub17c\uc758\uac00 \ubcf8\uaca9\ud654\ub41c\ub2e4. 4.75%(7\/31 \uc885\uac00) \uc704\ub85c \ub418\ub3cc\uc544\uac00\uba74 \uc5b4\uc81c\uc758 \uae08\ub9ac \ud558\ub77d\uc740 \uc720\uac00 \ub274\uc2a4 \ud558\ub8e8\uc9dc\ub9ac\uc600\ub2e4\ub294 \ub73b\uc774\ub2e4.<\/li>\n<li><strong>JOLTS \uad6c\uc778\uac74\uc218(\uc624\uc804 ET)<\/strong> \u2014 \ubb3c\uac00\uac00 \uc548 \ub0b4\ub824\uac00\ub294 \uc0c1\ud669\uc5d0\uc11c \uace0\uc6a9\uae4c\uc9c0 \uc2dd\uc73c\uba74 \uc5f0\uc900\uc758 \uc120\ud0dd\uc9c0\uac00 \uc881\uc544\uc9c4\ub2e4. \uc608\uc0c1\ubcf4\ub2e4 \ud06c\uac8c \ub0ae\uac8c \ub098\uc62c \uacbd\uc6b0 \uc8fc\uc2dd\uc740 \ucc98\uc74c\uc5d4 \uc624\ub974\uc9c0\ub9cc \uc624\ud6c4\uc5d0 \ub418\ubc00\ub9b4 \uc218 \uc788\ub2e4.<\/li>\n<li><strong>\uc7a5 \ub9c8\uac10 \ud6c4 AMD \u2014 Helios \uc218\uc8fc\uc640 MI350 \ucd9c\ud558 \uac00\uc774\ub358\uc2a4<\/strong> \u2014 \ubd84\uae30 \uc2e4\uc801(\ub9e4\ucd9c 113\uc5b5\u00b7EPS 1.61\ub2ec\ub7ec \ucee8\uc13c)\ubcf4\ub2e4 \uc774\ucabd\uc774\ub2e4. \ub0b4\uc77c \ud55c\uad6d\uc7a5 \ubc18\ub3c4\uccb4\uc758 \ucd9c\ubc1c\uc810\uc774 \uc624\ub298 \ubc24 \uc5ec\uae30\uc11c \uc815\ud574\uc9c4\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 (ET)<\/th>\n<th>\ub0b4\uc6a9<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>D-0<\/td>\n<td>8\/4(\ud654)<\/td>\n<td><strong>\ubbf8\uad6d JOLTS \uad6c\uc778\uac74\uc218<\/strong> \u00b7 <strong>AMD \uc2e4\uc801(\uc7a5 \ub9c8\uac10 \ud6c4)<\/strong> \u00b7 SpaceX \uc2e4\uc801(\uc7a5 \ub9c8\uac10 \ud6c4)<\/td>\n<\/tr>\n<tr>\n<td>D-1<\/td>\n<td>8\/5(\uc218)<\/td>\n<td><strong>\ubbf8\uad6d 7\uc6d4 ISM \uc11c\ube44\uc2a4\uc5c5<\/strong> (\uc9c1\uc804 \ubb3c\uac00\uc9c0\ubd88 70.7 \/ \uace0\uc6a9 45.2 \/ \uc2e0\uaddc\uc8fc\ubb38 60.6)<\/td>\n<\/tr>\n<tr>\n<td>D-2~3<\/td>\n<td>8\/6~7(\ubaa9\u00b7\uae08)<\/td>\n<td>SanDisk \uc2e4\uc801(NAND \uc804\ub9dd) \u00b7 <strong>\ubbf8\uad6d 7\uc6d4 \uace0\uc6a9\ubcf4\uace0\uc11c(NFP, 8\/7)<\/strong><\/td>\n<\/tr>\n<tr>\n<td>D-8<\/td>\n<td>8\/12(\uc218)<\/td>\n<td><strong>\ubbf8\uad6d 7\uc6d4 CPI<\/strong> \u2014 \ud5e4\ub4dc\ub77c\uc778\u00b7\uadfc\uc6d0\uc758 \ubc29\ud5a5\uc774 \uac08\ub9ac\ub294\uc9c0\uac00 9\uc6d4 FOMC \ucd5c\ub300 \uc7ac\ub8cc<\/td>\n<\/tr>\n<tr>\n<td>D-N<\/td>\n<td>8\uc6d4 \uc911\uc21c<\/td>\n<td>\ud55c\uad6d 8\uc6d4 1~20\uc77c \uc218\ucd9c \uc7a0\uc815\uce58 \u00b7 D\ub7a8 8\uc6d4 \uace0\uc815\uac70\ub798\uac00\uaca9<\/td>\n<\/tr>\n<tr>\n<td>D-N<\/td>\n<td>8\/27(\ubaa9)<\/td>\n<td><strong>\ud55c\uad6d\uc740\ud589 \uae08\ud1b5\uc704<\/strong> \u2014 7\uc6d4 \uc778\uc0c1\uc5d0 \uc774\uc740 \uc5f0\uc18d \uc778\uc0c1 \uc5ec\ubd80. \uc624\ub298 \uadfc\uc6d0\ubb3c\uac00 2.6%\uac00 \uc7ac\ub8cc<\/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<ul>\n<li><strong>8\/3 AM \ub9ac\ud3ec\ud2b8\uc758 \uc774\ubca4\ud2b8 \uce98\ub9b0\ub354\uc5d0\uc11c AMD \uc2e4\uc801\uc744 8\/5(\uc218)\ub85c \ud45c\uae30\ud588\uc73c\ub098, \uc2e4\uc81c \ubc1c\ud45c\ub294 \uc624\ub298 8\/4(\ud654) \uc7a5 \ub9c8\uac10 \ud6c4\ub2e4.<\/strong> \uc774\ubc88 \ub9ac\ud3ec\ud2b8\uc5d0\uc11c D-0\uc73c\ub85c \uc815\uc815\ud55c\ub2e4.<\/li>\n<li>\uac19\uc740 \uce98\ub9b0\ub354\uc5d0\uc11c \ubbf8\uad6d 7\uc6d4 ISM \uc11c\ube44\uc2a4\uc5c5\uc744 8\/5(\uc218)\ub85c \uc801\uc5c8\uace0, \uc774\ub294 \uadf8\ub300\ub85c \uc720\ud6a8\ud558\ub2e4. \ub2e4\ub9cc \uc77c\ubd80 \ud574\uc678 \uce98\ub9b0\ub354\uac00 \uc624\ub298(8\/4)\ub85c \ud45c\uae30\ud558\uace0 \uc788\uc5b4 \ud63c\uc120\uc774 \uc788\ub2e4. <strong>\ud655\uc815 \uc2dc\uac01\uc740 \ubc1c\ud45c \ub2f9\uc77c \uc7ac\ud655\uc778\uc774 \ud544\uc694\ud558\ub2e4.<\/strong><\/li>\n<li>8\/3 AM \ub9ac\ud3ec\ud2b8\uc5d0\uc11c \uc778\uc6a9\ud55c \ubbf8\uad6d 10\ub144\ubb3c 4.68%\ub294 \ub9c8\uac10 \uae30\uc900 4.676%\ub85c \ud655\uc778\ub410\ub2e4. \uc624\ucc28 \uc5c6\uc74c.<\/li>\n<\/ul>\n<hr>\n<h2>Sources<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/08\/02\/stock-market-today-live-updates.html\">Stock market news for Aug. 3, 2026 \u2014 CNBC<\/a><\/li>\n<li><a href=\"https:\/\/finance.yahoo.com\/markets\/live\/stock-market-today-tuesday-august-4-dow-sp-500-nasdaq-100140227.html\">Stock market today: Dow, S&amp;P 500, Nasdaq futures rise as earnings roll in, Palantir and Caterpillar stocks jump \u2014 Yahoo Finance<\/a><\/li>\n<li><a href=\"https:\/\/www.thestreet.com\/stock-market-today\/stock-market-today-dow-jones-sp-500-nasdaq-updates-aug-4-2026\">Stock Market Today (Aug. 4, 2026): Dow futures climb as SpaceX earnings loom, Palantir surges \u2014 TheStreet<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/08\/03\/us-treasury-yields-investors-bonds-war.html\">U.S. Treasury yields fall as oil prices plunge on Iran de-escalation hopes \u2014 CNBC<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/08\/03\/oil-prices-today-wti-brent-hormuz-trump-iran.html\">Oil prices: WTI, Brent: Trump says he called off planned strike on Iran \u2014 CNBC<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/commodity\/crude-oil\/news\/528850\">Oil Rises as Iran Nuclear Talks Extend \u2014 Trading Economics<\/a><\/li>\n<li><a href=\"https:\/\/fortune.com\/2026\/08\/03\/palantir-earnings-guidance-beat-revenue-profit-ai-demand\/\">Palantir crushes earnings as U.S. AI demand sends revenue soaring 93% and prompts another guidance hike \u2014 Fortune<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/08\/03\/palantir-pltr-earnings-q2-2026.html\">Palantir (PLTR) earnings Q2 2026 \u2014 CNBC<\/a><\/li>\n<li><a href=\"https:\/\/www.tikr.com\/blog\/amd-reports-q2-2026-earnings-august-4-what-the-stock-needs-to-show-after-its-anthropic-deal\">AMD Reports Q2 2026 Earnings August 4: What the Stock Needs to Show After Its Anthropic Deal \u2014 TIKR<\/a><\/li>\n<li><a href=\"https:\/\/www.tradingkey.com\/analysis\/stocks\/us-stocks\/262070783-amd-earnings-preview-ai-chip-revenue-helios-orders-drive-stock-price-above-600-tradingkey\">AMD Earnings Preview: Can AI Chip Revenue and Helios Orders Push Stock Above $600? \u2014 TradingKey<\/a><\/li>\n<li><a href=\"https:\/\/www.fnnews.com\/news\/202608041631169275\">\ucf54\uc2a4\ud53c, &#39;\uc0bc\uc804\u00b7\ub2c9\uc2a4&#39; \ud68c\ubcf5\uc5d0 1.6% \uc0c1\uc2b9\ub9c8\uac10\u2026\ucf54\uc2a4\ub2e5 5.88% \u2014 \ud30c\uc774\ub0b8\uc15c\ub274\uc2a4<\/a><\/li>\n<li><a href=\"https:\/\/biz.heraldcorp.com\/article\/10830045\">7\uc6d4 \uc18c\ube44\uc790\ubb3c\uac00 2.8%, 3\uac1c\uc6d4 \ub9cc\uc5d0 2%\ub300\u2026\uadfc\uc6d0\ubb3c\uac00 31\uac1c\uc6d4\ub9cc\uc5d0 \ucd5c\uace0 \u2014 \ud5e4\ub7f4\ub4dc\uacbd\uc81c<\/a><\/li>\n<li><a href=\"https:\/\/www.newspim.com\/news\/view\/20260804000458\">[\uc885\ud569] 7\uc6d4 \uc18c\ube44\uc790\ubb3c\uac00 2.8%\u2026\uc11d\uc720\ub958\u00b7\ub18d\ucd95\uc218\uc0b0\ubb3c \ub454\ud654\uc5d0 3\uac1c\uc6d4 \ub9cc\uc5d0 2%\ub300 \u2014 \ub274\uc2a4\ud54c<\/a><\/li>\n<li><a href=\"https:\/\/www.fnnews.com\/news\/202608040942353935\">7\uc6d4 \ubb3c\uac00 \ub454\ud654\uc5d0\ub3c4 \uae34\uc7a5\u2026\ud55c\uc740 &quot;8\uc6d4 \ubc18\ub4f1 \uc608\uc0c1&quot; \u2014 \ud30c\uc774\ub0b8\uc15c\ub274\uc2a4<\/a><\/li>\n<li><a href=\"https:\/\/edaily.co.kr\/News\/Read?mediaCodeNo=257&#038;newsId=04027846645544040\">3\uac1c\uc6d4 \ub9cc\uc5d0 2%\ub300 \uc7ac\uc9c4\uc785\ud55c \ubb3c\uac00\u2026&quot;\ucd5c\uace0\uac00\uaca9\uc81c \uc778\ud558\uc5d0 0.3%p \ub0ae\ucdb0&quot; \u2014 \uc774\ub370\uc77c\ub9ac<\/a><\/li>\n<li><a href=\"https:\/\/busanhaps.com\/kospi-plunge-sk-hynix-earnings-black-tuesday-july-2026\/\">KOSPI 10.8% \ud3ed\ub77d \ube14\ub799\ud654\uc694\uc77c\u2026SK\ud558\uc774\ub2c9\uc2a4 \uc2e4\uc801 \uc1fc\ud06c 2026 \u2014 Busan Haps<\/a><\/li>\n<li><a href=\"https:\/\/finance.yahoo.com\/markets\/stocks\/articles\/korean-stocks-see-record-wave-040901347.html\">Korean Stocks See Record Wave of Trading Halts on Chip Selloff \u2014 Yahoo Finance<\/a><\/li>\n<li><a href=\"https:\/\/www.koreaherald.com\/article\/10789600\">Kospi triggers circuit breaker after plunging more than 8% \u2014 The Korea Herald<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/south-korea\/currency\">South Korean Won \u2014 Trading Economics<\/a><\/li>\n<li><a href=\"https:\/\/centralbank.watch\/tools\/yield-curve\/us-yield-curve\/\">US Treasury Yield Curve 2026 | 2s10s Spread \u2014 centralbank.watch<\/a><\/li>\n<li><a href=\"https:\/\/finance.yahoo.com\/personal-finance\/banking\/article\/fed-rate-predictions-2026-154647304.html\">Fed predictions for 2026: Is a rate cut still a possibility this year? \u2014 Yahoo Finance<\/a><\/li>\n<li><a href=\"https:\/\/www.xtb.com\/int\/market-analysis\/news-and-research\/economic-calendar-us-services-ism-and-jolts-report-in-focus\">Economic calendar: US Services ISM and JOLTS report in focus \u2014 XTB<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/euro-area\/stock-market\">Euro Area Stock Market Index \u2014 Trading Economics<\/a><\/li>\n<li><a href=\"https:\/\/www.indiatvnews.com\/business\/markets\/4-august-2026-stock-market-updates-sensex-jumps-493-points-nifty-opens-at-24703-amid-mixed-global-cues-2026-08-04-1050279\">4 August, 2026 Stock Market Updates \u2014 India TV News<\/a><\/li>\n<\/ul>\n<hr>\n<p><em>\uc2dc\uc7a5\ubd84\uc11d\uac00 \u00b7 \uac1c\ubcc4 \uc885\ubaa9 \ub9e4\uc218\u00b7\ub9e4\ub3c4 \ucd94\ucc9c\uc740 \ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc774 \ub9ac\ud3ec\ud2b8\ub294 \uc2dc\uc7a5 \ud750\ub984\uacfc \ub9e4\ud06c\ub85c \ubcc0\uc218 \ud574\uc11d\uc744 \uc704\ud55c \uc790\ub8cc\uc785\ub2c8\ub2e4.<\/em><\/p>\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>\uc5b4\uc81c \ubbf8\uad6d\uc7a5\uc740 \ub2e4\uc6b0\uac00 53,178.41\ub85c \uc0ac\uc0c1 \ucd5c\uace0\ub97c \ucc0d\uc73c\uba70 1.32% \uc62c\ub790\uace0 S&amp;P500 +1.48%, \ub098\uc2a4\ub2e5 +2.1%\ub85c \ub9c8\uac10\ud588\uc2b5\ub2c8\ub2e4. \uc544\ub9c8\uc874\uc774 4.6% \uc62c\ub77c \uc2dc\uac00\ucd1d\uc561 3\uc870 \ub2ec\ub7ec\ub97c \ucc98\uc74c \ub118\uc5c8\uace0, \uc7a5 \ub9c8\uac10 \ud6c4 \ud314\ub780\ud2f0\uc5b4\uac00 \ub9e4\ucd9c +93%\uc640 \ud070 \ud3ed\uc758 \uac00\uc774\ub358\uc2a4 \uc0c1\ud5a5\uc744 \ub0b4\ub193\uc73c\uba70 \uc624\ub298 \ud504\ub9ac\uc7a5\uc5d0\uc11c 16% \ub6f0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \uc624\ub298 \uc0c8\ubcbd \ud55c\uad6d\uc5d0\uc11c \ub098\uc628 \uc22b\uc790 \ud558\ub098\uac00 \uc774 \ub7a0\ub9ac\uc758 \uc804\uc81c\ub97c \uc870\uc6a9\ud788 \ud754\ub4e4\uc5c8\uc2b5\ub2c8\ub2e4. \ud55c\uad6d 7\uc6d4 \uc18c\ube44\uc790\ubb3c\uac00\ub294 2.8%\ub85c 3\uac1c\uc6d4&#8230;<\/p>\n","protected":false},"author":1,"featured_media":410,"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-415","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\/415","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=415"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/415\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/410"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=415"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=415"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=415"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}