{"id":1021,"date":"2026-04-23T20:50:41","date_gmt":"2026-04-23T11:50:41","guid":{"rendered":"https:\/\/nangchang.nes.or.kr\/?p=1021"},"modified":"2026-04-23T20:50:41","modified_gmt":"2026-04-23T11:50:41","slug":"%f0%9f%93%8a-%ea%b5%ad%ec%9e%a5-%eb%a7%88%ea%b0%90-%eb%b8%8c%eb%a6%ac%ed%95%91-2026%eb%85%84-04%ec%9b%94-23%ec%9d%bc","status":"publish","type":"post","link":"https:\/\/nangchang.nes.or.kr\/?p=1021","title":{"rendered":"\ud83d\udcca \uad6d\uc7a5 \ub9c8\uac10 \ube0c\ub9ac\ud551 \u2014 2026\ub144 04\uc6d4 23\uc77c"},"content":{"rendered":"
\ud83e\udd16 \uc774 \uae00\uc740 AI(Claude)\uac00 \uc790\ub3d9\uc73c\ub85c \uc218\uc9d1\u00b7\uc791\uc131\ud55c \ube0c\ub9ac\ud551\uc785\ub2c8\ub2e4. \ud22c\uc790 \ucc38\uace0\uc6a9\uc73c\ub85c\ub9cc \ud65c\uc6a9\ud558\uc2dc\uace0, \uc911\uc694\ud55c \uacb0\uc815\uc740 \uacf5\uc2dd \uc790\ub8cc\ub97c \ud655\uc778\ud558\uc138\uc694.<\/div>\n

\ud83d\udcc8 \uc624\ub298 \uc99d\uc2dc \ub9c8\uac10<\/h3>\n

\ucf54\uc2a4\ud53c<\/strong>\ub294 \uc804 \uac70\ub798\uc77c \ub300\ube44 +57.88p(+0.90%)<\/span><\/strong> \uc624\ub978 6,475.81<\/span><\/strong>\ub85c \ub9c8\uac10. \uc0ac\ud758 \uc5f0\uc18d \uc0ac\uc0c1 \ucd5c\uace0\uce58 \uacbd\uc2e0, \uc7a5\uc911 6,557\uae4c\uc9c0 \uc0c1\uc2b9\ud558\uba70 \uc0ac\uc0c1 \uccab 6,500 \ub3cc\ud30c. \ub2e4\ub9cc \uc911\ub3d9 \uae34\uc7a5 \uc7ac\ubd80\uac01\uc73c\ub85c 6,309\uae4c\uc9c0 \uae09\ub77d\ud588\ub2e4\uac00 \ubc18\ub4f1\ud558\ub294 \ub864\ub7ec\ucf54\uc2a4\ud130 \uc7a5\uc138.<\/p>\n

\ucf54\uc2a4\ub2e5<\/strong>\uc740 -6.81p(-0.58%)<\/span><\/strong>\uc778 1,174.31<\/span><\/strong> \ub9c8\uac10.<\/p>\n

\uc0c1\uc2b9 \uc6d0\uc778: SK\ud558\uc774\ub2c9\uc2a4 \uc5ed\ub300 \ucd5c\ub300 \uc2e4\uc801(\uc601\uc5c5\uc775 37.6\uc870), \uc804\ub825\u00b7\uc6d0\uc804\u00b7\uc870\uc120\ubc29\uc0b0\uc8fc \uac15\uc138
\ud558\ub77d \uc694\uc778: \uc911\ub3d9 \uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c, \ud14c\uc2ac\ub77c CAPEX \ud655\ub300\ub85c 2\ucc28\uc804\uc9c0\uc8fc \uae09\ub77d<\/p>\n

\uc139\ud130\ubcc4:<\/strong> \uac15\uc138 \u2014 \uc804\ub825\/\uc6d0\uc804, \ubc18\ub3c4\uccb4, \uc870\uc120\ubc29\uc0b0 \/ \uc57d\uc138 \u2014 2\ucc28\uc804\uc9c0, \ud5ec\uc2a4\ucf00\uc5b4, \uc790\ub3d9\ucc28<\/p>\n

\ud83d\udcb0 \uc218\uae09 \ub3d9\ud5a5<\/h3>\n

\uac1c\uc778 +4,484\uc5b5 \uc21c\ub9e4\uc218<\/span><\/strong> \/ \uc678\uad6d\uc778 -490\uc5b5 \uc21c\ub9e4\ub3c4<\/strong><\/span> \/ \uae30\uad00 -3,275\uc5b5 \uc21c\ub9e4\ub3c4<\/strong><\/span><\/p>\n

\uac1c\uc778\uc774 \uc720\uc77c\ud55c \uc21c\ub9e4\uc218 \uc8fc\uccb4. \uae30\uad00\uc758 \uace0\uc810 \ucc28\uc775 \uc2e4\ud604 \ubb3c\ub7c9\uc744 \uac1c\uc778 \uc800\uac00 \ub9e4\uc218\uc138\uac00 \ubc1b\uc544\ub0c4.<\/p>\n

\ud83c\udfe2 \uc8fc\uc694 \uc885\ubaa9<\/h3>\n

\uc0bc\uc131\uc804\uc790<\/strong> +3.22%<\/strong><\/span> (224,500\uc6d0, \uc7a5\uc911 229,500\uc6d0 \uc2e0\uace0\uac00) | SK\ud558\uc774\ub2c9\uc2a4<\/strong> +0.16%<\/strong><\/span> (1,225,000\uc6d0, 1Q \uc601\uc5c5\uc774\uc775 37.6\uc870\u00b7\uc601\uc5c5\uc774\uc775\ub960 72% \uc5ed\ub300 \ucd5c\ub300 \u2014 \uc120\ubc18\uc601)<\/p>\n

LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158<\/strong> -3.72%<\/strong><\/span> | \ud604\ub300\ucc28<\/strong> -1.66%<\/strong><\/span> | \uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4<\/strong> -3.01%<\/strong><\/span><\/p>\n

\ud2b9\uc9d5\uc8fc \uae09\ub4f1:<\/strong> LS ELECTRIC +11.74%<\/strong><\/span> (AI \uc804\ub825 \uc218\uc694), \uc0bc\uc131\uc911\uacf5\uc5c5 +6.92%<\/strong><\/span>, \ud6a8\uc131\uc911\uacf5\uc5c5 +5.97%<\/strong><\/span>, \ub450\uc0b0\uc5d0\ub108\ube4c\ub9ac\ud2f0 +5.78%<\/strong><\/span><\/p>\n

SK\ud558\uc774\ub2c9\uc2a4 1Q26 \uc2e4\uc801: \ub9e4\ucd9c 52.6\uc870, \uc601\uc5c5\uc774\uc775 37.6\uc870(\uc601\uc5c5\uc774\uc775\ub960 72%) \u2014 TSMC(58.1%) \uc0c1\ud68c\ud558\ub294 \uc5ed\uc0ac\uc801 \uc218\uce58. HBM \ubc0f \ubc94\uc6a9 D\ub7a8\u00b7\ub0b8\ub4dc \uc804\ubc18 \uac00\uaca9 \uae09\ub4f1 \ub355\ubd84.<\/p>\n

\ud83d\udcb1 \ud658\uc728 \ubc0f \uc6d0\uc790\uc7ac<\/h3>\n

\uc6d0\/\ub2ec\ub7ec:<\/strong> 1,474.91\uc6d0<\/strong> (\uc7a5\uc911 1,470~1,479 \ubc15\uc2a4\uad8c \uc548\uc815)<\/p>\n

WTI \uc6d0\uc720:<\/strong> \ubc30\ub7f4\ub2f9 $88~93<\/span><\/strong> \u2014 \uc911\ub3d9 \uae34\uc7a5 \uc7ac\ubd80\uac01\uc73c\ub85c \uae09\ub4f1<\/p>\n

\uae08:<\/strong> $4,754\/oz (\uc804\uc77c\ube44 -2.15% \uc18c\ud3ed \ud558\ub77d)<\/p>\n

\ub098\uc2a4\ub2e5 100 \uc120\ubb3c:<\/strong> 26,745 (\uad6d\uc7a5 \ub9c8\uac10 \uc2dc\uc810)<\/p>\n

\ud83e\ude99 \uc554\ud638\ud654\ud3d0 \ub3d9\ud5a5<\/h3>\n

\ube44\ud2b8\ucf54\uc778(BTC)<\/strong> $78,361 (+2.68%)<\/span><\/strong> | \uc774\ub354\ub9ac\uc6c0(ETH)<\/strong> $2,364 (+1.71%)<\/span><\/strong><\/p>\n

\ud06c\ub9bd\ud1a0 \uc2dc\uc7a5\uc740 \uc644\ub9cc\ud55c \ubc18\ub4f1\uc138. Fear & Greed Index 46 (\uc911\ub9bd~\uacf5\ud3ec \uad6c\uac04). \ubbf8-\uc774\ub780 \ud611\uc0c1 \uc9c4\uc804 \uc5ec\ubd80 \ubc0f \uc5f0\uc900 \uc815\ucc45 \ubc29\ud5a5\uc774 \ub2e8\uae30 \ubcc0\uc218.<\/p>\n

\ud83d\udd2d \ub0b4\uc77c \uc804\ub9dd \ubc0f \uc8fc\uc694 \uc77c\uc815<\/h3>\n

\uc8fc\uc694 \ubcc0\uc218:<\/strong><\/p>\n

    \n
  • \uc911\ub3d9 \uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c \u2014 \ubbf8-\uc774\ub780 2\ucc28 \ud611\uc0c1 \uc9c4\ud589 \uc5ec\ubd80 \ubc0f \uc720\uac00 \ubc29\ud5a5\uc131<\/li>\n
  • SK\ud558\uc774\ub2c9\uc2a4 \uc5ed\ub300 \uc2e4\uc801 \ud6c4\uc18d \ubc18\uc751 \u2014 \uc99d\uad8c\uc0ac \ubaa9\ud45c\uc8fc\uac00 \uc0c1\ud5a5 \ub9b4\ub808\uc774 \uc608\uc0c1<\/li>\n
  • 2\ucc28\uc804\uc9c0\uc8fc \ucd94\uac00 \ub099\ud3ed vs \ubc18\ubc1c \ub9e4\uc218 \uc720\uc785 \uc5ec\ubd80<\/li>\n
  • FOMC \uae08\ub9ac \uacb0\uc815 (4\uc6d4 30\uc77c) \uc55e\ub454 \ud3ec\uc9c0\uc158 \uc870\uc815 \uac00\ub2a5\uc131<\/li>\n<\/ul>\n

    4\uc6d4 24\uc77c \uc8fc\uc694 \uc77c\uc815:<\/strong>
    \n\ud83c\uddfa\ud83c\uddf8 \ubbf8\uad6d GDP \uc131\uc7a5\ub960(1Q \uc120\ud589\uce58), \uc8fc\uac04 \uc2e4\uc5c5\uc218\ub2f9 \uccad\uad6c\uac74\uc218
    \n\ud83c\uddf0\ud83c\uddf7 \uad6d\ub0b4 \uae30\uc5c5 1Q \uc2e4\uc801 \ubc1c\ud45c \uc2dc\uc98c \uc9c0\uc18d
    \n\ud83c\udf0d \uc911\ub3d9 \uc678\uad50 \ub3d9\ud5a5 \ubaa8\ub2c8\ud130\ub9c1<\/p>\n

    \u203b \ubcf8 \ube0c\ub9ac\ud551\uc740 \uacf5\uac1c \ub274\uc2a4\u00b7\ub370\uc774\ud130\ub97c AI\uac00 \uc790\ub3d9 \ucde8\ud569\ud55c \ub0b4\uc6a9\uc774\uba70, \ud22c\uc790 \uad8c\uc720\uac00 \uc544\ub2d9\ub2c8\ub2e4. \uc77c\ubd80 \uc2e4\uc2dc\uac04 \uc218\uce58\ub294 \uc624\ucc28\uac00 \uc788\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

    \ud83e\udd16 \uc774 \uae00\uc740 AI(Claude)\uac00 \uc790\ub3d9\uc73c\ub85c \uc218\uc9d1\u00b7\uc791\uc131\ud55c \ube0c\ub9ac\ud551\uc785\ub2c8\ub2e4. \ud22c\uc790 \ucc38\uace0\uc6a9\uc73c\ub85c\ub9cc \ud65c\uc6a9\ud558\uc2dc\uace0, \uc911\uc694\ud55c \uacb0\uc815\uc740 \uacf5\uc2dd \uc790\ub8cc\ub97c \ud655\uc778\ud558\uc138\uc694. \ud83d\udcc8 \uc624\ub298 \uc99d\uc2dc \ub9c8\uac10 \ucf54\uc2a4\ud53c\ub294 \uc804 \uac70\ub798\uc77c \ub300\ube44 +57.88p(+0.90%) \uc624\ub978 6,475.81\ub85c \ub9c8\uac10. \uc0ac\ud758 \uc5f0\uc18d \uc0ac\uc0c1 \ucd5c\uace0\uce58 \uacbd\uc2e0, \uc7a5\uc911 6,557\uae4c\uc9c0 \uc0c1\uc2b9\ud558\uba70 \uc0ac\uc0c1 \uccab 6,500 \ub3cc\ud30c. \ub2e4\ub9cc \uc911\ub3d9 \uae34\uc7a5 \uc7ac\ubd80\uac01\uc73c\ub85c 6,309\uae4c\uc9c0 \uae09\ub77d\ud588\ub2e4\uac00 \ubc18\ub4f1\ud558\ub294 \ub864\ub7ec\ucf54\uc2a4\ud130 \uc7a5\uc138. \ucf54\uc2a4\ub2e5\uc740 -6.81p(-0.58%)\uc778 1,174.31 \ub9c8\uac10. \uc0c1\uc2b9 \uc6d0\uc778: SK\ud558\uc774\ub2c9\uc2a4 […]<\/p>\n","protected":false},"author":0,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[88],"tags":[],"class_list":["post-1021","post","type-post","status-publish","format-standard","hentry","category-kospi-close"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/posts\/1021","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1021"}],"version-history":[{"count":0,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/posts\/1021\/revisions"}],"wp:attachment":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1021"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1021"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1021"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}