{"id":1022,"date":"2026-04-23T23:11:41","date_gmt":"2026-04-23T14:11:41","guid":{"rendered":"https:\/\/nangchang.nes.or.kr\/?p=1022"},"modified":"2026-04-23T23:11:41","modified_gmt":"2026-04-23T14:11:41","slug":"%f0%9f%87%ba%f0%9f%87%b8-%eb%af%b8%ec%9e%a5-%ea%b0%9c%ec%9e%a5-%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=1022","title":{"rendered":"\ud83c\uddfa\ud83c\uddf8 \ubbf8\uc7a5 \uac1c\uc7a5 \ube0c\ub9ac\ud551 \u2014 2026\ub144 04\uc6d4 23\uc77c"},"content":{"rendered":"<div style=\"background:#f0f4ff;border-left:4px solid #4a90d9;padding:10px 15px;margin-bottom:20px;font-size:0.9em;color:#555\">\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<h3>\ud83c\uddfa\ud83c\uddf8 \ubbf8\uad6d \uc99d\uc2dc \uac1c\uc7a5 \ub3d9\ud5a5<\/h3>\n<p>\uc804\uc77c S&amp;P500\u00b7\ub098\uc2a4\ub2e5\uc774 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud55c \ub370 \uc774\uc5b4, 23\uc77c(\ubaa9) \uac1c\uc7a5 \ucd08\ubc18\uc740 \uc18c\ud3ed \ud558\ub77d\uc73c\ub85c \ucd9c\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\uc758 \uc2e4\ub9dd\uc2a4\ub7ec\uc6b4 \uc2e4\uc801 \ubc18\uc751\uacfc \ud638\ub974\ubb34\uc988 \ud574\ud611 \uae34\uc7a5 \uc7ac\ubd80\uc0c1\uc774 \ud22c\uc790 \uc2ec\ub9ac\ub97c \ub204\ub974\ub294 \ubaa8\uc2b5\uc785\ub2c8\ub2e4.<\/p>\n<ul>\n<li>\ub2e4\uc6b0\uc874\uc2a4: <strong style=\"color:#2980b9\">\u25bc 0.40%<\/strong><\/li>\n<li>S&amp;P 500: <strong style=\"color:#2980b9\">\u25bc 0.26%<\/strong><\/li>\n<li>\ub098\uc2a4\ub2e5: <strong style=\"color:#2980b9\">\u25bc 0.45%<\/strong><\/li>\n<li>\ub7ec\uc140 2000: <strong style=\"color:#c0392b\">\u25b2 0.74%<\/strong> (\uc18c\ud615\uc8fc \uc0c1\ub300 \uac15\uc138)<\/li>\n<\/ul>\n<p>S&amp;P500 \uc2e4\uc801 \ubc1c\ud45c \uae30\uc5c5 \uc911 <strong>81%<\/strong>\uac00 EPS \ucee8\uc13c\uc11c\uc2a4\ub97c \uc0c1\ud68c\ud558\uace0 <strong>76%<\/strong>\uac00 \ub9e4\ucd9c \uc608\uc0c1\uc744 \uc6c3\ub3c4\ub294 \ub4f1 \uc5b4\ub2dd\uc2dc\uc98c\uc740 \uc804\ubc18\uc801\uc73c\ub85c \uc591\ud638\ud569\ub2c8\ub2e4.<\/p>\n<h3>\ud83d\udcca \uc8fc\uc694 \uacbd\uc81c \uc9c0\ud45c<\/h3>\n<ul>\n<li>\uc2e0\uaddc \uc2e4\uc5c5\uc218\ub2f9 \uccad\uad6c: <strong style=\"color:#c0392b\">207,000\uba85<\/strong> (\uc608\uc0c1 215,000 \ud558\ud68c \u2014 \ud638\uc870)<\/li>\n<li>3\uc6d4 \ube44\ub18d\uc5c5 \uace0\uc6a9: <strong>+178,000\uba85<\/strong> (\ud5ec\uc2a4\ucf00\uc5b4\u00b7\uac74\uc124\u00b7\uc6b4\uc218\uc5c5 \uc911\uc2ec)<\/li>\n<li>3\uc6d4 \uc2e4\uc5c5\ub960: <strong>4.3%<\/strong><\/li>\n<\/ul>\n<p>\uc5f0\uc900\uc740 \ubb3c\uac00 \ubaa9\ud45c \ubcf5\uadc0 \uc5ec\ubd80\ub97c \ud655\uc778\ud558\uba70 \uc778\ub0b4\uc2ec\uc744 \uac16\uaca0\ub2e4\ub294 \uae30\uc870\ub97c \uc720\uc9c0 \uc911\uc785\ub2c8\ub2e4. \uc720\uac00 \uc0c1\uc2b9\uc774 \uc778\ud50c\ub808\uc774\uc158 \uacbd\ub85c\uc758 \ubcc0\uc218\ub85c \ub5a0\uc624\ub974\uba70 \uae08\ub9ac \uc778\ud558 \uae30\ub300\uac00 \uc18c\ud3ed \ud6c4\ud1f4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<h3>\ud83c\udfe2 \uc8fc\uc694 \uc885\ubaa9 \uc774\uc288<\/h3>\n<p><strong>\ud14c\uc2ac\ub77c (TSLA) Q1 2026<\/strong><\/p>\n<ul>\n<li>EPS: <strong style=\"color:#c0392b\">$0.41<\/strong> (\uc608\uc0c1 $0.36 \uc0c1\ud68c)<\/li>\n<li>\ub9e4\ucd9c: <strong style=\"color:#c0392b\">$22.39B<\/strong> (\uc608\uc0c1 \uc18c\ud3ed \ucd08\uacfc)<\/li>\n<li>\uc790\ub3d9\ucc28 \ucd1d\uc774\uc775\ub960 19.2% \/ \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ucd1d\uc774\uc775\ub960 \uc0ac\uc0c1 \ucd5c\uace0 <strong>39.5%<\/strong><\/li>\n<li>\uc8fc\uac00: \ub300\uaddc\ubaa8 Capex \uacc4\ud68d \uc5b8\uae09\uc5d0 <strong style=\"color:#2980b9\">\u25bc\uc57d 3%<\/strong> \ud558\ub77d<\/li>\n<\/ul>\n<p><strong>\uae30\ud0c0<\/strong><\/p>\n<ul>\n<li>\ub137\ud50c\ub9ad\uc2a4(NFLX): EPS <strong style=\"color:#c0392b\">$1.23<\/strong> (\uc608\uc0c1 $0.76 \ub300\ud3ed \uc0c1\ud68c)<\/li>\n<li>\ub9c8\uc774\ud06c\ub860(MU): EPS <strong style=\"color:#c0392b\">$12.20<\/strong> (\uc608\uc0c1 $9.19 \uc0c1\ud68c)<\/li>\n<\/ul>\n<p><strong>\uc624\ub298 \uc7a5 \ub9c8\uac10 \ud6c4 \uc2e4\uc801 \uc608\uc815:<\/strong> American Express(AXP), Intel(INTC), Honeywell(HON), Comcast(CMCSA), Lockheed Martin(LMT)<\/p>\n<h3>\ud83d\udcb1 \ud658\uc728 \ubc0f \uc6d0\uc790\uc7ac<\/h3>\n<ul>\n<li>WTI \uc6d0\uc720: <strong style=\"color:#c0392b\">$93~$94\/\ubc30\ub7f4 (+1.26%)<\/strong> \u2014 \ud638\ub974\ubb34\uc988 \ud574\ud611 \uae34\uc7a5<\/li>\n<li>\uae08(Gold): <strong style=\"color:#c0392b\">$4,706\/\uc628\uc2a4<\/strong><\/li>\n<li>\uc740(Silver): <strong>$79~$81\/\uc628\uc2a4<\/strong><\/li>\n<li>\ub2ec\ub7ec \uc778\ub371\uc2a4(DXY): <strong style=\"color:#2980b9\">\uc57d 98.70~99.00<\/strong> (\ub2ec\ub7ec \uc57d\uc138)<\/li>\n<li>\uc6d0\/\ub2ec\ub7ec \ud658\uc728: <strong>\uc57d 1,480\uc6d0\ub300<\/strong><\/li>\n<\/ul>\n<h3>\ud83e\ude99 \uc554\ud638\ud654\ud3d0 \ub3d9\ud5a5<\/h3>\n<ul>\n<li>\ube44\ud2b8\ucf54\uc778(BTC): <strong style=\"color:#c0392b\">$77,809<\/strong> (+0.4%) \u2014 2\uc6d4 \uc774\ud6c4 $78K \uc7ac\uc811\uadfc<\/li>\n<li>\uc774\ub354\ub9ac\uc6c0(ETH): <strong style=\"color:#2980b9\">\uc57d $2,317<\/strong> (\uc57d -2%)<\/li>\n<li>\uc194\ub77c\ub098(SOL): <strong style=\"color:#2980b9\">$85.74 (-2.49%)<\/strong><\/li>\n<li>XRP: <strong style=\"color:#2980b9\">$1.42 (-2.32%)<\/strong><\/li>\n<\/ul>\n<p><strong>\uacf5\ud3ec\u00b7\ud0d0\uc695 \uc9c0\uc218: 46 (\uc911\ub9bd\/\uc57d\ud55c \uacf5\ud3ec)<\/strong> \u2014 3\uc77c \uc5f0\uc18d 50 \ud558\ud68c, \uc54c\ud2b8\ucf54\uc778 \uc911\uc2ec \ubbf8\uc2dc\uc801 \uc2ec\ub9ac \uc704\ucd95 \uc9c0\uc18d<\/p>\n<h3>\ud83d\udcc5 \uc624\ub298 \ubc24 \uc8fc\ubaa9 \uc774\ubca4\ud2b8<\/h3>\n<ul>\n<li>\ud83c\udfe2 \uc7a5 \ub9c8\uac10 \ud6c4 \uc2e4\uc801: AXP, INTC, HON, CMCSA, LMT<\/li>\n<li>\ud83d\udee2\ufe0f \ud638\ub974\ubb34\uc988 \ud574\ud611 \uc0c1\ud669: \ubbf8\u00b7\uc774\ub780 \uc678\uad50\uc801 \uc804\uac1c \ubc0f \uc720\uac00 \ucd94\uac00 \uc0c1\uc2b9 \uc5ec\ubd80<\/li>\n<li>\ud83d\udcc8 4\uc6d4 PMI \uc608\ube44\uce58 \ubc1c\ud45c (\uc81c\uc870\uc5c5\u00b7\uc11c\ube44\uc2a4\uc5c5)<\/li>\n<li>\ud83c\udf99\ufe0f \uc5f0\uc900 \uc704\uc6d0 \ubc1c\uc5b8 \uc77c\uc815 (\uc778\ud50c\ub808\uc774\uc158 \uacbd\ub85c \uad00\ub828 \ucf54\uba58\ud2b8 \uc8fc\uc2dc)<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\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. \ud83c\uddfa\ud83c\uddf8 \ubbf8\uad6d \uc99d\uc2dc \uac1c\uc7a5 \ub3d9\ud5a5 \uc804\uc77c S&amp;P500\u00b7\ub098\uc2a4\ub2e5\uc774 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud55c \ub370 \uc774\uc5b4, 23\uc77c(\ubaa9) \uac1c\uc7a5 \ucd08\ubc18\uc740 \uc18c\ud3ed \ud558\ub77d\uc73c\ub85c \ucd9c\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\uc758 \uc2e4\ub9dd\uc2a4\ub7ec\uc6b4 \uc2e4\uc801 \ubc18\uc751\uacfc \ud638\ub974\ubb34\uc988 \ud574\ud611 \uae34\uc7a5 \uc7ac\ubd80\uc0c1\uc774 \ud22c\uc790 \uc2ec\ub9ac\ub97c \ub204\ub974\ub294 \ubaa8\uc2b5\uc785\ub2c8\ub2e4. \ub2e4\uc6b0\uc874\uc2a4: \u25bc 0.40% S&amp;P 500: \u25bc 0.26% \ub098\uc2a4\ub2e5: \u25bc 0.45% [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[89],"tags":[],"class_list":["post-1022","post","type-post","status-publish","format-standard","hentry","category-us-open"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/posts\/1022","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=1022"}],"version-history":[{"count":0,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/posts\/1022\/revisions"}],"wp:attachment":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1022"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1022"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1022"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}