{"id":1026,"date":"2026-04-24T23:27:28","date_gmt":"2026-04-24T14:27:28","guid":{"rendered":"https:\/\/nangchang.nes.or.kr\/?p=1026"},"modified":"2026-04-24T23:27:28","modified_gmt":"2026-04-24T14:27:28","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%94-24%ec%9d%bc","status":"publish","type":"post","link":"https:\/\/nangchang.nes.or.kr\/?p=1026","title":{"rendered":"\ud83c\uddfa\ud83c\uddf8 \ubbf8\uc7a5 \uac1c\uc7a5 \ube0c\ub9ac\ud551 \u2014 2026\ub144 04\uc6d4 24\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>4\uc6d4 24\uc77c(\uae08) \ubbf8\uad6d \uc99d\uc2dc\ub294 <strong>\uc778\ud154(INTC)\uc758 \uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988<\/strong>\uc5d0 \ud798\uc785\uc5b4 \ubc18\ub3c4\uccb4\u00b7\uae30\uc220\uc8fc \uc911\uc2ec\uc73c\ub85c \uc0c1\uc2b9 \ucd9c\ubc1c\ud558\ub294 \ubaa8\uc2b5\uc785\ub2c8\ub2e4.<\/p>\n<ul>\n<li><strong>S&amp;P 500<\/strong>: <strong style=\"color:#c0392b\">7,121p (+0.18%)<\/strong><\/li>\n<li><strong>\ub098\uc2a4\ub2e5 100 \uc120\ubb3c<\/strong>: <strong style=\"color:#c0392b\">+172pt (+\uc57d 0.5%)<\/strong> \u2014 \uc778\ud154 \ub7a0\ub9ac \uc8fc\ub3c4<\/li>\n<li><strong>\ub2e4\uc6b0 \uc120\ubb3c<\/strong>: <strong style=\"color:#2980b9\">-58pt (-0.2%)<\/strong> \u2014 \uc720\uac00 \uae09\ub4f1 \ubd80\ub2f4<\/li>\n<\/ul>\n<p>\uc804\ub0a0(23\uc77c) S&amp;P 500\uc740 <strong style=\"color:#2980b9\">-0.41%<\/strong>(7,108), \ub098\uc2a4\ub2e5 <strong style=\"color:#2980b9\">-0.89%<\/strong>(24,438), \ub2e4\uc6b0 <strong style=\"color:#2980b9\">-0.36%<\/strong>\ub85c \ub9c8\uac10\ud588\uc2b5\ub2c8\ub2e4. \uc624\ub298\uc740 \uc778\ud154 \uc2e4\uc801 \uc11c\ud504\ub77c\uc774\uc988\ub85c \uae30\uc220\uc8fc\uac00 \ubc18\ub4f1 \uacac\uc778 \uc911. S&amp;P 500\uc740 \ucd5c\uadfc \ud55c \ub2ec\uac04 <strong style=\"color:#c0392b\">+8.02%<\/strong>, \uc804\ub144 \ub300\ube44 <strong style=\"color:#c0392b\">+28.87%<\/strong>\ub97c \uae30\ub85d \uc911\uc785\ub2c8\ub2e4.<\/p>\n<p><strong>\uc139\ud130\ubcc4 \ucd08\ubc18 \ud750\ub984:<\/strong> \ubc18\ub3c4\uccb4\u00b7AI \uad00\ub828\uc8fc \uac15\uc138(\uc778\ud154\u00b7\ud14d\uc0ac\uc2a4\uc778\uc2a4\ud2b8\ub8e8\uba3c\ud2b8 \uae09\ub4f1), \uc5d0\ub108\uc9c0 \uc139\ud130 \uac15\uc138(\uc720\uac00 \uae09\ub4f1 \uc218\ud61c), \ud56d\uacf5\u00b7\uc18c\ube44\uc7ac \ub4f1 \uc720\uac00 \ubd80\ub2f4 \uc5c5\uc885 \uc57d\uc138.<\/p>\n<h3>\ud83d\udcca \uc8fc\uc694 \uacbd\uc81c \uc9c0\ud45c<\/h3>\n<p>\uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed)\ub294 3\uc6d4 17~18\uc77c \ud68c\uc758\uc5d0\uc11c \uae08\ub9ac\ub97c <strong>3.50~3.75%<\/strong>\ub85c \ub3d9\uacb0, \uc62c\ud574 \uc778\ud558 \ud69f\uc218\ub97c <strong>1\ud68c<\/strong>\ub85c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ub2e4\uc74c FOMC \ud68c\uc758\ub294 <strong>4\uc6d4 28~29\uc77c<\/strong> \uc608\uc815\uc774\uba70, \ud604\uc7ac FOMC \uc704\uc6d0 \ube14\ub799\uc544\uc6c3 \uae30\uac04\uc73c\ub85c \ucd94\uac00 \ubc1c\uc5b8 \uc5c6\uc74c.<\/p>\n<p>S&amp;P 500 \uae30\uc5c5\uc758 2026\ub144 \uc774\uc775 \uc131\uc7a5\ub960 \uc804\ub9dd\uce58\ub294 \uc5f0\ucd08 \ub300\ube44 \uc57d 1.8% \uc0c1\ud5a5\ub41c <strong style=\"color:#c0392b\">+16%<\/strong>. \uc911\ub3d9 \ubd84\uc7c1(\ud638\ub974\ubb34\uc988 \ud574\ud611 \ubd09\uc1c4 \uc6b0\ub824)\uc5d0 \ub530\ub978 \uc5d0\ub108\uc9c0 \uac00\uaca9 \uc0c1\uc2b9 \uc601\ud5a5\uc774 \uace0\ube48\ub3c4 \ub370\uc774\ud130\uc5d0 \ubc18\uc601\ub418\uae30 \uc2dc\uc791\ud588\uc73c\ub098, \uacf5\uc2dd GDP\uc5d0\ub294 \ubbf8\ubc18\uc601 \uc0c1\ud0dc\uc785\ub2c8\ub2e4.<\/p>\n<h3>\ud83c\udfe2 \uc8fc\uc694 \uc885\ubaa9 \uc774\uc288<\/h3>\n<p><strong>\u2b50 \uc778\ud154(INTC) \u2014 \uc624\ub298\uc758 \ud575\uc2ec \uc774\uc288<\/strong><br \/>\nQ1 2026 \uc2e4\uc801: \ub9e4\ucd9c <strong>$138\uc5b5<\/strong>(\uc608\uc0c1 $123\uc5b5 \ub300\ud3ed \uc0c1\ud68c), \uc870\uc815 EPS <strong>$0.29<\/strong>(\uc608\uc0c1 $0.01 \uc555\ub3c4). \ube44GAAP \ub9e4\ucd9c\ucd1d\uc774\uc775\ub960 41%(\uac00\uc774\ub358\uc2a4 \ub300\ube44 +650bp). 6\ubd84\uae30 \uc5f0\uc18d \uae30\ub300\uce58 \ucd08\uacfc. \ub370\uc774\ud130\uc13c\ud130 \ubd80\ubb38 <strong style=\"color:#c0392b\">+22% YoY<\/strong>($51\uc5b5), AI \uad00\ub828 \ub9e4\ucd9c \ube44\uc911 60%\u00b7\uc131\uc7a5\ub960 40%. \uc8fc\uac00 \uc2dc\uac04\uc678 \ucd5c\ub300 <strong style=\"color:#c0392b\">+30%<\/strong> \uae09\ub4f1($87.09). Q2 \uac00\uc774\ub358\uc2a4: \ub9e4\ucd9c $138\uc5b5~$148\uc5b5(\uc608\uc0c1 $130.7\uc5b5 \uc0c1\ud68c).<\/p>\n<p><strong>\ud14d\uc0ac\uc2a4\uc778\uc2a4\ud2b8\ub8e8\uba3c\ud2b8(TXN)<\/strong>: \uac15\ud55c \uc2e4\uc801 \ubc1c\ud45c \ud6c4 <strong style=\"color:#c0392b\">+19.43%<\/strong> \ud3ed\ub4f1(2000\ub144 \uc774\ud6c4 \ucd5c\ub300 \ub2e8\uc77c \uc0c1\uc2b9). iShares \ubc18\ub3c4\uccb4 ETF 17\uac70\ub798\uc77c \uc5f0\uc18d \uc0c1\uc2b9 \uc911.<\/p>\n<p><strong>\ud14c\uc2ac\ub77c(TSLA)<\/strong>: 4\uc6d4 22\uc77c Q1 \uc2e4\uc801 \ubc1c\ud45c. EPS <strong>$0.41<\/strong>(\uc608\uc0c1 $0.36 \ucd08\uacfc), \ub9e4\ucd9c <strong>$224\uc5b5<\/strong>. \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ubd80\ubb38 \uc5ed\ub300 \ucd5c\uace0 \ub9e4\ucd9c\ucd1d\uc774\uc775\ub960 39.5%. \uc8fc\ubb38 \uc794\uace0 2\ub144\uc5ec \ub9cc\uc5d0 \ucd5c\uace0.<\/p>\n<p><strong>\ube45\ud14c\ud06c \uc608\uace0<\/strong>: \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\u00b7\uc54c\ud30c\ubcb3\u00b7\uc544\ub9c8\uc874\u00b7\uba54\ud0c0 <strong>4\uc6d4 29\uc77c(\ud654)<\/strong> \uc77c\uc81c\ud788 \uc2e4\uc801 \ubc1c\ud45c. AI \ud22c\uc790 \ub300\ube44 \uc218\uc775\ud654 \uc18d\ub3c4\uac00 \ud575\uc2ec \uad00\uc804 \ud3ec\uc778\ud2b8.<\/p>\n<h3>\ud83d\udcb1 \ud658\uc728 \ubc0f \uc6d0\uc790\uc7ac<\/h3>\n<ul>\n<li><strong>\ub2ec\ub7ec \uc778\ub371\uc2a4(DXY)<\/strong>: <strong>98.05<\/strong> (<strong style=\"color:#2980b9\">-0.05%<\/strong>)<\/li>\n<li><strong>\uc6d0\/\ub2ec\ub7ec \ud658\uc728<\/strong>: \uc57d <strong>1,483\uc6d0<\/strong> \u2014 \ub2ec\ub7ec \uc870\uc815\uc5d0 \uc6d0\ud654 \uc18c\ud3ed \uac15\uc138<\/li>\n<li><strong>WTI \uc6d0\uc720<\/strong>: <strong style=\"color:#c0392b\">\uc57d $97.68\/\ubc30\ub7f4<\/strong> \u2014 5\uac70\ub798\uc77c\uac04 <strong style=\"color:#c0392b\">+11.5%<\/strong> \uae09\ub4f1(\ud638\ub974\ubb34\uc988 \ud574\ud611 \ubd09\uc1c4 \uc6b0\ub824)<\/li>\n<li><strong>\ube0c\ub80c\ud2b8\uc720<\/strong>: WTI \ub300\ube44 \uc18c\ud3ed \ud504\ub9ac\ubbf8\uc5c4, $100 \ub3cc\ud30c \uc784\ubc15<\/li>\n<li><strong>\uae08(Gold)<\/strong>: <strong>$4,728\/\uc628\uc2a4<\/strong> (<strong style=\"color:#2980b9\">-0.25%<\/strong>) \u2014 \ub2ec\ub7ec \uac15\uc138\u00b7\uc720\uac00 \uc0c1\uc2b9\uc5d0 \uc18c\ud3ed \ubc00\ub9bc<\/li>\n<li><strong>\uc740(Silver)<\/strong>: \uae08\uacfc \ud568\uaed8 \uc18c\ud3ed \ud558\ub77d\uc138<\/li>\n<\/ul>\n<h3>\ud83e\ude99 \uc554\ud638\ud654\ud3d0 \ub3d9\ud5a5<\/h3>\n<ul>\n<li><strong>\ube44\ud2b8\ucf54\uc778(BTC)<\/strong>: \uc57d <strong>$78,107<\/strong> \u2014 5\uc77c\uac04 <strong style=\"color:#c0392b\">+5.81%<\/strong>. $78,000\ub300 \ubc15\uc2a4\uad8c \uacf5\uace0\ud654<\/li>\n<li><strong>\uc774\ub354\ub9ac\uc6c0(ETH)<\/strong>: \uc57d <strong>$2,353<\/strong> \u2014 5\uc77c\uac04 <strong style=\"color:#c0392b\">+2.73%<\/strong>. $2,300\ub300 \uc9c0\uc9c0<\/li>\n<li><strong>\uc194\ub77c\ub098(SOL)<\/strong>: \uc57d <strong>$86.20<\/strong> (<strong style=\"color:#2980b9\">-0.73%<\/strong>) \u2014 24\uc2dc\uac04 \uc18c\ud3ed \uc870\uc815, Q1 DEX \uac70\ub798\ub7c9 41% \uc810\uc720\ub85c \uc628\uccb4\uc778 \ud380\ub354\uba58\ud138 \uacac\uc870<\/li>\n<li><strong>XRP\u00b7BNB<\/strong>: \uc911\uc21c \ubcc0\ub3d9\uc131 \uc774\ud6c4 \uc548\uc815\ud654 \uad6d\uba74<\/li>\n<\/ul>\n<p><strong>\uacf5\ud3ec\u00b7\ud0d0\uc695 \uc9c0\uc218<\/strong>: <strong>33 (\uacf5\ud3ec)<\/strong> \u2014 4\uc6d4 \ucd08 23(\uadf9\ub2e8\uc801 \uacf5\ud3ec) \ub300\ube44 \uac1c\uc120\ub418\uc5c8\uc73c\ub098 \uc911\ub9bd\uad8c \ubbf8\ub3c4\ub2ec. \ud22c\uc790\uc790 \uc2ec\ub9ac \uc870\uc2ec\uc2a4\ub7ec\uc6b4 \uc0c1\ud0dc \uc9c0\uc18d.<\/p>\n<p>\ud83d\udccc \uc624\ub298(4\/24)\uc740 Deribit \uac70\ub798\uc18c <strong>BTC\u00b7ETH \uc6d4\ubb3c \uc635\uc158 \ub9cc\uae30\uc77c<\/strong>\ub85c, \uc7a5\uc911 \ubcc0\ub3d9\uc131 \ud655\ub300 \uc8fc\uc758.<\/p>\n<h3>\ud83d\udcc5 \uc624\ub298 \ubc24 \uc8fc\ubaa9 \uc774\ubca4\ud2b8<\/h3>\n<ul>\n<li><strong>Deribit BTC\u00b7ETH \uc6d4\ubb3c \uc635\uc158 \ub9cc\uae30<\/strong> \u2014 \ud06c\ub9bd\ud1a0 \uc7a5\uc911 \ubcc0\ub3d9\uc131 \ud655\ub300 \uac00\ub2a5\uc131<\/li>\n<li><strong>\uc778\ud154(INTC) \uc5b4\ub2dd\ucf5c \uc5ec\ud30c \uc9c0\uc18d<\/strong> \u2014 \ubc18\ub3c4\uccb4 \uc139\ud130 \uac15\uc138 \uc9c0\uc18d \uc5ec\ubd80 \uc8fc\ubaa9<\/li>\n<li><strong>\uc5f0\uc900 \ube14\ub799\uc544\uc6c3 \uae30\uac04<\/strong> \u2014 4\uc6d4 28~29\uc77c FOMC \ud68c\uc758 \uc55e\ub450\uace0 \uc704\uc6d0 \ubc1c\uc5b8 \uc5c6\uc74c<\/li>\n<li><strong>\ucc28\uc8fc \uc8fc\uc694 \uc77c\uc815:<\/strong>\n<ul>\n<li>4\uc6d4 28~29\uc77c: FOMC \uc815\ub840\ud68c\uc758 (\ub3d9\uacb0 \uc720\ub825)<\/li>\n<li>4\uc6d4 29\uc77c: \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\u00b7\uc54c\ud30c\ubcb3\u00b7\uc544\ub9c8\uc874\u00b7\uba54\ud0c0 \uc2e4\uc801 \ubc1c\ud45c<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"font-size:0.85em;color:#888;margin-top:20px\">\u203b \uc218\uce58\ub294 \ubbf8\uad6d \ub3d9\ubd80\uc2dc\uac04(ET) \uae30\uc900 \uac1c\uc7a5 \ucd08\ubc18 \ub370\uc774\ud130\uc774\uba70, \uc7a5\uc911 \ubcc0\ub3d9\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubcf8 \ube0c\ub9ac\ud551\uc740 AI\uac00 \uacf5\uac1c \ub370\uc774\ud130\ub97c \uc218\uc9d1\u00b7\uc694\uc57d\ud55c \uac83\uc73c\ub85c \ud22c\uc790 \uad8c\uc720\uac00 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\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 4\uc6d4 24\uc77c(\uae08) \ubbf8\uad6d \uc99d\uc2dc\ub294 \uc778\ud154(INTC)\uc758 \uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988\uc5d0 \ud798\uc785\uc5b4 \ubc18\ub3c4\uccb4\u00b7\uae30\uc220\uc8fc \uc911\uc2ec\uc73c\ub85c \uc0c1\uc2b9 \ucd9c\ubc1c\ud558\ub294 \ubaa8\uc2b5\uc785\ub2c8\ub2e4. S&amp;P 500: 7,121p (+0.18%) \ub098\uc2a4\ub2e5 100 \uc120\ubb3c: +172pt (+\uc57d 0.5%) \u2014 \uc778\ud154 \ub7a0\ub9ac \uc8fc\ub3c4 \ub2e4\uc6b0 \uc120\ubb3c: -58pt (-0.2%) \u2014 \uc720\uac00 \uae09\ub4f1 \ubd80\ub2f4 [&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-1026","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\/1026","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=1026"}],"version-history":[{"count":0,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/posts\/1026\/revisions"}],"wp:attachment":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1026"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1026"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1026"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}