{"id":1033,"date":"2026-04-28T23:15:53","date_gmt":"2026-04-28T14:15:53","guid":{"rendered":"https:\/\/nangchang.nes.or.kr\/?p=1033"},"modified":"2026-04-28T23:15:53","modified_gmt":"2026-04-28T14:15:53","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%94-28%ec%9d%bc","status":"publish","type":"post","link":"https:\/\/nangchang.nes.or.kr\/?p=1033","title":{"rendered":"\ud83c\uddfa\ud83c\uddf8 \ubbf8\uc7a5 \uac1c\uc7a5 \ube0c\ub9ac\ud551 \u2014 2026\ub144 04\uc6d4 28\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

\ud83c\uddfa\ud83c\uddf8 \ubbf8\uad6d \uc99d\uc2dc \uac1c\uc7a5 \ub3d9\ud5a5<\/h3>\n

4\uc6d4 28\uc77c(\ud654) \ubbf8\uad6d \uc99d\uc2dc\ub294 \ud63c\uc870\uc138\ub85c \uac1c\uc7a5\ud588\uc2b5\ub2c8\ub2e4. S&P 500<\/strong>\uc740 -0.46%<\/span> \ud558\ub77d, \ub2e4\uc6b0\uc874\uc2a4<\/strong>\ub294 +0.24%<\/span> \uc18c\ud3ed \uc0c1\uc2b9, \ub098\uc2a4\ub2e5<\/strong>\uc740 -1.0%<\/span>\ub85c \ubd80\uc9c4\ud588\uace0, \ub7ec\uc140 2000<\/strong>\uc740 +0.4%<\/span> \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. \uc7a5 \uc804 \ub098\uc2a4\ub2e5 100 \uc120\ubb3c<\/strong>\uc740 -1.2%<\/span>\ub85c \uc57d\uc138\ub97c \uc608\uace0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\uac1c\uc7a5 \ucd08\ubc18 \ud558\ub77d\uc744 \uc774\ub048 \uc8fc\uc694 \uc7ac\ub8cc\ub294 \ub450 \uac00\uc9c0\uc785\ub2c8\ub2e4. \uccab\uc9f8, OpenAI\uc758 \ub0b4\ubd80 \uc131\uc7a5 \ubaa9\ud45c \ubbf8\ub2ec \ubcf4\uace0\uc11c<\/strong>\uac00 \uc720\ucd9c\ub418\uba70 AI \uc778\ud504\ub77c \uc9c0\ucd9c\uc758 \uc9c0\uc18d \uac00\ub2a5\uc131\uc5d0 \uc758\uad6c\uc2ec\uc774 \ucee4\uc84c\uc2b5\ub2c8\ub2e4. \ub458\uc9f8, \ubbf8-\uc774\ub780 \ud611\uc0c1 \uad50\ucc29\uc73c\ub85c \ud638\ub974\ubb34\uc988 \ud574\ud611 \ubd09\uc1c4<\/strong>\uac00 \uc7a5\uae30\ud654\ub418\uba74\uc11c \uc720\uac00\uac00 \uae09\ub4f1, \uc778\ud50c\ub808\uc774\uc158 \uc6b0\ub824\uac00 \uc7ac\uc810\ud654\ub410\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc139\ud130\ubcc4 \ud750\ub984:<\/strong> AI\u00b7\ubc18\ub3c4\uccb4 \uc139\ud130\uac00 \uc9d1\uc911 \ud0c0\uaca9\uc744 \ubc1b\uc558\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544(NVDA)<\/strong>, \ube0c\ub85c\ub4dc\ucef4(AVGO)<\/strong>, AMD<\/strong>\uac00 2~5% \uae09\ub77d<\/span>, \ud004\ucef4(QCOM)<\/strong> -3.5%<\/span>, \uc624\ub77c\ud074(ORCL)<\/strong>\uc740 OpenAI\uc640\uc758 $3,000\uc5b5 \uaddc\ubaa8 \ud30c\ud2b8\ub108\uc2ed \uc6b0\ub824\ub85c -7.5%<\/span> \uae09\ub77d\ud588\uc2b5\ub2c8\ub2e4. \ub124\uc624\ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5 CoreWeave<\/strong>\ub3c4 -7%<\/span> \ud558\ub77d. \ubc18\uba74 \uc5d0\ub108\uc9c0 \uc139\ud130<\/strong>\ub294 \uc720\uac00 \uae09\ub4f1 \uc218\ud61c\ub85c \uc0c1\uc2b9\uc138\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n

\ud83d\udcca \uc8fc\uc694 \uacbd\uc81c \uc9c0\ud45c<\/h3>\n

\ucd5c\uadfc CPI(3\uc6d4):<\/strong> \uc804\uc6d4 \ub300\ube44 +0.9%<\/span>, \uc804\ub144 \ub300\ube44 +3.3%<\/span>. \uadfc\uc6d0 CPI\ub294 \uc804\uc6d4 \ub300\ube44 +0.2%<\/span>(\uc608\uc0c1 \ubd80\ud569), \uc804\ub144 \ub300\ube44 +2.6%<\/span>(\uc608\uc0c1 \ud558\ud68c)\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc624\ub298 \ubc1c\ud45c \uc9c0\ud45c(\ud604\uc9c0\uc2dc\uac04):<\/strong> \uc18c\ube44\uc790\uc2e0\ub8b0\uc9c0\uc218(10:00 AM ET)\uc640 \uc8fc\ud0dd \uacf5\uc2e4\ub960\u00b7\uc790\uac00\ubcf4\uc720\uc728(10:00 AM ET)\uc774 \ubc1c\ud45c\ub420 \uc608\uc815\uc785\ub2c8\ub2e4.<\/p>\n

FOMC \ud68c\uc758:<\/strong> \uc624\ub298\ubd80\ud130 4\uc6d4 29\uc77c(\uc218)\uae4c\uc9c0 2\uc77c\uac04 \uc5f4\ub9ac\ub294 2026\ub144 \uc138 \ubc88\uc9f8 FOMC \ud68c\uc758\uac00 \uc9c4\ud589 \uc911\uc785\ub2c8\ub2e4. \uc774\ubc88 \ud68c\uc758\ub294 \uc81c\ub86c \ud30c\uc6d4 \uc758\uc7a5\uc758 \ub9c8\uc9c0\ub9c9 \ud68c\uc758<\/strong>\ub85c(\uc784\uae30 5\uc6d4 15\uc77c \ub9cc\ub8cc), \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \ucc28\uae30 \uc758\uc7a5\uc73c\ub85c \ucf00\ube48 \uc6cc\uc2dc(Kevin Warsh)<\/strong>\ub97c \uc9c0\uba85\ud55c \uc0c1\ud669\uc785\ub2c8\ub2e4. \uc5f0\uc900\uc740 \ud604\uc7ac “\uad00\ub9dd” \uae30\uc870\ub97c \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uae08\ub9ac \ub3d9\uacb0\uc774 \uc720\ub825\ud569\ub2c8\ub2e4.<\/p>\n

Q1 2026 \uc5b4\ub2dd \uc2dc\uc98c \uc911\uac04 \uacb0\uacfc:<\/strong> S&P 500 \uae30\uc5c5\uc758 28%\uac00 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud588\uc73c\uba70, \uc774 \uc911 84%<\/span>\uac00 EPS \ucee8\uc13c\uc11c\uc2a4\ub97c \uc0c1\ud68c\ud588\uc2b5\ub2c8\ub2e4. \uc2e4\uc801\uc740 \uc608\uc0c1 \ub300\ube44 \ud3c9\uade0 +12.3%<\/span> \uc6c3\ub3cc\uc558\uc73c\uba70, \ub9e4\ucd9c \uc131\uc7a5\ub960\uc740 \uc804\ub144 \ub300\ube44 +10.3%<\/span>\uc785\ub2c8\ub2e4.<\/p>\n

\ud83c\udfe2 \uc8fc\uc694 \uc885\ubaa9 \uc774\uc288<\/h3>\n

\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8(MSFT)<\/strong>\ub294 2026 \ud68c\uacc4\uc5f0\ub3c4 2\ubd84\uae30 \uc2e4\uc801\uc5d0\uc11c \ub9e4\ucd9c $813\uc5b5<\/strong>\uc73c\ub85c \uc608\uc0c1\uce58\ub97c \uc0c1\ud68c\ud588\uc73c\uba70, EPS $4.14<\/strong>\ub3c4 \ucee8\uc13c\uc11c\uc2a4\ub97c \ub118\uc5b4\uc130\uc2b5\ub2c8\ub2e4.<\/p>\n

\ud14c\uc2ac\ub77c(TSLA)<\/strong>\ub294 \uc624\ub298 \ubc24 \uc7a5\ub9c8\uac10 \ud6c4 Q1 2026 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. 1\ubd84\uae30 \uc0dd\uc0b0\ub7c9 408,386\ub300, \uc778\ub3c4\ub7c9 358,023\ub300\ub97c \uae30\ub85d\ud588\uc73c\uba70, \uc2dc\uc7a5 \ucee8\uc13c\uc11c\uc2a4\ub294 EPS $0.37<\/strong>, \ub9e4\ucd9c $227.1\uc5b5<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n

\ube44\uc790(V)<\/strong>\uc640 \ucf54\uce74\ucf5c\ub77c(KO)<\/strong>\ub3c4 \uc624\ub298 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud569\ub2c8\ub2e4. \uc804\uccb4 179\uac1c \uae30\uc5c5\uc774 4\uc6d4 28\uc77c \uacb0\uc0b0\uc744 \ubcf4\uace0\ud560 \uc608\uc815\uc785\ub2c8\ub2e4.<\/p>\n

\uc8fc\ubaa9\ud560 \uc885\ubaa9 \ubcc0\ub3d9:<\/strong> Poet Technologies<\/strong>\ub294 \ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0 \uc8fc\uc694 \uc218\uc8fc\ub97c \uc783\uc73c\uba70 \uc57d -50%<\/span> \ud3ed\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uc624\ub77c\ud074(ORCL)<\/strong>\uc740 OpenAI AI \uc6b4\uc601\uc744 \uc704\ud55c \ucef4\ud4e8\ud305 \ud30c\uc6cc \uacf5\uae09 \ud30c\ud2b8\ub108\uc2ed(5\ub144, $3,000\uc5b5)\uc5d0 \ub300\ud55c \uc6b0\ub824\ub85c -7.5%<\/span> \uae09\ub77d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

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

\uad6d\uc81c\uc720\uac00:<\/strong> \ubbf8-\uc774\ub780 \ud611\uc0c1 \uad50\ucc29\uacfc \ud638\ub974\ubb34\uc988 \ud574\ud611 \ubd09\uc1c4 \uc7a5\uae30\ud654\ub85c \uc720\uac00\uac00 \uae09\ub4f1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ube0c\ub80c\ud2b8\uc720<\/strong> $111.57\/bbl<\/span>(3\uc6d4 \uc774\ud6c4 \ucd5c\uace0\uce58), WTI<\/strong> $97\/bbl<\/span> \ub3cc\ud30c.<\/p>\n

\ub2ec\ub7ec \uc778\ub371\uc2a4(DXY):<\/strong> 98.577<\/strong>, \uc804\uc77c \ub300\ube44 +0.26%<\/span> \uc0c1\uc2b9.<\/p>\n

\uc6d0\/\ub2ec\ub7ec \ud658\uc728:<\/strong> 1,472.20\uc6d0<\/strong>, \uc804\uc77c \ub300\ube44 -0.11%<\/span> \uc18c\ud3ed \ud558\ub77d(\uc6d0\ud654 \uac15\uc138).<\/p>\n

\uae08(Gold):<\/strong> \uc57d $4,600\/oz<\/span>\ub85c \ud558\ub77d\uc138. \uae08\ub9ac \ub3d9\uacb0 \uae30\uc870 \uc18d \ub2ec\ub7ec \uac15\uc138\uc640 \uc720\uac00 \uae09\ub4f1\uc73c\ub85c \uc778\ud55c \uc2e4\uc9c8\uae08\ub9ac \uc0c1\uc2b9 \uc6b0\ub824\uac00 \uae08 \uac00\uaca9\uc744 \uc555\ubc15\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

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

\ube44\ud2b8\ucf54\uc778(BTC):<\/strong> \ud604\uc9c0 \uc624\uc804 7\uc2dc 10\ubd84 \uae30\uc900 $76,472<\/strong><\/span>, \uc804\uc77c \ub300\ube44 -1.6%<\/span>. FOMC \ud68c\uc758 \uc55e\ub450\uace0 \ubd88\ud655\uc2e4\uc131 \ud655\ub300.<\/p>\n

\uc774\ub354\ub9ac\uc6c0(ETH):<\/strong> $2,278<\/strong><\/span>, \uc804\uc77c \ub300\ube44 -2.8%<\/span> \ud558\ub77d.<\/p>\n

\uc8fc\uc694 \uc54c\ud2b8\ucf54\uc778:<\/strong><\/p>\n

    \n
  • \uc194\ub77c\ub098(SOL):<\/strong> $86.20<\/span>, 24\uc2dc\uac04 -0.73%<\/span><\/li>\n
  • XRP:<\/strong> $1.39<\/span> \ub0b4\uc678<\/li>\n
  • BNB:<\/strong> $621.94<\/strong><\/li>\n<\/ul>\n

    \uacf5\ud3ec\u00b7\ud0d0\uc695 \uc9c0\uc218:<\/strong> 40 (\uacf5\ud3ec)<\/strong> \u2014 \uc804\ub0a0 46(\uacf5\ud3ec)\uc5d0\uc11c \ub354 \ud558\ub77d. FOMC \ubd88\ud655\uc2e4\uc131, \uc720\uac00 \uae09\ub4f1, \ud638\ub974\ubb34\uc988 \ud574\ud611 \ub9ac\uc2a4\ud06c \ub4f1 \ubcf5\ud569 \uc545\uc7ac\ub85c \ud22c\uc2ec\uc774 \uc704\ucd95\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

    \ud83d\udcc5 \uc624\ub298 \ubc24 \uc8fc\ubaa9 \uc774\ubca4\ud2b8<\/h3>\n

    \uc7a5\uc911(\uc624\ub298):<\/strong><\/p>\n

      \n
    • \uc18c\ube44\uc790\uc2e0\ub8b0\uc9c0\uc218 \ubc1c\ud45c (\uc624\uc804 10\uc2dc ET)<\/li>\n
    • \ube44\uc790(V), \ucf54\uce74\ucf5c\ub77c(KO) \ub4f1 \uc2e4\uc801 \ubc1c\ud45c<\/li>\n<\/ul>\n

      \uc7a5\ub9c8\uac10 \ud6c4(\uc624\ub298):<\/strong><\/p>\n

        \n
      • \ud83d\ude97 \ud14c\uc2ac\ub77c(TSLA)<\/strong> Q1 2026 \uc2e4\uc801 \ubc1c\ud45c \u2014 \uc608\uc0c1 EPS $0.37, \ub9e4\ucd9c $227.1\uc5b5<\/li>\n<\/ul>\n

        \ub0b4\uc77c(4\uc6d4 29\uc77c) \uc8fc\uc694 \uc77c\uc815:<\/strong><\/p>\n

          \n
        • \ub0b4\uad6c\uc7ac \uc8fc\ubb38(\uc624\uc804 8\uc2dc 30\ubd84 ET)<\/li>\n
        • \ud83c\udfe6 FOMC \uae08\ub9ac \uacb0\uc815 \ubc1c\ud45c<\/strong> (\uc624\ud6c4 2\uc2dc ET) + \ud30c\uc6d4 \uc758\uc7a5 \ub9c8\uc9c0\ub9c9 \uae30\uc790\ud68c\uacac (\uc624\ud6c4 2\uc2dc 30\ubd84)<\/li>\n
        • \uc7a5\ub9c8\uac10 \ud6c4: \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8(MSFT)<\/strong>, \uc54c\ud30c\ubcb3(GOOGL)<\/strong>, \uba54\ud0c0(META)<\/strong>, \uc544\ub9c8\uc874(AMZN)<\/strong> \uc2e4\uc801 \ube454 \ub3d9\uc2dc \ubc1c\ud45c<\/li>\n<\/ul>\n

          \u203b \ubcf8 \ube0c\ub9ac\ud551\uc740 \ud604\uc9c0 \uac1c\uc7a5 \ucd08\ubc18 \ub370\uc774\ud130 \uae30\uc900\uc774\uba70, \uc7a5\uc911 \ubcc0\ub3d9\uc5d0 \ub530\ub77c \uc218\uce58\uac00 \ub2ec\ub77c\uc9c8 \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. \ud83c\uddfa\ud83c\uddf8 \ubbf8\uad6d \uc99d\uc2dc \uac1c\uc7a5 \ub3d9\ud5a5 4\uc6d4 28\uc77c(\ud654) \ubbf8\uad6d \uc99d\uc2dc\ub294 \ud63c\uc870\uc138\ub85c \uac1c\uc7a5\ud588\uc2b5\ub2c8\ub2e4. S&P 500\uc740 -0.46% \ud558\ub77d, \ub2e4\uc6b0\uc874\uc2a4\ub294 +0.24% \uc18c\ud3ed \uc0c1\uc2b9, \ub098\uc2a4\ub2e5\uc740 -1.0%\ub85c \ubd80\uc9c4\ud588\uace0, \ub7ec\uc140 2000\uc740 +0.4% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. \uc7a5 \uc804 \ub098\uc2a4\ub2e5 100 \uc120\ubb3c\uc740 -1.2%\ub85c \uc57d\uc138\ub97c \uc608\uace0\ud588\uc2b5\ub2c8\ub2e4. \uac1c\uc7a5 \ucd08\ubc18 \ud558\ub77d\uc744 \uc774\ub048 \uc8fc\uc694 \uc7ac\ub8cc\ub294 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[89],"tags":[],"class_list":["post-1033","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\/1033","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"}],"author":[{"embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1033"}],"version-history":[{"count":0,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/posts\/1033\/revisions"}],"wp:attachment":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1033"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1033"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1033"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}