{"id":1034,"date":"2026-04-29T08:20:28","date_gmt":"2026-04-28T23:20:28","guid":{"rendered":"https:\/\/nangchang.nes.or.kr\/?p=1034"},"modified":"2026-04-29T08:20:28","modified_gmt":"2026-04-28T23:20:28","slug":"%f0%9f%8c%85-%ec%95%84%ec%b9%a8-%ec%a6%9d%ec%8b%9c-%eb%b8%8c%eb%a6%ac%ed%95%91-2026%eb%85%84-04%ec%9b%94-29%ec%9d%bc","status":"publish","type":"post","link":"https:\/\/nangchang.nes.or.kr\/?p=1034","title":{"rendered":"\ud83c\udf05 \uc544\uce68 \uc99d\uc2dc \ube0c\ub9ac\ud551 \u2014 2026\ub144 04\uc6d4 29\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 \ub9c8\uac10 (4\uc6d4 28\uc77c)<\/h3>\n<p>\uc804\ub0a0 \ub274\uc695 \uc99d\uc2dc\ub294 OpenAI\uc758 \ub9e4\ucd9c \ubaa9\ud45c \ubbf8\ub2ec \ubcf4\ub3c4\uac00 \uae30\uc220\uc8fc\ub97c \uc9d3\ub204\ub974\uba70 \ud63c\uc870\uc138\ub85c \ub9c8\uac10\ud588\uc2b5\ub2c8\ub2e4. \ubc18\uba74 \uc774\ub780-\ud638\ub974\ubb34\uc988 \ud574\ud611 \uae34\uc7a5 \uace0\uc870\ub85c \uc720\uac00\uac00 \uae09\ub4f1\ud558\uba74\uc11c \uc5d0\ub108\uc9c0\uc8fc\ub294 \uac15\uc138\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n<ul>\n<li>\ud83d\udd35 <strong>\ub2e4\uc6b0\uc874\uc2a4<\/strong>: <strong>49,141.93<\/strong> (<span style=\"color:#2980b9\">\u25bc25.86p, -0.05%<\/span>)<\/li>\n<li>\ud83d\udd35 <strong>S&amp;P 500<\/strong>: <strong>7,138.80<\/strong> (<span style=\"color:#2980b9\">\u25bc-0.49%<\/span>)<\/li>\n<li>\ud83d\udd35 <strong>\ub098\uc2a4\ub2e5 \uc885\ud569<\/strong>: <strong>24,663.80<\/strong> (<span style=\"color:#2980b9\">\u25bc-0.90%<\/span>)<\/li>\n<\/ul>\n<p><strong>\uc8fc\uc694 \ud558\ub77d \uc694\uc778<\/strong>: WSJ \ubcf4\ub3c4\uc5d0 \ub530\ub974\uba74 OpenAI\uac00 \ub0b4\ubd80 \ub9e4\ucd9c\u00b7\uc0ac\uc6a9\uc790 \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\uc9c0 \ubabb\ud588\uc73c\uba70, \uc774\ub85c \uc778\ud574 AI \uc778\ud504\ub77c \ud22c\uc790 \uc9c0\uc18d\uc131\uc5d0 \uc758\ubb38\uc774 \uc81c\uae30\ub418\uba70 \uc5d4\ube44\ub514\uc544, \uc624\ub77c\ud074, AMD, TSMC \ub4f1 AI \uad00\ub828\uc8fc\uac00 \ud558\ub77d \uc555\ub825\uc744 \ubc1b\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n<p><strong>\uc2dc\uc7a5 \uc2ec\ub9ac<\/strong>: CNN \uacf5\ud3ec\u00b7\ud0d0\uc695 \uc9c0\uc218 <strong>67 (\ud0d0\uc695)<\/strong> \u2014 \ud22c\uc790\uc790 \uc2ec\ub9ac\ub294 \uc5ec\uc804\ud788 \ud0d0\uc695 \uc601\uc5ed\uc5d0 \uba38\ubb3c\uace0 \uc788\uc73c\ub098, AI \ubd88\ud655\uc2e4\uc131\uacfc Fed \uacb0\uc815\uc744 \uc55e\ub450\uace0 \uad00\ub9dd\uc138\ub3c4 \uac10\uc9c0\ub429\ub2c8\ub2e4.<\/p>\n<h3>\ud83d\udcca \uc139\ud130 \ubc0f \uc8fc\uc694 \uc885\ubaa9<\/h3>\n<p><strong>\uc139\ud130\ubcc4 \ub3d9\ud5a5<\/strong>: \uc5d0\ub108\uc9c0 \uc139\ud130\uac00 \uc720\uac00 \uae09\ub4f1(WTI +3.5%)\uc5d0 \ud798\uc785\uc5b4 \uac15\uc138\ub97c \ubcf4\uc778 \ubc18\uba74, \uae30\uc220\u00b7\ud5ec\uc2a4\ucf00\uc5b4 \uc139\ud130\ub294 \uc18c\ud3ed \uc57d\uc138\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<ul>\n<li>\u26a1 <strong>\uc5d0\ub108\uc9c0<\/strong>: <span style=\"color:#c0392b\">\u25b2 \uac15\uc138<\/span> \u2014 BP 1\ubd84\uae30 \uc2e4\uc801 \ud638\uc870, WTI \uc6d0\uc720 <strong>$99.77<\/strong> (<span style=\"color:#c0392b\">+3.5%<\/span>), \ube0c\ub80c\ud2b8\uc720 <strong>$111.50<\/strong> (<span style=\"color:#c0392b\">+3.1%<\/span>)<\/li>\n<li>\ud83d\udcbb <strong>\uae30\uc220<\/strong>: <span style=\"color:#2980b9\">\u25bc \uc18c\ud3ed \uc57d\uc138<\/span> \u2014 OpenAI \uc2e4\uc801 \uc6b0\ub824\ub85c \uc5d4\ube44\ub514\uc544\u00b7AMD \ub4f1 \ubc18\ub3c4\uccb4\uc8fc \ud558\ub77d<\/li>\n<li>\ud83c\udfe5 <strong>\ud5ec\uc2a4\ucf00\uc5b4<\/strong>: <span style=\"color:#2980b9\">\u25bc \uc18c\ud3ed \uc57d\uc138<\/span> \u2014 \uc720\ub098\uc774\ud2f0\ub4dc\ud5ec\uc2a4 <span style=\"color:#c0392b\">+2.30%<\/span>, \uc874\uc2a8\uc564\uc874\uc2a8 <span style=\"color:#c0392b\">+2.12%<\/span> \uac1c\ubcc4 \uac15\uc138<\/li>\n<\/ul>\n<p><strong>\uc8fc\uc694 \uc885\ubaa9 \uc774\uc288<\/strong>: BP\uac00 1\ubd84\uae30 \uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988\ub97c \uae30\ub85d\ud558\uba70 \uc0c1\uc2b9. \uc774\ub780 \uad00\ub828 \uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc774 \uc5d0\ub108\uc9c0 \uc139\ud130 \uc804\ubc18\uc744 \uc9c0\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<h3>\ud83c\udf0f \uc544\uc2dc\uc544 \uc2dc\uc7a5 \ub3d9\ud5a5 (4\uc6d4 28\uc77c)<\/h3>\n<ul>\n<li>\ud83c\uddf0\ud83c\uddf7 <strong>\ucf54\uc2a4\ud53c<\/strong>: <strong>6,641<\/strong> (<span style=\"color:#c0392b\">\u25b2+0.39%<\/span>) \u2014 SK\ud558\uc774\ub2c9\uc2a4\u00b7\uc0bc\uc131\uc804\uc790 \ub4f1 \ubc18\ub3c4\uccb4 \uac15\uc138 \uc8fc\ub3c4<\/li>\n<li>\ud83c\udded\ud83c\uddf0 <strong>\ud56d\uc14d<\/strong>: (<span style=\"color:#2980b9\">\u25bc-0.48%<\/span>)<\/li>\n<li>\ud83c\udde8\ud83c\uddf3 <strong>CSI 300<\/strong>: <strong>4,758.21<\/strong> (<span style=\"color:#2980b9\">\u25bc-0.27%<\/span>)<\/li>\n<li>\ud83c\uddee\ud83c\uddf3 <strong>\uc778\ub3c4 Nifty 50<\/strong>: (<span style=\"color:#2980b9\">\u25bc-0.28%<\/span>)<\/li>\n<\/ul>\n<p>\uc911\ud654\uad8c \uc99d\uc2dc\ub294 \ubbf8\u00b7\uc911 \ubb34\uc5ed \uae34\uc7a5\uacfc \uae00\ub85c\ubc8c AI \ud22c\uc790 \uc6b0\ub824\ub85c \uc18c\ud3ed \uc57d\uc138\ub97c \ubcf4\uc778 \ubc18\uba74, \ucf54\uc2a4\ud53c\ub294 \ubc18\ub3c4\uccb4 \ubc0f \uad6d\ub0b4 \uacbd\uc81c \uc131\uc7a5 \uae30\ub300\uac10\uc73c\ub85c \ub3c5\uc790\uc801 \uac15\uc138\ub97c \ub098\ud0c0\ub0c8\uc2b5\ub2c8\ub2e4.<\/p>\n<h3>\ud83c\uddf0\ud83c\uddf7 \uc624\ub298 \uad6d\uc7a5 \uac1c\uc7a5 \uc804\ub9dd (4\uc6d4 29\uc77c)<\/h3>\n<p>\uc624\ub298 \uad6d\ub0b4 \uc99d\uc2dc\uc758 \ucd5c\ub300 \ubcc0\uc218\ub294 <strong>\ubbf8 \uc5f0\uc900(Fed)\uc758 \uae08\ub9ac \uacb0\uc815<\/strong>\uc785\ub2c8\ub2e4. FOMC \ud68c\uc758 \uacb0\uacfc \ubc1c\ud45c\uc640 \ud30c\uc6d4 \uc758\uc7a5\uc758 \uae30\uc790\ud68c\uacac\uc774 \uc608\uc815\ub418\uc5b4 \uc788\uc5b4, \ubc1c\ud45c \uc804\uae4c\uc9c0 \uad00\ub9dd \ud750\ub984\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<ul>\n<li>\ud83d\udcc8 \uc804\uc77c \ucf54\uc2a4\ud53c <strong>6,641<\/strong>\uc5d0\uc11c \ucd9c\ubc1c, SK\ud558\uc774\ub2c9\uc2a4\u00b7\uc0bc\uc131\uc804\uc790 \uc911\uc2ec \ubc18\ub3c4\uccb4 \uc139\ud130 \uac15\uc138 \ud750\ub984 \uc8fc\ubaa9<\/li>\n<li>\ud83d\udee2\ufe0f \uc720\uac00 \uae09\ub4f1\uc5d0 \ub530\ub978 \uc5d0\ub108\uc9c0\u00b7\uc815\uc720\uc8fc(SK\uc774\ub178\ubca0\uc774\uc158, S-Oil \ub4f1) \ub3d9\ubc18 \uac15\uc138 \uae30\ub300<\/li>\n<li>\u26a0\ufe0f \ubbf8 \ub098\uc2a4\ub2e5 -0.90% \ud558\ub77d \uc5ec\ud30c\ub85c \uad6d\ub0b4 IT\u00b7AI \ud14c\ub9c8\uc8fc \uc57d\ubcf4\ud569 \ucd9c\ubc1c \uac00\ub2a5\uc131<\/li>\n<li>\ud83c\udfe6 \uc624\ub298 \uc800\ub141 FOMC \uacb0\uacfc\uc5d0 \ub530\ub77c \ub0b4\uc77c \uc2dc\uc7a5 \ubc29\ud5a5\uc131\uc774 \ud06c\uac8c \uc88c\uc6b0\ub420 \uc804\ub9dd<\/li>\n<\/ul>\n<h3>\ud83d\udcb1 \ud658\uc728 \ubc0f \uc6d0\uc790\uc7ac<\/h3>\n<ul>\n<li>\ud83d\udcb5 <strong>\uc6d0\/\ub2ec\ub7ec \ud658\uc728<\/strong>: <strong>1,472\uc6d0<\/strong> (4\/28 \uae30\uc900)<\/li>\n<li>\ud83d\udee2\ufe0f <strong>WTI \uc6d0\uc720<\/strong>: <strong>$99.77\/\ubc30\ub7f4<\/strong> (<span style=\"color:#c0392b\">\u25b2+3.5%<\/span>) \u2014 \uc774\ub780 \ud638\ub974\ubb34\uc988 \uae34\uc7a5 \uace0\uc870<\/li>\n<li>\ud83d\udee2\ufe0f <strong>\ube0c\ub80c\ud2b8\uc720<\/strong>: <strong>$111.50\/\ubc30\ub7f4<\/strong> (<span style=\"color:#c0392b\">\u25b2+3.1%<\/span>)<\/li>\n<li>\ud83d\udfe1 \uae08: \uc548\uc804\uc790\uc0b0 \uc120\ud638 \uc9c0\uc18d\uc73c\ub85c \uac15\ubcf4\ud569 \uc608\uc0c1<\/li>\n<\/ul>\n<h3>\ud83e\ude99 \uc554\ud638\ud654\ud3d0 \ub3d9\ud5a5 (4\uc6d4 28\uc77c \uae30\uc900)<\/h3>\n<p>\uc8fc\uc694 \uc554\ud638\ud654\ud3d0\ub294 Fed \ud68c\uc758\ub97c \uc55e\ub450\uace0 \uc804\ubc18\uc801\uc73c\ub85c \ud558\ub77d \uc555\ub825\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<ul>\n<li>\u20bf <strong>\ube44\ud2b8\ucf54\uc778(BTC)<\/strong>: <strong>$76,472<\/strong> (<span style=\"color:#2980b9\">\u25bc-1.6%<\/span>) \u2014 Fed \ud68c\uc758 \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \ub9ac\uc2a4\ud06c\uc624\ud504<\/li>\n<li>\u039e <strong>\uc774\ub354\ub9ac\uc6c0(ETH)<\/strong>: <strong>$2,278<\/strong> (<span style=\"color:#2980b9\">\u25bc-2.8%<\/span>)<\/li>\n<li>\u25ce <strong>\uc194\ub77c\ub098(SOL)<\/strong>: <strong>$87.50<\/strong> (<span style=\"color:#c0392b\">\u25b2+1.2%<\/span>) \u2014 \uc8fc\uc694 \uc54c\ud2b8\ucf54\uc778 \uc911 \uc0c1\ub300\uc801 \uac15\uc138<\/li>\n<li>\u2715 <strong>XRP<\/strong>: <strong>$1.43<\/strong> \u2014 SEC\u00b7CFTC\uc758 \ub514\uc9c0\ud138 \uc0c1\ud488 \ubd84\ub958 \uc774\ud6c4 \uc548\uc815\uc801 \ud750\ub984 \uc720\uc9c0<\/li>\n<\/ul>\n<p>\ud06c\ub9bd\ud1a0 \uc2dc\uc7a5\uc740 \uc804\ubc18\uc801\uc73c\ub85c \uad00\ub9dd\uc138\uc774\ub098, \uc194\ub77c\ub098\ub294 \ud504\ub85c\ud1a0\ucf5c \uc5c5\uadf8\ub808\uc774\ub4dc \uae30\ub300\uac10\uc73c\ub85c \uac1c\ubcc4 \uac15\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<h3>\ud83d\udcc5 \uc624\ub298\uc758 \uc8fc\uc694 \uacbd\uc81c \uc77c\uc815 (4\uc6d4 29\uc77c, \uc218\uc694\uc77c)<\/h3>\n<ul>\n<li>\ud83c\uddfa\ud83c\uddf8 <strong>[\ub9e4\uc6b0 \uc911\uc694] FOMC \uae08\ub9ac \uacb0\uc815 \ubc1c\ud45c<\/strong> \u2014 \uc5f0\uc900\uc758 2026\ub144 \uc138 \ubc88\uc9f8 \uae08\ub9ac \uacb0\uc815. \ud30c\uc6d4 \uc758\uc7a5 \uae30\uc790\ud68c\uacac \uc608\uc815. \uae08\ub9ac \ub3d9\uacb0 or \uc778\ud558 \uc5ec\ubd80\uc5d0 \ub530\ub77c \uae00\ub85c\ubc8c \uc2dc\uc7a5 \ubcc0\ub3d9\uc131 \uae09\uaca9\ud788 \ud655\ub300\ub420 \uc218 \uc788\uc74c<\/li>\n<li>\ud83c\uddfa\ud83c\uddf8 <strong>\ub0b4\uad6c\uc7ac \uc8fc\ubb38<\/strong> (Durable Goods Orders) \u2014 \uc81c\uc870\uc5c5 \uacbd\uae30 \ubc29\ud5a5\uc131 \ud655\uc778<\/li>\n<li>\ud83c\uddfa\ud83c\uddf8 <strong>\ubc95\uc778\ucc44\uad8c \uc2dc\uc7a5 \uc2a4\ud2b8\ub808\uc2a4 \uc9c0\uc218(CMDI)<\/strong> \ubc1c\ud45c (\uc624\uc804 10\uc2dc)<\/li>\n<li>\ud83d\udcca \ub0b4\uc77c(4\/30): GDP 1\ucc28 \ubc1c\ud45c, PCE \ubb3c\uac00\uc9c0\uc218, \uace0\uc6a9\ube44\uc6a9\uc9c0\uc218(ECI) \ub4f1 \uc8fc\uc694 \uc9c0\ud45c \uc904\uc904\uc774 \uc608\uc815<\/li>\n<\/ul>\n<p style=\"margin-top:20px;padding:10px;background:#fff8e1;border-left:4px solid #f1c40f;font-size:0.9em;color:#666\">\u26a0\ufe0f <strong>\uc624\ub298\uc758 \ud575\uc2ec<\/strong>: FOMC \uae08\ub9ac \uacb0\uc815\uc774 \uc624\ub298 \ucd5c\ub300 \uc774\ubca4\ud2b8\uc785\ub2c8\ub2e4. \ubc1c\ud45c \uc804 \uad00\ub9dd \ud750\ub984 \uc18d\uc5d0\uc11c \uc720\uac00 \uc0c1\uc2b9 \uc218\ud61c\uc8fc(\uc5d0\ub108\uc9c0\u00b7\uc815\uc720), \uad6d\ub0b4 \ubc18\ub3c4\uccb4\uc8fc \ud750\ub984\uc5d0 \uc8fc\ubaa9\ud558\uc138\uc694. \uc911\uc694\ud55c \ud22c\uc790 \uacb0\uc815\uc740 \ubc18\ub4dc\uc2dc \uacf5\uc2dd \uc790\ub8cc\uc640 \uc804\ubb38\uac00 \uc758\uacac\uc744 \ucc38\uace0\ud558\uc2dc\uae30 \ubc14\ub78d\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 \ub9c8\uac10 (4\uc6d4 28\uc77c) \uc804\ub0a0 \ub274\uc695 \uc99d\uc2dc\ub294 OpenAI\uc758 \ub9e4\ucd9c \ubaa9\ud45c \ubbf8\ub2ec \ubcf4\ub3c4\uac00 \uae30\uc220\uc8fc\ub97c \uc9d3\ub204\ub974\uba70 \ud63c\uc870\uc138\ub85c \ub9c8\uac10\ud588\uc2b5\ub2c8\ub2e4. \ubc18\uba74 \uc774\ub780-\ud638\ub974\ubb34\uc988 \ud574\ud611 \uae34\uc7a5 \uace0\uc870\ub85c \uc720\uac00\uac00 \uae09\ub4f1\ud558\uba74\uc11c \uc5d0\ub108\uc9c0\uc8fc\ub294 \uac15\uc138\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \ud83d\udd35 \ub2e4\uc6b0\uc874\uc2a4: 49,141.93 (\u25bc25.86p, -0.05%) \ud83d\udd35 S&amp;P 500: 7,138.80 (\u25bc-0.49%) \ud83d\udd35 \ub098\uc2a4\ub2e5 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[87],"tags":[],"class_list":["post-1034","post","type-post","status-publish","format-standard","hentry","category-morning-briefing"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/posts\/1034","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=1034"}],"version-history":[{"count":0,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/posts\/1034\/revisions"}],"wp:attachment":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1034"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1034"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1034"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}