{"id":1035,"date":"2026-04-29T15:57:18","date_gmt":"2026-04-29T06:57:18","guid":{"rendered":"https:\/\/nangchang.nes.or.kr\/?p=1035"},"modified":"2026-04-29T15:57:18","modified_gmt":"2026-04-29T06:57:18","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%94-29%ec%9d%bc","status":"publish","type":"post","link":"https:\/\/nangchang.nes.or.kr\/?p=1035","title":{"rendered":"\ud83d\udcca \uad6d\uc7a5 \ub9c8\uac10 \ube0c\ub9ac\ud551 \u2014 2026\ub144 04\uc6d4 29\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\ub294 \uc624\ub298 6,690.90<\/strong>\uc73c\ub85c \ub9c8\uac10\ud558\uba70 \uc804\uc77c \ub300\ube44 +49.88p (+0.75%)<\/strong> \uc0c1\uc2b9, \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c 3\uc77c \uc5f0\uc18d \uacbd\uc2e0\ud588\uc2b5\ub2c8\ub2e4. \uc7a5 \ucd08\ubc18\uc5d0\ub294 \uc624\ud508AI \uc131\uc7a5 \ub454\ud654 \uc6b0\ub824\uc640 AI \ud22c\uc790 \ubd88\uc548\uc2ec\ub9ac\uc5d0 \ubc18\ub3c4\uccb4\uc8fc\uac00 \ud558\ub77d\ud558\uba70 6,619\uc120\uae4c\uc9c0 \ubc00\ub838\uc73c\ub098, \uc774\ud6c4 \ub9e4\uc218\uc138\uac00 \uc720\uc785\ub418\uba70 \ube60\ub974\uac8c \ud68c\ubcf5\ud588\uc2b5\ub2c8\ub2e4. 4\uc6d4 \ud55c \ub2ec\uac04 \ucf54\uc2a4\ud53c\ub294 \uc57d 30%<\/strong> \uae09\ub4f1\ud558\uba70 ‘\uc140 \uc778 \uba54\uc774(Sell in May)’ \ub17c\uc7c1\uc774 \ub728\uac81\uc2b5\ub2c8\ub2e4.<\/p>\n

\ucf54\uc2a4\ub2e5\ub3c4 1,220.26<\/strong>\uc73c\ub85c \ub9c8\uac10, \uc804\uc77c \ub300\ube44 +4.68p (+0.39%)<\/strong> \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. \uc9c0\ub09c\uc8fc 25\ub144 \ub9cc\uc5d0 1,200\uc120\uc744 \ub3cc\ud30c\ud55c \ub4a4 \uc0c1\uc2b9 \ud750\ub984\uc744 \uc774\uc5b4\uac00\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n
\uc9c0\uc218<\/th>\n\uc885\uac00<\/th>\n\ub4f1\ub77d<\/th>\n\ub4f1\ub77d\ub960<\/th>\n<\/tr>\n
\ucf54\uc2a4\ud53c (KOSPI)<\/td>\n6,690.90<\/strong><\/td>\n+49.88p<\/td>\n+0.75%<\/td>\n<\/tr>\n
\ucf54\uc2a4\ub2e5 (KOSDAQ)<\/td>\n1,220.26<\/strong><\/td>\n+4.68p<\/td>\n+0.39%<\/td>\n<\/tr>\n<\/table>\n

\uc139\ud130\ubcc4 \ud750\ub984 \u2014<\/strong> \uac15\uc138: \uc6b0\uc8fc\ud56d\uacf5\u00b7\uad6d\ubc29(+1.93%<\/strong>), \uc804\uae30\uc7a5\ube44(+1.65%<\/strong>), \uc804\uae30\uc81c\ud488(+1.17%<\/strong>), \uae30\uacc4(+0.69%<\/strong>), \uc81c\uc57d(+0.47%<\/strong>) \/ \uc57d\uc138: \uc870\uc120(-1.31%<\/strong>), \ubcf5\ud569\uae30\uc5c5(-1.11%<\/strong>), \ubc18\ub3c4\uccb4\u00b7\uc7a5\ube44(-0.91%<\/strong>), \uc740\ud589(-0.35%<\/strong>). \uc7a5 \ucd08\ubc18 \uc624\ud508AI \uc545\uc7ac\ub85c \ub20c\ub838\ub358 \ubc18\ub3c4\uccb4 \uc139\ud130\ub294 \uc774\ud6c4 \uc77c\ubd80 \ud68c\ubcf5\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

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

\uc624\ub298\uc740 \uac1c\uc778<\/strong>(\uc21c\ub9e4\uc218 \uc57d 1,008\uc5b5\uc6d0<\/strong>)\uacfc \uae30\uad00<\/strong>(\uc21c\ub9e4\uc218 \uc57d 1,233\uc5b5\uc6d0<\/strong>)\uc774 \uc9c0\uc218\ub97c \uc9c0\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc678\uad6d\uc778<\/strong>\uc740 \uc804\ub0a0\uc5d0 \uc774\uc5b4 \ucc28\uc775\uc2e4\ud604 \uc21c\ub9e4\ub3c4\ub97c \uc774\uc5b4\uac04 \uac83\uc73c\ub85c \ud30c\uc545\ub429\ub2c8\ub2e4(\uc804\uc77c 2,197\uc5b5\uc6d0 \uc21c\ub9e4\ub3c4). \uc678\uad6d\uc778\uc740 4\uc6d4 \ub204\uc801\uc73c\ub85c\ub294 \uc57d 3\uc870 2,000\uc5b5\uc6d0<\/strong>\uc744 \uc21c\ub9e4\uc218\ud558\uba70 \uc774\ub2ec \ucf54\uc2a4\ud53c \ub7a0\ub9ac\uc758 \ud575\uc2ec \uc8fc\uc5ed\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \ud504\ub85c\uadf8\ub7a8 \ub9e4\ub9e4\ub294 \ucc28\uc775\uc2e4\ud604 \uc555\ub825\uc774 \uc720\uc785\ub418\uba70 \uc0c1\ub2e8\uc744 \uc81c\ud55c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

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

\uc0bc\uc131\uc804\uc790<\/strong>\ub294 \uc624\ud508AI \uc545\uc7ac\ub97c \uc18c\ud654\ud558\uba70 \ud50c\ub7ec\uc2a4\uad8c \ub9c8\uac10(\uc804\uc77c +1.59%<\/strong>). SK\ud558\uc774\ub2c9\uc2a4<\/strong>\ub294 AI \uba54\ubaa8\ub9ac \ub9ac\ub354\uc2ed \uae30\ub300\uac10\uc73c\ub85c \ucd5c\uadfc \uac15\uc138 \uc9c0\uc18d, \uc804\uc77c +5.73%<\/strong> \uae09\ub4f1\ud558\uba70 130\ub9cc\uc6d0\uc120\uc744 \uc7ac\ud0c8\ud658\ud588\uc2b5\ub2c8\ub2e4. \uc7a5 \ucd08\ubc18 \uc624\ud508AI \uc545\uc7ac\ub85c \ub450 \uc885\ubaa9 \ubaa8\ub450 \uc57d\uc138 \ucd9c\ubc1c\ud588\uc73c\ub098 \uc774\ud6c4 \ud68c\ubcf5\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc624\ub298\uc758 \ud2b9\uc9d5\uc8fc(\uae09\ub4f1):<\/strong> \ucc44\ube44 +74.80%<\/strong>(\uc804\uae30\ucc28 \ucda9\uc804 \uc778\ud504\ub77c), KBI\uba54\ud0c8 +29.97%<\/strong>, \ud3f4\ub77c\ub9ac\uc2a4AI +29.96%<\/strong>(AI \ud14c\ub9c8), \uc640\uc774\uc528\ucf10 +29.92%<\/strong>, \ub514\uc640\uc774\uc5d0\uc774 +25.50%<\/strong>.<\/p>\n

\ud83d\udcb1 \ud658\uc728 \ubc0f \uc6d0\uc790\uc7ac<\/h3>\n\n\n\n\n\n\n
\ud56d\ubaa9<\/th>\n\uac00\uaca9<\/th>\n\ube44\uace0<\/th>\n<\/tr>\n
\uc6d0\/\ub2ec\ub7ec \ud658\uc728<\/td>\n1,476.67\uc6d0<\/strong><\/td>\n\ub2ec\ub7ec \uc18c\ud3ed \uac15\uc138<\/td>\n<\/tr>\n
WTI \uc6d0\uc720<\/td>\n$99.93<\/strong><\/td>\n\ud638\ub974\ubb34\uc988 \ub9ac\uc2a4\ud06c<\/td>\n<\/tr>\n
\ube0c\ub80c\ud2b8\uc720<\/td>\n$105.00<\/strong><\/td>\n\uace0\uc720\uac00 \uc9c0\uc18d<\/td>\n<\/tr>\n
\uae08 (XAU\/USD)<\/td>\n$4,611<\/strong><\/td>\n-1.76% (\ucc28\uc775\uc2e4\ud604)<\/td>\n<\/tr>\n<\/table>\n

\ud638\ub974\ubb34\uc988 \ud574\ud611 \ubd09\uc1c4 \uc6b0\ub824\uac00 \uc9c0\uc18d\ub418\uba70 \uc720\uac00\ub294 \uace0\uacf5\ud589\uc9c4 \uc911\uc785\ub2c8\ub2e4. WTI $100\uc120 \uadfc\ucc98\uc758 \uace0\uc720\uac00\ub294 \uae00\ub85c\ubc8c \uc778\ud50c\ub808\uc774\uc158 \uc6b0\ub824\ub97c \uc790\uadf9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae08\uc740 \ucd5c\uadfc \uae09\ub4f1 \uc774\ud6c4 \ucc28\uc775\uc2e4\ud604 \ub9e4\ubb3c\ub85c \uc18c\ud3ed \uc870\uc815\uc744 \ubc1b\uc558\uc2b5\ub2c8\ub2e4. \uad6d\uc7a5 \ub9c8\uac10 \uc2dc\uc810 \uae30\uc900 \ubbf8\uad6d \uc120\ubb3c\uc740 S&P500 E-mini 7,191.75<\/strong>(-0.04%), \ub098\uc2a4\ub2e5100 27,433.75<\/strong>(-0.00%)\ub85c \ubcf4\ud569\uad8c\uc785\ub2c8\ub2e4.<\/p>\n

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

\ube44\ud2b8\ucf54\uc778(BTC)<\/strong>\uc740 \ud604\uc7ac $76,279<\/strong> \uc218\uc900\uc73c\ub85c \ud558\ub77d\uc138\uc785\ub2c8\ub2e4. \uc774\ub354\ub9ac\uc6c0(ETH)<\/strong>\uc740 $2,278<\/strong>\ub85c $2,300\uc120 \uc544\ub798\ub85c \ub0b4\ub824\uc654\uc2b5\ub2c8\ub2e4. FOMC \ud68c\uc758\ub97c \uc55e\ub450\uace0 \uad00\ub9dd \uc2ec\ub9ac\uac00 \ud655\uc0b0\ub418\uba70 \uc704\ud5d8\uc790\uc0b0 \uc804\ubc18\uc5d0 \ub9e4\ub3c4\uc138\uac00 \ub098\ud0c0\ub098\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uc720\uac00\ubc1c \uc778\ud50c\ub808\uc774\uc158 \uc6b0\ub824\ub3c4 \uc554\ud638\ud654\ud3d0 \uc2dc\uc7a5\uc758 \ubd80\ub2f4 \uc694\uc778\uc785\ub2c8\ub2e4. \uc194\ub77c\ub098, \ub9ac\ud50c \ub4f1 \uc8fc\uc694 \uc54c\ud2b8\ucf54\uc778\ub3c4 \ube44\ud2b8\ucf54\uc778\uc744 \ub530\ub77c \uc57d\uc138 \ud750\ub984\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

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

\ud575\uc2ec \uc774\ubca4\ud2b8:<\/strong> \ub0b4\uc77c(4\uc6d4 30\uc77c)\uc740 \ubbf8\uad6d FOMC \ud68c\uc758 \uacb0\uacfc \ubc1c\ud45c<\/strong>\uac00 \uc608\uc815\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uae08\ub9ac \ub3d9\uacb0\uc744 \uae30\uc815\uc0ac\uc2e4\ud654\ud558\uace0 \uc788\uc9c0\ub9cc, \ud30c\uc6d4 \uc758\uc7a5\uc758 \ubc1c\uc5b8 \ud1a4\uc774 \ud575\uc2ec \ubcc0\uc218\uc785\ub2c8\ub2e4. \uace0\uc720\uac00\uc640 \uc9c0\uc815\ud559\uc801 \ubd88\ud655\uc2e4\uc131 \uc18d ‘\ub9e4\ud30c\uc801 \ubc1c\uc5b8’\uc774 \ub098\uc62c \uacbd\uc6b0 \uae00\ub85c\ubc8c \uc99d\uc2dc\uc5d0 \ubd80\ub2f4\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc560\ud50c\u00b7\uc544\ub9c8\uc874\u00b7\uba54\ud0c0 \ub4f1 M7 \ube45\ud14c\ud06c \uc2e4\uc801<\/strong> \ubc1c\ud45c\ub3c4 \uc608\uc815\ub418\uc5b4 \uc788\uc5b4 AI \ud22c\uc790 \uc6b0\ub824\ub97c \uc0c1\uc1c4\ud560 \uc218 \uc788\ub294 \ud638\uc2e4\uc801 \uc5ec\ubd80\uac00 \uc8fc\ubaa9\ub429\ub2c8\ub2e4.<\/p>\n

‘\uc140 \uc778 \uba54\uc774’ \ub17c\uc7c1:<\/strong> 4\uc6d4 \ucf54\uc2a4\ud53c \uc57d 30% \ud3ed\ub4f1 \uc774\ud6c4 \ucc28\uc775\uc2e4\ud604 \uc555\ub825\uc774 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5ed\uc0ac\uc801\uc73c\ub85c 5\uc6d4 \ucf54\uc2a4\ud53c \ud3c9\uade0 \uc218\uc775\ub960\uc740 +0.3%\uc5d0 \ubd88\uacfc\ud558\uc9c0\ub9cc, \uc77c\ubd80 \uc804\ubb38\uac00\ub4e4\uc740 “4\uc6d4\uc5d0 5% \uc774\uc0c1 \uc624\ub978 \ud574\ub294 5\uc6d4\uc5d0\ub3c4 \ud558\ub77d\ud558\uc9c0 \uc54a\uc558\ub2e4”\ub294 \ubc18\ub860\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4. \ucf54\uc2a4\ud53c 7,000\uc120 \ub3cc\ud30c \uc5ec\ubd80\uac00 \ub2e8\uae30 \ud575\uc2ec \uad00\uc804 \ud3ec\uc778\ud2b8\uc785\ub2c8\ub2e4.<\/p>\n

\ub0b4\uc77c \uc8fc\uc694 \uc77c\uc815:<\/strong> \ud83c\uddfa\ud83c\uddf8 FOMC \uacb0\uacfc \ubc1c\ud45c \ubc0f \ud30c\uc6d4 \uae30\uc790\ud68c\uacac \/ \ud83c\uddfa\ud83c\uddf8 \uc560\ud50c\u00b7\uc544\ub9c8\uc874\u00b7\uba54\ud0c0 \uc2e4\uc801 \ubc1c\ud45c \/ \ud83c\uddfa\ud83c\uddf8 \ubbf8\uad6d 3\uc6d4 PCE \ubb3c\uac00\uc9c0\uc218 \ubc1c\ud45c \/ \ud83c\uddf0\ud83c\uddf7 \uad6d\ub0b4 \uc8fc\uc694 \uae30\uc5c5 1\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c \uc9c0\uc18d \/ \ud83c\udf0d \ud638\ub974\ubb34\uc988 \uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c \ub3d9\ud5a5 \uc8fc\uc2dc<\/p>\n

\u203b \ubcf8 \ube0c\ub9ac\ud551\uc740 AI\uac00 \uacf5\uac1c\ub41c \uc815\ubcf4\ub97c \ubc14\ud0d5\uc73c\ub85c \uc790\ub3d9 \uc791\uc131\ud588\uc2b5\ub2c8\ub2e4. \uc218\uae09 \uc218\uce58 \ubc0f \uc77c\ubd80 \ub370\uc774\ud130\ub294 \uc7a5\uc911 \ubc1c\ud45c \uc790\ub8cc \uae30\uc900\uc774\uba70 \ud655\uc815\uce58\uc640 \ub2e4\ub97c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud22c\uc790 \ud310\ub2e8\uc740 \ubcf8\uc778 \ucc45\uc784\ud558\uc5d0 \uacf5\uc2dd \uc790\ub8cc\ub97c \ubc18\ub4dc\uc2dc \ud655\uc778\ud558\uc138\uc694.<\/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 \uc624\ub298 6,690.90\uc73c\ub85c \ub9c8\uac10\ud558\uba70 \uc804\uc77c \ub300\ube44 +49.88p (+0.75%) \uc0c1\uc2b9, \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c 3\uc77c \uc5f0\uc18d \uacbd\uc2e0\ud588\uc2b5\ub2c8\ub2e4. \uc7a5 \ucd08\ubc18\uc5d0\ub294 \uc624\ud508AI \uc131\uc7a5 \ub454\ud654 \uc6b0\ub824\uc640 AI \ud22c\uc790 \ubd88\uc548\uc2ec\ub9ac\uc5d0 \ubc18\ub3c4\uccb4\uc8fc\uac00 \ud558\ub77d\ud558\uba70 6,619\uc120\uae4c\uc9c0 \ubc00\ub838\uc73c\ub098, \uc774\ud6c4 \ub9e4\uc218\uc138\uac00 \uc720\uc785\ub418\uba70 \ube60\ub974\uac8c \ud68c\ubcf5\ud588\uc2b5\ub2c8\ub2e4. 4\uc6d4 \ud55c \ub2ec\uac04 \ucf54\uc2a4\ud53c\ub294 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[88],"tags":[],"class_list":["post-1035","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\/1035","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=1035"}],"version-history":[{"count":0,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/posts\/1035\/revisions"}],"wp:attachment":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1035"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1035"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1035"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}