{"id":1036,"date":"2026-04-30T08:22:02","date_gmt":"2026-04-29T23:22:02","guid":{"rendered":"https:\/\/nangchang.nes.or.kr\/?p=1036"},"modified":"2026-04-30T08:22:02","modified_gmt":"2026-04-29T23:22:02","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%94-30%ec%9d%bc","status":"publish","type":"post","link":"https:\/\/nangchang.nes.or.kr\/?p=1036","title":{"rendered":"\ud83c\udf05 \uc544\uce68 \uc99d\uc2dc \ube0c\ub9ac\ud551 \u2014 2026\ub144 04\uc6d4 30\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 29\uc77c)<\/h3>\n<p>\ub274\uc695 \uc99d\uc2dc\ub294 \uc5f0\uc900\uc758 \uae08\ub9ac \ub3d9\uacb0 \uacb0\uc815\uacfc \uc720\uac00 \uae09\ub4f1, \ube45\ud14c\ud06c \uc2e4\uc801 \ubc1c\ud45c\ub97c \uc55e\ub454 \uacbd\uacc4\uac10 \uc18d\uc5d0 \ud63c\uc870\uc138\ub85c \ub9c8\uac10\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<ul>\n<li>\ud83d\udd35 <strong>\ub2e4\uc6b0\uc874\uc2a4<\/strong>: <strong style=\"color:#2980b9\">48,861.81 (\u25bc280.12p \/ -0.57%)<\/strong> \u2014 5\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d<\/li>\n<li>\ud83d\udd35 <strong>S&amp;P 500<\/strong>: <strong style=\"color:#2980b9\">7,135.95 (\u25bc0.04%)<\/strong><\/li>\n<li>\ud83d\udd34 <strong>\ub098\uc2a4\ub2e5<\/strong>: <strong style=\"color:#c0392b\">24,673.24 (\u25b20.04%)<\/strong> \u2014 \uc18c\ud3ed \ubc18\ub4f1<\/li>\n<\/ul>\n<p><strong>\uc8fc\uc694 \ud558\ub77d \uc694\uc778:<\/strong> \ubbf8\uad6d\uc758 \uc774\ub780 \ud56d\uad6c \ubd09\uc1c4\ub85c \ud638\ub974\ubb34\uc988 \ud574\ud611\uc774 \uc0ac\uc2e4\uc0c1 \ud3d0\uc1c4\ub418\uba70 \uad6d\uc81c \uc720\uac00\uac00 \uae09\ub4f1\ud55c \uac83\uc774 \uc8fc\ub41c \ubd80\ub2f4 \uc694\uc778\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \uc5f0\uc900(Fed)\uc740 \uae30\uc900\uae08\ub9ac\ub97c <strong>3.5~3.75%<\/strong>\ub85c \ub3d9\uacb0\ud588\uc73c\ub098, \uc774\ub840\uc801\uc778 <strong>8\ub300 4<\/strong> \ubc18\ub300 \ud45c\uacb0(1992\ub144 10\uc6d4 \uc774\ud6c4 \ucd5c\ub300 \uc774\uacac)\ub85c \uc2dc\uc7a5 \ubd88\ud655\uc2e4\uc131\uc774 \ub192\uc544\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n<p><strong>\uc2dc\uc7a5 \uc2ec\ub9ac:<\/strong> VIX <strong>17.83<\/strong> (\ubcf4\ud1b5 \uc218\uc900) \/ \uacf5\ud3ec\ud0d0\uc695\uc9c0\uc218 <strong style=\"color:#c0392b\">67 (\ud0d0\uc695)<\/strong><\/p>\n<h3>\ud83d\udcca \uc139\ud130 \ubc0f \uc8fc\uc694 \uc885\ubaa9<\/h3>\n<p><strong>\uac15\uc138:<\/strong> \uc5d0\ub108\uc9c0 <strong style=\"color:#c0392b\">\u25b21.14%<\/strong> \u2014 \uc720\uac00 \uae09\ub4f1 \uc218\ud61c. \uc18c\uc7ac\u00b7\uc0b0\uc5c5\uc7ac\ub3c4 \uc5f0\ucd08 \ub300\ube44 10% \uc774\uc0c1 \uc0c1\uc2b9 \uc911.<\/p>\n<p><strong>\ud63c\uc870:<\/strong> \uae30\uc220 <strong>\u25b20.07%<\/strong> (\ubcf4\ud569), \ubc18\ub3c4\uccb4\uc8fc \ub9e4\ub3c4\uc138.<\/p>\n<p><strong>\ube45\ud14c\ud06c \uc7a5 \ub9c8\uac10 \ud6c4 \uc2e4\uc801:<\/strong> \uc54c\ud30c\ubcb3\u00b7\uc544\ub9c8\uc874\u00b7\uba54\ud0c0\u00b7\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 4\uc0ac\uac00 \ub3d9\uc2dc \ubc1c\ud45c. \uacf5\uc2dd \uc608\uc0c1\uce58\ub294 \uc0c1\ud68c\ud588\uc73c\ub098 \ud22c\uc790\uc790 \uae30\ub300\uce58\uc5d0\ub294 \ub2e4\uc18c \ubbf8\ud761. \uc54c\ud30c\ubcb3\uc774 AI \uc778\ud504\ub77c \ud22c\uc790 \ud655\ub300 \ubc1c\ud45c\ub85c \uc2dc\uac04\uc678 <strong style=\"color:#c0392b\">\u25b26%<\/strong> \uae09\ub4f1. 4\uc0ac\uc758 2026\ub144 AI CapEx \ud569\uacc4 \uc804\ub9dd <strong>6,000\uc5b5 \ub2ec\ub7ec<\/strong>.<\/p>\n<h3>\ud83c\udf0f \uc544\uc2dc\uc544 \uc2dc\uc7a5 \ub3d9\ud5a5 (4\uc6d4 29\uc77c)<\/h3>\n<ul>\n<li>\ud83c\uddef\ud83c\uddf5 <strong>\ub2db\ucf00\uc774225<\/strong>: \uacf5\ud734\uc77c \ud734\uc7a5<\/li>\n<li>\ud83c\udde8\ud83c\uddf3 <strong>CSI 300<\/strong>: <strong style=\"color:#c0392b\">4,810.35 (\u25b21.1%)<\/strong><\/li>\n<li>\ud83c\udded\ud83c\uddf0 <strong>\ud56d\uc14d<\/strong>: <strong style=\"color:#c0392b\">\u25b21.2%<\/strong><\/li>\n<\/ul>\n<h3>\ud83c\uddf0\ud83c\uddf7 \uc624\ub298 \uad6d\uc7a5 \uac1c\uc7a5 \uc804\ub9dd (4\uc6d4 30\uc77c)<\/h3>\n<p>\ucf54\uc2a4\ud53c\ub294 4\uc6d4 29\uc77c <strong style=\"color:#2980b9\">6,625p \uc218\uc900 (\u25bc0.3%)<\/strong>\uc73c\ub85c \uc18c\ud3ed \uc870\uc815. \uc0ac\uc0c1 \ucd5c\uace0\uce58 \uacbd\uc2e0 \ud6c4 \ubc18\ub3c4\uccb4\uc8fc \uc911\uc2ec \ucc28\uc775 \uc2e4\ud604 \ub9e4\ubb3c \ucd9c\ud68c. \uc624\ub298 \uc8fc\uc694 \ubcc0\uc218:<\/p>\n<ul>\n<li>\uc54c\ud30c\ubcb3 \uc2dc\uac04\uc678 \uae09\ub4f1 \u2014 \uae0d\uc815\uc801 \uc2e0\ud638<\/li>\n<li>\ubbf8\uad6d GDP \uc18d\ubcf4\uce58 \ubc1c\ud45c(\ud55c\uad6d\uc2dc\uac04 21:30) \uacb0\uacfc\uc5d0 \ub530\ub978 \uc57c\uac04 \ubcc0\ub3d9\uc131<\/li>\n<li>\uad6d\uc81c \uc720\uac00 \uae09\ub4f1 \u2014 \uc5d0\ub108\uc9c0\u00b7\uc815\uc720 \uc218\ud61c vs. \uc778\ud50c\ub808 \uc555\ub825<\/li>\n<li>\uc6d0\/\ub2ec\ub7ec 1,478\uc6d0\ub300 \uac15\uc138 \u2014 \uc678\uad6d\uc778 \ub9e4\ub3c4 \uc555\ub825 \uac00\ub2a5\uc131<\/li>\n<\/ul>\n<h3>\ud83d\udcb1 \ud658\uc728 \ubc0f \uc6d0\uc790\uc7ac<\/h3>\n<ul>\n<li>\ud83d\udcb5 <strong>\uc6d0\/\ub2ec\ub7ec<\/strong>: <strong>1,478.01\uc6d0<\/strong> (<strong style=\"color:#c0392b\">\u25b20.36%<\/strong>)<\/li>\n<li>\ud83d\udee2\ufe0f <strong>WTI \uc6d0\uc720<\/strong>: <strong style=\"color:#c0392b\">$103+ \/\ubc30\ub7f4<\/strong> (3\uc77c \uc5f0\uc18d \uc0c1\uc2b9, \ud638\ub974\ubb34\uc988 \ubd09\uc1c4 \uc601\ud5a5)<\/li>\n<li>\ud83d\udee2\ufe0f <strong>\ube0c\ub80c\ud2b8\uc720<\/strong>: <strong style=\"color:#c0392b\">\uc57d $114 \/\ubc30\ub7f4<\/strong><\/li>\n<li>\ud83e\udd47 <strong>\uae08<\/strong>: <strong>$4,597 \/\uc628\uc2a4<\/strong> (\ubcf4\ud569, \uc548\uc804\uc790\uc0b0 \uc218\uc694 \uc9c0\uc18d)<\/li>\n<\/ul>\n<h3>\ud83e\ude99 \uc554\ud638\ud654\ud3d0 \ub3d9\ud5a5<\/h3>\n<ul>\n<li>\u20bf <strong>\ube44\ud2b8\ucf54\uc778(BTC)<\/strong>: <strong>$77,000~$77,500<\/strong> \uc218\uc900 (\uc8fc\uc911 \ud558\ub77d \ud6c4 \ubc18\ub4f1 \uc2dc\ub3c4 \uc911)<\/li>\n<li>\u039e <strong>\uc774\ub354\ub9ac\uc6c0(ETH)<\/strong>: <strong>$2,315<\/strong> (\uc804\uc77c \ub300\ube44 \uc18c\ud3ed \uc0c1\uc2b9)<\/li>\n<li>\u25ce <strong>\uc194\ub77c\ub098(SOL)<\/strong>: <strong style=\"color:#2980b9\">$83.89 (\u25bc1.32%)<\/strong><\/li>\n<li>\u2715 <strong>XRP<\/strong>: <strong style=\"color:#2980b9\">$1.37 (\u25bc0.96%)<\/strong><\/li>\n<\/ul>\n<p>\ud06c\ub9bd\ud1a0 \uacf5\ud3ec\ud0d0\uc695\uc9c0\uc218: <strong style=\"color:#c0392b\">64~67 (\ud0d0\uc695)<\/strong> \u2014 \ubd84\uc704\uae30\ub294 \ud0d0\uc695 \uad6c\uac04\uc774\ub098 \uc0c1\uc2b9 \ubaa8\uba58\ud140\uc740 \uc57d\ud654 \uc911.<\/p>\n<h3>\ud83d\udcc5 \uc624\ub298\uc758 \uc8fc\uc694 \uacbd\uc81c \uc77c\uc815 (4\uc6d4 30\uc77c)<\/h3>\n<ul>\n<li>\ud83c\uddfa\ud83c\uddf8 <strong>21:30 (\ud55c\uad6d\uc2dc\uac04)<\/strong> \u2014 \ubbf8\uad6d <strong>1\ubd84\uae30 GDP \uc18d\ubcf4\uce58<\/strong>: \uc2dc\uc7a5 \ucee8\uc13c\uc11c\uc2a4 2.0~3.0%, \uc560\ud2c0\ub79c\ud0c0 \uc5f0\uc900 GDPNow \uc804\ub9dd <strong>1.2%<\/strong><\/li>\n<li>\ud83c\uddfa\ud83c\uddf8 <strong>21:30 (\ud55c\uad6d\uc2dc\uac04)<\/strong> \u2014 \ubbf8\uad6d <strong>3\uc6d4 PCE \ubb3c\uac00 &amp; \uac1c\uc778\uc18c\ub4dd\/\uc9c0\ucd9c<\/strong> \ub3d9\uc2dc \ubc1c\ud45c<\/li>\n<li>\ud83d\udccc GDP\u00b7PCE \uc218\uce58\uc5d0 \ub530\ub77c \uc5f0\uc900 \uae08\ub9ac \uacbd\ub85c \uc7ac\uc870\uc815 \uac00\ub2a5\uc131 \u2014 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131 \uc8fc\uc758 \uc694\ub9dd<\/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 \ub9c8\uac10 (4\uc6d4 29\uc77c) \ub274\uc695 \uc99d\uc2dc\ub294 \uc5f0\uc900\uc758 \uae08\ub9ac \ub3d9\uacb0 \uacb0\uc815\uacfc \uc720\uac00 \uae09\ub4f1, \ube45\ud14c\ud06c \uc2e4\uc801 \ubc1c\ud45c\ub97c \uc55e\ub454 \uacbd\uacc4\uac10 \uc18d\uc5d0 \ud63c\uc870\uc138\ub85c \ub9c8\uac10\ud588\uc2b5\ub2c8\ub2e4. \ud83d\udd35 \ub2e4\uc6b0\uc874\uc2a4: 48,861.81 (\u25bc280.12p \/ -0.57%) \u2014 5\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d \ud83d\udd35 S&amp;P 500: 7,135.95 (\u25bc0.04%) \ud83d\udd34 \ub098\uc2a4\ub2e5: 24,673.24 [&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-1036","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\/1036","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=1036"}],"version-history":[{"count":0,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/posts\/1036\/revisions"}],"wp:attachment":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1036"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1036"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1036"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}