{"id":1040,"date":"2026-05-04T15:53:52","date_gmt":"2026-05-04T06:53:52","guid":{"rendered":"https:\/\/nangchang.nes.or.kr\/?p=1040"},"modified":"2026-05-04T15:53:52","modified_gmt":"2026-05-04T06:53:52","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%84-5%ec%9b%94-4%ec%9d%bc","status":"publish","type":"post","link":"https:\/\/nangchang.nes.or.kr\/?p=1040","title":{"rendered":"\ud83d\udcca \uad6d\uc7a5 \ub9c8\uac10 \ube0c\ub9ac\ud551 \u2014 2026\ub144 5\uc6d4 4\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

2026\ub144 5\uc6d4 4\uc77c(\uc6d4), \ucf54\uc2a4\ud53c\ub294 6,763.17<\/strong>\uc120(\uc7a5\uc911 \ucd5c\uace0 6,782.93<\/strong>)\uc73c\ub85c +2.49% (\uc57d +164p)<\/strong> \uae09\ub4f1\ud558\uba70 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud588\uc2b5\ub2c8\ub2e4. \ucf54\uc2a4\ub2e5\ub3c4 1,219.65<\/strong>\ub85c +2.29%<\/strong> \ub3d9\ubc18 \uac15\uc138\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n

\ubbf8\uad6d S&P 500 \uc2e0\uace0\uac00 \uacbd\uc2e0, \ub098\uc2a4\ub2e5 25,000\uc120 \uccab \ub3cc\ud30c, \uc54c\ud30c\ubcb3\u00b7\uc544\ub9c8\uc874 \ub4f1 \uae00\ub85c\ubc8c \ube45\ud14c\ud06c \uae5c\uc9dd 1\ubd84\uae30 \uc2e4\uc801\uacfc \uc528\uac8c\uc774\ud2b8 \ud638\uc7ac\uac00 \uacb9\uce58\uba70 \uad6d\ub0b4 \ubc18\ub3c4\uccb4\u00b7IT \uc139\ud130\uc5d0 \uac15\ud55c \ub9e4\uc218\uc138\uac00 \uc720\uc785\ub410\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n
\uc9c0\uc218<\/th>\n\uae30\uc900\uac12<\/th>\n\ub4f1\ub77d<\/th>\n<\/tr>\n
\ucf54\uc2a4\ud53c<\/td>\n6,763.17<\/strong><\/td>\n\u25b2 +2.49%<\/strong><\/td>\n<\/tr>\n
\ucf54\uc2a4\ub2e5<\/td>\n1,219.65<\/strong><\/td>\n\u25b2 +2.29%<\/strong><\/td>\n<\/tr>\n<\/table>\n

\uac15\uc138 \uc139\ud130:<\/strong> \ubc18\ub3c4\uccb4\u00b7IT\ud558\ub4dc\uc6e8\uc5b4(SK\ud558\uc774\ub2c9\uc2a4 \uc2e0\uace0\uac00), AI \uc778\ud504\ub77c, \uc790\ub3d9\ucc28(\ud604\ub300\ucc28\u00b7\uae30\uc544)
\uc57d\uc138 \uc139\ud130:<\/strong> \ub0b4\uc218\u00b7\uc74c\uc2dd\ub8cc \ub4f1 \ubc29\uc5b4\uc8fc \uc0c1\ub300\uc801 \ubd80\uc9c4<\/p>\n

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

\uc678\uad6d\uc778\uc774 \ucf54\uc2a4\ud53c \uc2dc\uc7a5\uc5d0\uc11c \uac15\ud55c \uc21c\ub9e4\uc218<\/strong>\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\uc5d0\ub9cc \uc57d 6,125\uc5b5 \uc6d0<\/strong> \uaddc\ubaa8\uc758 \uc678\uad6d\uc778 \uc790\uae08\uc774 \uc720\uc785\ub410\uc73c\uba70, SK\ud558\uc774\ub2c9\uc2a4\u00b7\ud55c\ubbf8\ubc18\ub3c4\uccb4(4,779\uc5b5 \uc21c\ub9e4\uc218) \ub4f1 \ubc18\ub3c4\uccb4 \uad00\ub828\uc8fc\uc5d0 \uc9d1\uc911 \ub9e4\uc218\uc138\uac00 \uc774\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \uad6d\ub0b4 1\ubd84\uae30 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc774 \uc804\ub144 \ub300\ube44 14.1%<\/strong> \uc99d\uac00\ud558\uba70 \uc678\uad6d\uc778 \uc790\uae08 \uc720\uc785\uc758 \ud575\uc2ec \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\uae30\uad00\uc740 \uc77c\ubd80 \ucc28\uc775 \uc2e4\ud604 \ub9e4\ub3c4 \uc6b0\uc704, \uac1c\uc778\uc740 \ub2e8\uae30 \ucc28\uc775 \ub9e4\ub3c4\uc138\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \uc804\ubc18\uc801\uc73c\ub85c \uc678\uad6d\uc778 \ub9e4\uc218 \u2192 \uc9c0\uc218 \uacac\uc778 \uad6c\ub3c4\uac00 \uc9c0\uc18d\ub410\uc2b5\ub2c8\ub2e4.<\/p>\n

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

SK\ud558\uc774\ub2c9\uc2a4(000660)<\/strong>\uac00 \uc624\ub298\uc758 \uc8fc\uc778\uacf5\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \uc7a5\uc911 143\ub9cc 7,000\uc6d0<\/strong>\uae4c\uc9c0 \uce58\uc19f\uc73c\uba70 +11.74%<\/strong> \uae09\ub4f1, \uc0ac\uc0c1 \ucd5c\uace0\uac00\ub97c \uc0c8\ub85c \uc4f0\uba70 \uc2dc\uac00\ucd1d\uc561 1,000\uc870 \uc6d0<\/strong>\uc744 \ub3cc\ud30c\ud588\uc2b5\ub2c8\ub2e4. AI \uba54\ubaa8\ub9ac \uc218\uc694 \ud3ed\ubc1c\uacfc \uae00\ub85c\ubc8c \ube45\ud14c\ud06c \uc124\ube44\ud22c\uc790(CAPEX) \uc99d\uac00\uac00 \uc9c1\uc811 \uc218\ud61c\ub85c \uc774\uc5b4\uc9c0\ub294 \uad6c\ub3c4\uc785\ub2c8\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790(005930)<\/strong>\ub3c4 \uc678\uad6d\uc778 \uc21c\ub9e4\uc218 6,125\uc5b5 \uc6d0\uc744 \ubc1b\uc544\ub0b4\uba70 \uc2dc\ucd1d 1,500\uc870 \uc6d0 \ud68c\ubcf5\uc744 \ud5a5\ud55c \uac15\uc138 \ud750\ub984\uc744 \uc774\uc5b4\uac14\uc2b5\ub2c8\ub2e4. \ud604\ub300\ucc28\u00b7\uae30\uc544<\/strong> \ub4f1 \uc644\uc131\ucc28\uc8fc\ub3c4 \ub3d9\ubc18 \uac15\uc138\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n

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

\uc6d0\/\ub2ec\ub7ec \ud658\uc728<\/strong>\uc740 1,472\uc6d0\ub300<\/strong>\ub85c \uc804\uc77c \ub300\ube44 \ud070 \ubcc0\ub3d9 \uc5c6\uc774 \ud6a1\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \uc99d\uc2dc \uac15\uc138\uc5d0\ub3c4 \ud658\uc728 \ubcc0\ub3d9\uc774 \uc81c\ud55c\uc801\uc778 \uac83\uc740 \uae00\ub85c\ubc8c \ub2ec\ub7ec \ud750\ub984\uc774 \uc548\uc815\uc801\uc73c\ub85c \uc720\uc9c0\ub410\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n

\uad6d\uc81c\uc720\uac00\ub294 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc758 \ud638\ub974\ubb34\uc988 \ud574\ud611 \uad00\ub828 \ubc1c\uc5b8 \uc774\ud6c4 \uc77c\ubd80 \ud558\ub77d \uc555\ub825\uc744 \ubc1b\uc558\uc73c\uba70, \uae08 \uac00\uaca9\uc740 \uc704\ud5d8\uc120\ud638 \ubd84\uc704\uae30 \uc18d\uc5d0 \uc57d\ubcf4\ud569\uc138\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n
\ud56d\ubaa9<\/th>\n\uc218\uc900<\/th>\n\ube44\uace0<\/th>\n<\/tr>\n
\uc6d0\/\ub2ec\ub7ec \ud658\uc728<\/td>\n1,472.58\uc6d0<\/strong><\/td>\n\ud6a1\ubcf4<\/td>\n<\/tr>\n
WTI \uc6d0\uc720<\/td>\n\uc57d\ubcf4\ud569<\/td>\n\ud2b8\ub7fc\ud504 \ubc1c\uc5b8 \uc601\ud5a5<\/td>\n<\/tr>\n
\uae08(Gold)<\/td>\n\uc57d\ubcf4\ud569<\/td>\n\uc704\ud5d8\uc120\ud638 \ubd84\uc704\uae30<\/td>\n<\/tr>\n<\/table>\n

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

\uc554\ud638\ud654\ud3d0 \uc2dc\uc7a5\ub3c4 \uc704\ud5d8\uc120\ud638 \uc2ec\ub9ac \ud655\uc0b0 \uc18d\uc5d0 \uc804\ubc18\uc801 \uac15\uc138\ub97c \uc774\uc5b4\uac14\uc2b5\ub2c8\ub2e4. \ube44\ud2b8\ucf54\uc778(BTC)<\/strong>\uc740 $79,617<\/strong> \uc218\uc900\uc5d0\uc11c +1.81%<\/strong> \uc0c1\uc2b9\ud588\uace0, \uc774\ub354\ub9ac\uc6c0(ETH)<\/strong>\uc740 $2,348<\/strong>\uc73c\ub85c +1.99%<\/strong> \uc62c\ub790\uc2b5\ub2c8\ub2e4. \uc194\ub77c\ub098(SOL)\ub294 +1.33%, \ub3c4\uc9c0\ucf54\uc778(DOGE)\uc740 +4.39% \uc0c1\uc2b9\ud558\uba70 \uc804\ubc18\uc801 \ud68c\ubcf5 \ubb34\ub4dc\ub97c \ub4b7\ubc1b\uce68\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\ube44\ud2b8\ucf54\uc778 \uc2dc\uac00\ucd1d\uc561\uc740 \uc57d 1\uc870 6,000\uc5b5 \ub2ec\ub7ec<\/strong>\uc774\uba70, BTC \ub3c4\ubbf8\ub10c\uc2a4 58.5%\ub85c \uc54c\ud2b8\ucf54\uc778 \ub300\ube44 \ube44\ud2b8\ucf54\uc778 \uc911\uc2ec\uc758 \uc790\uae08 \uc9d1\uc911\uc774 \uc720\uc9c0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n
\ucf54\uc778<\/th>\n\uac00\uaca9(USD)<\/th>\n24\uc2dc\uac04 \ub4f1\ub77d<\/th>\n<\/tr>\n
\ube44\ud2b8\ucf54\uc778 (BTC)<\/td>\n$79,617<\/strong><\/td>\n\u25b2 +1.81%<\/strong><\/td>\n<\/tr>\n
\uc774\ub354\ub9ac\uc6c0 (ETH)<\/td>\n$2,348<\/strong><\/td>\n\u25b2 +1.99%<\/strong><\/td>\n<\/tr>\n
\uc194\ub77c\ub098 (SOL)<\/td>\n$84.84<\/strong><\/td>\n\u25b2 +1.33%<\/strong><\/td>\n<\/tr>\n
\ub3c4\uc9c0\ucf54\uc778 (DOGE)<\/td>\n$0.1123<\/strong><\/td>\n\u25b2 +4.39%<\/strong><\/td>\n<\/tr>\n<\/table>\n

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

\ucf54\uc2a4\ud53c\uac00 \uc0ac\uc0c1 \ucd5c\uace0\uce58 \ud589\uc9c4\uc744 \uc774\uc5b4\uac00\uba70 7,000\uc120 \ub3cc\ud30c<\/strong>\uc5d0 \ub300\ud55c \uae30\ub300\uac10\uc774 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc \ub2e8\uae30 \uacfc\uc5f4\uc5d0 \ub530\ub978 \ucc28\uc775 \uc2e4\ud604 \uc555\ub825<\/strong>\uacfc \ubbf8\uad6d \uc5f0\uc900(Fed) \ud1b5\ud654\uc815\ucc45 \ubc1c\uc5b8, \uae00\ub85c\ubc8c \uac70\uc2dc \uc9c0\ud45c\uc5d0 \uc8fc\uc758\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n

\ub0b4\uc77c(5\uc6d4 5\uc77c)\uc740 \uc5b4\ub9b0\uc774\ub0a0 \uacf5\ud734\uc77c\ub85c \uad6d\ub0b4 \uc99d\uc2dc\uac00 \ud734\uc7a5<\/strong>\ud569\ub2c8\ub2e4. \ub2e4\uc74c \uac70\ub798\uc77c(5\uc6d4 6\uc77c \uc218\uc694\uc77c)\uc5d0\ub294 \ubbf8\uad6d \uace0\uc6a9\uc9c0\ud45c \ud6c4\uc18d \ubc18\uc751, \uad6d\ub0b4 \uc0c1\uc7a5\uc0ac 1\ubd84\uae30 \uc2e4\uc801 \ub0b4\uc6a9, \uc678\uad6d\uc778 \uc218\uae09 \ud750\ub984\uc774 \ud575\uc2ec \ubcc0\uc218\uac00 \ub420 \uc804\ub9dd\uc785\ub2c8\ub2e4.<\/p>\n

    \n
  • 5\uc6d4 5\uc77c(\ud654)<\/strong>: \uc5b4\ub9b0\uc774\ub0a0 \u2014 \uad6d\ub0b4 \uc99d\uc2dc \ud734\uc7a5<\/li>\n
  • 5\uc6d4 6\uc77c(\uc218)<\/strong>: \uad6d\ub0b4 \uc99d\uc2dc \uc7ac\uac1c \/ \ubbf8\uad6d \uacbd\uae30 \uc9c0\ud45c \ubc18\uc751 \uc8fc\uc2dc<\/li>\n
  • \uc8fc\uc694 \uccb4\ud06c\ud3ec\uc778\ud2b8<\/strong>: SK\ud558\uc774\ub2c9\uc2a4\u00b7\uc0bc\uc131\uc804\uc790 \ubc18\ub3c4\uccb4 \uac15\uc138 \uc9c0\uc18d \uc5ec\ubd80, AI \uc778\ud504\ub77c \ube45\ud14c\ud06c \ubc1c\uc5b8, \uc6d0\/\ub2ec\ub7ec \ud658\uc728 \uc548\uc815 \uc5ec\ubd80<\/li>\n<\/ul>\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 2026\ub144 5\uc6d4 4\uc77c(\uc6d4), \ucf54\uc2a4\ud53c\ub294 6,763.17\uc120(\uc7a5\uc911 \ucd5c\uace0 6,782.93)\uc73c\ub85c +2.49% (\uc57d +164p) \uae09\ub4f1\ud558\uba70 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud588\uc2b5\ub2c8\ub2e4. \ucf54\uc2a4\ub2e5\ub3c4 1,219.65\ub85c +2.29% \ub3d9\ubc18 \uac15\uc138\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d S&P 500 \uc2e0\uace0\uac00 \uacbd\uc2e0, \ub098\uc2a4\ub2e5 25,000\uc120 \uccab \ub3cc\ud30c, \uc54c\ud30c\ubcb3\u00b7\uc544\ub9c8\uc874 \ub4f1 \uae00\ub85c\ubc8c \ube45\ud14c\ud06c \uae5c\uc9dd 1\ubd84\uae30 \uc2e4\uc801\uacfc […]<\/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-1040","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\/1040","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=1040"}],"version-history":[{"count":0,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/posts\/1040\/revisions"}],"wp:attachment":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1040"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1040"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1040"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}