{"id":1050,"date":"2026-05-19T08:29:28","date_gmt":"2026-05-18T23:29:28","guid":{"rendered":"https:\/\/nangchang.nes.or.kr\/?p=1050"},"modified":"2026-05-19T08:29:28","modified_gmt":"2026-05-18T23:29:28","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%84-05%ec%9b%94-19%ec%9d%bc","status":"publish","type":"post","link":"https:\/\/nangchang.nes.or.kr\/?p=1050","title":{"rendered":"\ud83c\udf05 \uc544\uce68 \uc99d\uc2dc \ube0c\ub9ac\ud551 \u2014 2026\ub144 05\uc6d4 19\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 (5\uc6d4 18\uc77c, \uc6d4\uc694\uc77c)<\/h3>\n<p>\ubb34\ub514\uc2a4(Moody&#8217;s)\uac00 5\uc6d4 16\uc77c(\uae08) \ubbf8\uad6d \uad6d\uac00\uc2e0\uc6a9\ub4f1\uae09\uc744 \ucd5c\uace0 \ub4f1\uae09\uc778 <strong>Aaa\uc5d0\uc11c Aa1\uc73c\ub85c \ud55c \ub2e8\uacc4 \ud558\ud5a5<\/strong>\ud55c \uc601\ud5a5\uc73c\ub85c \ub274\uc695 \uc99d\uc2dc\ub294 \uac1c\uc7a5 \ucd08 \uae09\ub77d(-1%)\ud588\uc73c\ub098, \ud22c\uc790\uc790\ub4e4\uc774 \uc774\ub97c &#8216;\ube44\uc774\ubca4\ud2b8(non-event)&#8217;\ub85c \uc18c\ud654\ud558\uba70 \ub099\ud3ed\uc744 \ube60\ub974\uac8c \ud68c\ubcf5\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<ul>\n<li>\ud83d\udd34 <strong>\ub2e4\uc6b0\uc874\uc2a4(DJIA):<\/strong> <strong style=\"color:#c0392b\">49,663 (+137pt, +0.28%)<\/strong><\/li>\n<li>\ud83d\udd34 <strong>S&amp;P 500:<\/strong> <strong style=\"color:#c0392b\">\uc57d 7,415 (+0.09%)<\/strong><\/li>\n<li>\ud83d\udd34 <strong>\ub098\uc2a4\ub2e5(NASDAQ):<\/strong> <strong style=\"color:#c0392b\">\uc57d 26,230 (+0.02%)<\/strong><\/li>\n<\/ul>\n<p><strong>\ubb34\ub514\uc2a4 \ub2e4\uc6b4\uadf8\ub808\uc774\ub4dc \ubc30\uacbd:<\/strong> 36\uc870 \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\ub294 \ubbf8\uad6d \uad6d\uac00\ubd80\ucc44\uc640 \uc7ac\uc815\uc801\uc790(GDP \ub300\ube44 9% \uc804\ub9dd) \uc6b0\ub824. 3\ub300 \uc2e0\ud3c9\uc0ac \ubaa8\ub450 \ubbf8\uad6d \ucd5c\uace0 \ub4f1\uae09 \ubbf8\ubd80\uc5ec \uc0c1\ud0dc. \ud380\ub4dc\uc2a4\ud2b8\ub7ab Tom Lee\ub294 &#8220;\ub9e4\uc218 \uae30\ud68c&#8221;\ub77c\uace0 \ubc1c\uc5b8.<\/p>\n<p><strong>\ubbf8\uad6d\ucc44 10\ub144\ubb3c \uae08\ub9ac:<\/strong> <strong style=\"color:#c0392b\">\uc57d 4.55~4.63%<\/strong> (2025\ub144 1\uc6d4 \uc774\ud6c4 \ucd5c\uace0 \uc218\uc900)<\/p>\n<p><strong>\uacf5\ud3ec\ud0d0\uc695\uc9c0\uc218:<\/strong> 63 (\ud0d0\uc695) \/ <strong>VIX:<\/strong> \uc57d 17 (\uc800\ubcc0\ub3d9\uc131)<\/p>\n<p style=\"font-size:0.8em;color:#888\">\ud83d\udcce \ucd9c\ucc98: <a href=\"https:\/\/abcnews.go.com\/Business\/stocks-slide-after-moodys-downgrades-us-debt\/story?id=121944086\" target=\"_blank\">ABC News<\/a> \u00b7 <a href=\"https:\/\/finance.yahoo.com\/news\/wall-street-says-buy-the-dip-after-moodys-credit-downgrade-143951531.html\" target=\"_blank\">Yahoo Finance<\/a><\/p>\n<h3>\ud83d\udcca \uc139\ud130 \ubc0f \uc8fc\uc694 \uc885\ubaa9<\/h3>\n<p><strong>\uac15\uc138 \uc139\ud130:<\/strong> \ubc18\ub3c4\uccb4\u00b7AI(NVDA, AVGO \uc8fc\ub3c4), \uc5d0\ub108\uc9c0, \ubc29\uc0b0(LMT), \uc0b0\uc5c5\uc7ac(CAT). S&amp;P 500 1\ubd84\uae30 \uc2e4\uc801 \uc2dc\uc98c\uc5d0\uc11c \uc57d <strong>84%\uc758 \uae30\uc5c5\uc774 EPS \ucee8\uc13c\uc11c\uc2a4\ub97c \uc0c1\ud68c<\/strong>(5\ub144 \ud3c9\uade0 78% \ub300\ube44 \uc6b0\uc218).<\/p>\n<p><strong>\uc57d\uc138 \uc139\ud130:<\/strong> \uc18c\ube44\uc7ac, \uc0c1\uc5c5\uc6a9 \ubd80\ub3d9\uc0b0(\uace0\uae08\ub9ac \ubd80\ub2f4). \uc774\ub780 \ud575\ud611\uc0c1 \uae30\ub300\uc5d0 \uc5d0\ub108\uc9c0 \uc139\ud130 \uc77c\ubd80 \ud558\ub77d \uc555\ub825.<\/p>\n<p style=\"font-size:0.8em;color:#888\">\ud83d\udcce \ucd9c\ucc98: <a href=\"https:\/\/insight.factset.com\/sp-500-earnings-season-update-may-8-2026\" target=\"_blank\">FactSet Earnings Update<\/a><\/p>\n<h3>\ud83c\udf0f \uc544\uc2dc\uc544 \uc2dc\uc7a5 \ub3d9\ud5a5 (\uc804\uc77c \uae30\uc900)<\/h3>\n<ul>\n<li>\ud83c\uddef\ud83c\uddf5 <strong>\uc77c\ubcf8 \ub2db\ucf00\uc774 225:<\/strong> <strong>\uc57d 62,742<\/strong> \u2014 AI\u00b7\ubc18\ub3c4\uccb4 \ub7a0\ub9ac \ubc18\uc601, \uc5ed\uc0ac\uc801 \uace0\uc810\uad8c \uc720\uc9c0<\/li>\n<li>\ud83c\udde8\ud83c\uddf3 <strong>\uc911\uad6d CSI 300:<\/strong> <strong>\uc57d 4,948<\/strong> \u2014 \ubcf4\ud569\uad8c. \ub0b4\uc218 \ubd80\uc591 \uae30\ub300 vs \uc9c0\uc815\ud559 \ubd88\uc548<\/li>\n<li>\ud83c\udded\ud83c\uddf0 <strong>\ud64d\ucf69 \ud56d\uc14d:<\/strong> \uc18c\ud3ed \ud558\ub77d (-0.16%) \u2014 \ubbf8\uc911 \uae34\uc7a5 \uc601\ud5a5<\/li>\n<\/ul>\n<p style=\"font-size:0.8em;color:#888\">\ud83d\udcce \ucd9c\ucc98: <a href=\"https:\/\/www.cnbc.com\/2026\/05\/12\/asia-markets-today-live-updates-kospi-hang-seng-index-nikkei-225-sensex-csi-300.html\" target=\"_blank\">CNBC Asia Markets<\/a><\/p>\n<h3>\ud83c\uddf0\ud83c\uddf7 \uc624\ub298 \uad6d\uc7a5 \uac1c\uc7a5 \uc804\ub9dd<\/h3>\n<p>\ucf54\uc2a4\ud53c\ub294 \uc9c0\ub09c 5\uc6d4 15\uc77c(\uae08) <strong style=\"color:#2980b9\">8,046 \u2192 7,493\uc73c\ub85c \uae09\ub77d(-6.1%)<\/strong>\ud55c \uc774\ud6c4 5\uc6d4 18\uc77c(\uc6d4)\uc5d0\ub3c4 <strong>\uc57d 7,400\uc120<\/strong>\uae4c\uc9c0 \ucd94\uac00 \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \ubb34\ub514\uc2a4 \ub2e4\uc6b4\uadf8\ub808\uc774\ub4dc \ucda9\uaca9\uacfc \ubbf8\uad6d\ucc44 \uae08\ub9ac \uae09\ub4f1\uc774 \uc678\uad6d\uc778 \ud22c\uc790 \uc2ec\ub9ac\ub97c \uc704\ucd95.<\/p>\n<p>\uc624\ub298(5\uc6d4 19\uc77c \ud654\uc694\uc77c) \uad6d\ub0b4 \uc99d\uc2dc\ub294 \ub274\uc695 \uc99d\uc2dc\uc758 \ub099\ud3ed \ud68c\ubcf5\uc774 \uae0d\uc815\uc801\uc774\ub098, <strong>\ubbf8\uad6d\ucc44 10\ub144\ubb3c \uae08\ub9ac \uace0\uacf5\ud589\uc9c4(4.6%\ub300)<\/strong>\uacfc <strong>\uc6d0\/\ub2ec\ub7ec \ud658\uc728 \uc0c1\uc2b9(1,471\uc6d0\ub300)<\/strong>\uc774 \uc678\uad6d\uc778 \ub9e4\ub3c4 \uc555\ub825 \uc694\uc778\uc73c\ub85c \uc794\uc874\ud569\ub2c8\ub2e4.<\/p>\n<p><strong>\uae0d\uc815 \uc694\uc778:<\/strong> \uad6d\ub0b4 \uc99d\uad8c\uc0ac\ub4e4(KB\uc99d\uad8c\u00b7\ud558\ub098\uc99d\uad8c \ub4f1)\uc740 AI \ubc18\ub3c4\uccb4 \uc0ac\uc774\ud074\uc744 \uadfc\uac70\ub85c \ucf54\uc2a4\ud53c \ubaa9\ud45c\uce58 <strong>10,000~10,500p<\/strong> \uc720\uc9c0. \uc0bc\uc131\uc804\uc790\u00b7SK\ud558\uc774\ub2c9\uc2a4\uac00 \ucf54\uc2a4\ud53c \uc2dc\uac00\ucd1d\uc561\uc758 42% \ucc28\uc9c0.<\/p>\n<p style=\"font-size:0.8em;color:#888\">\ud83d\udcce \ucd9c\ucc98: <a href=\"https:\/\/en.sedaily.com\/finance\/2026\/05\/18\/brokerages-maintain-kospi-10000-outlook-despite-volatile\" target=\"_blank\">\uc11c\uc6b8\uacbd\uc81c(\uc601\ubb38)<\/a> \u00b7 <a href=\"https:\/\/en.bloomingbit.io\/feed\/news\/112141\" target=\"_blank\">KB\uc99d\uad8c \ub9ac\ud3ec\ud2b8<\/a><\/p>\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 style=\"color:#c0392b\">\uc57d 1,471\uc6d0<\/strong> (\uc77c\uc911 1,467~1,477\uc6d0 \ubc94\uc704)<\/li>\n<li>\ud83d\udee2\ufe0f <strong>WTI \uc6d0\uc720:<\/strong> <strong>\uc57d $106\/\ubc30\ub7f4<\/strong> \u2014 \ubbf8\uc774\ub780 \ud575\ud611\uc0c1 \uae30\ub300\uc5d0 \ud558\ub77d \uc555\ub825<\/li>\n<li>\ud83d\udee2\ufe0f <strong>\ube0c\ub80c\ud2b8\uc720:<\/strong> <strong style=\"color:#2980b9\">\uc57d $107.71\/\ubc30\ub7f4 (-1.42%)<\/strong><\/li>\n<li>\ud83e\udd47 <strong>\uae08(Gold):<\/strong> <strong>\uc57d $4,560\/\uc628\uc2a4<\/strong> \u2014 \uc8fc\uac04 -4% \ub099\ud3ed \ud68c\ubcf5 \uc2dc\ub3c4<\/li>\n<\/ul>\n<p style=\"font-size:0.8em;color:#888\">\ud83d\udcce \ucd9c\ucc98: <a href=\"https:\/\/www.investing.com\/currencies\/usd-krw\" target=\"_blank\">Investing.com<\/a> \u00b7 <a href=\"https:\/\/tradingeconomics.com\/commodity\/crude-oil\" target=\"_blank\">Trading Economics<\/a><\/p>\n<h3>\ud83e\ude99 \uc554\ud638\ud654\ud3d0 \ub3d9\ud5a5<\/h3>\n<ul>\n<li>\u20bf <strong>\ube44\ud2b8\ucf54\uc778(BTC):<\/strong> <strong style=\"color:#2980b9\">\uc57d $76,803 (\uc804\uc77c \ub300\ube44 \uc57d -$629)<\/strong><\/li>\n<li>\u039e <strong>\uc774\ub354\ub9ac\uc6c0(ETH):<\/strong> <strong style=\"color:#2980b9\">\uc57d $2,113<\/strong> \u2014 4\uc6d4 7\uc77c \uc774\ud6c4 \ucd5c\uc800 \uc218\uc900<\/li>\n<li>\u25ce <strong>\uc194\ub77c\ub098(SOL):<\/strong> \uc6d4\uc911 \uace0\uc810 \ub300\ube44 <strong style=\"color:#2980b9\">-12%<\/strong> \uc870\uc815<\/li>\n<li>\u2715 <strong>\ub9ac\ud50c(XRP):<\/strong> \uc911\ub9bd\uad8c \ub4f1\ub77d, 5\uc6d4 12\uc77c \uc774\ud6c4 \ud0d0\uc695 \uc7ac\uc9c4\uc785 \uc2e4\ud328<\/li>\n<\/ul>\n<p>\ud83d\udcca <strong>\ud06c\ub9bd\ud1a0 \uacf5\ud3ec\ud0d0\uc695\uc9c0\uc218: 43 (\uacf5\ud3ec)<\/strong> \u2014 \uac70\uc2dc \ubd88\ud655\uc2e4\uc131 \uc18d \uc54c\ud2b8\ucf54\uc778 \uc804\ubc18 \uc57d\uc138.<\/p>\n<p style=\"font-size:0.8em;color:#888\">\ud83d\udcce \ucd9c\ucc98: <a href=\"https:\/\/finance.yahoo.com\/personal-finance\/investing\/article\/bitcoin-and-ethereum-prices-today-monday-may-18-2026-prices-are-down-and-moving-lower-this-morning-114100108.html\" target=\"_blank\">Yahoo Finance<\/a> \u00b7 <a href=\"https:\/\/milkroad.com\/fear-greed\/\" target=\"_blank\">Milk Road Fear &amp; Greed<\/a><\/p>\n<h3>\ud83d\udcc5 \uc624\ub298\uc758 \uc8fc\uc694 \uacbd\uc81c \uc77c\uc815 (5\uc6d4 19\uc77c)<\/h3>\n<ul>\n<li>\ud83c\uddfa\ud83c\uddf8 <strong>\ubbf8\uad6d \uc2e0\uaddc \uc8fc\ud0dd\ucc29\uacf5(New Residential Construction)<\/strong> \ubc1c\ud45c \uc608\uc815<\/li>\n<li>\ud83c\udf10 <strong>\ubb34\ub514\uc2a4 \ub2e4\uc6b4\uadf8\ub808\uc774\ub4dc \ud6c4\uc18d \ubc18\uc751<\/strong> \u2014 \ubbf8\uad6d\ucc44 \uc785\ucc30 \ubc0f \uae00\ub85c\ubc8c \ucc44\uad8c \uc2dc\uc7a5 \ub3d9\ud5a5 \uc8fc\uc2dc<\/li>\n<li>\ud83c\uddf0\ud83c\uddf7 <strong>\uc678\uad6d\uc778 \uc218\uae09 \ub3d9\ud5a5<\/strong> \u2014 \ub2ec\ub7ec \uac15\uc138\uc5d0 \ub530\ub978 \uc678\uad6d\uc778 \uc21c\ub9e4\uc218\/\ub9e4\ub3c4 \ubc29\ud5a5 \ud655\uc778<\/li>\n<li>\ud83d\udee2\ufe0f <strong>\ubbf8\u00b7\uc774\ub780 \ud575\ud611\uc0c1 \ub3d9\ud5a5<\/strong> \u2014 \uc720\uac00 \ubc29\ud5a5 \uacb0\uc815\uc9d3\ub294 \ud575\uc2ec \ubcc0\uc218<\/li>\n<\/ul>\n<p style=\"font-size:0.8em;color:#888\">\ud83d\udcce \ucd9c\ucc98: <a href=\"https:\/\/tradingeconomics.com\/calendar\" target=\"_blank\">Trading Economics Calendar<\/a><\/p>\n<hr \/>\n<p style=\"font-size:0.85em;color:#777;text-align:center\">\ud83d\udccc \ubcf8 \ube0c\ub9ac\ud551\uc758 \uc218\uce58\ub294 2026\ub144 5\uc6d4 18\uc77c(\uc6d4) \ub9c8\uac10 \uae30\uc900 \ub370\uc774\ud130\ub97c \uae30\ubc18\uc73c\ub85c \ud569\ub2c8\ub2e4. \uc7a5 \ub9c8\uac10 \ud6c4 \ubc1c\ud45c\ub418\ub294 \uc218\uce58\uc640 \ucc28\uc774\uac00 \uc788\uc744 \uc218 \uc788\uc2b5\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 (5\uc6d4 18\uc77c, \uc6d4\uc694\uc77c) \ubb34\ub514\uc2a4(Moody&#8217;s)\uac00 5\uc6d4 16\uc77c(\uae08) \ubbf8\uad6d \uad6d\uac00\uc2e0\uc6a9\ub4f1\uae09\uc744 \ucd5c\uace0 \ub4f1\uae09\uc778 Aaa\uc5d0\uc11c Aa1\uc73c\ub85c \ud55c \ub2e8\uacc4 \ud558\ud5a5\ud55c \uc601\ud5a5\uc73c\ub85c \ub274\uc695 \uc99d\uc2dc\ub294 \uac1c\uc7a5 \ucd08 \uae09\ub77d(-1%)\ud588\uc73c\ub098, \ud22c\uc790\uc790\ub4e4\uc774 \uc774\ub97c &#8216;\ube44\uc774\ubca4\ud2b8(non-event)&#8217;\ub85c \uc18c\ud654\ud558\uba70 \ub099\ud3ed\uc744 \ube60\ub974\uac8c \ud68c\ubcf5\ud588\uc2b5\ub2c8\ub2e4. \ud83d\udd34 \ub2e4\uc6b0\uc874\uc2a4(DJIA): 49,663 (+137pt, +0.28%) \ud83d\udd34 S&amp;P 500: [&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-1050","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\/1050","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=1050"}],"version-history":[{"count":0,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/posts\/1050\/revisions"}],"wp:attachment":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1050"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1050"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1050"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}