{"id":979,"date":"2026-04-06T09:05:01","date_gmt":"2026-04-06T00:05:01","guid":{"rendered":"https:\/\/nangchang.nes.or.kr\/?p=979"},"modified":"2026-04-06T09:05:01","modified_gmt":"2026-04-06T00:05:01","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%94-06%ec%9d%bc-2","status":"publish","type":"post","link":"https:\/\/nangchang.nes.or.kr\/?p=979","title":{"rendered":"\ud83c\udf05 \uc544\uce68 \uc99d\uc2dc \ube0c\ub9ac\ud551 \u2014 2026\ub144 04\uc6d4 06\uc77c"},"content":{"rendered":"<p style=\"background:#fff8e1;border-left:4px solid #FFA000;padding:12px 16px;border-radius:4px;\">\ud83d\udcc5 <strong>\ube0c\ub9ac\ud551 \uae30\uc900\uc77c:<\/strong> 2026\ub144 4\uc6d4 6\uc77c(\uc77c) | \ub2e4\uc74c \ud55c\uad6d \uc99d\uc2dc \uac1c\uc7a5: 4\uc6d4 7\uc77c(\uc6d4)<\/p>\n<hr\/>\n<h3>\ud83c\uddfa\ud83c\uddf8 1. \uc804\ub0a0 \ubbf8\uad6d \uc99d\uc2dc \ub9c8\uac10 \uc694\uc57d<\/h3>\n<p>\ubbf8\uad6d \uc99d\uc2dc \ucd5c\uadfc \uac70\ub798\uc77c(4\uc6d4 2\uc77c, \ubaa9\uc694\uc77c) \uae30\uc900 \ud63c\uc870\uc138 \ub9c8\uac10. 4\uc6d4 3\uc77c(\uae08)\uc740 <strong>\uad7f\ud504\ub77c\uc774\ub370\uc774(Good Friday)<\/strong> \uacf5\ud734\uc77c\ub85c NYSE\u00b7\ub098\uc2a4\ub2e5 \ud734\uc7a5.<\/p>\n<ul>\n<li><strong>S&amp;P 500:<\/strong> <strong>+0.11%<\/strong> \u2192 \uc885\uac00 <strong>6,582.69<\/strong><\/li>\n<li><strong>\ub098\uc2a4\ub2e5 \uc885\ud569:<\/strong> <strong>+0.18%<\/strong> \u2192 \uc885\uac00 <strong>21,879.18<\/strong><\/li>\n<li><strong>\ub2e4\uc6b0\uc874\uc2a4:<\/strong> <strong>-0.13%<\/strong> \u2192 \uc885\uac00 <strong>46,504.67<\/strong><\/li>\n<\/ul>\n<p>\uc8fc\uac04 \uae30\uc900 S&amp;P 500 <strong>+3.3%<\/strong> \uc0c1\uc2b9 \u2014 \uc774\ub780 \uc804\uc7c1 \ubc1c\ubc1c \uc774\ud6c4 \uccab \uc8fc\uac04 \uc0c1\uc2b9\uc138. \uc774\ub780-\uc624\ub9cc \ud638\ub974\ubb34\uc988 \ud611\uc815 \ucd08\uc548 \uc18c\uc2dd\uc5d0 \uc7a5 \ud6c4\ubc18 \uae09\ubc18\ub4f1 \uc131\uacf5.<\/p>\n<p>\ucd9c\ucc98: <a href=\"https:\/\/www.thestreet.com\/latest-news\/stock-market-today-apr-2-2026-updates\" target=\"_blank\">TheStreet<\/a>, <a href=\"https:\/\/www.ibtimes.com\/us-stock-market-closed-good-friday-2026-nyse-nasdaq-shut-holiday-3800815\" target=\"_blank\">IBTimes<\/a><\/p>\n<hr\/>\n<h3>\u26a1 2. \uc8fc\uc694 \ud558\ub77d\u00b7\uc0c1\uc2b9 \uc6d0\uc778<\/h3>\n<p>\ud575\uc2ec \ubcc0\uc218\ub294 <strong>\ubbf8-\uc774\uc2a4\ub77c\uc5d8-\uc774\ub780 \uad70\uc0ac \ucda9\ub3cc<\/strong>\ub85c \uc778\ud55c <strong>\ud638\ub974\ubb34\uc988 \ud574\ud611 \ubd09\uc1c4 \uc704\uae30<\/strong>. 2026\ub144 2\uc6d4 28\uc77c \ud569\ub3d9 \uacf5\uc2b5 \uc774\ud6c4 IRGC\uac00 \ud574\ud611 \ud1b5\ud589\uc744 \uc0ac\uc2e4\uc0c1 \ucc28\ub2e8, \uc804 \uc138\uacc4 \uc6d0\uc720 \uacf5\uae09\uc758 \uc57d 20%\uac00 \uc601\ud5a5\uad8c\uc5d0 \ub4e4\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<ul>\n<li>\ud83d\udd3a <strong>\ud638\uc7ac:<\/strong> \uc774\ub780-\uc624\ub9cc \uc911\uc7ac \ud611\uc0c1 \uc9c4\uc804 \u2192 \ud574\ud611 \uc7ac\uac1c\ubc29 \uae30\ub300\uac10<\/li>\n<li>\ud83d\udd3a <strong>\ud638\uc7ac:<\/strong> \ubc18\ub3c4\uccb4\u00b7\uae30\uc220\uc8fc \uc800\uac00 \ub9e4\uc218\uc138 \uc720\uc785<\/li>\n<li>\ud83d\udd3b <strong>\uc545\uc7ac:<\/strong> \uc720\uac00 \uae09\ub4f1\ubc1c \uc778\ud50c\ub808\uc774\uc158\u00b7\uc2a4\ud0dc\uadf8\ud50c\ub808\uc774\uc158 \uc6b0\ub824<\/li>\n<li>\ud83d\udd3b <strong>\uc545\uc7ac:<\/strong> \ud2b8\ub7fc\ud504 &#8220;\ubd84\uc7c1 \uc218 \uc8fc \ub354 \uc9c0\uc18d&#8221; \ubc1c\uc5b8\uc73c\ub85c \ubd88\ud655\uc2e4\uc131 \uc9c0\uc18d<\/li>\n<\/ul>\n<p>\ucd9c\ucc98: <a href=\"https:\/\/www.fool.com\/coverage\/stock-market-today\/2026\/04\/02\/stock-market-today-april-2-markets-muted-on-mixed-iran-reports\/\" target=\"_blank\">Motley Fool<\/a>, <a href=\"https:\/\/www.morganstanley.com\/insights\/articles\/iran-war-oil-inflation-stock-market-2026\" target=\"_blank\">Morgan Stanley<\/a><\/p>\n<hr\/>\n<h3>\ud83c\udf0f 3. \uc57c\uac04 \uc120\ubb3c \ubc0f \uc544\uc2dc\uc544 \uc2dc\uc7a5 \ub3d9\ud5a5<\/h3>\n<p>4\uc6d4 3\uc77c(\uae08) \ub9c8\uac10 \uae30\uc900 \u2014 4\uc6d4 7\uc77c(\uc6d4) \uc7ac\uac1c\uc7a5 \uc608\uc815.<\/p>\n<ul>\n<li><strong>\ub2db\ucf00\uc774 225 (\uc77c\ubcf8):<\/strong> <strong>+1.35%<\/strong> \u2192 <strong>53,172pt<\/strong>. \uc678\uad6d\uc778 \ub9e4\uc218 \ud68c\uadc0\u00b7\uc5d4\ud654 \uc57d\uc138 \uc9c0\uc18d\uc774 \uc0c1\uc2b9 \uc9c0\uc9c0.<\/li>\n<li><strong>KOSPI (\ud55c\uad6d):<\/strong> <strong>+2.88%<\/strong> \u2192 <strong>5,384.90pt<\/strong>. \uc678\uad6d\uc778 12\uac70\ub798\uc77c \ub9cc\uc5d0 \uc21c\ub9e4\uc218 \uc804\ud658, \uc0bc\uc131\uc804\uc790\u00b7SK\ud558\uc774\ub2c9\uc2a4 \uc8fc\ub3c4 \uae09\ubc18\ub4f1.<\/li>\n<li><strong>\ud56d\uc14d\uc9c0\uc218 (\ud64d\ucf69):<\/strong> 3\uc6d4 \ub9d0 \uc18c\ud3ed \uc0c1\uc2b9\uc138 \uc720\uc9c0. 4\uc6d4 7\uc77c \uc7ac\uac1c\uc7a5 \ud6c4 \uad6c\uccb4 \uc218\uce58 \ud655\uc778 \ud544\uc694.<\/li>\n<\/ul>\n<p>\ucd9c\ucc98: <a href=\"https:\/\/en.sedaily.com\/news\/2026\/04\/04\/foreign-buyers-return-lifting-samsung-and-sk-hynix-as-kospi\" target=\"_blank\">Seoul Economic Daily<\/a><\/p>\n<hr\/>\n<h3>\ud83d\udcb1 4. \uc6d0\/\ub2ec\ub7ec \ud658\uc728 \ubc0f \uc720\uac00 \ud604\ud669<\/h3>\n<h4>\uc6d0\/\ub2ec\ub7ec \ud658\uc728<\/h4>\n<p>4\uc6d4 3\uc77c \uae30\uc900 <strong>1,510~1,516\uc6d0<\/strong>. \ub2ec\ub7ec \uac15\uc138\u00b7\uc774\ub780 \ub9ac\uc2a4\ud06c \ubc18\uc601\uc73c\ub85c \uc6d0\ud654 \uc57d\uc138 \uc555\ub825 \uc9c0\uc18d.<\/p>\n<p>\ucd9c\ucc98: <a href=\"https:\/\/www.exchange-rates.org\/exchange-rate-history\/usd-krw-2026\" target=\"_blank\">Exchange-rates.org<\/a><\/p>\n<h4>\uad6d\uc81c \uc720\uac00 (WTI \/ \ube0c\ub80c\ud2b8)<\/h4>\n<ul>\n<li><strong>WTI \uc6d0\uc720:<\/strong> <strong>\uc57d $112\/\ubc30\ub7f4<\/strong> (\uc7a5\uc911 \uace0\uc810 $114, \uc804\uc8fc \ub300\ube44 +12%\u2191)<\/li>\n<li><strong>\ube0c\ub80c\ud2b8 \uc6d0\uc720:<\/strong> <strong>\uc57d $109~110\/\ubc30\ub7f4<\/strong><\/li>\n<li>\u203b WTI\uac00 \ube0c\ub80c\ud2b8\ub97c \uc0c1\ud68c\ud558\ub294 \uc774\ub840\uc801 \uc5ed\uc804 \ud604\uc0c1 \ubc1c\uc0dd \uc911<\/li>\n<\/ul>\n<p>\ucd9c\ucc98: <a href=\"https:\/\/www.neshesglobal.com\/post\/iran-strait-of-hormuz-blockade-2026-april-4-energy-market-intelligence-report\" target=\"_blank\">NeshesGlobal<\/a>, <a href=\"https:\/\/www.rigzone.com\/news\/why_has_the_wti_oil_price_surpassed_brent-03-apr-2026-183367-article\/\" target=\"_blank\">Rigzone<\/a><\/p>\n<hr\/>\n<h3>\ud83d\udd11 5. \uc624\ub298 \ud55c\uad6d \uc99d\uc2dc \uc8fc\uc694 \ubcc0\uc218<\/h3>\n<h4>\ubc18\ub3c4\uccb4 \uc139\ud130 (\ud575\uc2ec \uc8fc\ubaa9)<\/h4>\n<ul>\n<li><strong>SK\ud558\uc774\ub2c9\uc2a4:<\/strong> HBM \uc2dc\uc7a5\uc810\uc720\uc728 <strong>62%<\/strong> \uc555\ub3c4\uc801 1\uc704. HBM4 \uac1c\ubc1c \uc644\ub8cc(\uc804\ub825\ud6a8\uc728 40%\u2191). \ubbf8\uad6d ADR \uc0c1\uc7a5 \ucd94\uc9c4(Form F-1 \uc81c\ucd9c) \u2192 \uae00\ub85c\ubc8c \uc790\uae08 \uc720\uc785 \uae30\ub300.<\/li>\n<li><strong>\uc0bc\uc131\uc804\uc790:<\/strong> HBM3E \uac00\uaca9 20% \uc778\uc0c1 \uc801\uc6a9, \ud3c9\ud0dd P5 \ud339 \uc7ac\uac00\ub3d9\uc73c\ub85c \uc810\uc720\uc728 \ud68c\ubcf5 \uc911.<\/li>\n<li><strong>\uc678\uad6d\uc778 \ubcf5\uadc0:<\/strong> 3\uc6d4 35\uc870 \uc6d0 \uc21c\ub9e4\ub3c4 \ud6c4 4\uc6d4 \uc21c\ub9e4\uc218 \uc804\ud658 \u2014 \ucd94\uac00 \ub9e4\uc218 \uc9c0\uc18d \uc5ec\ubd80 \uc8fc\ubaa9.<\/li>\n<\/ul>\n<h4>\uc704\ud5d8 \uc694\uc778<\/h4>\n<ul>\n<li>\uc720\uac00 \uae09\ub4f1($112\/\ubc30\ub7f4) \u2192 \uc218\uc785 \ubb3c\uac00 \uc0c1\uc2b9\u00b7\uacbd\uc0c1\uc218\uc9c0 \uc545\ud654 \uc6b0\ub824<\/li>\n<li>\uc6d0\ud654 \uc57d\uc138(1,510\uc6d0\ub300) \u2192 \uc218\ucd9c\uc8fc \uc77c\ubd80 \ud638\uc7ac \/ \uc218\uc785 \ube44\uc6a9 \ubd80\ub2f4 \ud63c\uc7ac<\/li>\n<li>\uc774\ub780 \ubd84\uc7c1 \ubcc0\uc218 \u2192 \uae00\ub85c\ubc8c \uc99d\uc2dc \ubcc0\ub3d9\uc131 \ud655\ub300 \uac00\ub2a5<\/li>\n<li>2\ucc28\uc804\uc9c0: \uc720\uac00 \uc0c1\uc2b9 \uc2dc EV \uc218\uc694 \uc7ac\ubd80\uac01 \uae30\ub300, \uacf5\uae09\ub9dd \ub9ac\uc2a4\ud06c \ubcd1\uc874<\/li>\n<\/ul>\n<p>\ucd9c\ucc98: <a href=\"https:\/\/www.astutegroup.com\/news\/general\/sk-hynix-holds-62-of-hbm-micron-overtakes-samsung-2026-battle-pivots-to-hbm4\/\" target=\"_blank\">Astute Group<\/a>, <a href=\"https:\/\/meyka.com\/blog\/samsung-sk-hynix-jump-10-as-tech-stocks-rebound-from-march-losses-2604\/\" target=\"_blank\">Meyka<\/a><\/p>\n<hr\/>\n<h3>\ud83d\udcc5 6. \uc774\ubc88 \uc8fc \uc8fc\uc694 \uacbd\uc81c \uc9c0\ud45c \ubc0f \uc774\ubca4\ud2b8<\/h3>\n<ul>\n<li>\ud83d\udccc <strong>4\uc6d4 8\uc77c(\uc218):<\/strong> \ubbf8\uad6d <strong>FOMC 3\uc6d4 \uc758\uc0ac\ub85d \uacf5\uac1c<\/strong> \u2014 \uae08\ub9ac \ub3d9\uacb0 \ubc30\uacbd \ubc0f \ud5a5\ud6c4 \ud1b5\ud654\uc815\ucc45 \ubc29\ud5a5 \uc8fc\ubaa9<\/li>\n<li>\ud83d\udccc <strong>4\uc6d4 9\uc77c(\ubaa9):<\/strong> \ubbf8\uad6d <strong>PCE \ubb3c\uac00\uc9c0\uc218 \ubc1c\ud45c<\/strong> (\uc5f0\uc900 \uc120\ud638 \uc778\ud50c\ub808\uc774\uc158 \uc9c0\ud45c)<\/li>\n<li>\ud83d\udccc <strong>3\uc6d4 CPI \uc804\ub9dd:<\/strong> \uc804\uc6d4 \ub300\ube44 <strong>+0.9%<\/strong>, \uc804\ub144 \ub300\ube44 +3.3% \uc608\uc0c1 \u2014 \uc720\uac00 \ubc18\uc601\uc73c\ub85c \uc608\uc0c1\uce58 \uc0c1\ud68c \uac00\ub2a5\uc131 \uc720\uc758<\/li>\n<li>\ud83d\udccc <strong>\uc774\ub780 \uc678\uad50:<\/strong> \uc624\ub9cc \uc911\uc7ac \ud638\ub974\ubb34\uc988 \ud611\uc815 \ud611\uc758 \uacb0\uacfc \u2192 \uc720\uac00\u00b7\uae00\ub85c\ubc8c \uc99d\uc2dc \ubc29\ud5a5\uc131 \uacb0\uc815 \ud575\uc2ec \ubcc0\uc218<\/li>\n<\/ul>\n<p>\ucd9c\ucc98: <a href=\"https:\/\/www.kiplinger.com\/investing\/economy\/this-weeks-economic-calendar\" target=\"_blank\">Kiplinger<\/a>, <a href=\"https:\/\/www.calendarx.com\/events\/fomc-meeting-april-2026\" target=\"_blank\">CalendarX<\/a><\/p>\n<hr\/>\n<p style=\"font-size:0.85em;color:#888;\">\u26a0\ufe0f \ubcf8 \ube0c\ub9ac\ud551\uc740 \uacf5\uac1c \uc815\ubcf4\ub97c \uc790\ub3d9 \uc218\uc9d1\ud558\uc5ec \uc791\uc131\ub41c \ucc38\uace0 \uc790\ub8cc\uc774\uba70, \ud22c\uc790 \uad8c\uc720\uac00 \uc544\ub2d9\ub2c8\ub2e4. \ub370\uc774\ud130 \uae30\uc900: 2026\ub144 4\uc6d4 6\uc77c (\ud55c\uad6d \uc2dc\uac04).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud83d\udcc5 \ube0c\ub9ac\ud551 \uae30\uc900\uc77c: 2026\ub144 4\uc6d4 6\uc77c(\uc77c) | \ub2e4\uc74c \ud55c\uad6d \uc99d\uc2dc \uac1c\uc7a5: 4\uc6d4 7\uc77c(\uc6d4) \ud83c\uddfa\ud83c\uddf8 1. \uc804\ub0a0 \ubbf8\uad6d \uc99d\uc2dc \ub9c8\uac10 \uc694\uc57d \ubbf8\uad6d \uc99d\uc2dc \ucd5c\uadfc \uac70\ub798\uc77c(4\uc6d4 2\uc77c, \ubaa9\uc694\uc77c) \uae30\uc900 \ud63c\uc870\uc138 \ub9c8\uac10. 4\uc6d4 3\uc77c(\uae08)\uc740 \uad7f\ud504\ub77c\uc774\ub370\uc774(Good Friday) \uacf5\ud734\uc77c\ub85c NYSE\u00b7\ub098\uc2a4\ub2e5 \ud734\uc7a5. S&amp;P 500: +0.11% \u2192 \uc885\uac00 6,582.69 \ub098\uc2a4\ub2e5 \uc885\ud569: +0.18% \u2192 \uc885\uac00 21,879.18 \ub2e4\uc6b0\uc874\uc2a4: -0.13% \u2192 \uc885\uac00 46,504.67 \uc8fc\uac04 \uae30\uc900 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-979","post","type-post","status-publish","format-standard","hentry","category-1"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/posts\/979","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=979"}],"version-history":[{"count":0,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/posts\/979\/revisions"}],"wp:attachment":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=979"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=979"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=979"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}