{"id":993,"date":"2026-04-09T23:14:42","date_gmt":"2026-04-09T14:14:42","guid":{"rendered":"https:\/\/nangchang.nes.or.kr\/?p=993"},"modified":"2026-04-09T23:14:42","modified_gmt":"2026-04-09T14:14:42","slug":"%f0%9f%87%ba%f0%9f%87%b8-%eb%af%b8%ec%9e%a5-%ea%b0%9c%ec%9e%a5-%eb%b8%8c%eb%a6%ac%ed%95%91-2026%eb%85%84-04%ec%9b%94-09%ec%9d%bc","status":"publish","type":"post","link":"https:\/\/nangchang.nes.or.kr\/?p=993","title":{"rendered":"\ud83c\uddfa\ud83c\uddf8 \ubbf8\uc7a5 \uac1c\uc7a5 \ube0c\ub9ac\ud551 \u2014 2026\ub144 04\uc6d4 09\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\udcca \uc804\uc77c \ub9c8\uac10 \ubc0f \uc624\ub298 \uac1c\uc7a5 \ub3d9\ud5a5<\/h3>\n

4\uc6d4 8\uc77c(\uc218), \ubbf8\uad6d \uc99d\uc2dc\ub294 \ubbf8\uad6d-\uc774\ub780 2\uc8fc \ud734\uc804 \ud569\uc758<\/strong> \uc18c\uc2dd\uc5d0 \ub300\ud3ed \ub7a0\ub9ac\ub97c \ud3bc\ucce4\uc2b5\ub2c8\ub2e4. \ub2e4\uc6b0\uc874\uc2a4\ub294 +2.85%(+1,325\ud3ec\uc778\ud2b8)<\/strong>\ub97c \uae30\ub85d\ud558\uba70 47,909.92<\/strong>\ub85c \ub9c8\uac10\ud588\uace0, S&P 500\uc740 +2.51%<\/strong>\uc778 6,782.81<\/strong>, \ub098\uc2a4\ub2e5\uc740 +2.80%<\/strong>\uc778 22,635.00<\/strong>\uc73c\ub85c \uac15\ud558\uac8c \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

4\uc6d4 9\uc77c(\ubaa9) \uac1c\uc7a5 \ucd08\ubc18, \uc774\ub780\uc774 \ud734\uc804 \ud569\uc758 24\uc2dc\uac04\ub3c4 \uc548 \ub3fc \ud30c\uae30\ub97c \uc8fc\uc7a5\ud558\uba74\uc11c \ubd84\uc704\uae30\uac00 \ubc18\uc804\ub410\uc2b5\ub2c8\ub2e4. \ub2e4\uc6b0 -0.37%<\/strong>, S&P 500 -0.16%<\/strong>, \ub098\uc2a4\ub2e5 -0.18%<\/strong>\ub85c \uc18c\ud3ed \ud558\ub77d \ucd9c\ubc1c. \ubc18\uba74 \ub7ec\uc140 2000\uc740 +3%<\/strong> \ub0b4\uc678\ub85c \ucc28\ubcc4\ud654 \uac15\uc138\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n

\ud83d\udee2\ufe0f \uc720\uac00 \ubc0f \uc9c0\uc815\ud559 \uc774\uc288<\/h3>\n

\uc804\uc77c WTI\ub294 -16%($94.41)<\/strong>, \ube0c\ub80c\ud2b8\uc720\ub294 -13%($94.75)<\/strong>\ub85c 2020\ub144 \uc774\ud6c4 \ucd5c\ub300 \ub099\ud3ed\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc624\ub298 \uc544\uce68 \uc774\ub780\uc774 \ud638\ub974\ubb34\uc988 \ud574\ud611 \ud1b5\ud589\uc744 \uc7ac\ucc28 \ucc28\ub2e8\ud558\uba74\uc11c \uc720\uac00\uac00 \ube60\ub974\uac8c \ubc18\ub4f1\ud588\uc2b5\ub2c8\ub2e4. \ube0c\ub80c\ud2b8\uc720 +4% \uc774\uc0c1($98 \uc0c1\ud68c)<\/strong>, WTI +5% \uc774\uc0c1($99 \uc0c1\ud68c)<\/strong>. \ud638\ub974\ubb34\uc988 \ud574\ud611\uc740 \uc5ec\uc804\ud788 \uc0ac\uc2e4\uc0c1 \ubd09\uc1c4 \uc0c1\ud0dc\uc785\ub2c8\ub2e4.<\/p>\n

\ud83d\udcc8 \uc8fc\uc694 \uc2e4\uc801 \ubc0f \uc885\ubaa9 \uc774\uc288<\/h3>\n

\ub9ac\ubc14\uc774 \uc2a4\ud2b8\ub77c\uc6b0\uc2a4 (LEVI) +9%<\/strong> \u2014 1\ubd84\uae30 EPS 42\uc13c\ud2b8<\/strong>(\uc608\uc0c1 37\uc13c\ud2b8), \ub9e4\ucd9c $17.4\uc5b5<\/strong>(\uc608\uc0c1 $16.5\uc5b5) \uc0c1\ud68c. D2C \ube44\uc911 \ucd5c\ucd08 50% \ub3cc\ud30c, \uc5f0\uac04 EPS \uac00\uc774\ub358\uc2a4 $1.42~$1.48<\/strong>\ub85c \uc0c1\ud5a5.<\/p>\n

\ub378\ud0c0 \ud56d\uacf5 (DAL)<\/strong> \u2014 2\ubd84\uae30 EPS \uac00\uc774\ub358\uc2a4 $1.00~$1.50<\/strong>(\ucee8\uc13c\uc11c\uc2a4 $1.41), \ub9e4\ucd9c \uc131\uc7a5\ub960 \ub85c\uc6b0 \ud2f4 \uc81c\uc2dc. \ub2e8, \uc720\uac00 \uae09\ub4f1\uc73c\ub85c \ub2e8\uae30 \uacf5\uae09 \uc99d\uac00 \uacc4\ud68d \ucd95\uc18c \ubc1c\ud45c. \uc774\ubc88 \ubd84\uae30 \uc5f0\ub8cc\ube44 +$20\uc5b5<\/strong> \uc99d\uac00 \uacbd\uace0.<\/p>\n

\ub85c\uc5f4 \uce90\ub9ac\ube44\uc548 (RCL) +7.5%<\/strong> \u2014 JP\ubaa8\uac74, \ubaa9\ud45c\uc8fc\uac00 $376\u2192$341<\/strong>\ub85c \ud558\ud5a5(\uc911\ub3d9 \ubd84\uc7c1 \uc5ec\ud30c). \uadf8\ub7ec\ub098 \uc804\uc77c \ud734\uc804 \uc18c\uc2dd\uc5d0 \ud06c\ub8e8\uc988 \uc139\ud130 \uc804\ubc18 \uac15\uc138.<\/p>\n

\ud83d\udcc5 \uc624\ub298\uc758 \uc8fc\uc694 \uacbd\uc81c \uc9c0\ud45c<\/h3>\n

\uc624\ub298 \ubc24 \ubc1c\ud45c \uc608\uc815: \uc8fc\uac04 \uc2e0\uaddc \uc2e4\uc5c5\uc218\ub2f9 \uccad\uad6c\uac74\uc218<\/strong>(\ud55c\uad6d\uc2dc\uac04 \uc624\ud6c4 9:30). \uc9c1\uc804 \uc8fc 202,000\uac74<\/strong>(\uc804\uc8fc \ub300\ube44 9,000\uac74 \uac10\uc18c). \uace0\uc6a9\uc2dc\uc7a5 \ud750\ub984\uc744 \uac00\ub2a0\ud560 \ud575\uc2ec \ub370\uc774\ud130.<\/p>\n

\ucc38\uace0: 3\uc6d4 CPI 3.2% YoY<\/strong>(2\uc6d4 3.5%\u2192\ub454\ud654), \uadfc\uc6d0 CPI 2.8%<\/strong> \uc548\uc815. 3\uc6d4 PPI\ub294 4\uc6d4 14\uc77c<\/strong> \uacf5\uac1c \uc608\uc815.<\/p>\n

\ud83d\udd0d \uc624\ub298 \ubc24 \uc8fc\ubaa9 \ud3ec\uc778\ud2b8<\/h3>\n

\u2460 \ubbf8-\uc774\ub780 \ud734\uc804 \ud611\uc0c1<\/strong>: \uc591\uce21 \uc704\ubc18 \uc8fc\uc7a5 \uc18d \ub300\ud654 \uc7ac\uac1c \uc5ec\ubd80\uac00 \ucd5c\ub300 \ubcc0\uc218. \u2461 \uc720\uac00 $100 \ub3cc\ud30c \uc5ec\ubd80<\/strong>: \uc5d0\ub108\uc9c0\u00b7\ud56d\uacf5\u00b7\uc5ec\ud589 \uc139\ud130\uc5d0 \uc9c1\uc811 \uc601\ud5a5. \u2462 \uc2e4\uc5c5\uc218\ub2f9 \uccad\uad6c\uac74\uc218<\/strong>: \uc608\uc0c1\ubcf4\ub2e4 \uc99d\uac00 \uc2dc Fed \uc870\uae30 \uae08\ub9ac \uc778\ud558 \uae30\ub300 \uac15\ud654 \uac00\ub2a5. \u2463 Q1 \uc5b4\ub2dd \uc2dc\uc98c \ubcf8\uaca9\ud654<\/strong>: \uc720\uac00 \ube44\uc6a9 \uc0c1\uc2b9 \uc5ec\ud30c\ub85c \uae30\uc5c5 \uac00\uc774\ub358\uc2a4 \ud558\ud5a5 \uc870\uc815 \uac00\ub2a5\uc131 \uc8fc\uc758.<\/p>\n

\n

\u203b \ubcf8 \ube0c\ub9ac\ud551\uc740 \uacf5\uac1c \uc790\ub8cc\ub97c \ubc14\ud0d5\uc73c\ub85c AI\uac00 \uc790\ub3d9 \uc791\uc131\ud55c \uac83\uc73c\ub85c, \ud22c\uc790 \uad8c\uc720\uac00 \uc544\ub2d9\ub2c8\ub2e4.<\/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\udcca \uc804\uc77c \ub9c8\uac10 \ubc0f \uc624\ub298 \uac1c\uc7a5 \ub3d9\ud5a5 4\uc6d4 8\uc77c(\uc218), \ubbf8\uad6d \uc99d\uc2dc\ub294 \ubbf8\uad6d-\uc774\ub780 2\uc8fc \ud734\uc804 \ud569\uc758 \uc18c\uc2dd\uc5d0 \ub300\ud3ed \ub7a0\ub9ac\ub97c \ud3bc\ucce4\uc2b5\ub2c8\ub2e4. \ub2e4\uc6b0\uc874\uc2a4\ub294 +2.85%(+1,325\ud3ec\uc778\ud2b8)\ub97c \uae30\ub85d\ud558\uba70 47,909.92\ub85c \ub9c8\uac10\ud588\uace0, S&P 500\uc740 +2.51%\uc778 6,782.81, \ub098\uc2a4\ub2e5\uc740 +2.80%\uc778 22,635.00\uc73c\ub85c \uac15\ud558\uac8c \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. 4\uc6d4 9\uc77c(\ubaa9) \uac1c\uc7a5 \ucd08\ubc18, \uc774\ub780\uc774 \ud734\uc804 \ud569\uc758 […]<\/p>\n","protected":false},"author":0,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[89],"tags":[],"class_list":["post-993","post","type-post","status-publish","format-standard","hentry","category-us-open"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/posts\/993","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"}],"replies":[{"embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=993"}],"version-history":[{"count":0,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=\/wp\/v2\/posts\/993\/revisions"}],"wp:attachment":[{"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=993"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=993"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nangchang.nes.or.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=993"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}