{"id":1807,"date":"2026-01-02T12:52:16","date_gmt":"2026-01-02T03:52:16","guid":{"rendered":"https:\/\/clepaper.co.kr\/?p=1807"},"modified":"2026-01-02T12:52:16","modified_gmt":"2026-01-02T03:52:16","slug":"%eb%82%98%ed%9d%98%ec%a7%b8-%ed%95%98%eb%9d%bd%ec%97%90%eb%8f%84%e7%be%8e%ec%a6%9d%ec%8b%9c-3%eb%85%84-%ec%97%b0%ec%86%8d-%eb%91%90%ec%9e%90%eb%a6%bf-%ec%88%98-%ec%83%81%ec%8a%b9","status":"publish","type":"post","link":"https:\/\/clepaper.co.kr\/?p=1807","title":{"rendered":"\ub098\ud758\uc9f8 \ud558\ub77d\uc5d0\ub3c4\u2026\u7f8e\uc99d\uc2dc 3\ub144 \uc5f0\uc18d \ub450\uc790\ub9bf \uc218 \uc0c1\uc2b9"},"content":{"rendered":"

2025\ub144 \ub9c8\uc9c0\ub9c9 \ub0a0 31\uc77c(\ud604\uc9c0\uc2dc\uac04) \ub274\uc695\uc99d\uc2dc\ub294 \uc77c\uc81c\ud788 \ud558\ub77d \ub9c8\uac10\ud588\ub2e4. \uc8fc\uac00\ub294 4\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d\uc138\ub97c \uae30\ub85d\ud588\uc9c0\ub9cc, \uc5f0\uac04 \uae30\uc900\uc73c\ub85c\ub294 3\ub144 \uc5f0\uc18d \ub450 \uc790\ub9bf\uc218 \uc0c1\uc2b9\uc744 \ubcf4\uc600\ub2e4. S&P500\uc740 \uc62c\ud574 16.39% \uc0c1\uc2b9, \ub098\uc2a4\ub2e5\uc740 \uc778\uacf5\uc9c0\ub2a5(AI) \uc5f4\ud48d\uc5d0 \ud798\uc785\uc5b4 20.36% \uae09\ub4f1\uc744 \ubcf4\uc600\ub2e4. \ub2e4\uc6b0\uc9c0\uc218 \ub610\ud55c 12.97% \uc0c1\uc2b9\uc73c\ub85c \uc2dc\uc7a5 \uc804\uccb4\uac00 \uc0c1\uc2b9\ud588\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4.<\/p>\n

\u25c7\uc5f0\ub9d0 \ucc28\uc775\uc2e4\ud604\uc5d0 3\ub300\uc9c0\uc218 \ud558\ub77d<\/strong><\/p>\n

– 31\uc77c(\ud604\uc9c0\uc2dc\uac04) \ub2e4\uc6b0\uc9c0\uc218\ub294 \uc804\uc7a5\ubcf4\ub2e4 0.63% \ube60\uc9c4 4\ub9cc8063.29\uc5d0 \uac70\ub798\ub97c \ub9c8\uac10\ud588\ub2e4. S&P500\uc9c0\uc218\ub294 \uc804\uc7a5\ubcf4\ub2e4 0.74% \ud558\ub77d\ud55c 6845.50, \ub098\uc2a4\ub2e5\uc885\ud569\uc9c0\uc218\ub294 0.76% \ub5a8\uc5b4\uc9c4 2\ub9cc3241.99\uc5d0 \uac70\ub798\ub97c \ub9c8\ucce4\ub2e4.<\/p>\n

– \uad6d\uc81c\uc720\uac00\ub294 \ubbf8\uad6d \uc11d\uc720 \uc7ac\uace0 \uc99d\uac00\uc5d0 \ud558\ub77d\ud588\ub2e4. \ub274\uc695\uc0c1\uc5c5\uac70\ub798\uc18c\uc5d0\uc11c 2\uc6d4 \uc778\ub3c4\ubd84 \uc11c\ubd80\ud14d\uc0ac\uc2a4\uc0b0\uc6d0\uc720(WTI)\ub294 \uc804\uc7a5\ubcf4\ub2e4 0.53\ub2ec\ub7ec(0.91%) \ub0b4\ub9b0 \ubc30\ub7f4\ub2f9 57.42\ub2ec\ub7ec\uc5d0 \uc7a5\uc744 \ub9c8\uac10\ud588\ub2e4.<\/p>\n

\u25c7\u7f8e\uad6d\ubb34\ubd80 “\u97d3\uc815\ud1b5\ub9dd\ubc95\uc5d0 \uc911\ub300 \uc6b0\ub824\u2026\u7f8e\ud50c\ub7ab\ud3fc\uae30\uc5c5\uc5d0 \ubd80\uc815\uc801”\u00a0<\/strong><\/p>\n

– \ubbf8\uad6d \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uac00 \ud55c\uad6d \uad6d\ud68c\uac00 \ud1b5\uacfc\uc2dc\ud0a8 \uc815\ubcf4\ud1b5\uc2e0\ub9dd\ubc95 \uac1c\uc815\uc548(\ud5c8\uc704\uc870\uc791\uc815\ubcf4\uadfc\uc808\ubc95)\uc5d0 \ub300\ud574 \uacf5\uc2dd\uc801\uc73c\ub85c \uc6b0\ub824\ub97c \ud45c\uba85\ud588\ub2e4.<\/p>\n

– \ubbf8 \uad6d\ubb34\ubd80\ub294 31\uc77c(\ud604\uc9c0\uc2dc\uac04) \ub300\ubcc0\uc778 \uba85\uc758 \uc11c\uba74 \ub2f5\ubcc0\uc5d0\uc11c “\ud55c\uad6d \uc815\ubd80\uac00 \ubbf8\uad6d \uae30\ubc18 \uc628\ub77c\uc778 \ud50c\ub7ab\ud3fc \uae30\uc5c5\uc758 \uc0ac\uc5c5\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \uc8fc\uace0, \ud45c\ud604\uc758 \uc790\uc720\ub97c \uc57d\ud654\ud558\ub294 ‘\ub124\ud2b8\uc6cc\ud06c\ubc95(Network Act)’ \uac1c\uc815\uc548\uc744 \uc2b9\uc778\ud55c \ub370 \uc911\ub300\ud55c \uc6b0\ub824\ub97c \uac16\uace0 \uc788\ub2e4”\uace0 \ubc1d\ud614\ub2e4.<\/p>\n

– \uad6d\ubb34\ubd80 \ub300\ubcc0\uc778\uc774 \uac70\ub860\ud55c \ub124\ud2b8\uc6cc\ud06c\ubc95\uc740 \uc9c0\ub09c 24\uc77c \uad6d\ud68c\ub97c \ud1b5\uacfc\ud55c \uc815\ubcf4\ud1b5\uc2e0\ub9dd\ubc95 \uac1c\uc815\uc548\uc774\ub2e4. \uc774 \ubc95\uc740 \ud3ed\ub825\uc774\ub098 \ucc28\ubcc4\uc744 \uc120\ub3d9\ud558\ub294 \uc815\ubcf4\ub97c \ubd88\ubc95\uc815\ubcf4\ub85c \uaddc\uc815\ud558\uace0 \ubd88\ubc95\uc815\ubcf4\uc640 \ud5c8\uc704\uc870\uc791\uc815\ubcf4\ub97c \uc815\ubcf4\ud1b5\uc2e0\ub9dd\uc5d0 \uc720\ud3ec\ud558\ub294 \ud589\uc704\ub97c \uae08\uc9c0, \ucc98\ubc8c\ud558\ub294 \ub0b4\uc6a9\uc744 \ub2f4\uc558\ub2e4.<\/p>\n

\u25c7\u7f8e, \uc0bc\uc131\u00b7SK \uc774\uc5b4 TSMC \u4e2d\uacf5\uc7a5\uc5d0\ub3c4 \ubc18\ub3c4\uccb4\uc7a5\ube44 \ubc18\uc785 \uc2b9\uc778<\/strong><\/p>\n

– \ubbf8\uad6d \uc815\ubd80\uac00 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc5d0 \ub4a4\uc774\uc5b4 \ub300\ub9cc TSMC\uc758 \uc911\uad6d \uacf5\uc7a5\uc5d0\ub3c4 1\ub144\uac04 \ubbf8\uad6d\uc0b0 \ubc18\ub3c4\uccb4 \uc7a5\ube44\ub97c \ubc18\uc785\ud560 \uc218 \uc788\ub3c4\ub85d \uc2b9\uc778\ud588\ub2e4.<\/p>\n

– TSMC\ub294 \uc131\uba85\uc5d0\uc11c “\uc774\ubc88 \uc2b9\uc778\uc740 \uc911\ub2e8 \uc5c6\ub294 \ud339 \uc6b4\uc601\uacfc \uc81c\ud488 \uc778\ub3c4\ub97c \ubcf4\uc7a5\ud55c\ub2e4”\uace0 \ubc1d\ud614\ub2e4.<\/p>\n

– \uc55e\uc11c 30\uc77c \ud55c\uad6d\uc758 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub3c4 TSMC\uc640 \uc720\uc0ac\ud558\uac8c ‘\uac80\uc99d\ub41c \ucd5c\uc885 \uc0ac\uc6a9\uc790'(VEU) \uc9c0\uc704\ub97c \ucde8\uc18c\ud558\ub294 \ub300\uc2e0 \ub9e4\ub144 \uc7a5\ube44 \uc218\ucd9c \ubb3c\ub7c9\uc744 \uc2b9\uc778\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c \ubbf8\uad6d \uc815\ubd80\ub85c\ubd80\ud130 1\ub144 \uac04 \ubc18\ub3c4\uccb4 \uc7a5\ube44\uc758 \uc911\uad6d \ub0b4 \ubc18\uc785\uc744 \ud5c8\uac00\ubc1b\uc558\ub2e4.<\/p>\n

\u25c7\ube44\ud2b8\ucf54\uc778, 3\ub144\ub9cc\uc5d0 \uc5f0\uac04 \ud558\ub77d\u202610\uc6d4\ucd08 \uc5ed\ub300\ucd5c\uace0\uac00 \ucc0d\uace0 \uae09\ub77d<\/strong><\/p>\n

– \ube44\ud2b8\ucf54\uc778 \uac00\uaca9\uc774 2025\ub144 \ud55c \ud574 \ub3d9\uc548 ‘\ub864\ub7ec\ucf54\uc2a4\ud130’ \uc7a5\uc138\ub97c \uc5f0\ucd9c\ud55c \ub05d\uc5d0 3\ub144 \ub9cc\uc5d0 \uc5f0\uac04 \ub9c8\uc774\ub108\uc2a4\ub97c \uae30\ub85d\ud588\ub2e4. \ubbf8\uad6d \uc554\ud638\ud654\ud3d0 \uac70\ub798\uc18c \ucf54\uc778\ubca0\uc774\uc2a4\uc5d0 \ub530\ub974\uba74, 2\uc77c \uc624\uc804 8\uc2dc \ube44\ud2b8\ucf54\uc778 1\uac1c \uac00\uaca9\uc740 8\ub9cc8523\ub2ec\ub7ec\ub85c \uc5f0\ucd08 \ub300\ube44 \uc57d 7% \ud558\ub77d\ud55c \uc0c1\ud0dc\ub2e4.<\/p>\n

– \ube44\ud2b8\ucf54\uc778\uc740 \uc62c\ud574 \ucd08 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc758 ‘\uce5c\uc554\ud638\ud654\ud3d0’ \uc815\ucc45\uc5d0 \ub300\ud55c \uae30\ub300\uac10\uc73c\ub85c \uc0c1\uc2b9\uc138\ub85c \ucd9c\ubc1c\ud588\ub2e4. \uadf8\ub7ec\ub098 4\uc6d4 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc758 ‘\uad00\uc138 \uc804\uc7c1’ \uc120\ud3ec\ub85c \uc8fc\uc2dd \uc2dc\uc7a5\uacfc \ud568\uaed8 \ub3d9\ubc18 \ud3ed\ub77d\ud588\ub2e4. \uc774\ud6c4 ‘\uc9c0\ub2c8\uc5b4\uc2a4\ubc95\uc548’ \ud1b5\uacfc\ub85c \ubc18\ub4f1\uc5d0 \uc131\uacf5\ud588\ub2e4\uac00, 10\uc6d4\ucd08 12\ub9cc6000\ub2ec\ub7ec\ub97c \ud130\uce58\ud558\uba70 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uac08\uc544\uce58\uc6e0\ub2e4.<\/p>\n

– \ucd5c\uace0\uac00 \uacbd\uc2e0 \uc774\ud6c4 \ubbf8\uad6d\uc758 \ub300\uc911 \uc218\ucd9c \ud1b5\uc81c \uc815\ucc45\uc73c\ub85c \uc554\ud638\ud654\ud3d0 \uc2dc\uc7a5\uc740 \ub2e4\uc2dc \uacf5\ud3ec\uc5d0 \ud729\uc2f8\uc600\ub2e4. \uc2dc\uc7a5 \uc5ed\uc0ac\uc0c1 \ucd5c\ub300 \uaddc\ubaa8\uc778 190\uc5b5\ub2ec\ub7ec(\uc57d 27\uc8704000\uc5b5\uc6d0)\uac00 \uccad\uc0b0\ub418\uba70 \uc774\ud6c4 \ud558\ub77d \ucd94\uc138\ub97c \uba74\uce58 \ubabb\ud558\uace0 \uc788\ub2e4.<\/p>\n

\u25c7\uc624\ub298\uc758 \ud2b9\uc9d5\uc8fc<\/strong><\/p>\n

– \ud14c\uc2ac\ub77c\ub294 \ud22c\uc790\uc790 \uae30\ub300\ubcf4\ub2e4 \ub0ae\uc740 \ucc28\ub7c9 \ud310\ub9e4 \uc804\ub9dd\uce58\ub97c \uc774\ub840\uc801\uc73c\ub85c \uc9c1\uc811 \uacf5\uac1c\ud588\ub2e4. \uc62c\ud574 4\ubd84\uae30 \ucc28\ub7c9 \uc778\ub3c4\ub7c9\uc740 \ud3c9\uade0 42\ub9cc2850\ub300\ub85c, \uc9c0\ub09c\ud574 \uac19\uc740 \uae30\uac04\ubcf4\ub2e4 \uc57d 15% \uc904\uc5b4\ub4e4 \uac83\uc73c\ub85c \uc608\uc0c1\ub410\ub2e4. \ud14c\uc2ac\ub77c\ub294 1.03% \ud558\ub77d\ud55c 449.72\ub2ec\ub7ec\uc5d0 \uc815\uaddc\uc7a5\uc744 \ub9c8\uac10\ud588\ub2e4.<\/p>\n

– \ubbf8\uad6d\uc774 \ub300\uc911\uad6d AI \ubc18\ub3c4\uccb4 \uc218\ucd9c \uaddc\uc81c\ub97c \uc644\ud654\ud558\uc790 \uc911\uad6d \uae30\uc220\uae30\uc5c5\ub4e4\uc774 \ub2e4\ub7c9\uc758 \uc5d4\ube44\ub514\uc544 \uce69\uc744 \uc8fc\ubb38\ud55c \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc5d4\ube44\ub514\uc544\ub294 0.55% \ud558\ub77d\ud55c 186.50\ub2ec\ub7ec\uc5d0 \uc7a5\uc744 \ub9c8\ucce4\ub2e4.<\/p>\n

– TSMC\ub294 \uc5d4\ube44\ub514\uc544\ubc1c(\u767c) \uc0dd\uc0b0 \uc99d\uc0b0 \uc694\uccad \uc18c\uc2dd\uc5d0 \uac15\uc138\ub97c \ub098\ud0c0\ub0c8\ub2e4. TSMC \uc8fc\uac00\ub294 1.43% \uc624\ub978 303.89\ub2ec\ub7ec\uc5d0 \uac70\ub798\ub97c \ub9c8\ucce4\ub2e4.<\/p>\n

\ucd9c\ucc98 : \ub51c\uc0ac\uc774\ud2b8\uacbd\uc81cTV \uc8fc\ud61c\uc9c0 \uae30\uc790<\/p>\n","protected":false},"excerpt":{"rendered":"

2025\ub144 \ub9c8\uc9c0\ub9c9 \ub0a0 31\uc77c(\ud604\uc9c0\uc2dc\uac04) \ub274\uc695\uc99d\uc2dc\ub294 \uc77c\uc81c\ud788 \ud558\ub77d \ub9c8\uac10\ud588\ub2e4. \uc8fc\uac00\ub294 4\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d\uc138\ub97c \uae30\ub85d\ud588\uc9c0\ub9cc, \uc5f0\uac04 \uae30\uc900\uc73c\ub85c\ub294 3\ub144 \uc5f0\uc18d \ub450 \uc790\ub9bf\uc218 \uc0c1\uc2b9\uc744 \ubcf4\uc600\ub2e4. S&P500\uc740 \uc62c\ud574 16.39% \uc0c1\uc2b9, \ub098\uc2a4\ub2e5\uc740 \uc778\uacf5\uc9c0\ub2a5(AI) \uc5f4\ud48d\uc5d0 \ud798\uc785\uc5b4 20.36% \uae09\ub4f1\uc744 \ubcf4\uc600\ub2e4. \ub2e4\uc6b0\uc9c0\uc218 \ub610\ud55c 12.97% \uc0c1\uc2b9\uc73c\ub85c \uc2dc\uc7a5 \uc804\uccb4\uac00 \uc0c1\uc2b9\ud588\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4. \u25c7\uc5f0\ub9d0 \ucc28\uc775\uc2e4\ud604\uc5d0 3\ub300\uc9c0\uc218 \ud558\ub77d – 31\uc77c(\ud604\uc9c0\uc2dc\uac04) \ub2e4\uc6b0\uc9c0\uc218\ub294 \uc804\uc7a5\ubcf4\ub2e4 0.63% \ube60\uc9c4 4\ub9cc8063.29\uc5d0 \uac70\ub798\ub97c \ub9c8\uac10\ud588\ub2e4. S&P500\uc9c0\uc218\ub294 \uc804\uc7a5\ubcf4\ub2e4 […]<\/p>\n","protected":false},"author":366,"featured_media":1808,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,42],"tags":[],"class_list":["post-1807","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-10","category-42"],"_links":{"self":[{"href":"https:\/\/clepaper.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/1807","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clepaper.co.kr\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clepaper.co.kr\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clepaper.co.kr\/index.php?rest_route=\/wp\/v2\/users\/366"}],"replies":[{"embeddable":true,"href":"https:\/\/clepaper.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1807"}],"version-history":[{"count":1,"href":"https:\/\/clepaper.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/1807\/revisions"}],"predecessor-version":[{"id":1809,"href":"https:\/\/clepaper.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/1807\/revisions\/1809"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/clepaper.co.kr\/index.php?rest_route=\/wp\/v2\/media\/1808"}],"wp:attachment":[{"href":"https:\/\/clepaper.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1807"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clepaper.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1807"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clepaper.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1807"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}