{"id":32281,"date":"2025-11-04T18:09:39","date_gmt":"2025-11-04T23:09:39","guid":{"rendered":"https:\/\/koreatimesphila.com\/?p=32281"},"modified":"2025-11-04T18:09:41","modified_gmt":"2025-11-04T23:09:41","slug":"%eb%89%b4%ec%9a%95%ec%a6%9d%ec%8b%9c-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84%c2%b7%ec%95%84%eb%a7%88%ec%a1%b4%ec%9d%b4-%eb%96%a0%eb%b0%9b%ec%b9%9c-%ea%b8%b0%ec%88%a0%ec%a3%bc%ed%98%bc%ec%a1%b0","status":"publish","type":"post","link":"https:\/\/koreatimesphila.com\/en\/%eb%89%b4%ec%9a%95%ec%a6%9d%ec%8b%9c-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84%c2%b7%ec%95%84%eb%a7%88%ec%a1%b4%ec%9d%b4-%eb%96%a0%eb%b0%9b%ec%b9%9c-%ea%b8%b0%ec%88%a0%ec%a3%bc%ed%98%bc%ec%a1%b0\/","title":{"rendered":"\ub274\uc695\uc99d\uc2dc, \uc5d4\ube44\ub514\uc544\u00b7\uc544\ub9c8\uc874\uc774 \ub5a0\ubc1b\uce5c \uae30\uc220\uc8fc\u2026\ud63c\uc870 \ub9c8\uac10"},"content":{"rendered":"

\ub274\uc695\uc99d\uc2dc\uc758 3\ub300 \uc8fc\uac00\uc9c0\uc218\uac00 \ud63c\uc870\ub85c \ub9c8\uac10\ud588\ub2e4.<\/p>\n\n\n\n

\uc5d4\ube44\ub514\uc544\uac00 \uc911\ub3d9\uc73c\ub85c \uc218\ucd9c\ud560 \uc218 \uc788\ub294 \uae38\uc774 \uc5f4\ub9ac\uace0 \uc544\ub9c8\uc874\ub3c4 \uc624\ud508AI \ub300\uaddc\ubaa8 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uacc4\uc57d\uc744 \ub9fa\uc5c8\ub2e4\ub294 \uc18c\uc2dd\uc774 \uae30\uc220\uc8fc\ub97c \ub04c\uc5b4\uc62c\ub838\ub2e4. \uc5d4\ube44\ub514\uc544\ub294 \ub2e4\uc2dc \uc2dc\uac00\ucd1d\uc561 5\uc870\ub2ec\ub7ec \uc120\uc744 \ub418\ucc3e\uc558\ub2e4.<\/p>\n\n\n\n

\ub2e4\ub9cc \uae30\uc220 \uc5c5\uc885\uc744 \uc81c\uc678\ud55c \ub300\ubd80\ubd84\uc758 \uc0b0\uc5c5 \uc885\ubaa9\uc740 \ud558\ub77d\ud558\uba74\uc11c \uc8fc\uac00\uc9c0\uc218 \ubcc4\ub85c \ubc29\ud5a5\uc774 \uc5c7\uac08\ub838\ub2e4.<\/p>\n\n\n\n

<\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/p>\n\n\n\n

3\uc77c(\ubbf8\uad6d \ub3d9\ubd80\uc2dc\uac04) \ub274\uc695\uc99d\uad8c\uac70\ub798\uc18c(NYSE)\uc5d0\uc11c \ub2e4\uc6b0\uc874\uc2a430\uc0b0\uc5c5\ud3c9\uade0\uc9c0\uc218\ub294 \uc804\uc7a5\ubcf4\ub2e4 226.19\ud3ec\uc778\ud2b8(0.48%) \ub0b4\ub9b0 47,336.68\uc5d0 \uac70\ub798\ub97c \ub9c8\uac10\ud588\ub2e4.<\/p>\n\n\n\n

\uc2a4\ud0e0\ub354\ub4dc\uc564\ub4dc\ud478\uc5b4\uc2a4(S&P)500\uc9c0\uc218\ub294 \uc804\uc7a5\ubcf4\ub2e4 11.77\ud3ec\uc778\ud2b8(0.17%) \uc624\ub978 6,851.97, \ub098\uc2a4\ub2e5\uc885\ud569\uc9c0\uc218\ub294 109.77\ud3ec\uc778\ud2b8(0.46%) \uc0c1\uc2b9\ud55c 23,834.72\uc5d0 \uc7a5\uc744 \ub9c8\ucce4\ub2e4.<\/p>\n\n\n\n

\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8(MS)\ub294 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8(UAE)\uc5d0 2029\ub144\uae4c\uc9c0 79\uc5b5\ub2ec\ub7ec \uc774\uc0c1\uc744 \uc778\uacf5\uc9c0\ub2a5(AI) \uad00\ub828 \ubd84\uc57c\uc5d0 \ud22c\uc790\ud558\uaca0\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/p>\n\n\n\n

MS\ub294 \uc9c0\ub09c 9\uc6d4 AI \uc5f0\uc0b0\uc5d0 \ud544\uc694\ud55c \uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58(GPU)\ub97c UAE\uc5d0 \uc218\ucd9c\ud560 \uc218 \uc788\ub294 \ud5c8\uac00\ub97c \uc9c0\ub09c 9\uc6d4 \ubbf8\uad6d \uc815\ubd80\ub85c\ubd80\ud130 \ud68d\ub4dd\ud588\ub2e4. \uc774 \ud5c8\uac00\uc5d0 \ub530\ub77c MS\ub294 UAE\uc5d0 \uc5d4\ube44\ub514\uc544\uc758 \uce69 ‘A100’ 6\ub9cc400\uac1c \uc6a9\ub7c9\uc5d0 \ud574\ub2f9\ud558\ub294 GPU\ub97c \uc218\ucd9c\ud560 \uc218 \uc788\uac8c \ub410\ub2e4.<\/p>\n\n\n\n

\uc774 \uac19\uc740 \uc18c\uc2dd\uc5d0 \uc5d4\ube44\ub514\uc544\ub294 \uc774\ub0a0 2.17% \uc0c1\uc2b9\ud588\ub2e4. \uc911\uad6d\uc73c\ub85c GPU \uc218\ucd9c\uc774 \ud1b5\uc81c\ub418\uace0 \uc788\ub294 \uc0c1\ud669\uc5d0\uc11c \uc911\ub3d9 \uc218\ucd9c\uae38\uc740 \ud655\ub300\ub410\uae30 \ub54c\ubb38\uc774\ub2e4.<\/p>\n\n\n\n

\uc544\ub9c8\uc874\uc740 \uc624\ud508AI\uc640\uc758 \ub300\uaddc\ubaa8 \uacc4\uc57d\uc774 \uc8fc\uac00\ub97c \ubd80\uc591\ud588\ub2e4. MS \uc81c\ud488 \uc758\ubb34 \uc0ac\uc6a9 \uacc4\uc57d\uc774 \ub05d\ub09c \uc624\ud508AI\ub294 \uc544\ub9c8\uc874\uc6f9\uc11c\ube44\uc2a4(AWS)\uc640 7\ub144\uac04 380\uc5b5\ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc2e0\uaddc \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc6a9 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\ub2e4.<\/p>\n\n\n\n

\uc6d4\uac00\uc5d0\uc120 \ub69c\ub837\ud55c \uc218\uc775\ubaa8\ub378\uc774 \uc5c6\ub294 \uc624\ud508AI\uac00 \uacc4\uc57d\uc5d0 \ub530\ub978 \uc790\uae08\uc744 \uc5b4\ub5bb\uac8c \uc870\ub2ec\ud560\uc9c0 \uc758\ubb38\uc744 \uc81c\uae30\ud558\uace0 \uc788\uc73c\ub098 \ud22c\uc790\uc790\ub4e4\uc740 \uc77c\ub2e8 \ub300\uaddc\ubaa8 \uacc4\uc57d \uc18c\uc2dd\uc744 \ub871 \uc7ac\ub8cc\ub85c \ubc1b\uc544\ub4e4\uc600\ub2e4.<\/p>\n\n\n\n

\uc544\ub9c8\uc874 \ub610\ud55c \uc624\ud508AI\uc640\uc758 \ub300\uaddc\ubaa8 \uacc4\uc57d\uc73c\ub85c \uc8fc\uac00\uac00 4.02% \uc0c1\uc2b9\ud588\ub2e4. \uc6b0\ub7c9\uc8fc\uac00 \uc804\ubc18\uc801\uc73c\ub85c \uc870\uc815\uc744 \ubc1b\ub294 \uac00\uc6b4\ub370 \uae30\uc220\uc8fc \uc911\uc5d0\uc11c\ub3c4 \uc5d4\ube44\ub514\uc544\uc640 \uc544\ub9c8\uc874\uc774 S&P500 \uc9c0\uc218\uc640 \ub098\uc2a4\ub2e5 \uc9c0\uc218\ub294 \uc9c0\ud0f1\ud588\ub2e4.<\/p>\n\n\n\n

DA\ub370\uc774\ube44\uc2a8\uc758 \uae38 \ub8e8\ub9ac\uc544 \uae30\uc220 \uc5f0\uad6c \ucd1d\uad04\uc740 “\uc2dc\uc7a5\uc740 \uc624\ub298 \uc8fc\uc694 \uc778\uacf5\uc9c0\ub2a5(AI) \ud50c\ub808\uc774\uc5b4\ub4e4\uc5d0 \ubcf4\uc0c1\uc744 \uc81c\uacf5\ud558\uace0 \uc788\ub2e4”\uba70 \uc5d4\ube44\ub514\uc544\uc640 \uc544\ub9c8\uc874 \ub4f1\uc740 “\uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ub370 \ud544\uc694\ud55c \uc778\ud504\ub77c\ub97c \ud655\ubcf4\ud560 \uc218 \uc788\uace0 \ubaa8\ub450 \uc218\uc694 \uce21\uba74\uc5d0\uc11c \uae0d\uc815\uc801\uc778 \ubcc0\uace1\uc810\uc744 \ub9de\uc774\ud588\ub2e4”\uace0 \ub9d0\ud588\ub2e4.<\/p>\n\n\n\n

AI \ud14c\ub9c8 \uad00\ub828\uc8fc\ub97c \uc81c\uc678\ud55c \uc8fc\uc2dd\uc740 \ub300\uccb4\ub85c \uc774\ub0a0 \uce68\uccb4\ub410\ub2e4. S&P500 \uc9c0\uc218\uc5d0 \uc18d\ud55c \uae30\uc5c5 \uc911 400\uac1c \uc774\uc0c1\uc758 \uc885\ubaa9\uc774 \ud558\ub77d\ud588\ub2e4. AI \uc704\uc8fc\uc758 \uc77c\ubd80 \uae30\uc220\uc8fc\ub9cc \ub9e4\uc218\uc138\uac00 \uc720\uc9c0\ub418\ub294 \uc0c1\ud669\uc774\ub2e4.<\/p>\n\n\n\n

\ubbf8\uad6d\uc758 \uc81c\uc870\uc5c5 \uc5c5\ud669 \uc9c0\uc218\ub294 10\uc6d4\uc5d0\ub3c4 \uc704\ucd95 \uad6d\uba74\uc744 \uc774\uc5b4\uac04 \uac00\uc6b4\ub370 \uc804\uc6d4\uacfc \ube44\uad50\ud574\ub3c4 \ub354 \uc57d\ud574\uc84c\ub2e4.<\/p>\n\n\n\n

\ubbf8\uad6d \uacf5\uae09\uad00\ub9ac\ud611\ud68c(ISM)\ub294 10\uc6d4 \uc81c\uc870\uc5c5 \uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218(PMI)\uac00 48.7\uc744 \uae30\ub85d\ud588\ub2e4\uace0 \ubc1c\ud45c\ud588\ub2e4. \uc774\ub294 9\uc6d4\uc758 49.1\ubcf4\ub2e4 0.4\ud3ec\uc778\ud2b8 \ud558\ub77d\ud55c \uc218\uc900\uc774\ub2e4. \uc2dc\uc7a5 \uc608\uc0c1\uce58 49.5\ub3c4 \ubc11\ub3cc\uc558\ub2e4.<\/p>\n\n\n\n

\uc5c5\uc885\ubcc4\ub85c\ub294 \uc784\uc758\uc18c\ube44\uc7ac\ub9cc 1.7% \uc62c\ub790\ub2e4. \uae30\uc220\uacfc \uc720\ud2f8\ub9ac\ud2f0, \uc758\ub8cc\uac74\uac15\ub3c4 \uc0c1\uc2b9\ud588\ub2e4.<\/p>\n\n\n\n

\uc2dc\uac00\ucd1d\uc561 1\uc870\ub2ec\ub7ec \uc774\uc0c1\uc758 \uac70\ub300 \uae30\uc220\uae30\uc5c5 \uc911\uc5d0\uc120 \uc560\ud50c\uacfc \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \ube0c\ub85c\ub4dc\ucef4, \uba54\ud0c0\uac00 \uc57d\uc138\uc600\ub2e4.<\/p>\n\n\n\n

\ud0b4\ubc8c\ub9ac-\ud074\ub77c\ud06c\uac00 \ud0c0\uc774\ub808\ub180\ub85c \uc720\uba85\ud55c \ucf04\ubdf0\ub97c 400\uc5b5 \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uae30\ub85c \ud558\uba74\uc11c \ud0b4\ubc8c\ub9ac-\ud074\ub77c\ud06c \uc8fc\uac00\ub294 14% \ub118\uac8c \uae09\ub77d\ud588\uace0 \ucf04\ubdf0 \uc8fc\uac00\ub294 \uc57d 12% \ub6f0\uc5c8\ub2e4.<\/p>\n\n\n\n

\ub370\uc774\ud130\uc13c\ud130 \uae30\uc5c5 \uc544\uc774\ub80c\uc740 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc640 97\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud074\ub77c\uc6b0\ub4dc \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\ub2e4\ub294 \uc18c\uc2dd\uc5d0 \uc8fc\uac00\uac00 11% \uc774\uc0c1 \uae09\ub4f1\ud588\ub2e4.<\/p>\n\n\n\n

\uc2dc\uce74\uace0\uc0c1\ud488\uac70\ub798\uc18c(CME) \ud398\ub4dc\uc6cc\uce58\ud234\uc5d0 \ub530\ub974\uba74 \uc5f0\ubc29\uae30\uae08\uae08\ub9ac \uc120\ubb3c\uc2dc\uc7a5\uc5d0\uc11c 12\uc6d4\uae4c\uc9c0 \uae30\uc900\uae08\ub9ac\uac00 \ub3d9\uacb0\ub420 \ud655\ub960\uc740 32.7%\ub85c \ubc18\uc601\ub410\ub2e4. 25bp \uc778\ud558 \ud655\ub960\uc740 67.3%\ub85c \ubc18\uc601\ub410\ub2e4.<\/p>\n\n\n\n

\uc2dc\uce74\uace0\uc635\uc158\uac70\ub798\uc18c(CBOE) \ubcc0\ub3d9\uc131 \uc9c0\uc218(VIX)\ub294 \uc804\uc7a5 \ub300\ube44 0.27\ud3ec\uc778\ud2b8(1.55%) \ub0b4\ub9b0 17.17\uc744 \uac00\ub9ac\ucf30\ub2e4.<\/p>\n\n\n\n

<\uc5f0\ud569\ub274\uc2a4><\/p>","protected":false},"excerpt":{"rendered":"

\ub274\uc695\uc99d\uc2dc\uc758 3\ub300 \uc8fc\uac00\uc9c0\uc218\uac00 \ud63c\uc870\ub85c \ub9c8\uac10\ud588\ub2e4. \uc5d4\ube44\ub514\uc544\uac00 \uc911\ub3d9\uc73c\ub85c \uc218\ucd9c\ud560 \uc218 \uc788\ub294 \uae38\uc774 \uc5f4\ub9ac\uace0 \uc544\ub9c8\uc874\ub3c4 \uc624\ud508AI \ub300\uaddc\ubaa8…<\/p>","protected":false},"author":1,"featured_media":32282,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"WB4WB4WP_MODE":"","WB4WP_PAGE_SCRIPTS":"","WB4WP_PAGE_STYLES":"","WB4WP_PAGE_FONTS":"","WB4WP_PAGE_HEADER":"","WB4WP_PAGE_FOOTER":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[37],"tags":[2282],"class_list":["post-32281","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-politics","tag-2282"],"yoast_head":"\n\ub274\uc695\uc99d\uc2dc, \uc5d4\ube44\ub514\uc544\u00b7\uc544\ub9c8\uc874\uc774 \ub5a0\ubc1b\uce5c \uae30\uc220\uc8fc\u2026\ud63c\uc870 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