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작성자 HELLO
댓글 0건 조회 13회 작성일 25-06-26 19:01

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<p><br><br><br><br>  <a href="https://www.hanago22.com">???? ?巹??</a> (adsbygoogle = window.adsbygoogle || []).push({});<br><br><br><br><br><br><br>2025?? 5?? ?ݸ??????? ?ָ??ؾ? ?? 3?? ???? ?׸?: ??Ȯ?Ǽ? ?ӿ??? ã?? ???? ??ȸ<br><br>2025?? 5??, ?̱? ?????غ?????(Fed)?? ???رݸ??? 4.25~4.50%?? ?? ?? ?? ?????߽??ϴ?. ?????? ?̹? ?ݸ? ?λ? ????Ŭ?? ?????ƴٴ? ??ȣ?? ?޾Ƶ??̸?, ?ֿ? ?????? ???¼??? ??ȯ?߽??ϴ?. ?׷??? ?????? ???÷??̼ǰ? ???? ??ȭ, ??????å ?? ???????? ??Ȯ?Ǽ??? ?????? ?????? ?????ϰ? ?ֽ??ϴ?. ?̷? ȯ?濡?? ?????ڵ??? ?ָ??ؾ? ?? ?ٽ? ?׸? ?? ?????? ?Ұ??մϴ?.<br><br>?????: 2025?? 5?? ?ݸ??????? ?ǹ̿? ???? ????<br>2025?? 5??, ?̱? ?????غ?????(Fed)?? ???رݸ??? 4.25~4.50%?? ?? ?? ?? ?????߽??ϴ?. ?̴? ?۳? 11?? ???? ?? ??° ??????, ?????? ?̸? ?ݸ? ?λ? ????Ŭ?? ???? ??ȣ?? ?޾Ƶ??̸? ?ֿ? ?????? ???¼??? ??ȯ?Ǿ????ϴ?.<br>?Ŀ? ?????? ????ȸ?߿??? "???÷??̼??? 2% ??ǥġ?? ???? ?????? ?????? ???̰? ??????, ?????? ??ǥġ ???? ?ӹ??? ?ִ?"???? ?????ϸ? ?????? ?????? ?????߽??ϴ?. Ư?? ?뵿???? ??ǥ?? ?Һ??ڹ???????(CPI)?? ???????? ?ֽ??ϰ? ?ִٰ? ?????߽??ϴ?.<br>FOMC ??????? "?????????? ???????? ?????? ?????? ???߱? ???? ?ʿ??? ??å ?????? ?????ϰ? Ȱ???? ??"?̶??? ?????? ???Ӱ? ?߰??Ǿ????ϴ?. ?̴? ?ʿ信 ???? ?ݸ? ???? ???ɼ??? ?????ξ??ٴ? ?ؼ??? ?????ϸ?, ?̿? ä?ǽ??忡???? ???????? 0.25% p ???? ???ɼ??? ?? 65% Ȯ???? ?ݿ??ϰ? ?ֽ??ϴ?.<br>?????????? ?ݸ????? ???? ???? ȥ?????? ????????, ?Ŀ? ?????? ????ȸ???? ?????Ǹ鼭 ???¼??? ??ȯ?߽??ϴ?. S&amp;P500?? 0.8%, ???????? 1.2% ??????????, ???? ???õ? ?̿? ?????? ?޾? ?ڽ??Ǵ? 0.7%, ?ڽ????? 1.1% ?????ϴ? ?????? ???????ϴ?.<br><br> <br><br> (adsbygoogle = window.adsbygoogle || []).push({});<br><br><br>1. AI&middot;??ũ ????: ???? ???????? ?ô밡 ???ӵȴ?<br><br><br>1.1 AI ?????? Ȯ??: ?????? AI???? ???? AI??<br>2025?? AI ?????? ?????? AI ?????? ?پ??? ???? ?о߷? Ȯ???Ǹ鼭 ???ο? ?????? ?????ϰ? ?ֽ??ϴ?. ?ֱ? ??????  <a href="https://www.hanago22.com">???? ?巹??</a> ??ǥ?? "???? ???ڸ?????"?? ?˻??????? ?????? ??ü?? ?? ?ִٴ? ???ɼ??? ?????ϸ? ???? ?????? ???ĺ? ?ְ??? ?Ϸ縸?? 7.5% ?޶??ϴ? ?????? ?߻??߽??ϴ?.<br>?̴? ???? ?????Ͻ? ?????? AI?? ???? ?????? ?????? ?? ?ִٴ? ??ȣ??, ?????ڵ??? AI ???? ???뿡 ??ó???? ???????ٴ? ?̸? ?????????? ?????ϴ? ?????? ?ָ??ؾ? ?մϴ?. Ư?? OpenAI?? ?ֽ? ?????? GPT-5?? ???õǸ鼭 AI ???? ?????? ???? ????ȭ?ǰ? ?ֽ??ϴ?.<br>AI ???? ?Ը??? 2025?? ?? 1,500?? ?޷????? 2030?????? ?? 5,000?? ?޷? ?Ը??? ?????? ?????? ?????Ǹ?, ?????? ??????(CAGR)?? 35%?? ???? ?????? ?????˴ϴ?. ?̷??? ??忡 ?????Ϸ??? ???? ?????鿡 ?ָ??ؾ? ?մϴ?:<br><br>????????(NVIDIA): AI Ĩ ?????? ?????ϴ? ????????, ?ֱ? ??ǥ?? ???(Blackwell) ??Ű??ó?? ???? ȣ??(Hopper) ???? ???? ?????? 4?? ?????Ǿ????ϴ?. ???? ?ְ??? ?????? ???????? ?ұ??ϰ? Ŭ?????? ?????? ??????ü???? ?????? ???ڷ? ???弼?? ?̾ ?????Դϴ?.<br>????ũ?μ???Ʈ(Microsoft): OpenAI?? ???? ???ڸ? ???????? ?? ??ǰ???? AI ?????? ?????ϰ? ??????, Ư?? Ŭ?????? ???????? Azure?? AI ?????? Ȯ?????? ???? ? Ȯ???? ?????ϰ? ?ֽ??ϴ?. ???÷???(Copilot)?? ?????? ???? ?????? Ȯ???? ???ο? ???Ϳ??? ?? ?????? ?????˴ϴ?.<br>AMD: ???ڰ??? ???￡?? ?????? ???ϸ? ?????ͼ??? AI Ĩ ???忡???? ???????? Ȯ???ϰ? ?ֽ??ϴ?. MI300 ?ø????? ???????? ??ǰ ???? ???ݰ??????? ???߸? ???? ???????? ???̰? ?ֽ??ϴ?.<br><br><br><br>1.2 ?ݵ?ü: AI ?ô??? ?ʼ? ??????<br>AI ???? ?????? ???? ??ǻ?? ?Ŀ? ???? ?????? ?ݵ?ü ?????? ???????? ?????? ?????? ?ݴϴ?. Ư?? HBM(High Bandwidth Memory)?? ???? ??? ?޸????? AI Ưȭ ?ݵ?ü ???䰡 ?????ϰ? ?ֽ??ϴ?.<br>?ѱ? ???? ?߿????? ?Ｚ???ڿ? SK???̴н??? ?޸??? ?ݵ?ü ???忡?? ???????? ?????ϰ? ??????, HBM ???忡?? SK???̴н??? ?? 50%?? ???????? Ȯ???ϸ? ?????ϰ? ?ֽ??ϴ?. ?ֱ? ??ǥ?? HBM3E?? ???? ??ǰ ???? ?뿪???? 25%  <a href="https://www.hanago22.com">???? ?巹??</a> ?????Ǿ?????, AI ?????? ?ʼ????? ??ǰ???? ?ڸ? ???? ?ֽ??ϴ?.<br>?Ŀ??帮 ???忡???? TSMC?? ???θ? ?????ϰ? ??????, ?Ｚ?????? 3???? ???? ?????? ????ȭ ?ܰ迡 ???????鼭 ???? ?????? Ȯ?밡 ?????˴ϴ?. Ư?? AI Ĩ ?????? ???? ÷?? ???? ???䰡 ?????ϸ鼭 ???????ڸ? Ȯ???ϰ? ?ִ? ???????? ?ָ??ް? ?ֽ??ϴ?.<br>?? ???? ????Ʈ: AI ?ݵ?ü ?????? 2025?⿡?? ???? ???? ?????? ???ӵ? ????????, ?ֿ? Ĩ ?????????? ???????? Ȯ???? ??????ü?鿡?Ե? ?????? ?????? ??ĥ ???Դϴ?. Ư?? ?ٽ? ???? ????????(ASML, ??????ġ, ?????Ϸ?Ʈ?? ??)?? ?ָ??? ?ʿ䰡 ?ֽ??ϴ?.<br><br><br>1.3 Ŭ?????? ?? ?????ͼ???: AI?? ???? ?ü?<br>AI ???? ?н??? ?߷п? ?ʿ??? ??ǻ?? ?ڿ? ???䰡 ?????ϸ鼭 Ŭ?????? ?? ?????ͼ??? ?????ڵ??? ?????? ?????ǰ? ?ֽ??ϴ?. Ư?? Amazon Web Services(AWS), Microsoft Azure, Google Cloud ?? ?ֿ? Ŭ?????? ?????ڵ??? ?????? ???? ???? 25~30% ?????߽??ϴ?.<br>?????ͼ??? REIT(?ε??????ڽ?Ź)?? ?????? ???? ???? ????ó?Դϴ?. Digital Realty Trust?? Equinix ???? ???????? ???????? ?Ӵ????Ͱ? ?Բ? ?????ͼ??? ???? ?????? ???? ???? ???????? ???ÿ? ?????մϴ?. ?̵? ?????? ?ֱ? ?б? ???????? ?????? ??ȸ?ϴ? ?????? ???̸?, ???? ???⵵ ???? ?????? ????ó?ε? ?ŷ????Դϴ?.<br>?????????? ???̹?Ŭ???????? KT?? AI Ŭ?????? ???????? Ȯ???ϰ? ??????, Ư?? ???? ???????? ?????? ?ֱ? ?̽??? ???? Ŭ?????? ???䰡 ?????ϰ? ?־? ???? ???ɼ??? ?????ϴ?.<br>1.4 ???? ????: ?????ֿ? ???? ???Ҹż? ???ٹ?<br>AI?? ??ũ ???ʹ? ?????? ???? ???????̼??? ?????ϰ? ?־?, ?ܱ????? ???? ???ɼ??? ?????մϴ?. ?????? ?Ͻÿ? ???? ?????ϱ⺸?ٴ? ???Ҹż? ?????? ȿ?????Դϴ?. Ư??:<br><br>?ٽ? ?????? ???? ?⺻ ?????? ????: ????????, ????ũ?μ???Ʈ, TSMC ???? ???? ???? ?????鿡 ??Ʈ???????? 40~50%?? ?????մϴ?.<br>???????̼? ???? ?? ?߰? ?ż?: ???? ??ǥ?? ???? ?????????? ???? ?Ͻ??? ?϶? ?? ?߰? ?ż? ??ȸ??  <a href="https://www.hanago22.com">???? ?巹??</a> Ȱ???մϴ?.<br>?׸? ETF?? ???? ?л? ????: ???? ???? ????ũ?? ???̱? ???? AI, ?ݵ?ü, Ŭ?????? ???? ETF(??: BOTZ, ROBO, SMH, WCLD ??)?? ?Ϻ? ?ڱ??? ?????մϴ?.<br><br>?ݸ? ???? ȯ?濡???? ?????ֵ??? ?ڱ????? ?δ??? ??ȭ?Ǿ? R&amp;D ???ڿ? ???? Ȯ???? ?????????ϴ?. ?????? ???强?? ?????? ?????鿡 ???? ???? ???? ?????? ?????ϴ? ???? ?߿??մϴ?.<br><br><br>2. ?۷ι? ????&middot;?߱? ??????: ??å ??ȭ?? ?????ڵ?<br><br><br>2.1 ???? ?????? ???ο? ?????? ???? ??ȸ<br>?ֱ? ???? ????ȸ?? ???? ?籹 ???谡 ???ο? ???鿡 ???????? ?ֽ??ϴ?. Ʈ???? ?????δ? "??ȣ ?????? ?Ǵ? ???? ???? ??????"?? ??ǥ?? ?Ѵٰ? ????????, ?̴? ?????? ???? ?ΰ??? ?Բ? ?Ϻ? ?о߿????? ???? ???ɼ??? ?û??մϴ?.<br>Ư?? ?ָ??? ???? ?ݵ?ü ?????? ÷?? ???? ?о߿????? ???? ?????? ?????ϵ?, ?Һ????? ???깰 ?? ?Ϲ? ???? ǰ???? ???ؼ??? ???? ??ȭ ???ɼ??? ???޵Ǿ??ٴ? ???Դϴ?. ?̴? ?????? ???? ???Ϳ? ???? ??ȸ?? ?????մϴ?:<br><br>?Һ??? ?? ???Ÿ? ?귣??: ?߱? ?Һ??ڸ? ???????? ?ϴ? ?۷ι? ???Ÿ? ?귣??(LVMH, ?????޽? ??)?? ?̱? ?Һ??? ????(????Ű, ???? ??)?? ???? ??ȭ?? ???????? ?????? ?????˴ϴ?.<br>?װ? ?? ???? ????: ?籹 ?? ???? ???? Ȯ?? ??å?? ??ǥ?Ǹ鼭 ?װ???(??Ÿ?װ?, ?????װ?, ?߱??????װ?), ȣ?? ü??(?޸???Ʈ, ?Ͼ?Ʈ) ???? ?????? ???? ?????? ?????˴ϴ?.<br>???? ?? ??ǰ ????: ?̱??? ???깰 ??????ü(ADM, Bunge)?? ??ǰ ??????ü???? ?߱????? ???깰 ???? ?簳?? ?????? ???ɼ??? ?ֽ??ϴ?.<br><br>?? ??????: ???? ?????? ??ġ?? ?????? ũ?? ?ۿ??ϴ? ??ŭ, ?ܱ??? ?????Һ??ٴ? ?????? ??ȭ?? ?????? ???? ?????? ?????? ???ڰ? ?ٶ????մϴ?. ??å ?????? ???? ?ް??? ?ְ? ?????? ?????? ?л? ???ڿ? ????ũ ?????? ?????ؾ? ?մϴ?.<br><br><br>2.2 K-???????? ???????θ?Ʈ: ?߱? ???? ?簳???? ??????<br>???? 7?Ⱓ ???ѷ?(????ֵ)???? ?߱? ???? ???⿡ ?????? ?޾Ҵ? K-?????? ??????  <a href="https://www.hanago22.com">???? ?巹??</a> ???? ???? ?????? ???? ??ȭ ???? Ȯ???? ???ο? ???⸦ ?????? ???ɼ??? ?ֽ??ϴ?.<br>Ư?? ???̺?, SM???????θ?Ʈ, JYP???????θ?Ʈ ?? K-?? ??ȹ?????? ?߱? ???? ?Ҵ??? ???????? ?ܼ?Ʈ, MD ?Ǹ?, ???? ??Ʈ???? ?? ?پ??? ???Ϳ??? Ȯ???? ?? ?ֽ??ϴ?. ?ֱ? ???̺??? ?߱? ???? ???? ?????? SM?? ?߱? ???̵? ?׷? ?????? ?̷??? ???? ??ȭ?? ?????????? ?????ϴ? ?????????? ?ؼ??˴ϴ?.<br>???? ???ø???, ??????+ ?? ?۷ι? OTT ?÷??????? ?ѱ? ???????? ?αⰡ ???ӵǸ鼭 ??Ʃ?????巡??, Ű?̽?Ʈ ???? ?????? ???ۻ????? ???? ?ٺ?ȭ ?????? ?ָ??? ?ʿ䰡 ?ֽ??ϴ?.<br><br><br>2.3 ?۷ι? ???޸? ?????? ???? ??????<br>???? ???? ?????? ?ڷγ?19 ?ҵ??? ???? ?۷ι? ???????? 'China+1' ?Ǵ? '?ٿ?ȭ?? ???޸?' ?????? ä???ϰ? ?ֽ??ϴ?. ?? ???????? ??Ʈ??, ?ε?, ?߽??? ?? ???ﱹ?????? ???????? ?????? ????ȭ?ǰ? ??????, ???? ?????鿡 ???? ??ȸ?? ?????? ?ֽ??ϴ?:<br><br>??Ʈ?? ??????: ??Ʈ?? ???? ???ڸ? Ȯ???ϴ? ?Ｚ????, LG???ڿ? ???? ?????? ?Բ?, ??Ʈ?? ???? ?????????? ??ϴ? BW?δ???Ʈ?????? ???? ???????? ?????? ???? ?????? ?????˴ϴ?.<br>???? ?? ????: ???޸? ?ٺ?ȭ?? ???? ???? ???? ?????? FedEx, ?ӽ?ũ, ?????۷κ??? ?? ?۷ι? ???? ???????? ???? ?????? ?????˴ϴ?.<br>?ڵ?ȭ ????: ?ΰǺ? ???°? ???????? ?????? ???? ???? ?ڵ?ȭ ???? ?????? ???üַ???, ?κ???Ÿ, ABB, Ű???? ???? ?????ڵ?ȭ ???????? ?ָ??ް? ?ֽ??ϴ?.<br><br>2.4 ???? ????: ??å ???????? Ȱ???? ?ܱ? Ʈ???̵??? ???? ???? ????<br>???? ??å?? ?۷ι? ?????? ??ġ?? ???ο? ???? ?޺??? ?? ?־?, ?????? ???? ???? ?????? ??ȿ?մϴ?:<br><br>???? ???????? Ȱ???? ?ܱ? Ʈ???̵?: ????ȸ??, ????????, ???? ??ǥ ?? ?ֿ? ?̺?Ʈ ???ķ? ???? ?????? ?ܱ? Ʈ???̵? ??ȸ?? ?????մϴ?.<br>?????? ???? ??ȭ?? ????: ?۷ι? ???޸? ?????? ?ܱ? ?????? ?????ϰ? ?????Ǵ? ?????? Ʈ?????̹Ƿ?, ????  <a href="https://www.hanago22.com">???? ?巹??</a> ???????? ?ڵ?ȭ ???? ?????? ???? ???? ???ڸ? ?????մϴ?.<br>ETF?? ???? ???? ?л? ????: ???? ???? ????ũ?? ???̱? ???? ???ﱹ ETF(VWO, IEMG)?? ?????? ETF(FLCH, VNM ??)?? Ȱ???? ?л? ???ڰ? ȿ?????Դϴ?.<br><br>???? ???? ?????? ???õ? ???ڴ? ??ġ?? ??Ȯ?Ǽ??? ???? ????ũ ?????? Ư?? ?߿??մϴ?. ??Ʈ???????? 15~20% ?????? ?? ?׸??? ?????ϰ?, ???????? ?ٸ? ???? ?׸??? ?л??ϴ? ???? ?????մϴ?.<br><br><br>3. ?????? ?Һ?&middot;?????ڻ?: ???? ??Ȯ?Ǽ? ???? ????<br><br><br>3.1 ?ʼ??Һ???: ???? ??ȭ???? ???????? ???? â??<br>?ֱ? ?Һ??? ?ŷ??????? ?϶??ϰ? ???? ??ǥ?? ??ȭ?Ǵ? ??ȣ???? ??Ÿ???鼭, ???? ??ȭ ???ɼ??? ?????? ?????? ??Ʈ?????? ?????? ?߿伺?? Ŀ???? ?ֽ??ϴ?.<br>?ʼ??Һ??? ???ʹ? ???? ?????? ?????????? ?? ?ΰ??? Ư???? ???? ?־?, ??Ȯ?Ǽ??? ???? ȯ?濡?? ???????? ?????? ?????? ?? ?ֽ??ϴ?:<br><br>??Ȱ??ǰ ?? ??????????ǰ: P&amp;G, ???Ϸ???, LG??Ȱ?ǰ? ???? ?귣?? ?Ŀ??? ???????? ?????帧?? ???????? ???? ??ȭ ???鿡???? ?????? ?????? ?????? ?????? ?????˴ϴ?.<br>??ǰ ?? ????: ??ī?ݶ?, ??????, ?׽???, CJ???????? ???? ???????? ?ʼ? ??ǰ ī?װ???? ???? ???????????? ???? ?־? ???????? ?????? ?????˴ϴ?.<br>?????? ?? ????: ????Ʈ, ?ڽ?Ʈ??, ?̸?Ʈ ?? ???? ?????????? ???? ??ȭ?? ?Һ??ڵ??? ?????? ?߱? ???????? ?????? ?????? ???? ?? ?ֽ??ϴ?.<br><br>?̵? ?????? ???? ?̻??? ???????ͷ??? ???????? ?繫?????? ???߰? ?־?, ???????? ???? ???? ȯ?濡?? ??Ʈ???????? ???????? ???̴? ?????? ?մϴ?.<br>?? ???? ????Ʈ: ?ʼ??Һ??? ???? ?߿????? Ư?? ?????? ?????鿡 ?ָ??? ?ʿ䰡 ?ֽ??ϴ?. ???? ???????ͷ? 3~4%?? ?????ϴ? ???????? ????, ???? ???ڿ? ?????? ???? ?????? ???ÿ? ?????? ?? ?ֽ??ϴ?.<br><br><br>3.2 ?ｺ?ɾ?: ?α? ????ȭ?? ???? ?????? ???? ????<br>?ｺ?ɾ? ???ʹ? ?α? ????ȭ???? ???? Ʈ?????? ?Բ? ?ʼ??? ???????? ?????ϴ? ?????? Ư???? ???ÿ? ???߰? ?ֽ??ϴ?:<br><br>???? ?? ???̿???:  <a href="https://www.hanago22.com">???? ?巹??</a> ȭ????, ?϶??? ????, ?Ｚ???̿??????? ???? ???????? ?Ǿ?ǰ ?Ǹſ? ?ž? ???????????? ???? ???? ?????? ?????մϴ?. Ư?? ??????ȯ ġ?????? ??????ȯ ġ?????? ???? ???????? ???? ???ͼ??? ?????մϴ?.<br>?Ƿ????? ?? ????: ?޵?Ʈ?δ?, ?ۺ?, ???? ?? ?Ƿ????? ?? ???? ???????? ?Ƿ? ?ý????? ?ʼ? ???????ҷ?, ?Ƿ??? ???? ?????? ???? ?????? ?޽??ϴ?.<br>?????? ?ｺ?ɾ?: ?׶?????, ???ｺ, ???̹?Ŭ?ι? ?? AI ???? ?ｺ?ɾ? ?ַ??? ???? ???????? ?Ƿ??? ?????? ȿ???? ???????? ???? ??? ?????Ͽ? ?????ϰ? ?ֽ??ϴ?.<br><br>?ｺ?ɾ? ???ʹ? ???? ??å?̳? ?డ ???? ?? ?ܺ? ???ο? ?????? ???? ?? ??????, ?⺻???? ???䰡 ???????̶??? ?????? ???? ??ȭ ???鿡???? ?????????? ?????? ?????? ?????? ???ɼ??? ?????ϴ?.<br><br><br><br>3.3 ??ƿ??Ƽ ?? ??????: ?????? ?????帧?? ??õ<br>??ƿ??Ƽ ???????? ???? ?????? Ư???? ???????? ?????帧?? ???? ???????ͷ??? ?????մϴ?:<br><br>???? ?? ???? ??ƿ??Ƽ: ?ؽ??׶? ??????, ???? ???۴?, ?ѱ????? ???? ?ʼ? ???????? ?????ϸ? ???? ???? ?Ͽ? ???????? ?????? â???մϴ?.<br>????????????: ?۽?Ʈ?ֶ?, ??ȭ?ַ???, ?????׵? ???? ???????? ???????? ?????? ??ȯ Ʈ?????? ?????ڷ?, ???? ?????? ???????? ???? ?????? ???߰? ?ֽ??ϴ?.<br>???? ??????: ?Ƹ޸?ĭ Ÿ??, ũ???? ij??, KT ?? ???? ?????? ???????? 5G Ȯ?꿡 ???? ?????? ?Բ? ???? ???࿡ ?????? ???????? ?????帧?? ?????մϴ?.<br><br>Ư?? ?ֱ? ESG ???? ?????? ???????????? ???? ??ƿ??Ƽ ???????? ?????ڵ??? ?????? ???????? ??????, ?????? ?׸? ?????? ???? Ȯ?? ??å?? ?????? ?????˴ϴ?.<br><br><br>3.4 ?????ڻ?: ??Ʈ?????? ??ȣ?? ???? ???? ????<br>???? ??Ȯ?Ǽ??? ???????? ȯ?濡???? ??Ʈ???????? ???? ?κ??? ???????? ?????ڻ꿡 ?????ϴ? ???? ?߿??մϴ?:<br><br>?̱? ??ä: Ư?? 2?⹰ ??ä?? ???? ???? 3.9% ?????? ?ݸ??? ?????ϰ? ?־?, ?ܱ? ?ڱ? ???뿡 ?????մϴ?. ???⹰(10??, 30??)?? ?߰????? ?ݸ? ?϶? ?? ???? ???? ȿ????  <a href="https://www.hanago22.com">???? ?巹??</a> ?????? ?? ?ֽ??ϴ?.<br>??: ???÷??̼? ?????? ???????? ????ũ ???? ???????μ? ??Ʈ???????? 5~10%?? ?????ϴ? ???? ?????մϴ?. ?ǹ? ?ݺ??ٴ? SPDR ???? Ʈ????Ʈ(GLD), iShares ???? Ʈ????Ʈ(IAU) ???? ETF?? Ȱ???ϴ? ???? ??մϴ?.<br>?????? ETF: VYM(Vanguard High Dividend Yield ETF), SCHD(Schwab US Dividend Equity ETF) ???? ???????? ???????Ͱ? ?Բ? ?????????? ???? ???????? ?????մϴ?.<br><br>?????? ???????? ȯ?濡???? ??Ʈ???????? 20~30%?? ?̷??? ?????ڻ꿡 ?????Ͽ?, ???? ?????? Ȯ?뿡 ?????ϴ? ???? ?ٶ????մϴ?.<br><br><br>????: ??Ȯ?Ǽ? ?ӿ??? ??ȸ?? ?????ϴ? ????<br><br><br>2025?? 5?? ?ݸ??????? ?ܼ??? ???? ?????? ?ƴ϶?, ?????? ???? ȯ?? ?ӿ??? ?????? ?????? ?????? ?????ִ? ??ȣ?Դϴ?. ?????ڵ??? ?????? ???? ????Ʈ?? ???ο? ?ΰ? ??Ʈ???????? ?????ؾ? ?մϴ?:<br><br>?׸??? ?л? ????: AI&middot;??ũ ????(40%), ?۷ι? ???? ??????(20%), ?????? ?Һ? ?? ?????ڻ?(40%)?? ???????? ??Ʈ???????? ?????Ͽ? ???强?? ???????? ?????? ?????ϴ?.<br>???????? ???뷱??: ???? ??Ȳ?? ???? ?б⺰?? ??Ʈ???????? ???뷱???Ͽ? Ư?? ???ͳ? ?ڻ꿡 ?????? ?????? ?߻????? ?ʵ??? ?????մϴ?.<br>??????ǥ ?????͸?: ??????ǥ, ?Һ??ڹ???????(CPI), ?????? PMI ?? ?ֿ? ??????ǥ?? ?????????? ?????Ͽ? ???? ???⼺?? ?????ϰ? ?̿? ???? ???? ???? ?????? ?ʿ??մϴ?.<br>???? ???? ????: ?ܱ????? ???? ???????? ???ι????ϱ⺸?ٴ?, ???????? ?ް?Ʈ???忡 ?????? ???? ???? ?????? ?????ϴ? ???? ?߿??մϴ?.<br><br>??Ȯ?Ǽ??? ???? ???? ȯ?濡???? '????' ???????? ?پ??? ?ó??????? ?????? ???? ???? ??Ʈ?????? ?????? ???????? ?߿??մϴ?. 2025?? ?Ϲݱ⿡?? FOMC?? ??å ?????? ??????ǥ ??ǥ?? ?ָ??ϸ?, ?ʿ??? ?????? ?????ϰ? ?????ϴ? ????Ʈ?? ?????ڰ? ?ǽñ? ?ٶ??ϴ?.<br>?̷??? ???? ȯ?濡???? ?????? ???????? ?????? ????ġ?? ?????? ?Ǵ??? ?????? ?¿??մϴ?. AI?? ??ũ?? ?????? ????, ?۷ι? ???? ȯ???? ??ȭ, ?׸??? ???????? ???? ?ڻ??? ?????? ???? 2025???? ???? ??ȸ?? ?????Ͻñ? ?ٶ??ϴ?.<br></p>

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