{"id":31,"date":"2026-09-08T14:56:19","date_gmt":"2026-09-08T14:56:19","guid":{"rendered":"https:\/\/energysosik.com\/?p=31"},"modified":"2026-09-08T14:57:38","modified_gmt":"2026-09-08T14:57:38","slug":"%ec%84%9d%ec%9c%a0%ea%b0%92-%ec%83%81%ec%8a%b9","status":"publish","type":"post","link":"https:\/\/energysosik.com\/?p=31","title":{"rendered":"\uc11d\uc720\uac12 \uc0c1\uc2b9"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\uc624\ub298 \uc544\uce68 \uac00\uc7a5 \uc911\uc694\ud55c \ub274\uc2a4\ud1a0\ud53d\uc740 \uc11d\uc720\uac12 \uc0c1\uc2b9\uacfc \uadf8\uc5d0 \ub530\ub978 \uc778\ud50c\ub808\uc774\uc158 \uc6b0\ub824. \uc8fc\ub9d0\uacfc \ud734\uc77c\uc0ac\uc774\uc5d0 \ud638\ub974\ubb34\uc988\uc5d0\uc11c \uc720\uc870\uc120\ub4e4\uc5d0 \ub300\ud55c \uacf5\uaca9\uc774 \uc774\uc5b4\uc84c\uace0, \uadf8\ub098\ub9c8 \uc0ac\uc6b0\ub514\ucabd \uc6b0\ud68c\ub85c\ub85c \uc5ec\uaca8\uc84c\ub358 \ubc14\ube0c\uc5d8\ub9cc\ub370\ube0c \ud574\uc5fd\ub3c4 \uc704\ud611\uc5d0 \uc2dc\ub2ec\ub9ac\uace0 \uc788\ub294 \uc640\uc911\uc5d0 \uc0ac\uc6b0\ub514 \uc544\ub78c\ucf54\uc758 \uc815\uc720\uc2dc\uc124\ub4e4\uc774 \ud6c4\ud2f0\ubc18\uad70\uc758 \uacf5\uaca9\uc73c\ub85c \uc778\ud574 \ud53c\ud574\ub97c \uc785\uc5c8\ub2e4\ub294 \uc18c\uc2dd\uc774 \uc787\ub2ec\uc558\ub2e4. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub780\uc740 \ud6c4\ud2f0\ubc18\uad70\uc73c\ub85c \ud558\uc5ec\uae08 \uacc4\uc18d\ud574\uc11c \uc11d\uc720\uacf5\uae09\ub9dd\uc744 \uad50\ub780\ud558\ub3c4\ub85d \ubd80\ucd94\uae30\uace0, \uc790\uc2e0\uc758 \ud611\uc0c1\uc758 \uc9c0\ub81b\ub300\ub85c \uc0bc\uc73c\ub824\ub294 \ub178\ub825\uc774 \uacc4\uc18d\ub418\uace0 \uc788\ub2e4. \uc720\uac00\uc758 \ud3ed\ub4f1\uc740 \ubbf8\uad6d \uc11c\ubbfc\ub4e4\uc758 \uc77c\uc0c1\uc5d0 \uc601\ud5a5\uc744 \uc8fc\uace0, \uadf8\uc5d0 \ub530\ub77c \ud2b8\ub7fc\ud504\uc815\uad8c\uc774 \uace7 \uce58\ub7ec\uc57c\ud558\ub294 \uc911\uac04\uc120\uac70 \ubc0f \uc5ec\ub860\uc758 \ud5a5\ubc29\uc744 \ubd88\ub9ac\ud558\uac8c \ub9cc\ub4e4\ub824\ub294 \uc804\ub7b5\uc77c\ud14c\ub2e4. \uad6c\ub9ac\uac12\ub3c4 \ub6f0\uace0 \uc788\ub2e4\uace0 \ud558\uace0, \uc628\uac16 \uc6d0\uc790\uc7ac\ub4e4\uc758 \uc218\uae09\uacfc \uac00\uaca9\uc758 \ubcc0\ub3d9\uc774 \ubbf8\uad6d\uc758 \ubb3c\uac00\uc0c1\uc2b9\uc5d0 \uc5b4\ub5a4 \uacb0\uacfc\ub97c \ub0b3\uac8c \ub420\uc9c0. \uc774\ubc88\uc8fc CPI\uc5d0 \ubaa8\ub4e0 \uad00\uc2ec\uc774 \uc810\uc810 \uc9d1\uc911\ub420 \uac83 \uac19\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ube14\ub8f8\ubc84\uadf8 \ub274\uc2a4\uc815\ub9ac<\/strong> 2026\ub144 9\uc6d4 8\uc77c<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>\uc0ac\uc6b0\ub514 \uc5d0\ub108\uc9c0 \uc2dc\uc124 \uacf5\uaca9\uc73c\ub85c \uac00\ub3d9 \uc911\ub2e8, \ub178\ubc14\ud2f0\uc2a4 6\ub144 \ub9cc\uc5d0 \ucd5c\ub300 \ub099\ud3ed \uae30\ub85d | \ub354 \uc624\ud504\ub2dd \ud2b8\ub808\uc774\ub4dc <\/summary>\n<p class=\"wp-block-paragraph\">\ub0a0\uc9dc: 2026-09-08 | \ucc44\ub110\uba85: Bloomberg Television<br>\uc601\uc0c1 \ub9c1\ud06c: <a href=\"https:\/\/www.youtube.com\/watch?v=GT2biIkCBT8\">https:\/\/www.youtube.com\/watch?v=GT2biIkCBT8<\/a><br>\uc81c\ubaa9: Attacks Halt Saudi Energy Sites, Novartis Drops Most in 6 Years | The Opening Trade 9\/8\/2026<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1. [\ud1b5\ud654 \ubc0f \uac70\uc2dc \uacbd\uc81c] \uc5d4\ud654 \uac15\uc138\uc640 \uc77c\ubcf8\uc758 \uae08\ub9ac \uc815\uc0c1\ud654<\/strong><br>\uc5d4\ud654\uac00 \uae30\uc220\uc801 \uc9c0\uc9c0\uc120\uc744 \uae68\uace0 \uac15\ud55c \ubc18\ub4f1\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc77c\ubcf8\uc758 \uc784\uae08 \uc0c1\uc2b9\uacfc \uc740\ud589 \ub300\ucd9c \uc99d\uac00 \ub4f1 \ud380\ub354\uba58\ud138 \uac1c\uc120, \uadf8\ub9ac\uace0 \uc77c\ubcf8 \uc5f0\uae30\uae08\uc758 \uc790\uae08 \ud68c\uc218(Repatriation) \uae30\ub300\uac10\uc774 \ub9de\ubb3c\ub9b0 \uacb0\uacfc\uc785\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uc77c\ubcf8\uc740\ud589(BOJ)\uc774 \ub2e4\uc74c \uc8fc \uae08\ub9ac\ub97c \uc778\uc0c1\ud560 \uac00\ub2a5\uc131\uc744 \ub192\uac8c \ubcf4\uace0 \uc788\uc73c\uba70, \ub9cc\uc57d BOJ\uac00 \ub9e4\ud30c\uc801(\ud1b5\ud654 \uae34\ucd95 \uc120\ud638)\uc778 \uc2e0\ud638\ub97c \ubcf4\ub0bc \uacbd\uc6b0 \uae00\ub85c\ubc8c \uc790\uc0b0 \uc2dc\uc7a5\uc5d0\uc11c \uc5d4\ud654 \uae30\ubc18 \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc\uac00 \uae09\uaca9\ud788 \uccad\uc0b0\ub418\uba70 \uc8fc\uc2dd \ubc0f \ucc44\uad8c \uc2dc\uc7a5\uc5d0 \ubcc0\ub3d9\uc131\uc744 \uc904 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2. [\uc6d0\uc790\uc7ac \ubc0f \uc778\ud50c\ub808\uc774\uc158] \uc5d0\ub108\uc9c0 \ubc0f \uc0b0\uc5c5\uc6a9 \uae08\uc18d\uc758 \uae09\ub4f1<\/strong><br>\uc911\ub3d9 \uc9c0\uc5ed, \ud2b9\ud788 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc758 \uc5d0\ub108\uc9c0 \uc2dc\uc124 \ud654\uc7ac \ubcf4\uace0\uc640 \uc9c0\uc815\ud559\uc801 \ubd88\uc548\uc73c\ub85c \uc778\ud574 \ube0c\ub80c\ud2b8\uc720 \uac00\uaca9\uc774 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec\ub97c \ud5a5\ud574 \uce58\uc19f\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc804\uae30\ud654(Electrification) \ud2b8\ub80c\ub4dc\uc640 \ub9de\ubb3c\ub824 \uad6c\ub9ac \uac00\uaca9\uc774 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc5d0\ub108\uc9c0 \ubc0f \uc6d0\uc790\uc7ac \uac00\uaca9\uc758 \uc0c1\uc2b9\uc740 \uacf5\uae09 \uce21\uba74\uc758 \uc778\ud50c\ub808\uc774\uc158\uc744 \uc790\uadf9\ud558\uba70, \ud5a5\ud6c4 \ubbf8\uad6d\uc758 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI) \ubc0f \uc0dd\uc0b0\uc790\ubb3c\uac00\uc9c0\uc218(PPI) \ubc1c\ud45c\uc5d0 \uc911\uc694\ud55c \ubcc0\uc218\uac00 \ub420 \uc804\ub9dd\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3. [AI \ubc0f \uae30\uc220 \uc0b0\uc5c5] \ubbf8\uc2a4\ud2b8\ub784 AI\uc758 \ubd80\uc0c1\uacfc \uae30\uc220 \ud328\uad8c \uacbd\uc7c1<\/strong><br>\ud504\ub791\uc2a4\uc758 \ubbf8\uc2a4\ud2b8\ub784 AI\uac00 \uc0bc\uc131\uc804\uc790\uc640 ASML \ub4f1\uc774 \ucc38\uc5ec\ud55c 30\uc5b5 \uc720\ub85c \uaddc\ubaa8\uc758 \ud380\ub529 \ub77c\uc6b4\ub4dc\ub97c \ud1b5\ud574 \uae30\uc5c5 \uac00\uce58\ub97c 210\uc5b5 \uc720\ub85c\ub85c \uc778\uc815\ubc1b\uc558\uc2b5\ub2c8\ub2e4. \uc774\ub294 OpenAI\ub098 Anthropic \uac19\uc740 &#8216;\ud504\ub860\ud2f0\uc5b4 \ub7a9&#8217;\ub4e4\uc774 \ud3d0\uc1c4\uc801\uc778 \ubaa8\ub378\uc744 \uc9c0\ud5a5\ud558\ub294 \uac83\uacfc \ub2ec\ub9ac, \uae30\uc5c5 \uace0\uac1d\uc758 \ub370\uc774\ud130 \uc8fc\uad8c\uacfc \ube44\uc6a9 \ud6a8\uc728\uc131\uc744 \uc911\uc2dc\ud558\ub294 &#8216;\uc624\ud508 \uc18c\uc2a4 \ubc0f \ud480\uc2a4\ud0dd&#8217; \uc804\ub7b5\uc744 \ucde8\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ub610\ud55c, ASML\uc758 \uace0\uc131\ub2a5 \ub178\uad11 \uc7a5\ube44\uc5d0 \ub300\ud55c \uc218\uc694\uac00 AI \uce69 \uc81c\uc870\uc0ac\ub4e4 \uc0ac\uc774\uc5d0\uc11c \uae09\uc99d\ud558\uba70 \uae30\uc220 \uacf5\uae09\ub9dd\uc758 \uc911\uc694\uc131\ub3c4 \ubd80\uac01\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>4. [\ubb34\uc5ed \ubc0f \uc815\uce58\uc801 \ub9ac\uc2a4\ud06c] \uce90\ub098\ub2e4\uc758 \ubcf4\ubcf5 \uad00\uc138\uc640 \ubbf8\uad6d\uc758 \uc815\uce58\uc801 \ubcc0\uc218<\/strong><br>\ubbf8\uad6d\uc758 \uad00\uc138 \uc815\ucc45\uc5d0 \ub300\uc751\ud558\uc5ec \uce90\ub098\ub2e4\uac00 \ucca0\uac15, \uc624\ud1a0\ubc14\uc774, \uce58\uc988 \ub4f1 \ub2e4\uc591\ud55c \ud488\ubaa9\uc5d0 \ub300\ud574 15~50%\uc758 \ubcf4\ubcf5 \uad00\uc138\ub97c \ubd80\uacfc\ud558\uae30\ub85c \ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub2e8\uc21c\ud55c \uacbd\uc81c\uc801 \uc870\uce58\ub97c \ub118\uc5b4, \ubbf8\uad6d\uc758 \ubbf8\ub4dc\ud140(\uc911\uac04\uc120\uac70) \uc815\uce58 \uc9c0\ud615, \ud2b9\ud788 \ubbf8\uc2dc\uac04\uacfc \uc624\ud558\uc774\uc624 \uac19\uc740 \uacbd\ud569\uc8fc\uc758 \ud45c\uc2ec\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\ub294 \uc815\uce58\uc801 \uccb4\uc2a4 \uac8c\uc784\uc758 \uc591\uc0c1\uc744 \ub760\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<\/details>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc5d4\ud654 \uac15\uc138\uc640 \uc77c\ubcf8\uc758 \ud1b5\ud654 \uc815\ucc45 \ubcc0\ud654:<\/strong> \uc5d4\ud654\uac00 \uc62c\ud574 \ucd5c\uace0\uce58 \uc218\uc900\uc73c\ub85c \uac15\uc138\ub97c \ubcf4\uc774\uba70, \uc77c\ubcf8\uc740\ud589(BOJ)\uc758 \uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131\uacfc \uc774\uc5d0 \ub530\ub978 \uae00\ub85c\ubc8c \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc \uccad\uc0b0(Unwind) \uc6b0\ub824\uac00 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc6d0\uc790\uc7ac \uac00\uaca9 \uc0c1\uc2b9\uacfc \uc778\ud50c\ub808\uc774\uc158 \uc555\ub825:<\/strong> \uc911\ub3d9 \uc815\uc138 \ubd88\uc548\uc73c\ub85c \ube0c\ub80c\ud2b8\uc720\uac00 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec\uc5d0 \uc721\ubc15\ud558\uace0, \uad6c\ub9ac \uac00\uaca9\uc774 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud558\uba70 \uc778\ud50c\ub808\uc774\uc158 \uc7ac\uc810\ud654\uc5d0 \ub300\ud55c \uacbd\uacc4\uac10\uc774 \ub192\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>AI \uc0b0\uc5c5\uc758 \uc804\ub7b5\uc801 \uaca9\ub3cc:<\/strong> \ubbf8\uc2a4\ud2b8\ub784 AI(Mistral AI)\uac00 \ub300\uaddc\ubaa8 \uc790\uae08 \uc870\ub2ec\uc5d0 \uc131\uacf5\ud558\uba70 \uc720\ub7fd AI\uc758 \uc790\uc874\uc2ec\uc744 \uc138\uc6b4 \uac00\uc6b4\ub370, &#8216;\uc624\ud508 \uc18c\uc2a4&#8217; \uae30\ubc18\uc758 \uc2e4\uc6a9\uc801 \uc811\uadfc\uacfc &#8216;\ud504\ub860\ud2f0\uc5b4 \ub7a9&#8217;\uc758 \ud3d0\uc1c4\uc801 \ubaa8\ub378 \uac04\uc758 \uacbd\uc7c1\uc774 \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>\uc0ac\uc6b0\ub514 \uc5d0\ub108\uc9c0 \uc2dc\uc124 \uacf5\uaca9\uc73c\ub85c \uc720\uac00 100\ub2ec\ub7ec \uc721\ubc15 | The Pulse 9\/8\/2026<\/summary>\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub0a0\uc9dc: 2026-09-08 <br>\uc601\uc0c1 \ub9c1\ud06c: <a href=\"https:\/\/www.youtube.com\/watch?v=1xSgFhUVuUo\">https:\/\/www.youtube.com\/watch?v=1xSgFhUVuUo<\/a><br>\uc81c\ubaa9: Oil Nears $100 After Attacks Hit Saudi Energy Facilities<br>\uc81c\ubaa9 \ubc88\uc5ed: \uc0ac\uc6b0\ub514 \uc5d0\ub108\uc9c0 \uc2dc\uc124 \uacf5\uaca9\uc73c\ub85c \uc720\uac00 100\ub2ec\ub7ec \uc721\ubc15<\/p>\n<\/details>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uae00\ub85c\ubc8c \ubb34\uc5ed \ubc0f \uc5d0\ub108\uc9c0 \uae34\uc7a5 \uace0\uc870:<\/strong> \ubbf8\uad6d\uc758 \uad00\uc138 \uc815\ucc45\uc5d0 \ub9de\uc120 \uce90\ub098\ub2e4\uc758 \ubcf4\ubcf5 \uad00\uc138\uc640 \ud638\ub974\ubb34\uc988 \ud574\ud611\uc758 \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\ub85c \uc778\ud55c \uc720\uac00 \uc0c1\uc2b9($100 \uadfc\uc811)\uc774 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc744 \ud0a4\uc6b0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>AI \uc0b0\uc5c5\uc774 \uacac\uc778\ud558\ub294 \uc0c8\ub85c\uc6b4 \uacbd\uc81c \ub3d9\ub825:<\/strong> AI \uc778\ud504\ub77c \uad6c\ucd95\uc744 \uc704\ud55c \ub9c9\ub300\ud55c \uc790\ubcf8 \uc9c0\ucd9c\uc774 \ubc18\ub3c4\uccb4 \uc7a5\ube44(ASML), \uc2e0\uc6a9 \uc2dc\uc7a5(Leverage Finance), \uadf8\ub9ac\uace0 \uad6c\ub9ac(Copper)\uc640 \uac19\uc740 \uc6d0\uc790\uc7ac \uc218\uc694 \ud3ed\uc99d\uc744 \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uacbd\uc81c\uc801 \ubd88\ud655\uc2e4\uc131\uacfc \uc790\uc0b0\uc758 \uc774\ub3d9:<\/strong> \uc720\ub7fd\uc758 \uae08\ub9ac \uc778\uc0c1 \ubc0f \uc815\uce58\uc801 \ubd88\ud655\uc2e4\uc131, \uac01\uad6d\uc758 \uc7ac\uc815 \uc801\uc790 \uc2ec\ud654\ub85c \uc778\ud574 \uae08(Gold)\uc774 \uc8fc\uc694 \ud5e4\uc9c0 \uc218\ub2e8\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc73c\uba70, \uc138\uc81c \ud61c\ud0dd\uc744 \ucc3e\uc544 \uc774\ub3d9\ud558\ub294 \uc790\uc0b0\uac00\ub4e4\uc758 \uc6c0\uc9c1\uc784\uc774 \ud3ec\ucc29\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>\uc720\uac00 \uc0c1\uc2b9\uc774 \ubd80\ucc44\uc9c8\ud558\ub294 \uc778\ud50c\ub808\uc774\uc158 \uacf5\ud3ec, \ubbf8\uad6d\uc758 \uce90\ub098\ub2e4 \uad00\uc138 \ubc1c\ud6a8<\/summary>\n<p class=\"wp-block-paragraph\">\ucc44\ub110\uba85: Bloomberg Television<br>\uc601\uc0c1 \ub9c1\ud06c: <a href=\"https:\/\/www.youtube.com\/watch?v=DtrTFsg1bq8\">https:\/\/www.youtube.com\/watch?v=DtrTFsg1bq8<\/a><br>\uc81c\ubaa9: Oil Rally Fuels Inflation Fears; Canada&#8217;s US Tariffs Kick In<br>\uc81c\ubaa9 \ubc88\uc5ed: \uc720\uac00 \uc0c1\uc2b9\uc774 \ubd80\ucc44\uc9c8\ud558\ub294 \uc778\ud50c\ub808\uc774\uc158 \uacf5\ud3ec, \ubbf8\uad6d\uc758 \uce90\ub098\ub2e4 \uad00\uc138 \ubc1c\ud6a8<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><strong>1. \uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc758 \uc704\uae30\uc640 \uc6d0\uc790\uc7ac \uac00\uaca9 \uc0c1\uc2b9<\/strong><br>\uc911\ub3d9 \uc9c0\uc5ed\uc758 \ubd88\uc548\uc815\ud55c \uc815\uc138\ub85c \uc778\ud574 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc774 \uc694\ub3d9\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544 \uc5d0\ub108\uc9c0 \uc2dc\uc124\uc5d0 \ub300\ud55c \uacf5\uaca9 \uc2dc\ub3c4\uc640 \ud638\ub974\ubb34\uc988 \ud574\ud611\uc758 \ubd09\uc1c4 \uc704\ud611\uc73c\ub85c \ube0c\ub80c\ud2b8\uc720 \uac00\uaca9\uc774 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec \uc120\uc744 \uc704\ud611\ud558\uace0 \uc788\uc73c\uba70, \uc720\ub7fd\uc758 \ucc9c\uc5f0\uac00\uc2a4 \uac00\uaca9\uacfc \uad6c\ub9ac \uac00\uaca9 \ub610\ud55c \uae30\ub85d\uc801\uc778 \uace0\uc810\uc744 \uae30\ub85d\ud558\uba70 \uc778\ud50c\ub808\uc774\uc158 \uc555\ub825\uc744 \uac00\uc911\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br><strong>2. \uc9c0\uc815\ud559\uc801 \uae34\uc7a5 \ubc0f \ubb34\uc5ed \uc804\uc7c1\uc758 \ud655\uc0b0<\/strong><br>\ubbf8\uad6d\uacfc \uce90\ub098\ub2e4 \uc0ac\uc774\uc758 \uad00\uc138 \ubcf4\ubcf5\uc774 \ud604\uc2e4\ud654\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uce90\ub098\ub2e4\uac00 \ubbf8\uad6d\uc0b0 \uc81c\ud488\uc5d0 \ub300\ud574 \ucd5c\ub300 50%\uc758 \uad00\uc138\ub97c \ubd80\uacfc\ud558\uc790, \ud2b8\ub7fc\ud504 \uc804 \ub300\ud1b5\ub839\uc740 \uce90\ub098\ub2e4\uc0b0 \ud56d\uacf5\uae30(Bombardier)\uc5d0 \ub300\ud55c \uae08\uc9c0 \uc870\uce58\ub97c \uc5b8\uae09\ud558\uba70 \ub9de\ub300\uc751\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc774\ub780\uacfc \ubbf8\uad6d \uac04\uc758 \uae34\uc7a5\uc774 \uace0\uc870\ub418\ub294 \uac00\uc6b4\ub370, \ubbf8\uad6d\uc758 \ud574\uc0c1 \ubd09\uc1c4\ub85c \uc778\ud574 \uc774\ub780\uc758 \uc11d\uc720 \uc218\ucd9c \uc218\uc775\uc774 \uae09\uac10\ud558\uace0 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774 \ub098\uc624\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br><strong>3. \uae00\ub85c\ubc8c \ud1b5\ud654 \ubc0f \ucc44\uad8c \uc2dc\uc7a5\uc758 \ubd88\ud655\uc2e4\uc131<\/strong><br>\uc77c\ubcf8 \uc5d4\ud654\uac00 \ucd5c\uadfc \uc77c\uc8fc\uc77c \uc0ac\uc774 4% \uae09\ub4f1\ud558\uba70 \uac15\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc2dc\uc7a5\uc758 \ubcc0\ub3d9\uc131\uc744 \ud0a4\uc6b0\ub294 \uc694\uc778\uc774 \ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8, \uc601\uad6d\uc740 \uc5d0\ub108\uc9c0 \uc778\ud50c\ub808\uc774\uc158\uacfc \uc815\ubd80 \uc801\uc790 \uc6b0\ub824\ub85c \uc778\ud574 30\ub144 \ub9cc\uae30 \uad6d\ucc44 \uc218\uc775\ub960\uc774 1998\ub144 \uc774\ud6c4 \ucd5c\uace0 \uc218\uc900\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \ubbf8 \uc5f0\uc900\uc758 \uae08\ub9ac \uacb0\uc815\uc5d0 \uacb0\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 CPI(\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218) \ubc1c\ud45c\ub97c \uc608\uc758\uc8fc\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br><strong>4. \uc8fc\uc694 \uae30\uc5c5 \ubc0f \uae30\uc220 \uc0b0\uc5c5 \ub3d9\ud5a5<\/strong><br>\uc81c\uc57d\uc0ac \ub178\ubc14\ud2f0\uc2a4(Novartis)\ub294 \ucd5c\uadfc \uc77c\uc8fc\uc77c \uc0ac\uc774 \uc138 \ucc28\ub840\uc758 \uc784\uc0c1 \uc2dc\ud5d8 \uc2e4\ud328\ub97c \uacaa\uc73c\uba70 \uc8fc\uac00\uac00 \ud070 \ud0c0\uaca9\uc744 \uc785\uc5c8\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uae30\uc5c5 ASML\uc740 \uc0bc\uc131\uc804\uc790\uc640 TSMC\uac00 \uc790\uc0ac\uc758 \ucd5c\ucca8\ub2e8 EUV \ub178\uad11 \uc7a5\ube44\ub97c \ub3c4\uc785\ud558\uae30\ub85c \uacb0\uc815\ud568\uc5d0 \ub530\ub77c \uae30\uc220 \uacbd\uc7c1\ub825\uacfc \uc2dc\uc7a5 \uc9c0\ubc30\ub825\uc744 \ub354\uc6b1 \uacf5\uace0\ud788 \ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \ub610\ud55c, AI \uc2a4\ud0c0\ud2b8\uc5c5 \uc778\uc218\ub97c \uac80\ud1a0\ud558\ub358 \uc564\uc2a4\ub85c\ud53d(Anthropic)\uc774 \uc778\uc218\ub97c \ucca0\ud68c\ud588\ub2e4\ub294 \uc18c\uc2dd\ub3c4 \uc804\ud574\uc84c\uc2b5\ub2c8\ub2e4.f<\/p>\n<\/details>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uae00\ub85c\ubc8c \ubb34\uc5ed \ubc0f \uc5d0\ub108\uc9c0 \uae34\uc7a5 \uace0\uc870:<\/strong> \ubbf8\uad6d\uc758 \uad00\uc138 \uc815\ucc45\uc5d0 \ub9de\uc120 \uce90\ub098\ub2e4\uc758 \ubcf4\ubcf5 \uad00\uc138\uc640 \ud638\ub974\ubb34\uc988 \ud574\ud611\uc758 \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\ub85c \uc778\ud55c \uc720\uac00 \uc0c1\uc2b9($100 \uadfc\uc811)\uc774 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc744 \ud0a4\uc6b0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>AI \uc0b0\uc5c5\uc774 \uacac\uc778\ud558\ub294 \uc0c8\ub85c\uc6b4 \uacbd\uc81c \ub3d9\ub825:<\/strong> AI \uc778\ud504\ub77c \uad6c\ucd95\uc744 \uc704\ud55c \ub9c9\ub300\ud55c \uc790\ubcf8 \uc9c0\ucd9c\uc774 \ubc18\ub3c4\uccb4 \uc7a5\ube44(ASML), \uc2e0\uc6a9 \uc2dc\uc7a5(Leverage Finance), \uadf8\ub9ac\uace0 \uad6c\ub9ac(Copper)\uc640 \uac19\uc740 \uc6d0\uc790\uc7ac \uc218\uc694 \ud3ed\uc99d\uc744 \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uacbd\uc81c\uc801 \ubd88\ud655\uc2e4\uc131\uacfc \uc790\uc0b0\uc758 \uc774\ub3d9:<\/strong> \uc720\ub7fd\uc758 \uae08\ub9ac \uc778\uc0c1 \ubc0f \uc815\uce58\uc801 \ubd88\ud655\uc2e4\uc131, \uac01\uad6d\uc758 \uc7ac\uc815 \uc801\uc790 \uc2ec\ud654\ub85c \uc778\ud574 \uae08(Gold)\uc774 \uc8fc\uc694 \ud5e4\uc9c0 \uc218\ub2e8\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc73c\uba70, \uc138\uc81c \ud61c\ud0dd\uc744 \ucc3e\uc544 \uc774\ub3d9\ud558\ub294 \uc790\uc0b0\uac00\ub4e4\uc758 \uc6c0\uc9c1\uc784\uc774 \ud3ec\ucc29\ub418\uace0 \uc788\uc2b5\ub2c8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc624\ub298 \uc544\uce68 \uac00\uc7a5 \uc911\uc694\ud55c \ub274\uc2a4\ud1a0\ud53d\uc740 \uc11d\uc720\uac12 \uc0c1\uc2b9\uacfc \uadf8\uc5d0 \ub530\ub978 \uc778\ud50c\ub808\uc774\uc158 \uc6b0\ub824. \uc8fc\ub9d0\uacfc \ud734\uc77c\uc0ac\uc774\uc5d0 \ud638\ub974\ubb34\uc988\uc5d0\uc11c \uc720\uc870\uc120\ub4e4\uc5d0 \ub300\ud55c \uacf5\uaca9\uc774 \uc774\uc5b4\uc84c\uace0, \uadf8\ub098\ub9c8 \uc0ac\uc6b0\ub514\ucabd \uc6b0\ud68c\ub85c\ub85c \uc5ec\uaca8\uc84c\ub358 \ubc14\ube0c\uc5d8\ub9cc\ub370\ube0c \ud574\uc5fd\ub3c4 \uc704\ud611\uc5d0 \uc2dc\ub2ec\ub9ac\uace0 \uc788\ub294 \uc640\uc911\uc5d0 \uc0ac\uc6b0\ub514 \uc544\ub78c\ucf54\uc758 \uc815\uc720\uc2dc\uc124\ub4e4\uc774 \ud6c4\ud2f0\ubc18\uad70\uc758 \uacf5\uaca9\uc73c\ub85c \uc778\ud574 \ud53c\ud574\ub97c \uc785\uc5c8\ub2e4\ub294 \uc18c\uc2dd\uc774 \uc787\ub2ec\uc558\ub2e4. \uc774\ub780\uc740 \ud6c4\ud2f0\ubc18\uad70\uc73c\ub85c \ud558\uc5ec\uae08 \uacc4\uc18d\ud574\uc11c \uc11d\uc720\uacf5\uae09\ub9dd\uc744 \uad50\ub780\ud558\ub3c4\ub85d \ubd80\ucd94\uae30\uace0, \uc790\uc2e0\uc758 \ud611\uc0c1\uc758 \uc9c0\ub81b\ub300\ub85c \uc0bc\uc73c\ub824\ub294 \ub178\ub825\uc774 \uacc4\uc18d\ub418\uace0 \uc788\ub2e4. \uc720\uac00\uc758 \ud3ed\ub4f1\uc740 \ubbf8\uad6d &#8230; <a title=\"\uc11d\uc720\uac12 \uc0c1\uc2b9\" class=\"read-more\" href=\"https:\/\/energysosik.com\/?p=31\" aria-label=\"Read more about \uc11d\uc720\uac12 \uc0c1\uc2b9\">Read more<\/a><\/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-31","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/energysosik.com\/index.php?rest_route=\/wp\/v2\/posts\/31","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/energysosik.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/energysosik.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/energysosik.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/energysosik.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=31"}],"version-history":[{"count":2,"href":"https:\/\/energysosik.com\/index.php?rest_route=\/wp\/v2\/posts\/31\/revisions"}],"predecessor-version":[{"id":34,"href":"https:\/\/energysosik.com\/index.php?rest_route=\/wp\/v2\/posts\/31\/revisions\/34"}],"wp:attachment":[{"href":"https:\/\/energysosik.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=31"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/energysosik.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=31"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/energysosik.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=31"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}