ڸ ݸ "λ ɼ"
̱ ÷̼ ǥ 4 ġ 鼭 غ(Fed) رݸ Ͽ 밨 .
3 ݸ ϸ ߴ ڵ Ƚ 2ȸ ϰ ְ, 1ȸ ̶ ð ִ. ϰ ݸ λ ɼ ִٴ м ´.
10(ð) ڵ رݸ ݺ 40bp(1bp=0.01%Ʈ) ̶µ Ը ΰ ִ.
Ϲ 25bp رݸ ϴ ϸ, 40bp ٴ ä ǰ ݸ Ѵٴ ̴.
뵿δ ̳ 3 ̱ Һڹ(CPI) 3.5% ߴٰ ǥߴ. ۳ 12 4 ġ ȸߴ. ̿ ݸ 6, 1.5%Ʈ ̶ ̴ ʿʹ Ȳ ũ .
ȸ(FOMC) ȸǿ ǥġ ÷̼ ϶ϰ ִٴ Ȯ ϰ ִٰ ߴ.
̻
"ڵ ֱ Ұ Ǹ ÷̼ ġ Ű ǥ ߰, ÷̼ 2% ϰ ̰ ִٴ ū Ȯ رݸ ǥ ߴ ʴٰ ߴ" ߴ.
̵ ̱ ǥ "÷̼ ְ 60% ̻ ϶ ϴ Ȱ ߱ " ߴ.
Ʈ ݵ ķ ¸ ä Ʈ Ŵ "÷̼ 3% ܿ ȭǰ , ̴ ݸ ϵ "̶ ߴ.
ο 常轺 ݸ ñ 6 7 ̷ Ŭ ʸ ݸϰ ߴ.
ӽ TV " ġ 'ݸ ' ƴ 'ݸ λ' ɼ ɰϰ Ƶ鿩 Ѵ. λ ɼ 15%~25%" ߴ.
״ " ͷ 6 ݸ 2021 ϴ ϰ ɰ Ǽ "̶鼭 " ݸ ϴ ʿ ʴ" ߴ.
GEコɾڸƴ ֱ LG, ѱũμƮ Բ Ƿ , Ʈ ߱ üߴٰ 11 .
Ʈ̶ , Կ , ̸ Ͱ Ǿ ־, Ŭ, ΰ(AI), 繰ͳ Ʈũ ȿ Ƿ ũ÷ο ȭϰ ȯ ġ ϴ Ѵ. Ŀ GEコɾڸ ǥ̻, ȯ LG BS, ѱũμƮ ǥ̻ ߴ.
ڴ
3 Ƿ ũ ַ, Ʈ ַ, Ŭ ÷ 簡 ̾ ̴. Ƿ , AI Ƿ ַ, ȭ ϰ, Ʈ ߱ Ѵ.
GEコɾ ġ ݿ Ǵ ֽ Ƿ, ű ȹ ȿ ϴ Ŀǵ弾, Ʈ Ȱ Ƿ ַ LGڴ Ÿ, Ʈ , Ƿ κ, ÷ Ʈ ȯ ü ý ѱũμƮ ̺긮 Ŭ Ƿ ݿ ִ ũμƮ ¿̾(Azure OpenAI) AI ˰ ȣ Ѵ.
ȯ LG BS LGڴ Ƿ ̴ Ŭ κ, Ʈ ʿ ϴ پ ŷ(B2B) ǰ ַ ϰ ִ١ Ʈ 3 Ƿ ȯ ϰ, ȯڵ鿡Դ Ƿ ϰڴ١ ߴ.
GEコɾ ڸ ǥ̻ Ƿ ȯ, Ƿ ƿ ̶ ϰ ִ ó, Ʈ ÷ ְ ϰ Ǿ ſ ١ 3簡 Ʈ ̶͡ ߴ.
"۷ι ǥ ַ Ȯϰ ̸ ǰ ַ ϴ ȸ簡 Ǵ Ͻ Դϴ. 400 Ѿ 2~3 1000 ̻ , 20~30% ϴ ȸ縦 Դϴ"(ȫ ũ ǥ)
ȭ Ǵ(Impedance) 3 ũ 11 ǵ 63 (IPO) ڰȸ ̰ .
ȣ
ũ 2015 ġ(ESS) ˻ о ַ ̴. ϰ ȭ Ǵ 3 ȭ ߴ. ֿ ý, ˻, ȭ ý̴.
(EV) ESS ۷ι žƼ LGַ(373220), ڵ(005380), ZSDI(006400), SK, LSƮ(417200) Ȯߴ. GS, , (086520) ٽ R&D ̾ ִ. ˻ ǥȭ ۾ ̴.
ؿ 56 (47.0%) 175 ߴ. Ⱓ ս R&D ſ 28 66 þ. 401 ̸ ȯ ǥ ϰ ִ.
ȫ ǥ "η ΰǺ ߺ ǸŰ R&D ݿƴ" " ݱ غ ξ "̶ ߴ.
ũ Ʈʽ ȭ R&D Ȯϰ, ؿ Ⱑ 丮 ̴. ȭ Ǵ б(EIS) Ҿ 3 ٽ Ǵ н AI ˰ ȭ ü ȭ Ż ȹ̴.
ȫ ǥ "ڽ ڱ 100% ü ȹ"̶ "R&D, ǰ, ɷ(CAPA) ϰ, ۷ι Ʈ ϴ ˻ Ȯ ħ"̶ ߴ.
ũ 5 2 (Ưʻ) ڽ յΰ 12Ϻ 18ϱ 5 俹, 23Ϻ 24ϱ Ϲû Ѵ.
𰡾 6500~8500̴. ݾ 195 255 , ðѾ 1584~2071 ̴. KB ְ縦 þҴ.
Կ ݹ
410 Ѽ Ҿִ ߱ ¸Կ ڼҵ漼() ڻ 濡 ִ. 1400 ǥ ִ ̽ ŭ ߴ 22 ȸǿ(Ѽ) ̸ ÷ϰ 븳ؿԴ. ϴ ߱ ¸Կ ħ Ұ ̴.
ֽġäǡݵ塤Ļǰ ڿ 絵ҵ濡 ϴ .
2020 ȸ ϸ鼭 2023 ̾ ڵ ݹ߿ ߰ 2022 ҵ漼 ǰ, 2025 2Ⱓ ִ.
Ʈ̿
2 ϴ ֽ 絵ҵ漼(絵) 10 ϴ ̾ δ 12 ȸǿ ҵ漼 ܵ óϰ 10 50 ȭߴ.
Ǹ ֽ ο 5000 ̻ 絵 ǥ 3 ϴ 20%, 3 ʰ 25%(漼 27.5%) 絵 ؾ Ѵ.
ΰ ֱ 10Ⱓ ֽ ŷ ֽ ڴ 15 ȴ. δϴ ڰ ȮǴ ̴.
ο Կ ݹ ̾ Ҿִ ΰ ܷ⸦ ؿԴ.
'ǥ Ҿ '̶ "2025 ֽ 絵 ü踦 ϰڴ" ߴ. ŷ ǡĻǰ Ŀ ϱ ߴ.
ų 8 ȹΰ ǥϸ, Ǹ 9 ȸ ؾ߸ ȿ Ѵ.
ݸ Ҿִ Ǵ ΰؾ Ѵٴ ̴. ڴ 1% ؿ Ұ 'ڰ' ̴.
ڻ(ISA) ؿֽı Ȯϰ ISA ҵ濡 ѵ ȭϰڴٴ ߴ.
̳
ڻ .
2025 1 1 ̾ ڻ ҵ ڻ ⺻ ϴ ϰڴٰ . Ҿִ ѵ 5000 ϰ ս̿(5Ⱓ) ϴ ڻ ϰڴٰ ߴ.
Ʈ ݵ(ETF) ڻ ǰ ϵ Ÿż ڼҵ з ٸ ǰ ꡤս̿ Ѵٴ ȹ̴. ܿ ڻ ETF ISA ϵ Ȯϰڴٴ ´.
ȯ ̱ Һڹ رݸ 17 ְġ .
11 ȯ忡 ȯ ŷϺ 9.2 1364.1 ߴ. ̴ 2022 11 10(1377.5) ̴. ȯ ̸ ̴ ʳ ġ. ̳ 10.1 ϸ鼭 Ѷ 1365 Ѿ.
ȯ ȴ. 10( ð) ȯ忡 ȯ 153.24 ġھ 1990 6 34 ְġ(ȭ ༼) ߴ. ̴ ̱ 10 äݸ ݸ ΰ ȭ ŵ ż Ŀ Ǯ̵ȴ. ̳ ȯ忡 ȯ 153 ε巯.
忡 ȯ ܱ ִٰ ִ. ɸ 1360 Ѿ ŭ 1370 ̻ ɼ ִٴ ̴. ȣ Ÿ ȯ 1360 ŭ Ͻ ߰ ɼ ִ١ ٺô.
ô ؽ ȥ ̸ ŷ ƴ. ̳ ڽ ŷ ʹ 2661.92 зȴٰ ܱ 1 ̻ ż Ծ ŷϺ 0.07% ݵ 2706.96 ߴ. ڽ 0.14% ȴ.
Ʈ
ְ Ʈ 7 ѳ Ⱦϰ ִ.
11 ۷ι ڻ Ȳ ߰ Ʈ θĸ ̳ 6 23 Ʈ 69760 ŷǰ ִ. ̴ 1.18% ġ. ð ̴ 0.19% 3506 ŷ ̴.
ְ 73780 6 Ʈ 9 ٽ 7븦 ȸߴ. Ʈ پ ݰ⡯ ӹϰ Ʈ ݵ(ETF) ڱ ð ִ ģ мȴ.
̱ Һڹ(CPI) ǥ ӹ ٽ 6 ϶ߴ. CPI غ(Fed) ݸ ڷ и ɼ Ŀµ, ̴ Ʈ ϶ ֱ ̴. 10(ð) 뵿δ 3 CPI · 3.5% 2(3.2%) 0.3%Ʈ ٰ . ̴ 9(3.7%) 6 ġ. ġ(3.4%) Ѿ.
ٸ ̴ Ʈ ƴ϶ ´. ȣȭ ڻ Ʈ ְå(CIO) Ʈ ȣ(Matt Hougan) ̱ CPI ġ ȸ, ̷ Ʈ ¼ ̶ ʴ´١ 6 ݸ ̳, ƴϳĴ Ʈ ƴϴ. ̹ ̴١ ߴ.
Ҿִ н ŵθ鼭 Ʈ ݵ(ETF) ڻ ȭ ӵ ̴. 1 ̱ ǰŷȸ(SEC) ETF ϸ鼭 츮 ̸ Ѵٴ Ҵ. ٸ 籹 ڻ Ǽ ʰ ŭ ߴ å о̱ ̴.
Ʈ
11 Ҿִ ڻ ι Ʈ ETF 塤ŷ ڰ ѱ ڻ å . ܿ ⺻ ڻ⺻(2ܰ) հýý ġ, ڻ Ǻ Ҵ.
Ʈ ETF Ʈ ڻ ϴ ETF. ̱ SEC 1 ǰῡ ڻ Ʈ ETF 11 Ͻÿ ΰߴ. ۷ι ڱ 忡 ԵǸ鼭 Ʈ ֱ 1Ⱓ 137.5% ͷ ߴ.
Ұ ó ȸ Ʈ ETF ؿԴ. 1 ǻ簡 ؿܿ Ʈ ETF ߰ϴ ں ִٴ ؼ ִ. ɽ " ⼺ " " "̶ ѹ . 5 ȹ ̺ 2 ڰȸ "Ը ս SEC ڻ ̽, Ʈ ETF ̸ κ ִ" ִ. ̿ 밨 .
̺Ʈ
ڻ ڵ ִ ɻ翴 ̴. ҵ漼 2025 11Ϻ ڻ ̷ ̴. ڻ ڵ 11 ŷк Ϳ ⺻ (250) ʰϴ ҵ 20% ҵ漼 Ѵ. ߴ ⺻ 250 5000 ڴ ũ ȴ. ڻ ŷҵ Ͽ û ϸ ڵ Ű غ ̴. û ڴ " Ű ⺻ ο å ִ" "ؿ ŷ 䱸 ִ ˰ ִ" ߴ.
ūǹ(STO) Թȭ ߰ ɾ ŭ å ӵ ȴ. STO ٰ ں ӽñȸ ó ɼ ΰ ִ. â ǿ 7 ǥ ϸ鼭 ӵ 4 Ѽ ̽ յΰ ȸ ð谡 . ܰŷ غ Ǿ赵 .
ī 迡 λ
ī 迡 һ ģȭ ߱ н ī λ 밡 ũ . ش 3 ֱ ī ݺ ϴ ش. ݺ ī ٰŰ Ǵ ̴. ݺ Ǵ ī Ѵ. 2007 2021 14 ƴ. 2007 4.5%(Ұ ) 0.5~1.5% ر .
ī ڴ "ߴ翡 漱ſ 뼱 غ ̴µ 720 һ ī λ ʴ" "λ ƴٸ λ ֱ 3 5 ÷ Ѵ" ߴ. ̹ Ѽ 2021 ֱٱ һ ü һοȸ Ҿֿ ʴǥ ĺ 缱 Ȯ . |