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ȭ, ڸ Ŭ塤AI ַ
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ۼ: 24-04-12
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ȭ, ڸ Ŭ塤AI ַ
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ۼ:
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asdsadadas
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ȭ, ڸ Ŭ塤AI ַ
̻
ȭ 10Ϻ 12( ð) ̱ ̰Ž ̱ ִ Ը ȸ 'ISC West 2024' پ ַ .
ȭ ̹ ȸ 'AI Ŀ. Ŭ ĿƼ.(AI-powered. Cloud-connected.)' ֿ ν ߴ.
'÷ ߽ ַ ι̴ ȯ'̶ ݿ Ŭ ַ ߴ. ȭ Ŭ ַ 䱸, ȣ ȿ ִ ϰ ִ.
ȭ Ŭ ַǿ 㿵 ý(VSaaS) 'Ŭ' ̽ ϴ 'DM ' 㿵 м Ͻ ʿ ڸ ϴ 'Ʈε' ΰ(AI) ڰ ϴ ü нϴ '÷ AI' ִ.
AI ǰ ǰ AI ַǵ Ұߴ. ī ȯ Ͻ AI ÿϱ ߴ.
ȭ AI LED ܼ ' Ʈ AI ī' AI ̿ 'AI Ŀ PTZ ī' AI ߰ 'ָ忧' ī ڵ ν, ĸó, ȭ , ϳ AI ̽ 'ڵ ī' (ު) AI ī AI ˰ ϴ 'AI ڽ(AI Box)' Ұߴ.
ȭ 30Ⱓ , ó ۷ι ַ μ ִ. ۷ι ø 弼 ̾ ִ.
ȭ ý "ó Ӿ ȭϴ Ӽ ϴ ο ַ ʿ Ѵ" "پ Ŭ ַ 䰡 ̱ ̰ ƴ" ߴ.
ݸ ̾鼭 ä ڴ Ұ ŵֵ پ 츮 ä ִ 2400 Ѿ.
ڻ οݱ ְ (13.6%) ֽġä ڻ ϸ ⺸ 1809000 30145000 ƴ.
Ʈ
پ ѼԵ ٸ鼭 ڴ 368000 ߴ.
츲̸ ִ Ը 87 30 ߴ. ٸ ѻ(GDP) 3.9% ڸ ϸ ȹ 2.6% پ Ѿ. 1998 ȭ(IMF) ȯ ڱԸ GDP 4.6% ִ.
߾ӡΰ ݵ ƾ ϴ 1100 Ѿ '' ̴.
ȹδ 11 ȸǸ ̷ '2023ȸ迬 꺸' ǡǰߴ. ȸǿ ǰ 꺸 5 ȸ ؾ Ѵ.
̺Ʈ
۳ ä 1 113衦ڻ 181
ä 24393000 (2326) 1133000(4.9%) ߴ. GDP 22363000 Ѿ ̴. ̴ 꺸 ۼ 2011 ȸ迬 ִ Ը.
ä ܾ 596000 ϰ ä 489000 þ鼭.
繫ǥ ä ǿ ߾ӡ ä Ȯä ä Ȯä ջ ̴.
ä ο ġ ȯ ä. ΰ ƾ ϴ ƴ, ϸ ؾ ä Ҽ ̷ δ㵵 Ŀ.
IMF äԱݡäδ Ȯä ϴ ä ϸ Ȯä ʴ´.
۳ Ȯä ⺸ 60(6.6%) þ 9674000 ƴ.
þ ڸ ϱ ä ȭ ܱȯä(ä) ܾ þ. ܱȯä ȯ ѹα ΰ ϰ ϴ ä Ѵ.
ͳݰ
Ȯä ⺸ 533000(3.8%) 14719000 Ÿ. ä 12302000 ⺸ 489000(4.1%) ߴ. 453000 οݵ 36000 þ.
ۿ Ÿ ä(63) ⺸ 1 þ. û Ÿ ä(1787000) 34000 þ.
ڻ Ѿ 30145000 ⺸ 1809000 Ÿ. ̴ οݱ ֽġä 13.6% ϸ鼭 ü ڻ ⺸ 1697000 ̴ֿ.
ο ڻ ⺸ 1383000 ߰ ܱȯ 46000, õõ 44000 ö. ȸݽü 5000, Ϲڻ굵 106000 þ.
ڻ ä ϸ鼭 ڻ(ڻ-ä) 5752000 ߴ. (5076000) 13.3%(676000) ġ.
п
ǰ "ڻ ߰ ο ū ǿ ڻä ϰ ְ װ ڻ ̶ 繫 ü ƴٰ " " () Ǵؾ " ߴ.
ڻ 2018 4432000, 2019 5557000, 2020 5054000, 2021 6707000, 5076000 .
2 1000 ġGDP 50% Ѿ
߾ο ΰ ݵ ƾ ϴ ä(D1) 11267000 2022 1000 Ѿ ̾ ؿ 1 (10674000) 594000 þ 1100 ߴ.
ʶ
GDP ä 50.4% ⺸ 1.0%Ʈ(p) ߴ. GDP ä 50% Ѿ 1998 δ ó̴. ٸ (11344000)ٴ 76000 پ.
߾(10925000) ä 1 591000 þ, δ 92000 ߴ. ðŷ ٸ鼭 ä 52000 ɱ ̴.
ä 1 16000 þ 342000 ȴ. ä 2023~2027 ȹ ġ 6 Ȯȴ.
Ʈ
Ѽ 5739000, 6107000̾. ѼԺ Ŀ鼭 (Ѽ-) 368000 ڸ ´. Ը 1 278000 Ȯƴ. GDP 1.6% 1 1.3%p ߴ.
ȸ强ݼ 503000 ڸ ´. ݺδ ο 484000 Ը Ǵ. 뺸 纸赵 14000, 11000 ڿ п 6000 ڿ.
ȸ强ݼ 87 ڸ ߴ. ⺸ 30 ġ. ΰ ۳ ߴ 582000ٴ 30 þ.
ε Ʈ
츲̸ ϴ ǥ . GDP 3.9% ⺸ 1.3%p پ. ġ(2.6%)ٴ 1.3%p þ.
ǰ "λȸ, Ȱ ġ ϰ ߴ" "ݿ, Ȱؼ Ҹ ּȭϴٺ Ұϰ 3.9% þ ۳ 30 Ը" ߴ.
Ϲȸ 364"ҿ ﴭ ִ "
Ѽ 497 1 77(13.4%) پ. 볻 ȭ 519000 3441000̾ ܼ ⺸ 251000 1529000̾.
߰ŸŻƮ
Ѽ ⺸ 693000(12.4%) 4904000 ƴ. ҿ (96.9%) 6.1%p 90.8% ƴ.
(Ѽ-Ѽ) ̿ 39000 27000̴. δ Ϲȭ 364, Ưȸ 26000̴.
Ϲȸ α 364 ġü ư. ܾ ڱݻȯ .
Ưȸ 26000 Ưȸ ٰ ɿ ش Ưȸ ü Եȴ.
ǰ " ġ ϰ ߴµ ΰ Ҹ ּȭϱ ߴ" " 300 ҿ Ͼ ʵ ִ ϴٺ þ "̶ ߴ.
̾ "ε ü " "Ģ ǵ ε ؼ ֵ ϰڴ" ٿ.
īâ
NH īī ǰ ż ϸ鼭 ǥְ 7 3000 6 9000 ߴ. ű ε ʿ Ȳ̶ ̴.
NH ο ְ濵(CEO) Ӱ üȭ ǡ̶ īī ű Ȯ ü īī ü ̾ ȯ µ Ȳ̶ .
6192 34.4% ϸ鼭 弼 ȿ ô. Ʈ ̾鼭 弼 ӵ DZ ̴. Ż īīコɾ ̴. 2023 纸 īīƼ νİ ϱ ȸ ȭ ū ̽ ƴ϶ ߴ.
̳
1б 1 9700 21.1% ϰ, 1212 93.6% þ ̶ м̴. 1332 ص ̴.
īī ο ȸ ջ갡ġ 30 7000 ̶ ġ ȸ ְ ġ ϶ ǥְ ߴ١ ߴ.
̱ ߾ غ ÷̼ ǥ ٽ ̷ ƴ. 뵿ΰ 3 ڸ ̾ ð 10 3 Һڹ ǥ 鼭 ݸϴ ݱ ƴ. ̳ Һڹ ķ ε ְ ߰ äDZݸ 20bp ϴ ҾȰ £.
10 ǰŷҿ S&P 500 ŷϺ 49.27Ʈ, 0.95% 5,160.64 зȰ, ڵ Ϸ 136.28Ʈ, 0.84% ϶ 1 6,170.36 ƴ. ٿ ̳ 422.16Ʈ, 1.09% ̲ 3 8,461.51 ƴ.̱ äݸ 10 ŷϺ 18bp 4.546% ɸ 4.5% ߴ. 2 äݸ 22.6bp ϸ 4.973% ߴ. 2 5% ϴ ݸ ɼ ڻ ȸ ɸ £ Ÿ.
ڴ
극ũٿ 3.8%
뵿豹 3 ̱ Һڹ(CPI) 0.4%, 1 3.5% ߴٰ . Һڹ ġ 0.3% Ұ, 3.2% 3.4% ½ پ ̴. ū ǰ ٿ Һڹ 0.4% ö ġ 0.3% Ѿ. δ 3.8% ӵ .
̳ ǥ ߰ κ ũ ȭߴ. ǰ 0.4%, Ŀ 1.1% ö. ι Ƿ 0.6%, 1.5% Ǵ. ڵ 2.7%, 22.2% پ.
1 2 Һڹ ̾ ְź 0.6%, ü Ӵ(OER) 0.4% ȭ . ũ ȭ ǥ ݱ ݸ 븦 ߴ. īǰŷҰ ġ(FedWatch) 6 ݸ Ȯ 16.7% 1/3丷 . Ʈ̴ 6 82.8% Ȯ ݸ ̾ ִ. 7 ݸ Ȯ 62.3% ġڴ 밡 ũ پ ִ.
ݿϱ ȭ ÷̼ǿ 3 ݸ ɼ ؿ ġ콺 常轺 ڳ̽Ʈ Ͽ콺 並 2 Ϸ Ҵ. ġ콺 ̳ CNBC ͺ信 "÷̼ ȭ ־ ڵ ϶ ð ʿϴ" .
Įڷ Ŀ ݸλ
ȭϴ ÷̼ Ȯ ڵ ຸ ݸ ϰų λ ɼ ϱ ߴ. ۷ι ä ְå "ٽ ݸ ΰ "̶鼭 " åݸ ϴ µ ް ִ" ߴ. ݸϰ Ǵ ķ ̷ Ϳ Ը ״.
ӽ 繫 TV ͺ信 " ھ(ü ְź, ǰ, ÷̼) "鼭 "ݸλ ɰϰ " ߴ.
̹ ̷ ÷̼ ȭ ӵ Դ. θ ΰ 5 "ٽ ũ ÷̼ ƴϴ" "÷̼ üǾ θ ȸ ϴ ϴ" ߴ. ΰ ̷ "ݸϸ ϱ ʹ ̸" .
Ʈ
̼ ̻ īī ̴Ͼ ÷̼ ü ݸ ϱ ƴٴ , Ŀ ƽ ƲŸ 絵 " ſ ߰ ݸϰ ־ ִ" ߴ.
λ ̷ ð ̳ 3 ȸ(FOMC) ǻϿ ״ 巯. ǻϿ " ÷̼ ȮǼ ֱ ǥ 2% ÷̼ ϶ Ȯ ϴ ߴ" ִ.
Һڹ ̵ ɵ ﰢ ǰ "÷̼ ְ 60% ϶ Ҵ" . ̾ "ְź ķǰ "鼭 "200 ä ȹ"̶ ߴ. Ÿӽ "߰ſ ÷̼ ̵翡 ְ ִ" ߰, ƮƮ "̱ε Ȱ Ҹ ϸ鼭 뼱 7 ڵ 1Ⱓ ÷̼ ߸ ִٰ Ѵ" ߴ"
Ʈ
äDZݸ ݸ Ȯ ̳ , ü ϶ ε巯. KBW Ϸ 5.01% ߴ. US ְ 4.35%, PNC̳ 3.95%, ̳ 4.88% ֵ ū .
JP&üν 0.85% Ȱ, ä ũƸī 2.86% 4 ߴ. ð ȭ ε 䰡 پ ִٴ δ D.Rȣư 6.39% Ȱ, 5.76%, ǮƼ쵵 5.19% ϶ߴ. ǰ Ȩ 3% ϶ߴ.
ȣ
þ..̶ ø
̱ û 584跲 240 跲 Ѿ. ֹ 70 跲 þ, ⷮ 270 跲 ߴ. ū 17 跲 37 7õ 跲 Һ پ.
ŷҿ ̳ ػ罺 Ʋ° ϶ , ȵ ߴ. ״ ڸ ο ̱ ̶ ɼ ϰ ִٰ ߴ.
̶ ø ٸũ ġ ̻ ̽ Դ. ̽ Ȥ ǥ ̶ Ǵ 븮 ̻ . ش ̽ ܹ X( Ʈ) "̶ ڱ 信 ϸ ̿ ̶ ϰڴ" Ȯ ߴ. ߵ Ȯϸ鼭 ػ罺 ŷϺ 1.14% 跲 86.2 ߴ.
Ʈ̿
̱ Һڹ(CPI) ġ ȸϸ Ʈ ߴ.
Ʈ CPI 67000 зȴ. ݰ 밨 Ծ 7 ȸߴ.
CPI ũ ȯ Ƣ鼭 ġ̾ 43ϸ ġ ߴ. ȭ ǥõ Ʈ ǥõ Ʈκ ̸鼭 Ҵ ġ̾ پ.
11 θĸ Ʈ 1 24ð 2.74% 7824 ŷǰ ִ.
Ʈ 21 CPI ǥ ϸ鼭 ܼ 67000 зȴ. ϶ ȸϸ鼭 7 뿡 ӹ ִ.
ٰ ݰ 밨 Ʈ ȸ ̲ δ. ݰ Ʈ ä پ Ѵ. ä ι ٴ ̱ ϴ.
ָ ̱ Һڹ ̴. Ʈ ΰ ڻ̾ ݸ ũ ޱ ̴.
뵿δ 3 ̱ Һڹ(CPI) 3.5% ߴٰ 10(ð) .
̴ 9(3.7%) 6 ġ. 2 Һڹ(CPI) (3.2%) ũ ٿ ġ(3.4%) Ҵ.
̿ ݸϿ 밨 . īǰŷ(CME) ġ ݸ ڵ ̳ 6 ݸ Ȯ 80% ̻ ݿߴ. Ȯ 40%뿴.
CPIũ ä ݸ Ƣ鼭 ȯ ġ̾ 43ϸ .
ȯ 1365 , 1 5 ִġ ߴ. CPI ǥ 4.34% ߴ ̱ä 10 ݸ 4.54% , ȭå ΰ 2 ݸ Ⱓ 4.72% 4.973% ߴ.
̳
ġ̾ ؿܽ Ʈ ̸ Ѵ.
Ʈ ִµ ȭ ϸ ȭ ǥõ Ʈ °Ͱ .
ֱ 6~7% ƴ ġ̾ 43ϸ 4% ߴ.
ڻ忡 簡 . ִԸ Ż߾ȭ ڻ ŷ(DEX) Ͻ(UNI) ̱ ǰŷȸ(SEC)κ Ƽ ұ ̴.
Ƽ SEC ǹ ɼ ϰ Ҹ ǻ簡 ˸ .
SEC ̸ ǥϴ ÷ Ͻҿ ߴٴ ̸ ϰڴٴ ̴. ̹ Ƽ Ͻ ̵ ߰ߴٴ ˷.
Ͻ ̵ ƴ㽺(Hayden Adams) ڽ X( Ʈ) ſ Ǹ ġ ƴϴ. 츮 ̹ ο غ ִ١ ߴ.
ڻ迡 SEC ̴ ȭ ۾ ִ. |
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