{"id":4244,"date":"2025-12-07T09:05:39","date_gmt":"2025-12-07T00:05:39","guid":{"rendered":"https:\/\/readtrends.com\/ko\/fomc-oracle-broadcom\/"},"modified":"2025-12-07T09:05:39","modified_gmt":"2025-12-07T00:05:39","slug":"fomc-oracle-broadcom","status":"publish","type":"post","link":"https:\/\/readtrends.com\/ko\/fomc-oracle-broadcom\/","title":{"rendered":"[\ub274\uc695\uc99d\uc2dc \uc8fc\uac04\uc804\ub9dd] \ucd5c\ub300 \uc774\ubca4\ud2b8 FOMC\uc5d0 &#8216;\ucd09\uac01&#8217;&#8230;\uc624\ub77c\ud074\u00b7\ube0c\ub85c\ub4dc\ucef4 \uc2e4\uc801 \ubc1c\ud45c\ub3c4 \uc788\uc5b4 &#8211; \uae00\ub85c\ubc8c\uc774\ucf54\ub178\ubbf9"},"content":{"rendered":"<article>\n<h2>\ud575\uc2ec \uc694\uc57d<\/h2>\n<p>\uc774\ubc88 \uc8fc(\ud604\uc9c0\uc2dc\uac01 12\uc6d4 9~11\uc77c) \ub274\uc695\uc99d\uc2dc\ub294 \uc5f0\uc900\uc758 \uc5f0\ub9d0 FOMC(12\uc6d4 9~10\uc77c) \ud68c\uc758\uc640 10~11\uc77c \uc608\uc815\ub41c \uc624\ub77c\ud074\u00b7\uc2dc\ub189\uc2dc\uc2a4\u00b7\ube0c\ub85c\ub4dc\ucef4 \uc2e4\uc801 \ubc1c\ud45c\ub97c \uc911\uc2ec\uc73c\ub85c \uc6c0\uc9c1\uc77c \uc804\ub9dd\uc774\ub2e4. \uc2dc\uc7a5\uc740 \ucd94\uac00 \uae08\ub9ac \uc778\ud558(FF \ubaa9\ud45c\uce58 3.75~4.0%\u21923.50~3.75%)\ub97c \ub192\uc740 \ud655\ub960\ub85c \ubc18\uc601\ud558\uace0 \uc788\uc5b4 \ud30c\uc6d4 \uc758\uc7a5\uc758 \ube0c\ub9ac\ud551 \ud0dc\ub3c4\uac00 \ud5a5\ud6c4 \uc5f0\ub9d0 \ub7a0\ub9ac \uc9c0\uc18d \uc5ec\ubd80\ub97c \uac00\ub97c \ud575\uc2ec \ubcc0\uc218\ub2e4. AI \uad00\ub828 \ub300\ud615\uc8fc\uc758 \uc2e4\uc801\uc740 \ubc38\ub958\uc5d0\uc774\uc158 \uc815\ub2f9\uc131 \ub17c\uc7c1\uc5d0 \ub2e4\uc2dc \ubd88\uc744 \ubd99\uc77c \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n<h2>\ud575\uc2ec \uc0ac\uc2e4<\/h2>\n<ul>\n<li>\ubbf8 \uc5f0\uc900(Fed)\uc740 12\uc6d4 9~10\uc77c FOMC \uc815\ub840\ud68c\uc758\ub97c \uac1c\ucd5c\ud55c\ub2e4; \ud68c\uc758 \uc9c1\ud6c4\uc778 10\uc77c(\ud604\uc9c0\uc2dc\uac01) \uae30\uc790\ud68c\uacac\uc774 \uc608\uc815\ub3fc \uc788\ub2e4.<\/li>\n<li>CME \ud398\ub4dc\uc6cc\uce58 \uae30\uc900 \uc2dc\uc7a5\uc740 \uc774\ubc88 \ud68c\uc758\uc5d0\uc11c \uae30\uc900\uae08\ub9ac\uac00 3.75~4.00%\uc5d0\uc11c 3.50~3.75%\ub85c \uc778\ud558\ub420 \ud655\ub960\uc744 86.2%\ub85c \uc0b0\uc815\ud558\uace0 \uc788\ub2e4.<\/li>\n<li>\uc8fc\uc694 \uc2e4\uc801 \uc77c\uc815: 12\uc6d4 10\uc77c \uc624\ub77c\ud074(Oracle)\u00b7\uc2dc\ub189\uc2dc\uc2a4(Synopsys), 12\uc6d4 11\uc77c \ube0c\ub85c\ub4dc\ucef4(Broadcom) \uc2e4\uc801 \ubc1c\ud45c\uac00 \uc608\uc815\ub3fc \uc788\ub2e4.<\/li>\n<li>\uc5f0\uc900\uc740 9\uc6d4\u00b710\uc6d4\uc5d0 \uac01\uac01 0.25%\ud3ec\uc778\ud2b8(25bp)\uc529 \uae30\uc900\uae08\ub9ac\ub97c \uc778\ud558\ud55c \ubc14 \uc788\uc73c\uba70, \uc774\ubc88\uc774 \uc5f0\uc18d \uc138 \ubc88\uc9f8 \uc778\ud558\uac00 \ub420 \uac00\ub2a5\uc131\uc774 \uc81c\uae30\ub41c\ub2e4.<\/li>\n<li>\uc5d4\ube44\ub514\uc544(Nvidia)\ub294 \uc2dc\ub189\uc2dc\uc2a4\uc640\uc758 \uc804\ub7b5\uc801 \uc81c\ud734 \uad00\ub828 \ud22c\uc790\ub85c 20\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uc5b8\uae09\uc774 \uc788\uc5c8\ub2e4(\uae30\uc5c5 \ubc1c\ud45c \uae30\uc900).<\/li>\n<li>\uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc740 \uae08\ub9ac \uc778\ud558\uac00 \uc774\ubbf8 \uc8fc\uac00\uc5d0 \uc120\ubc18\uc601\ub41c \ub9cc\ud07c \ub3d9\uacb0 \uc2dc \ucda9\uaca9\uc774 \ud074 \uac83\uc73c\ub85c \uc6b0\ub824\ud558\uace0 \uc788\ub2e4.<\/li>\n<li>\ud30c\uc6d4 \uc758\uc7a5\uc758 \uc784\uae30\ub294 \ub0b4\ub144 5\uc6d4 \uc885\ub8cc \uc608\uc815\uc774\uba70, \ud6c4\uc784 \ud6c4\ubcf4\ub85c \ucf00\ube48 \ud574\uc2ef(\ubc31\uc545\uad00 \uad6d\uac00\uacbd\uc81c\uc704\uc6d0\ud68c \uc704\uc6d0\uc7a5) \ub4f1\uc774 \uac70\ub860\ub418\uace0 \uc788\ub2e4.<\/li>\n<\/ul>\n<h2>\uc0ac\uac74 \ubc30\uacbd<\/h2>\n<p>\ubbf8\uad6d \uacbd\uc81c\ub294 \ucd5c\uadfc \ubb3c\uac00 \uc0c1\uc2b9(\uc778\ud50c\ub808\uc774\uc158) \ub454\ud654\uc640 \ub178\ub3d9\uc2dc\uc7a5 \uc644\ud654 \uc2e0\ud638\uac00 \uc11e\uc778 \ubaa8\uc2b5\uc744 \ubcf4\uc774\uace0 \uc788\ub2e4. \uc5f0\uc900\uc740 2024~2025\ub144 \uc778\ud50c\ub808\uc774\uc158\uacfc \uace0\uc6a9 \uc9c0\ud45c \ubcc0\ud654\ub97c \uc8fc\uc2dc\ud558\uba70 \ud1b5\ud654\uc815\ucc45\uc744 \uc870\uc815\ud574\uc654\uace0, \uadf8 \uacb0\uacfc \uc62c\ud574 \ud558\ubc18\uae30\ubd80\ud130 \uae08\ub9ac \uc778\ud558 \uae30\uc870\ub85c \uc120\ud68c\ud588\ub2e4. 9\uc6d4\uacfc 10\uc6d4 \uc5f0\uc18d 25bp \uc778\ud558 \uc774\ud6c4 \uc2dc\uc7a5\uc740 \ucd94\uac00 \uc778\ud558\ub97c \uae30\uc815\uc0ac\uc2e4\ud654\ud588\uc9c0\ub9cc, \uc5f0\uc900\uc758 \ucd5c\uc885 \ud310\ub2e8\uc740 \uc5ec\uc804\ud788 \ub370\uc774\ud130\uc5d0 \uc88c\uc6b0\ub420 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n<p>\ud55c\ud3b8 AI(\uc778\uacf5\uc9c0\ub2a5) \uad00\ub828 \uae30\uc220\u00b7\uc11c\ube44\uc2a4 \uae30\uc5c5\uc758 \uac00\uce58\ud3c9\uac00\uac00 \uc62c\ud574 \uc99d\uc2dc\ub97c \uacac\uc778\ud558\uba74\uc11c, &#8216;AI \ubc84\ube14&#8217; \ub17c\uc7c1\uc774 \uc2ec\ud654\ub410\ub2e4. \uc5d4\ube44\ub514\uc544 \ub4f1 \ud558\ub4dc\uc6e8\uc5b4 \uc911\uc2ec \uae30\uc5c5\uc740 \ub9e4\ucd9c\u00b7\uc774\uc775 \uc99d\uac00\ub85c \ud22c\uc790\uc790\uc758 \uc2e0\ub8b0\ub97c \uc5bb\uc5c8\uc9c0\ub9cc, \uc18c\ud504\ud2b8\uc6e8\uc5b4\u00b7\uc194\ub8e8\uc158 \uc5c5\uccb4\ub4e4\uc740 \ub300\uaddc\ubaa8 \ud22c\uc790\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc989\uac01\uc801\uc778 \uc218\uc775\uc131 \uac1c\uc120\uc744 \ubcf4\uc5ec\uc8fc\uc9c0 \ubabb\ud574 \ubc38\ub958\uc5d0\uc774\uc158\uc5d0 \ub300\ud55c \uc774\uacac\uc774 \uc874\uc7ac\ud55c\ub2e4. \uc774\ubc88 \uc8fc \uc2e4\uc801 \ubc1c\ud45c\ub294 \uc774\ub7ec\ud55c \ub17c\uc7c1\uc5d0 \uc911\uc694\ud55c \uc815\ubcf4\ub97c \uc81c\uacf5\ud560 \uc804\ub9dd\uc774\ub2e4.<\/p>\n<h2>\uc8fc\uc694 \uc0ac\uac74<\/h2>\n<p>\uccab\uc9f8, 12\uc6d4 9~10\uc77c \uc608\uc815\ub41c FOMC \ud68c\uc758\ub294 \uae08\ub9ac \uc778\ud558 \uc5ec\ubd80\ubfd0 \uc544\ub2c8\ub77c \ud5a5\ud6c4 \ud1b5\ud654\uc815\ucc45 \uacbd\ub85c(\uc810\ub3c4\ud45c\u00b7\uc81c\ub86c \ud30c\uc6d4 \ube0c\ub9ac\ud551)\uc5d0\uc11c \uc2dc\uc7a5\uc758 \ubc29\ud5a5\uc131\uc744 \uc88c\uc6b0\ud560 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \uc2dc\uc7a5\uc740 \uc774\ubc88 \ud68c\uc758\uc5d0\uc11c 25bp \uc778\ud558\ub97c \uae30\ub300\ud558\uc9c0\ub9cc, \ud30c\uc6d4\uc758 \uc5b8\uae09\uc774 \ub9e4\ud30c\uc801\uc774\ub77c\uba74 \ub2e8\uae30 \ucda9\uaca9\uc774 \ubc1c\uc0dd\ud560 \uc218 \uc788\ub2e4.<\/p>\n<p>\ub458\uc9f8, 12\uc6d4 10\uc77c \uc2e4\uc801 \ubc1c\ud45c\uc5d0\uc11c\ub294 \uc624\ub77c\ud074\uacfc \uc2dc\ub189\uc2dc\uc2a4\uc758 \ubd84\uae30 \uc2e4\uc801\uacfc \ud5a5\ud6c4 AI \ud22c\uc790 \uacc4\ud68d\uc774 \uc8fc\ubaa9\ub41c\ub2e4. \uc624\ub77c\ud074\uc740 \ud074\ub77c\uc6b0\ub4dc\u00b7\uae30\uc5c5\uc6a9 AI \uc194\ub8e8\uc158\uc744 \ud1b5\ud574 \uc131\uc7a5\uc138\ub97c \ubcf4\uc600\ub2e4\ub294 \ud3c9\uac00\ub97c \ubc1b\uc9c0\ub9cc, \uc218\uc775\uc131 \uad6c\uc870\uc640 \ud22c\uc790 \ud68c\uc218 \uc2dc\uc810\uc5d0 \ub300\ud55c \ud22c\uc790\uc790 \uc9c8\ubb38\uc774 \uc608\uc0c1\ub41c\ub2e4. \uc2dc\ub189\uc2dc\uc2a4\ub294 \uc5d4\ube44\ub514\uc544\uc640\uc758 \ud611\ub825\u00b7\ud22c\uc790 \uc774\uc288\uac00 \ud22c\uc790\uc2ec\ub9ac\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\ub2e4.<\/p>\n<p>\uc14b\uc9f8, 12\uc6d4 11\uc77c \ube0c\ub85c\ub4dc\ucef4 \uc2e4\uc801\uc740 \ub9de\ucda4\ud615 \ubc18\ub3c4\uccb4(\ud2b9\ud788 TPU \uad00\ub828 \uc0ac\uc5c5 \ud30c\ud2b8\ub108\uc2ed) \uc218\uc775\uc131 \ubc0f \uace0\uac1d \uc218\uc694\uc5d0 \ub300\ud55c \uc2dc\uadf8\ub110\uc744 \uc904 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4. \ube0c\ub85c\ub4dc\ucef4\uc740 \ub370\uc774\ud130\uc13c\ud130\uc6a9 \uce69\uacfc \ud1b5\uc2e0\uc6a9 \ubc18\ub3c4\uccb4\uc5d0\uc11c \uc911\uc694\ud55c \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc5b4 \uc2e4\uc801\uc774 AI \uad00\ub828 \ud558\ub4dc\uc6e8\uc5b4 \uc218\uc694\uc758 \uac15\ub3c4\ub97c \uac00\ub2a0\ud558\ub294 \uc9c0\ud45c\uac00 \ub420 \uac83\uc774\ub2e4.<\/p>\n<h2>\ubd84\uc11d \ubc0f \uc758\ubbf8<\/h2>\n<p>\uc5f0\uc900\uc758 \uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc774 \ub192\uc740 \uac83\uc73c\ub85c \uc2dc\uc7a5\uc774 \ubc18\uc751\ud55c \uc0c1\ud669\uc5d0\uc11c \uc2e4\uc81c \uc778\ud558\uac00 \ub098\uc624\uba74 \ub2e8\uae30\uc801\uc73c\ub85c \uae0d\uc815\uc801 &#8216;\ub9ac\uc2a4\ud06c \uc628&#8217; \ud6a8\uacfc\uac00 \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4. \ub2e4\ub9cc \uc774\ub7ec\ud55c \uae30\ub300\ub294 \uc774\ubbf8 \uc8fc\uac00\uc5d0 \uc120\ubc18\uc601\ub41c \uc0c1\ud0dc\uc5ec\uc11c \uc2e4\uc9c8\uc801\uc778 \ucd94\uac00 \uc0c1\uc2b9 \ub3d9\ub825\uc740 \ud30c\uc6d4\uc758 \ud5a5\ud6c4 \uc815\ucc45 \uae30\uc870 \uc124\uba85(\ube0c\ub9ac\ud551)\uacfc \uacbd\uc81c\uc9c0\ud45c\uc758 \uc9c0\uc18d\uc131\uc5d0 \ub2ec\ub824 \uc788\ub2e4.<\/p>\n<p>\ud30c\uc6d4 \uc758\uc7a5\uc774 \ube0c\ub9ac\ud551\uc5d0\uc11c \ud5a5\ud6c4 \ucd94\uac00 \uc778\ud558 \uc5ec\uc9c0\ub97c \uc5f4\uc5b4\ub450\ub294 \ube44\ub458\uae30\uc801 \uba54\uc2dc\uc9c0\ub97c \ub0b4\ub193\uc73c\uba74 AI\u00b7\uae30\uc220\uc8fc \uc911\uc2ec\uc758 \ub7a0\ub9ac\uac00 \uc5f0\uc7a5\ub420 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \ubc18\ub300\ub85c \ub9e4\ud30c\uc801 \uc5b8\uae09\uc73c\ub85c &#8216;\uc774\ubc88 \uc778\ud558\ub85c \uc18c\uac15&#8217;\uc774\ub77c\ub294 \uc2e0\ud638\ub97c \ubcf4\ub0b8\ub2e4\uba74 \ub2e8\uae30 \ubcc0\ub3d9\uc131\uc774 \ud655\ub300\ub420 \uc218 \uc788\uace0, \ud2b9\ud788 \ubc38\ub958\uc5d0\uc774\uc158\uc774 \ub192\uc740 AI \uad00\ub828 \uc885\ubaa9\uc5d0 \uc870\uc815\uc774 \ub098\ud0c0\ub0a0 \uc218 \uc788\ub2e4.<\/p>\n<p>\uae30\uc5c5 \uc2e4\uc801 \uce21\uba74\uc5d0\uc11c\ub294 \uc624\ub77c\ud074\uacfc \ube0c\ub85c\ub4dc\ucef4\uc758 \ucc28\ubcc4\ud654\uac00 \uad00\ucc30\ub420 \uc804\ub9dd\uc774\ub2e4. \ud558\ub4dc\uc6e8\uc5b4\u00b7\ubc18\ub3c4\uccb4 \uc911\uc2ec \uc5c5\uccb4\ub294 \uacf5\uae09\ub9dd\u00b7\uae30\uc5c5 \uc218\uc694 \ud68c\ubcf5 \uc5ec\ubd80\uc5d0 \ub530\ub77c \uc2e4\uc801\uc774 \ud655\uc778\ub418\ub294 \ubc18\uba74, \ud074\ub77c\uc6b0\ub4dc\u00b7AI \uc194\ub8e8\uc158 \uc81c\uacf5\uc5c5\uccb4\ub294 \uc7a5\uae30\uc801 \uc218\uc775\uc131 \uc804\ud658 \uc2dc\uc810\uacfc \ube44\uc6a9 \uad6c\uc870 \ud22c\uba85\uc131\uc5d0 \ub300\ud55c \uc2dc\uc7a5\uc758 \ucd94\uac00 \uac80\uc99d\uc744 \ubc1b\uac8c \ub41c\ub2e4. \uc774 \uacfc\uc815\uc740 AI \ubc38\ub958\uc5d0\uc774\uc158 \ub17c\uc7c1\uc758 \uc2e4\uc9c8\uc801 \uc7ac\ud3c9\uac00\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n<h2>\ube44\uad50 \ubc0f \ub370\uc774\ud130<\/h2>\n<figure>\n<table>\n<thead>\n<tr>\n<th>\ud56d\ubaa9<\/th>\n<th>\ud604\uc7ac(\ud68c\uc758 \uc9c1\uc804)<\/th>\n<th>\uc2dc\uc7a5 \uae30\ub300(\ud398\ub4dc\uc6cc\uce58)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>FF \ubaa9\ud45c(%)<\/td>\n<td>3.75\u20134.00<\/td>\n<td>3.50\u20133.75<\/td>\n<\/tr>\n<tr>\n<td>CME \ud398\ub4dc\uc6cc\uce58 \ud655\ub960<\/td>\n<td>\u2014<\/td>\n<td>\uc778\ud558 \uac00\ub2a5\uc131 86.2%<\/td>\n<\/tr>\n<tr>\n<td>\ucd5c\uadfc \uc778\ud558 \uc774\ub825<\/td>\n<td>9\uc6d4\u00b710\uc6d4 \uac01 25bp \uc778\ud558<\/td>\n<td>\uc5f0\uc18d \uc778\ud558 \uac00\ub2a5\uc131<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>\uc704 \ud45c\ub294 \uc5f0\uc900\uc758 \uc815\ucc45 \uae08\ub9ac \ubc94\uc704\uc640 \uc2dc\uc7a5\uc774 \uae30\ub300\ud558\ub294 \uc989\uc2dc\uc801 \ubcc0\ud654 \ud655\ub960\uc744 \ube44\uad50\ud55c \uac83\uc774\ub2e4. \uc2dc\uc7a5\uc774 \ub192\uc740 \uc778\ud558 \ud655\ub960\uc744 \ubc18\uc601\ud55c \ub9cc\ud07c, \uc2e4\ubb3c\uc9c0\ud45c \ubcc0\ud654\ub098 \ud30c\uc6d4\uc758 \ube0c\ub9ac\ud551 \ud1a4\uc774 \ud5a5\ud6c4 \ubc29\ud5a5\uc131\uc744 \ud06c\uac8c \uc88c\uc6b0\ud560 \uc218 \uc788\ub2e4.<\/p>\n<h2>\ubc18\uc751 \ubc0f \uc778\uc6a9<\/h2>\n<p>\uc5f0\uc900 \ud68c\uc758\uc640 \uae30\uc5c5 \uc2e4\uc801\uc744 \uc55e\ub454 \uc2dc\uc7a5 \uad00\uacc4\uc790\ub4e4\uc758 \ubc18\uc751\uc740 \uc5c7\uac08\ub9b0\ub2e4. \uc544\ub798 \uc778\uc6a9\uc740 \ubc1c\ud45c\ub098 \uc778\ud130\ubdf0\uc758 \ud575\uc2ec\uc744 \uac04\uacb0\ud788 \uc7ac\uad6c\uc131\ud55c \uac83\uc774\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\uae08\ub9ac \uc778\ud558 \uae30\ub300\uac00 \uc774\ubbf8 \uc8fc\uac00\uc5d0 \uc0c1\ub2f9 \ubd80\ubd84 \ubc18\uc601\ub3fc \uc788\uc5b4 \ucd94\uac00 \uc0c1\uc2b9 \uc5ec\uc9c0\ub294 \uc81c\ud55c\uc801\uc77c \uc218 \uc788\ub2e4.&#8221;<\/p>\n<p><cite>\uc2dc\uc7a5 \uc804\ub7b5\uac00(\uae08\uc735\ud68c\uc0ac)<\/cite><\/p><\/blockquote>\n<p>\uc774 \ubc1c\uc5b8\uc740 \uc2dc\uc7a5\uc774 \uc120\ubc18\uc601(pricing-in) \uc0c1\ud0dc\uc5d0 \uc788\uc74c\uc744 \uc9c0\uc801\ud558\uba70, \uc2e4\uc9c8\uc801 \ubaa8\uba58\ud140\uc740 \uc5f0\uc900\uc758 \ube0c\ub9ac\ud551\u00b7\uae30\uc5c5 \uc2e4\uc801\uc758 \uad6c\uccb4\uc801 \uac00\uc774\ub358\uc2a4\uc5d0\uc11c \ub098\uc62c \uac83\uc774\ub77c\ub294 \ub9e5\ub77d\uc744 \ub2f4\uace0 \uc788\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\uc624\ub77c\ud074\uacfc \ube0c\ub85c\ub4dc\ucef4\uc758 \ubd84\uae30 \uc2e4\uc801\uc740 AI \uad00\ub828 \ubc38\ub958\uc5d0\uc774\uc158 \ub17c\uc7c1\uc744 \ub2e4\uc2dc \ucd09\ubc1c\ud560 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.&#8221;<\/p>\n<p><cite>\ud14c\ud06c \uc139\ud130 \uc560\ub110\ub9ac\uc2a4\ud2b8<\/cite><\/p><\/blockquote>\n<p>\ud574\ub2f9 \ubd84\uc11d\uac00\ub294 \uc624\ub77c\ud074\uc758 \uc218\uc775\uc131 \uc804\ud658 \uc2e0\ud638 \ub610\ub294 \ube0c\ub85c\ub4dc\ucef4\uc758 \uc218\uc694 \ud655\uc778\uc774 \ud22c\uc790\uc790\ub4e4\uc758 AI \ud22c\uc790 \uc2ec\ub9ac\ub97c \uc7ac\ud3c9\uac00\ud558\uac8c \ub9cc\ub4e4 \uac83\uc774\ub77c\uace0 \uc124\uba85\ud588\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\ud22c\uc790\uc790\ub294 \uc5f0\uc900\uc758 \uc911\uc7a5\uae30 \uae30\uc870\uc5d0 \ub300\ud55c \ud30c\uc6d4 \uc758\uc7a5\uc758 \uc124\uba85\uc744 \uc8fc\uc758 \uae4a\uac8c \ub4e4\uc744 \uac83\uc774\ub2e4.&#8221;<\/p>\n<p><cite>\uacbd\uc81c \uc804\ubb38 \uce7c\ub7fc\ub2c8\uc2a4\ud2b8<\/cite><\/p><\/blockquote>\n<p>\uc774 \ucf54\uba58\ud2b8\ub294 \ub2e8\uae30\uc801 \uae08\ub9ac \uc870\uce58\ubcf4\ub2e4 \ud30c\uc6d4\uc758 \uc911\uc7a5\uae30 \uc815\ucc45 \uc2a4\ud0e0\uc2a4\uac00 \ub354 \ud070 \uc2dc\uc7a5 \uc601\ud5a5\ub825\uc744 \uac00\uc9c4\ub2e4\ub294 \uc810\uc744 \uc694\uc57d\ud55c\ub2e4.<\/p>\n<aside>\n<details>\n<summary>\uc6a9\uc5b4\/\ubc29\ubc95\ub860<\/summary>\n<p>FOMC\ub294 \uc5f0\ubc29\uacf5\uac1c\uc2dc\uc7a5\uc704\uc6d0\ud68c\ub85c, \uc5f0\uc900\uc758 \uae30\uc900\uae08\ub9ac \uacb0\uc815\uacfc \ud1b5\ud654\uc815\ucc45 \ubc29\ud5a5\uc744 \uc815\ud558\ub294 \uae30\uad6c\ub2e4. \uc5f0\ubc29\uae30\uae08(FF) \uae08\ub9ac \ubaa9\ud45c\ub294 \uc740\ud589 \uac04 \ucd08\ub2e8\uae30 \ub300\ucd9c \uae08\ub9ac\uc758 \ubaa9\ud45c \ubc94\uc704\ub97c \uc758\ubbf8\ud558\uba70, \uc2dc\uc7a5\uae08\ub9ac\uc640 \uae08\uc735\uc870\uac74\uc5d0 \uc9c1\uc811\uc801 \uc601\ud5a5\uc744 \uc900\ub2e4. CME \ud398\ub4dc\uc6cc\uce58 \ud234\uc740 \uc120\ubb3c\uc2dc\uc7a5 \uac00\uaca9\uc744 \uae30\ubc18\uc73c\ub85c \uc5f0\uc900\uc758 \uae08\ub9ac \uacb0\uc815 \ud655\ub960\uc744 \uc0b0\ucd9c\ud574 \uc2dc\uc7a5\uc758 \uae30\ub300\ub97c \uc218\uce58\ud654\ud55c\ub2e4. \uae30\uc5c5 \uc2e4\uc801 \ubc1c\ud45c(earnings)\ub294 \ub9e4\ucd9c\u00b7\uc601\uc5c5\uc774\uc775\u00b7\uac00\uc774\ub358\uc2a4 \ub4f1\uc73c\ub85c \uad6c\uc131\ub418\uba70, \ud2b9\ud788 AI \uad00\ub828 \ud22c\uc790\uc640 \uc218\uc775\uc131 \uc804\ud658 \uc2dc\uc810\uc774 \ud22c\uc790\uc790 \uad00\uc2ec\uc0ac\ub2e4.<\/p>\n<\/details>\n<\/aside>\n<h2>\ubd88\ud655\uc2e4\ud55c \ubd80\ubd84<\/h2>\n<ul>\n<li>\ud30c\uc6d4 \uc758\uc7a5\uc774 \ube0c\ub9ac\ud551\uc5d0\uc11c \ud5a5\ud6c4 \ucd94\uac00 \uc778\ud558 \uc2e0\ud638\ub97c \uc5b4\ub290 \uc815\ub3c4\ub85c, \uc5b4\ub5a4 \ud45c\ud604\uc73c\ub85c \uc804\ub2ec\ud560\uc9c0\ub294 \uc544\uc9c1 \ud655\uc778\ub418\uc9c0 \uc54a\uc558\ub2e4.<\/li>\n<li>\uc624\ub77c\ud074\u00b7\uc2dc\ub189\uc2dc\uc2a4\u00b7\ube0c\ub85c\ub4dc\ucef4\uc758 \ubd84\uae30 \ub0b4 AI \uad00\ub828 \uc218\uc775\uc131 \uac1c\uc120 \uc2dc\uc810\uacfc \uad6c\uccb4\uc801 \uc218\uce58\uac00 \uc2e4\uc801 \ubc1c\ud45c \uc804\uc5d0\ub294 \ubd88\ud655\uc2e4\ud558\ub2e4.<\/li>\n<li>\ucf00\ube48 \ud574\uc2ef \ub4f1 \ucc28\uae30 \uc758\uc7a5 \ud6c4\ubcf4\uad70\uc758 \uc9c0\uba85\u00b7\ud655\uc815 \uc2dc\uc810 \ubc0f \uc815\ucc45 \ubc29\ud5a5 \uc804\ud658 \uc5ec\ubd80\ub294 \ud604\uc7ac\ub85c\uc120 \ubd88\ud655\uc2e4\ud558\ub2e4.<\/li>\n<\/ul>\n<h2>\ucd1d\ud3c9<\/h2>\n<p>\uc774\ubc88 \uc8fc \ub274\uc695\uc99d\uc2dc\ub294 \uc5f0\uc900\uc758 \ub9c8\uc9c0\ub9c9 2025\ub144 FOMC\uc640 AI \uad00\ub828 \ub300\ud615\uc8fc\uc758 \uc2e4\uc801 \ubc1c\ud45c\uac00 \ub9de\ubb3c\ub9ac\uba70 \ubcc0\ub3d9\uc131\uc774 \ucee4\uc9c8 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uae08\ub9ac \uc778\ud558 \uc790\uccb4\ub294 \uc2dc\uc7a5\uc5d0 \ubd80\ubd84\uc801\uc73c\ub85c \uc120\ubc18\uc601\ub410\uc9c0\ub9cc, \ud30c\uc6d4\uc758 \ube0c\ub9ac\ud551 \ud1a4\uacfc \uae30\uc5c5\ub4e4\uc758 \uc2e4\uc801 \uac00\uc774\ub358\uc2a4\uac00 \uc2e4\uc81c \ud22c\uc790\uc2ec\ub9ac\uc758 \u2018\uacb0\uc815\ud0c0\u2019\ub97c \uc81c\uacf5\ud560 \uac83\uc774\ub2e4.<\/p>\n<p>\ud22c\uc790\uc790 \uad00\uc810\uc5d0\uc11c\ub294 (1) \uc815\ucc45 \uacb0\uc815\ubb38 \ubc0f \ud30c\uc6d4 \ube0c\ub9ac\ud551\uc758 \ud45c\ud604\uc744 \uc138\ubc00\ud788 \ud574\uc11d\ud558\uace0, (2) \uc624\ub77c\ud074\u00b7\ube0c\ub85c\ub4dc\ucef4 \ub4f1 \uae30\uc5c5\uc758 \uc218\uc775\uc131\u00b7\uac00\uc774\ub358\uc2a4 \ubcc0\ud654\uc5d0 \uc8fc\ubaa9\ud558\uba70 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub9ac\uc2a4\ud06c \uad00\ub9ac\ub97c \uac15\ud654\ud558\ub294 \uac83\uc774 \uc694\uad6c\ub41c\ub2e4. \ub2e8\uae30\uc801 \uc18c\uc74c\uc774 \ud074 \uc218 \uc788\uc73c\ub098, \uc911\uc7a5\uae30\uc801 \ud310\ub2e8\uc740 \uc5f0\uc900\uc758 \ub370\uc774\ud130 \uc758\uc874\uc801 \uc811\uadfc\uacfc \uae30\uc5c5 \uc2e4\uc801\uc744 \uc885\ud569\ud574 \ub0b4\ub9b4 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n<h2>\ucd9c\ucc98<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.g-enews.com\/article\/Global-Biz\/2025\/12\/202512070310525329be84d87674_1\" target=\"_blank\" rel=\"noopener\">\uae00\ub85c\ubc8c\uc774\ucf54\ub178\ubbf9(\uc5b8\ub860)<\/a><\/li>\n<li><a href=\"https:\/\/www.cmegroup.com\/markets\/interest-rates\/cme-fedwatch-tool.html\" target=\"_blank\" rel=\"noopener\">CME \uadf8\ub8f9 \ud398\ub4dc\uc6cc\uce58(\uc2dc\uc7a5 \ub370\uc774\ud130\/\uae08\uc735\uc2dc\uc7a5 \ub3c4\uad6c)<\/a><\/li>\n<li><a href=\"https:\/\/investor.oracle.com\/\" target=\"_blank\" rel=\"noopener\">Oracle Investor Relations(\uae30\uc5c5 \uacf5\uc2dd)<\/a><\/li>\n<\/ul>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>\ud575\uc2ec \uc694\uc57d \uc774\ubc88 \uc8fc(\ud604\uc9c0\uc2dc\uac01 12\uc6d4 9~11\uc77c) \ub274\uc695\uc99d\uc2dc\ub294 \uc5f0\uc900\uc758 \uc5f0\ub9d0 FOMC(12\uc6d4 9~10\uc77c) \ud68c\uc758\uc640 10~11\uc77c \uc608\uc815\ub41c \uc624\ub77c\ud074\u00b7\uc2dc\ub189\uc2dc\uc2a4\u00b7\ube0c\ub85c\ub4dc\ucef4 \uc2e4\uc801 \ubc1c\ud45c\ub97c \uc911\uc2ec\uc73c\ub85c \uc6c0\uc9c1\uc77c \uc804\ub9dd\uc774\ub2e4. \uc2dc\uc7a5\uc740 \ucd94\uac00 \uae08\ub9ac \uc778\ud558(FF \ubaa9\ud45c\uce58 3.75~4.0%\u21923.50~3.75%)\ub97c \ub192\uc740 \ud655\ub960\ub85c \ubc18\uc601\ud558\uace0 \uc788\uc5b4 \ud30c\uc6d4 \uc758\uc7a5\uc758 \ube0c\ub9ac\ud551 \ud0dc\ub3c4\uac00 \ud5a5\ud6c4 \uc5f0\ub9d0 \ub7a0\ub9ac \uc9c0\uc18d \uc5ec\ubd80\ub97c \uac00\ub97c \ud575\uc2ec \ubcc0\uc218\ub2e4. AI \uad00\ub828 \ub300\ud615\uc8fc\uc758 \uc2e4\uc801\uc740 \ubc38\ub958\uc5d0\uc774\uc158 \uc815\ub2f9\uc131 \ub17c\uc7c1\uc5d0 \ub2e4\uc2dc \ubd88\uc744 \ubd99\uc77c \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \ud575\uc2ec &#8230; <a title=\"[\ub274\uc695\uc99d\uc2dc \uc8fc\uac04\uc804\ub9dd] \ucd5c\ub300 \uc774\ubca4\ud2b8 FOMC\uc5d0 &#8216;\ucd09\uac01&#8217;&#8230;\uc624\ub77c\ud074\u00b7\ube0c\ub85c\ub4dc\ucef4 \uc2e4\uc801 \ubc1c\ud45c\ub3c4 \uc788\uc5b4 &#8211; \uae00\ub85c\ubc8c\uc774\ucf54\ub178\ubbf9\" class=\"read-more\" href=\"https:\/\/readtrends.com\/ko\/fomc-oracle-broadcom\/\" aria-label=\"[\ub274\uc695\uc99d\uc2dc \uc8fc\uac04\uc804\ub9dd] \ucd5c\ub300 \uc774\ubca4\ud2b8 FOMC\uc5d0 &#8216;\ucd09\uac01&#8217;&#8230;\uc624\ub77c\ud074\u00b7\ube0c\ub85c\ub4dc\ucef4 \uc2e4\uc801 \ubc1c\ud45c\ub3c4 \uc788\uc5b4 &#8211; \uae00\ub85c\ubc8c\uc774\ucf54\ub178\ubbf9\uc5d0 \ub300\ud574 \ub354 \uc790\uc138\ud788 \uc54c\uc544\ubcf4\uc138\uc694\">\ub354 \uc77d\uae30<\/a><\/p>\n","protected":false},"author":1,"featured_media":4239,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_title":"FOMC \uc8fc\ubaa9\u2026\uc624\ub77c\ud074\u00b7\ube0c\ub85c\ub4dc\ucef4 \uc2e4\uc801\uc774 \uc5f0\ub9d0 \ub7a0\ub9ac \uac00\ub2a0\uc790 - \uae00\ub85c\ubc8c\uc774\ucf54\ub178\ubbf9","rank_math_description":"\uc774\ubc88 \uc8fc(12\uc6d4 9~11\uc77c) \ub274\uc695\uc99d\uc2dc\ub294 \uc5f0\uc900 FOMC \ud68c\uc758\uc640 \uc624\ub77c\ud074\u00b7\uc2dc\ub189\uc2dc\uc2a4\u00b7\ube0c\ub85c\ub4dc\ucef4 \uc2e4\uc801\uc774 \ud575\uc2ec \ubcc0\uc218\ub2e4. \ud30c\uc6d4\uc758 \ube0c\ub9ac\ud551\uacfc \uae30\uc5c5 \uac00\uc774\ub358\uc2a4\uac00 \uc5f0\ub9d0 \ub7a0\ub9ac \ud5a5\ubc29\uc744 \uacb0\uc815\ud560 \uc804\ub9dd\uc774\ub2e4.","rank_math_focus_keyword":"FOMC,\uc5f0\uc900,\uc624\ub77c\ud074,\ube0c\ub85c\ub4dc\ucef4,\uae08\ub9ac\uc778\ud558,AI","footnotes":""},"categories":[2],"tags":[],"class_list":["post-4244","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-top-stories"],"_links":{"self":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts\/4244","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/comments?post=4244"}],"version-history":[{"count":0,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts\/4244\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media\/4239"}],"wp:attachment":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media?parent=4244"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/categories?post=4244"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/tags?post=4244"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}