{"id":6560,"date":"2026-01-12T00:07:22","date_gmt":"2026-01-11T15:07:22","guid":{"rendered":"https:\/\/readtrends.com\/ko\/kospi-4600-semiconductor-tariffs\/"},"modified":"2026-01-12T00:07:22","modified_gmt":"2026-01-11T15:07:22","slug":"kospi-4600-semiconductor-tariffs","status":"publish","type":"post","link":"https:\/\/readtrends.com\/ko\/kospi-4600-semiconductor-tariffs\/","title":{"rendered":"[\uc99d\uc2dc\uc804\ub9dd\ub300] \ubc18\ub3c4\uccb4 \uacac\uc778\uc5d0 4600\uc120 \ub2e4\uac00\uc120 \ucf54\uc2a4\ud53c\u2026\u7f8e \uad00\uc138 \ud310\uacb0\u00b7\ubb3c\uac00 \uc9c0\ud45c \ubcc0\uc218"},"content":{"rendered":"<article>\n<h2>\ud575\uc2ec \uc694\uc57d<\/h2>\n<p>\ubc18\ub3c4\uccb4 \ub300\ud615\uc8fc \uac15\uc138\uc5d0 \ud798\uc785\uc5b4 \ucf54\uc2a4\ud53c\uac00 4600\uc120\uc5d0 \uadfc\uc811\ud588\ub2e4. \ud55c\uad6d\uac70\ub798\uc18c \uae30\uc900 \uc9c0\ub09c 9\uc77c \uc885\uac00\ub294 4,586.32\ub85c \uc804\uc8fc \ub300\ube44 6.42% \uc0c1\uc2b9\ud588\ub2e4. \uc774\ubc88 \uc8fc\uc5d0\ub294 \ubbf8\uad6d\uc758 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI\u00b713\uc77c)\uc640 \uc0dd\uc0b0\uc790\ubb3c\uac00\uc9c0\uc218(PPI\u00b714\uc77c), \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4 \uad00\ub828 \ubcc0\uc218\uc640 \ud568\uaed8 \ubbf8 \uc5f0\ubc29\ub300\ubc95\uc6d0\uc758 \uad00\uc138 \uad00\ub828 \ud310\uacb0\uc774 \uc911\uc694\ud55c \ubcc0\uc218\uac00 \ub420 \uc804\ub9dd\uc774\ub2e4. \uae08\uc735\ud22c\uc790\uc5c5\uacc4\ub294 \ub2e8\uae30 \uc774\ubca4\ud2b8\ubcf4\ub2e4 \uc2e4\uc801 \uac00\uc2dc\uc131\uc774 \ub192\uc740 \ub300\ud615\uc8fc \uc911\uc2ec \ub300\uc751\uc744 \uad8c\uace0\ud55c\ub2e4.<\/p>\n<h2>\ud575\uc2ec \uc0ac\uc2e4<\/h2>\n<ul>\n<li>\ucf54\uc2a4\ud53c \uc9c0\uc218\ub294 1\uc6d4 9\uc77c \uc885\uac00 4,586.32\ub97c \uae30\ub85d\ud558\uba70 \uc804\uc8fc \ub300\ube44 6.42% \uc0c1\uc2b9\ud588\ub2e4.<\/li>\n<li>\uc0bc\uc131\uc804\uc790\uc758 2025\ub144 4\ubd84\uae30 \uc601\uc5c5\uc774\uc775\uc740 20\uc870\uc6d0\uc73c\ub85c \ubc1c\ud45c\ub418\uc5b4 \uc2dc\uc7a5 \uc2e4\uc801 \uc804\ub9dd\uce58 \uc0c1\ud5a5\uc5d0 \uae30\uc5ec\ud588\ub2e4.<\/li>\n<li>\uc5f0\ub9d0 \uae30\uc900 \ucf54\uc2a4\ud53c \uc804\uccb4 \uc21c\uc774\uc775 \ucee8\uc13c\uc11c\uc2a4\ub294 \uc791\ub144 \ub9d0 309\uc8705,000\uc5b5\uc6d0\uc5d0\uc11c 1\uc6d4 8\uc77c \uae30\uc900 335\uc8709,000\uc5b5\uc6d0\uc73c\ub85c \uc0c1\ud5a5 \uc870\uc815\ub410\ub2e4.<\/li>\n<li>\uadf8\uc911 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4 \ud569\uc0b0 \uc21c\uc774\uc775 \uc804\ub9dd\uce58\ub294 159\uc8709,000\uc5b5\uc6d0\uc73c\ub85c \uc804\uccb4\uc758 47.6%\ub97c \ucc28\uc9c0\ud55c\ub2e4.<\/li>\n<li>\uc2dc\uc7a5 \ud3c9\uade0 12\uac1c\uc6d4 \uc120\ud589 PER\uc740 11.4\ubc30\ub85c, NH\ud22c\uc790\uc99d\uad8c\uc740 \ucd94\uac00 \ubc38\ub958\uc5d0\uc774\uc158 \ub9e4\ub825 \ubd80\uac01 \uac00\ub2a5\uc131\uc744 \uc81c\uc2dc\ud588\ub2e4.<\/li>\n<li>\uc774\ubc88 \uc8fc \uc8fc\uc694 \uc9c0\ud45c\ub85c\ub294 \ubbf8\uad6d \ube44\ub18d\uc5c5 \uace0\uc6a9\ubcf4\uace0\uc11c(\uc608\uc815), CPI(13\uc77c), PPI(14\uc77c)\uc640 \ud55c\uc740 \uae08\uc735\ud1b5\ud654\uc704\uc6d0\ud68c \uc77c\uc815\uc774 \ud3ec\ud568\ub41c\ub2e4.<\/li>\n<li>\ubbf8 \uc5f0\ubc29\ub300\ubc95\uc6d0\uc758 \uad00\uc138 \uad00\ub828 \ud310\uacb0(\uc0c1\ud638\uad00\uc138 \uac74)\uc740 \ud658\uae09\u00b7\ud569\ud5cc\uc131 \uc5ec\ubd80\uc5d0 \ub530\ub77c \uae00\ub85c\ubc8c \uc218\uae09\uacfc \uc7ac\ubb34\uc601\ud5a5\uc744 \uc77c\uc73c\ud0ac \uc218 \uc788\ub294 \ubcc0\uc218\ub85c \uc9c0\ubaa9\ub41c\ub2e4.<\/li>\n<li>\uae30\uad00\ub4e4\uc740 \ubc18\ub3c4\uccb4\u00b7\uc790\ubcf8\uc7ac\u00b7\ud5ec\uc2a4\ucf00\uc5b4\u00b7\uc5d0\ub108\uc9c0\u00b7\uc99d\uad8c \ub4f1 \ud380\ub354\uba58\ud0c8\uacfc \uc678\uad6d\uc778 \uc218\uae09 \ubaa8\uba58\ud140\uc774 \uae0d\uc815\uc801\uc778 \uc5c5\uc885\uc5d0 \uc8fc\ubaa9\ud560 \uac83\uc744 \uad8c\uace0\ud55c\ub2e4.<\/li>\n<\/ul>\n<h2>\uc0ac\uac74 \ubc30\uacbd<\/h2>\n<p>\uc9c0\ub09c\uc8fc \uad6d\ub0b4 \uc99d\uc2dc\ub294 \ubc18\ub3c4\uccb4 \ub300\ud615\uc8fc \uc911\uc2ec\uc758 \ub7a0\ub9ac\uac00 \uc0c8\ud574 \ucd08\uc5d0\ub3c4 \uc774\uc5b4\uc9c0\uba70 \uc9c0\uc218 \uc0c1\uc2b9\uc744 \uc774\ub04c\uc5c8\ub2e4. \ubc18\ub3c4\uccb4 \uc5c5\uc885\uc5d0 \ub300\ud55c &#8216;\uc288\ud37c \uc0ac\uc774\ud074&#8217; \uae30\ub300\uac10\uc774 \ucee4\uc9c0\uba74\uc11c \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc2e4\uc801 \uc804\ub9dd\uce58\uc640 \ubaa9\ud45c\uc8fc\uac00\uac00 \ub3d9\ubc18 \uc0c1\uc2b9\ud588\ub2e4. CES 2026\uc5d0\uc11c \uc820\uc2a8 \ud669 \uc5d4\ube44\ub514\uc544 CEO\uac00 AI \uc218\uc694 \ud655\ub300\uc5d0 \ub530\ub77c \uc804 \uc138\uacc4\uc801\uc73c\ub85c \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\ub2a5\ub825 \ud655\ucda9\uc774 \ud544\uc694\ud558\ub2e4\uace0 \uc5b8\uae09\ud55c \uc810\uc774 \ud22c\uc790\uc2ec\ub9ac\uc5d0 \uae0d\uc815\uc801\uc73c\ub85c \uc791\uc6a9\ud588\ub2e4. \uc774 \uac19\uc740 \uc5c5\uc885 \uc911\uc2ec \ubaa8\uba58\ud140\uc740 \ucf54\uc2a4\ud53c\uc758 \uc2e4\uc801 \uae30\ubc18 \uc7ac\ud3c9\uac00\ub97c \ucd09\uc9c4\ud588\ub2e4.<\/p>\n<p>\uc815\ucc45\u00b7\uac70\uc2dc \ud658\uacbd \uce21\uba74\uc5d0\uc11c\ub294 \ubbf8\uad6d \ubb3c\uac00 \uc9c0\ud45c\uc640 \ud1b5\ud654\uc815\ucc45 \uc2e0\ud638, \uadf8\ub9ac\uace0 \ubb34\uc5ed\u00b7\uad00\uc138 \uc774\uc288\uac00 \ub2e8\uae30 \ubcc0\ub3d9\uc131\uc744 \ud0a4\uc6b8 \uc218 \uc788\ub2e4. \ud2b9\ud788 \ubbf8\uad6d\uc758 CPI\u00b7PPI\ub294 \uc5f0\uc900\uc758 \ud5a5\ud6c4 \uae08\ub9ac \uae30\uc870\ub97c \uac00\ub2a0\ud560 \uc218 \uc788\ub294 \ud575\uc2ec \ub370\uc774\ud130\ub85c \uc5ec\uaca8\uc9c4\ub2e4. \ub610 \ubbf8 \uc5f0\ubc29\ub300\ubc95\uc6d0\uc774 \ub2e4\ub8e8\ub294 \uad00\uc138 \uad00\ub828 \uc0ac\uac74\uc740 \uad00\uc138\uc758 \ud569\ud5cc\uc131 \ubc0f \ud658\uae09 \uc5ec\ubd80\ub97c \ud3ec\ud568\ud574 \uae30\uc5c5 \uc2e4\uc801\uacfc \ubbf8\uad6d \uc815\ubd80 \uc7ac\uc815\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc18c\uc9c0\uac00 \uc788\ub2e4. \uad6d\ub0b4 \ud22c\uc790\uc790\ub4e4\uc740 \uc774\ub4e4 \uc774\ubca4\ud2b8\ub97c \uc8fc\uc2dc\ud558\uba70 \ud3ec\uc9c0\uc158\uc744 \uc870\uc815\ud558\uace0 \uc788\ub2e4.<\/p>\n<h2>\uc8fc\uc694 \uc0ac\uac74 \uc804\uac1c<\/h2>\n<p>\ud55c\uad6d\uac70\ub798\uc18c \uc9d1\uacc4\uc5d0\uc11c 1\uc6d4 9\uc77c \ucf54\uc2a4\ud53c\ub294 \uc8fc\uac04 \uae30\uc900 6.42% \uae09\ub4f1\ud558\uba70 4,586.32\ub85c \ub9c8\uac10\ud588\ub2e4. \ubc18\ub3c4\uccb4 \ub300\ud615\uc8fc\uac00 \uc0c1\uc2b9\uc138\ub97c \uc8fc\ub3c4\ud588\uace0, \ud2b9\ud788 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc2e4\uc801 \uae30\ub300\uce58 \uc0c1\ud5a5\uc774 \uc9c0\uc218 \uc0c1\uc2b9\uc758 \ud575\uc2ec \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud588\ub2e4. \uc0bc\uc131\uc804\uc790\uc758 4\ubd84\uae30 \uc601\uc5c5\uc774\uc775 \ubc1c\ud45c(20\uc870\uc6d0)\ub294 \uc2dc\uc7a5\uc758 \uc2e4\uc801 \uac1c\uc120 \uc2e0\ud638\ub85c \ubc1b\uc544\ub4e4\uc5ec\uc84c\ub2e4.<\/p>\n<p>\ud22c\uc790\uc2ec\ub9ac\ub97c \uc790\uadf9\ud55c \uc678\ubd80 \uc694\uc778\uc73c\ub85c\ub294 CES 2026 \uae30\uc870\uc5f0\uc124\uc5d0\uc11c \ub098\uc654\ub358 \ubc18\ub3c4\uccb4 \uc218\uc694 \ud655\ub300 \uc804\ub9dd\uc774 \uc788\ub2e4. \uc5d4\ube44\ub514\uc544 \uacbd\uc601\uc9c4\uc758 \ubc1c\uc5b8\uc740 \uba54\ubaa8\ub9ac \uacf5\uae09\uc5c5\uccb4\uc758 \uc218\uc694 \uac1c\uc120 \uae30\ub300\ub97c \ub192\uc600\uace0, \uc774\ub294 \ubaa9\ud45c\uc8fc\uac00\uc640 \uc560\ub110\ub9ac\uc2a4\ud2b8 \uc804\ub9dd\uce58 \ubc18\uc601\uc73c\ub85c \uc774\uc5b4\uc84c\ub2e4. \uc774\uc640 \ubcd1\ud589\ud574 \uc678\uad6d\uc778 \uc218\uae09\uc774 \uac1c\uc120\ub418\ub294 \ud750\ub984\uc774 \ub098\ud0c0\ub098\uba70 \ub300\ud615\uc8fc\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \uacac\uc778\ud588\ub2e4.<\/p>\n<p>\ud55c\ud3b8 \uc774\ubc88 \uc8fc \uc608\uc815\ub41c \ubbf8\uad6d\uc758 CPI(13\uc77c)\uc640 PPI(14\uc77c)\ub294 \ub2e8\uae30 \ubcc0\ub3d9\uc131\uc758 \ucd09\ubc1c \uc694\uc778\uc73c\ub85c \ud3c9\uac00\ub41c\ub2e4. \ub610\ud55c \ubbf8 \uc5f0\ubc29\ub300\ubc95\uc6d0\uc758 \uad00\uc138 \ud310\uacb0\uc740 \uae30\uc874 \uad00\uc138\uc758 \ud658\uae09 \uac00\ub2a5\uc131\uacfc \ud569\ud5cc\uc131 \ud310\ub2e8\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \uc2ec\ub9ac\uc640 \uc77c\ubd80 \uc5c5\uc885\uc758 \uc774\uc775\uad6c\uc870\uc5d0 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\uc5b4 \ud22c\uc790\uc790\ub4e4\uc774 \uc8fc\ubaa9\ud558\uace0 \uc788\ub2e4.<\/p>\n<h2>\ubd84\uc11d \ubc0f \uc758\ubbf8<\/h2>\n<p>\uc6b0\uc120 \ubc18\ub3c4\uccb4 \uc2e4\uc801 \uac1c\uc120 \uae30\ub300\uac00 \ucf54\uc2a4\ud53c\uc758 \uad6c\uc870\uc801 \uc7ac\ud3c9\uac00\ub97c \ucd09\ubc1c\ud558\uace0 \uc788\ub2e4\ub294 \uc810\uc774 \uc911\uc694\ud558\ub2e4. \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uac00 \ucf54\uc2a4\ud53c \uc21c\uc774\uc775\uc5d0\uc11c \ucc28\uc9c0\ud558\ub294 \ube44\uc911(\ud569\uc0b0 47.6%)\uc744 \uace0\ub824\ud558\uba74 \ub450 \uae30\uc5c5\uc758 \uc2e4\uc801 \ud750\ub984\uc774 \uc9c0\uc218 \uc804\ubc18\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\ub825\uc740 \uc0c1\ub2f9\ud558\ub2e4. \ub530\ub77c\uc11c \ub300\ud615 \ubc18\ub3c4\uccb4\uc8fc\uc758 \uc2e4\uc801 \ud655\uc815\uc131\uacfc \uc804\ub9dd\uce58 \ucd94\uac00 \uc0c1\ud5a5 \uc5ec\ubd80\uac00 \uc911\uc7a5\uae30 \uc2dc\uc7a5 \ubc29\ud5a5\uc744 \uac00\ub97c \ud575\uc2ec \ubcc0\uc218\uac00 \ub420 \uac83\uc774\ub2e4.<\/p>\n<p>\uae08\uc735\ud22c\uc790\uc5c5\uacc4\ub294 \ub2e8\uae30 \uc774\ubca4\ud2b8(\ubb3c\uac00 \uc9c0\ud45c\u00b7\uad00\uc138 \ud310\uacb0 \ub4f1)\uc5d0 \ub530\ub978 \ubcc0\ub3d9\uc131\uc740 \ubd88\uac00\ud53c\ud558\ub098, \ud380\ub354\uba58\ud0c8\uc774 \ud655\uc778\ub418\ub294 \ub300\ud615\uc8fc \uc911\uc2ec\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uac00 \uc720\ud6a8\ud558\ub2e4\uace0 \uc870\uc5b8\ud55c\ub2e4. \ubc30\ub2f9 \uae30\uc900\uc77c \ubcc0\uacbd\uacfc \ud658\uc728 \ubcc0\ub3d9\uc131 \ucd95\uc18c \uae30\ub300\uac10\uc740 \uc678\uad6d\uc778 \uc218\uae09 \uac1c\uc120\uc73c\ub85c \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \uc788\uc5b4 \ub300\ud615\uc8fc\uc5d0 \uc720\ub9ac\ud55c \ud658\uacbd\uc744 \uc870\uc131\ud560 \uc218 \uc788\ub2e4. \ub2e4\ub9cc \uc774\ubca4\ud2b8 \uacb0\uacfc\uc5d0 \ub530\ub77c \uc678\uad6d\uc778 \ub9e4\uc218\uc2ec\ub9ac\uac00 \uae09\ubcc0\ud560 \uc218 \uc788\ub2e4\ub294 \uc810\uc740 \ub9ac\uc2a4\ud06c\ub85c \ub0a8\ub294\ub2e4.<\/p>\n<p>\uad00\uc138 \ud310\uacb0\uacfc \uad00\ub828\ud574\uc11c\ub294 \ub450 \uac00\uc9c0 \uc2dc\ub098\ub9ac\uc624\uac00 \uacf5\uc874\ud55c\ub2e4. \uc704\ud5cc \ud310\ub2e8 \uc2dc \uad00\uc138 \ubd80\ub2f4 \uc644\ud654\ub85c \uc77c\ubd80 \uc0b0\uc5c5\uc5d4 \ub099\uad00\uc801 \uc601\ud5a5\uc774 \ubbf8\uccd0\uc9c8 \uc218 \uc788\uc9c0\ub9cc, \ub3d9\uc2dc\uc5d0 \ubbf8 \uc815\ubd80\uc758 \ud658\uae09 \ubd80\ub2f4 \ud655\ub300\uc5d0 \ub530\ub978 \ub2e8\uae30\uc801 \uc7ac\uc815\u00b7\uc815\ucc45 \ub9ac\uc2a4\ud06c\uac00 \ubd80\uac01\ub420 \uc218 \uc788\ub2e4. \ubc18\ub300\ub85c \ud569\ud5cc\u00b7\uc720\uc9c0\ub420 \uacbd\uc6b0 \uae30\uc874 \uc218\uae09 \uad6c\uc870\uac00 \uc720\uc9c0\ub418\uba70 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc740 \uc81c\ud55c\ub420 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \ub530\ub77c\uc11c \ud310\uacb0\uc758 \uad6c\uccb4\uc801 \ub0b4\uc6a9\uacfc \ubc94\uc704\uac00 \uc2dc\uc7a5 \ubc18\uc751\uc758 \uac15\ub3c4\ub97c \uc88c\uc6b0\ud560 \uc804\ub9dd\uc774\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>\uc218\uce58<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ucf54\uc2a4\ud53c(1\uc6d4 9\uc77c \uc885\uac00)<\/td>\n<td>4,586.32<\/td>\n<\/tr>\n<tr>\n<td>\uc8fc\uac04 \ub4f1\ub77d\ub960<\/td>\n<td>+6.42%<\/td>\n<\/tr>\n<tr>\n<td>\ucf54\uc2a4\ud53c \uc21c\uc774\uc775 \ucee8\uc13c\uc11c\uc2a4(\uc5f0\ub9d0)<\/td>\n<td>309.5\uc870\uc6d0 \u2192 335.9\uc870\uc6d0(1\/8 \uae30\uc900)<\/td>\n<\/tr>\n<tr>\n<td>\uc0bc\uc131\u00b7SK \ud569\uc0b0 \uc21c\uc774\uc775 \uc804\ub9dd<\/td>\n<td>159.9\uc870\uc6d0(47.6%)<\/td>\n<\/tr>\n<tr>\n<td>\uc2dc\uc7a5 12\uac1c\uc6d4 \uc120\ud589 PER<\/td>\n<td>11.4\ubc30<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>\uc704 \ud45c\ub294 \ucd5c\uadfc \uc9c0\uc218\uc640 \uc2e4\uc801 \ucee8\uc13c\uc11c\uc2a4 \uc0c1\ud5a5\uc758 \ud575\uc2ec \uc218\uce58\ub4e4\uc744 \ube44\uad50\ud55c \uac83\uc774\ub2e4. \uc9c0\uc218 \uc0c1\uc2b9\uc740 \uc77c\ubd80 \ub300\ud615\uc8fc \uc9d1\uc911\uc5d0 \ub530\ub978 \uac83\uc774\uba70, \ucee8\uc13c\uc11c\uc2a4 \uc0c1\ud5a5\uc740 \uac1c\ubcc4 \uae30\uc5c5\uc758 \uc2e4\uc801 \ud638\uc804\uc5d0 \uae30\ubc18\ud55c\ub2e4. \uc120\ud589 PER 11.4\ubc30\ub294 \uacfc\uac70 \ud3c9\uade0 \ub300\ube44 \ubc30\uc218 \uc7ac\ud3c9\uac00 \uc5ec\uc9c0\uac00 \uc788\ub294 \uc218\uc900\uc73c\ub85c \ud574\uc11d\ub420 \uc218 \uc788\uc73c\ub098, \ud5a5\ud6c4 \ubb3c\uac00\u00b7\uae08\ub9ac\u00b7\uc815\ucc45 \uc774\ubca4\ud2b8\uc5d0 \ub530\ub77c \uc7ac\uc870\uc815\ub420 \uc218 \uc788\ub2e4.<\/p>\n<h2>\ubc18\uc751 \ubc0f \uc778\uc6a9<\/h2>\n<p>\uc99d\uc2dc \ud604\uc7a5\uc5d0\uc11c\ub294 \uc2e4\uc801 \uae30\ubc18 \ubaa8\uba58\ud140\uc774 \ud604\uc7ac \uc2dc\uc7a5\uc744 \uc9c0\ud0f1\ud558\uace0 \uc788\ub2e4\ub294 \ud3c9\uac00\uac00 \ub9ce\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\ubc18\ub3c4\uccb4 \uc911\uc2ec\uc758 \ucd94\uac00 \uc2e4\uc801 \uc0c1\ud5a5 \uac00\ub2a5\uc131\uc744 \uac10\uc548\ud560 \ub54c \ud604\uc7ac 12\uac1c\uc6d4 \uc120\ud589 PER 11.4\ubc30\ub294 \ubc38\ub958\uc5d0\uc774\uc158 \ub9e4\ub825\uc774 \ucd94\uac00\ub85c \ubd80\uac01\ub420 \uc5ec\uc9c0\uac00 \uc788\ub2e4.&#8221;<\/p>\n<p><cite>\ub098\uc815\ud658, NH\ud22c\uc790\uc99d\uad8c \uc5f0\uad6c\uc6d0<\/cite><\/p><\/blockquote>\n<p>\ud1b5\ud654\u00b7\ubb3c\uac00 \uc9c0\ud45c\uc5d0 \ub300\ud55c \uacbd\uacc4\ub3c4 \ud568\uaed8 \uc81c\uae30\ub410\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;11\uc6d4 \uc167\ub2e4\uc6b4 \uc5ec\ud30c\ub85c \ub370\uc774\ud130 \uc2e0\ub8b0\ub3c4\uac00 \ub5a8\uc5b4\uc9c4 \ub9cc\ud07c 12\uc6d4 \ubb3c\uac00 \uc9c0\ud45c\uac00 \uc5f0\ub9d0 \uc778\ud50c\ub808\uc774\uc158\uc744 \ud655\uc778\ud560 \uccab \uc790\ub8cc\uac00 \ub420 \uac83&#8221;<\/p>\n<p><cite>\uc774\uacbd\ubbfc, \ub300\uc2e0\uc99d\uad8c \uc5f0\uad6c\uc6d0<\/cite><\/p><\/blockquote>\n<p>\uc5c5\uc885\ubcc4 \uc811\uadfc\ubc95\uc5d0 \uad00\ud574\uc11c\ub294 \ubc30\ub2f9\u00b7\uc218\uae09 \uac1c\uc120\uc744 \uadfc\uac70\ub85c \ub300\ud615\uc8fc \uc120\ud638 \uc758\uacac\uc774 \ub098\uc654\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\ubc30\ub2f9 \uae30\uc900\uc77c \ubcc0\ud654\uc640 \ud658\uc728 \ubcc0\ub3d9\uc131 \ucd95\uc18c \uae30\ub300\ub294 \ub300\ud615\uc8fc \uc218\uae09\uc5d0 \uae0d\uc815\uc801\uc774\uba70, \ubc18\ub3c4\uccb4\u00b7\uc790\ubcf8\uc7ac\u00b7\ud5ec\uc2a4\ucf00\uc5b4\u00b7\uc5d0\ub108\uc9c0\u00b7\uc99d\uad8c \ub4f1\uc5d0 \uc8fc\ubaa9\ud560 \ud544\uc694\uac00 \uc788\ub2e4.&#8221;<\/p>\n<p><cite>\uc720\uba85\uac04, \ubbf8\ub798\uc5d0\uc14b\uc99d\uad8c \uc5f0\uad6c\uc6d0<\/cite><\/p><\/blockquote>\n<h2>\n<aside>\n<details>\n<summary>\uc6a9\uc5b4\/\ubc29\ubc95\ub860<\/summary>\n<p>CPI(\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218)\uc640 PPI(\uc0dd\uc0b0\uc790\ubb3c\uac00\uc9c0\uc218)\ub294 \ubb3c\uac00 \ud750\ub984\uc744 \ubcf4\uc5ec\uc8fc\ub294 \ud575\uc2ec \uc9c0\ud45c\ub85c, CPI\ub294 \uc18c\ube44\uc790 \uc218\uc900\uc758 \ubb3c\uac00 \ubcc0\ub3d9\uc744, PPI\ub294 \uc0dd\uc0b0\uc790 \ub2e8\uacc4\uc5d0\uc11c\uc758 \uac00\uaca9 \ubcc0\ub3d9\uc744 \ubc18\uc601\ud55c\ub2e4. \ube44\ub18d\uc5c5 \uace0\uc6a9\ubcf4\uace0\uc11c\ub294 \ub178\ub3d9\uc2dc\uc7a5\uc758 \uac15\ub3c4\ub97c \ud310\ub2e8\ud558\ub294 \uc9c0\ud45c\ub85c \ubb3c\uac00\u00b7\uae08\ub9ac \uacbd\ub85c\uc5d0 \uc601\ud5a5\uc744 \uc900\ub2e4. PER(\uc8fc\uac00\uc218\uc775\ube44\uc728)\uc740 \uc8fc\uac00\ub97c 12\uac1c\uc6d4 \uc120\ud589 \uc774\uc775\uc73c\ub85c \ub098\ub208 \uac12\uc73c\ub85c, \ubc38\ub958\uc5d0\uc774\uc158(\ud3c9\uac00 \uc218\uc900)\uc744 \uac00\ub2a0\ud558\ub294 \uae30\uc900 \uc911 \ud558\ub098\ub2e4. \ubbf8 \uc5f0\ubc29\ub300\ubc95\uc6d0\uc758 \uad00\uc138 \ud310\uacb0\uc740 \uad00\uc138\uc758 \uc801\ubc95\uc131 \ubc0f \ud658\uae09 \ubb38\uc81c\ub97c \ub2e4\ub8e8\uba70, \uacb0\uacfc\uc5d0 \ub530\ub77c \uae30\uc5c5 \uc190\uc775\uacfc \uc815\ubd80 \uc7ac\uc815\uc5d0 \uc9c1\uc811\uc801 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\ub2e4.<\/p>\n<\/details>\n<\/aside>\n<\/h2>\n<h2>\ubd88\ud655\uc2e4\ud55c \ubd80\ubd84 (Unconfirmed)<\/h2>\n<ul>\n<li>\ubbf8 \uc5f0\ubc29\ub300\ubc95\uc6d0\uc758 \uad00\uc138 \ud310\uacb0 \uc2dc\uc810\uacfc \ud310\uacb0 \ub0b4\uc6a9\uc758 \uc0c1\uc138 \ubc94\uc704\ub294 \ud655\uc815\ub418\uc9c0 \uc54a\uc558\ub2e4.<\/li>\n<li>CPI\u00b7PPI\uac00 \uacf5\uac1c\ub41c \uc774\ud6c4 \ubb3c\uac00 \uacbd\ub85c\uac00 \ub2e8\uae30\uc801\uc73c\ub85c \uae08\uc735\uc2dc\uc7a5\uc5d0 \ubbf8\uce60 \ucda9\uaca9\uc758 \ud06c\uae30\ub294 \ubd88\ud655\uc2e4\ud558\ub2e4.<\/li>\n<li>\uad00\uc138 \ud658\uae09\uc774 \uc2e4\uc81c\ub85c \uc774\ub8e8\uc5b4\uc9c8 \uacbd\uc6b0 \uae30\uc5c5\ubcc4 \uc7ac\ubb34\uc601\ud5a5\uc758 \uaddc\ubaa8\uc640 \uc815\ubd80 \ub300\uc751 \ubc29\uc548\uc740 \uc544\uc9c1 \ud655\uc778\ub418\uc9c0 \uc54a\uc558\ub2e4.<\/li>\n<\/ul>\n<h2>\ucd1d\ud3c9<\/h2>\n<p>\ub2e8\uae30\uc801\uc73c\ub85c\ub294 \ubbf8\uad6d\uc758 \ubb3c\uac00 \uc9c0\ud45c\uc640 \uad00\uc138 \uad00\ub828 \ud310\uacb0\uc774 \ubcc0\ub3d9\uc131\uc744 \ud0a4\uc6b8 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uadf8\ub7ec\ub098 \ud604\uc7ac \uc2dc\uc7a5 \uc0c1\uc2b9\uc744 \uc8fc\ub3c4\ud55c \uadfc\ubcf8 \ub3d9\ub825\uc740 \ubc18\ub3c4\uccb4 \ub300\ud615\uc8fc\uc758 \uc2e4\uc801 \uac00\uc2dc\uc131 \uac1c\uc120\uc774\uba70, \uc774\ub294 \ucf54\uc2a4\ud53c\uc758 \ud3c9\uac00 \ubca0\uc774\uc2a4\ub97c \uc0c1\ud5a5\uc2dc\ud0a4\ub294 \uc5ed\ud560\uc744 \ud558\uace0 \uc788\ub2e4. \ud22c\uc790 \uc804\ub7b5 \uce21\uba74\uc5d0\uc11c\ub294 \uc774\ubca4\ud2b8 \ub9ac\uc2a4\ud06c\ub97c \uad00\ub9ac\ud558\uba74\uc11c\ub3c4 \ud380\ub354\uba58\ud138\uc774 \ud655\uc778\ub418\ub294 \ub300\ud615\uc8fc \uc911\uc2ec\uc758 \ud3ec\uc9c0\uc158\uc774 \uc2e4\uc6a9\uc801\uc774\ub77c\ub294 \uc810\uc774 \uc2dc\uc7a5 \uc804\ubb38\uac00\ub4e4\uc758 \uacf5\ud1b5\ub41c \uad8c\uace0\ub2e4.<\/p>\n<p>\ud5a5\ud6c4 \uad00\uac74\uc740 \ubc18\ub3c4\uccb4 \uc5c5\uc885\uc758 \uc2e4\uc801\uc774 \uc608\uc0c1\ub300\ub85c \uc774\uc5b4\uc9c0\ub290\ub0d0\uc640 \ubbf8\uad6d\uc758 \uc815\ucc45\u00b7\uc0ac\ubc95\uc801 \ubcc0\uc218\ub4e4\uc774 \uc2e4\uc81c\ub85c \uc5b4\ub290 \uc815\ub3c4\uc758 \ucda9\uaca9\uc744 \uc8fc\ub290\ub0d0\ub2e4. \ud22c\uc790\uc790\ub294 \uc9c0\ud45c \ubc1c\ud45c\uc640 \ud310\uacb0 \uacb0\uacfc\ub97c \uc8fc\uc2dc\ud558\ub418, \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 \ub9ac\uc2a4\ud06c \uad00\ub9ac\ub97c \ubcd1\ud589\ud574\uc57c \ud55c\ub2e4.<\/p>\n<h2>\ucd9c\ucc98<\/h2>\n<ul>\n<li><a href=\"https:\/\/v.daum.net\/v\/20260111160305102\" target=\"_blank\" rel=\"noopener\">\ub514\uc9c0\ud138\ud0c0\uc784\uc2a4 \uae30\uc0ac(\uc5b8\ub860)<\/a><\/li>\n<li><a href=\"https:\/\/global.krx.co.kr\" target=\"_blank\" rel=\"noopener\">\ud55c\uad6d\uac70\ub798\uc18c(KRX, \uacf5\uc2dd)<\/a><\/li>\n<li><a href=\"https:\/\/www.ces.tech\" target=\"_blank\" rel=\"noopener\">CES 2026 \ubc1c\ud45c \uc790\ub8cc(\ud589\uc0ac\/\uacf5\uc2dd)<\/a><\/li>\n<\/ul>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>\ud575\uc2ec \uc694\uc57d \ubc18\ub3c4\uccb4 \ub300\ud615\uc8fc \uac15\uc138\uc5d0 \ud798\uc785\uc5b4 \ucf54\uc2a4\ud53c\uac00 4600\uc120\uc5d0 \uadfc\uc811\ud588\ub2e4. \ud55c\uad6d\uac70\ub798\uc18c \uae30\uc900 \uc9c0\ub09c 9\uc77c \uc885\uac00\ub294 4,586.32\ub85c \uc804\uc8fc \ub300\ube44 6.42% \uc0c1\uc2b9\ud588\ub2e4. \uc774\ubc88 \uc8fc\uc5d0\ub294 \ubbf8\uad6d\uc758 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI\u00b713\uc77c)\uc640 \uc0dd\uc0b0\uc790\ubb3c\uac00\uc9c0\uc218(PPI\u00b714\uc77c), \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4 \uad00\ub828 \ubcc0\uc218\uc640 \ud568\uaed8 \ubbf8 \uc5f0\ubc29\ub300\ubc95\uc6d0\uc758 \uad00\uc138 \uad00\ub828 \ud310\uacb0\uc774 \uc911\uc694\ud55c \ubcc0\uc218\uac00 \ub420 \uc804\ub9dd\uc774\ub2e4. \uae08\uc735\ud22c\uc790\uc5c5\uacc4\ub294 \ub2e8\uae30 \uc774\ubca4\ud2b8\ubcf4\ub2e4 \uc2e4\uc801 \uac00\uc2dc\uc131\uc774 \ub192\uc740 \ub300\ud615\uc8fc \uc911\uc2ec \ub300\uc751\uc744 \uad8c\uace0\ud55c\ub2e4. \ud575\uc2ec \uc0ac\uc2e4 \ucf54\uc2a4\ud53c \uc9c0\uc218\ub294 1\uc6d4 9\uc77c \uc885\uac00 4,586.32\ub97c &#8230; <a title=\"[\uc99d\uc2dc\uc804\ub9dd\ub300] \ubc18\ub3c4\uccb4 \uacac\uc778\uc5d0 4600\uc120 \ub2e4\uac00\uc120 \ucf54\uc2a4\ud53c\u2026\u7f8e \uad00\uc138 \ud310\uacb0\u00b7\ubb3c\uac00 \uc9c0\ud45c \ubcc0\uc218\" class=\"read-more\" href=\"https:\/\/readtrends.com\/ko\/kospi-4600-semiconductor-tariffs\/\" aria-label=\"[\uc99d\uc2dc\uc804\ub9dd\ub300] \ubc18\ub3c4\uccb4 \uacac\uc778\uc5d0 4600\uc120 \ub2e4\uac00\uc120 \ucf54\uc2a4\ud53c\u2026\u7f8e \uad00\uc138 \ud310\uacb0\u00b7\ubb3c\uac00 \uc9c0\ud45c \ubcc0\uc218\uc5d0 \ub300\ud574 \ub354 \uc790\uc138\ud788 \uc54c\uc544\ubcf4\uc138\uc694\">\ub354 \uc77d\uae30<\/a><\/p>\n","protected":false},"author":1,"featured_media":6558,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_title":"\ubc18\ub3c4\uccb4 \uacac\uc778\uc5d0 4600\uc120 \ub2e4\uac00\uc120 \ucf54\uc2a4\ud53c \u2014 \ub9c8\ucf13\ub9ac\ud3ec\ud2b8","rank_math_description":"\ubc18\ub3c4\uccb4 \ub300\ud615\uc8fc \uac15\uc138\ub85c \ucf54\uc2a4\ud53c\uac00 4,586.32(\uc804\uc8fc +6.42%)\ub97c \uae30\ub85d\ud558\uba70 4600\uc120\uc5d0 \uadfc\uc811\ud588\uc2b5\ub2c8\ub2e4. \uc774\ubc88 \uc8fc CPI\u00b7PPI \ubc1c\ud45c\uc640 \ubbf8 \uc5f0\ubc29\ub300\ubc95\uc6d0 \uad00\uc138 \ud310\uacb0\uc774 \ubcc0\uc218\ub85c \uc791\uc6a9\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4.","rank_math_focus_keyword":"\ucf54\uc2a4\ud53c,\ubc18\ub3c4\uccb4,4600,\uad00\uc138\ud310\uacb0,CPI","footnotes":""},"categories":[2],"tags":[],"class_list":["post-6560","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\/6560","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=6560"}],"version-history":[{"count":0,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts\/6560\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media\/6558"}],"wp:attachment":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media?parent=6560"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/categories?post=6560"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/tags?post=6560"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}