{"id":289,"date":"2026-08-24T23:15:44","date_gmt":"2026-08-24T23:15:44","guid":{"rendered":"http:\/\/mpluskj.dothome.co.kr\/?p=289"},"modified":"2026-08-24T23:15:44","modified_gmt":"2026-08-24T23:15:44","slug":"%eb%8c%80%eb%b6%84%ea%b8%b0the-great-divergence%ec%9d%98-%ea%b0%88%eb%a6%bc%ea%b8%b8-2026%eb%85%84-%ea%b8%80%eb%a1%9c%eb%b2%8c-%ea%b2%bd%ec%a0%9c-%eb%a6%ac%ec%8a%a4%ed%81%ac%ec%99%80-%eb%8c%80","status":"publish","type":"post","link":"http:\/\/mpluskj.dothome.co.kr\/?p=289","title":{"rendered":"\ub300\ubd84\uae30(The Great Divergence)\uc758 \uac08\ub9bc\uae38: 2026\ub144 \uae00\ub85c\ubc8c \uacbd\uc81c \ub9ac\uc2a4\ud06c\uc640 \ub300\uc751 \uc804\ub7b5"},"content":{"rendered":"

\ud83c\udf10 GLOBAL NEWS JOURNAL & BRIEFING<\/p>\n

2026\ub144 \uae00\ub85c\ubc8c \uacbd\uc81c \ub300\ubd84\uae30\uc758 \uac08\ub9bc\uae38: \uc678\uc2e0 \uae34\uae09 \ubd84\uc11d\uacfc \ud55c\uad6d \ud22c\uc790\uc790 3\ub300 \ub300\uc751 \uc804\ub7b5<\/p>\n

2026\ub144 8\uc6d4, \uae00\ub85c\ubc8c \uae08\uc735 \uc2dc\uc7a5\uc740 \ub2e8\uc21c\ud55c \uacbd\uae30 \uc0ac\uc774\ud074 \uc21c\ud658\uc744 \ub118\uc5b4 \uad6d\uac00 \uac04\u00b7\uc0b0\uc5c5 \uac04 \uc591\uadf9\ud654\uac00 \uadf9\uc5d0 \ub2ec\ud558\ub294 \u2018\uc81c2\uc758 \ub300\ubd84\uae30(The Great Divergence)\u2019 \uad6d\uba74<\/span>\uc5d0 \uacf5\uc2dd \uc9c4\uc785\ud588\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed)\uc758 \uae08\ub9ac \uc644\ud654 \uc18d\ub3c4 \uc870\uc808\uacfc \uc720\ub7fd\u00b7\uc544\uc2dc\uc544 \uc8fc\uc694\uad6d\uc758 \ud1b5\ud654 \uc815\ucc45 \ub2e4\ubcc0\ud654, \uadf8\ub9ac\uace0 AI \uc778\ud504\ub77c \uacf5\uae09\ub9dd\uc758 \uc7ac\ud3b8\uc774 \ub9de\ubb3c\ub9ac\uba70 \uc804 \uc138\uacc4 \uc790\uc0b0 \uc2dc\uc7a5\uc758 \uc9c0\uac01\ubcc0\ub3d9\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\u26a1 GLOBAL BREAKING NEWS HEADLINE<\/p>\n

Bloomberg: \ubbf8\uad6d-\uc720\ub7fd \uac04 \ud1b5\ud654\uc815\ucc45 \uad34\ub9ac \uc2ec\ud654\ub85c \uae00\ub85c\ubc8c \uc790\uae08\uc758 \ubbf8\uad6d \ube45\ud14c\ud06c \uc9d1\uc911 \ud604\uc0c1 \ucd5c\uace0\uc870 \uae30\ub85d<\/p>\n

Reuters: \uc544\uc2dc\uc544 \uc81c\uc870\uc5c5 \ubc38\ub958\uccb4\uc778\uc758 \ube14\ub85d\ud654 \uac00\uc18d\u2026 \uc2e0\ud765\uad6d \uad6d\ucc44 \uae08\ub9ac \uc2a4\ud504\ub808\ub4dc 18\uac1c\uc6d4\ub798 \ucd5c\ub300 \uaca9\ucc28 \ubc1c\uc0dd<\/p>\n

WSJ: “2026 \ud558\ubc18\uae30 \uc790\uc0b0 \uc2dc\uc7a5\uc740 \uae00\ub85c\ubc8c \ubd84\uc808\ud654\uc5d0 \ub530\ub978 \uc120\ud0dd\uc801 \ub7a0\ub9ac\uc640 \uc720\ub3d9\uc131 \uc7ac\ud3b8\uc758 \uc2dc\ud5d8\ub300”<\/p>\n

\n

\"\ub300\ubd84\uae30(The
\ub300\ubd84\uae30(The Great Divergence)\uc758 \uac08\ub9bc\uae38: 2026\ub144 \uae00\ub85c\ubc8c \uacbd\uc81c \ub9ac\uc2a4\ud06c\uc640 \ub300\uc751 \uc804\ub7b5 – \uc774\ubbf8\uc9c0 #1<\/figcaption><\/figure>\n<\/p>\n

\ud83c\udf0d \uc678\uc2e0 \ud575\uc2ec \ud329\ud2b8 & \ud55c\uad6d \uc2dc\uc7a5 \uc601\ud5a5:<\/p>\n

\uc678\uc2e0\ub4e4\uc740 \uacf5\ud1b5\uc801\uc73c\ub85c \uc120\uc9c4\uad6d\uacfc \uc2e0\ud765\uad6d, \uc804\ud1b5 \uc81c\uc870\uc5c5\uacfc \ud558\uc774\ud14c\ud06c \uc0b0\uc5c5 \uac04\uc758 \uc131\uc7a5 \uaca9\ucc28\uac00 \ub3cc\uc774\ud0ac \uc218 \uc5c6\ub294 \ubd84\uae30\uc810\uc5d0 \ub3c4\ub2ec\ud588\ub2e4\uace0 \uacbd\uace0\ud569\ub2c8\ub2e4. \ud2b9\ud788 \ud55c\uad6d \uc2dc\uc7a5\uc740 \uc6d0\ud654 \ubcc0\ub3d9\uc131 \ud655\ub300\uc640 \uc218\ucd9c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc7ac\ud3b8 \uc555\ubc15<\/span>\uc774\ub77c\ub294 \uc774\uc911 \uacfc\uc81c\uc5d0 \uc9c1\uba74\ud574 \uc788\uc73c\uba70, \uac1c\uc778 \ud22c\uc790\uc790\uc5d0\uac8c\ub294 ‘\ubd84\uc0b0’\uc744 \ub118\uc5b4\uc120 ‘\ucd08\uc815\ubc00 \uc790\uc0b0 \uc120\ubcc4 \uc804\ub7b5’\uc774 \uc694\uad6c\ub418\ub294 \uc2dc\uc810\uc785\ub2c8\ub2e4.<\/p>\n

\n
\ud83d\udccc \uc774 \uae00\uc758 \ud575\uc2ec \ubaa9\ucc28 \uc694\uc57d<\/div>\n
01.<\/span> \ud574\uc678 \uc6d0\ubb38 \uc8fc\uc694 \ub0b4\uc6a9 \ubc88\uc5ed & \uc0ac\ud0dc \ubc1c\uc0dd \ubc30\uacbd<\/div>\n
02.<\/span> \uae00\ub85c\ubc8c vs \uad6d\ub0b4 \uc2dc\uc7a5 \ubc18\uc751 & \ud575\uc2ec \uc9c0\ud45c 3\ub2e8 \ube44\uad50\ud45c<\/div>\n
03.<\/span> \uc804\ubb38\uac00 \uc2dc\uac01 & \ud5a5\ud6c4 \uae00\ub85c\ubc8c \uc804\ub9dd \uc2dc\ub098\ub9ac\uc624 BEST 3<\/div>\n
04.<\/span> \ud55c\uad6d \ud22c\uc790\uc790\/\ub3c5\uc790\uac00 \ubc18\ub4dc\uc2dc \uccb4\ud06c\ud574\uc57c \ud560 3\uac00\uc9c0 \ud589\ub3d9 \uc694\ub839<\/div>\n
05.<\/span> \uae00\ub85c\ubc8c \ub274\uc2a4 Q&A BEST 3<\/div>\n
06.<\/span> \ucd5c\uc885 \ube0c\ub9ac\ud551 1\uc904 \uc694\uc57d \ubc0f \uc2dc\uc0ac\uc810<\/div>\n

<\/div>\n<\/p>\n

1. \ud574\uc678 \uc6d0\ubb38 \uc8fc\uc694 \ub0b4\uc6a9 \ubc88\uc5ed & \uc0ac\ud0dc \ubc1c\uc0dd \ubc30\uacbd<\/h3>\n

\ud30c\uc774\ub0b8\uc15c\ud0c0\uc784\uc2a4(FT)\uc640 \uc6d4\uc2a4\ud2b8\ub9ac\ud2b8\uc800\ub110(WSJ)\uc774 \uc77c\uc81c\ud788 \ud5e4\ub4dc\ub77c\uc778\uc73c\ub85c \ub2e4\ub8ec \u2018The Great Divergence 2026\u2019\uc740 \uacfc\uac70 \uc5ed\uc0ac\uc801 \ub300\ubd84\uae30\uc640\ub294 \uc9c8\uc801\uc73c\ub85c \ub2e4\ub978 \uc591\uc0c1\uc744 \ub771\ub2c8\ub2e4. \uacfc\uac70\uc5d0\ub294 \uc9c0\ub9ac\uc801 \uc694\uc778\uacfc \uc0b0\uc5c5\ud601\uba85 \uc218\uc6a9 \uc5ec\ubd80\uac00 \ubd80\uc758 \uaca9\ucc28\ub97c \uac08\ub790\ub2e4\uba74, \uc774\ubc88 2026\ub144 \ub300\ubd84\uae30\ub294 \ub514\uc9c0\ud138 \uc778\ud504\ub77c \ub3c5\uc810\ub825, \uc5d0\ub108\uc9c0 \uc804\ud658 \uc778\ud504\ub77c \uaca9\ucc28, \uadf8\ub9ac\uace0 \ub3c5\ub9bd\uc801 \ud1b5\ud654 \ubc29\uc5b4\ub825<\/span>\uc774\ub77c\ub294 3\ub300 \ucd95\uc5d0 \uc758\ud574 \uc7ac\ud3b8\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\ubbf8\uad6d\uc740 \uacac\uace0\ud55c \ub178\ub3d9 \uc2dc\uc7a5 \uc0dd\uc0b0\uc131\uacfc \ub3c5\uc810\uc801 AI \ubc38\ub958\uccb4\uc778\uc744 \uae30\ubc18\uc73c\ub85c \uc5ec\uc804\ud788 2%\ub300 \uc911\ud6c4\ubc18\uc758 \uc7a0\uc7ac\uc131\uc7a5\ub960\uc744 \ubc29\uc5b4\ud558\uace0 \uc788\ub294 \ubc18\uba74, \uc720\ub7fd(ECB)\uc740 \uc5d0\ub108\uc9c0 \uc778\ud50c\ub808\uc774\uc158 \ud6c4\ud3ed\ud48d\uacfc \uc81c\uc870\uc5c5 \ub454\ud654\ub85c \uc778\ud574 \uacbd\uae30 \uce68\uccb4 \ubc29\uc5b4\ud615 \uc870\uae30 \uae08\ub9ac \uc778\ud558<\/span> \uacbd\ub85c\ub97c \uac77\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5ec\uae30\uc5d0 \uc911\uad6d\uc758 \uc800\uac00 \ubc00\uc5b4\ub0b4\uae30 \uc218\ucd9c \uacf5\uc138\uc640 \uc2e0\ud765\uad6d\uc758 \uc678\ud658 \uac74\uc804\uc131 \uc6b0\ub824\uac00 \uacb9\uce58\uba70 \uc138\uacc4 \uacbd\uc81c \uc5d4\uc9c4\uc758 \ud68c\uc804 \uc18d\ub3c4\uac00 \uc644\uc804\ud788 \ucabc\uac1c\uc9c4 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

\n

\"\ub300\ubd84\uae30(The
\ub300\ubd84\uae30(The Great Divergence)\uc758 \uac08\ub9bc\uae38: 2026\ub144 \uae00\ub85c\ubc8c \uacbd\uc81c \ub9ac\uc2a4\ud06c\uc640 \ub300\uc751 \uc804\ub7b5 – \uc774\ubbf8\uc9c0 #2<\/figcaption><\/figure>\n<\/p>\n

\uc678\uc2e0 \uce7c\ub7fc\ub2c8\uc2a4\ud2b8\ub4e4\uc740 “\uc804 \uc138\uacc4\uac00 \ud558\ub098\uc758 \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd\uc73c\ub85c \uc5f0\uacb0\ub418\uc5b4 \ub3d9\uc870\ud654(Coupling)\ub418\ub358 \uc2dc\ub300\ub294 \uc644\uc804\ud788 \uc885\uc2dd\ub410\ub2e4”\uace0 \ub2e8\uc5b8\ud569\ub2c8\ub2e4. \uc774\uc81c\ub294 \uac01\uad6d\uc774 \uc790\uad6d \uc6b0\uc120\uc8fc\uc758 \uc815\ucc45\uacfc \ud1b5\ud654 \ube14\ub85d\ud654\ub97c \ud1b5\ud574 \ub3c5\uc790 \uc0dd\uc874\uc744 \ubaa8\uc0c9\ud558\uba74\uc11c, \ub2ec\ub7ec \uc720\ub3d9\uc131\uc758 \uc9c0\uc5ed\ubcc4 \ud3b8\uc911 \uc65c\uace1 \ud604\uc0c1<\/span>\uc774 \uc790\uc0b0 \uc2dc\uc7a5\uc758 \ubcc0\ub3d9\uc131\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \uc790\uadf9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

2. \uae00\ub85c\ubc8c vs \uad6d\ub0b4 \uc2dc\uc7a5 \ubc18\uc751 & \ud575\uc2ec \uc9c0\ud45c 3\ub2e8 \ube44\uad50\ud45c<\/h3>\n

\uae00\ub85c\ubc8c \uae08\uc735 \uc2dc\uc7a5\uacfc \ub300\ud55c\ubbfc\uad6d \uae08\uc735 \ud658\uacbd\uc740 \uc774\ubc88 \ub300\ubd84\uae30 \uad6d\uba74\uc5d0\uc11c \ub69c\ub837\ud55c \uc628\ub3c4 \ucc28\uc774\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc8fc\uc2dd \uc2dc\uc7a5\uc758 \uace0\ubc38\ub958\uc5d0\uc774\uc158 \uc720\uc9c0\uc640 \uc6d0\ud654 \ud658\uc728\uc758 \ud558\ubc29 \uacbd\uc9c1\uc131, \uad6d\ub0b4 \uc218\ucd9c \uae30\uc5c5\ub4e4\uc758 \ub9c8\uc9c4\uc728 \ubcc0\ud654\ub97c \uc885\ud569\uc801\uc73c\ub85c \ube44\uad50 \ub300\uc870\ud574 \ubcf4\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n

\uad6c\ubd84 \uc9c0\ud45c\t\uae00\ub85c\ubc8c \uc120\uc9c4 \uc2dc\uc7a5 (\ubbf8\uad6d\u00b7\uc720\ub7fd)\t\uad6d\ub0b4 \uc2dc\uc7a5 (\ub300\ud55c\ubbfc\uad6d) \uc601\ud5a5<\/p>\n

\uae30\uc900\uae08\ub9ac \ubc0f \ud1b5\ud654\uc815\ucc45\tFed\uc758 \uc810\uc9c4\uc801 \uc644\ud654 vs ECB\uc758 \uc120\uc81c \uc778\ud558<\/span>\ub85c \ud1b5\ud654 \uc815\ucc45 \ub2e4\ubcc0\ud654 \uc9c4\ud589\t\ud55c\ubbf8 \uae08\ub9ac\ucc28 \uc7a5\uae30\ud654 \ubd80\ub2f4 \ubc0f \uac00\uacc4\ubd80\ucc44 \uad00\ub9ac\ub85c \ub3c5\uc790\uc801 \uae08\ub9ac \uc778\ud558 \uc81c\uc57d<\/p>\n

\ud1b5\ud654 \uac00\uce58 & \ud658\uc728\t\ub2ec\ub7ec \uc778\ub371\uc2a4 100\u223c103 \ubc34\ub4dc \ub0b4 \uacac\uace0\ud55c \uc9c0\uc9c0\ub825 \uc720\uc9c0\t\uc6d0\/\ub2ec\ub7ec \ud658\uc728 1,300\uc6d0\ub300 \uc911\ud6c4\ubc18 \ubc15\uc2a4\uad8c<\/span> \uc548\ucc29 \ubc0f \uc678\ud658 \ubc29\uc5b4 \ube44\uc6a9 \uc99d\uac00<\/p>\n

\uc8fc\ub825 \uc0b0\uc5c5 \uc218\uc775\uc131\t\ud074\ub77c\uc6b0\ub4dc\u00b7AI\u00b7\ubc29\uc0b0 \ub4f1 \ud558\uc774\ud14c\ud06c \uae30\uc5c5\uc758 \ucd08\uacfc \uc601\uc5c5\uc774\uc775\ub960 \uc9c0\uc18d\tHBM\u00b7\ucc28\uc138\ub300 \ubc18\ub3c4\uccb4 \ub3c5\uc810 \uae30\uc5c5 \uc218\ud61c vs \uc804\ud1b5 \uc218\ucd9c\uc8fc \ub9c8\uc9c4 \ub454\ud654<\/span><\/p>\n

\n

\"\ub300\ubd84\uae30(The
\ub300\ubd84\uae30(The Great Divergence)\uc758 \uac08\ub9bc\uae38: 2026\ub144 \uae00\ub85c\ubc8c \uacbd\uc81c \ub9ac\uc2a4\ud06c\uc640 \ub300\uc751 \uc804\ub7b5 – \uc774\ubbf8\uc9c0 #3<\/figcaption><\/figure>\n<\/p>\n
\ud83d\udca1 \uc2e4\uc804 \ud575\uc2ec \uc694\uc57d \uac00\uc774\ub4dc<\/b>
\uc804\ubb38 \uc800\ub110\ub9ac\uc2a4\ud2b8 \uc778\uc0ac\uc774\ud2b8 \ud301 #1<\/div>\n

\uacfc\uac70\ucc98\ub7fc “\ubbf8\uad6d\uc774 \uae08\ub9ac\ub97c \ub0b4\ub9ac\uba74 \ud55c\uad6d \uc99d\uc2dc \uc804\uccb4\uac00 \ub3d9\ubc18 \uc0c1\uc2b9\ud55c\ub2e4”\ub294 \uacf5\uc2dd\uc740 \ub354 \uc774\uc0c1 \uc720\ud6a8\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uae00\ub85c\ubc8c \uc720\ub3d9\uc131\uc740 \uc624\uc9c1 ‘\uc790\ubcf8 \ud6a8\uc728\uc131\uc774 \uc785\uc99d\ub41c \uc18c\uc218 \ud14c\ud06c \uc0dd\ud0dc\uacc4’<\/span>\ub85c\ub9cc \uc9d1\uc911\ub418\uace0 \uc788\uc73c\ubbc0\ub85c, \uac70\uc2dc\uacbd\uc81c \uc9c0\ud45c\ubcf4\ub2e4\ub294 \uac1c\ubcc4 \uae30\uc5c5\uc758 \ud604\uae08\ud750\ub984 \ucc3d\ucd9c\ub825\uc5d0 \uc9d1\uc911\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n

3. \uc804\ubb38\uac00 \uc2dc\uac01 & \ud5a5\ud6c4 \uae00\ub85c\ubc8c \uc804\ub9dd \uc2dc\ub098\ub9ac\uc624 BEST 3<\/h3>\n

\uace8\ub4dc\ub9cc\uc0ad\uc2a4, \ubaa8\uac74\uc2a4\ud0e0\ub9ac, IMF \ub4f1 \uc720\uc218 \uae30\uad00\uc758 2026\ub144 \ud558\ubc18\uae30 \uc804\ub9dd \ubcf4\uace0\uc11c\ub97c \uc885\ud569 \ubd84\uc11d\ud55c \uacb0\uacfc, \uae00\ub85c\ubc8c \uacbd\uc81c\uc758 \uc804\uac1c \uacbd\ub85c\ub294 \ub2e4\uc74c \uc138 \uac00\uc9c0 \ud575\uc2ec \uc2dc\ub098\ub9ac\uc624\ub85c \uc555\ucd95\ub429\ub2c8\ub2e4.<\/p>\n

\uc2dc\ub098\ub9ac\uc624 1: \uc18c\ud504\ud2b8\ub79c\ub529 \uae30\ubc18\uc758 \u2018K\uc790\ud615 \ucc28\ubcc4\ud654\u2019 (\ud655\ub960 55%)<\/p>\n

\ubbf8\uad6d \uacbd\uc81c\uac00 \uc644\ub9cc\ud55c \uc5f0\ucc29\ub959\uc5d0 \uc131\uacf5\ud558\uba70 \ube45\ud14c\ud06c \ubc0f \ucca8\ub2e8 \uc5d0\ub108\uc9c0 \uc778\ud504\ub77c \uae30\uc5c5\ub4e4\uc774 \uc9c0\uc218\ub97c \uacac\uc778\ud558\ub294 \ud615\ud0dc\uc785\ub2c8\ub2e4. \ub2e4\ub9cc \uc800\uc18c\ub4dd\uce35 \uc18c\ube44 \uce68\uccb4\uc640 \uad6c\uacbd\uc81c \uc81c\uc870\uc5c5\uc758 \uad6c\uc870\uc870\uc815\uc774 \ub3d9\ubc18\ub418\uba70 \uc9c0\uc218 \uc0c1\uc2b9 \ud3ed \ub300\ube44 \uccb4\uac10 \uacbd\uae30\ub294 \uc81c\ud55c\ub420 \uac00\ub2a5\uc131\uc774 \ub192\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc2dc\ub098\ub9ac\uc624 2: \uacf5\uae09\ub9dd \ubd84\uc808\ud654\uc5d0 \ub530\ub978 \u2018\uc2a4\ud0dc\uadf8\ud50c\ub808\uc774\uc158 \ub9ac\uc2a4\ud06c\u2019 (\ud655\ub960 30%)<\/p>\n

\ubbf8-\uc911 \ubb34\uc5ed \ubd84\uc7c1 2\ub77c\uc6b4\ub4dc\uc640 \uc9c0\uc815\ud559\uc801 \uc694\ucda9\uc9c0\uc758 \uc6b4\uc784 \uc0c1\uc2b9\uc73c\ub85c \uc778\ud574 \ubb3c\uac00 \ud558\ub77d\uc138\uac00 \uba48\ucd94\uace0 \uc911\uc559\uc740\ud589\ub4e4\uc774 \ucd94\uac00 \uc644\ud654\ub97c \uc911\ub2e8<\/span>\ud558\ub294 \uc2dc\ub098\ub9ac\uc624\uc785\ub2c8\ub2e4. \uc774 \uacbd\uc6b0 \uace0\ubd80\ucc44 \uc2e0\ud765\uad6d \ud1b5\ud654\uac00 \uc9c1\uaca9\ud0c4\uc744 \ub9de\uac8c \ub429\ub2c8\ub2e4.<\/p>\n

\uc2dc\ub098\ub9ac\uc624 3: \uc720\ub3d9\uc131 \uc7ac\ubd84\ubc30\uc640 \uae00\ub85c\ubc8c \uc2e0\ud765\uad6d \ub7a0\ub9ac (\ud655\ub960 15%)<\/p>\n

\ub2ec\ub7ec \uc57d\uc138\uac00 \ubcf8\uaca9\ud654\ub418\uba70 \uadf9\ub2e8\uc801\uc73c\ub85c \uc800\ud3c9\uac00\ub418\uc5c8\ub358 \ub3d9\uc544\uc2dc\uc544 \ubc0f \ub0a8\ubbf8 \uc790\uc0b0\uc73c\ub85c \uae00\ub85c\ubc8c \uc2a4\ub9c8\ud2b8 \uba38\ub2c8\uac00 \uae09\uaca9\ud788 \ud68c\uadc0\ud558\ub294 \uad6c\uc870\uc785\ub2c8\ub2e4. \ub2e8, \uc774\ub294 \ubbf8\uad6d \uc678 \uc9c0\uc5ed\uc758 \uad6c\uc870 \uac1c\ud601 \uc131\uacfc\uac00 \uc785\uc99d\ub418\uc5b4\uc57c \ud55c\ub2e4\ub294 \uc804\uc81c\uac00 \ubd99\uc2b5\ub2c8\ub2e4.<\/p>\n

\n

\"\ub300\ubd84\uae30(The
\ub300\ubd84\uae30(The Great Divergence)\uc758 \uac08\ub9bc\uae38: 2026\ub144 \uae00\ub85c\ubc8c \uacbd\uc81c \ub9ac\uc2a4\ud06c\uc640 \ub300\uc751 \uc804\ub7b5 – \uc774\ubbf8\uc9c0 #4<\/figcaption><\/figure>\n<\/p>\n

4. \ud55c\uad6d \ud22c\uc790\uc790\/\ub3c5\uc790\uac00 \ubc18\ub4dc\uc2dc \uccb4\ud06c\ud574\uc57c \ud560 3\uac00\uc9c0 \ud589\ub3d9 \uc694\ub839<\/h3>\n

\ub300\ubd84\uae30\ub77c\ub294 \uaca9\ub791 \uc18d\uc5d0\uc11c \ub0b4 \uc18c\uc911\ud55c \uc790\uc0b0\uc744 \uc9c0\ud0a4\uace0 \uc548\uc815\uc801\uc778 \uc218\uc775\ub960\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \uac1c\uc778 \ud22c\uc790\uc790\uac00 \uc989\uac01 \uc2e4\ud589\ud574\uc57c \ud560 3\ub300 \uc2e4\ucc9c \uac00\uc774\ub4dc\ub97c \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n

1) \ub2ec\ub7ec \uc790\uc0b0 \ud30c\uc774\ud504\ub77c\uc778\uc758 \uc0c1\uc2dc \uc720\uc9c0: \uc6d0\/\ub2ec\ub7ec \ud658\uc728\uc774 1,300\uc6d0\ub300 \uc911\ubc18\uc5d0 \uace0\ucc29\ud654\ub418\ub354\ub77c\ub3c4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 \ucd5c\uc18c 30% \uc774\uc0c1\uc744 \ubbf8\uad6d \ub2e8\uae30 \uad6d\ucc44 \ubc0f \uc6b0\ub7c9 \ubc30\ub2f9 ETF \ub4f1 \ub2ec\ub7ec \ud604\uae08 \ucc3d\ucd9c \uc790\uc0b0<\/span>\uc73c\ub85c \uad6c\uc131\ud558\uc5ec \ud1b5\ud654 \ubc29\uc5b4\ub9c9\uc744 \uad6c\ucd95\ud558\uc2ed\uc2dc\uc624.<\/p>\n

2) \uac00\uaca9 \uacb0\uc815\ub825(Pricing Power)\uc744 \ubcf4\uc720\ud55c \ub3c5\uc810 \uae30\uc5c5 \uc555\ucd95: \uc778\ud50c\ub808\uc774\uc158 \uc555\ub825\uc744 \uc18c\ube44\uc790\uc5d0\uac8c \uc804\uac00\ud560 \uc218 \uc788\ub294 \ub3c5\uc810\uc801 IP, \uc6d0\ucc9c \uae30\uc220\uc744 \uac00\uc9c4 \uae00\ub85c\ubc8c \uc120\ub3c4 \uae30\uc5c5\uc73c\ub85c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc2ac\ub9bc\ud654\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n

3) \ucc44\uad8c \ub4c0\ub808\uc774\uc158 \uad00\ub9ac\uc640 \ub9ac\ubc38\ub7f0\uc2f1 \uc8fc\uae30 \ub2e8\ucd95: \uac01\uad6d \uc911\uc559\uc740\ud589\uc758 \uc815\ucc45 \uc5c7\ubc15\uc790\ub85c \uc778\ud574 \uc7a5\uae30 \ucc44\uad8c\uc758 \uae08\ub9ac \ubcc0\ub3d9\uc131\uc774 \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9cc\uae30\uac00 \uae34 \ucc44\uad8c\ubcf4\ub2e4\ub294 \uc911\ub2e8\uae30 \ucc44\uad8c \uc911\uc2ec\uc758 \uc0ac\ub2e4\ub9ac\ud615 \ud3ec\ud2b8\ud3f4\ub9ac\uc624<\/span>\ub97c \uad6c\ucd95\ud558\ub294 \uac83\uc774 \ud604\uba85\ud569\ub2c8\ub2e4.<\/p>\n

\n

\"\ub300\ubd84\uae30(The
\ub300\ubd84\uae30(The Great Divergence)\uc758 \uac08\ub9bc\uae38: 2026\ub144 \uae00\ub85c\ubc8c \uacbd\uc81c \ub9ac\uc2a4\ud06c\uc640 \ub300\uc751 \uc804\ub7b5 – \uc774\ubbf8\uc9c0 #5<\/figcaption><\/figure>\n<\/p>\n
\ud83d\udca1 \uc2e4\uc804 \ud575\uc2ec \uc694\uc57d \uac00\uc774\ub4dc<\/b>
\uc804\ubb38 \uc800\ub110\ub9ac\uc2a4\ud2b8 \uc778\uc0ac\uc774\ud2b8 \ud301 #2<\/div>\n

\uc790\uc0b0 \ubc30\ubd84\uc5d0\uc11c \uac00\uc7a5 \uce58\uba85\uc801\uc778 \uc2e4\uc218\ub294 “\ub2e8\uc21c \uad6d\uac00\uc9c0\ub9ac\uc801 \ubd84\uc0b0”\uc5d0 \uc548\uc8fc\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc774 \ucabc\uac1c\uc9c0\ub294 \ub300\ubd84\uae30 \uc2dc\ub300\uc5d0\ub294 \uad6d\uac00\uac00 \uc544\ub2cc \uae00\ub85c\ubc8c \ud544\uc218 \ubd88\uac00\uacb0\ud55c \ubc38\ub958\uccb4\uc778(\uc804\ub825\ub9dd, \ubc18\ub3c4\uccb4 \uc7a5\ube44, \ud53c\uc9c0\uceec AI)<\/span>\uc744 \uae30\uc900\uc73c\ub85c \uc790\uc0b0\uc744 \uc7ac\ud3b8\ud574\uc57c \uc2b9\ub960\uc744 \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

5. \uae00\ub85c\ubc8c \ub274\uc2a4 Q&A BEST 3<\/h3>\n

\u2753 Q. \uacfc\uac70\uc758 \ub300\ubd84\uae30\uc640 2026\ub144 \ub300\ubd84\uae30\uc758 \uac00\uc7a5 \uacb0\uc815\uc801\uc778 \ucc28\uc774\uc810\uc740 \ubb34\uc5c7\uc778\uac00\uc694?<\/p>\n

A.<\/b> \uacfc\uac70 19\uc138\uae30 \ub300\ubd84\uae30\uac00 \uc11c\uad6c\uad8c\uacfc \ube44\uc11c\uad6c\uad8c \uac04\uc758 ‘\uc81c\uc870\uc5c5 \uc0dd\uc0b0\uc131’ \uaca9\ucc28\uc600\ub2e4\uba74, 2026\ub144\uc758 \ub300\ubd84\uae30\ub294 \uc5f0\uc0b0 \ub2a5\ub825(Compute Power)\uacfc \uccad\uc815 \uc804\ub825 \uc778\ud504\ub77c\uc758 \ub3c5\uc810 \uc5ec\ubd80<\/span>\uc5d0 \uc758\ud574 \uad6d\uac00 \ubc0f \uae30\uc5c5 \uac04 \uc6b4\uba85\uc774 \uac08\ub9ac\uace0 \uc788\ub2e4\ub294 \uc810\uc785\ub2c8\ub2e4.<\/div>\n

\u2753 Q. \ud658\uc728\uc774 \ub192\uc740 \uc0c1\ud0dc\uc778\ub370 \uc9c0\uae08 \ub2ec\ub7ec \uc790\uc0b0\uc5d0 \uc2e0\uaddc \uc9c4\uc785\ud574\ub3c4 \uad1c\ucc2e\uc744\uae4c\uc694?<\/p>\n

A.<\/b> \ud658\ucc28\uc775 \uc790\uccb4\ub9cc\uc744 \ub178\ub9b0 \uc62c\uc778 \ud22c\uc790\ub294 \uc704\ud5d8\ud558\uc9c0\ub9cc, \uae00\ub85c\ubc8c \uc704\uae30 \uc2dc \uc790\uc0b0 \uac00\uce58\ub97c \ubc29\uc5b4\ud574 \uc8fc\ub294 ‘\ubcf4\ud5d8\uc131 \ud5e4\uc9c0 \uc790\uc0b0’ \uad00\uc810\uc5d0\uc11c \ub9e4\uc6d4 \uc801\ub9bd\uc2dd\uc73c\ub85c \ubd84\ud560 \ub9e4\uc218<\/span>\ud558\ub294 \uc804\ub7b5\uc740 \uc5ec\uc804\ud788 \uac00\uc7a5 \uc720\ud6a8\ud55c \ub9ac\uc2a4\ud06c \uad00\ub9ac \uc218\ub2e8\uc785\ub2c8\ub2e4.<\/div>\n

\u2753 Q. \uad6d\ub0b4 \uc99d\uc2dc(KOSPI\/KOSDAQ)\ub294 \uc774\ubc88 \ub300\ubd84\uae30\uc5d0\uc11c \uc644\uc804\ud788 \uc18c\uc678\ub418\ub294 \uac74\uac00\uc694?<\/p>\n

A.<\/b> \uc804\uccb4 \uc9c0\uc218 \ub7a0\ub9ac\ub294 \uc81c\ud55c\ub420 \uc218 \uc788\uc73c\ub098, \uae00\ub85c\ubc8c \ub300\ubd84\uae30\uc758 \uc218\ud61c\ub97c \uc9c1\uc811 \uc785\ub294 \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd \ud575\uc2ec \uc7a5\ube44\u00b7\uc18c\uc7ac \uae30\uc5c5\uacfc \ubc29\uc0b0, \uc6d0\uc804 \uc778\ud504\ub77c \uc218\ucd9c \uae30\uc5c5<\/span>\uc740 \ucc28\ubcc4\ud654\ub41c \ub3c5\uc790 \ub7a0\ub9ac\ub97c \ud3bc\uce60 \uac00\ub2a5\uc131\uc774 \ub9e4\uc6b0 \ub192\uc2b5\ub2c8\ub2e4.<\/div>\n

\n

\"\ub300\ubd84\uae30(The
\ub300\ubd84\uae30(The Great Divergence)\uc758 \uac08\ub9bc\uae38: 2026\ub144 \uae00\ub85c\ubc8c \uacbd\uc81c \ub9ac\uc2a4\ud06c\uc640 \ub300\uc751 \uc804\ub7b5 – \uc774\ubbf8\uc9c0 #6<\/figcaption><\/figure>\n<\/p>\n

\ucd5c\uc885 \ube0c\ub9ac\ud551 1\uc904 \uc694\uc57d \ubc0f \uc2dc\uc0ac\uc810<\/p>\n

“2026\ub144 \uae00\ub85c\ubc8c \uacbd\uc81c\ub294 \ubaa8\ub450\uac00 \ud568\uaed8 \uc624\ub974\ub294 \uc2dc\ub300\uac00 \ub05d\ub0ac\uc74c\uc744 \uc120\uc5b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uc81c\ub294 \ub9c9\uc5f0\ud55c \ub099\uad00\ub860\uc744 \ubc84\ub9ac\uace0 \ub3c5\uc810\uc801 \uae30\uc220\ub825\uacfc \ud1b5\ud654 \ud5e4\uc9c0\ub825\uc744 \uac16\ucd98 ‘\uc2b9\uc790 \ub3c5\uc2dd \uc0dd\ud0dc\uacc4’\uc5d0 \uba85\ud655\ud788 \ud0d1\uc2b9\ud574\uc57c\ub9cc \uc790\uc0b0\uc758 \uc2e4\uc9c8 \uad6c\ub9e4\ub825\uc744 \uc9c0\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.”<\/p>\n","protected":false},"excerpt":{"rendered":"

\ud83c\udf10 GLOBAL NEWS JOURNAL & BRIEFING 2026\ub144 \uae00\ub85c\ubc8c \uacbd\uc81c \ub300\ubd84\uae30\uc758 \uac08\ub9bc\uae38: \uc678\uc2e0 \uae34\uae09 \ubd84\uc11d\uacfc \ud55c\uad6d \ud22c\uc790\uc790 3\ub300 \ub300\uc751 \uc804\ub7b5 2026\ub144 8\uc6d4, \uae00\ub85c\ubc8c \uae08\uc735 \uc2dc\uc7a5\uc740 \ub2e8\uc21c\ud55c \uacbd\uae30 \uc0ac\uc774\ud074 \uc21c\ud658\uc744 \ub118\uc5b4 \uad6d\uac00 \uac04\u00b7\uc0b0\uc5c5 \uac04 \uc591\uadf9\ud654\uac00 \uadf9\uc5d0 \ub2ec\ud558\ub294 \u2018\uc81c2\uc758 \ub300\ubd84\uae30(The Great Divergence)\u2019 \uad6d\uba74\uc5d0 \uacf5\uc2dd \uc9c4\uc785\ud588\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed)\uc758 \uae08\ub9ac \uc644\ud654 \uc18d\ub3c4 \uc870\uc808\uacfc \uc720\ub7fd\u00b7\uc544\uc2dc\uc544 \uc8fc\uc694\uad6d\uc758 \ud1b5\ud654 \uc815\ucc45 \ub2e4\ubcc0\ud654, \uadf8\ub9ac\uace0 AI […]<\/p>\n","protected":false},"author":1,"featured_media":283,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[137,138,140,139,109,141,107],"class_list":["post-289","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1","tag-137","tag-138","tag-140","tag-139","tag-109","tag-141","tag-107"],"_links":{"self":[{"href":"http:\/\/mpluskj.dothome.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/289","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/mpluskj.dothome.co.kr\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/mpluskj.dothome.co.kr\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/mpluskj.dothome.co.kr\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/mpluskj.dothome.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=289"}],"version-history":[{"count":0,"href":"http:\/\/mpluskj.dothome.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/289\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/mpluskj.dothome.co.kr\/index.php?rest_route=\/wp\/v2\/media\/283"}],"wp:attachment":[{"href":"http:\/\/mpluskj.dothome.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=289"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/mpluskj.dothome.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=289"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/mpluskj.dothome.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=289"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}