์ฃผ์‹์ •๋ณด
๐Ÿฆ‰ 2 0 2 1 . 0 5 . 2 7
๋ถ€์—‰์‚ฌ๋ถ€๋‹˜
192 ์กฐํšŒ์ˆ˜
2021.05.27

๐Ÿฆ‰ 2 0 2 1 . 0 5 . 2 7

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๏ผป๋ชจ๋‹๋ธŒ๋ฆฌํ•‘๏ผฝ

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โ˜‘ #๋‹ค์šฐ์กด์Šค (+0.03%)

โ˜‘ #๋‚˜์Šค๋‹ฅ์ข…ํ•ฉ (+0.59%)

โ˜‘ #S&P500 (+0.19%


26์ผ ๋‰ด์š•์ฆ์‹œ๋Š” ๋ฌผ๊ฐ€ ์ƒ์Šน์— ๋Œ€ํ•œ ์šฐ๋ ค๊ฐ€ ๋‹ค์†Œ ์ง„์ •๋˜๋ฉด์„œ 3๋Œ€ ์ง€์ˆ˜ ๋ชจ๋‘ ์ƒ์Šน๋งˆ๊ฐํ–ˆ์Šต๋‹ˆ๋‹คย 


๋‹ค์šฐ์ง€์ˆ˜์™€ S&P500์ง€์ˆ˜๊ฐ€ 0.03%, 0.19% ์ƒ์Šนํ–ˆ์œผ๋ฉฐ, ๊ธฐ์ˆ ์ฃผ ์ค‘์‹ฌ์˜ ๋‚˜์Šค๋‹ฅ์ง€์ˆ˜๋Š” 0.59% ๊ฐ•๋ณดํ•ฉ ํ๋ฆ„์„ ๋ณด์˜€์Šต๋‹ˆ๋‹คย 


์ตœ๊ทผ ์ฃผ์š” ๊ฒฝ์ œ์ง€ํ‘œ๊ฐ€ ๋‹ค์†Œ ์‹ค๋ง์Šค๋Ÿฐ ๋ชจ์Šต์„ ๋ณด์ธ ๊ฐ€์šด๋ฐ, ๋ฌผ๊ฐ€ ์ƒ์Šน์— ๋Œ€ํ•œ ์šฐ๋ ค๊ฐ€ ์ง„์ •๋˜๋ฉด์„œ ์ฆ์‹œ์— ๊ธ์ •์ ์œผ๋กœ ์ž‘์šฉํ•œ๋“ฏ ๋ณด์ž…๋‹ˆ๋‹ค. ์‹œ์žฅ์—์„œ๋Š” ์˜ค๋Š” 28์ผ ๋ฐœํ‘œ๋˜๋Š” ์—ฐ๋ฐฉ์ค€๋น„์ œ๋„(Fed)๊ฐ€ ์„ ํ˜ธํ•˜๋Š” ๋ฌผ๊ฐ€ ์ง€ํ‘œ์ธ ๊ฐœ์ธ์†Œ๋น„์ง€์ถœ(PCE) ๊ฐ€๊ฒฉ์ง€์ˆ˜๋ฅผ ์ฃผ๋ชฉํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ์—ฐ๋ฐฉ์ค€๋น„์œ„์›ํšŒ(Fed) ๋‹น๊ตญ์ž ๋˜ํ•œ ๋ฌผ๊ฐ€ ์ƒ์Šน ์••๋ ฅ์ด ์ผ์‹œ์ ์ผ ๊ฒƒ์ด๋ผ๊ณ  ์–ธ๊ธ‰ํ–ˆ์Šต๋‹ˆ๋‹คย 


๋น„ํŠธ์ฝ”์ธ ๋“ฑ ๊ฐ€์ƒํ™”ํ ๊ฐ€๊ฒฉ์ด ์•ˆ์ •๋œ ๋ชจ์Šต์„ ๋ณด์ธ ์ ๋„ ํˆฌ์ž ์‹ฌ๋ฆฌ๋ฅผ ํ‚ค์šฐ๋Š” ๋ชจ์Šต์ž…๋‹ˆ๋‹ค. ๋น„ํŠธ์ฝ”์ธ ๊ฐ€๊ฒฉ์€ ์ด๋‚  ํ•œ๋•Œ 4๋งŒ ๋‹ฌ๋Ÿฌ๋ฅผ ํšŒ๋ณตํ–ˆ๋‹ค๊ฐ€ ์ดํ›„ 3๋งŒ8,000๋‹ฌ๋Ÿฌ ์ˆ˜์ค€์—์„œ ๊ฑฐ๋ž˜๋˜๋Š” ๋“ฑ ํ•œ๋™์•ˆ ๊ธ‰๋“ฑ๋ฝ์„ธ๋ฅผ ๋ณด์˜€๋˜ ๋น„ํŠธ์ฝ”์ธ ๊ฐ€๊ฒฉ์ด ๋‹ค์†Œ ์•ˆ์ •๋œ ๋ชจ์Šต์„ ๋ณด์˜€์Šต๋‹ˆ๋‹คย 


๊ฒฝ์ œ ์ •์ƒํ™” ๊ธฐ๋Œ€๊ฐ์ด ์ง€์†๋˜๊ณ  ์žˆ๋Š” ์ ๋„ ๊ธ์ •์ ์œผ๋กœ ์ž‘์šฉํ–ˆ์Šต๋‹ˆ๋‹ค. ๋ฏธ๊ตญ์˜ ์—ฌ๋ฆ„ ํœด๊ฐ€ ์‹œ์ฆŒ์ด ๋‹ค๊ฐ€์˜ค๋Š” ๊ฐ€์šด๋ฐ, ์ฝ”๋กœ๋‚˜19 ๋ฐฑ์‹  ์ ‘์ข… ๊ฐ€์†ํ™”์— ๋”ฐ๋ฅธ ๊ฒฝ์ œ ํšŒ๋ณต ๊ธฐ๋Œ€๊ฐ์ด ์ง€์†๋˜๋Š” ๋ชจ์Šต์ด๋ฉฐ ์ „์ผ ๊ธฐ์ค€ ๋ฏธ๊ตญ์˜ ์ฝ”๋กœ๋‚˜19 7์ผ ํ‰๊ท  ์‹ ๊ทœ ํ™•์ง„์ž์ˆ˜๊ฐ€ ์ง€๋‚œ 6์›” ์ดํ›„ ์ฒ˜์Œ์œผ๋กœ 2๋งŒ 5000๋ช… ์•„๋ž˜๋กœ ๋–จ์–ด์กŒ์Šต๋‹ˆ๋‹คย 


๊ตญ์ œ์œ ๊ฐ€๋Š” ็พŽ ์›์œ ์žฌ๊ณ  ๊ฐ์†Œ ๋“ฑ์— ์†Œํญ ์ƒ์Šนํ–ˆ์œผ๋ฉฐ ็พŽ ๊ตญ์ฑ„๊ฐ€๊ฒฉ์€ ์ž…์ฐฐ ํ˜ธ์กฐ์—๋„ ์—ฐ์† ์ƒ์Šน ๋ถ€๋‹ด๊ฐ ๋“ฑ์— ์•ฝ์„ธ๋ฅผ ๋‚˜ํƒ€๋‚ธ ๋ฐ˜๋ฉด, ์•ˆ์ „์ž์‚ฐ์ธ ๊ธˆ ๊ฐ€๊ฒฉ์€ ํˆฌ์ž์ž๋“ค์˜ ์œ„ํ—˜์ž์‚ฐ ํšŒํ”ผ ์‹ฌ๋ฆฌ๋กœ ์ธํ•ด ์ƒ์Šนํ–ˆ์Šต๋‹ˆ๋‹คย 


ํ˜„์žฌ ์ž๋ณธ์‹œ์žฅ์˜ ํ๋ฆ„์€ ๊ฐ€์ƒํ™”ํ ์‹œ์žฅ๊ณผ ๋ฏธ์ฆ์‹œ๋ฅผ ์ค‘์‹ฌ์œผ๋กœ ์›€์ง์˜€์œผ๋ฉฐ, ์–ด๋Š์ •๋„ ๋น„ํŠธ์ฝ”์ธ์˜ ๋‚™ํญ์ด ์ง„์ •๋˜์ž ๊ธ€๋กœ๋ฒŒ ์ฆ๊ถŒ์‹œ์žฅ ๋˜ํ•œ ๊ฐ•๋ณดํ•ฉ์„ ์žก์•„์ฃผ๋Š” ํ๋ฆ„์ž…๋‹ˆ๋‹ค.ย 


์ง€์ˆ˜๋Š” ํ•œ๋™์•ˆ ํ˜„์žฌ ๊ฐ€๊ฒฉ๋ถ€๊ทผ ์ƒํ•˜ํญ์œผ๋กœ 2%๊ฐ€๋Ÿ‰ ์—ด๋ฆฐ ํšก๋ณด์„ธ๋ฅผ ๋ณด์ผ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜๋ฉฐ, ์ด๋Ÿฌํ•œ ์ง€์ˆ˜ ์•ฝ์„ธ๊ธฐ์™€ ๋ฐ•์Šค๊ถŒ ์žฅ์„ธ์—์„œ๋Š” ์ฝ”์Šค๋‹ฅ ์ข…๋ชฉ ์œ„์ฃผ์˜ ๊ฐœ๋ณ„ ํ…Œ๋งˆ์ฃผ๋“ค์ด ๊ฐ•์„ธ๋ฅผ ๋ณด์ด๋ฏ€๋กœ, ๊ฑฐ๋ž˜๋Œ€๊ธˆ ๋“ค์–ด์˜ค๋Š” ์ข…๋ชฉ๋“ค ๋™ํ–ฅ ์ง€์ผœ๋ณด๋ฉด์„œ ์‹œ์žฅ ๋ณด๊ฒ ์Šต๋‹ˆ๋‹ค.





๐Ÿฆ‰ 2 0 2 1 . 0 5 . 2 7

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๏ผป๋ชจ๋‹์ด์Šˆ๏ผฝ

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[๋‹จ๋…] ํ˜„๋Œ€์ฐจ โ€˜6๋…„ยท12๋งŒkm ์•Œ์งœ ์ค‘๊ณ ์ฐจโ€™ ์ฐœโ€ฆ์ค‘๊ณ ์ฐจ ์—…๊ณ„ ๋ถ€๊ธ€๋ถ€๊ธ€

https://n.news.naver.com/mnews/article/028/0002546063?sid=101


๋ฐ˜๋„์ฒด M&A๋งˆ๋‹ค ์–ด๊นƒ์žฅ ๋†จ๋˜ ไธญโ€ฆSK, ์ธํ…” ๋‚ธ๋“œ ์ธ์ˆ˜ ๋ฐœ๋ชฉ ์žก๋‚˜

https://n.news.naver.com/mnews/article/366/0000723047?sid=105


[๋‹จ๋…]SK 'AI ์ปจํŠธ๋กคํƒ€์›Œ' ํ‚ค์šด๋‹คโ€ฆSKT, AI ์ „๋žต ์ด๊ด„TF '์•„ํด๋กœ' ๊ฐ€๋™

https://n.news.naver.com/mnews/article/421/0005375148?sid=105


G80 ์ „์ž์ œ์–ด ์œ ์••์žฅ์น˜ ๊ฒฐํ•จโ€ฆํ˜„๋Œ€ยท๊ธฐ์•„ ๋“ฑ 8๊ฐœ์‚ฌ 71๋งŒ๋Œ€ ๋ฆฌ์ฝœ

https://n.news.naver.com/mnews/article/001/0012418880?sid=101


SK์™€ ์†์žก์€ ํฌ๋“œ, 2030๋…„๊นŒ์ง€ ๊ธ€๋กœ๋ฒŒ ่ปŠํŒ๋งค 40%๋ฅผ ์ „๊ธฐ์ฐจ๋กœ

https://n.news.naver.com/mnews/article/001/0012418895?sid=101


NY์ฆ์‹œ, ์ธํ”Œ๋ ˆ ์šฐ๋ ค ์ถ•์†Œยท๊ฐ€์ƒํ™”ํ ์•ˆ์ •์— ์ƒ์Šน(์ข…ํ•ฉ)

https://n.news.naver.com/mnews/article/277/0004909479?sid=101


๋‘์‚ฐ้‡, 'ํ•œ๋ฏธ ์›์ „๋™๋งน'์œผ๋กœ ์ˆ˜์ถœ๊ธธ ํ™œ์งโ€ฆ"์‚ฌ์šฐ๋”” ์ˆ˜์ฃผ ์œ ๋ ฅ"

https://n.news.naver.com/mnews/article/008/0004592992?sid=101


"์‹œ์žฅ, ์ธํ”Œ๋ ˆ ๋ณด๋Š๋ผ ์ด ์œ„ํ—˜์„ ๋†“์น˜๊ณ  ์žˆ๋‹ค" ๋ธ”๋ž™๋ก์˜ ๊ฒฝ๊ณ 

https://n.news.naver.com/mnews/article/008/0004592972?sid=101


โ€˜์ค‘๊ตญ๋ฐœ ๊ฒฝ๊ณ โ€™์— ์ฒ ๊ด‘์„ ๊ฐ’์€ ์ฃผ์ถคํ•˜์ง€๋งŒโ€ฆ ์ฒ ๊ฐ•์žฌ๋Š” ์—ฌ์ „ํžˆ ๊ณ ๊ณตํ–‰์ง„

https://n.news.naver.com/mnews/article/469/0000606904?sid=101



๐Ÿฆ‰ 2 0 2 1 . 0 5 . 27

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๏ผป์ฃผ์š”๋‰ด์Šค๏ผฝ

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โ— ํ€„์Šค ์—ฐ์ค€ ๋ถ€์˜์žฅ "๊ธฐ๋Œ€ ๋ถ€ํ•ฉํ•˜๋ฉด ํ…Œ์ดํผ๋ง ๋…ผ์˜ ์‹œ๊ธฐ ๋‹ค๊ฐ€์™€"


https://news.einfomax.co.kr/news/articleView.html?idxno=4149355


โ— DBS "๋น„ํŠธ์ฝ”์ธ ์ฆ์‹œ ๋ณ€๋™์„ฑ์— ์˜ํ–ฅโ€ฆ๋”๋Š” ๋น„์ฃผ๋ฅ˜์ž์‚ฐ ์•„๋ƒ"


https://news.einfomax.co.kr/news/articleView.html?idxno=4149343


โ— ์•ผ๋†€์ž, ๋‚˜์Šค๋‹ฅ ์งํ–‰โ€ฆ์†์ •์˜ 2์กฐ์› ํˆฌ์ž


https://www.hankyung.com/finance/article/2021052627701


โ— ๊ตญ์ œํ•ญ๊ณต ์ด์šฉ๊ฐ์ˆ˜ 16๊ฐœ์›” ๋งŒ์— ๋ฐ˜๋“ฑ


http://www.dt.co.kr/contents.html?article_no=2021052702100151031001&ref=naver


โ— ํ™๋‚จ๊ธฐ "2028๋…„๊นŒ์ง€ 1์กฐ์› ํˆฌ์ž…โ€ฆ100๋งŒ๋ช… ๋ฐ”์ด์˜ค ๋น…๋ฐ์ดํ„ฐ ๊ตฌ์ถ•"


https://www.hankyung.com/economy/article/2021052626941


โ— ํ•œ๊ตญ, ๋ฏธ๊ตญ ์œ ์ธ ๋‹ฌํƒ์‚ฌ ํ”„๋กœ์ ํŠธ ํ•ฉ๋ฅ˜


https://www.hankyung.com/it/article/202105262436i


โ— ์ฝ”๋กœ๋‚˜19์—๋„ ํ˜ธํ™ฉ ๋ˆ„๋ฆฐ ๊ณจํ”„์žฅ์—…๊ณ„, ์ง€๋‚œํ•ด 7์กฐ66์–ต์› ์—ญ๋Œ€ ์ตœ๊ณ 


https://www.edaily.co.kr/news/read?newsId=01082406629053184&mediaCodeNo=258


โ— ํ•˜์ด๋ธŒ, 4455์–ต ์œ ์ƒ์ฆ์ž '์ฒญ์‹ ํ˜ธ'


https://www.hankyung.com/finance/article/2021052627061


โ— ๋น„ํŠธ์ฝ”์ธ ๋น„ํ‹€๋Œ€๋‹ˆ ๊ณ ๊ฐœ๋“œ๋Š” ๊ณจ๋“œ๋ฐ”โ€ฆ1๋…„์ƒˆ ํŒ๋งค 2๋ฐฐ


https://www.mk.co.kr/news/economy/view/2021/05/508224/


โ— 50์–ต ๋„˜๋Š” ์••๊ตฌ์ • ์•„ํŒŒํŠธ, 2030 ์—ฌ์„ฏ๋ช…์€ ๋Œ€์ถœ ์—†์ด ์ƒ€๋‹ค


https://news.joins.com/article/24067495


โ— ็พŽ, ํ•œ๊ตญ๊ตฐ์— ๋ฐฑ์‹  ์ง€์›ํ–ˆ๋Š”๋ฐโ€ฆ๋ฌธ ๋Œ€ํ†ต๋ น "๋Œ€๊ทœ๋ชจ ์—ฐํ•ฉํ›ˆ๋ จ ์–ด๋ ค์›Œ"


https://www.hankyung.com/politics/article/2021052627261

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