์ฃผ์‹์ •๋ณด
๐Ÿฆ‰ 2 0 2 1 . 0 5 . 3 1 ๋ชจ๋‹๋ธŒ๋ฆฌํ•‘
๋ถ€์—‰์‚ฌ๋ถ€๋‹˜
333 ์กฐํšŒ์ˆ˜
2021.05.31

๐Ÿฆ‰ 2 0 2 1 . 0 5 . 31

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๏ผป๋ชจ๋‹๋ธŒ๋ฆฌํ•‘๏ผฝ

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โ˜‘ #๋‹ค์šฐ์กด์Šค (+0.19%)

โ˜‘ #๋‚˜์Šค๋‹ฅ์ข…ํ•ฉ (+0.09%)

โ˜‘ #S&P500 (+0.08%)


๋‰ด์š•์ฆ์‹œ๋Š” ์ธํ”Œ๋ ˆ์ด์…˜ ์šฐ๋ ค์—๋„ ๊ฒฝ์ œ ํšŒ๋ณต ๊ธฐ๋Œ€๊ฐ์ด ์ง€์†๋˜๋ฉด์„œ 3๋Œ€ ์ง€์ˆ˜ ๋ชจ๋‘ ์ƒ์Šน ๋งˆ๊ฐํ–ˆ์Šต๋‹ˆ๋‹ค ๋‹ค์šฐ์ง€์ˆ˜์™€ S&P500์ง€์ˆ˜๊ฐ€ 0.19%, 0.08% ์ƒ์Šนํ–ˆ์œผ๋ฉฐ, ๋‚˜์Šค๋‹ฅ์ง€์ˆ˜๋„ 0.09% ์ƒ์Šนํ๋ฆ„์„ ๋ณด์˜€์œผ๋ฉฐ ๋ฐ˜๋“ฑ๊ธฐ์กฐ๊ฐ€ ์ง€์†๋˜๋Š” ์ถ”์ด์ž…๋‹ˆ๋‹ค


์ „์ผ ๋ฐœํ‘œ๋œ 4์›” ๊ทผ์› ๊ฐœ์ธ์†Œ๋น„์ง€์ถœ(PCE)์ด ์‹œ์žฅ ์˜ˆ์ƒ์น˜๋ฅผ ์ƒํšŒํ•˜๋ฉด์„œ ์ธํ”Œ๋ ˆ์ด์…˜ ์šฐ๋ ค๊ฐ€ ์ปค์ง€๊ธฐ๋„ ํ–ˆ์ง€๋งŒ, ์•ž์„œ ๋ฐœํ‘œ๋œ 4์›” ์†Œ๋น„์ž๋ฌผ๊ฐ€์ง€์ˆ˜(CPI) ์ƒ์Šน๋ฅ ๋ณด๋‹ค๋Š” ๋‚ฎ๋‹ค๋Š” ์ธ์‹ ์†์— ์‹œ์žฅ์— ํฐ ์ถฉ๊ฒฉ์„ ์ฃผ์ง€ ์•Š์•˜์Šต๋‹ˆ๋‹คย 


็พŽ ์ƒ๋ฌด๋ถ€๋Š” 4์›” ๊ฐœ์ธ์†Œ๋น„์ง€์ถœ(PCE)์ด ์ „์›”๋Œ€๋น„ 0.6%, ์ „๋…„๋™์›”๋Œ€๋น„ 3.6% ์ƒ์Šนํ–ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ์œผ๋ฉฐ ํŠนํžˆ, ๋ณ€๋™์„ฑ์ด ํฐ ์‹ํ’ˆ๊ณผ ์—๋„ˆ์ง€๋ฅผ ์ œ์™ธํ•œ 4์›” ๊ทผ์› PCE ์ง€์ˆ˜๋Š” ์ „๋…„๋™์›”๋Œ€๋น„ 3.1% ์ƒ์Šนํ–ˆ์Šต๋‹ˆ๋‹ค. ย ์ด๋Š” ์ง€๋‚œ๋‹ฌ 1.9% ์ƒ์Šน๋Œ€๋น„ ์ƒ์Šนํญ์ด ๋Œ€ํญ ํ™•๋˜๋Š” ์ˆ˜์ค€์ด๋ฉฐ, ์‹œ์žฅ ์˜ˆ์ƒ์น˜ 2.9%๋ณด๋‹ค๋„ ๋†’์€ ์ˆ˜์น˜์ž…๋‹ˆ๋‹ค.ย 


ํ•œํŽธ ๊ฒฝ์ œ ํšŒ๋ณต ๊ธฐ๋Œ€๊ฐ์€ ์ง€์†๋˜๋Š” ๋ชจ์Šต์œผ๋กœ ์ฝ”๋กœ๋‚˜19 ๋ฐฑ์‹  ์ ‘์ข… ๊ฐ€์†ํ™”๊ฐ€ ๋˜๋Š”๊ฐ€์šด๋ฐ, ์กฐ ๋ฐ”์ด๋“  ๋Œ€ํ†ต๋ น์€ 6์กฐ ๋‹ฌ๋Ÿฌ(์•ฝ 6,700์กฐ์›) ๊ทœ๋ชจ์˜ 2022 ํšŒ๊ณ„์—ฐ๋„ ์˜ˆ์‚ฐ์•ˆ์„ ๋ฐœํ‘œํ–ˆ์Šต๋‹ˆ๋‹ค. ย ๋ฐ”์ด๋“  ๋Œ€ํ†ต๋ น์€ ์ „์ž„ ํŠธ๋Ÿผํ”„ ํ–‰์ •๋ถ€์™€์˜ ์ฐจ๋ณ„ํ™” ํฌ์ธํŠธ๋กœ ๊ธฐํ›„๋ณ€ํ™”์— ๋Œ€ํ•œ ์ง€์ถœ์„ ๋Œ€ํญ ๋Š˜๋ฆฌ๊ธฐ๋กœ ํ–ˆ์œผ๋ฉฐ, ์–‘๋„์†Œ๋“์„ธ ์ธ์ƒ์„ ํ†ตํ•œ ์„ธ์ž… ์ฆ๋Œ€๋„ ์ถ”์ง„ํ•  ์˜ˆ์ •์ž…๋‹ˆ๋‹คย 


ย ๊ตญ์ œ์œ ๊ฐ€๋Š” ็พŽ ๊ฒฝ๊ธฐํšŒ๋ณต ๊ธฐ๋Œ€๊ฐ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ์ฐจ์ต์‹คํ˜„ ๋งค๋ฌผ ์ถœํšŒ ๋“ฑ์— ํ•˜๋ฝํ–ˆ์œผ๋ฉฐ, ย ็พŽ ์ธํ”Œ๋ ˆ์ด์…˜ ๊ณ ์กฐ ์† ๋Œ€ํ‘œ์ ์ธ ์•ˆ์ „์ž์‚ฐ์ธ ๊ธˆ ๊ฐ€๊ฒฉ์€ ์ธํ”Œ๋ ˆ์ด์…˜ ํ—ค์ง€ ๋ถ€๊ฐ ๋“ฑ์— ์ƒ์Šนํ•˜๋ฉฐ ๋‹ค์‹œ 1,900๋‹ฌ๋Ÿฌ์„ ์„ ๋„˜์–ด์„œ ๋งˆ๊ฐํ–ˆ์Šต๋‹ˆ๋‹ค.ย 


์ธํ”Œ๋ ˆ์ด์…˜ ์šฐ๋ ค๋ณด๋‹ค๋Š” ๊ฒฝ๊ธฐ ์ •์ƒํ™” ๊ธฐ๋Œ€๊ฐ์ด ํฌ๋ฉฐ ํ•œ๋™์•ˆ ์œ ๋™์„ฑ ์žฅ์„ธ๋กœ ์ธํ•ด์„œ ์ง€์ˆ˜๋Š” ์šฐ์ƒํ–ฅ์„ ๋ณด์—ฌ์ค„ ๊ฐ€๋Šฅ์„ฑ์ด ๋†’์Šต๋‹ˆ๋‹ค. ๋ฏธ์ฆ์‹œ์˜ ํ˜ธ์กฐ๋กœ ์ธํ•ด์„œ ๊ตญ๋‚ด ์ฆ์‹œ ๋˜ํ•œ ๊ฒฝ๊ธฐ๋ฏผ๊ฐ์ฃผ์™€ ์‹ค์ ์ฃผ ์œ„์ฃผ๋กœ ๊ฐ•์„ธ๋ฅผ ๋ณด์ผ ๊ฒƒ์ด๋ฏ€๋กœ ํ•˜๋ฐ˜๊ธฐ๊นŒ์ง€ ์ค‘์žฅ๊ธฐ์  ๊ด€์ ์—์„œ ์ˆ˜ํ—ค ์—…์ข… ์œ„์ฃผ์˜ ๋งค๋งค๋ฅผ ์ง„ํ–‰ํ•˜๋Š” ๊ฒƒ๋„ ์ข‹์•„๋ณด์ž…๋‹ˆ๋‹ค


๐Ÿฆ‰ 2 0 2 1 . 0 5 . 31

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๏ผป๋ชจ๋‹์ด์Šˆ๏ผฝ

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3์ฒœ์–ต ํ•œ์ „ ERP ๋ˆ„๊ตฌ ํ’ˆ์—โ€ฆSAP vs ๋”์กด๋น„์ฆˆ์˜จ ๋งž๋Œ€๊ฒฐ ์ „๋ง

https://n.news.naver.com/mnews/article/008/0004594413?sid=105


1์ฒœ๋งŒ์› ์•„๋ž˜ ๊ผฌ๋งˆ ์ „๊ธฐ์ฐจ ๋‹ฌ๋ ค์˜ต๋‹ˆ๋‹ค

https://n.news.naver.com/mnews/article/028/0002546501?sid=101


ํ•ด์šด ์šด์ž„ 3์ฃผ์งธ ์ตœ๊ณ ๊ฐ€ ๊ฒฝ์‹ โ€ฆ์ดˆ๋Œ€ํ˜•์„  ์ ์‹œํˆฌ์ž… 'ํ ์Šฌ๋ผ' ๋ฐฉ๊ธ‹

https://n.news.naver.com/mnews/article/421/0005381826?sid=101


๊ฐค๋Ÿญ์‹œ์›Œ์น˜, ์Šค๋งˆํŠธํฐ๊ณผ ๊ฐ™์€ ๊ตฌ๊ธ€OS๋กœ ์• ํ”Œ ์ถ”๊ฒฉ

https://n.news.naver.com/mnews/article/025/0003105653?sid=101


OLED ๋ฐ€๊ณ  LCD ๋Œ๊ณ โ€ฆ์‚ผ์„ฑDยทLGD, ํ˜ธ์‹ค์  ์ด์–ด์งˆ๊นŒ

https://n.news.naver.com/mnews/article/629/0000086035?sid=105


์ด๋™๊ฑธ ์‚ฐ์€ ํšŒ์žฅ "5๋…„๊ฐ„ ๋…น์ƒ‰ ์‹ ์‚ฐ์—…์— 14์กฐ์› ๊ณต๊ธ‰ํ•œ๋‹ค"

https://news.naver.com/main/read.nhn?mode=LSD&mid=sec&sid1=101&oid=417&aid=0000698954


๊ธฐ์ค€๊ธˆ๋ฆฌ ์˜ฌ๋ฆฐ๋‹ค๋Š”๋ฐโ€ฆ์€ํ–‰, ์˜ˆยท์ ๊ธˆ ๊ธˆ๋ฆฌ ๋‚ฎ์ถ”๊ณ  ํŒ๋งค๋„ ์ค‘๋‹จ, ์™œ?

https://news.naver.com/main/read.nhn?mode=LSD&mid=shm&sid1=101&oid=374&aid=0000245953


'๊ณ ๋ž˜ 3๋งŒ๊ฐœ ๋งค์ง‘' ๋น„ํŠธ์ฝ”์ธ ๊ธ‰๋ฐ˜๋“ฑโ€ฆ ์•ŒํŠธ์ฝ”์ธ ๋™๋ฐ˜ ์ƒ์Šน์„ธ

https://news.naver.com/main/read.nhn?mode=LSD&mid=shm&sid1=101&oid=417&aid=0000698945


๐Ÿฆ‰ 2 0 2 1 . 0 5 . 31

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๏ผป์ฃผ์š”๋‰ด์Šค๏ผฝ

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โ— ๋ฐ”์ด๋“ , 6์กฐ ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ ์˜ˆ์‚ฐ์•ˆ ๊ณต๊ฐœ


https://news.einfomax.co.kr/news/articleView.html?idxno=4149851


โ— "EU, 7์›”์ค‘์ˆœ๊นŒ์ง€ ์„ฑ์ธ 70% ๋ฐฑ์‹ ์ ‘์ข…โ€ฆํ•˜๋ฐ˜๊ธฐ๋ถ€ํ„ฐ ๋ฐฑ์‹ ์—ฌ๊ถŒ"


https://imnews.imbc.com/news/2021/world/article/6208547_34880.html


โ— ํ˜„๋Œ€์ฐจยท๊ธฐ์•„, ์˜ฌ ์นœํ™˜๊ฒฝ์ฐจ ์ˆ˜์ถœ 10๋งŒ๋Œ€ ๋„˜์—ˆ๋‹ค


http://news.heraldcorp.com/view.php?ud=20210531000015


โ— "์›๊ฐ€ ์˜ค๋ฅด๊ณ  ๋ฌผ๋Ÿ‰๋„ ๋ชป๊ตฌํ•ด"โ€ฆ์›์ž์žฌ๊ฐ’ ๊ธ‰๋“ฑ์— ไธญไผ ์ด์ค‘๊ณ 


https://www.mk.co.kr/news/world/view/2021/05/520172/


โ— ํŠน๊ธ‰ํ˜ธํ…” '์ฝ”๋กœ๋‚˜ ์ž”ํ˜น์‚ฌ'โ€ฆ๋””ํ๋ธŒ์‹œํ‹ฐ ์‰๋ผํ†ค๋„ ํŒ”๋ ธ๋‹ค


https://www.hankyung.com/realestate/article/2021053042481


โ— ์†Œ๋น„์ž 10๋ช… ์ค‘ 6๋ช… "ESG๊ฐ€ ์ œํ’ˆ ๊ตฌ๋งค์— ์˜ํ–ฅ"


https://www.mk.co.kr/news/business/view/2021/05/519367/


โ— '๋งŒ๋…„์ ์ž' OCI, ํƒœ์–‘๊ด‘์˜ ๋ถ€ํ™œโ€ฆ"๊ฐ’ ๋” ์˜ค๋ฅธ๋‹ค" ๋Œ€๋ฐ•


https://www.hankyung.com/economy/article/2021053044041


โ— 2030 '๊ณจ๋ฆฐ์ด' ์žก์•„๋ผโ€ฆ๋กฏ๋ฐ๋ฐฑํ™”์ , ๋ณธ์  ๊ณจํ”„ ๋งค์žฅ ๋ฆฌ๋‰ด์–ผ


https://www.hankyung.com/economy/article/2021053042901


โ— ์ˆ˜์ง์ด์ฐฉ๋ฅ™ํ•˜๊ณ  ์ž์œจ๋น„ํ–‰โ€ฆ์ƒˆ ๊ตํ†ต์ˆ˜๋‹จ UAM์ด ์˜จ๋‹ค


https://www.hankyung.com/finance/article/2021053043191


โ— ์—ฐ๊ธฐ๊ธˆ ์ˆœ๋งค๋„ ํ–‰์ง„์ด ๋ฉˆ์ท„๋‹คโ€ฆ์ด๋‹ฌ 1439์–ต์› ์ˆœ๋งค์ˆ˜


https://www.mk.co.kr/news/stock/view/2021/05/520158/


โ— ๆ–‡ "ํƒ„์†Œ์ค‘๋ฆฝ, ์„ ๋„๊ตญ๊ฐ€ ๋„์•ฝ ๊ธฐํšŒ"


https://www.mk.co.kr/news/economy/view/2021/05/520205/







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