์ฃผ์‹์ •๋ณด
๐Ÿฆ‰ 2 0 2 1 . 0 6 . 1 7 ๋ชจ๋‹๋ธŒ๋ฆฌํ•‘
๋ถ€์—‰์‚ฌ๋ถ€๋‹˜
184 ์กฐํšŒ์ˆ˜
2021.06.17

๐Ÿฆ‰ 2 0 2 1 . 0 6 . 1 7

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๏ผป๋ชจ๋‹๋ธŒ๋ฆฌํ•‘๏ผฝ

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โ˜‘ #๋‹ค์šฐ์กด์Šค (-0.77%)

โ˜‘ #๋‚˜์Šค๋‹ฅ์ข…ํ•ฉ (+0.24%)

โ˜‘ #S&P500 (-0.54%)

๋‰ด์š•์ฆ์‹œ๋Š” FOMC ์ •๋ก€ํšŒ์˜ ๊ฒฐ๊ณผ ์—ฐ์ค€์ด ์˜ˆ์ƒ๋ณด๋‹ค ์ผ์ฐ ๊ธˆ๋ฆฌ๋ฅผ ์ธ์ƒํ•  ๊ฐ€๋Šฅ์„ฑ์ด ์ปค์ง€๋ฉฐ 3๋Œ€ ์ง€์ˆ˜ ๋ชจ๋‘ ํ•˜๋ฝ๋งˆ๊ฐํ–ˆ์Šต๋‹ˆ๋‹ค.ย 


๋‹ค์šฐ์ง€์ˆ˜๊ฐ€ 0.77% ํ•˜๋ฝํ–ˆ์œผ๋ฉฐ, S&P500์ง€์ˆ˜์™€ ๋‚˜์Šค๋‹ฅ์ง€์ˆ˜๋„ ๊ฐ๊ฐ 0.54%, 0.24% ์•ฝ์„ธ๋ฅผ ๋ณด์ธ ํ๋ฆ„์ž…๋‹ˆ๋‹ค.ย 


์—ฐ๋ฐฉ์ค€๋น„์ œ๋„(Fed)๋Š” ์ดํ‹€๊ฐ„์˜ FOMC ํšŒ์˜๋ฅผ ๋งˆ์น˜๊ณ  ์ด๋‚  ๊ธฐ์ค€๊ธˆ๋ฆฌ๋ฅผ ์ œ๋กœ(0~0.25%) ์ˆ˜์ค€์œผ๋กœ ๋™๊ฒฐํ•˜๊ณ , ์ž์‚ฐ๋งค์ž… ๊ทœ๋ชจ๋„ ํ˜„ํ–‰๋Œ€๋กœ ์œ ์ง€ํ•˜๋Š” ์Šคํƒ ์Šค๋ฅผ ์œ ์ง€ํ•œ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ์Šต๋‹ˆ๋‹ค. ๋‹ค๋งŒ ๋งŽ์€ ์œ„์›๋“ค์ด ์—ฐ์ค€์˜ ์ฒซ ๊ธˆ๋ฆฌ ์ธ์ƒ์„ 2023๋…„๋ง๊นŒ์ง€๋Š” ์ด๋ค„์งˆ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒํ•ด ์ด์ „๋ณด๋‹ค ๊ธˆ๋ฆฌ ์ธ์ƒ ์‹œ์ ์ด ์•ž๋‹น๊ฒจ์งˆ ๊ฒƒ์œผ๋กœ ๋‚ด๋‹ค๋ดค์œผ๋ฉฐ, 2022๋…„๋ง๊นŒ์ง€ ๊ธˆ๋ฆฌ๊ฐ€ ์ธ์ƒ๋  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒํ•œ ์œ„์›์ด 7๋ช…์œผ๋กœ ์ง€๋‚œ 3์›” ํšŒ์˜์ธ 4๋ช…์—์„œ ๋Š˜์–ด๋‚ฌ์Šต๋‹ˆ๋‹ค.ย 


ํ•œํŽธ, ์ง€๋‚œ 4์›”, 5์›” ์†Œ๋น„์ž๋ฌผ๊ฐ€์ง€์ˆ˜๋Š” ๊ฐ๊ฐ 4.2%, 5% ์ƒ์Šนํ•˜๋ฉด์„œ ๋ฌผ๊ฐ€์ƒ์Šน๋ฅ  ์••๋ฐ•์ด ์ปค์กŒ์œผ๋‚˜, ์—ฐ์ค€์€ ์ด ๊ฐ™์€ ์ˆ˜์น˜๊ฐ€ ์ผ์‹œ์ ์ด๋ผ๋Š” ๊ฒฌํ•ด๋ฅผ ์œ ์ง€ํ–ˆ์œผ๋ฉฐ ์ด๋ฒˆ 6์›” ์ •๋ก€ํšŒ์˜ ๊ฒฐ๊ณผ์— ๋ฐ˜์˜ํ•œ๋“ฏ ๋ณด์ž…๋‹ˆ๋‹ค.ย 


๋˜ํ•œ ์ฒซ ็พŽ-๋Ÿฌ ์ •์ƒํšŒ๋‹ด์€ ๊ธ์ •์ ์ธ ๋ถ„์œ„๊ธฐ๋ฅผ ๋ณด์˜€์Šต๋‹ˆ๋‹ค. ๋ฐ”์ด๋“  ๋ฏธ๊ตญ ๋Œ€ํ†ต๋ น์€ ์ด๋‚  ํšŒ๋‹ด ๋ถ„์œ„๊ธฐ๊ฐ€ ์ข‹๊ณ  ๊ธ์ •์ ์ด์—ˆ๋‹ค๊ณ  ํ‰๊ฐ€ํ–ˆ์œผ๋ฉฐ, ํ‘ธํ‹ด ๋Ÿฌ์‹œ์•„ ๋Œ€ํ†ต๋ น๋„ ์–‘์ธก์˜ ์ด๊ฒฌ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ์ •์ƒํšŒ๋‹ด์ด ์ƒ๋‹นํžˆ ๊ฑด์„ค์ ์ด์—ˆ๋‹ค๊ณ  ํ‰๊ฐ€ํ–ˆ์Šต๋‹ˆ๋‹ค.ย 


์ด๋‚  ๋ฐœํ‘œ๋œ ๊ฒฝ์ œ์ง€ํ‘œ๋Š” ํ˜ผ์กฐ์„ธ๋ฅผ ๋‚˜ํƒ€๋ƒˆ์Šต๋‹ˆ๋‹ค. ็พŽ ์ƒ๋ฌด๋ถ€๊ฐ€ ๋ฐœํ‘œํ•œ 5์›” ์‹ ๊ทœ์ฃผํƒ ์ฐฉ๊ณต์‹ค์ ์€ ์ „์›”๋Œ€๋น„ 3.6% ๋Š˜์–ด๋‚œ ์—ฐ์œจ 157๋งŒ2์ฒœ๊ฑด(๊ณ„์ ˆ์กฐ์ •์น˜)์„ ๊ธฐ๋กํ•ด ์‹œ์žฅ์˜ˆ์ƒ์น˜๋ฅผ ํ•˜ํšŒํ–ˆ์œผ๋ฉฐ, ็พŽ ๋…ธ๋™๋ถ€๊ฐ€ ๋ฐœํ‘œํ•œ 5์›” ์ˆ˜์ž…๋ฌผ๊ฐ€๋Š” ์ „์›”๋Œ€๋น„ 1.1% ์ƒ์Šนํ•ด ์‹œ์žฅ์˜ˆ์ƒ์น˜๋ฅผ ์ƒํšŒํ–ˆ์Šต๋‹ˆ๋‹ค.ย 


๊ตญ์ œ์œ ๊ฐ€๋Š” ็พŽ ์›์œ ์žฌ๊ณ  ๊ฐ์†Œ ๋“ฑ์— ๊ฐ•๋ณดํ•ฉ์„ ์œ ์ง€ํ–ˆ๊ณ  ็พŽ ๊ตญ์ฑ„ ๊ฐ€๊ฒฉ์€ ์—ฐ์ค€์˜ ๋งคํŒŒ์  FOMC ํšŒ์˜ ๊ฒฐ๊ณผ์— ํ•˜๋ฝํ–ˆ์œผ๋ฉฐ ๋‹ฌ๋Ÿฌํ™”๋Š” ๊ฐ•์„ธ๋ฅผ ๊ธฐ๋ก ๋งˆ๊ฐํ–ˆ์Šต๋‹ˆ๋‹ค.ย 


์ด๋ฒˆ FOMC ํšŒ์˜๊ฒฐ๊ณผ ๊ณผ๊ฑฐ๋ถ€ํ„ฐ ์œ ์ง€ํ•˜๋˜ ์–‘์ ์™„ํ™” ์Šคํƒ ์Šค๋ฅผ ๊ธ‰๊ฒฉํ•˜๊ฒŒ ๊ธด์ถ•์ •์ฑ…์œผ๋กœ ์ „ํ™˜ํ•˜์ง€ ์•Š๊ฒ ๋‹ค๊ณ  ํ–ˆ์œผ๋‚˜ ์ฝ”๋กœ๋‚˜ ์ดํ›„ ์›์ž์žฌ ๋ฐ ์‹ค๋ฌผ๊ฒฝ๊ธฐ ๋ฌผ๊ฐ€์ƒ์Šน์„ ์ธ์ •ํ•˜๋ฉฐ ๊ณต์‹์ ์œผ๋กœ ํ…Œ์ดํผ๋ง ๋…ผ์˜๋ฅผ ์‹œ์ž‘ํ–ˆ์Œ์ด ์˜๋ฏธ๊ฐ€ ์žˆ๊ฒ ์Šต๋‹ˆ๋‹ค. ์ด์— ๋”ฐ๋ฅธ ์ถฉ๊ฒฉ์œผ๋กœ ๋‰ด์š•์ฆ์‹œ 3๋Œ€์ง€์ˆ˜๊ฐ€ 2์ผ์—ฐ์†์œผ๋กœ ๋งˆ๊ฐํ•œ ๋งŒํผ ๊ตญ๋‚ด์ฆ์‹œ๋„ ์ปคํ”Œ๋ง๋œ ์›€์ง์ž„์„ ๋ณด์ผ ์ˆ˜ ์žˆ๊ฒ ์œผ๋ฉฐ ์ฝ”์Šคํ”ผ ์‹ ๊ณ ๊ฐ€, ์ฝ”์Šค๋‹ฅ 1000point๋ฅผ ๋ŒํŒŒํ•œ ํ๋ฆ„ ์†์—์„œ ๋ณ€๋™์„ฑ ์žฅ์„ธ๊ฐ€ ๋‚˜์˜ฌ ์ˆ˜ ์žˆ์œผ๋‹ˆ ํˆฌ์ž์ž๋ณ„ ๋งค๋งค๋™ํ–ฅ ์ฒดํฌํ•˜๋ฉฐ ์‹œ์žฅ๋Œ€์‘ํ•˜๊ฒ ์Šต๋‹ˆ๋‹ค.









๐Ÿฆ‰ 2 0 2 1 . 0 6 . 1 7

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๏ผป๋ชจ๋‹์ด์Šˆ๏ผฝ

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[๋‹จ๋…] ๋ฐฐํ„ฐ๋ฆฌ๋„ โ€˜์ตœ๋Œ€ 16% ์„ธ์•ก๊ณต์ œ', ํ•ต์‹ฌ์ „๋žต๊ธฐ์ˆ  ์ง€์ • ๊ฒ€ํ† ...โ€™BIG3 ์‚ฐ์—…' ์ง€์› ํŒจํ‚ค์ง€ ์™„์„ฑ

https://n.news.naver.com/article/366/0000734070


ํ‹ฐ๋งต๋ชจ๋นŒ๋ฆฌํ‹ฐ, ์ธ์žฌ ํก์ˆ˜ํ•˜๋ฉฐ ํ†ตํ•ฉ ๋ชจ๋นŒ๋ฆฌํ‹ฐ โ€˜๋งˆ์Šค(MaaS)โ€™ ์‹œ๋Œ€ ๊ฟˆ๊พผ๋‹ค

https://n.news.naver.com/mnews/article/366/0000734075?sid=105


ํ์–ด๋ฐฑ ๋ฐฑ์‹  ์˜ˆ๋ฐฉํšจ๊ณผ ๊ณ ์ž‘ 47%โ€ฆ์ฃผ์š”๊ณ ๊ฐ ์œ ๋Ÿฝ์— ์•…์žฌ ๋Œ์ถœ

https://n.news.naver.com/article/001/0012465699


โ€˜๊ฒŒ์ž„ ์—”์ง„โ€™์ด ๋ญ๊ธธ๋ž˜โ€ฆ ๊ฑด์ถ•ยท์กฐ์„ ยท์ž๋™์ฐจ ์—…๊ณ„์„œ ์ž‡๋‹จ ๋Ÿฌ๋ธŒ์ฝœ

https://n.news.naver.com/mnews/article/023/0003620545?sid=105


์ธ์Š๋ฆฐ ๋งž์„ ์‹œ๊ฐ„๋˜๋‹ˆ AI๊ฐ€ ์•Œ์•„์„œ ํˆฌ์—ฌํ•ด์ค˜

https://n.news.naver.com/mnews/article/023/0003620532?sid=105


็พŽ ์กฐ๊ธฐ ๊ธˆ๋ฆฌ ์ธ์ƒ ์ „๋งโ€ฆ์ฆ์‹œยท๋น„ํŠธ์ฝ”์ธ ์ผ์ œ ํ•˜๋ฝ [๋ชจ๋‹๋ธŒ๋ฆฌํ•‘]

https://n.news.naver.com/mnews/article/015/0004563592?sid=101


็พŽ, ๋น„ํŠธ์ฝ”์ธ ETF ์Šน์ธ ๋˜ ์—ฐ๊ธฐ[์ธ๋”๋จธ๋‹ˆ]

https://n.news.naver.com/mnews/article/016/0001849480?sid=101


๋‘์‚ฐํ“จ์–ผ์…€, ์ˆ˜์†Œ์„ ๋ฐ• ์‹œ๋Œ€ ์•ž๋‹น๊ธด๋‹คโ€ฆ๊ธ€๋กœ๋ฒŒ JV ์ถ”์ง„

https://n.news.naver.com/mnews/article/008/0004602965?sid=101




๐Ÿฆ‰ 2 0 2 1 . 0 6 . 1 7

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๏ผป์ฃผ์š”๋‰ด์Šค๏ผฝ

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โ— 6์›” FOMC ์„ฑ๋ช… ์ „๋ฌธ ๋ฒˆ์—ญ


https://news.einfomax.co.kr/news/articleView.html?idxno=4152802


โ— ๋ฐฑ์‹ ยท๊ณ ๋ฌผ๊ฐ€์— ๊ธˆ๋ฆฌ์ธ์ƒ ์‹œ๊ณ„ ์•ž๋‹น๊ธด ์—ฐ์ค€โ€ฆํ…Œ์ดํผ๋ง ๋…ผ์˜ ์‹œ์‚ฌ


https://www.yna.co.kr/view/AKR20210617012000072?input=1195m


โ— ์‹ ์„ธ๊ณ„-๋„ค์ด๋ฒ„ ์—ฐํ•ฉ๊ตฐ, ์ด๋ฒ ์ด์ฝ”๋ฆฌ์•„ ์ธ์ˆ˜ ์œ ๋ ฅ


https://www.hankyung.com/economy/article/2021061661411


โ— ์‚ผ์„ฑ, 6Gํ†ต์‹  ์ „์†ก ์„ฑ๊ณตโ€ฆ์ƒ์šฉํ™” ํ•œ๋ฐœ ๋”


https://www.mk.co.kr/news/business/view/2021/06/583524/


โ— ๊ธ€๋กœ๋ฒŒ ์—๋„ˆ์ง€ ๊ธฐ์—…, ํ•œ๊ตญ ํƒœ์–‘๊ด‘ยทํ•ด์ƒํ’๋ ฅ ๋‹จ์ง€ ํˆฌ์ž ๋ณธ๊ฒฉํ™”


http://news.heraldcorp.com/view.php?ud=20210617000023


โ— ํฌ๋ž˜ํ”„ํ†ค, ๊ธฐ์—…๊ฐ€์น˜ 35์กฐ์› ํ‰๊ฐ€โ€ฆ๋””์ฆˆ๋‹ˆ์™€ ๋น„๊ตํ•ด ๋ชธ๊ฐ’ ๋งค๊ฒผ๋‹ค๊ณ ?


https://www.hankyung.com/finance/article/2021061660791


โ— "์•„์ด๋Œ์ด ๋งค์ผ ๋ง ๊ฑธ์–ด์ค˜์š”"โ€ฆ4500์› ๊ฒฐ์ œํ•˜์ž ๋ฒŒ์–ด์ง„ ์ผ


https://www.hankyung.com/life/article/2021061660701


โ— SK E&S, ํƒ„์†Œํฌ์ง‘๊ธฐ์ˆ  ๊ตญ์‚ฐํ™”ํ•œ๋‹ค


https://www.hankyung.com/economy/article/2021061658201


โ— "์‚ผ์„ฑ๋ฐ”์ด์˜ค๋กœ์ง์Šค, CMO ๋„˜์–ด ํ†ตํ•ฉ์„œ๋น„์Šค ๊ธฐ์—…์œผ๋กœ"


https://www.hankyung.com/it/article/2021061659771


โ— ์›์ž์žฌ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑยทK-๋™๋งนยท๋ฐ”์ด๋“  ๋“ฑโ€ฆ์นœํ™˜๊ฒฝๆ ช์˜ ๊ท€ํ™˜


https://news.mt.co.kr/mtview.php?no=2021061616010232994


โ— ํ•œ๋ฏธ ํ†ตํ™”์Šค์™€ํ”„ ์„ธ๋ฒˆ์งธ ์—ฐ์žฅโ€ฆ์—ฐ๋ง๊นŒ์ง€ ์œ ์ง€


http://news.heraldcorp.com/view.php?ud=20210617000029


โ— '์ƒํ' ์นผ์ž๋ฃจ ์ฅ” ๊ฑฐ๋ž˜์†Œโ€ฆ์ฝ”์ธ 60๊ฐœ ํ•˜๋ฃจ์•„์นจ์— ์‚ฌ๋ผ์งˆ์ˆ˜๋„


https://www.mk.co.kr/news/economy/view/2021/06/584107/


โ— ์ •์„ธ๊ท , ์˜ค๋Š˜ ๋Œ€๊ถŒ ์ถœ์‚ฌํ‘œโ€ฆ๊ฒฝ์ œ๋Œ€ํ†ต๋ น ๋น„์ „ ์ œ์‹œ


https://www.yna.co.kr/view/AKR20210616165900001?input=1195m

์ข‹์•„์š” 1
๋Œ“๊ธ€ 9
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