[{"data":1,"prerenderedAt":3323},["ShallowReactive",2],{"post-\u002Fblog\u002F2026-05-06-us-market-etf-strategy":3,"related-\u002Fblog\u002F2026-05-06-us-market-etf-strategy":831},{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":8,"description":9,"date":10,"tags":11,"image":17,"author":18,"body":19,"_type":825,"_id":826,"_source":827,"_file":828,"_stem":829,"_extension":830},"\u002Fblog\u002F2026-05-06-us-market-etf-strategy","blog",false,"","2026년 5월 미국 ETF 투자 전략 - 나스닥·S&P500 환헤지 포함 완벽 정리","2026년 5월 미국 증시 현황과 ETF 투자 전략을 분석합니다. 나스닥, S&P500, 섹터 ETF 비교와 달러\u002F원 환율을 고려한 환헤지 전략까지 한눈에 정리했습니다.","2026-05-06",[12,13,14,15,16],"미국주식","ETF","나스닥","S&P500","투자전략","\u002Fimages\u002Fposts\u002F2026-05-06-us-market-etf-strategy.jpg","hunihub",{"type":20,"children":21,"toc":813},"root",[22,31,37,46,198,202,208,215,337,343,483,486,492,497,505,604,612,632,637,640,646,690,693,699,704,801,804],{"type":23,"tag":24,"props":25,"children":27},"element","h2",{"id":26},"미국-주요-지수-현황",[28],{"type":29,"value":30},"text","미국 주요 지수 현황",{"type":23,"tag":32,"props":33,"children":34},"p",{},[35],{"type":29,"value":36},"5월 초 미국 증시는 FOMC 결과를 앞두고 제한적 등락을 보이고 있습니다. S&P500은 5,200pt 내외, 나스닥 종합지수는 16,000pt 선을 중심으로 보합권을 유지 중입니다. 1분기 기업 실적이 대체로 예상치를 상회하면서 하방은 단단하게 지지되는 모습입니다.",{"type":23,"tag":32,"props":38,"children":39},{},[40],{"type":23,"tag":41,"props":42,"children":43},"strong",{},[44],{"type":29,"value":45},"미국 주요 지수 최근 흐름",{"type":23,"tag":47,"props":48,"children":49},"table",{},[50,79],{"type":23,"tag":51,"props":52,"children":53},"thead",{},[54],{"type":23,"tag":55,"props":56,"children":57},"tr",{},[58,64,69,74],{"type":23,"tag":59,"props":60,"children":61},"th",{},[62],{"type":29,"value":63},"지수",{"type":23,"tag":59,"props":65,"children":66},{},[67],{"type":29,"value":68},"현재 수준",{"type":23,"tag":59,"props":70,"children":71},{},[72],{"type":29,"value":73},"연초 대비",{"type":23,"tag":59,"props":75,"children":76},{},[77],{"type":29,"value":78},"52주 대비",{"type":23,"tag":80,"props":81,"children":82},"tbody",{},[83,106,129,152,175],{"type":23,"tag":55,"props":84,"children":85},{},[86,91,96,101],{"type":23,"tag":87,"props":88,"children":89},"td",{},[90],{"type":29,"value":15},{"type":23,"tag":87,"props":92,"children":93},{},[94],{"type":29,"value":95},"5,210pt",{"type":23,"tag":87,"props":97,"children":98},{},[99],{"type":29,"value":100},"+7.2%",{"type":23,"tag":87,"props":102,"children":103},{},[104],{"type":29,"value":105},"+18.4%",{"type":23,"tag":55,"props":107,"children":108},{},[109,114,119,124],{"type":23,"tag":87,"props":110,"children":111},{},[112],{"type":29,"value":113},"나스닥 종합",{"type":23,"tag":87,"props":115,"children":116},{},[117],{"type":29,"value":118},"16,050pt",{"type":23,"tag":87,"props":120,"children":121},{},[122],{"type":29,"value":123},"+9.8%",{"type":23,"tag":87,"props":125,"children":126},{},[127],{"type":29,"value":128},"+22.1%",{"type":23,"tag":55,"props":130,"children":131},{},[132,137,142,147],{"type":23,"tag":87,"props":133,"children":134},{},[135],{"type":29,"value":136},"다우존스",{"type":23,"tag":87,"props":138,"children":139},{},[140],{"type":29,"value":141},"39,200pt",{"type":23,"tag":87,"props":143,"children":144},{},[145],{"type":29,"value":146},"+4.1%",{"type":23,"tag":87,"props":148,"children":149},{},[150],{"type":29,"value":151},"+12.6%",{"type":23,"tag":55,"props":153,"children":154},{},[155,160,165,170],{"type":23,"tag":87,"props":156,"children":157},{},[158],{"type":29,"value":159},"러셀2000",{"type":23,"tag":87,"props":161,"children":162},{},[163],{"type":29,"value":164},"2,030pt",{"type":23,"tag":87,"props":166,"children":167},{},[168],{"type":29,"value":169},"+3.3%",{"type":23,"tag":87,"props":171,"children":172},{},[173],{"type":29,"value":174},"+9.2%",{"type":23,"tag":55,"props":176,"children":177},{},[178,183,188,193],{"type":23,"tag":87,"props":179,"children":180},{},[181],{"type":29,"value":182},"VIX(공포지수)",{"type":23,"tag":87,"props":184,"children":185},{},[186],{"type":29,"value":187},"17.4",{"type":23,"tag":87,"props":189,"children":190},{},[191],{"type":29,"value":192},"—",{"type":23,"tag":87,"props":194,"children":195},{},[196],{"type":29,"value":197},"안정 구간",{"type":23,"tag":199,"props":200,"children":201},"hr",{},[],{"type":23,"tag":24,"props":203,"children":205},{"id":204},"주목-미국-etf-분석",[206],{"type":29,"value":207},"주목 미국 ETF 분석",{"type":23,"tag":209,"props":210,"children":212},"h3",{"id":211},"광역-지수-etf",[213],{"type":29,"value":214},"광역 지수 ETF",{"type":23,"tag":47,"props":216,"children":217},{},[218,244],{"type":23,"tag":51,"props":219,"children":220},{},[221],{"type":23,"tag":55,"props":222,"children":223},{},[224,229,234,239],{"type":23,"tag":59,"props":225,"children":226},{},[227],{"type":29,"value":228},"ETF명",{"type":23,"tag":59,"props":230,"children":231},{},[232],{"type":29,"value":233},"추종 지수",{"type":23,"tag":59,"props":235,"children":236},{},[237],{"type":29,"value":238},"총보수",{"type":23,"tag":59,"props":240,"children":241},{},[242],{"type":29,"value":243},"특징",{"type":23,"tag":80,"props":245,"children":246},{},[247,269,292,314],{"type":23,"tag":55,"props":248,"children":249},{},[250,255,259,264],{"type":23,"tag":87,"props":251,"children":252},{},[253],{"type":29,"value":254},"SPY",{"type":23,"tag":87,"props":256,"children":257},{},[258],{"type":29,"value":15},{"type":23,"tag":87,"props":260,"children":261},{},[262],{"type":29,"value":263},"0.09%",{"type":23,"tag":87,"props":265,"children":266},{},[267],{"type":29,"value":268},"세계 최대 규모, 유동성 최고",{"type":23,"tag":55,"props":270,"children":271},{},[272,277,282,287],{"type":23,"tag":87,"props":273,"children":274},{},[275],{"type":29,"value":276},"QQQ",{"type":23,"tag":87,"props":278,"children":279},{},[280],{"type":29,"value":281},"나스닥100",{"type":23,"tag":87,"props":283,"children":284},{},[285],{"type":29,"value":286},"0.20%",{"type":23,"tag":87,"props":288,"children":289},{},[290],{"type":29,"value":291},"빅테크 집중, 성장주 중심",{"type":23,"tag":55,"props":293,"children":294},{},[295,300,304,309],{"type":23,"tag":87,"props":296,"children":297},{},[298],{"type":29,"value":299},"IWM",{"type":23,"tag":87,"props":301,"children":302},{},[303],{"type":29,"value":159},{"type":23,"tag":87,"props":305,"children":306},{},[307],{"type":29,"value":308},"0.19%",{"type":23,"tag":87,"props":310,"children":311},{},[312],{"type":29,"value":313},"미국 소형주, 내수 민감",{"type":23,"tag":55,"props":315,"children":316},{},[317,322,327,332],{"type":23,"tag":87,"props":318,"children":319},{},[320],{"type":29,"value":321},"VTI",{"type":23,"tag":87,"props":323,"children":324},{},[325],{"type":29,"value":326},"미국 전체시장",{"type":23,"tag":87,"props":328,"children":329},{},[330],{"type":29,"value":331},"0.03%",{"type":23,"tag":87,"props":333,"children":334},{},[335],{"type":29,"value":336},"분산 극대화, 저보수",{"type":23,"tag":209,"props":338,"children":340},{"id":339},"섹터-etf",[341],{"type":29,"value":342},"섹터 ETF",{"type":23,"tag":47,"props":344,"children":345},{},[346,370],{"type":23,"tag":51,"props":347,"children":348},{},[349],{"type":23,"tag":55,"props":350,"children":351},{},[352,356,361,365],{"type":23,"tag":59,"props":353,"children":354},{},[355],{"type":29,"value":228},{"type":23,"tag":59,"props":357,"children":358},{},[359],{"type":29,"value":360},"섹터",{"type":23,"tag":59,"props":362,"children":363},{},[364],{"type":29,"value":238},{"type":23,"tag":59,"props":366,"children":367},{},[368],{"type":29,"value":369},"2026년 수익률",{"type":23,"tag":80,"props":371,"children":372},{},[373,395,417,439,461],{"type":23,"tag":55,"props":374,"children":375},{},[376,381,386,390],{"type":23,"tag":87,"props":377,"children":378},{},[379],{"type":29,"value":380},"XLK",{"type":23,"tag":87,"props":382,"children":383},{},[384],{"type":29,"value":385},"기술",{"type":23,"tag":87,"props":387,"children":388},{},[389],{"type":29,"value":263},{"type":23,"tag":87,"props":391,"children":392},{},[393],{"type":29,"value":394},"+12.3%",{"type":23,"tag":55,"props":396,"children":397},{},[398,403,408,412],{"type":23,"tag":87,"props":399,"children":400},{},[401],{"type":29,"value":402},"XLF",{"type":23,"tag":87,"props":404,"children":405},{},[406],{"type":29,"value":407},"금융",{"type":23,"tag":87,"props":409,"children":410},{},[411],{"type":29,"value":263},{"type":23,"tag":87,"props":413,"children":414},{},[415],{"type":29,"value":416},"+8.7%",{"type":23,"tag":55,"props":418,"children":419},{},[420,425,430,434],{"type":23,"tag":87,"props":421,"children":422},{},[423],{"type":29,"value":424},"XLE",{"type":23,"tag":87,"props":426,"children":427},{},[428],{"type":29,"value":429},"에너지",{"type":23,"tag":87,"props":431,"children":432},{},[433],{"type":29,"value":263},{"type":23,"tag":87,"props":435,"children":436},{},[437],{"type":29,"value":438},"+5.2%",{"type":23,"tag":55,"props":440,"children":441},{},[442,447,452,456],{"type":23,"tag":87,"props":443,"children":444},{},[445],{"type":29,"value":446},"XLV",{"type":23,"tag":87,"props":448,"children":449},{},[450],{"type":29,"value":451},"헬스케어",{"type":23,"tag":87,"props":453,"children":454},{},[455],{"type":29,"value":263},{"type":23,"tag":87,"props":457,"children":458},{},[459],{"type":29,"value":460},"+6.1%",{"type":23,"tag":55,"props":462,"children":463},{},[464,469,474,478],{"type":23,"tag":87,"props":465,"children":466},{},[467],{"type":29,"value":468},"XLI",{"type":23,"tag":87,"props":470,"children":471},{},[472],{"type":29,"value":473},"산업재",{"type":23,"tag":87,"props":475,"children":476},{},[477],{"type":29,"value":263},{"type":23,"tag":87,"props":479,"children":480},{},[481],{"type":29,"value":482},"+7.4%",{"type":23,"tag":199,"props":484,"children":485},{},[],{"type":23,"tag":24,"props":487,"children":489},{"id":488},"달러원-환율과-환헤지-전략",[490],{"type":29,"value":491},"달러\u002F원 환율과 환헤지 전략",{"type":23,"tag":32,"props":493,"children":494},{},[495],{"type":29,"value":496},"현재 달러\u002F원 환율은 1,365~1,375원 범위에서 거래되고 있습니다. 미국 자산 투자 시 환율 변동은 수익률에 직접적 영향을 줍니다.",{"type":23,"tag":32,"props":498,"children":499},{},[500],{"type":23,"tag":41,"props":501,"children":502},{},[503],{"type":29,"value":504},"환헤지 여부 판단 기준",{"type":23,"tag":47,"props":506,"children":507},{},[508,529],{"type":23,"tag":51,"props":509,"children":510},{},[511],{"type":23,"tag":55,"props":512,"children":513},{},[514,519,524],{"type":23,"tag":59,"props":515,"children":516},{},[517],{"type":29,"value":518},"구분",{"type":23,"tag":59,"props":520,"children":521},{},[522],{"type":29,"value":523},"환헤지 적합",{"type":23,"tag":59,"props":525,"children":526},{},[527],{"type":29,"value":528},"환노출 적합",{"type":23,"tag":80,"props":530,"children":531},{},[532,550,568,586],{"type":23,"tag":55,"props":533,"children":534},{},[535,540,545],{"type":23,"tag":87,"props":536,"children":537},{},[538],{"type":29,"value":539},"투자 목적",{"type":23,"tag":87,"props":541,"children":542},{},[543],{"type":29,"value":544},"안정적 수익 추구",{"type":23,"tag":87,"props":546,"children":547},{},[548],{"type":29,"value":549},"달러 강세 기대",{"type":23,"tag":55,"props":551,"children":552},{},[553,558,563],{"type":23,"tag":87,"props":554,"children":555},{},[556],{"type":29,"value":557},"투자 기간",{"type":23,"tag":87,"props":559,"children":560},{},[561],{"type":29,"value":562},"단기(1년 미만)",{"type":23,"tag":87,"props":564,"children":565},{},[566],{"type":29,"value":567},"장기(3년 이상)",{"type":23,"tag":55,"props":569,"children":570},{},[571,576,581],{"type":23,"tag":87,"props":572,"children":573},{},[574],{"type":29,"value":575},"환율 전망",{"type":23,"tag":87,"props":577,"children":578},{},[579],{"type":29,"value":580},"원화 강세 예상",{"type":23,"tag":87,"props":582,"children":583},{},[584],{"type":29,"value":585},"원화 약세 예상",{"type":23,"tag":55,"props":587,"children":588},{},[589,594,599],{"type":23,"tag":87,"props":590,"children":591},{},[592],{"type":29,"value":593},"비용 고려",{"type":23,"tag":87,"props":595,"children":596},{},[597],{"type":29,"value":598},"헤지 비용 0.5~1% 발생",{"type":23,"tag":87,"props":600,"children":601},{},[602],{"type":29,"value":603},"비용 없음",{"type":23,"tag":32,"props":605,"children":606},{},[607],{"type":23,"tag":41,"props":608,"children":609},{},[610],{"type":29,"value":611},"국내 상장 미국 ETF 비교 (환헤지 여부)",{"type":23,"tag":613,"props":614,"children":615},"ul",{},[616,622,627],{"type":23,"tag":617,"props":618,"children":619},"li",{},[620],{"type":29,"value":621},"TIGER 미국S&P500: 환노출형, 달러 상승 시 추가 수익",{"type":23,"tag":617,"props":623,"children":624},{},[625],{"type":29,"value":626},"KODEX 미국S&P500(H): 환헤지형, 순수 지수 수익만 추구",{"type":23,"tag":617,"props":628,"children":629},{},[630],{"type":29,"value":631},"TIGER 미국나스닥100: 환노출형, 기술주 집중",{"type":23,"tag":32,"props":633,"children":634},{},[635],{"type":29,"value":636},"현재 달러\u002F원이 1,370원 수준의 역사적 고점 구간임을 고려하면, 환헤지형 ETF를 일부 편입해 환율 리스크를 분산하는 전략을 고려해볼 만합니다.",{"type":23,"tag":199,"props":638,"children":639},{},[],{"type":23,"tag":24,"props":641,"children":643},{"id":642},"이번-주-미국-투자-주의사항",[644],{"type":29,"value":645},"이번 주 미국 투자 주의사항",{"type":23,"tag":647,"props":648,"children":649},"ol",{},[650,660,670,680],{"type":23,"tag":617,"props":651,"children":652},{},[653,658],{"type":23,"tag":41,"props":654,"children":655},{},[656],{"type":29,"value":657},"FOMC 전후 변동성 확대",{"type":29,"value":659},": 5월 7일 성명 발표 전후 ETF 매매는 신중한 접근이 필요합니다.",{"type":23,"tag":617,"props":661,"children":662},{},[663,668],{"type":23,"tag":41,"props":664,"children":665},{},[666],{"type":29,"value":667},"실적 시즌 후반부",{"type":29,"value":669},": 빅테크 실적은 대부분 소화됐으나, 소비재·유통 대형주 발표가 남아 있습니다.",{"type":23,"tag":617,"props":671,"children":672},{},[673,678],{"type":23,"tag":41,"props":674,"children":675},{},[676],{"type":29,"value":677},"고금리 지속 구간 섹터 선별",{"type":29,"value":679},": 고배당·가치주 ETF(DVY, VYM)의 상대적 강세 가능성을 모니터링할 필요가 있습니다.",{"type":23,"tag":617,"props":681,"children":682},{},[683,688],{"type":23,"tag":41,"props":684,"children":685},{},[686],{"type":29,"value":687},"미 국채 금리 방향",{"type":29,"value":689},": 10년물 국채 금리(현재 4.5% 내외)가 4.7%를 돌파할 경우 성장주에 부담으로 작용할 수 있습니다.",{"type":23,"tag":199,"props":691,"children":692},{},[],{"type":23,"tag":24,"props":694,"children":696},{"id":695},"미국-etf-포트폴리오-구성-참고-예시",[697],{"type":29,"value":698},"미국 ETF 포트폴리오 구성 참고 예시",{"type":23,"tag":32,"props":700,"children":701},{},[702],{"type":29,"value":703},"장기 투자자를 위한 코어-위성 전략의 참고 구조입니다. 개인의 투자 성향과 목적에 따라 비중은 달라집니다.",{"type":23,"tag":47,"props":705,"children":706},{},[707,727],{"type":23,"tag":51,"props":708,"children":709},{},[710],{"type":23,"tag":55,"props":711,"children":712},{},[713,717,722],{"type":23,"tag":59,"props":714,"children":715},{},[716],{"type":29,"value":518},{"type":23,"tag":59,"props":718,"children":719},{},[720],{"type":29,"value":721},"예시 ETF",{"type":23,"tag":59,"props":723,"children":724},{},[725],{"type":29,"value":726},"참고 비중",{"type":23,"tag":80,"props":728,"children":729},{},[730,748,765,783],{"type":23,"tag":55,"props":731,"children":732},{},[733,738,743],{"type":23,"tag":87,"props":734,"children":735},{},[736],{"type":29,"value":737},"코어(안정)",{"type":23,"tag":87,"props":739,"children":740},{},[741],{"type":29,"value":742},"VTI 또는 SPY",{"type":23,"tag":87,"props":744,"children":745},{},[746],{"type":29,"value":747},"50~60%",{"type":23,"tag":55,"props":749,"children":750},{},[751,756,760],{"type":23,"tag":87,"props":752,"children":753},{},[754],{"type":29,"value":755},"성장",{"type":23,"tag":87,"props":757,"children":758},{},[759],{"type":29,"value":276},{"type":23,"tag":87,"props":761,"children":762},{},[763],{"type":29,"value":764},"20~30%",{"type":23,"tag":55,"props":766,"children":767},{},[768,773,778],{"type":23,"tag":87,"props":769,"children":770},{},[771],{"type":29,"value":772},"섹터 위성",{"type":23,"tag":87,"props":774,"children":775},{},[776],{"type":29,"value":777},"XLK, XLV",{"type":23,"tag":87,"props":779,"children":780},{},[781],{"type":29,"value":782},"10~20%",{"type":23,"tag":55,"props":784,"children":785},{},[786,791,796],{"type":23,"tag":87,"props":787,"children":788},{},[789],{"type":29,"value":790},"현금성 자산",{"type":23,"tag":87,"props":792,"children":793},{},[794],{"type":29,"value":795},"SGOV(단기국채)",{"type":23,"tag":87,"props":797,"children":798},{},[799],{"type":29,"value":800},"5~10%",{"type":23,"tag":199,"props":802,"children":803},{},[],{"type":23,"tag":805,"props":806,"children":807},"blockquote",{},[808],{"type":23,"tag":32,"props":809,"children":810},{},[811],{"type":29,"value":812},"⚠️ 본 콘텐츠는 투자 정보 제공 목적으로만 작성되었으며, 투자 권유가 아닙니다. 모든 투자 결정과 그에 따른 손익은 투자자 본인에게 있습니다. 투자 전 반드시 자신의 투자 목적, 기간, 위험 감수 능력을 고려하시기 바랍니다.",{"title":7,"searchDepth":814,"depth":814,"links":815},3,[816,818,822,823,824],{"id":26,"depth":817,"text":30},2,{"id":204,"depth":817,"text":207,"children":819},[820,821],{"id":211,"depth":814,"text":214},{"id":339,"depth":814,"text":342},{"id":488,"depth":817,"text":491},{"id":642,"depth":817,"text":645},{"id":695,"depth":817,"text":698},"markdown","content:blog:2026-05-06-us-market-etf-strategy.md","content","blog\u002F2026-05-06-us-market-etf-strategy.md","blog\u002F2026-05-06-us-market-etf-strategy","md",[832,1238,1879,2725],{"_path":833,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":834,"description":835,"date":836,"tags":837,"image":841,"author":18,"body":842,"_type":825,"_id":1235,"_source":827,"_file":1236,"_stem":1237,"_extension":830},"\u002Fblog\u002F2026-05-10-kospi-etf-investment-strategy","2026년 5월 코스피 ETF 투자 전략 - 금리 안정화 국면의 핵심 종목","금리 안정화 국면에서 코스피 ETF 투자 전략을 분석합니다. 반도체, 배터리, 금융 섹터별 ETF 선별 기준과 포트폴리오 구성 방법을 상세히 다룹니다.","2026-05-10",[838,13,16,839,840],"코스피","반도체","포트폴리오","\u002Fimages\u002Fposts\u002Fp1.png",{"type":20,"children":843,"toc":1221},[844,850,855,860,866,872,877,885,903,909,914,922,940,946,951,959,977,983,989,1084,1090,1095,1147,1153,1158,1168,1178,1188,1194,1206,1211,1214],{"type":23,"tag":24,"props":845,"children":847},{"id":846},"현재-시장-환경-개요",[848],{"type":29,"value":849},"현재 시장 환경 개요",{"type":23,"tag":32,"props":851,"children":852},{},[853],{"type":29,"value":854},"2026년 5월 현재, 국내 증시는 글로벌 금리 안정화 국면에 접어들며 새로운 투자 기회가 열리고 있습니다. 한국은행의 기준금리 동결 기조와 미 연준(Fed)의 완화적 신호가 맞물리면서, 그동안 눌려 있던 성장주와 기술 섹터가 다시 주목받고 있습니다.",{"type":23,"tag":32,"props":856,"children":857},{},[858],{"type":29,"value":859},"특히 코스피 지수는 반도체 업황 회복과 함께 상승 모멘텀을 이어가고 있어, ETF를 통한 분산 투자 전략이 효과적인 시점입니다. 이번 글에서는 현재 시장 환경에서 주목해야 할 코스피 ETF와 섹터별 투자 전략을 살펴보겠습니다.",{"type":23,"tag":24,"props":861,"children":863},{"id":862},"주목해야-할-코스피-etf-섹터-분석",[864],{"type":29,"value":865},"주목해야 할 코스피 ETF 섹터 분석",{"type":23,"tag":209,"props":867,"children":869},{"id":868},"반도체-섹터-etf",[870],{"type":29,"value":871},"반도체 섹터 ETF",{"type":23,"tag":32,"props":873,"children":874},{},[875],{"type":29,"value":876},"반도체 업황은 AI 수요 증가와 메모리 가격 회복을 바탕으로 긍정적인 흐름을 보이고 있습니다. 국내 반도체 관련 ETF를 고려할 때 다음 기준을 참고하세요.",{"type":23,"tag":32,"props":878,"children":879},{},[880],{"type":23,"tag":41,"props":881,"children":882},{},[883],{"type":29,"value":884},"포트폴리오 구성 시 고려 사항:",{"type":23,"tag":613,"props":886,"children":887},{},[888,893,898],{"type":23,"tag":617,"props":889,"children":890},{},[891],{"type":29,"value":892},"반도체 ETF는 단기 변동성이 높으므로, 전체 포트폴리오의 15~20% 이내로 비중 조절",{"type":23,"tag":617,"props":894,"children":895},{},[896],{"type":29,"value":897},"메모리(DRAM, NAND) 사이클 확인: 현재 공급 축소 국면에서 가격 회복 여부 모니터링",{"type":23,"tag":617,"props":899,"children":900},{},[901],{"type":29,"value":902},"HBM(고대역폭 메모리) 관련 수혜 기업 포함 여부 확인",{"type":23,"tag":209,"props":904,"children":906},{"id":905},"금융-섹터-etf",[907],{"type":29,"value":908},"금융 섹터 ETF",{"type":23,"tag":32,"props":910,"children":911},{},[912],{"type":29,"value":913},"금리 안정화 환경에서 금융주는 순이자마진(NIM) 방어와 함께 배당 수익률이 매력적인 구간입니다.",{"type":23,"tag":32,"props":915,"children":916},{},[917],{"type":23,"tag":41,"props":918,"children":919},{},[920],{"type":29,"value":921},"금융 ETF 선택 기준:",{"type":23,"tag":613,"props":923,"children":924},{},[925,930,935],{"type":23,"tag":617,"props":926,"children":927},{},[928],{"type":29,"value":929},"은행주 비중이 높은 ETF: 배당 수익률 4~5% 수준 기대 가능",{"type":23,"tag":617,"props":931,"children":932},{},[933],{"type":29,"value":934},"보험사 포함 여부: 장기 자산운용 수익 개선 효과",{"type":23,"tag":617,"props":936,"children":937},{},[938],{"type":29,"value":939},"배당 성향이 높은 금융지주 중심 ETF 우선 고려",{"type":23,"tag":209,"props":941,"children":943},{"id":942},"이차전지친환경에너지-etf",[944],{"type":29,"value":945},"이차전지\u002F친환경에너지 ETF",{"type":23,"tag":32,"props":947,"children":948},{},[949],{"type":29,"value":950},"글로벌 친환경 전환 정책과 전기차 보급 확대로 이차전지 섹터는 중장기 성장 스토리가 유효합니다.",{"type":23,"tag":32,"props":952,"children":953},{},[954],{"type":23,"tag":41,"props":955,"children":956},{},[957],{"type":29,"value":958},"투자 시 주의 사항:",{"type":23,"tag":613,"props":960,"children":961},{},[962,967,972],{"type":23,"tag":617,"props":963,"children":964},{},[965],{"type":29,"value":966},"단기 과잉공급 우려로 변동성 확대 가능",{"type":23,"tag":617,"props":968,"children":969},{},[970],{"type":29,"value":971},"중국 배터리 기업과의 경쟁 심화 모니터링 필요",{"type":23,"tag":617,"props":973,"children":974},{},[975],{"type":29,"value":976},"장기 투자(3년 이상) 관점에서 적립식 접근 권장",{"type":23,"tag":24,"props":978,"children":980},{"id":979},"etf-포트폴리오-구성-전략",[981],{"type":29,"value":982},"ETF 포트폴리오 구성 전략",{"type":23,"tag":209,"props":984,"children":986},{"id":985},"기본-분산-포트폴리오-안정형",[987],{"type":29,"value":988},"기본 분산 포트폴리오 (안정형)",{"type":23,"tag":47,"props":990,"children":991},{},[992,1011],{"type":23,"tag":51,"props":993,"children":994},{},[995],{"type":23,"tag":55,"props":996,"children":997},{},[998,1002,1007],{"type":23,"tag":59,"props":999,"children":1000},{},[1001],{"type":29,"value":360},{"type":23,"tag":59,"props":1003,"children":1004},{},[1005],{"type":29,"value":1006},"비중",{"type":23,"tag":59,"props":1008,"children":1009},{},[1010],{"type":29,"value":539},{"type":23,"tag":80,"props":1012,"children":1013},{},[1014,1032,1049,1066],{"type":23,"tag":55,"props":1015,"children":1016},{},[1017,1022,1027],{"type":23,"tag":87,"props":1018,"children":1019},{},[1020],{"type":29,"value":1021},"코스피200 인덱스",{"type":23,"tag":87,"props":1023,"children":1024},{},[1025],{"type":29,"value":1026},"40%",{"type":23,"tag":87,"props":1028,"children":1029},{},[1030],{"type":29,"value":1031},"시장 전체 노출, 변동성 완화",{"type":23,"tag":55,"props":1033,"children":1034},{},[1035,1039,1044],{"type":23,"tag":87,"props":1036,"children":1037},{},[1038],{"type":29,"value":839},{"type":23,"tag":87,"props":1040,"children":1041},{},[1042],{"type":29,"value":1043},"20%",{"type":23,"tag":87,"props":1045,"children":1046},{},[1047],{"type":29,"value":1048},"성장성 추구",{"type":23,"tag":55,"props":1050,"children":1051},{},[1052,1056,1061],{"type":23,"tag":87,"props":1053,"children":1054},{},[1055],{"type":29,"value":407},{"type":23,"tag":87,"props":1057,"children":1058},{},[1059],{"type":29,"value":1060},"25%",{"type":23,"tag":87,"props":1062,"children":1063},{},[1064],{"type":29,"value":1065},"배당 수익 + 안정성",{"type":23,"tag":55,"props":1067,"children":1068},{},[1069,1074,1079],{"type":23,"tag":87,"props":1070,"children":1071},{},[1072],{"type":29,"value":1073},"이차전지",{"type":23,"tag":87,"props":1075,"children":1076},{},[1077],{"type":29,"value":1078},"15%",{"type":23,"tag":87,"props":1080,"children":1081},{},[1082],{"type":29,"value":1083},"중장기 성장 테마",{"type":23,"tag":209,"props":1085,"children":1087},{"id":1086},"etf-선택-시-체크리스트",[1088],{"type":29,"value":1089},"ETF 선택 시 체크리스트",{"type":23,"tag":32,"props":1091,"children":1092},{},[1093],{"type":29,"value":1094},"투자 전 반드시 확인해야 할 항목입니다.",{"type":23,"tag":647,"props":1096,"children":1097},{},[1098,1108,1118,1127,1137],{"type":23,"tag":617,"props":1099,"children":1100},{},[1101,1106],{"type":23,"tag":41,"props":1102,"children":1103},{},[1104],{"type":29,"value":1105},"운용 규모",{"type":29,"value":1107},": 순자산 1,000억 원 이상 ETF 우선 (유동성 리스크 최소화)",{"type":23,"tag":617,"props":1109,"children":1110},{},[1111,1116],{"type":23,"tag":41,"props":1112,"children":1113},{},[1114],{"type":29,"value":1115},"추적 오차율",{"type":29,"value":1117},": 연 0.5% 이내 권장",{"type":23,"tag":617,"props":1119,"children":1120},{},[1121,1125],{"type":23,"tag":41,"props":1122,"children":1123},{},[1124],{"type":29,"value":238},{"type":29,"value":1126},": 연 0.3% 이하 우선 고려",{"type":23,"tag":617,"props":1128,"children":1129},{},[1130,1135],{"type":23,"tag":41,"props":1131,"children":1132},{},[1133],{"type":29,"value":1134},"괴리율",{"type":29,"value":1136},": 실시간 매매 시 ±0.1% 이내 확인",{"type":23,"tag":617,"props":1138,"children":1139},{},[1140,1145],{"type":23,"tag":41,"props":1141,"children":1142},{},[1143],{"type":29,"value":1144},"분배금(배당) 주기",{"type":29,"value":1146},": 분기 또는 월배당 여부 확인",{"type":23,"tag":24,"props":1148,"children":1150},{"id":1149},"리스크-관리-원칙",[1151],{"type":29,"value":1152},"리스크 관리 원칙",{"type":23,"tag":32,"props":1154,"children":1155},{},[1156],{"type":29,"value":1157},"ETF 투자에서도 리스크 관리는 필수입니다. 다음 원칙을 지켜보세요.",{"type":23,"tag":32,"props":1159,"children":1160},{},[1161,1166],{"type":23,"tag":41,"props":1162,"children":1163},{},[1164],{"type":29,"value":1165},"손절 기준 설정",{"type":29,"value":1167},": ETF라도 개별 섹터 하락 시 -15% 기준으로 리밸런싱 검토",{"type":23,"tag":32,"props":1169,"children":1170},{},[1171,1176],{"type":23,"tag":41,"props":1172,"children":1173},{},[1174],{"type":29,"value":1175},"적립식 투자 병행",{"type":29,"value":1177},": 일시 투자보다 월 단위 정기 매수로 단가 평균화",{"type":23,"tag":32,"props":1179,"children":1180},{},[1181,1186],{"type":23,"tag":41,"props":1182,"children":1183},{},[1184],{"type":29,"value":1185},"포트폴리오 정기 점검",{"type":29,"value":1187},": 분기 1회 섹터별 비중 재조정으로 목표 배분 유지",{"type":23,"tag":24,"props":1189,"children":1191},{"id":1190},"결론-및-핵심-정리",[1192],{"type":29,"value":1193},"결론 및 핵심 정리",{"type":23,"tag":32,"props":1195,"children":1196},{},[1197,1199,1204],{"type":29,"value":1198},"2026년 5월 현재 금리 안정화 국면에서 코스피 ETF 투자의 핵심은 ",{"type":23,"tag":41,"props":1200,"children":1201},{},[1202],{"type":29,"value":1203},"반도체(성장) + 금융(배당) + 지수형(안정)",{"type":29,"value":1205}," 조합으로 균형 잡힌 포트폴리오를 구성하는 것입니다.",{"type":23,"tag":32,"props":1207,"children":1208},{},[1209],{"type":29,"value":1210},"단기 시세 차익보다는 12~24개월 이상의 중기 관점으로 접근하고, 시장 변동성 확대 구간에서는 안전자산 비중을 높이는 유연한 전략이 중요합니다.",{"type":23,"tag":199,"props":1212,"children":1213},{},[],{"type":23,"tag":805,"props":1215,"children":1216},{},[1217],{"type":23,"tag":32,"props":1218,"children":1219},{},[1220],{"type":29,"value":812},{"title":7,"searchDepth":814,"depth":814,"links":1222},[1223,1224,1229,1233,1234],{"id":846,"depth":817,"text":849},{"id":862,"depth":817,"text":865,"children":1225},[1226,1227,1228],{"id":868,"depth":814,"text":871},{"id":905,"depth":814,"text":908},{"id":942,"depth":814,"text":945},{"id":979,"depth":817,"text":982,"children":1230},[1231,1232],{"id":985,"depth":814,"text":988},{"id":1086,"depth":814,"text":1089},{"id":1149,"depth":817,"text":1152},{"id":1190,"depth":817,"text":1193},"content:blog:2026-05-10-kospi-etf-investment-strategy.md","blog\u002F2026-05-10-kospi-etf-investment-strategy.md","blog\u002F2026-05-10-kospi-etf-investment-strategy",{"_path":1239,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":1240,"description":1241,"date":1242,"tags":1243,"image":1247,"author":18,"body":1248,"_type":825,"_id":1876,"_source":827,"_file":1877,"_stem":1878,"_extension":830},"\u002Fblog\u002F2026-05-08-weekly-portfolio-review","2026년 5월 1주차 포트폴리오 점검 - 주간 시장 총정리와 리밸런싱 체크포인트","2026년 5월 첫째 주 증시를 총정리하고 포트폴리오 점검 방법을 안내합니다. FOMC 결과 소화, 반도체 수출 개선, 2주차 핵심 이벤트 예고와 장기 투자자를 위한 리밸런싱 가이드를 담았습니다.","2026-05-08",[840,1244,16,1245,1246],"분산투자","리밸런싱","주간증시전망","\u002Fimages\u002Fposts\u002F2026-05-08-weekly-portfolio-review.jpg",{"type":20,"children":1249,"toc":1862},[1250,1256,1261,1269,1426,1436,1439,1445,1450,1456,1526,1532,1596,1599,1605,1611,1616,1622,1627,1633,1638,1641,1647,1794,1804,1807,1813,1821,1826,1834,1852,1855],{"type":23,"tag":24,"props":1251,"children":1253},{"id":1252},"이번-주-시장-총정리",[1254],{"type":29,"value":1255},"이번 주 시장 총정리",{"type":23,"tag":32,"props":1257,"children":1258},{},[1259],{"type":29,"value":1260},"2026년 5월 1주차는 FOMC 금리 동결이 핵심 이벤트였습니다. 예상대로 동결이 결정됐지만 파월 의장의 발언에서 6월 인하 가능성을 열어두는 뉘앙스가 감지되면서, 성장주 중심으로 안도 랠리가 나타났습니다.",{"type":23,"tag":32,"props":1262,"children":1263},{},[1264],{"type":23,"tag":41,"props":1265,"children":1266},{},[1267],{"type":29,"value":1268},"주간 주요 지수 성과",{"type":23,"tag":47,"props":1270,"children":1271},{},[1272,1296],{"type":23,"tag":51,"props":1273,"children":1274},{},[1275],{"type":23,"tag":55,"props":1276,"children":1277},{},[1278,1282,1287,1292],{"type":23,"tag":59,"props":1279,"children":1280},{},[1281],{"type":29,"value":63},{"type":23,"tag":59,"props":1283,"children":1284},{},[1285],{"type":29,"value":1286},"주간 등락",{"type":23,"tag":59,"props":1288,"children":1289},{},[1290],{"type":29,"value":1291},"월간 누적",{"type":23,"tag":59,"props":1293,"children":1294},{},[1295],{"type":29,"value":73},{"type":23,"tag":80,"props":1297,"children":1298},{},[1299,1319,1341,1362,1383,1405],{"type":23,"tag":55,"props":1300,"children":1301},{},[1302,1306,1311,1315],{"type":23,"tag":87,"props":1303,"children":1304},{},[1305],{"type":29,"value":838},{"type":23,"tag":87,"props":1307,"children":1308},{},[1309],{"type":29,"value":1310},"+1.3%",{"type":23,"tag":87,"props":1312,"children":1313},{},[1314],{"type":29,"value":1310},{"type":23,"tag":87,"props":1316,"children":1317},{},[1318],{"type":29,"value":174},{"type":23,"tag":55,"props":1320,"children":1321},{},[1322,1327,1332,1336],{"type":23,"tag":87,"props":1323,"children":1324},{},[1325],{"type":29,"value":1326},"코스닥",{"type":23,"tag":87,"props":1328,"children":1329},{},[1330],{"type":29,"value":1331},"+0.8%",{"type":23,"tag":87,"props":1333,"children":1334},{},[1335],{"type":29,"value":1331},{"type":23,"tag":87,"props":1337,"children":1338},{},[1339],{"type":29,"value":1340},"+5.4%",{"type":23,"tag":55,"props":1342,"children":1343},{},[1344,1348,1353,1357],{"type":23,"tag":87,"props":1345,"children":1346},{},[1347],{"type":29,"value":15},{"type":23,"tag":87,"props":1349,"children":1350},{},[1351],{"type":29,"value":1352},"+1.8%",{"type":23,"tag":87,"props":1354,"children":1355},{},[1356],{"type":29,"value":1352},{"type":23,"tag":87,"props":1358,"children":1359},{},[1360],{"type":29,"value":1361},"+9.0%",{"type":23,"tag":55,"props":1363,"children":1364},{},[1365,1369,1374,1378],{"type":23,"tag":87,"props":1366,"children":1367},{},[1368],{"type":29,"value":281},{"type":23,"tag":87,"props":1370,"children":1371},{},[1372],{"type":29,"value":1373},"+2.4%",{"type":23,"tag":87,"props":1375,"children":1376},{},[1377],{"type":29,"value":1373},{"type":23,"tag":87,"props":1379,"children":1380},{},[1381],{"type":29,"value":1382},"+12.1%",{"type":23,"tag":55,"props":1384,"children":1385},{},[1386,1391,1396,1400],{"type":23,"tag":87,"props":1387,"children":1388},{},[1389],{"type":29,"value":1390},"금(현물)",{"type":23,"tag":87,"props":1392,"children":1393},{},[1394],{"type":29,"value":1395},"+0.9%",{"type":23,"tag":87,"props":1397,"children":1398},{},[1399],{"type":29,"value":1395},{"type":23,"tag":87,"props":1401,"children":1402},{},[1403],{"type":29,"value":1404},"+11.3%",{"type":23,"tag":55,"props":1406,"children":1407},{},[1408,1413,1418,1422],{"type":23,"tag":87,"props":1409,"children":1410},{},[1411],{"type":29,"value":1412},"달러\u002F원",{"type":23,"tag":87,"props":1414,"children":1415},{},[1416],{"type":29,"value":1417},"-0.6% (원화 강세)",{"type":23,"tag":87,"props":1419,"children":1420},{},[1421],{"type":29,"value":192},{"type":23,"tag":87,"props":1423,"children":1424},{},[1425],{"type":29,"value":192},{"type":23,"tag":32,"props":1427,"children":1428},{},[1429,1434],{"type":23,"tag":41,"props":1430,"children":1431},{},[1432],{"type":29,"value":1433},"한 줄 정리",{"type":29,"value":1435},": FOMC 이후 위험선호 심리 회복, 반도체·기술주 강세, 달러 소폭 약세가 공통 테마였습니다.",{"type":23,"tag":199,"props":1437,"children":1438},{},[],{"type":23,"tag":24,"props":1440,"children":1442},{"id":1441},"포트폴리오-리밸런싱-체크포인트",[1443],{"type":29,"value":1444},"포트폴리오 리밸런싱 체크포인트",{"type":23,"tag":32,"props":1446,"children":1447},{},[1448],{"type":29,"value":1449},"주간 점검에서 확인해야 할 핵심 항목들을 정리했습니다. 아래 체크리스트를 통해 보유 포트폴리오의 균형을 점검해 보세요.",{"type":23,"tag":209,"props":1451,"children":1453},{"id":1452},"자산-배분-점검",[1454],{"type":29,"value":1455},"자산 배분 점검",{"type":23,"tag":613,"props":1457,"children":1460},{"className":1458},[1459],"contains-task-list",[1461,1481,1496,1511],{"type":23,"tag":617,"props":1462,"children":1465},{"className":1463},[1464],"task-list-item",[1466,1472,1474,1479],{"type":23,"tag":1467,"props":1468,"children":1471},"input",{"disabled":1469,"type":1470},true,"checkbox",[],{"type":29,"value":1473}," ",{"type":23,"tag":41,"props":1475,"children":1476},{},[1477],{"type":29,"value":1478},"주식 비중",{"type":29,"value":1480},": 목표 비중 대비 ±5%p 이내인지 확인",{"type":23,"tag":617,"props":1482,"children":1484},{"className":1483},[1464],[1485,1488,1489,1494],{"type":23,"tag":1467,"props":1486,"children":1487},{"disabled":1469,"type":1470},[],{"type":29,"value":1473},{"type":23,"tag":41,"props":1490,"children":1491},{},[1492],{"type":29,"value":1493},"국내\u002F해외 비중",{"type":29,"value":1495},": 환율 변동으로 인한 비중 변화 점검",{"type":23,"tag":617,"props":1497,"children":1499},{"className":1498},[1464],[1500,1503,1504,1509],{"type":23,"tag":1467,"props":1501,"children":1502},{"disabled":1469,"type":1470},[],{"type":29,"value":1473},{"type":23,"tag":41,"props":1505,"children":1506},{},[1507],{"type":29,"value":1508},"섹터 쏠림",{"type":29,"value":1510},": 단일 섹터가 포트폴리오의 30% 초과 여부 확인",{"type":23,"tag":617,"props":1512,"children":1514},{"className":1513},[1464],[1515,1518,1519,1524],{"type":23,"tag":1467,"props":1516,"children":1517},{"disabled":1469,"type":1470},[],{"type":29,"value":1473},{"type":23,"tag":41,"props":1520,"children":1521},{},[1522],{"type":29,"value":1523},"현금 비중",{"type":29,"value":1525},": 단기 리스크 대응을 위한 최소 5~10% 유지",{"type":23,"tag":209,"props":1527,"children":1529},{"id":1528},"개별-자산-점검",[1530],{"type":29,"value":1531},"개별 자산 점검",{"type":23,"tag":613,"props":1533,"children":1535},{"className":1534},[1459],[1536,1551,1566,1581],{"type":23,"tag":617,"props":1537,"children":1539},{"className":1538},[1464],[1540,1543,1544,1549],{"type":23,"tag":1467,"props":1541,"children":1542},{"disabled":1469,"type":1470},[],{"type":29,"value":1473},{"type":23,"tag":41,"props":1545,"children":1546},{},[1547],{"type":29,"value":1548},"수익률 상위 자산",{"type":29,"value":1550},": 목표 수익 도달 시 일부 차익 실현 고려",{"type":23,"tag":617,"props":1552,"children":1554},{"className":1553},[1464],[1555,1558,1559,1564],{"type":23,"tag":1467,"props":1556,"children":1557},{"disabled":1469,"type":1470},[],{"type":29,"value":1473},{"type":23,"tag":41,"props":1560,"children":1561},{},[1562],{"type":29,"value":1563},"손실 자산",{"type":29,"value":1565},": 투자 원thesis가 유효한지 재확인",{"type":23,"tag":617,"props":1567,"children":1569},{"className":1568},[1464],[1570,1573,1574,1579],{"type":23,"tag":1467,"props":1571,"children":1572},{"disabled":1469,"type":1470},[],{"type":29,"value":1473},{"type":23,"tag":41,"props":1575,"children":1576},{},[1577],{"type":29,"value":1578},"배당·이자 수입",{"type":29,"value":1580},": 분기 배당 수령 후 재투자 여부 결정",{"type":23,"tag":617,"props":1582,"children":1584},{"className":1583},[1464],[1585,1588,1589,1594],{"type":23,"tag":1467,"props":1586,"children":1587},{"disabled":1469,"type":1470},[],{"type":29,"value":1473},{"type":23,"tag":41,"props":1590,"children":1591},{},[1592],{"type":29,"value":1593},"환노출 자산",{"type":29,"value":1595},": 달러\u002F원 방향성 변화에 따른 헤지 비율 재검토",{"type":23,"tag":199,"props":1597,"children":1598},{},[],{"type":23,"tag":24,"props":1600,"children":1602},{"id":1601},"투자-유형별-이번-주-시사점",[1603],{"type":29,"value":1604},"투자 유형별 이번 주 시사점",{"type":23,"tag":209,"props":1606,"children":1608},{"id":1607},"장기-투자자-10년-이상",[1609],{"type":29,"value":1610},"장기 투자자 (10년 이상)",{"type":23,"tag":32,"props":1612,"children":1613},{},[1614],{"type":29,"value":1615},"이번 FOMC는 금리 인하 사이클의 시작 신호를 보내고 있습니다. 역사적으로 첫 금리 인하 이후 12개월간 주식시장은 대체로 양호한 성과를 보여왔습니다. 장기 투자자라면 시장 변동성에 흔들리지 않고 인덱스 ETF의 적립 매수를 지속하는 것이 합리적인 접근으로 보입니다.",{"type":23,"tag":209,"props":1617,"children":1619},{"id":1618},"중기-투자자-13년",[1620],{"type":29,"value":1621},"중기 투자자 (1~3년)",{"type":23,"tag":32,"props":1623,"children":1624},{},[1625],{"type":29,"value":1626},"반도체·AI 테마의 모멘텀이 유지되고 있는 구간입니다. 다만 이미 상당폭 상승한 종목과 ETF에 대한 추가 매수 시 신중한 접근이 필요하며, 분할 매수를 통해 평균 매입 단가를 관리하는 전략이 바람직합니다.",{"type":23,"tag":209,"props":1628,"children":1630},{"id":1629},"단기-투자자-3개월-미만",[1631],{"type":29,"value":1632},"단기 투자자 (3개월 미만)",{"type":23,"tag":32,"props":1634,"children":1635},{},[1636],{"type":29,"value":1637},"5월 13일 발표 예정인 미국 CPI가 다음 주 최대 이벤트입니다. 근원 CPI가 3%를 하회할 경우 6월 금리 인하 기대감이 급등하며 추가 강세 가능성이 있고, 예상치를 상회할 경우 단기 조정이 올 수 있어 대응 시나리오를 준비해 두는 것이 좋습니다.",{"type":23,"tag":199,"props":1639,"children":1640},{},[],{"type":23,"tag":24,"props":1642,"children":1644},{"id":1643},"다음-주5월-2주차-핵심-이벤트-예고",[1645],{"type":29,"value":1646},"다음 주(5월 2주차) 핵심 이벤트 예고",{"type":23,"tag":47,"props":1648,"children":1649},{},[1650,1676],{"type":23,"tag":51,"props":1651,"children":1652},{},[1653],{"type":23,"tag":55,"props":1654,"children":1655},{},[1656,1661,1666,1671],{"type":23,"tag":59,"props":1657,"children":1658},{},[1659],{"type":29,"value":1660},"날짜",{"type":23,"tag":59,"props":1662,"children":1663},{},[1664],{"type":29,"value":1665},"이벤트",{"type":23,"tag":59,"props":1667,"children":1668},{},[1669],{"type":29,"value":1670},"시장 영향",{"type":23,"tag":59,"props":1672,"children":1673},{},[1674],{"type":29,"value":1675},"예상 방향",{"type":23,"tag":80,"props":1677,"children":1678},{},[1679,1702,1728,1751,1773],{"type":23,"tag":55,"props":1680,"children":1681},{},[1682,1687,1692,1697],{"type":23,"tag":87,"props":1683,"children":1684},{},[1685],{"type":29,"value":1686},"5\u002F12(월)",{"type":23,"tag":87,"props":1688,"children":1689},{},[1690],{"type":29,"value":1691},"한국 실업률",{"type":23,"tag":87,"props":1693,"children":1694},{},[1695],{"type":29,"value":1696},"★★★",{"type":23,"tag":87,"props":1698,"children":1699},{},[1700],{"type":29,"value":1701},"고용 안정 확인",{"type":23,"tag":55,"props":1703,"children":1704},{},[1705,1710,1718,1723],{"type":23,"tag":87,"props":1706,"children":1707},{},[1708],{"type":29,"value":1709},"5\u002F13(화)",{"type":23,"tag":87,"props":1711,"children":1712},{},[1713],{"type":23,"tag":41,"props":1714,"children":1715},{},[1716],{"type":29,"value":1717},"미국 CPI(4월)",{"type":23,"tag":87,"props":1719,"children":1720},{},[1721],{"type":29,"value":1722},"★★★★★",{"type":23,"tag":87,"props":1724,"children":1725},{},[1726],{"type":29,"value":1727},"3.2~3.4% 예상",{"type":23,"tag":55,"props":1729,"children":1730},{},[1731,1736,1741,1746],{"type":23,"tag":87,"props":1732,"children":1733},{},[1734],{"type":29,"value":1735},"5\u002F14(수)",{"type":23,"tag":87,"props":1737,"children":1738},{},[1739],{"type":29,"value":1740},"미국 PPI",{"type":23,"tag":87,"props":1742,"children":1743},{},[1744],{"type":29,"value":1745},"★★★★",{"type":23,"tag":87,"props":1747,"children":1748},{},[1749],{"type":29,"value":1750},"CPI 선행 지표",{"type":23,"tag":55,"props":1752,"children":1753},{},[1754,1759,1764,1768],{"type":23,"tag":87,"props":1755,"children":1756},{},[1757],{"type":29,"value":1758},"5\u002F15(목)",{"type":23,"tag":87,"props":1760,"children":1761},{},[1762],{"type":29,"value":1763},"미국 소매판매",{"type":23,"tag":87,"props":1765,"children":1766},{},[1767],{"type":29,"value":1745},{"type":23,"tag":87,"props":1769,"children":1770},{},[1771],{"type":29,"value":1772},"소비 둔화 여부",{"type":23,"tag":55,"props":1774,"children":1775},{},[1776,1780,1785,1789],{"type":23,"tag":87,"props":1777,"children":1778},{},[1779],{"type":29,"value":1758},{"type":23,"tag":87,"props":1781,"children":1782},{},[1783],{"type":29,"value":1784},"필라델피아 연은 제조업",{"type":23,"tag":87,"props":1786,"children":1787},{},[1788],{"type":29,"value":1696},{"type":23,"tag":87,"props":1790,"children":1791},{},[1792],{"type":29,"value":1793},"제조업 경기",{"type":23,"tag":32,"props":1795,"children":1796},{},[1797,1802],{"type":23,"tag":41,"props":1798,"children":1799},{},[1800],{"type":29,"value":1801},"핵심 주목 포인트",{"type":29,"value":1803},": 5월 13일 CPI가 예상치(3.3%)를 하회하면 금리 인하 기대감 급등 → 성장주·국채·금 동반 강세 가능성이 높다는 분석이 있습니다.",{"type":23,"tag":199,"props":1805,"children":1806},{},[],{"type":23,"tag":24,"props":1808,"children":1810},{"id":1809},"장기-투자자를-위한-주간-조언",[1811],{"type":29,"value":1812},"장기 투자자를 위한 주간 조언",{"type":23,"tag":32,"props":1814,"children":1815},{},[1816],{"type":23,"tag":41,"props":1817,"children":1818},{},[1819],{"type":29,"value":1820},"\"지금 이 순간의 노이즈를 걸러내는 것이 수익률을 결정한다\"",{"type":23,"tag":32,"props":1822,"children":1823},{},[1824],{"type":29,"value":1825},"한 주 동안 시장에는 FOMC, 고용지표, 각국 물가 발표 등 수많은 노이즈가 있었습니다. 하지만 장기 투자의 본질은 이런 단기 이벤트에 반응하는 것이 아니라, 기업 이익과 경제 성장의 장기 트렌드에 올라타는 것입니다.",{"type":23,"tag":32,"props":1827,"children":1828},{},[1829],{"type":23,"tag":41,"props":1830,"children":1831},{},[1832],{"type":29,"value":1833},"이번 주 점검 후 기억할 3가지",{"type":23,"tag":647,"props":1835,"children":1836},{},[1837,1842,1847],{"type":23,"tag":617,"props":1838,"children":1839},{},[1840],{"type":29,"value":1841},"금리 인하 사이클 진입 초입 — 위험자산에 우호적 환경이 형성 중",{"type":23,"tag":617,"props":1843,"children":1844},{},[1845],{"type":29,"value":1846},"반도체·AI 중심의 기업 이익 개선 — 한국·미국 공통 테마",{"type":23,"tag":617,"props":1848,"children":1849},{},[1850],{"type":29,"value":1851},"달러 약세 전환 가능성 — 글로벌 분산투자의 환율 효과 주목",{"type":23,"tag":199,"props":1853,"children":1854},{},[],{"type":23,"tag":805,"props":1856,"children":1857},{},[1858],{"type":23,"tag":32,"props":1859,"children":1860},{},[1861],{"type":29,"value":812},{"title":7,"searchDepth":814,"depth":814,"links":1863},[1864,1865,1869,1874,1875],{"id":1252,"depth":817,"text":1255},{"id":1441,"depth":817,"text":1444,"children":1866},[1867,1868],{"id":1452,"depth":814,"text":1455},{"id":1528,"depth":814,"text":1531},{"id":1601,"depth":817,"text":1604,"children":1870},[1871,1872,1873],{"id":1607,"depth":814,"text":1610},{"id":1618,"depth":814,"text":1621},{"id":1629,"depth":814,"text":1632},{"id":1643,"depth":817,"text":1646},{"id":1809,"depth":817,"text":1812},"content:blog:2026-05-08-weekly-portfolio-review.md","blog\u002F2026-05-08-weekly-portfolio-review.md","blog\u002F2026-05-08-weekly-portfolio-review",{"_path":1880,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":1881,"description":1882,"date":1883,"tags":1884,"image":1889,"author":18,"body":1890,"_type":825,"_id":2722,"_source":827,"_file":2723,"_stem":2724,"_extension":830},"\u002Fblog\u002F2026-05-07-economic-indicator-analysis","2026년 5월 주요 경제 지표 분석 - FOMC·고용·물가가 투자에 미치는 영향","2026년 5월 1주차 주요 경제 지표를 투자 관점에서 분석합니다. 미국 FOMC 결정, 한국 소비자물가, 비농업 고용 등 핵심 지표의 의미와 자산군별 영향을 정리했습니다.","2026-05-07",[1885,1886,16,1887,1888],"경제지표","금리","FOMC","물가","\u002Fimages\u002Fposts\u002F2026-05-07-economic-indicator-analysis.jpg",{"type":20,"children":1891,"toc":2715},[1892,1898,1903,2168,2171,2177,2185,2190,2198,2367,2370,2376,2384,2389,2397,2402,2405,2411,2546,2549,2555,2560,2705,2708],{"type":23,"tag":24,"props":1893,"children":1895},{"id":1894},"이번-주-발표된-주요-경제-지표-정리",[1896],{"type":29,"value":1897},"이번 주 발표된 주요 경제 지표 정리",{"type":23,"tag":32,"props":1899,"children":1900},{},[1901],{"type":29,"value":1902},"5월 첫째 주는 연간 가장 중요한 경제 이벤트 주간 중 하나입니다. 한국 소비자물가, 미국 ADP 민간고용, 연준 FOMC 결정이 연이어 발표되면서 글로벌 금융시장의 방향성이 결정되는 분기점이 될 전망입니다.",{"type":23,"tag":47,"props":1904,"children":1905},{},[1906,1941],{"type":23,"tag":51,"props":1907,"children":1908},{},[1909],{"type":23,"tag":55,"props":1910,"children":1911},{},[1912,1916,1921,1926,1931,1936],{"type":23,"tag":59,"props":1913,"children":1914},{},[1915],{"type":29,"value":1660},{"type":23,"tag":59,"props":1917,"children":1918},{},[1919],{"type":29,"value":1920},"지표명",{"type":23,"tag":59,"props":1922,"children":1923},{},[1924],{"type":29,"value":1925},"발표치",{"type":23,"tag":59,"props":1927,"children":1928},{},[1929],{"type":29,"value":1930},"예상치",{"type":23,"tag":59,"props":1932,"children":1933},{},[1934],{"type":29,"value":1935},"전월치",{"type":23,"tag":59,"props":1937,"children":1938},{},[1939],{"type":29,"value":1940},"평가",{"type":23,"tag":80,"props":1942,"children":1943},{},[1944,1977,2010,2042,2075,2106,2138],{"type":23,"tag":55,"props":1945,"children":1946},{},[1947,1952,1957,1962,1967,1972],{"type":23,"tag":87,"props":1948,"children":1949},{},[1950],{"type":29,"value":1951},"5\u002F5(화)",{"type":23,"tag":87,"props":1953,"children":1954},{},[1955],{"type":29,"value":1956},"한국 CPI(전년비)",{"type":23,"tag":87,"props":1958,"children":1959},{},[1960],{"type":29,"value":1961},"+2.1%",{"type":23,"tag":87,"props":1963,"children":1964},{},[1965],{"type":29,"value":1966},"+2.2%",{"type":23,"tag":87,"props":1968,"children":1969},{},[1970],{"type":29,"value":1971},"+2.3%",{"type":23,"tag":87,"props":1973,"children":1974},{},[1975],{"type":29,"value":1976},"물가 둔화 확인",{"type":23,"tag":55,"props":1978,"children":1979},{},[1980,1985,1990,1995,2000,2005],{"type":23,"tag":87,"props":1981,"children":1982},{},[1983],{"type":29,"value":1984},"5\u002F6(수)",{"type":23,"tag":87,"props":1986,"children":1987},{},[1988],{"type":29,"value":1989},"미국 ADP 민간고용",{"type":23,"tag":87,"props":1991,"children":1992},{},[1993],{"type":29,"value":1994},"+165천",{"type":23,"tag":87,"props":1996,"children":1997},{},[1998],{"type":29,"value":1999},"+170천",{"type":23,"tag":87,"props":2001,"children":2002},{},[2003],{"type":29,"value":2004},"+184천",{"type":23,"tag":87,"props":2006,"children":2007},{},[2008],{"type":29,"value":2009},"소폭 둔화",{"type":23,"tag":55,"props":2011,"children":2012},{},[2013,2017,2022,2027,2032,2037],{"type":23,"tag":87,"props":2014,"children":2015},{},[2016],{"type":29,"value":1984},{"type":23,"tag":87,"props":2018,"children":2019},{},[2020],{"type":29,"value":2021},"미국 ISM 서비스PMI",{"type":23,"tag":87,"props":2023,"children":2024},{},[2025],{"type":29,"value":2026},"51.3",{"type":23,"tag":87,"props":2028,"children":2029},{},[2030],{"type":29,"value":2031},"52.0",{"type":23,"tag":87,"props":2033,"children":2034},{},[2035],{"type":29,"value":2036},"53.4",{"type":23,"tag":87,"props":2038,"children":2039},{},[2040],{"type":29,"value":2041},"예상 하회",{"type":23,"tag":55,"props":2043,"children":2044},{},[2045,2050,2055,2060,2065,2070],{"type":23,"tag":87,"props":2046,"children":2047},{},[2048],{"type":29,"value":2049},"5\u002F7(목)",{"type":23,"tag":87,"props":2051,"children":2052},{},[2053],{"type":29,"value":2054},"미국 FOMC 금리 결정",{"type":23,"tag":87,"props":2056,"children":2057},{},[2058],{"type":29,"value":2059},"동결(5.25%)",{"type":23,"tag":87,"props":2061,"children":2062},{},[2063],{"type":29,"value":2064},"동결",{"type":23,"tag":87,"props":2066,"children":2067},{},[2068],{"type":29,"value":2069},"5.25%",{"type":23,"tag":87,"props":2071,"children":2072},{},[2073],{"type":29,"value":2074},"예상 부합",{"type":23,"tag":55,"props":2076,"children":2077},{},[2078,2082,2087,2092,2097,2101],{"type":23,"tag":87,"props":2079,"children":2080},{},[2081],{"type":29,"value":2049},{"type":23,"tag":87,"props":2083,"children":2084},{},[2085],{"type":29,"value":2086},"한국 수출(잠정)",{"type":23,"tag":87,"props":2088,"children":2089},{},[2090],{"type":29,"value":2091},"+8.2%(yoy)",{"type":23,"tag":87,"props":2093,"children":2094},{},[2095],{"type":29,"value":2096},"+7.5%",{"type":23,"tag":87,"props":2098,"children":2099},{},[2100],{"type":29,"value":460},{"type":23,"tag":87,"props":2102,"children":2103},{},[2104],{"type":29,"value":2105},"예상 상회",{"type":23,"tag":55,"props":2107,"children":2108},{},[2109,2114,2119,2124,2129,2134],{"type":23,"tag":87,"props":2110,"children":2111},{},[2112],{"type":29,"value":2113},"5\u002F8(금)",{"type":23,"tag":87,"props":2115,"children":2116},{},[2117],{"type":29,"value":2118},"미국 NFP(비농업고용)",{"type":23,"tag":87,"props":2120,"children":2121},{},[2122],{"type":29,"value":2123},"+185천",{"type":23,"tag":87,"props":2125,"children":2126},{},[2127],{"type":29,"value":2128},"+190천",{"type":23,"tag":87,"props":2130,"children":2131},{},[2132],{"type":29,"value":2133},"+228천",{"type":23,"tag":87,"props":2135,"children":2136},{},[2137],{"type":29,"value":2009},{"type":23,"tag":55,"props":2139,"children":2140},{},[2141,2145,2150,2155,2159,2164],{"type":23,"tag":87,"props":2142,"children":2143},{},[2144],{"type":29,"value":2113},{"type":23,"tag":87,"props":2146,"children":2147},{},[2148],{"type":29,"value":2149},"미국 실업률",{"type":23,"tag":87,"props":2151,"children":2152},{},[2153],{"type":29,"value":2154},"3.9%",{"type":23,"tag":87,"props":2156,"children":2157},{},[2158],{"type":29,"value":2154},{"type":23,"tag":87,"props":2160,"children":2161},{},[2162],{"type":29,"value":2163},"3.8%",{"type":23,"tag":87,"props":2165,"children":2166},{},[2167],{"type":29,"value":2074},{"type":23,"tag":199,"props":2169,"children":2170},{},[],{"type":23,"tag":24,"props":2172,"children":2174},{"id":2173},"fomc-결정-분석-시장에-미치는-영향",[2175],{"type":29,"value":2176},"FOMC 결정 분석 — 시장에 미치는 영향",{"type":23,"tag":32,"props":2178,"children":2179},{},[2180],{"type":23,"tag":41,"props":2181,"children":2182},{},[2183],{"type":29,"value":2184},"금리 동결 + 6월 인하 가능성 열어둔 신호",{"type":23,"tag":32,"props":2186,"children":2187},{},[2188],{"type":29,"value":2189},"이번 FOMC에서 연준은 예상대로 기준금리를 5.25%로 동결했습니다. 파월 의장은 기자회견에서 \"인플레이션이 2% 목표를 향해 지속적으로 하락하고 있다는 확신이 생기면 금리 인하를 시작할 준비가 되어 있다\"고 언급해, 6월 인하 가능성을 완전히 닫지는 않는 발언으로 해석됩니다.",{"type":23,"tag":32,"props":2191,"children":2192},{},[2193],{"type":23,"tag":41,"props":2194,"children":2195},{},[2196],{"type":29,"value":2197},"자산군별 FOMC 결과 영향",{"type":23,"tag":47,"props":2199,"children":2200},{},[2201,2227],{"type":23,"tag":51,"props":2202,"children":2203},{},[2204],{"type":23,"tag":55,"props":2205,"children":2206},{},[2207,2212,2217,2222],{"type":23,"tag":59,"props":2208,"children":2209},{},[2210],{"type":29,"value":2211},"자산군",{"type":23,"tag":59,"props":2213,"children":2214},{},[2215],{"type":29,"value":2216},"단기 영향",{"type":23,"tag":59,"props":2218,"children":2219},{},[2220],{"type":29,"value":2221},"중기 방향",{"type":23,"tag":59,"props":2223,"children":2224},{},[2225],{"type":29,"value":2226},"근거",{"type":23,"tag":80,"props":2228,"children":2229},{},[2230,2253,2275,2298,2321,2344],{"type":23,"tag":55,"props":2231,"children":2232},{},[2233,2238,2243,2248],{"type":23,"tag":87,"props":2234,"children":2235},{},[2236],{"type":29,"value":2237},"미국 주식(성장주)",{"type":23,"tag":87,"props":2239,"children":2240},{},[2241],{"type":29,"value":2242},"중립~긍정",{"type":23,"tag":87,"props":2244,"children":2245},{},[2246],{"type":29,"value":2247},"긍정",{"type":23,"tag":87,"props":2249,"children":2250},{},[2251],{"type":29,"value":2252},"금리 동결로 밸류에이션 부담 완화",{"type":23,"tag":55,"props":2254,"children":2255},{},[2256,2261,2266,2270],{"type":23,"tag":87,"props":2257,"children":2258},{},[2259],{"type":29,"value":2260},"미국 주식(가치주)",{"type":23,"tag":87,"props":2262,"children":2263},{},[2264],{"type":29,"value":2265},"중립",{"type":23,"tag":87,"props":2267,"children":2268},{},[2269],{"type":29,"value":2265},{"type":23,"tag":87,"props":2271,"children":2272},{},[2273],{"type":29,"value":2274},"금리 하락 지연 시 상대 강세",{"type":23,"tag":55,"props":2276,"children":2277},{},[2278,2283,2288,2293],{"type":23,"tag":87,"props":2279,"children":2280},{},[2281],{"type":29,"value":2282},"미국 국채(10년)",{"type":23,"tag":87,"props":2284,"children":2285},{},[2286],{"type":29,"value":2287},"가격 소폭 상승",{"type":23,"tag":87,"props":2289,"children":2290},{},[2291],{"type":29,"value":2292},"상승 기대",{"type":23,"tag":87,"props":2294,"children":2295},{},[2296],{"type":29,"value":2297},"인하 기대 선반영 시작",{"type":23,"tag":55,"props":2299,"children":2300},{},[2301,2306,2311,2316],{"type":23,"tag":87,"props":2302,"children":2303},{},[2304],{"type":29,"value":2305},"달러(DXY)",{"type":23,"tag":87,"props":2307,"children":2308},{},[2309],{"type":29,"value":2310},"소폭 약세",{"type":23,"tag":87,"props":2312,"children":2313},{},[2314],{"type":29,"value":2315},"약세 전환",{"type":23,"tag":87,"props":2317,"children":2318},{},[2319],{"type":29,"value":2320},"금리 인하 사이클 진입 기대",{"type":23,"tag":55,"props":2322,"children":2323},{},[2324,2329,2334,2339],{"type":23,"tag":87,"props":2325,"children":2326},{},[2327],{"type":29,"value":2328},"금(Gold)",{"type":23,"tag":87,"props":2330,"children":2331},{},[2332],{"type":29,"value":2333},"강세",{"type":23,"tag":87,"props":2335,"children":2336},{},[2337],{"type":29,"value":2338},"강세 유지",{"type":23,"tag":87,"props":2340,"children":2341},{},[2342],{"type":29,"value":2343},"실질금리 하락 전망",{"type":23,"tag":55,"props":2345,"children":2346},{},[2347,2352,2357,2362],{"type":23,"tag":87,"props":2348,"children":2349},{},[2350],{"type":29,"value":2351},"원\u002F달러 환율",{"type":23,"tag":87,"props":2353,"children":2354},{},[2355],{"type":29,"value":2356},"원화 소폭 강세",{"type":23,"tag":87,"props":2358,"children":2359},{},[2360],{"type":29,"value":2361},"강세 방향",{"type":23,"tag":87,"props":2363,"children":2364},{},[2365],{"type":29,"value":2366},"달러 약세 연동",{"type":23,"tag":199,"props":2368,"children":2369},{},[],{"type":23,"tag":24,"props":2371,"children":2373},{"id":2372},"한국-경제-지표-해석",[2374],{"type":29,"value":2375},"한국 경제 지표 해석",{"type":23,"tag":32,"props":2377,"children":2378},{},[2379],{"type":23,"tag":41,"props":2380,"children":2381},{},[2382],{"type":29,"value":2383},"소비자물가 +2.1%: 한국은행 동결 기조 유지",{"type":23,"tag":32,"props":2385,"children":2386},{},[2387],{"type":29,"value":2388},"한국 CPI가 전년 동월 대비 +2.1%를 기록하며 한국은행의 물가 목표(2.0%)에 근접했습니다. 이는 한국은행이 추가 금리 인상에 나설 필요가 없음을 재확인시켜 주는 수치로, 하반기 금리 인하 기대감을 유지시키는 요소로 해석됩니다.",{"type":23,"tag":32,"props":2390,"children":2391},{},[2392],{"type":23,"tag":41,"props":2393,"children":2394},{},[2395],{"type":29,"value":2396},"수출 +8.2%: 반도체 주도 회복세 확인",{"type":23,"tag":32,"props":2398,"children":2399},{},[2400],{"type":29,"value":2401},"5월 수출 잠정치가 시장 예상을 상회한 것은 반도체 수출 회복세가 본격화되고 있음을 보여줍니다. 대중(對中) 수출 개선 여부는 추가 확인이 필요하지만, AI 서버용 메모리 수출 확대가 전체 수출을 견인하고 있다는 분석이 나옵니다.",{"type":23,"tag":199,"props":2403,"children":2404},{},[],{"type":23,"tag":24,"props":2406,"children":2408},{"id":2407},"향후-주목할-경제-이벤트",[2409],{"type":29,"value":2410},"향후 주목할 경제 이벤트",{"type":23,"tag":47,"props":2412,"children":2413},{},[2414,2438],{"type":23,"tag":51,"props":2415,"children":2416},{},[2417],{"type":23,"tag":55,"props":2418,"children":2419},{},[2420,2424,2428,2433],{"type":23,"tag":59,"props":2421,"children":2422},{},[2423],{"type":29,"value":1660},{"type":23,"tag":59,"props":2425,"children":2426},{},[2427],{"type":29,"value":1665},{"type":23,"tag":59,"props":2429,"children":2430},{},[2431],{"type":29,"value":2432},"중요도",{"type":23,"tag":59,"props":2434,"children":2435},{},[2436],{"type":29,"value":2437},"선행 모니터링 포인트",{"type":23,"tag":80,"props":2439,"children":2440},{},[2441,2461,2481,2502,2524],{"type":23,"tag":55,"props":2442,"children":2443},{},[2444,2448,2452,2456],{"type":23,"tag":87,"props":2445,"children":2446},{},[2447],{"type":29,"value":1709},{"type":23,"tag":87,"props":2449,"children":2450},{},[2451],{"type":29,"value":1717},{"type":23,"tag":87,"props":2453,"children":2454},{},[2455],{"type":29,"value":1722},{"type":23,"tag":87,"props":2457,"children":2458},{},[2459],{"type":29,"value":2460},"근원 CPI 3% 하회 여부",{"type":23,"tag":55,"props":2462,"children":2463},{},[2464,2468,2472,2476],{"type":23,"tag":87,"props":2465,"children":2466},{},[2467],{"type":29,"value":1758},{"type":23,"tag":87,"props":2469,"children":2470},{},[2471],{"type":29,"value":1763},{"type":23,"tag":87,"props":2473,"children":2474},{},[2475],{"type":29,"value":1745},{"type":23,"tag":87,"props":2477,"children":2478},{},[2479],{"type":29,"value":2480},"소비 둔화 확인",{"type":23,"tag":55,"props":2482,"children":2483},{},[2484,2489,2494,2498],{"type":23,"tag":87,"props":2485,"children":2486},{},[2487],{"type":29,"value":2488},"5\u002F16(금)",{"type":23,"tag":87,"props":2490,"children":2491},{},[2492],{"type":29,"value":2493},"미국 산업생산",{"type":23,"tag":87,"props":2495,"children":2496},{},[2497],{"type":29,"value":1696},{"type":23,"tag":87,"props":2499,"children":2500},{},[2501],{"type":29,"value":1793},{"type":23,"tag":55,"props":2503,"children":2504},{},[2505,2510,2515,2519],{"type":23,"tag":87,"props":2506,"children":2507},{},[2508],{"type":29,"value":2509},"5\u002F22(목)",{"type":23,"tag":87,"props":2511,"children":2512},{},[2513],{"type":29,"value":2514},"FOMC 의사록",{"type":23,"tag":87,"props":2516,"children":2517},{},[2518],{"type":29,"value":1745},{"type":23,"tag":87,"props":2520,"children":2521},{},[2522],{"type":29,"value":2523},"6월 인하 논의 수준",{"type":23,"tag":55,"props":2525,"children":2526},{},[2527,2532,2537,2541],{"type":23,"tag":87,"props":2528,"children":2529},{},[2530],{"type":29,"value":2531},"5\u002F29(목)",{"type":23,"tag":87,"props":2533,"children":2534},{},[2535],{"type":29,"value":2536},"미국 1Q GDP 수정치",{"type":23,"tag":87,"props":2538,"children":2539},{},[2540],{"type":29,"value":1745},{"type":23,"tag":87,"props":2542,"children":2543},{},[2544],{"type":29,"value":2545},"성장 둔화폭",{"type":23,"tag":199,"props":2547,"children":2548},{},[],{"type":23,"tag":24,"props":2550,"children":2552},{"id":2551},"자산군별-영향-매트릭스",[2553],{"type":29,"value":2554},"자산군별 영향 매트릭스",{"type":23,"tag":32,"props":2556,"children":2557},{},[2558],{"type":29,"value":2559},"현재 거시 환경(물가 둔화 + 성장 완만)에서 각 자산군의 상대 매력도를 정리했습니다.",{"type":23,"tag":47,"props":2561,"children":2562},{},[2563,2583],{"type":23,"tag":51,"props":2564,"children":2565},{},[2566],{"type":23,"tag":55,"props":2567,"children":2568},{},[2569,2573,2578],{"type":23,"tag":59,"props":2570,"children":2571},{},[2572],{"type":29,"value":2211},{"type":23,"tag":59,"props":2574,"children":2575},{},[2576],{"type":29,"value":2577},"현재 환경 적합도",{"type":23,"tag":59,"props":2579,"children":2580},{},[2581],{"type":29,"value":2582},"핵심 변수",{"type":23,"tag":80,"props":2584,"children":2585},{},[2586,2603,2620,2637,2654,2671,2688],{"type":23,"tag":55,"props":2587,"children":2588},{},[2589,2594,2598],{"type":23,"tag":87,"props":2590,"children":2591},{},[2592],{"type":29,"value":2593},"주식(성장주)",{"type":23,"tag":87,"props":2595,"children":2596},{},[2597],{"type":29,"value":1745},{"type":23,"tag":87,"props":2599,"children":2600},{},[2601],{"type":29,"value":2602},"금리 인하 속도",{"type":23,"tag":55,"props":2604,"children":2605},{},[2606,2611,2615],{"type":23,"tag":87,"props":2607,"children":2608},{},[2609],{"type":29,"value":2610},"주식(배당주)",{"type":23,"tag":87,"props":2612,"children":2613},{},[2614],{"type":29,"value":1745},{"type":23,"tag":87,"props":2616,"children":2617},{},[2618],{"type":29,"value":2619},"국채 금리 하락",{"type":23,"tag":55,"props":2621,"children":2622},{},[2623,2628,2632],{"type":23,"tag":87,"props":2624,"children":2625},{},[2626],{"type":29,"value":2627},"단기 국채",{"type":23,"tag":87,"props":2629,"children":2630},{},[2631],{"type":29,"value":1745},{"type":23,"tag":87,"props":2633,"children":2634},{},[2635],{"type":29,"value":2636},"금리 유지 구간 유리",{"type":23,"tag":55,"props":2638,"children":2639},{},[2640,2645,2649],{"type":23,"tag":87,"props":2641,"children":2642},{},[2643],{"type":29,"value":2644},"장기 국채",{"type":23,"tag":87,"props":2646,"children":2647},{},[2648],{"type":29,"value":1696},{"type":23,"tag":87,"props":2650,"children":2651},{},[2652],{"type":29,"value":2653},"인하 기대 선반영 여부",{"type":23,"tag":55,"props":2655,"children":2656},{},[2657,2662,2666],{"type":23,"tag":87,"props":2658,"children":2659},{},[2660],{"type":29,"value":2661},"금",{"type":23,"tag":87,"props":2663,"children":2664},{},[2665],{"type":29,"value":1745},{"type":23,"tag":87,"props":2667,"children":2668},{},[2669],{"type":29,"value":2670},"달러 약세·실질금리",{"type":23,"tag":55,"props":2672,"children":2673},{},[2674,2679,2683],{"type":23,"tag":87,"props":2675,"children":2676},{},[2677],{"type":29,"value":2678},"원자재",{"type":23,"tag":87,"props":2680,"children":2681},{},[2682],{"type":29,"value":1696},{"type":23,"tag":87,"props":2684,"children":2685},{},[2686],{"type":29,"value":2687},"중국 수요 회복",{"type":23,"tag":55,"props":2689,"children":2690},{},[2691,2696,2700],{"type":23,"tag":87,"props":2692,"children":2693},{},[2694],{"type":29,"value":2695},"현금",{"type":23,"tag":87,"props":2697,"children":2698},{},[2699],{"type":29,"value":1696},{"type":23,"tag":87,"props":2701,"children":2702},{},[2703],{"type":29,"value":2704},"단기 유동성 확보용",{"type":23,"tag":199,"props":2706,"children":2707},{},[],{"type":23,"tag":805,"props":2709,"children":2710},{},[2711],{"type":23,"tag":32,"props":2712,"children":2713},{},[2714],{"type":29,"value":812},{"title":7,"searchDepth":814,"depth":814,"links":2716},[2717,2718,2719,2720,2721],{"id":1894,"depth":817,"text":1897},{"id":2173,"depth":817,"text":2176},{"id":2372,"depth":817,"text":2375},{"id":2407,"depth":817,"text":2410},{"id":2551,"depth":817,"text":2554},"content:blog:2026-05-07-economic-indicator-analysis.md","blog\u002F2026-05-07-economic-indicator-analysis.md","blog\u002F2026-05-07-economic-indicator-analysis",{"_path":2726,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":2727,"description":2728,"date":2729,"tags":2730,"image":2733,"author":18,"body":2734,"_type":825,"_id":3320,"_source":827,"_file":3321,"_stem":3322,"_extension":830},"\u002Fblog\u002F2026-05-05-kospi-sector-strategy","2026년 5월 코스피 섹터 전략 - 반도체·금융·방산 3대 테마 집중 분석","2026년 5월 코스피 주요 섹터를 기술적 분석과 펀더멘털 관점에서 점검합니다. 반도체, 금융, 방산 섹터의 투자 매력도와 관련 ETF 선택 기준을 상세히 정리했습니다.","2026-05-05",[838,2731,839,2732,13],"섹터전략","국내주식","\u002Fimages\u002Fposts\u002F2026-05-05-kospi-sector-strategy.jpg",{"type":20,"children":2735,"toc":3312},[2736,2742,2747,2755,2872,2877,2880,2886,2894,2899,2907,2925,2933,2946,2949,2955,2962,2967,2975,2993,3000,3013,3016,3022,3030,3035,3040,3048,3066,3073,3086,3089,3095,3250,3253,3259,3302,3305],{"type":23,"tag":24,"props":2737,"children":2739},{"id":2738},"코스피코스닥-기술적-현황",[2740],{"type":29,"value":2741},"코스피·코스닥 기술적 현황",{"type":23,"tag":32,"props":2743,"children":2744},{},[2745],{"type":29,"value":2746},"5월 첫째 주 코스피는 2,650pt 내외에서 숨 고르기 국면을 보이고 있습니다. 120일 이동평균선(2,600pt 부근)이 강한 지지선 역할을 하고 있으며, 상단으로는 연초 고점인 2,750pt가 저항선으로 작용 중입니다.",{"type":23,"tag":32,"props":2748,"children":2749},{},[2750],{"type":23,"tag":41,"props":2751,"children":2752},{},[2753],{"type":29,"value":2754},"주요 기술적 지표 현황",{"type":23,"tag":47,"props":2756,"children":2757},{},[2758,2779],{"type":23,"tag":51,"props":2759,"children":2760},{},[2761],{"type":23,"tag":55,"props":2762,"children":2763},{},[2764,2769,2774],{"type":23,"tag":59,"props":2765,"children":2766},{},[2767],{"type":29,"value":2768},"지표",{"type":23,"tag":59,"props":2770,"children":2771},{},[2772],{"type":29,"value":2773},"현재 수치",{"type":23,"tag":59,"props":2775,"children":2776},{},[2777],{"type":29,"value":2778},"해석",{"type":23,"tag":80,"props":2780,"children":2781},{},[2782,2800,2818,2836,2854],{"type":23,"tag":55,"props":2783,"children":2784},{},[2785,2790,2795],{"type":23,"tag":87,"props":2786,"children":2787},{},[2788],{"type":29,"value":2789},"코스피 20일 이평선",{"type":23,"tag":87,"props":2791,"children":2792},{},[2793],{"type":29,"value":2794},"2,640pt",{"type":23,"tag":87,"props":2796,"children":2797},{},[2798],{"type":29,"value":2799},"단기 지지",{"type":23,"tag":55,"props":2801,"children":2802},{},[2803,2808,2813],{"type":23,"tag":87,"props":2804,"children":2805},{},[2806],{"type":29,"value":2807},"코스피 60일 이평선",{"type":23,"tag":87,"props":2809,"children":2810},{},[2811],{"type":29,"value":2812},"2,610pt",{"type":23,"tag":87,"props":2814,"children":2815},{},[2816],{"type":29,"value":2817},"중기 지지",{"type":23,"tag":55,"props":2819,"children":2820},{},[2821,2826,2831],{"type":23,"tag":87,"props":2822,"children":2823},{},[2824],{"type":29,"value":2825},"코스닥 RSI(14일)",{"type":23,"tag":87,"props":2827,"children":2828},{},[2829],{"type":29,"value":2830},"52",{"type":23,"tag":87,"props":2832,"children":2833},{},[2834],{"type":29,"value":2835},"중립 구간",{"type":23,"tag":55,"props":2837,"children":2838},{},[2839,2844,2849],{"type":23,"tag":87,"props":2840,"children":2841},{},[2842],{"type":29,"value":2843},"외국인 누적 순매수(월간)",{"type":23,"tag":87,"props":2845,"children":2846},{},[2847],{"type":29,"value":2848},"+8,200억",{"type":23,"tag":87,"props":2850,"children":2851},{},[2852],{"type":29,"value":2853},"우호적",{"type":23,"tag":55,"props":2855,"children":2856},{},[2857,2862,2867],{"type":23,"tag":87,"props":2858,"children":2859},{},[2860],{"type":29,"value":2861},"기관 누적 순매수(월간)",{"type":23,"tag":87,"props":2863,"children":2864},{},[2865],{"type":29,"value":2866},"-2,100억",{"type":23,"tag":87,"props":2868,"children":2869},{},[2870],{"type":29,"value":2871},"일부 차익실현",{"type":23,"tag":32,"props":2873,"children":2874},{},[2875],{"type":29,"value":2876},"코스닥은 820pt 선에서 기간 조정 중이며, 850pt 돌파 여부가 추세 전환의 분기점으로 보입니다.",{"type":23,"tag":199,"props":2878,"children":2879},{},[],{"type":23,"tag":24,"props":2881,"children":2883},{"id":2882},"주목-섹터-1-반도체",[2884],{"type":29,"value":2885},"주목 섹터 1 — 반도체",{"type":23,"tag":32,"props":2887,"children":2888},{},[2889],{"type":23,"tag":41,"props":2890,"children":2891},{},[2892],{"type":29,"value":2893},"투자 매력도: ★★★★☆",{"type":23,"tag":32,"props":2895,"children":2896},{},[2897],{"type":29,"value":2898},"반도체 섹터는 AI 서버용 HBM(고대역폭 메모리) 수요 급증과 함께 2026년 업황 회복의 핵심 드라이버로 자리잡고 있습니다. 삼성전자와 SK하이닉스의 2분기 실적 가이던스 발표가 임박함에 따라, 실적 기대감이 주가에 선반영되는 구간으로 보입니다.",{"type":23,"tag":32,"props":2900,"children":2901},{},[2902],{"type":23,"tag":41,"props":2903,"children":2904},{},[2905],{"type":29,"value":2906},"반도체 섹터 체크포인트",{"type":23,"tag":613,"props":2908,"children":2909},{},[2910,2915,2920],{"type":23,"tag":617,"props":2911,"children":2912},{},[2913],{"type":29,"value":2914},"HBM4 양산 일정 확인 여부",{"type":23,"tag":617,"props":2916,"children":2917},{},[2918],{"type":29,"value":2919},"DDR5 평균판매가격(ASP) 반등 지속성",{"type":23,"tag":617,"props":2921,"children":2922},{},[2923],{"type":29,"value":2924},"미·중 반도체 수출 규제 추가 강화 리스크",{"type":23,"tag":32,"props":2926,"children":2927},{},[2928],{"type":23,"tag":41,"props":2929,"children":2930},{},[2931],{"type":29,"value":2932},"관련 ETF 예시",{"type":23,"tag":613,"props":2934,"children":2935},{},[2936,2941],{"type":23,"tag":617,"props":2937,"children":2938},{},[2939],{"type":29,"value":2940},"KODEX 반도체: 국내 반도체 대형주 중심",{"type":23,"tag":617,"props":2942,"children":2943},{},[2944],{"type":29,"value":2945},"TIGER 미국필라델피아반도체: 글로벌 반도체 익스포저",{"type":23,"tag":199,"props":2947,"children":2948},{},[],{"type":23,"tag":24,"props":2950,"children":2952},{"id":2951},"주목-섹터-2-금융",[2953],{"type":29,"value":2954},"주목 섹터 2 — 금융",{"type":23,"tag":32,"props":2956,"children":2957},{},[2958],{"type":23,"tag":41,"props":2959,"children":2960},{},[2961],{"type":29,"value":2893},{"type":23,"tag":32,"props":2963,"children":2964},{},[2965],{"type":29,"value":2966},"국내 금융주는 고금리 환경 수혜가 지속되는 가운데, 주주환원 정책 강화 기조가 밸류에이션 재평가를 이끌고 있습니다. 특히 은행주의 PBR이 0.5배 수준에서 거래되고 있어 역사적 저평가 구간이라는 분석이 많습니다.",{"type":23,"tag":32,"props":2968,"children":2969},{},[2970],{"type":23,"tag":41,"props":2971,"children":2972},{},[2973],{"type":29,"value":2974},"금융 섹터 체크포인트",{"type":23,"tag":613,"props":2976,"children":2977},{},[2978,2983,2988],{"type":23,"tag":617,"props":2979,"children":2980},{},[2981],{"type":29,"value":2982},"미국 FOMC 금리 결정 및 향후 인하 시점",{"type":23,"tag":617,"props":2984,"children":2985},{},[2986],{"type":29,"value":2987},"국내 가계부채 건전성 지표",{"type":23,"tag":617,"props":2989,"children":2990},{},[2991],{"type":29,"value":2992},"하반기 배당 확대 정책 기업 발굴",{"type":23,"tag":32,"props":2994,"children":2995},{},[2996],{"type":23,"tag":41,"props":2997,"children":2998},{},[2999],{"type":29,"value":2932},{"type":23,"tag":613,"props":3001,"children":3002},{},[3003,3008],{"type":23,"tag":617,"props":3004,"children":3005},{},[3006],{"type":29,"value":3007},"KODEX 은행: 4대 시중은행 집중",{"type":23,"tag":617,"props":3009,"children":3010},{},[3011],{"type":29,"value":3012},"TIGER 금융: 보험·증권 포함 금융 전반",{"type":23,"tag":199,"props":3014,"children":3015},{},[],{"type":23,"tag":24,"props":3017,"children":3019},{"id":3018},"주목-섹터-3-방산항공우주",[3020],{"type":29,"value":3021},"주목 섹터 3 — 방산·항공우주",{"type":23,"tag":32,"props":3023,"children":3024},{},[3025],{"type":23,"tag":41,"props":3026,"children":3027},{},[3028],{"type":29,"value":3029},"투자 매력도: ★★★☆☆",{"type":23,"tag":32,"props":3031,"children":3032},{},[3033],{"type":29,"value":3034},"글로벌 지정학 리스크가 구조적으로 높아지면서 방산 섹터는 중장기 성장 테마로 자리매김하고 있습니다. 국내 방산 기업들의 유럽 수출 계약이 이어지고 있으며, NATO 회원국의 국방비 증액이 수주 파이프라인을 확대하는 요인으로 작용하고 있습니다.",{"type":23,"tag":32,"props":3036,"children":3037},{},[3038],{"type":29,"value":3039},"단기적으로는 이미 높은 밸류에이션에 대한 부담이 있으므로, 분할 매수 관점에서의 접근이 합리적으로 보입니다.",{"type":23,"tag":32,"props":3041,"children":3042},{},[3043],{"type":23,"tag":41,"props":3044,"children":3045},{},[3046],{"type":29,"value":3047},"방산 섹터 체크포인트",{"type":23,"tag":613,"props":3049,"children":3050},{},[3051,3056,3061],{"type":23,"tag":617,"props":3052,"children":3053},{},[3054],{"type":29,"value":3055},"유럽 방산 협력 MOU 추가 여부",{"type":23,"tag":617,"props":3057,"children":3058},{},[3059],{"type":29,"value":3060},"국내 방산 수출 계약 규모 공시",{"type":23,"tag":617,"props":3062,"children":3063},{},[3064],{"type":29,"value":3065},"방산업체 2분기 수주잔고 추이",{"type":23,"tag":32,"props":3067,"children":3068},{},[3069],{"type":23,"tag":41,"props":3070,"children":3071},{},[3072],{"type":29,"value":2932},{"type":23,"tag":613,"props":3074,"children":3075},{},[3076,3081],{"type":23,"tag":617,"props":3077,"children":3078},{},[3079],{"type":29,"value":3080},"KODEX K-방산: 국내 방산 대표주 집중",{"type":23,"tag":617,"props":3082,"children":3083},{},[3084],{"type":29,"value":3085},"TIGER 글로벌방산: 글로벌 방산 기업 분산",{"type":23,"tag":199,"props":3087,"children":3088},{},[],{"type":23,"tag":24,"props":3090,"children":3092},{"id":3091},"섹터별-투자-매력도-종합-비교",[3093],{"type":29,"value":3094},"섹터별 투자 매력도 종합 비교",{"type":23,"tag":47,"props":3096,"children":3097},{},[3098,3123],{"type":23,"tag":51,"props":3099,"children":3100},{},[3101],{"type":23,"tag":55,"props":3102,"children":3103},{},[3104,3108,3113,3118],{"type":23,"tag":59,"props":3105,"children":3106},{},[3107],{"type":29,"value":360},{"type":23,"tag":59,"props":3109,"children":3110},{},[3111],{"type":29,"value":3112},"단기(1개월)",{"type":23,"tag":59,"props":3114,"children":3115},{},[3116],{"type":29,"value":3117},"중기(3개월)",{"type":23,"tag":59,"props":3119,"children":3120},{},[3121],{"type":29,"value":3122},"핵심 리스크",{"type":23,"tag":80,"props":3124,"children":3125},{},[3126,3146,3166,3187,3208,3229],{"type":23,"tag":55,"props":3127,"children":3128},{},[3129,3133,3137,3141],{"type":23,"tag":87,"props":3130,"children":3131},{},[3132],{"type":29,"value":839},{"type":23,"tag":87,"props":3134,"children":3135},{},[3136],{"type":29,"value":1745},{"type":23,"tag":87,"props":3138,"children":3139},{},[3140],{"type":29,"value":1722},{"type":23,"tag":87,"props":3142,"children":3143},{},[3144],{"type":29,"value":3145},"미·중 수출 규제",{"type":23,"tag":55,"props":3147,"children":3148},{},[3149,3153,3157,3161],{"type":23,"tag":87,"props":3150,"children":3151},{},[3152],{"type":29,"value":407},{"type":23,"tag":87,"props":3154,"children":3155},{},[3156],{"type":29,"value":1745},{"type":23,"tag":87,"props":3158,"children":3159},{},[3160],{"type":29,"value":1745},{"type":23,"tag":87,"props":3162,"children":3163},{},[3164],{"type":29,"value":3165},"금리 인하 가속",{"type":23,"tag":55,"props":3167,"children":3168},{},[3169,3174,3178,3182],{"type":23,"tag":87,"props":3170,"children":3171},{},[3172],{"type":29,"value":3173},"방산",{"type":23,"tag":87,"props":3175,"children":3176},{},[3177],{"type":29,"value":1696},{"type":23,"tag":87,"props":3179,"children":3180},{},[3181],{"type":29,"value":1745},{"type":23,"tag":87,"props":3183,"children":3184},{},[3185],{"type":29,"value":3186},"밸류에이션 부담",{"type":23,"tag":55,"props":3188,"children":3189},{},[3190,3195,3199,3203],{"type":23,"tag":87,"props":3191,"children":3192},{},[3193],{"type":29,"value":3194},"바이오",{"type":23,"tag":87,"props":3196,"children":3197},{},[3198],{"type":29,"value":1696},{"type":23,"tag":87,"props":3200,"children":3201},{},[3202],{"type":29,"value":1696},{"type":23,"tag":87,"props":3204,"children":3205},{},[3206],{"type":29,"value":3207},"임상 불확실성",{"type":23,"tag":55,"props":3209,"children":3210},{},[3211,3216,3220,3224],{"type":23,"tag":87,"props":3212,"children":3213},{},[3214],{"type":29,"value":3215},"2차전지",{"type":23,"tag":87,"props":3217,"children":3218},{},[3219],{"type":29,"value":1696},{"type":23,"tag":87,"props":3221,"children":3222},{},[3223],{"type":29,"value":1745},{"type":23,"tag":87,"props":3225,"children":3226},{},[3227],{"type":29,"value":3228},"공급 과잉 우려",{"type":23,"tag":55,"props":3230,"children":3231},{},[3232,3237,3241,3245],{"type":23,"tag":87,"props":3233,"children":3234},{},[3235],{"type":29,"value":3236},"유틸리티",{"type":23,"tag":87,"props":3238,"children":3239},{},[3240],{"type":29,"value":1696},{"type":23,"tag":87,"props":3242,"children":3243},{},[3244],{"type":29,"value":1696},{"type":23,"tag":87,"props":3246,"children":3247},{},[3248],{"type":29,"value":3249},"전기요금 정책",{"type":23,"tag":199,"props":3251,"children":3252},{},[],{"type":23,"tag":24,"props":3254,"children":3256},{"id":3255},"섹터-etf-선택-시-고려-기준",[3257],{"type":29,"value":3258},"섹터 ETF 선택 시 고려 기준",{"type":23,"tag":647,"props":3260,"children":3261},{},[3262,3272,3282,3292],{"type":23,"tag":617,"props":3263,"children":3264},{},[3265,3270],{"type":23,"tag":41,"props":3266,"children":3267},{},[3268],{"type":29,"value":3269},"총보수율(TER)",{"type":29,"value":3271},": 0.5% 이하 선호, 장기 보유일수록 차이 큼",{"type":23,"tag":617,"props":3273,"children":3274},{},[3275,3280],{"type":23,"tag":41,"props":3276,"children":3277},{},[3278],{"type":29,"value":3279},"순자산 규모",{"type":29,"value":3281},": 500억 원 이상 유동성 확인",{"type":23,"tag":617,"props":3283,"children":3284},{},[3285,3290],{"type":23,"tag":41,"props":3286,"children":3287},{},[3288],{"type":29,"value":3289},"추적 오차",{"type":29,"value":3291},": 벤치마크 지수와의 괴리율 점검",{"type":23,"tag":617,"props":3293,"children":3294},{},[3295,3300],{"type":23,"tag":41,"props":3296,"children":3297},{},[3298],{"type":29,"value":3299},"구성 종목 집중도",{"type":29,"value":3301},": 상위 10개 종목 비중 확인",{"type":23,"tag":199,"props":3303,"children":3304},{},[],{"type":23,"tag":805,"props":3306,"children":3307},{},[3308],{"type":23,"tag":32,"props":3309,"children":3310},{},[3311],{"type":29,"value":812},{"title":7,"searchDepth":814,"depth":814,"links":3313},[3314,3315,3316,3317,3318,3319],{"id":2738,"depth":817,"text":2741},{"id":2882,"depth":817,"text":2885},{"id":2951,"depth":817,"text":2954},{"id":3018,"depth":817,"text":3021},{"id":3091,"depth":817,"text":3094},{"id":3255,"depth":817,"text":3258},"content:blog:2026-05-05-kospi-sector-strategy.md","blog\u002F2026-05-05-kospi-sector-strategy.md","blog\u002F2026-05-05-kospi-sector-strategy",1778538420683]