{"id":355,"date":"2024-08-25T14:33:51","date_gmt":"2024-08-25T05:33:51","guid":{"rendered":"https:\/\/modamai.kr\/?p=355"},"modified":"2024-08-25T14:33:51","modified_gmt":"2024-08-25T05:33:51","slug":"%ec%b9%b4%eb%a9%80%eb%9d%bc-%ed%95%b4%eb%a6%ac%ec%8a%a4%ec%99%80-%eb%8f%84%eb%84%90%eb%93%9c-%ed%8a%b8%eb%9f%bc%ed%94%84-%eb%af%b8%ea%b5%ad-%eb%8c%80%ec%84%a0%ec%97%90-%eb%94%b0%eb%9d%bc-%eb%b0%94","status":"publish","type":"post","link":"https:\/\/modamai.kr\/?p=355","title":{"rendered":"\uce74\uba40\ub77c \ud574\ub9ac\uc2a4\uc640 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\uc120\uc5d0 \ub530\ub77c \ubc14\ub85c \ub5a1\uc0c1\ud560 \uc8fc\uc2dd\ub4e4"},"content":{"rendered":"<figure class=\"wp-block-post-featured-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1080\" height=\"1080\" src=\"https:\/\/modamai.kr\/wp-content\/uploads\/2024\/08\/\uc81c\ubaa9\uc744-\uc785\ub825\ud574\uc8fc\uc138\uc694_-001-18.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"\uce74\uba40\ub77c \ud574\ub9ac\uc2a4\uc640 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\uc120\uc5d0 \ub530\ub77c \ubc14\ub85c \ub5a1\uc0c1\ud560 \uc8fc\uc2dd\ub4e4\" title=\"\uce74\uba40\ub77c \ud574\ub9ac\uc2a4\uc640 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\uc120\uc5d0 \ub530\ub77c \ubc14\ub85c \ub5a1\uc0c1\ud560 \uc8fc\uc2dd\ub4e4\" style=\"object-fit:cover;\" srcset=\"https:\/\/modamai.kr\/wp-content\/uploads\/2024\/08\/\uc81c\ubaa9\uc744-\uc785\ub825\ud574\uc8fc\uc138\uc694_-001-18.jpg 1080w, https:\/\/modamai.kr\/wp-content\/uploads\/2024\/08\/\uc81c\ubaa9\uc744-\uc785\ub825\ud574\uc8fc\uc138\uc694_-001-18-150x150.jpg 150w, https:\/\/modamai.kr\/wp-content\/uploads\/2024\/08\/\uc81c\ubaa9\uc744-\uc785\ub825\ud574\uc8fc\uc138\uc694_-001-18-1024x1024.jpg 1024w, https:\/\/modamai.kr\/wp-content\/uploads\/2024\/08\/\uc81c\ubaa9\uc744-\uc785\ub825\ud574\uc8fc\uc138\uc694_-001-18-50x50.jpg 50w, https:\/\/modamai.kr\/wp-content\/uploads\/2024\/08\/\uc81c\ubaa9\uc744-\uc785\ub825\ud574\uc8fc\uc138\uc694_-001-18-768x768.jpg 768w\" sizes=\"auto, (max-width: 1080px) 100vw, 1080px\" \/><\/figure>\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"1024\" src=\"https:\/\/modamai.kr\/wp-content\/uploads\/2024\/08\/\uc81c\ubaa9\uc744-\uc785\ub825\ud574\uc8fc\uc138\uc694_-001-18-1024x1024.jpg\" alt=\"\" class=\"wp-image-356\" srcset=\"https:\/\/modamai.kr\/wp-content\/uploads\/2024\/08\/\uc81c\ubaa9\uc744-\uc785\ub825\ud574\uc8fc\uc138\uc694_-001-18-1024x1024.jpg 1024w, https:\/\/modamai.kr\/wp-content\/uploads\/2024\/08\/\uc81c\ubaa9\uc744-\uc785\ub825\ud574\uc8fc\uc138\uc694_-001-18-150x150.jpg 150w, https:\/\/modamai.kr\/wp-content\/uploads\/2024\/08\/\uc81c\ubaa9\uc744-\uc785\ub825\ud574\uc8fc\uc138\uc694_-001-18-50x50.jpg 50w, https:\/\/modamai.kr\/wp-content\/uploads\/2024\/08\/\uc81c\ubaa9\uc744-\uc785\ub825\ud574\uc8fc\uc138\uc694_-001-18-768x768.jpg 768w, https:\/\/modamai.kr\/wp-content\/uploads\/2024\/08\/\uc81c\ubaa9\uc744-\uc785\ub825\ud574\uc8fc\uc138\uc694_-001-18.jpg 1080w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>\ubbf8\uad6d \ubbfc\uc8fc\ub2f9 \uc804\ub2f9\ub300\ud68c\uac00 \uc885\ub8cc\ub418\uba74\uc11c \uce74\uba40\ub77c \ud574\ub9ac\uc2a4 \ubd80\ud1b5\ub839\uacfc \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \uc804 \ub300\ud1b5\ub839\uc758 \ub300\uc120 \ub808\uc774\uc2a4\uac00 \ubcf8\uaca9\ud654\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ubc88 \ub300\uc120\uc740 \uacfc\uac70\uc640 \ub2ec\ub9ac \uc99d\uc2dc\uc5d0 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce60 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub450 \ud6c4\ubcf4 \uac04\uc758 \uc815\ucc45 \ucc28\uc774\uac00 \ub69c\ub837\ud558\uac8c \ub4dc\ub7ec\ub098\uba74\uc11c, \ub300\uc120 \uacb0\uacfc\uc5d0 \ub530\ub77c \uc8fc\ub3c4\uc8fc\uac00 \ud06c\uac8c \ub2ec\ub77c\uc9c8 \uac83\uc774\ub77c\ub294 \ubd84\uc11d\uc774 \ub098\uc624\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\ub798\uc5d0\uc11c\ub294 \ub450 \ud6c4\ubcf4\uc758 \uc815\ucc45\uacfc \uad00\ub828 \uc8fc\uc2dd\ub4e4\uc744 \uc0b4\ud3b4\ubcf4\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uce74\uba40\ub77c \ud574\ub9ac\uc2a4 \ubd80\ud1b5\ub839\uc758 \uc815\ucc45\uacfc \uad00\ub828 \uc8fc\uc2dd<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. \uce5c\ud658\uacbd \uc5d0\ub108\uc9c0<\/h3>\n\n\n\n<p>\uce74\uba40\ub77c \ud574\ub9ac\uc2a4 \ubd80\ud1b5\ub839\uc774 \ub2f9\uc120\ub420 \uacbd\uc6b0, \uce5c\ud658\uacbd \uc5d0\ub108\uc9c0 \ubd84\uc57c\uac00 \uc8fc\uc694 \uc218\ud61c\ub97c \ubc1b\uc744 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \ud574\ub9ac\uc2a4 \ubd80\ud1b5\ub839\uc740 \uccad\uc815 \uc5d0\ub108\uc9c0\uc640 \uc804\ub825 \uc778\ud504\ub77c \ud22c\uc790 \ud655\ub300\ub97c \uacf5\uc57d\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub97c \ud1b5\ud574 \uce5c\ud658\uacbd \uc5d0\ub108\uc9c0 \uc8fc\uc2dd\ub4e4\uc774 \uc0c1\uc2b9\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong>\uc120\ub7f0 (Sunrun, RUN)<\/strong>: \ud0dc\uc591\uad11 \uc5d0\ub108\uc9c0 \ubd84\uc57c\uc758 \uc120\ub3c4 \uae30\uc5c5\uc73c\ub85c, \ud574\ub9ac\uc2a4 \ubd80\ud1b5\ub839\uc758 \uce5c\ud658\uacbd \uc815\ucc45 \ubc1c\ud45c \uc774\ud6c4 \ucd5c\uadfc \ud55c \ub2ec\uac04 15.58% \uae09\ub4f1\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong>\ub125\uc2a4\ud2b8\uc5d0\ub77c \uc5d0\ub108\uc9c0 (NextEra Energy, NEE)<\/strong>: \uccad\uc815 \uc5d0\ub108\uc9c0 \ubc0f \uc7ac\uc0dd \uac00\ub2a5 \uc5d0\ub108\uc9c0 \ubd84\uc57c\uc758 \uae00\ub85c\ubc8c \ub9ac\ub354\ub85c, \uac19\uc740 \uae30\uac04 \ub3d9\uc548 9.44% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. \uac74\uc124 \uad00\ub828 \uc8fc\uc2dd<\/h3>\n\n\n\n<p>\ud574\ub9ac\uc2a4 \ubd80\ud1b5\ub839\uc740 \uc2e0\uaddc \uc8fc\ud0dd \ub300\uaddc\ubaa8 \uacf5\uae09\uc744 \uacf5\uc57d\ud558\uba70, 4\ub144\uac04 300\ub9cc \ucc44\uc758 \uc8fc\ud0dd\uc744 \uac74\uc124\ud560 \uacc4\ud68d\uc744 \ubc1d\ud614\uc2b5\ub2c8\ub2e4. \uc774\ub85c \uc778\ud574 \uac74\uc124 \uad00\ub828 \uc8fc\uc2dd\ub3c4 \uae0d\uc815\uc801\uc778 \ubc18\uc751\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong>\ud1a8\ube0c\ub77c\ub354\uc2a4 (Toll Brothers, TOL)<\/strong>: \uace0\uae09 \uc8fc\ud0dd \uac74\uc124\uc5c5\uccb4\ub85c, \ucd5c\uadfc 5\uac70\ub798\uc77c\uac04 10.18% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong>DR \ud638\ud2bc (D.R. Horton, DHI)<\/strong>: \ubbf8\uad6d \ucd5c\ub300 \uc8fc\ud0dd \uac74\uc124\uc5c5\uccb4 \uc911 \ud558\ub098\ub85c, \uac19\uc740 \uae30\uac04 \ub3d9\uc548 6.32% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \uc804 \ub300\ud1b5\ub839\uc758 \uc815\ucc45\uacfc \uad00\ub828 \uc8fc\uc2dd<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. \ud654\uc11d \uc5f0\ub8cc<\/h3>\n\n\n\n<p>\ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \uc804 \ub300\ud1b5\ub839\uc740 \ud654\uc11d \uc5f0\ub8cc\uc5d0 \ub300\ud55c \uc9c0\uc9c0 \uc785\uc7a5\uc744 \uacac\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc5d0\ub108\uc9c0 \uc815\ucc45\uc5d0\uc11c \ub4dc\ub9b4 \ubca0\uc774\ube44, \ub4dc\ub9b4 \ubc1c\uc5b8\uc73c\ub85c \uc720\uba85\ud569\ub2c8\ub2e4. \ud2b8\ub7fc\ud504\uac00 \uc7ac\uc784\ud560 \uacbd\uc6b0 \uc6d0\uc720 \ubc0f \uac00\uc2a4 \ud0d0\uc0ac \uad00\ub828 \uae30\uc5c5\ub4e4\uc774 \ud61c\ud0dd\uc744 \ubcfc \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong>\ucf54\ub178\ucf54\ud544\ub9bd\uc2a4 (ConocoPhillips, COP)<\/strong>: \uc6d0\uc720 \ubc0f \uac00\uc2a4 \ud0d0\uc0ac, \uc0dd\uc0b0, \ud310\ub9e4\ub97c \uc8fc\uc694 \uc0ac\uc5c5\uc73c\ub85c \ud558\ub294 \uae30\uc5c5\uc73c\ub85c, \ud2b8\ub7fc\ud504\uc758 \ud654\uc11d \uc5f0\ub8cc \uc815\ucc45\uc5d0 \ub530\ub77c \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. \uae08\uc735 \ubc0f \uc81c\uc57d \uc8fc\uc2dd<\/h3>\n\n\n\n<p>\ud2b8\ub7fc\ud504 \uc804 \ub300\ud1b5\ub839\uc740 \uaddc\uc81c \uc644\ud654\uc640 \uc138\uae08 \uc778\ud558\ub97c \ud1b5\ud55c \uae30\uc5c5 \ud65c\ub3d9 \ucd09\uc9c4\uc744 \uacf5\uc57d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \ub530\ub77c \uae08\uc735 \ubc0f \uc81c\uc57d \ubd84\uc57c\uc758 \uc8fc\uc2dd\ub4e4\ub3c4 \uc8fc\uc694 \uc218\ud61c\uc8fc\ub85c \uaf3d\ud788\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong>\ub77c\uc790\ub4dc (Lazard, LAZ)<\/strong>: \uc778\uc218\ud569\ubcd1 \ubc0f \uae08\uc735 \uc790\ubb38\uc744 \uc81c\uacf5\ud558\ub294 \uae30\uc5c5\uc73c\ub85c, \ucd5c\uadfc \ud55c \ub2ec\uac04 10.7% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong>JP\ubaa8\uac74 (JPM)\uacfc \ubc45\ud06c\uc624\ube0c\uc544\uba54\ub9ac\uce74 (BAC)<\/strong>: \uae08\uc735 \uc5c5\uc885\uc758 \uc8fc\uc694 \uae30\uc5c5\ub4e4\ub85c, \ud2b8\ub7fc\ud504\uc758 \uc815\ucc45\uc5d0 \ub530\ub77c \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubc1b\uc744 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong>\uc77c\ub77c\uc774 \ub9b4\ub9ac (Eli Lilly, LLY)\uc640 \uc874\uc2a8\uc564\uc874\uc2a8 (Johnson &amp; Johnson, JNJ)<\/strong>: \uc81c\uc57d \ubd84\uc57c\uc758 \ub300\ud45c \uae30\uc5c5\ub4e4\ub85c, \ud2b8\ub7fc\ud504\uc758 \uaddc\uc81c \uc644\ud654 \uc815\ucc45\uc5d0 \ub530\ub978 \ucd94\uac00 \uc0c1\uc2b9\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uacb0\ub860<\/h2>\n\n\n\n<p>2024\ub144 \ubbf8\uad6d \ub300\uc120\uc758 \uacb0\uacfc\uc5d0 \ub530\ub77c \uc99d\uc2dc\uc758 \uc8fc\ub3c4\uc8fc\uac00 \ud06c\uac8c \ub2ec\ub77c\uc9c8 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uce74\uba40\ub77c \ud574\ub9ac\uc2a4 \ubd80\ud1b5\ub839\uc758 \ub2f9\uc120 \uc2dc \uce5c\ud658\uacbd \uc5d0\ub108\uc9c0 \ubc0f \uac74\uc124 \uad00\ub828 \uc8fc\uc2dd\ub4e4\uc774, \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \uc804 \ub300\ud1b5\ub839\uc758 \ub2f9\uc120 \uc2dc \ud654\uc11d \uc5f0\ub8cc, \uae08\uc735, \uc81c\uc57d \ubd84\uc57c \uc8fc\uc2dd\ub4e4\uc774 \uc8fc\uc694 \uc218\ud61c\uc8fc\ub85c \ubd80\uac01\ub420 \uac83\uc785\ub2c8\ub2e4. \uac01 \ud6c4\ubcf4\uc758 \uc815\ucc45 \ubc29\ud5a5\uc5d0 \ub530\ub77c \uad00\ub828 \uc8fc\uc2dd\uc758 \ubcc0\ub3d9\uc131\uc744 \uc8fc\uc758 \uae4a\uac8c \uc0b4\ud3b4\ubcf4\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. \ub300\uc120 \uacb0\uacfc\uc5d0 \ub530\ub978 \ud22c\uc790 \uc804\ub7b5\uc744 \uc138\uc6b0\ub294 \ub370 \uc720\uc6a9\ud55c \uc815\ubcf4\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ubbf8\uad6d \ubbfc\uc8fc\ub2f9 \uc804\ub2f9\ub300\ud68c\uac00 \uc885\ub8cc\ub418\uba74\uc11c \uce74\uba40\ub77c \ud574\ub9ac\uc2a4 \ubd80\ud1b5\ub839\uacfc \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \uc804 \ub300\ud1b5\ub839\uc758 \ub300\uc120 \ub808\uc774\uc2a4\uac00 \ubcf8\uaca9\ud654\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ubc88 \ub300\uc120\uc740 \uacfc\uac70\uc640 \ub2ec\ub9ac \uc99d\uc2dc\uc5d0 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce60 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub450 \ud6c4\ubcf4 \uac04\uc758 \uc815\ucc45 \ucc28\uc774\uac00 \ub69c\ub837\ud558\uac8c \ub4dc\ub7ec\ub098\uba74\uc11c, \ub300\uc120 \uacb0\uacfc\uc5d0 \ub530\ub77c \uc8fc\ub3c4\uc8fc\uac00 \ud06c\uac8c \ub2ec\ub77c\uc9c8 \uac83\uc774\ub77c\ub294 \ubd84\uc11d\uc774 \ub098\uc624\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\ub798\uc5d0\uc11c\ub294 \ub450 \ud6c4\ubcf4\uc758 \uc815\ucc45\uacfc \uad00\ub828 \uc8fc\uc2dd\ub4e4\uc744 \uc0b4\ud3b4\ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \uce74\uba40\ub77c \ud574\ub9ac\uc2a4 \ubd80\ud1b5\ub839\uc758 \uc815\ucc45\uacfc \uad00\ub828 \uc8fc\uc2dd 1. &#8230; <a title=\"\uce74\uba40\ub77c \ud574\ub9ac\uc2a4\uc640 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\uc120\uc5d0 \ub530\ub77c \ubc14\ub85c \ub5a1\uc0c1\ud560 \uc8fc\uc2dd\ub4e4\" class=\"read-more\" href=\"https:\/\/modamai.kr\/?p=355\" aria-label=\"Read more about \uce74\uba40\ub77c \ud574\ub9ac\uc2a4\uc640 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\uc120\uc5d0 \ub530\ub77c \ubc14\ub85c \ub5a1\uc0c1\ud560 \uc8fc\uc2dd\ub4e4\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":356,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[263,262,260,265,259,266,261,258,248,264],"class_list":["post-355","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1","tag-263","tag-262","tag-260","tag-265","tag-259","tag-266","tag-261","tag-258","tag-248","tag-264"],"_links":{"self":[{"href":"https:\/\/modamai.kr\/index.php?rest_route=\/wp\/v2\/posts\/355","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/modamai.kr\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/modamai.kr\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/modamai.kr\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/modamai.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=355"}],"version-history":[{"count":1,"href":"https:\/\/modamai.kr\/index.php?rest_route=\/wp\/v2\/posts\/355\/revisions"}],"predecessor-version":[{"id":358,"href":"https:\/\/modamai.kr\/index.php?rest_route=\/wp\/v2\/posts\/355\/revisions\/358"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/modamai.kr\/index.php?rest_route=\/wp\/v2\/media\/356"}],"wp:attachment":[{"href":"https:\/\/modamai.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=355"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/modamai.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=355"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/modamai.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=355"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}