25. 11. 16 경제 부동산 블로그 및 뉴스 모음

 

 

 

① 가장 큰 이슈별 분류
A. 부동산 시장 동향·정책 (가장 큰 비중)

서울/수도권 시황, 아파트 가격·입지 분석
재건축/재개발(여의도 시범·북가좌6·효창공원앞역 등)
공공주택 공급, 1기 신도시(평촌) 속도
분양시장(힐스테이트 광명11, 분양 경쟁률 격차)
주택 통계(자가보유율, 청년·신혼 주거난)
정부 규제(10·15 대책, 재초환 이슈)

B. 글로벌·국내 금융 시장 이슈

금리(금융채·코픽스 발작 수준, 일본 국채 상승)
환율(1500원 근접, 달러예금 증가, 외환전망)
주식시장(코스피 급락, AI 거품 논쟁)
상품시장(금값 상승 이유)
PF 시장 회복 여부

C. 경제 구조·거시경제 분석

세계 정부부채
미·중·일 경제 변화(중국 경제 침체, 일본 정상화, 테슬라 탈중국)
통상 및 관세, 연준 금리 전망
인구·성비 통계, 주택소유 구조 통계
한·미 3500억달러 전략적 투자 MOU

D. 기업·기술·AI 관련 이슈

엔비디아 실적, 중국 점유율 붕괴
GPU 감가상각 논쟁
버핏·버크셔 투자(알파벳 매입)
삼성 메모리 가격 60% 인상
팀 쿡 CEO 승계설

E. 라이프·자기계발·사회 이슈

책 추천·집중력
중년의 현실 드라마
꾸준함·네트워크
‘100채 보러가기’ 등 투자 마인드

사회적 양극화 (‘13억 vs 3천만’)

✅ ② 단계별 핵심 정리(쉽게 압축)
1단계: 전체 시장 상황 요약
부동산 시장은 과열과 둔화가 공존
서울·핵심지는 상승 또는 “식는 듯 뜨거운”
지방은 청약 경쟁률 최저 수준
공급대책은 잇따라 발표되나 실행은 2026년 이후가 많아 불확실성 존재
금융시장은 변동성 확대
환율은 1500원 근접 → 투자자 불안 심리 확대
금리·코픽스 급등 → 대출금리 부담 다시 증가
코스피는 4000 붕괴 직전으로 약세

2단계: 구조적 변화와 정책
자금 부족·청년·신혼 주거난 심화
면적 감소, 점유율 감소 등 구조적 문제
정부의 공급 드라이브
여의도 시범, 북가좌6, 1기 신도시 등 주요 프로젝트 가속
분양 물량 7,000~8,000가구급 대규모 공급 발표
주택 세제·비과세·증여 규정 변화 탐색 증가

3단계: 글로벌 영향 요인
연준의 “신중론” → 금리 인하 기대 약화
반도체 가격 급등(삼성 최대 60%) → IT·AI 주가 변동성
미·중 갈등 심화
테슬라 완전 탈중국 전략
중국 경제 디플레 심각
엔비디아 중국 매출 붕괴
일본 국채 상승 → 일본 정상화 메시지

4단계: 투자자 심리
“현금은 쓰레기? 지금은 현금 확보가 필요” 등 안전자산 관심 증가
금값 상승 이유 분석
달러예금 증가
PF 시장 회복 의구심
버핏 투자(알파벳) → AI 투자 심리 변화

✅ ③ 주목해야 할 핵심 기사 3개 (투자 판단용)
① 환율 1500원 목전…통상 불확실성·당국 개입
현재 한국 금융 시장의 가장 직접적 위험 신호
수입물가·부동산자금·주식자금 전반에 영향
환율 방향이 한국 시장 전반을 규정

② 2025년 PF 유동화시장…위기 탈출 후 ‘체질 개선’인가?
향후 국내 부동산 안정·건설사 리스크의 핵심 변수
PF 문제는 2026~2027년까지 시장의 시스템 리스크와 직결
재개발·재건축 투자자에게 매우 중요

③ 삼성전자 메모리 가격 최대 60% 인상
글로벌 IT·AI 투자 싸이클의 방향성을 결정
주식·부품·AI·데이터센터·GPU 등 시장 전체 영향
향후 한국 증시의 모멘텀 판단의 기준점


===================================================


닫힌계
https://m.blog.naver.com/thebeing/224077077796

【거주주택 비과세】 거주주택을 배우자에게 증여, 장기임대주택을 배우자에게 증여 시 비과세 여부
https://m.blog.naver.com/khr1265/224076758320

25.11.15 재개발 재건축 부동산 관심기사(효창공원앞역세권재개발, 목동11단지, 여의도시범, 여의도목화)
https://m.blog.naver.com/jyleenew/224076722779

10화 집중력 떨어지기 전에 읽어둘 책
https://m.blog.naver.com/ywritingcoach/224076772379

우리, 아파트 딱 100채만 보러 가보자(feat. 양으로 먼저 채워라)
https://m.blog.naver.com/insightgogo/224074509537

562.197 꾸준한 사람들의 숨은 네트워크
https://m.blog.naver.com/ywritingcoach/224076431799

서울 선도단지 시세 ｜11월 부동산 시장 흐름
https://m.blog.naver.com/sentiel/224075461797

지금 부동산 시장은??(feat. 부동산원+KB자료)
https://m.blog.naver.com/insightgogo/224075425475

13억 vs 3천만… 우리는 정말 같은 나라에 사는 걸까?
https://m.blog.naver.com/sooheenam/224077554018

화서역 파크푸르지오 지금 사도 될까요?
https://m.blog.naver.com/ppassong/224077541689

재초환은 폐지될 수 있을까?
https://m.blog.naver.com/liveestate/224077536343

더 열심히 달려야 합니다. (feat. 환율)
https://m.blog.naver.com/skmkn81/224077525511

2025년 세계 국가별 정부부채 현황
https://m.blog.naver.com/sooheenam/224077487735

베네수엘라의 원유 그리고 희토류
https://m.blog.naver.com/liveestate/224077460318

25년 11월 10일자 전국시황) 식는 듯 뜨거운 서울, 조용히 재편되는 수도권!
https://m.blog.naver.com/ppassong/224077389405

부동산 주택 수도권 공급 대책 또 발표? 26년 착공? 오히려 다급한가 보다.
https://m.blog.naver.com/ppaneu/224076989783

2026 부동산, 예측은 사치다… ‘지금 당장’ 이렇게 움직여라! https://m.blog.naver.com/ppassong/224077037192

와...여기 뭐지
https://m.blog.naver.com/psung6/224077034359

'김 부장 이야기' 드라마로 본 중년의 현실
https://m.blog.naver.com/sooheenam/224076969349

코스피 급락 4000선 붕괴 직전 다음주는 과연 ?
https://m.blog.naver.com/kjm2336/224076968275

달러예금 증가세 앞으로 예사롭지 않다
https://m.blog.naver.com/kjm2336/224076902735

2025년 PF 유동화시장, 위기 탈출 후 '체질 개선'..진짜 회복일까?
https://m.blog.naver.com/sooheenam/224076867440

일본_국채 10년_1.7%_계속 금리 상승 중_큰 문제는 없음_내년에 더 금리 올린다고 함_일본은 정상 국가 가 됨
https://m.blog.naver.com/rladudrl78/224076805604

최악의 경우 나는 지금....
https://m.blog.naver.com/psung6/224076783305

11월 2주차 주간 아파트 가격 동향
https://m.blog.naver.com/kjm2336/224076764796

금리 동향 이정도면 발작인데...(ft.금융채, 코픽스)
https://m.blog.naver.com/fin-story/224076757004

투자자들이 모르는 금값, 금시세 상승의 진짜 이유
https://m.blog.naver.com/ne2ne2/224076686279

트럼프_지지율_하락은 하고 있으나, 크게 문제될 수준은 아니라고 생각 함
https://m.blog.naver.com/rladudrl78/224076703914

대박적 사건적 최후의 결말은 버핏 베팅
https://m.blog.naver.com/ojh919/224076701238

경제뉴스는 시장의 나침반이다. 방향을 잃은 투자자들에게
https://m.blog.naver.com/ne2ne2/224076665842

『2024년 기준 시군구 별 2030 성비』
https://m.blog.naver.com/hong8706/224076602397

『2024년 주택소유통계 결과』
https://m.blog.naver.com/hong8706/224076591405

10·15대책 한 달 지났는데…한강벨트 '또 뜨끈' https://m.blog.naver.com/baekilee/224076582661

25년 11월 10일자 시황...“완만한 상승 지속”https://m.blog.naver.com/ppassong/224076565579

현금은 쓰레기라고 말해놓고 현금을 확보하라는 이유
https://m.blog.naver.com/kjm2336/224076561179

알면 알수록 모르는 것들이 많아집니다. (시스템 에어컨 커버)
https://m.blog.naver.com/skmkn81/224076331917

한미 3500억달러 전략적 투자 MOU 체결, 경제 동맹 강화
https://m.blog.naver.com/sooheenam/224076324029

부산 부동산 입지 순위와 돈의 흐름
https://m.blog.naver.com/k2m332/224076173651

이 통계는 “어디에 누가, 어떤 구조로 집을 가지고 있는지https://m.blog.naver.com/ppassong/224076129025

[11월 셋째 주 분양캘린더] '힐스테이트광명11(가칭)' 등 8,082가구 분양예정
https://m.blog.naver.com/r114korea/224076013663

전국 0.24%', 11월 둘째 주 전국 아파트 주간 시황 - 부동산R114
https://m.blog.naver.com/r114korea/224075819836

KB주택시장리뷰 2025년 11월호
https://m.blog.naver.com/sooheenam/224075905449

‘26년 수도권 공공주택 공급물량 적기 착공 추진
https://m.blog.naver.com/sooheenam/224075887127

북가좌6 재건축, 불광천변 1,953세대 주택공급
https://m.blog.naver.com/sooheenam/224075848736

여의도 시범아파트 재건축 확정...2,493세대 본격화
https://m.blog.naver.com/sooheenam/224075822781

인프라·입지·수요 모두 갖춘 분양시장 강자, 행정타운 - 부동산R114
https://m.blog.naver.com/r114korea/224075805473

10·15 규제 제외' 힐스테이트 광명11 등 8082가구 분양
https://n.news.naver.com/mnews/article/008/0005278772

10·15 한 달, 서울 집값 4주째 주춤…'이곳' 상승폭은 확대
https://n.news.naver.com/mnews/article/008/0005278771

청약 시장 경쟁률 '극과 극'… 서울 4년만 최고 vs 지방 12년만 최저
https://n.news.naver.com/mnews/article/417/0001113495

종묘 앞 초고층 갈등 20년… 규제는 계속, 주민은 7000억원 빚더미에 ‘폭발’
https://n.news.naver.com/mnews/article/022/0004082951

광명·김포·부산 등에 '7000가구' 공급
https://n.news.naver.com/mnews/article/417/0001113494

서울 '내 집' 사려면...월급 다 모아도 14년 걸려
https://n.news.naver.com/mnews/article/014/0005434954

자가보유율 61.4%로 개선됐지만…서울 내 집 마련, 월급 한 푼 안쓰고 14년
https://n.news.naver.com/mnews/article/119/0003025594

청년·신혼부부 주거난 심화…1년 새 점유율·면적 모두 줄어
https://n.news.naver.com/mnews/article/469/0000897783

청년·신혼 주거 여건 악화…최저기준 미달 급증
https://n.news.naver.com/mnews/article/088/0000981390

안양 평촌신도시 정비, 1기 신도시 중 가장 빨라
https://n.news.naver.com/mnews/article/009/0005590739

서울 '입체복합수직도시' 조성 본격화…용산국제업무지구 27일 기공식
https://n.news.naver.com/mnews/article/011/0004556382

강북구 수유동·종로구 신영동 노후주거지 개선사업 본격화
https://n.news.naver.com/mnews/article/001/0015744757

수도권서 내 집 마련, 월급 다 모아야 8년 8개월 걸려
https://n.news.naver.com/mnews/article/421/0008606886

필요한 주거정책 1위는…'구입자금 대출 지원'
https://n.news.naver.com/mnews/article/421/0008606887

'매파' 쿠글러 전 이사, 돌연 사임 금융거래 규정 위반 때문
https://n.news.naver.com/mnews/article/018/0006165155

중국인들이 이제 안 온다고?…날벼락 맞은 일본, 무슨 일?
https://n.news.naver.com/mnews/article/015/0005211924

버핏의 마지막 투자는 AI였다…‘이 회사’ 지분 6조원어치 통큰 매입
https://n.news.naver.com/mnews/article/009/0005590775

日, 가상자산 105종 '금융상품' 인정..세율은 주식 수준으로 인하
https://n.news.naver.com/mnews/article/014/0005434960

테슬라, ‘중국산 부품 제로’ 선언…미·중 갈등 속 탈중국 가속화
https://n.news.naver.com/mnews/article/024/0000101351

환율 1500원 목전서 숨고르기…통상 불확실성 해소·당국 개입에 안정될까
https://n.news.naver.com/mnews/article/003/0013603006

“관세발 인플레? 150년간 없던 일”…매파 ‘연준의 입’마저 반박했다
https://n.news.naver.com/mnews/article/009/0005590745

“삼성전자, 메모리칩 가격 최대 60% 인상”…업체들 패닉바잉 나서
https://n.news.naver.com/mnews/article/009/0005590711

“최고가 멀었다” vs “하락위험 커”…역대급 불장에 AI거품 논쟁 ‘후끈’
https://n.news.naver.com/mnews/article/009/0005590707

‘암흑 터널’ 속에 갇혀버린 중국 경제 [김규환의 핸디 차이나]
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안갯속 연준 통화정책 vs 당국 시장안정 조치…환율 향방은[주간외환전망]
https://n.news.naver.com/mnews/article/018/0006164994

엔비디아 中 점유율 95%→0%…공백 채우는 AI 황제주[차이나는 중국]
https://n.news.naver.com/mnews/article/008/0005278673

"테슬라, 1~2년 내 美 판매 차량에 中 부품 전면 배제 추진” WSJ
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엔비디아 실적 앞두고 월가 긴장…고용지표도 발표 [뉴욕·상하이 증시 주간전망]
https://n.news.naver.com/mnews/article/015/0005211856

버크셔의 알파벳 지분 매입, AI 거품론 잠재울까
https://n.news.naver.com/mnews/article/014/0005434881

"기회 놓쳤다" 후회하던 워런 버핏…이 회사 주식 6조 사들였다
https://n.news.naver.com/mnews/article/025/0003482879

팀 쿡 내년에 물러나나…애플 CEO 승계 계획 본격화
https://n.news.naver.com/mnews/article/003/0013602453

美 연준 위원들, 12월 회의 앞두고 금리인하에 잇단 '신중론'
https://n.news.naver.com/mnews/article/293/0000075103

워런 버핏의 버크셔 통큰 투자... 애플 줄이더니 알파벳 샀다
https://n.news.naver.com/mnews/article/023/0003941194

메타부터 구글까지…월가서 커지는 GPU 감가상각 논쟁 [종목+]
https://n.news.naver.com/mnews/article/015/0005211807