'외인 귀환'에 급반등 마감! "다음은 무조건 폭등입니다" (2026년 7월 14일 장 마감)｜성공투자 오후증시｜파이널콜

[00:23] Opening and 3 Key Points for Today's Market We introduce the extreme volatility of the domestic stock market and Goldman Sachs' analysis of technical support lines. We examine the current status of margin calls and deposit decreases, along with the paradoxical bottoming signals brought about by changes in the National Pension Service's rebalancing valuation. [03:49] KOSPI Intraday Trends and Briefing on Major Large-Cap Stocks We summarize the stock price trends of Samsung Electronics and SK Hynix, as well as the intraday movements of other large-cap stocks. [04:48] KOSDAQ Intraday Trends and Semiconductor Materials & Components Trends We review the urgent situation in the KOSDAQ where a sell-side circuit breaker was triggered during the session, and examine some semiconductor materials & components stocks that attempted to quickly recover their losses. [05:22] Analysis of Market Supply and Demand We analyze the trend of individual investors showing a selling advantage amidst the rebound and the inflow of buying by foreign and institutional investors. [06:11] Joint Expert Market Diagnosis Begins CEO Choi Soo-chang and Deputy General Manager Song Tae-hyun appear to discuss the full-scale diagnosis of downside volatility and whether a bottom has been confirmed. [06:18] CEO Choi Soo-chang’s KOSPI Outlook and Investment Strategy He diagnoses the current range as a high-probability opportunity for staggered buying and presents a technical rebound target (7,300–7,700). [09:15] Deputy General Manager Song Tae-hyun’s Analysis of KOSDAQ Market Conditions and Regulatory Proposals He discusses security measures regarding single-stock leverage and explains changes in institutional supply and demand flowing into semiconductor materials, parts, and equipment stocks. [12:32] Final Call: Status of Top KOSPI Market Cap Stocks We examine the successful upward turn of the semiconductor "Two" and the final closing price trends of large-cap stocks such as Hyundai Motor and LG Energy Solutions. [13:21] Analysis of Top KOSPI Gains and Thematic Stock Rotation Checking the rotation phenomenon of certain "patriotic" stocks and thematic stocks gaining momentum amidst market sluggishness, such as STX Green Logistics hitting the upper limit. [13:51] Review of Top KOSPI Declining Stocks Examining the sharp decline of SK D&D and the weak trends of Kumho Group stocks and LNF. [14:21] Hyundai Motor In-depth Q&A Amid risks stemming from the start of a labor union strike and earnings concerns, we analyze long-term holding strategies from the perspective of future momentum, such as the robotics industry, as well as selling points for a rebound. [17:12] Final Call: Status of Top KOSDAQ Market Cap Stocks Examining the downtrend of EcoPro Group stocks and the background behind the sharp decline of Alteogen, the number one stock by market cap on the KOSDAQ. [18:00] Review of Top KOSDAQ Stocks by Trading Volume We will examine the list of key stocks with strong trading volume concentrations, including Jusung Engineering, Alteogen, and Tess. [18:19] In-depth Q&A on Alteogen We will analyze the perception of short-term overselling following news that Samsung Bioepis has independently secured technology for changing its subcutaneous (SC) formulation, as well as the potential for a long-term competitive landscape. [21:40] Analysis of Potential for a Simultaneous Rebound in Large-Cap Semiconductor Stocks Along with the staggered rebound trends of Samsung Electronics, SK Hynix, and Samsung Electro-Mechanics, we will share the impact on foreign investor supply and demand (mitigation of foreign exchange loss burden) regarding the interest rate differential between Korea and the US and the possibility of a domestic Monetary Policy Committee rate hike. [23:20] Status of KOSPI and KOSDAQ Market Closing Sequences We will brief on the trends of both market indices just before the final market close. [23:49] Recommendation for Semiconductor Materials, Parts, and Equipment Stocks with Valid Earnings Momentum Selecting major equipment stocks (PSK, TES, etc.) that can directly benefit from the acceleration of large corporate investment time series and are backed by earnings. [26:17] Future Market Strategy and Macro Indicator Review Explaining that inflationary pressures, such as the US CPI and PPI announcements and concerns over oil prices, have already been priced into the index, I urge restraint in panic selling during the strong technical rebound phase following the sharp direct decline. [29:12] Assessment of Buying Appeal for Samsung Electronics and SK Hynix Pointing out that the market is currently in an undershooting phase caused by supply and demand factors without any impairment in earnings, I emphasize the need for the courage to buy at current price levels. [30:36] Today's Market Closing Summary We summarize the key issues in the three major sectors: Semiconductors (forecast of deepening DRAM supply shortages ...