2차전지 바닥 확인, 반도체 분위기 반전 나올까?#에너지 #반도체 #2차전지 #신기수 #명인들의복기
📌 Inquiries for Shin Ki-soo Investment Club and Academy: 02-2128-3355 📌 Go to Shin Ki-soo Investment Club: https://www.etomato.com/club2/main.as... ============================================ ■ Masters' Review (Mon-Fri, 17:00-17:30) ■ Host: Kim Eun-byeol ■ Guest: Shin Ki-soo (Tomato Investment Club) ============================================ □ Today's Market Commentary "Oil price instability originating from the Middle East + Speculative flow of leveraged ETFs" □ Today's Strong Points: Energy Further gains driven by expectations of rising oil prices Expectations of refining margins, stock prices Pre-priced Expectations for oil price stabilization in the second half... Reduce weighting if prices rise further □ Today's Neutral Point: Semiconductor Industry "Refuts 'Semiconductor Peak' Theory"... Continued growth expected in upstream industries Memory prices expected to rise 20% in Q3... HBM expected to double next year Surge in demand for SK Hynix ADRs... Mid-term positive factors, short-term profit potential subject to fluctuation Substrate sector expected to face supply shortage next year; declines are buying opportunities ASML (15th), TSMC (17th) earnings announcements; expectations for a turnaround in sentiment □ Today's Weak Point: Secondary Battery Boning out on expectations of LG Ensol and Samsung SDI turning profitable ESS sales growth phase; sector rebound expected when market rebounds Premature to expect new highs without resolution of US EV slump □ The Master's Way Out "Let's focus on earnings stocks" Interests: Semiconductor / Substrate / Power Equipment / Cosmetics / Entertainment =============================================== 💡 A difficult stock market to profit from! Want to achieve a "Jeomsang" (limit-up) return? 📌1. After signing up for a YouTube membership / @tomatotv_official 📌2. Register as a Jeomsang member https://jjeomsang.com If you proceed with steps 1 and 2 in order, you'll receive special information on how to achieve Jeomsang returns, along with gifts! =============================================== 📌 Mon-Fri 8:30 PM, the money-making quiz show 'Securities Tongpot'! (ง •̀ω•́)ง ✧ Win and the prize money pops up! Gain economic knowledge pops up through quizzes! Securities Podcast to Become Rich! Securities is giving away up to 1 million won every day! Download the Securities App! How to participate ▶▶▶ https://pod.jjeomsang.com/app

과대낙폭에 이른 접근 금지! 레버리지 이슈 대기 구간(F. 반도체, 소부장, AI, 전력) #여인수 #선택과집중 #토마토TV

섹터별 반격·반등 움직임, 기술적 대응 필요한 투톱! 삼성SDI 필두 2차전지 모양 나온다! #삼성전자 #SK하이닉스 #이종복 #실전매매최고수의길

"못견디겠다!" 반도체 투매하는 개인...외인은 왜 선물을 6조나 샀을까 (이권희 대표) | 마켓포커스 260714

K-배터리 반전 시작! 캐즘 끝나고 ESS 시대 열린다…지금 주목할 2차전지주 5개 알려드립니다! / 한병화 유진투자증권 이사 #LG에너지솔루션 #삼성SDI #ESS

국내만 흔들린 증시! 지금 주목해야 할 저평가 종목은?#반도체 #조선 #바이오 #증권 #저평가 #김근우 #명인들의복기
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[Economy Scope] The 7,000 collapse, semiconductor leverage ETFs are to blame... What are the stro...
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[Emergency Diagnosis] KOSPI's 'Fateful 120-Day Line' Dramatic Rebound… Is the Semiconductor Panic...

지수 하락 원인은?/개인 투매에 레버리지 청산까지 #코스피 #코스닥 #신용 #레버리지 #내일장가이던스
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반등을 기대하기 전에 반드시 확인할 것? 흔들린 계좌 긴급점검!ㅣ명민준, 박가영, 황유현 [주린이 구조대]
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"요청 오면 하이닉스 액면분할 검토" 주가 변곡점이 될 이벤트는? [증시타임]

국내 증시, 변동성 언제까지?/현 시장은 악재에 민감한 흐름 #코스피 #코스닥 #AI반도체 #산업대표주 #김정수

"Only foreign investors are smiling" Are retail investors the only ones getting burned? Something...

Stop leveraging and buy 'this' instead! You'll become a multi-millionaire naturally / CEO John Le...
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[#MarketEmergency] Another Market Plunge, South Korea's Stock Market in Crisis... At This Rate, A...

"삼성SDI, 2분기 적자 '300억대'로 축소? ESS·원통형 배터리로 바닥 뚫고 일어선다" '출발증시와이드 1부' 429회 (20260714)
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[Market Move 2] POSCO Holdings' Benefits and Lithium Business Growth Potential? / Lim Seong-gyun,...

반도체에 쏠린 돈 이제 여기로 갑니다. 현대차·뷰티·로봇주를 봐야 하는 이유 (이정윤 세무사 2부)ㅣ머니리포트

The AI Bottleneck in 2027 Will Be Secondary Batteries - Analyst Lee Anna (Yuanta Securities)

Domestic Market Rebound! Here's Your Sector-Specific Strategy! #Rebound #Semiconductors #Bio #Kim...

