천문학적 메가프로젝트 열렸다..반도체·인프라·로봇 영향은ㅣ박건희 KB증권 프라임 클럽 차장

▶ 20260629 K-Stock Live ▶ Mon-Fri 13:00 🎙 Guests Anchor On In-ju Park Geon-hee, Deputy Manager, KB Securities Prime Club ✔️ What is the core of the 3 major mega-projects? Promoting large-scale investments centered on semiconductors, physical AI, and AI data centers Linked with the National Balanced Development (5 Poles, 3 Specials) strategy Expectations for corporate investment and the creation of regional industrial clusters 👉 Building nationwide infrastructure is key, rather than simple semiconductor investment ✔️ Which sectors move before semiconductors? What is needed before factories is power, water, and construction infrastructure In the past, the Yongin Semiconductor Cluster also saw power equipment and EPC take the lead Likely LS Electric, Samsung E&A, Kumho E&C, and Kyeryong E&C, etc. are to watch 👉 A structure where infrastructure benefits before equipment ✔️ Who will be the biggest beneficiary of AI data centers? AI Data Centers Are Ultimately 'Factories That Consume Electricity' Investment in Power Grid Construction and Cooling Facilities Is Essential Demand for Renewable Power, Including Solar Power and ESS, Is Also Expected to Expand 👉 The Key to the AI ​​Era Is Power Infrastructure, Not GPUs ✔️ The Biggest Bottlenecks Are 'Cooling' and 'PCBs' Water-cooling is Becoming the New Standard The Importance of Core Equipment such as CDUs (Cooling Units) and QDCs is Increasing PCB Supply Shortages Persist Due to the High-Specification of AI Servers 👉 Cooling Device and PCB Manufacturers Are Hidden Beneficiaries ✔️ Related Companies to Watch Power: LS Electric, HD Hyundai Electric Cooling: LG Electronics PCB: Daeduck Electronics, Isu Petasis Construction & EPC: Samsung E&A, Kumho E&C, Kyeryong E&C 👉 Investment Spreads Across the Entire AI Infrastructure Value Chain ✔️ Solar Power and ESS Are Also Renewing Attention Rapid Surge in Data Center Power Demand Increasing Need for ESS to Stabilize Power Grids Investment in Renewable Energy and Power Grids Grows Together 👉 The AI ​​Era is the Entire Power Ecosystem Growth ✔️ All-Solid-State Batteries Fostered by Physical AI Importance of Battery Performance Highlighted by Expansion of Industrial Robots Commercialization Expected to Be More Predicted Than Conventional Lithium-Ion Batteries Securing the Lithium Sulfate Supply Chain is a Key Competitive Advantage 👉 All-Solid-State Batteries Are the Biggest Beneficiaries of the Robot Era ✔️ Stocks Benefiting from All-Solid-State Batteries POSCO Holdings EcoPro BM Lake Materials Isu Specialty Chemicals 👉 Focus on the Lithium Sulfate and Electrolyte Value Chain ✔️ Key Investment Strategy Time to Look at the Entire AI Infrastructure, Not Just Semiconductors Potential for Benefits to Spread in the Order of Power → Construction → Cooling → PCB → Equipment 👉 Infrastructure Could Be the True Leading Stock of the AI ​​Investment Era #MegaProject #SKHynix #SamsungElectronics #Semiconductor #Micron #MLCC #LowPowerDRAM #Robotics #PharmaceuticalsBiotechnology #SecondaryBattery #ETF #Leverage #HyundaiMotor #BostonDynamics #ATLAS #NationalPensionService #Rebalancing #ADR #NASDAQ #MSCI #InterestRate #FOMC #InternationalOilPrices #MiddleEastRisk #SKSquare #SamsungC&T #SamsungLifeInsurance #SamsungElectronicsPreferred #SamsungElectronicsPreferred #PowerStocks #NuclearPowerStocks #SamhwaCapacitor #SKSquare #SamsungC&T #SamsungLifeInsurance #HoldingCompany #GlassSubstrate #MLCC #SamsungElectronics #SKC #MaterialsPartsEquipment #Equipment #WonikIPS #EugeneTech #Tess #JusungEngineering #PSK #SamsungElectronics #LGInnotek #Simtek #DaeduckElectronics #Oracle #WonikIPS #EugeneTech #FrontEndProcess #BackEndProcess #DepositionEquipment #SecuritiesStocks #RetailStocks #DepartmentStoreStocks #ConsumerStocks #SecondaryBattery #LGEnergySolution #ESS #NationalPensionService #Rebalancing #MiddleEastRisk #Iran #HyundaiMotor #LGElectronics #SecondaryBattery #Robotics #SamsungElectroMechanics #JensenHuang #NVIDIA #HyundaiAutoEver #Atlas #BostonDynamics #Robotics #PhysicalAI #Rainbow #Robotis #DaihanWire #GaonWire #HyosungHeavyIndustries #Strike #Engine #Semiconductor #HBM #DRAM #NAND #Battery #Iran #MiddleEast #PowerOutage #Truce #Hormuz #OilPrice #CrudeOil #USA #Kuwait #ETF #LeverageETF #KOSPI #KOSDAQ #Alteogen #EcoPro #Tesla #LGEnsol #SKSquare #HanwhaAero #Celltrion #ShareholderMeeting #HYBE #DefenseIndustry #SamchundangPharmaceutical #HanwhaVision #HanmiSemiconductor #BTS #Leverage #Inverse #Airborne #MaterialsPartsEquipment #Space #Cosmetics #APR #AbleCNC #Shipbuilding #HDHyundai #SamsungHeavyIndustries #HanwhaOcean #MASRAGA #PhillyShipyard #Equipment #EcoProBM #Telecom #RFHIC #MiraeAsset #SpaceX #LIGNex1 #Cheongung #HanwhaSystems #KoreaAerospace #Poongsan #STO #Stablecoin #Bitcoin #EV #ESS #Listing #SolarPower #WindPowerNuclearPower #DoosanEnerville #KEPCO #Construction #HyundaiConstruction #DaewooConstruction #DL #Google #Algorithm #AutonomousDriving #TurboQuant #Google #Chart #ForeignInvestor...