AI 반도체 훈풍 지속! 주요 산업 대표주에 주목해야 하는 이유!#삼성전자 #SK하이닉스 #AI반도체 #ADR #김정수 #명인들의복기
Tomato Asset Advisory Website https://bit.ly/tomatoasset_home Tomato Asset Advisory YouTube Channel https://bit.ly/tomatoasset_tube Tomato Asset Advisory Contract & Payment Inquiries https://bit.ly/tomatoasset_help ============================================ ■ Masters' Review (Mon-Fri, 17:00-17:30) ■ Host: Kim Eun-byeol ■ Guest: Kim Jeong-su, Fund Manager (Tomato Asset Advisory) ============================================ □ Today's Market Commentary "Gap narrowing between AI semiconductors and leading industry stocks; time to look for continuity!" □ Today's Strong Points: AI Semiconductors, Financial Stocks, Holding Companies, and Many KOSDAQ Stocks AI Semiconductors: Issues driven by favorable conditions in the US semiconductor market and the success of SK Hynix's NASDAQ ADR → Samsung Electronics, SK Hynix, Samsung Electro-Mechanics, Jeju Semiconductor, Wonik IPS, Tess Financial Stocks and Holding Companies: Strong Q2 earnings outlooks and the highlighting of subsidiary valuations → KB Financial Group, Shinhan Financial Group, Hana Financial Group, SK Square, SK, Samsung C&T Many KOSDAQ Stocks: Institutional buying concentrated in materials, parts, and equipment (SoBuJang) and biotech sectors following margin liquidations and forced selling → Jusung Engineering, Wonik IPS, PSK, Alteogen, ST Pharm, Ligachem Bio □ Today's Neutral Points: Defense, Electric Power, Nuclear Power, Shipbuilding, Construction, and Construction Machinery Defense, Electric Power, Nuclear Power, Shipbuilding, Construction, and Construction Machinery: US vs. Iran, Negotiation Difficulties vs. Waiting Buying → Hyundai Rotem, LS ELECTRIC · Doosan Energy · Samsung Heavy Industries · GS E&C · HD Construction Machinery □ Today's Market Weakness Points: LG Innotek · Peptron · HLB LG Innotek: Concerns over declining camera module sales due to US Apple price hike Peptron: Negative news regarding remarks excluding Maunzaro, a key ingredient in Eli Lilly's obesity treatment HLB: Negative news regarding the failure of US FDA approval for its liver cancer drug candidate, Rivoceranib □ The Master's Way Out "Expand buying after confirming continuity; portfolio centered on industry leaders!" ============================================= 💡 A difficult stock market to profit from! If you want to achieve a gap-up return? 📌1. After signing up for YouTube Membership / @tomatotv_official 📌2. Register for Jjeomsang https://jjeomsang.com Proceed with steps 1 and 2 in order to receive special information on achieving Jjeomsang returns, along with gifts! =============================================== 📌Mon-Fri 8:30 PM, the money-making quiz show 'Jeongsang Tong Pod'! (ง •̀ω•́)ง ✧ Win and get a prize! Gain economic knowledge through quizzes! Jeongsang Tong Pod to become rich! Jeongsang Tong is giving away up to 1 million won every day! Download the Jeongsang Tong app! How to participate ▶▶▶ https://pod.jjeomsang.com/app

힘든 시장을 이겨내는 방법 (문홍철) | 인포맥스라이브 260710
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