하반기에도 결국엔 '반도체'다! 조정이 와도 흔들리지 말고 담아가세요 I 김민수 I 염승환 I ETF아는형

Curious about insights from an ETF expert? Knowing Bro's Knowing Bro Today, joined by Lemon Research CEO Kim Min-soo, we have summarized key investment strategies for the second half of the year, covering everything from the outlook and the market cap competition between Samsung Electronics and SK Hynix to the potential revival of the secondary battery sector. Check out the video right now to learn the 'customized portfolio strategy for the second half' designed to protect and grow your account amidst a rapidly changing market! 🕒 View by Timeline [0:00] Highlights [2:21] Will July volatility continue? [5:18] Can SK Hynix beat Samsung Electronics' market cap? [7:20] Is reaching 10,000 points possible? [9:40] What is the biggest variable in the market for the second half? [12:58] Should we continue accumulating semiconductors? [16:58] Rebalancing is needed now [20:15] The semiconductor supercycle is not over yet [22:35] Jo Bang-won, what is the outlook for the second half? [24:30] The core of the bottleneck is 'power' [26:18] Can the KOSDAQ rebound in the second half? [28:55] Can secondary batteries make a comeback? [30:34] Build your portfolio for the second half 'like this' *Please use the information in this video for reference only. Investor responsibility rests solely with the investor. *Filmed on: June 30, 2026 #ETF #ETFRecommendation #Investment