지금 국장 왜 흔들릴까? 늘 말씀드리지만 중요한 건 기업의 이익입니다. (1부) | 서재형의 투자교실

Hello, fellow students. This is Teacher Seo Jae-hyung. I am very worried about you, my fellow students, who must be feeling anxious as the market is volatile today. Since it is already July and the second half of the year is beginning, I have prepared several videos to help you summarize how we should view the current market. Many of you are concerned that the fundamentals themselves might have deteriorated while looking at the current market situation, but I view it a little differently. As I always say, stock prices can fluctuate in the short term. However, investors must ultimately focus their studies on corporate profits and changes in the world. I sincerely hope that today's videos will be helpful to you, my fellow students. Thank you. Sseuddam Sseuddam [Filming Date: July 1, 2026] ※ This video is operated for the purpose of education and information provision; it does not provide 1:1 investment consultation, asset management, or fund management for individual investors. All judgments and responsibilities regarding investment lie with the individual, and liability for the results of the investment process also rests with the individual. Please be advised that this service provider is a quasi-investment advisory business registered with the Financial Services Commission and is not a formal financial investment business operator (investment advisory business, discretionary investment management business, etc.). 00:00 Today's Class Preview 01:20 The First Half Market Led by AI 02:42 The Real Reason for the Semiconductor Correction 05:43 What Is More Important Than War 08:25 AI Evolved to a New Stage 13:21 Changes in Domestic Market Liquidity