SK하이닉스 보다 더 크게 오를 반도체 소부장주… 사기 전 꼭 알아야 할 '이것' / 2차전지 지금 봐야 할 때?ㅣ김장열 센터장

(Filmed on June 29, 2026, at 2:10 PM) 0:00 Kim Jang-yeol, Head of Research Center at Unistory Asset Management 0:32 What is the most important factor when investing in semiconductor materials, parts, and equipment (SoBuJang) stocks? 3:47 Regarding semiconductor SoBuJang, which sector should be targeted: front-end process, back-end process, CPU, or substrate? 8:42 What is the outlook for SK Hynix and related SoBuJang companies regarding the rise in HBM prices? 12:20 Should investors currently in the loss zone switch to leading stocks? 13:43 What is the impact of power shortages (such as power shortages for AI data centers) on the market? 15:39 Should we be looking at secondary battery (ESS, etc.) related stocks now? 20:06 Will a time come when the KOSDAQ rises more than the KOSPI? Samsung Electronics, Kim Jang-yeol, Semiconductor Materials & Components Stocks, Semiconductor Stocks, Semiconductor Substrate Stocks, Power Stocks, SK Hynix, Secondary Battery Stocks, ESS, MLCC, HBM, AI Data Center, KOSDAQ, PD Kim Young-min - 75/05/15 ----------------------------------------------------- 📌 [815 Money Talk Official Cafe] Investment materials are released daily! Direct Link: https://fanding.me/815moneytalk ◾ Columns by 815 Money Talk experts released ◾ Weekend ‘Real Market Overview’ e-book provided ◾ Active communication and information exchange among members! Don't invest alone. Start now at the 815 Money Talk Cafe. -------------------------- 👉 Appearance requests, advertising & collaboration inquiries: [email protected] 👉 Download 815 Money Talk materials: https://cafe.naver.com/815moneytalk --------------------------