반도체, 하방이 어디? 7월 말 AI 분수령 앞두고 5%는 기본으로 출렁이는 코스피, 바뀐 질서에 대처하는 법을 김학균 센터장께 물었습니다 I 멤버십 방송 I 최경영TV

#ChoiKyungYoung #ChoiKyungYoungTV #ChoiMainstream #KimHakGyun #KOSPI #SamsungElectronics #Hynix This is an edited video of the Membership Live from July 10, 2026. Kim Hak-gyun / Head of Research Center, Shinyoung Securities 00:00 5% Volatility Becomes Daily Life, What Is the Cause? 05:53 Directors Have Changed Their Constitution, How Should We Invest? 09:18 Should We Pick Up Samsung Electronics Now? 13:20 The Internet Was Right, But the Dot-com Bubble Has Arrived... Is Late July the Turning Point for AI? 19:28 Where Is the Bottom? 25:23 [Membership Question] How Should We Interpret Brokerage Target Prices?