중국 DUV 자체생산 쇼크? 중국 반도체 공포의 오해와 진실..."중국판 하이닉스는 CXMT가 아니라 여기" [하우머니]
■ 머니쇼 '하우머니' - 전병서 중국경제금융연구소 소장 ◇ 머니쇼 (평일 오전 8시~10시) 〈머니쇼〉 홈페이지 바로가기: https://bit.ly/3Db13Go
![[Knowledge News] "The AI rally's first half is already over"... Hmm, will semiconductors fall fur...](https://i.ytimg.com/vi/NLmprEofQgc/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahmi85f_Aw4I2sGj0wYY4OoEIOCoAQ==&rs=AOn4CLCAVBtRNewPJLS8sCsEbcw1ZKPbUQ&usqp=CBk)
▶︎
[Knowledge News] "The AI rally's first half is already over"... Hmm, will semiconductors fall fur...
![창신메모리가 삼전닉스를 잡는다고? 폭락장에서 생긴 뜻밖의 저가 매수 기회ㅣ명민준, 박가영, 이지환 [주린이 구조대]](https://i.ytimg.com/vi/yAf1p4oqN8g/hqdefault_custom_2.jpg?sqp=CIDvo9MG-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahk=&rs=AOn4CLDnSzprm22f4E8WvQ7zW5q56twFyA)
▶︎
창신메모리가 삼전닉스를 잡는다고? 폭락장에서 생긴 뜻밖의 저가 매수 기회ㅣ명민준, 박가영, 이지환 [주린이 구조대]

▶︎
"Only those who hold on will survive!" The opportunity that followed an all-time crash | Park Jon...
![[Economic Briefing] Another 'Black Tuesday'… KOSPI and KOSDAQ Plunge Together / YonhapnewsTV](https://i.ytimg.com/vi/Fja0UCXzyz0/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahmi85f_Aw4I1tig0wYY4OoEIOCoAQ==&rs=AOn4CLCUCEhmK15ZbGzOtFyQEqMFTfXQjg&usqp=CBk)
▶︎
[Economic Briefing] Another 'Black Tuesday'… KOSPI and KOSDAQ Plunge Together / YonhapnewsTV

▶︎
엔비디아와 AI 생태계 이렇게 무너지나 (한상희) | 인포맥스라이브 2026년 7월28일 방송

▶︎
주식시장 폭락의 이유를 찾아서... (문홍철) | 인포맥스라이브 2026년 7월28일 방송
![Why Is China Releasing AI Information? [Replay by Segment - 07/28]](https://i.ytimg.com/vi/D7H7PJMKqv0/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahmi85f_Aw4I_pyi0wYY4OoEIOCoAQ==&rs=AOn4CLDB8w3H91_nnKlXszTiVHU7-GUE9g&usqp=CBk)
▶︎
Why Is China Releasing AI Information? [Replay by Segment - 07/28]

▶︎
Iran grows stronger the more it is attacked: Trump has fallen into a trap (Professor Park Hyun-do...

▶︎
"Semiconductors Are Essential": Time to Forget Past Highs and Reorganize Your Portfolio | Hong Se...

▶︎
저가매수? "물탈 돈도 없다" 코스피 또 급락..주가 바닥 신호 가늠할 수 있는 신호는? #허재환 #서킷브레이커 #창신메모리 #엔비디아 #반도체주 #주가전망 #투자전략

▶︎
KOSPI Collapses on Semiconductor Skepticism... July Market Where Neither Measures Nor Strategies ...
![[Knowledge News] "The Endless Plunge of the Yen: Secretly Welcomed?"... Japan's Hidden Agenda / H...](https://i.ytimg.com/vi/NWXX5WvhhYM/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahmi85f_Aw4I_qeY0wYY4OoEIOCoAQ==&rs=AOn4CLBmexMIZo1YKBk08mSoCFLww9Dd2A&usqp=CBk)
▶︎
[Knowledge News] "The Endless Plunge of the Yen: Secretly Welcomed?"... Japan's Hidden Agenda / H...

▶︎
This Guy Beat ANATOLY | Gym CHALLENGE Went Wrong
![Round 2 with Iran: The Weakness the U.S. Is Only Now Realizing [Globe Military]](https://i.ytimg.com/vi/Z5XOD2u7b7k/hqdefault_custom_2.jpg?sqp=CIDvo9MG-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahk=&rs=AOn4CLD0QjNZ5FlAOMHXPyVZncQnTUXHcA)
▶︎
Round 2 with Iran: The Weakness the U.S. Is Only Now Realizing [Globe Military]

▶︎
코스피 급락 범인 "엥?" 도박판 된 한국 시장 '충격' 결국 결단 내렸다! (이정환 문희정) #뉴스토마토 #끝내주는경제 #이재명 #코스피 #사이드카 #레버리지 (0728_화)

▶︎
지금은 저가 매수도 위험합니다 (김민수, 이주연) | 인포맥스라이브 260728

▶︎
Even Engineers Are Amazed by This 65-Year-Old Master Carpenter’s Invention! Simple Yet Genius!
![[In-depth Analysis] KOSPI Collapses in Panic: A 10% Freefall… Government Draws the Line on Levera...](https://i.ytimg.com/vi/7yl9AVKYS4c/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahmi85f_Aw4IvNeh0wYY4OoEIOCoAQ==&rs=AOn4CLCc_IrJIu8xSuCueqz9uN8zCVu2sw&usqp=CBk)
▶︎
[In-depth Analysis] KOSPI Collapses in Panic: A 10% Freefall… Government Draws the Line on Levera...

▶︎
KOSPI hits 8th circuit breaker of the year following China CXMT 'semiconductor shock' [News Playl...

▶︎
