🚀 [마켓비하인드] 한미 AI·반도체 빅딜 본격화, 코스피 투톱 랠리 이어질까?│박준영 (주) 반도체 대표│Market Signal (20260727)

Q. Korea-US AI & Semiconductor Cooperation: What are the variables and Korea's leadership in the AI ​​supply chain? Q. With Samsung Electronics expanding orders from Big Tech, will the foundry business turnaround? Q. Will Microsoft's earnings determine the direction of the AI ​​investment cycle? Q. Will the pursuit by CXMT, YMTC, and Kioxia threaten K-Memory? Q. With Samsung Electronics and SK Hynix leading the market, what are the conditions for further gains? #SamsungElectronics #SKHynix #SemiconductorRally #AIsemiconductor #KoreaUSSemiconductorCooperation #FoundryReturnaround #MemorySemiconductor #CXMT #YMTC #KOSPITwoTop ============================================== ※ Please be advised that all information provided in this broadcast is for reference purposes only and may result in loss of principal depending on investment outcomes. The investor bears full responsibility for any losses incurred. Edaily TV ✔ The No. 1 'Edaily TV' official YouTube channel for Economy, Securities, and Investment ▶ Subscribe to Edaily TV Channel : ============================================== Edaily TV https://www.youtube.com/@Edaily_TV/fe... Edaily ON    / @edaily_on   Edaily TV Consultation Center    / @tv-jq6ih   Edaily TV Replay    / @re_dailytv   Bond V    / @bond-v