[신년특집] 2024년 반도체주 어디까지 오를까?

*Recording Date: December 14, 2023 (Thu) Q. Will the semiconductor sector lead the market in 2024? Q. Will semiconductor stocks continue their rally through the second half of the year? Q. What are the semiconductor keywords to watch in 2024? Q. Leader Nvidia vs. Chasing AMD: Who will lead in 2024? Q. Which domestic stocks are expected to benefit from Nvidia? Q. Which semiconductor stocks are "reserved as 2024 leaders"—is it not too late to look at them now? Q. The semiconductor duo: Samsung Electronics vs. SK Hynix—what is the outlook? Q. HBM vs. On-device AI: which sector is more noteworthy? Q. Semiconductor front-end vs. back-end: which one should be given more weight? Q. Large-cap vs. Small-cap: Which semiconductor sector will perform better? Q. Semiconductor large-cap vs. Small-cap: who are the top picks? Q. Within the semiconductor sector, which sectors are expected to lead the quarterly rally? Q. What is the appropriate weighting for semiconductor stocks within a portfolio? Q. Peak trading vs. buying on corrections: What is the strategy for the semiconductor market? Q. How high will semiconductor stocks rise in 2024? Q. What are the key positive factors for the semiconductor sector to look forward to in 2024? Q. What are the essential investment strategies for semiconductor stocks in 2024 that must be remembered? [Guests: Lee Hyung-soo, CEO of HSL Partners; Kim Jang-yeol, Head of Investment Strategy at Unistory Asset Management; Kim Se-young, Announcer Planning: Moon Jang-won; Production: Kim Min-ji, Yoon Su-bin, Lee Hye-sim] #SamsungElectronics #SKHynix #Semiconductor #NVIDIA #AMD #AIsemiconductor #AI #OnDeviceAI #SemiconductorFrontProcess #SemiconductorBackProcess #2024 #SemiconductorStocks #SemiconductorOutlook #SemiconductorStocks #Earnings #KimJangYeol #LeeHyungSoo #KimSeYoung #MaeilBusinessTV