반도체 말고도 많습니다... 해외가 사랑하는 기업들ㅣ 한재훈 한국투자신탁운용 주식운용본부 책임 ㅣ김치형 앵커

Exports Hit Record High… The Real Key to the Market Now Lies Elsewhere 📈 Today's Key Summary Semiconductor Exports $32.8 Billion… Breaking All-Time Records However, Structural Changes Cannot Be Explained by "Semiconductors Alone" A Transformation in Export Structure Expanding to K-Beauty, Defense, and Bio The "K-Shaped Growth" of Advancing Only Successful Industries Begins in Earnest 🔍 Summary of Key Points 1️⃣ Why Are Exports So Strong Now? → Dominance of the Global Semiconductor Supply Chain → Samsung Electronics and SK Hynix Hold Market Shares Around 70% → Established as a Core Industry for AI Infrastructure 2️⃣ The Real Change is the "Export Structure" → Past: Cyclical structure centered on steel and chemicals → Present: Expansion into K-Beauty, food, defense, and bio → Shift in structure towards high value-added industries 3️⃣ Common Characteristics of Profitable Companies → Revenue Growth + Increased Margins (Price Negotiation Power) → Expansion into Global Markets → Accompanied by Market Revaluation (Re-rating) 4️⃣ Promising Export Industries to Watch Now ✔ Semiconductors – Remain a Core Pillar ✔ K-Beauty – Rapid Rise in Global Market Share ✔ Defense – Orders → A Virtuous Cycle of Exports ✔ Bio – Reference-Based Orders Expand 5️⃣ Key Investment Strategy → Focus on “Globally Competitive Companies” → Check Structural Growth Rather Than Simple Export Growth → K-Shaped Growth Phase → Only Successful Industries Will Go Further 📊 One-Line Conclusion What matters more than export growth is ‘who takes it.’ #KOSPI #StockMarketOutlook #Exports #Semiconductor #SamsungElectronics #SKHynix #KBeauty #Defense #Bio #AI #GlobalEconomy #InvestmentStrategy #StockMarket #ETF #ForeignInvestorSupplyAndDemand #PER #PBR #KoreaEconomicTV #LeadingStocks #ReporterKimChiHyung -------------------------------- 🎯 Investment Judgment: Information is the Key. Check out fast and accurate key information now on the Korea Economic TV Official Telegram. 🎁 Free Subscription 👉 https://t.me/wowtv_official ------------------------------------------- △ Watch the Korean economy! △ We deliver fast and accurate economic and securities news 24 hours a day. △ Subscribe + Like! -------------------------------- ◇ Subscribe to Korea Economic TV YouTube https://bit.ly/45pz6GK ◇ Korea Economic TV YouTube LIVE    • Video   ◇ Collaboration and Business Inquiries [email protected] -------------------------------- ◇ Korea Economic TV Website: http://www.wowtv.co.kr Kakao Plus Friend: https://pf.kakao.com/_xbcxlxgd Twitter:   / hkwowtv   Facebook:   / hkwowtv   Program Schedule: https://bit.ly/47q2caY -------------------------------- ◆ Subscribe to Korea Economic TV Family Channels! News: [Hankyung TV News]    / 한국경제tv뉴스   Stocks: [WowNet]    / 와우넷w   Stock App: [StockWindow]    / stockw   Education: [Wow Academy] https://wowacademy.wownet.co.kr/ Global: [Wow Global] https://www.wowglobal.co.kr/ Real-time Investment Information: [Wow Quick] https://www.wowquick.co.kr/ -------------------------------- ※ If the screen appears blurry or distorted, please select 1080p quality in the settings. -------------------------------- ※ This content is for reference only for investment purposes, and you are solely responsible for any investment decisions.