미 반도체 패권의 파트너 한국, 이젠 사이클 아니고 인프라 (빈센트 하나증권 연구위원 2부 7/16 녹화)

📌 Honest Insurance Experts! My Insurance Check 1800-7917 http://myinsurance-check.com -------------------------------------------------------------------------- 🔴00:00 Start! 🔴03:00 Security Assets: Core Assets of Hegemonic Powers and Semiconductors 🔴05:31 The Limitations of U.S. Manufacturing and the Strategic Importance of Korean Semiconductors 🔴15:03 Uncertainty in the Semiconductor Market, but Ultimately, 'Buy' 🔴19:35 AI Bottlenecks and Leading Stocks 🔴21:24 SK Hynix in HBM and Samsung Electronics in DRAM: Complementary 🔴23:20 Accumulating with a Long-Term Perspective in a Volatile Market 🔴30:37 Individuals' Value Judgment Criteria Unlike 'Rule-Based' Institutions and Foreign Investors 🔴32:24 Leverage Policy: A Signal for the Resolution of Uncertainty -------------------------------------------------------------------------- A deep blue light has turned on for SK Hynix and Samsung Electronics😱 Yet, should we 'still buy leading stocks'?🤔 Commissioner Vincent's 📕Still Buy Leading Stocks📕 ✔️The Key is 'Security It is 'assets.' Salt, iron, coal, oil... These are assets that hegemonic powers throughout history have always held onto tightly.💰 And right now, what the U.S. ranks as its number one national security priority is semiconductors.💥 However, the U.S. cannot manufacture semiconductors properly. Samsung Electronics and SK Hynix fill the void in that supply chain⭐ They have become essential partners for the U.S. to maintain its hegemony✔️ Commissioner Vincent's core argument is that this structure will not be easily shaken. HBM? DRAM? Which one should we buy between Samsung Electronics and SK Hynix? HBM is Hynix, the DRAM cycle is Samsung. What will be the result of this 'squabble'?💯 The KOSPI PER is at its lowest level since the financial crisis. We know it is cheap, but why can't we buy?😂 When the KOSPI plummets, should we just follow the institutional and foreign investors?🤔 'Yeojusa' summarizes it for you! ✨ Today's Key Points Definition of Security Assets — Salt, Iron, Oil, and Semiconductors: The Common Denominator of Hegemonic Powers The U.S. Lacking Power in Semiconductor Manufacturing — The Tacit Knowledge of Manufacturing Samsung Electronics vs. SK Hynix — HBM vs. DRAM Cycles: Which One Has the Advantage? KOSPI PER at 5.7x — Lowest Since Financial Crisis; Why You Can't Buy Even When Low Should You Just Follow Institutions and Foreign Investors? — A Judgment on Their 'Rules' #Vincent #SamsungElectronics #SKHynix #Semiconductor #SecurityAssets #HBM #DRAM #LeadingStocks #BuyLeadingStocks #KOSPI #PER #MemorySemiconductor #StillBuyLeadingStocks #EconomicInstinct 📌 Branded 출연 제작 및 Advertising Inquiries: [email protected] ▶CBS Reporter Who Asks Questions :    / @cbsasklive   ▶No Cut :    / @cbs_nocut   ▶Cereal :    / @creal.official   ▶CBS Economic Research Lab :    / @cbsnocutlab