반도체 착시 속지마세요 코스피 지금 약세장입니다 (이영훈 iM증권 서울금융센터 이사, 반종민 프레스티지 경영전략연구소 소장)

🔥 Apple Shakes Semiconductor and the Chipflation Controversy Apple Publicly Mentions Burden of Rising Memory Prices Price Conflict Between Micron and Apple Exposed Concerns Over Increasing Burden of AI Infrastructure Investment Costs Overall Correction in US Semiconductor Stocks 🧠 Rumors of OpenAI IPO Postponement and AI Investor Sentiment The New York Times Reports Possibility of OpenAI IPO Postponement IPO to be Considered Next Year if Targeting $1 Trillion in Enterprise Value Possibility of Enterprise Value Adjustment if IPO is Early ⚔️ US-Iran Conflict and Oil Price Variables Iranian Ship Attack and US Retaliation Reports of Agreement to Halt Attacks Between Two Nations Possibility of Meeting This Week Highlighted 📱 Possibility of Apple Using Chinese Memory Chinese Companies such as Changxin Memory (CXMT) Mentioned Assessment that Realistic Likelihood is Low Neither Apple nor the White House Has Official Stance 📈 Outlook for Samsung Electronics and SK Hynix Maintaining Expectations for Long-Term Semiconductor Cycle Supply and Demand Burdens Increasing Over Valuation Burdens Continued Expectations for SK Hynix Shareholder Returns Increased Pressure for Shareholder Returns Also Attracting to Samsung Electronics 🏗 Expectations for Government Mega Project Announcement Semiconductor / Data Center / Physical AI Expected Investment Plan Centered on 3 Major Pillars 💰 Supply and Demand and Pension Fund Rebalancing Semi-annual rebalancing proceeds until the end of the month Whether pension fund weightings are adjusted is critical Whether the concentration on semiconductors eases is key 📉 July Investment Strategy Split buying during sharp declines Maintain cash weight Response centered on semiconductors Still conservative approach to KOSDAQ 🏛 KOSDAQ 30th Anniversary Event Expectations for KOSDAQ revitalization policies Need to redefine the role of the venture market Growing demands for investor-friendly policies The fastest way to check today's key strategies Money Plus, every morning from 07:00 to 08:20 ■ Anchor: Lee Ye-eun ■ Guests: Lee Young-hoon, Director, iM Securities Seoul Financial Center / Ban Jong-min, Director, Prestige Management Strategy Research Institute ■ Production Team: PD Nam Ki-tae, AD Cheon Su-bin, AD No Min-ju, FD Byun Mi-hyun, FD Kim Han-byeol, FD Kang Baek-ho #SamsungElectronics #SKHynix #Apple #Micron #MemoryChip #PensionFund ────────────────────────── 💛Money Plus Telegram Channel: https://t.me/+1GPgycGQ-C1iYTU1 ────────────────────────── ※ If the screen appears blurry or pixelated, please select 1080p quality in the settings. ⚠️ Viewing Precautions ※ This content is for reference only for investment purposes; you are solely responsible for any investment decisions. #KoreaEconomicTV #WowNet #StockWindow #Partner #Economy #Securities #Wow #WOWTV