ASML 호실적에도 반도체주 하락…결국 M7으로 다시 자금 모이나ㅣPPI도 예상밖 하락…금리인하 희망 살려낸 미증시ㅣ손석우ㅣ김태성ㅣ윤진

#USStockMarket #PPI #PriceIndicators #Fed #KevinWarsh #InterestRateFreeze #ASML #SemiconductorPeakTheory #Intel #M7 #BigTech #SwiftSector #Nvidia #Nokia #EdgeComputing #OilPriceVolatility #KoreaEconomicTV #Hangulma #HankyungGlobalMarket 📈 Host: Anchor Son Seok-woo 📈 Guests: ■ Yoon Jin | Black Quant Equity ■ Kim Tae-sung | Head of Star Investment 📌 Today's Market Key Summary • Following the CPI, the PPI also came in lower than expected, confirming a slowdown in inflation. Meanwhile, ASML's surprise earnings directly refuted the semiconductor peak theory, maintaining expectations centered on tech stocks. 🧩 Key Issues (8) 1️⃣ June Producer Price Index (PPI) falls short of expectations and confirms slowing inflation 2️⃣ Easing concerns about interest rate hikes in the second half of the year due to stabilizing oil prices 3️⃣ Fed Chair Kevin Warsh emphasizes Fed independence and searches for timing to freeze or cut rates 4️⃣ Easing concerns about the dot-com bubble due to increased stock and bond issuance volume and the need for earnings verification 5️⃣ ASML's surprise earnings announcement and upward revision of annual revenue forecasts 6️⃣ Expectations for semiconductor yield improvement through Intel's adoption of ASML's state-of-the-art lithography equipment 7️⃣ Supply and demand seesaw between M7 companies and chipmakers ahead of hyperscaler earnings announcements 8️⃣ NVIDIA and Nokia collaborate on AI wireless communication equipment development and edge computing 🧩 Market Summary • While the market is being supported by relief in inflation indicators and strong earnings from semiconductor equipment stocks, it is taking a breather ahead of the full verification of earnings guidance from Big Tech companies next week This is Jangse. 🎯 One-Line Summary 👉 While slowing inflation and strong earnings from semiconductor equipment stocks are driving the stock market, a battle over supply and demand continues ahead of Big Tech earnings announcements. △ 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 is [Hankyung TV News] / Korea Economic TV News Stocks is [Money Farm Korea Economic TV / @hkmoneyfarm] Stock App [Korea Economic TV Crypto] / @nktv_crypto Education is [Minerva Academy] attps://www.minervaacademy.co.kr/ -------------------------------- ※ If the screen appears blurry or pixelated, 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. ------------------------------------------------- 🎯 Investment decisions are all about information. Check out fast and accurate key information now on the official Korea Economic TV Telegram. 🎁 Free Subscription 👉 https://t.me/wowtv_official