삼성전자 3분기 D램 가격 '20% 기습 인상' / 투자를 멈출 수 없는 빅테크. 발등에 불 떨어졌다.ㅣ이주연 이사

(July 3, 7:00 PM 815 Money Show Edited Version) 0:00 Director Lee Ju-yeon, 815 Money Talk 0:05 Are the increased market volatility and upward trend due to ETFs and supply and demand factors? 4:46 What impact did the Meta shock have on power equipment and AI infrastructure-related stocks? 11:17 Did OpenAI's IPO delay and concerns about AI monetization actually lead to a slowdown in semiconductor demand? 15:04 What implications could Samsung Electronics' push to raise DRAM prices have for the semiconductor market? Samsung Electronics, DRAM Price, Big Tech, Meta, AI Infrastructure, OpenAI, Semiconductor, Yeo Hyun-kyu-50,10,10 ----------------------------------------------------- 📌 [815 Money Talk Official Cafe] Investment materials are released daily! Direct Link: https://fanding.me/815moneytalk ◾ Columns by 815 Money Talk experts available ◾ Weekend ‘Real Market Overview’ e-book provided ◾ Active communication and information exchange among members! Don’t invest alone. Start now at the 815 Money Talk Cafe. ------------------------ 👉 Appearance requests, advertising & collaboration inquiries: [email protected] 👉 Download 815 Money Talk materials: https://cafe.naver.com/815moneytalk --------------------------