[#찐시황] 마이크론 주가 급락.. 호르무즈 놓고 미·이란 충돌 / 다음 주 한국 증시 또 흔들리나 | 김동엽 대표

(Filmed on June 27, 2026, at 9:00 AM) 0:00 Kim Dong-yeop, CEO of S1 Investment Research Institute 0:17 Why has volatility in the domestic stock market increased when the US stock market was slightly bearish? 2:10 What are the major positive and negative factors affecting the market? 6:36 Are leveraged ETFs and the concentration on semiconductors the causes of the current increased market volatility? 10:04 What is the impact of AI-induced inflation and rising chip prices on consumption and semiconductor demand? 10:56 What are the characteristic sectors/stocks recently (semiconductor cluster, materials, parts, and equipment, department stores, etc.)? 13:02 Is the news of Samsung Electronics' trillion-dollar investment a positive development, or a concern regarding overcapacity expansion? 16:20 What is the most important checkpoint for the domestic stock market on Monday? 18:43 How much of a burden will the National Pension Service's rebalancing volume in July place on the market? 21:39 Should the current market be viewed as a bull market, or is it a market where only certain stocks are strong? 23:29 What kind of trend do you expect for the stock market in the future? 25:07 Should we focus on Samsung Electronics and SK Hynix, or on stocks that have fallen too much? 26:20 Which sectors are promising, such as semiconductors, semiconductor materials and components, stocks related to investment in the US, beneficiaries of the National Growth Fund, or tourism, casinos, and hotels? Samsung Electronics, Kim Dong-yup, SK Hynix, Semiconductor stocks, Semiconductor materials and components stocks, Stocks related to investment in the US, Beneficiaries of the National Growth Fund, Oversold stocks, AI-inflation, Volatile growth trend, KOSDAQ, National Pension Service, Kim Young-min PD-30/05/15 ------------------------------------------------------ 📌 We watch the news every day, but why is making judgments becoming increasingly difficult? Information is pouring in, but decisions are always one step behind. The problem is not the stocks themselves, but the lack of a 'standard' for viewing the market. [12-Week Practical Investment Summer School] 3-Person Master Class 👉 Apply: https://fanding.me/summer-school-s ☎ ARS Inquiry: 070-4769-0698 ※ We have opened a limited number of additional spots for those who missed out. Three leading experts from 815 Money Talk will teach their respective most confident strategies over the course of 12 weeks. ✅ Kim Hyung-cheol | Linkage Investment Method Read the flow from the U.S. to the domestic market first. (Discovering Rocket Lab → 12x, extending to domestic linkage stocks) ✅ Lee Ju-yeon | Turnaround Investment Method Secure stocks that are poised for success at the bottom that others have ignored. (Capturing the undervaluation of DL E&C and Daehan Petrochemical) ✅ Lee Ju-hyun | Simple Practical Investment Establish lifelong trading standards for when to buy and when to secure investments. However, even a good strategy is useless if you can't follow it to the end. That is why we designed it so that you can complete the course even if you join late. ▪ All past lectures provided as VOD → You can follow along from the beginning ▪ Key summaries provided weekly → Once via video, once via text ▪ Live Q&A questions + assignment feedback → You won't get stuck on your own ▪ Replay available for 2 months after the course ends → At your own pace Whether in a rising market or a volatile one 12 weeks to become an investor who makes their own judgments. This additional enrollment slot is the last chance to join under the same conditions. 👉 Apply : https://fanding.me/summer-school-s ☎ ARS Inquiry : 070-4769-0698 (*Limited recruitment for additional slots · Closes July 2) ------------------------------------------------------ 📌 [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 --------------------------