또 사이드카, 패닉 또 패닉...반도체 버티면 승리하나요ㅣ김장열ㅣ이권희ㅣ이진우

▶ July 10, 2026 K-Stock Live ▶ Mon–Fri 13:00 🎙 Host: Anchor On In-ju Guests: Lee Jin-woo, Director of GFM Investment Research Institute; Kim Jang-yeol, Head of Research Center at Unistory Asset Management; Lee Kwon-hee, CEO of Wizwave 📊 SK Hynix ADR Success… Semiconductor, What is the Current Strategy? ▶ Sharp Rebound in Semiconductors, Caution in Chasing the Rise → Investment Sentiment Recovers as Concerns Over AI Investment Ease → Inflow of Bargain Buying Centered on Semiconductors and Materials/Components → Chasing the Rise After Short-term Surge Is a Burden ▶ Concerns Over AI Investment Slowdown Are Excessive → Meta Reaffirms Expansion of AI Data Center Investment → Concerns Over Slowing Semiconductor Demand Significantly Resolved → Assessment that Foreign Firms' Pessimism Was Excessive ▶ KOSPI 'Rebounds'… Trend return is not yet → Forecast for a trading range between 7,200 and 8,200 → Entering a technical rebound phase after a sharp decline → Expected to be a process of absorbing selling pressure rather than breaking through previous highs ▶ Semiconductor fundamentals remain robust → Demand for AI memory continues → Slowing operating profit growth rate ≠ Deterioration in earnings → Analysis suggests it is still too early to judge a 'peak-out' ▶ How should Samsung Electronics and SK Hynix respond? → Opinion that there is little reason to sell right now → Focus on mid-to-long-term demand rather than short-term volatility → Divided trading is more advantageous than chasing the rally ▶ What is the significance of SK Hynix ADRs? → Expectations for increased accessibility for global investors → Limited possibility of short-term premium → Expectations for long-term revaluation of corporate value ▶ Differentiation by stock in the biotech sector → HLB plunges due to FDA supplementary requirements → Peptron hits lower limit due to weakened technology expectations → Weight given to individual issues rather than the biotech sector as a whole ▶ Future checkpoints → SK Hynix ADR trading flow → Changes in foreign investor supply and demand and exchange rates → Whether there will be further gains after absorbing semiconductor sell orders #SamsungElectronics #SKHynix #SamsungElectroMechanics #ADR #Rebalancing #MegaProject #Meta #AI #Tesla #DataCenter #Semiconductor #MemorySemiconductor #HBM #DRAM #NAND #SOCAMP #HyundaiMotor #Kia #Hybrid #NVIDIA #VeraRubin #MLCC #SamsungElectroMechanics #LGElectronics #SK #LS #LSElectric #Leverage #InterestRateHike #FOMC #LGElectronics #SecondaryBattery #MSCI #SpaceX #LGGroup #LGElectronics #LGEnnotek #SK #JensenHuang #NVIDIA #Trump #Robot #SamsungElectroMechanics #Alteogen #NAVER #Kakao #MLCC #TES #HanmiSemiconductor #HyundaiMobis #HyundaiAutoEver #HDHyundaiHeavyIndustries #HDConstructionMachinery #HyundaiAutoEver #ATLAS #BostonDynamics #Robotics #PhysicalAI #Rainbow #Robotis #DaehanWire #GaonWire #HyosungHeavyIndustries #Strike #Engine #Battery #Iran #MiddleEast #Ceasefire #Hormuz #OilPrice #CrudeOil #Israel #USA #KOSPI #KOSDAQ #Alteogen #EcoPro #Tesla #LGEnsol #SKSquare #SKCNC #HanwhaAero #Celltrion #ShareholderMeeting #HYBE #DefenseIndustry #SamchundangPharmaceutical #HanwhaVision #HanmiSemiconductor #BTS #Leverage #Inverse #MaterialsPartsEquipment #Space #Cosmetics #APR #Shipbuilding #HDHyundai #SamsungHeavyIndustries #HanwhaOcean #MASRAGA #PhillyShipyard #Equipment #EcoProBM #Telecom #SolarPower #RFHIC #MiraeAsset #SpaceX #LIGNex1 #Cheongung #HanwhaSystems #KoreaAerospace #Poongsan #STO #Stablecoin #Bitcoin #EV #ESS #Listing #WindPower #NuclearPower #DoosanEnerville #KEPCO #Construction #HyundaiConstruction #DaewooConstruction #DL #Google #Algorithm #AutonomousDriving #TurboQuant #Google #Chart #ForeignInvestors #Institutions #Options #Futures #Valuation #InvestmentStrategy #POSCOFutureM #Dow #NASDAQ #Philadelphia #TreasuryStock #Gossip #Backstabbing #KStockLive #StockMarketDeepTalk #KoreaEconomicTV Director: Yang Kyung-sik PD Writer: Kwon Su-ji Assistant Director: Cha Ju-eun AD -------------------------------- 🎯 Investment Judgment, Information is the Key to Success Check out fast and accurate key information now on the official Korea Economic TV Telegram. 🎁 Free Subscription 👉 https://t.me/wowtv_official ------------------------------------------- △ 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...