지금은 ‘닉스전자’…스페이스X는 이때를 노려라ㅣ빈센트 하나증권 리서치센터 채널전략팀 총괄 [몇층이세요]

Amid expectations that the KOSPI will reach 9,000 points, should one still buy leading stocks? As expectations grow that the Korean stock market has entered a new phase of revaluation, investors are grappling with whether to jump on the bandwagon of leading stocks now or continue holding onto semiconductor stocks that have already risen significantly. Vincent (Kim Du-eon), Head of the Channel Strategy Team at Hana Securities Research Center and author of *Still Buy Leading Stocks*, emphasizes that investors must first read the direction of change and observe where the state and capital are moving. In this session, together with Mr. Vincent, we examine whether semiconductors should still be viewed as leading stocks even after the surge in Samsung Electronics and SK Hynix; whether investors who missed the semiconductor bull market should enter the market now; and how existing investors should manage their average purchase price and portfolio weight. We also look at whether one should choose just one between Samsung Electronics and SK Hynix, whether HBM4 competitiveness will further widen the gap between the two companies' stock prices, and what variables SK Hynix's push for ADRs and Micron's earnings will affect semiconductor stock prices in the second half of the year. ** In addition, we examine the variables that could shake the domestic stock market, ranging from the SpaceX rally and the concentration of investment in US AI and space stocks, oil price stability and foreign investor supply and demand, Sovereign AI and security assets, the defense, shipbuilding, and space value chains, to the resolution of the "Korea Discount" and changes to the KOSDAQ system. Planning & Direction: Kim Kyung-ah ([email protected]) Filming: Son Min-sung ([email protected]), Park Mi-rae ([email protected]) Production: Son Min-sung ([email protected]) Design: Kim Hyun-soo ([email protected]), Kang So-yoon ([email protected]) [Copyright (c) YTN. Unauthorized reproduction, redistribution, and use of AI data are prohibited.]