“빅테크 수상한 움직임 포착” 개미투자자 지금이라도 반도체 손절해야 할까?ㅣ홍춘욱 박사

#HongChunWook #KOSPI #SamsungElectronics #SKHynix (Produced by Seo Jae-min, Shin Se-bin, Lee Woo-cheol, Byun Ha-yoon) Recording Date: June 29, 2026 00:25 Is the KOSPI 10,000 Era Actually Possible? 02:20 Possibility of KOSDAQ Recovery 04:52 Fundamentals of the Korean Stock Market Excluding Semiconductors 05:17 Should We Be Wary of a Market Over-Concentrated on Semiconductors? 05:58 Should the Rotation Trading with Decreasing Semiconductor Weighting Be Viewed as a Negative Signal? 06:56 Things to Check When Starting to Invest at KOSPI 9,000 08:01 Asset Allocation Principles for a Polarized and Volatility Market 08:43 The Impact of National Pension Service Rebalancing on the Korean Stock Market 10:22 Key Principles for Implementing National Pension Service-Style Long-Term Asset Allocation via ETFs 12:46 Criteria for Selecting Currency-Exposed vs. Currency-Hedged Types When Investing in Overseas ETFs 15:03 United States Criteria for Selecting Domestic and U.S. Listed ETFs When Investing in Indices 16:40 Precautions for Investing in New Thematic ETFs 17:33 Recommended ETF Investment Strategies for the Current Situation 19:03 The Impact of the Unstable Middle East Situation on Oil Prices and Stock Markets 20:13 The Reason Why the Price of Gold, a Safe-Hand Asset, Has Fallen 23:48 The Reason Why the Won-Dollar Exchange Rate Cannot Fall from the 1,500 Won Range 26:04 The Impact of Prolonged High Exchange Rates on the Korean Economy 26:34 How Should We View the Fed's Stance on Hiring Benchmark Interest Rates 29:38 The AI ​​Bubble: Which Phase Is It Currently In? 32:06 A Message to Viewers "A Perspective on the World, Global Media" ▶ Subscribe to Segye Ilbo YouTube http://goo.gl/15RyKK Official Website http://www.segye.com Official Facebook   / segyetimes