삼성전자, SK하이닉스 조정 받으며 시장이 정상화 되고 있다 / 7월 돈 몰릴 빈집 종목은 ‘ 여기 ’ㅣ이권희 대표

(Filmed on July 1, 2026, at 8:20 AM, from 'Pre-market') 0:00 Wizwave CEO Lee Kwon-hee 0:05 Why did BlackRock reduce its weighting in Korean and Taiwanese semiconductors and increase its weighting in US tech stocks? 2:48 How should we interpret the forecast that the Won-Dollar exchange rate could reach 1,600 won? 4:40 What is the market impact of remarks by a US Federal Reserve official regarding the possibility of further interest rate hikes? 8:24 What is the cause of the recent surge in the Won-Dollar exchange rate? 10:20 Can we expect a positive impact on the Korean stock market despite the rise in the US stock market? 12:08 Why should we pay attention to undervalued stocks with improving earnings that have been oversold by institutions? 14:01 Why are sectors bought by foreign investors and semiconductor equipment stocks performing strongly? 16:46 What is the significance of the upward revision of Samsung Electro-Mechanics' target price and the expansion of MLCC demand? 17:45 Why is Naver undervalued? 18:42 Which stocks should you pay attention to in the second half of the year, besides the existing AI leading stocks? 21:24 Which stocks could become targets for rotation trading after the concentration on Samsung Electronics and SK Hynix? Korea Semiconductor, Lee Kwon-hee, Leading Stocks, Semiconductor Stocks, Semiconductor Equipment Stocks, Samsung Electronics, SK Hynix, Samsung Electro-Mechanics, Naver, KRW/USD, BlackRock, 815 Money Talk PD Kim Young-min - 30/10/10 ----------------------------------------------------- 📌 [815 Money Talk Official Cafe] Investment materials are released daily! Direct Link: https://fanding.me/815moneytalk ◾ Columns by 815 Money Talk experts released ◾ 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. -------------------------- 👉Apply for appearance, advertising & collaboration inquiries: [email protected] 👉Download 815 Money Talk materials: https://cafe.naver.com/815moneytalk --------------------------