폭락장은 끝났나?...반등은 생각보다 빠르다 | 이건규 르네상스자산운용 대표ㅣ김치형 앵커

📺 Opening Market Part 2 (10:00–11:30) July 15, 2026 The domestic stock market, which had plummeted, has begun a strong rebound. In particular, we have summarized the topics investors are most curious about, including the semiconductor shortage, HBM price outlook, SK Hynix ADR premium, foreign investor supply and demand, and even which stocks you should switch to right now. 🔥 Key Points of This Video ✅ The Real Cause of the Recent Stock Market Crash Large-scale selling by foreign investors Increased volatility due to leveraged ETFs Learning effects from past semiconductor cycles triggering excessive fear ✅ Has the semiconductor industry really taken a downturn? AI cycle different from the past Continued memory supply shortage expected Possibility of shortage deepening until next year ✅ Is the KOSPI entering a bear market? There was a 20–25% correction, but A decline without a recession is different in nature Focus on the possibility of a rebound rather than further declines ✅ What is the current investment strategy? Even Loss-Making Stocks Need Cool-Paced Review Restructuring Centered on Leading Stocks with Fast Rebounds Prioritizing Semiconductors and Front-End Materials, Parts, and Equipment ✅ SK Hynix ADR Premium Why US ADRs Are More Expensive Possibility of Undervaluation in Domestic Base Stocks Prices Likely to Converge Eventually ✅ Big Tech CAPEX Outlook Continued Expansion of AI Investment by Meta and Others Increased Investment in AI Data Centers Expansion to Sovereign AI Demand ✅ HBM Price Outlook Expectations of Contract Price Increases Next Year Possibility of Further Profitability Improvement Semiconductor Earnings Momentum Expected to Continue 💡 If you are wondering which stocks to choose when the market is most unstable, and how to view the semiconductor sector right now, please watch until the end! 👍 If this was helpful, please like, subscribe, and turn on notifications. #Stocks #StockMarket #KOSPI #KOSDAQ #Semiconductor #SKHynix #SamsungElectronics #HBM #AIsemiconductor #AI #NVIDIA #Meta #Micron #ForeignInvestorSupplyAndDemand #ADR #SemiconductorInvestment #MaterialsPartsEquipment #FrontFrontProcess #Memory #DRAM #AIInvestment #DataCenter #SovereignAI #CAPEX #StockOutlook #StockMarketOutlook #DomesticStockMarket #InvestmentStrategy #ValueInvesting #GrowthStocks #ETF #LeverageETF #ForeignTrading #SharpRebound #BottomTheory #LeadingStocks #KOSPIOutlook #Hynix #Economy #ReporterKimChiHyung ────────────────────────── 🎬 Production Team PD: Park Pyung-won AD: Park Yul-chae FD: Lee Su-bin, Oh Chang-hwa, Kang Baek-ho ───────────────────────── ◆ Subscribe to the Korea Economic TV Family Channels! News: [Hankyung TV News] / Korea Economic TV News Stocks: [Money Farm Korea Economic TV] / @hkmoneyfarm Stock App: [Korea Economic TV Crypto] / @hktv_crypto Education: [Minerva Academy] https://www.minervaacademy.co.kr/