"버블은 시작도 안 했다"…지금은 하이닉스보다 삼성전자? [몇층이세요] / YTN

◆We Ask Your Questions on Your Behalf◆ Please leave your questions in the comments, and we will select the most frequently asked questions to the next guest. Amidst volatile market conditions, should we focus on Samsung Electronics rather than SK Hynix right now? Samsung Electronics and SK Hynix are neck and neck for the top spot in market capitalization. With SK Hynix taking the lead and Samsung Electronics catching up, investors' concerns have grown. As the market repeated rebounds, declines, and rebounds today following yesterday's sharp drop in the KOSPI that triggered a circuit breaker, it is now time to determine whether this correction should be viewed as a supply and demand shock or as fatigue from the market's over-reliance on semiconductors. In this session, we will examine the background of the KOSPI's sharp decline and investment strategies for Samsung Electronics and SK Hynix with Lee Kwon-hee, CEO of Wizwave. While CEO Lee identifies rebalancing selling by foreign investors and global pension funds as the primary cause, he states that it is difficult to conclude that the semiconductor cycle itself has broken down. Furthermore, suggesting that one must focus on Samsung Electronics' price attractiveness if forced to choose between the two right now, he presents a strategy for dealing with the market correction based on the view that "buy if it drops more than 5% during the trading session" and "the bubble hasn't even started yet." He also examines Micron's earnings announcement, SK Hynix's push for ADRs, the possibility of a counterattack with Samsung Electronics' HBM4, the National Pension Service's rebalancing and leveraged investment risks, as well as the potential for warmth to spread to overlooked stocks such as Naver, Hyundai Motor, LG Electronics, shipbuilding, defense, and nuclear power. 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]) #SamsungElectronics #SKHynix #LeeKwonHee [Copyright (c) YTN. Unauthorized reproduction, redistribution, and use of AI data are prohibited.]