반도체 HBM 수혜 끝? 역사적 관점으로 평가해봤자 말 안 되는 이유가 있습니다! 김학균 센터장이 말하는 다음 기회 잡기 위해 점검해야 할 진짜 변수들 I 멤버십 방송 I최경영TV

#ChoiKyungYoung #ChoiKyungYoungTV #ChoiMainstream #KimHakGyun #KOSPI #SamsungElectronics #Hynix This is an edited video of the Membership Live from July 24, 2026. Kim Hak-gyun / Head of Research Center, Shinyoung Securities 00:00 Why this crash is strange 04:19 The conclusion reached after analysis... It is an 'untrodden path' 10:02 Outlook for Chinese semiconductors and big tech companies read through CapEx 19:49 Structural reasons why the AI ​​narrative is being questioned 22:16 Why Trump isn't doing TACO 26:48 [Membership Q&A] Will foreign investors come in if the exchange rate drops?