지금 바닥을 맞히려 하지 마세요. 먼저 봐야 할 것이 있습니다 | 성상현 부부장 [얘기좀합시다]

📌 Is the semiconductor crash the end of the AI ​​cycle, or just another wave of volatility? Deputy General Manager Sung Sang-hyun states that the most important factor in the current market is not stock prices, but rather looking at Big Tech investments. Why are Nvidia, Microsoft, and Google continuing to invest hundreds of billions of dollars in AI? Furthermore, what are the conditions for semiconductors to rise again, and what are the biggest variables moving forward? In this video, we discuss: Whether the AI ​​investment cycle is truly over Why Big Tech cannot stop investing The conditions for semiconductors to strengthen again The most important variables to watch in the market going forward The perspective long-term investors should adopt It may be more important to first understand what forces are moving the market right now, rather than looking at charts when you feel anxious. Do you believe the AI ​​cycle will continue? Please share your thoughts in the comments. 🎤 Special Guests Sung Sang-hyun, Deputy Head of Investment Strategy at the Korea Federation of SMEs 🎬 Creators Seo Dong-ju, U.S. Attorney (Host) Lee Jae-sang, PD (Planning) Park Jung-eun, PD (Director) #MoneyInTheTrap #Moint #moneyinthetrap #LetsTalk #SeoDongju #SungSanghyun #capex #BigTech #InterestRates #USTreasuryBonds #Semiconductor #Hynix #Leverage #JPMorgan