"핵심은 반도체와 AI의 펀더멘털" 지금 시장에서 중요한 것 | 서재형의 투자교실

■ [Closing Today] Join Teacher Seo Jae-hyung’s Investment School Summer Semester: https://us-campus.co.kr/products/acad... Admission applications close today (May 24). Hello, fellow students. This is Teacher Seo Jae-hyung. The market has been taking a bit of a breather recently. There are various reasons for this, including government bond yields, oil prices, supply and demand, and a correction following a significant short-term rise. However, the important question is whether the fundamentals of semiconductors and AI have been broken. AI is now moving beyond the stage of chatbots that simply answer questions, and is moving toward the era of 'digital workers' who perform tasks in place of humans. This requires more computation, and won't it necessitate more semiconductors, data centers, and power infrastructure? The topic we will study together today is the causes of the recent market correction, along with the key points you must check and study from NVIDIA's earnings announcement. Good companies are bound to reveal themselves more clearly during market corrections. Rather than being swayed by impatience, I hope you will calmly examine what the essence is. Thank you. Pat Pat [Filming Date: 2026.05.20] --- 00:00 Preview of Today's Class 01:08 Investment Class Motto 01:27 Review of Recent Market Conditions 06:56 Today's Pat Pat 07:04 Review of Recent Market Conditions 08:19 The Core of the AI ​​Industry Emphasized by Jensen Huang 17:24 Key Points to Check Before NVIDIA Earnings Announcement --- [Reference Articles] Yonhap News https://www.yna.co.kr/ [KOSPI] Down 62.71p (0.86%) to 7,208.95 (Market Close) 26.05.20 Yonhap News The Korea Economic Daily Global Market https://www.hankyung.com/globalmarket/ Nasdaq Falls 1.3% as Bond Yields Surge Due to Inflation Concerns 26.05.19 Kim Jung-ah Guest Reporter Investing.com https://kr.investing.com/ Oil Price Fall in 2026 Amid Oversupply: Goldman Sachs Jan. 12, 2620 Reporter Vahid Karaahmetovic The Korea Economic Daily Global Market https://www.hankyung.com/globalmarket/ US 30-Year Treasury Yield at 5.20%... Possibility of Fed Rate Hike Rises May 20, 2620 Correspondent Park Shin-young Newsis https://www.newsis.com/ SpaceX Listing Countdown... Musk Makes Bold Move After 16 Years May 20, 2620 Reporter Park Mi-sun News1 https://www.news1.kr/ Tension at Peak Ahead of Nvidia Earnings... "Market Cap Opens Up to 535 Trillion Won Each" May 20, 2026, Reporter Shim Ki-rim AI Times https://www.aitimes.kr/ "Turning AI Vision into Results"... Dell Technologies Unveils Large Number of AI Infrastructure Solutions, Accelerating Enterprise-Scale AI and HPC Workloads May 19, 2026, Reporter Choi Kwang-min AI Times https://www.aitimes.kr/ [Special Report] "AI, From Infrastructure to Personal Assistants"... Google Declares 'Agentic Gemini' Era at 'Google I/O 2026' May 20, 2026, Reporter Jeong Han-young Yonhap News https://www.yna.co.kr/ Nvidia to Release 260,000 GPUs to Korea... 'AI Alliance' with Samsung, SK, and Hyundai Motor October 31, 2525 | Reporter Kang Tae-woo ※ This video is provided for educational and informational purposes only and does not offer 1:1 investment consultation, asset management, or fund management services to individual investors. All investment decisions and responsibilities lie with the individual, and liability for the results of the investment process also rests with the individual. Please note that the provider of this service is a quasi-investment advisory business registered with the Financial Services Commission and is not a formal financial investment business operator (investment advisory business, discretionary investment management business, etc.).