돌아온 전력주 폭등! 전문가들 "반도체 비중 줄이세요" (2026년 7월 1일 장 마감)｜성공투자 오후증시｜파이널콜

📊 1. Market Close and Key Points *Record-Breaking Exports:* South Korea surpassed $100 billion in monthly exports for the first time in history, becoming the fourth country in the world to achieve this milestone. Semiconductor exports played a leading role, increasing nearly threefold compared to the same month last year [00:22]. *Burden of High Exchange Rates:* The exchange rate is approaching 1,560 won, and the quarterly average rate is expected to reach the 1,500 won range for the first time in 28 years. The possibility of intervention by foreign exchange authorities is increasing due to the weakening yen and the potential for a U.S. interest rate hike [01:22]. *Rotation of Neglected Stocks:* As stock prices fell due to profit-taking in large-cap semiconductor stocks such as Samsung Electronics and SK Hynix, active rotation of funds occurred, shifting to previously neglected sectors such as defense, power infrastructure, nuclear power, and construction [00:03], [02:30]. ** ⚡ 2. Analysis of Featured Sectors and Stocks Power and Cable (LS Group, etc.): Power stocks, which had undergone a correction following a steep surge, have rebounded. In particular, LS Electric showed strength as the leading transformer stock and received positive evaluations for its high profit margins, having secured over four years' worth of orders in North America. Iljin Electric, LS Electric, and the holding company LS were mentioned as top picks by experts [07:52], [10:44]. EcoPro Group Stock Paid-in Capital Increase: EcoPro BM's stock price plummeted after it disclosed a large-scale rights offering worth 1.2 trillion won. While this is a negative factor in the short term due to stock value dilution, it is projected to have a leverage effect in the mid-to-long term, as the raised funds will be used for nickel mines in Indonesia and global investments in Hungary. New entry was recommended at prices below 120,000 won [12:05], [14:59]. ⚡ 2. Analysis of Featured Sectors and Stocks Power and Cable (LS Group, etc.): Power stocks have rebounded after undergoing a correction following a steep surge. Large-cap Semiconductor Stocks (Samsung Electronics, SK Hynix): Closed lower as foreign investors continued selling due to factors such as BlackRock’s downgrade of its emerging market investment rating and caution regarding AI-related risks. Experts predicted a range-bound correction throughout July and recommended slightly reducing semiconductor weightings and shifting focus to undervalued, overlooked stocks (biotech, entertainment, etc.) [16:19], [22:10]. Construction and Data Centers (GS E&C): GS E&C surged nearly 20% on expectations of securing data center construction orders and nuclear power plant construction issues, showing a strong signal of breaking out of its bottom [18:44]. Nuclear Power (BHI): BHI, which possesses LNG piping technology as a partner of Doosan Energy, surged more than 10% along with earnings growth [23:30]. 📉 3. Final Closing Index KOSPI: Closed at the 8,303 level, falling more than 2% due to weakness in the two leading semiconductor stocks [34:12]. KOSDAQ: Closed at the 929 level, up 1.44%, driven by rallies in semiconductor materials, parts, and equipment (such as Jusung Engineering) and beauty and medical devices (Botox-related stocks) [30:09], [34:37]. 🎯 Today's Market Trends at a Glance Anchor Briefing 00:00 Final Call 05:27 Market Closing Report 29:03 Today's Exchange Rates 35:15 FIN 37:45 Guests: Anchor Lee Hye-soo, Caster Lee Dam-kyo Kim Sung-jun, Director at the Korea Economic Research Institute Hwang Ju-myung, CEO of Eco Research Lab Production: PD Lee Young-kyung, Writer Lee Hyun-ju, PD Lee So-hyun, FD Lee Su-bin, FD Oh Chang-hwa ------------------------------------------------- 🎯 Investment Decisions: Information is the Key. Check out fast and accurate key information now on the official Korea Economic TV Telegram. 🎁 Free Subscription 👉 https://t.me/wowtv_official ------------------------------------------------- ※ This content is for investment reference only. You are solely responsible for any investment decisions.