AI 수혜주 지금은 반도체보다 '이것'

Pull the Trigger for Profits💥Red Trigger💥 Guide on How to Participate for Free 📈 Go to Free Training Room: https://band.us/n/aba0b5ScGes5m 📈 Join Free Stock Consultation: 02-2128-8566 📌 Pull the Trigger for Profits💥Red Trigger💥 Make sure to take advantage of the stock analysis and blind recommended stocks! Stay tuned! ========================================== ■ Red Trigger (Mon–Fri, 23:00–24:00) ■ Trigger Agent: Han Boram ■ Trigger Hunter: Park Jeongsik ========================================== ■ Trigger Headlines ✔️ SK Hynix ADR Shows Signs of Success... Semiconductors, Should I Buy or Not? ✔️ Seems Like We've Rested Enough... When Is the Timing for Bottom-Buying MLCCs and Substrates? ✔️ AI-Driven Power Shortage 'Severe'... Have Power Equipment and Nuclear Power Plants Bottomed Out? ■ Market Triggers ✔️ Semiconductors Samsung Electronics Valuation at Historical Low... "Possibility of Not Being Undervalued" SK Hynix, D-1 for US Listing... Memory Supercycle Test Meta Plans to Build 13 Trillion Won Data Center in Canada ✔️ MLCC & Substrate Global Big Tech Companies Begin Full-Scale Utilization of Proprietary AI Accelerators FC-BGA Price Hike in H2... "Supply Shortage Until 2028" Samsung Electro-Mechanics Raises Target Price..."Stronger and Longer Profit Cycle" ✔️ Power & Energy BofA: "US to Face Up to 100GW Power Shortage by 2030" Honam Semiconductor Industrial Complex Pushes for Early Power Supply by 2030 President Lee Holds Summit in Romania... "Strengthening Defense and Nuclear Power Cooperation" ——————————————————————— ■ Stock Analysis (7/9) · Paseco / 9,400 KRW / 30% · Peptron / 190,000 KRW / 10% · L&F / 177,000 KRW / 30% · Samsung Episis Holdings / 521,000 KRW / 30% · Qualitas Semiconductor / Buy Inquiry ---------------------------------------- ✔️ Recommended Stock: TES (095610) Semiconductor equipment company specializing in deposition equipment and dry etching equipment Plans to develop etching equipment for 5nm or smaller system semiconductors and 3D DRAM within the year Expanding core HBM process lineup... supplying back-side deposition equipment to mitigate warping Developing hybrid bonder equipment based on cooperation with Hanmi Semiconductor Buy Price: Below 145,000 KRW / Target Price: 172,000 KRW / Stop-loss: 129,000 KRW ✔️ Blind Recommended Stock: https://band.us/n/aba0b5ScGes5m Production and sales of respiratory, digestive, and circulatory drugs, etc. 173.5% increase in operating profit in Q1 2026... High growth in the circulatory treatment sector Pursuing expansion of new factory targeting completion in 2027; production capacity to increase 2.5-fold upon completion Pursuing expansion of health, beauty, and online businesses