[통합본] "이 구조로는 계속 가기 힘들어요"..역대급 실적 기대에도 반도체는 도대체 왜 떨어졌을까, AI 돈줄이 마르는 순간 닥칠 일 (f.윤지호 경제평론가) / 교양이를 부탁해

00:00 The stock market has always collapsed in unexpected places… The most dangerous weak link right now 02:50 Prices are rising again and defense spending is increasing… The reason the ‘mid-interest rate era’ has begun 06:58 Money is tied up around Nvidia… A structure where Korean semiconductors benefit 08:13 AI investment is skyrocketing, but money is coming in late… The dangerous time lag in Big Tech funding 13:43 "This is what I fear the most" Is the AI ​​ecosystem shaking? 16:17 It can't rise even with good news… The reason the market has changed since May 18:01 The index is rising, but only my account isn't… The reality of a narrow market 21:16 OpenAI loans are delayed and SK Hynix is ​​listing in the US… Cracks in the AI ​​funding supply 31:13 Real portfolio strategy to protect my account in the second half *Contributor: Yoon Ji-ho, Economic Commentator, Former Head of Research Center at LS Securities AI and semiconductor stocks have been shaken significantly. However, it is difficult to interpret this decline simply as a deterioration in the semiconductor industry. While Samsung Electronics and SK Hynix are still generating massive amounts of cash, the hyperscalers and AI companies upstream of them are continuing astronomical investments in data centers. The question is how long this funding can be sustained. As interest rates rise and the cost of capital increases, AI companies will have no choice but to rely on issuing stocks or refinancing, which are more expensive than bonds. Ultimately, if the AI ​​ecosystem fails to generate more cash than the money invested, the link in financing could break at some point. Why exactly did semiconductor prices plummet? Where is the weakest link in the AI ​​investment cycle? We examine the structure of the semiconductor market concentration and what will happen the moment the flow of AI funds dries up, with economic commentator Yoon Ji-ho. #PleaseTakeCareOfKyoyang #SamsungElectronics #SKHynix #AIsemiconductor #AIInvestment #Hyperscaler #OpenAI #NVIDIA #DataCenter #CostOfCapital #InterestRateHike #StockMarket #KOSPI #SemiconductorStocks #AIBubble #Refinancing #BigTech #InvestmentStrategy #YoonJiho [Kyoyang Production Team] Brand & IP Director: Han Dong-hoon / Writers: Son Ye-won • Yoo Jin-kyung / Editing: Kim Cho-a • Hyun Seung-ho • Song Kyu-beom / Content Design: Ok Ji-soo • Choi Heung-rak / Cinematography: Park Woo-jin / Interns: Baek Ga-eun • Lee Da-jin [Business Inquiries] Please Take Care of Kyoyang, 출연•Sponsorship•Content Inquiries: [email protected] Knowledge news that makes you smarter the more you listen, Please Take Care of Kyoyang @sbs_explained Copyright Ⓒ SBS. All rights reserved. Unauthorized reproduction, redistribution, and use for AI learning are prohibited.