삼성전자·SK하이닉스, 지금은 싸게 모아야 할 때 / '이 가격' 깨지면 진짜 조심하세요.ㅣ김장열 본부장

(Filmed on June 29, 2026, at 2:10 PM) 0:00 Kim Jang-yeol, Head of Division at Unistory Asset Management 0:32 What are the recent stock price volatility issues regarding Samsung Electronics and SK Hynix, and the 2 quadrillion won investment in semiconductors? 3:57 What is the investment strategy regarding whether the semiconductor bull run has ended? 5:01 What are the concerns regarding the investment (CAPEX) and cash flow of Big Tech companies? 13:04 What are the expectations and trickle-down effects regarding Samsung Electronics and SK Hynix's 2 quadrillion won investment? 17:26 Is aggressive buying appropriate in a situation where foreign selling pressure is strong? 23:05 What is the validity of the bull market for leading stocks, and what is the importance of earnings announcements at the end of July? Samsung Electronics, Kim Jang-yeol, SK Hynix, Semiconductor Stocks, Big Tech, Earnings, Leading Stocks, Foreign Selling, Apple, Investment Strategy PD Kim Young-min - 75/05/15 ------------------------------------------------------ 📌 We watch the news every day, but why is making judgments becoming increasingly difficult? Information is pouring in, yet decisions are always a step behind. The problem is not the stocks themselves, but the lack of a 'standard' for viewing the market. [12-Week Practical Investment Summer School] 3-Person Master Class 👉 Apply: https://fanding.me/summer-school-s ☎ ARS Inquiry: 070-4769-0698 ※ We have opened a limited number of additional spots for those who missed out. Three leading experts from 815 Money Talk will impart their most confident strategies over the course of 12 weeks. ✅ Kim Hyung-cheol | Link Investment Method First, read the flow extending from the U.S. to the domestic market. (Discovering Rocket Lab → 12x, including domestic consolidated stocks) ✅ Lee Ju-yeon | Turnaround Investment Method Securing stocks poised for success at the bottom that others have ignored. (Capturing the undervaluation timing for DL ​​E&C and Daehan Petrochemical) ✅ Lee Ju-hyun | Simple Practical Investment Establishing lifelong trading standards for when to buy and when to secure your positions. However, even a good strategy is useless if you cannot follow it to the end. That is why we designed the course so that you can complete it even if you join late. ▪ All past lectures provided as VOD → You can follow along from the beginning ▪ Key summaries provided weekly → Once via video, once via text ▪ Live Q&A questions + assignment feedback → You won't get stuck on your own ▪ Replay available for 2 months after the course ends → At your own pace Whether in a rising market or a volatile one 12 weeks to become an investor who makes their own judgments. This additional enrollment slot is the last chance to join under the same conditions. 👉 Apply: https://fanding.me/summer-school-s ☎ ARS Inquiry: 070-4769-0698 (*Limited additional capacity · Closes July 2) ------------------------------------------------------ 📌 [815 Money Talk Official Cafe] Investment materials are released daily! Direct Link: https://fanding.me/815moneytalk ◾ Columns by 815 Money Talk experts ◾ Weekend ‘Real Market Overview’ e-book provided ◾ Active communication and information exchange among members! Don't invest alone. Start now at the 815 Money Talk Cafe. ------------------------ 👉 Appearance requests, advertising & collaboration inquiries: [email protected] 👉 Download 815 Money Talk materials: https://cafe.naver.com/815moneytalk --------------------------