7월 변곡점이 기회입니다 외국인이 60조 던진 역설적인 이유 | 염승환 LS증권 이사 1부 [이기자의 취재수첩]

*Filmed on: June 24, 2026 ⚡ AI-Selected Video Preview "SK Hynix Announces Record-Breaking NASDAQ ADR Listing: What Will Be the Impact on the Market?" 1. In-depth Analysis of SK Hynix's US NASDAQ ADR Listing Recently, SK Hynix announced the issuance of ADRs and a paid-in capital increase with the goal of listing on the US NASDAQ. Amid concerns about market price-increase and short-term volatility, we examine three key positive factors that will save your account in the mid-to-long term, including the effect of raising 45 trillion won in capital and resolving the undervaluation relative to Micron. 2. Has Synchronization Between Korean and US Stock Markets Broken? The Peculiar Relationship Between the Korean and US Markets We diagnose the shifting chronological order of US-Korean stock market coupling compared to the past, and the growing influence of the Korean market, which holds the world's top two spots in memory semiconductors. 3. From the Black Tuesday Crash to High Exchange Rates: Is the Domestic Market in Crisis? What was the cause that triggered the crash on Black Tuesday? We delve into concerns over the brain drain of Big Tech talent, issues regarding taxation on unrealized gains and losses and investment tax, and the truth behind the concentration of investments in leveraged ETFs that maximize volatility. Additionally, we analyze why the high exchange rate (1,540 won), the highest in 17 years, is due to the paradoxical "happy selling" (rebalancing) by foreign investors rather than an economic crisis. Along with a forecast for exchange rate stabilization in July, we present contrarian investment strategies to protect your accounts. 🎥Timeline 00:00 Highlights 00:26 Opening 00:52 SK Hynix ADRs and Capital Increase: What Will Be the Impact on the Market? 03:50 What Is the Key to Micron's Earnings? 06:16 Has the Synchronization Between the Korean and US Stock Markets Broken? 07:41 What Is the Impact of SK Hynix Becoming the No. 1 Market Cap Leader on the Market? 10:47 What Was the Cause of the Record-Breaking KOSPI Crash on June 23? 14:39 Highest Exchange Rate in 17 Years, Should It Be Viewed as a Warning Sign? 🎞️ How to Turn on Speech Subtitles Select the gear icon in the top right corner of the video → Select 'Subtitles' → Select 'Korean (Automatically Generated)' ✉️ Lecture and Collaboration Inquiries [email protected]