[#긴급시황] 반도체 수출은 사상 최고인데… 삼성전자는 급락하는 이유 / 코스닥, 이제 상승 시작하나? | 박현상 이사

(Filmed on July 1, 2026, 12:00 PM, 'During Market Hours') 0:00 Park Hyun-sang, Director at Pocket Investment Advisory 0:12 Why did the KOSPI plummet today, and why is the KOSDAQ showing such high volatility? 1:54 What is the significance of quarter-end rebalancing and institutional selling? 5:02 Why is the KOSDAQ holding up even as EcoPro BM plunges? 7:01 Why have BlackRock and overseas institutions started to be wary of Korean AI and semiconductors? 9:44 How should Samsung Electronics and SK Hynix respond right now? 12:07 How much of a concern should pension fund selling be? 15:54 What are the characteristic sectors or stocks today? 18:36 Which industries will opportunities arise from mega-projects and power infrastructure investments? 19:32 How should we approach power equipment and rotational trading stocks right now? Samsung Electronics, Park Hyun-sang, Semiconductor Stocks, SK Hynix, Power Equipment Stocks, Secondary Battery Stocks, Construction Stocks, Oversold Stocks, KOSPI, KOSDAQ, Pension Funds, EcoPro BM, GS E&C PD Kim Young-min - 30/05/15 ----------------------------------------------------- 📌 [815 Money Talk Official Cafe] Investment materials are released daily! Direct Link: https://fanding.me/815moneytalk ◾ Columns by 815 Money Talk experts released ◾ 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. -------------------------- 👉Apply for appearance, advertising & collaboration inquiries [email protected] 👉Download 815 Money Talk materials https://cafe.naver.com/815moneytalk --------------------------