끝없는 하락에 두려울땐... "아무것도 하지 말자" | 염승환 LS증권 이사ㅣ김치형 앵커

📺 Opening Market Part 2 (10:00–11:30) July 13, 2026 📉 Will the KOSPI Break the 7,000 Mark? SK Hynix Plunges—Should You Sell Now or Hold On? 🔥 The market showed significant volatility once again today. Investor anxiety is growing as a combination of factors—SK Hynix's plunge, controversy over the semiconductor market peaking out, foreign selling, and a decrease in individual investor deposits—come together. 💡 Ultimately, what matters is 'fundamentals' rather than 'fear'. In a market crash, the most difficult thing is not responding, but managing one's emotions. In this video, we will summarize not only the causes of the decline, but also which sectors to focus on going forward, and what strategies investors should adopt right now. 🎯 Key Points of This Video ✅ Reasons for SK Hynix's Plunge Reignited Controversy Over Memory Peak-out Impact of Downward Adjustments in Earnings Estimates End of Momentum from ADR Listing Increased Selling by Foreign Investors ✅ When Will the Foreign Selling End? Whether Rebalancing Is Complete Impact of Decrease in Individual Deposits Checking the Timing of Supply and Demand Recovery ✅ Should You Sell Semiconductors Now? Is Now the Right Time to Cut Losses? Reasons to Hold On How to View the Memory Peak-out ✅ Market Changes in the Second Half Possibility of Ending the Semiconductor Dominance Outlook for Sector Rotation Shift to an Earnings-Oriented Market ✅ Key Points for This Week 🇺🇸 US CPI Release 🏛️ FOMC Interest Rate Outlook 🇰🇷 Bank of Korea Monetary Policy Committee 📈 Market Strategy After Interest Rate Hike #KOSPI #SKHynix #SamsungElectronics #Semiconductor #MemorySemiconductor #PeakOut #Stocks #StockInvestment #StockMarketOutlook #KOSPIOutlook #USMarket #NASDAQ #ADR #ForeignSelling #InstitutionalSelling #RetailInvestors #SectorRotation #BankStocks #CosmeticsStocks #HotelStocks #ShipbuildingStocks #DefenseStocks #PowerEquipment #ConstructionMachinery #EarningsStocks #Valuation #FOMC #USCPI #BankOfKorea #MonetaryPolicyCommittee #InterestRateHike #ExchangeRate #AISemiconductor #SKHynixOutlook #SamsungElectronicsOutlook #DomesticStockMarket #InvestmentStrategy #YeomSeungHwan #LSSecurities #ReporterKimChiHyung ────────────────────────── 🎬 Production Team PD: Park Pyeong-won AD: Park Yul-chae FD: Lee Su-bin, Oh Chang-hwa, Kang Baek-ho