[코스닥 30년] 삼전닉스가 멈춰야 코스닥 간다 "그리고..외인 매수·정책 수혜주 주목"ㅣ최창규 미래에셋자산운용 ETF 컨설팅 본부장ㅣ나승두 SK증권 연구위원

▶ 20260701 K-Stock Live ▶ Mon–Fri 13:00 🎙 Guests Anchor On In-ju Choi Chang-gyu, Head of ETF Consulting at Mirae Asset Management Na Seung-doo, Research Fellow at SK Securities 📊 KOSDAQ, Is a Rebound Possible? Key Points ▶ Current KOSDAQ Situation *Trends diverging from the KOSPI semiconductor strength* *When Samsung Electronics and SK Hynix are strong, the KOSDAQ is relatively weak* *Capital shifts to KOSDAQ when the semiconductor sector is slow* ▶ Reasons for KOSDAQ's sluggish performance *Overwhelming competitiveness of large-cap AI and semiconductor stocks* *Limited market liquidity* *Investor funds concentrated in KOSPI* ▶ Positive Changes *Increased net buying by foreign investors in KOSDAQ* *Rise in companies with improved earnings* *Continued policy expectations* ▶ Sectors to Watch *AI Value Chain* *Semiconductor Materials, Parts, and Equipment* *Back-end Processing, Substrates, MLCC, Power Infrastructure* *Bio (Earnings-based companies)* *Robotics, Space Industry, ESS* ▶ KOSDAQ Policy Points *Stricter listing maintenance standards* *Delisting of penny stocks* *Pushing for the introduction of a promotion/reduction system* *Support for the National Growth Fund* ▶ Concerns raised by experts *Potential 'stigma effect' from the promotion/reduction system* *Concerns about shrinking growth opportunities for tech companies* *Outflow of representative KOSDAQ companies due to transfer listings to KOSPI* ▶ Checkpoints for the second half *✔ Whether AI investment expansion will continue* **✔ Trends in the Top Two Semiconductors ✔ US Interest Rate Direction ✔ Government Policy Momentum 💡 Conclusion The key factors for the KOSDAQ are AI, earnings, and policy. It is expected that separating the wheat from the chaff will become increasingly important, focusing on companies with strong performance and competitiveness rather than relying on mere expectations. #KOSDAQ #30thAnniversary #NationalGrowthFund #MegaProject #SKHynix #SamsungElectronics #Semiconductor #Micron #MLCC #LowPowerDRAM #Robotics #PharmaceuticalsBio #SecondaryBattery #ETF #Leverage #HyundaiMotor #BostonDynamics #ATLAS #NationalPensionService #Rebalancing #ADR #NASDAQ #MSCI #InterestRate #FOMC #InternationalOilPrices #MiddleEastRisk #SKSquare #SamsungC&T #SamsungLifeInsurance #SamsungElectronicsPreferred #SamsungElectronicsPreferred #PowerStocks #NuclearPowerStocks #SamhwaCapacitor #SKSquare #SamsungC&T #SamsungLifeInsurance #HoldingCompany #GlassSubstrate #MLCC #SamsungElectronics #SKC #MaterialsPartsEquipment #Equipment #WonikIPS #EugeneTech #Tess #JusungEngineering #PSK #SamsungElectronics #LGInnotek #Simtek #DaeduckElectronics #Oracle #WonikIPS #EugeneTech #FrontEndProcess #BackEndProcess #DepositionEquipment #SecuritiesStocks #RetailStocks #DepartmentStoreStocks #ConsumerStocks #SecondaryBattery #LGEnergySolution #ESS #NationalPensionService #Rebalancing #MiddleEastRisk #Iran #HyundaiMotor #LGElectronics #SecondaryBattery #Robot #SamsungElectroMechanics #JensenHuang #NVIDIA #HyundaiAutoEver #Atlas #BostonDynamics #Robotics #PhysicalAI #Rainbow #Robotis #DaehanWire #GaonWire #HyosungHeavyIndustries #Strike #Engine #Semiconductor #HBM #DRAM #NAND #Battery #Iran #MiddleEast #PowerOutage #Ceasefire #Hormuz #OilPrice #CrudeOil #USA #Kuwait #ETF #LeverageETF #KOSPI #KOSDAQ #Alteogen #EcoPro #Tesla #LGEnsol #SKSquare #HanwhaAero #Celltrion #ShareholderMeeting #HYBE #DefenseIndustry #SamchundangPharmaceutical #HanwhaVision #HanmiSemiconductor #BTS #Leverage #Inverse #Airborne #MaterialsPartsEquipment #Space #Cosmetics #APR #AbleCNC #Shipbuilding #HDHyundai #SamsungHeavyIndustries #HanwhaOcean #MASRAGA #PhillyShipyard #Equipment #EcoProBM #Telecom #RFHIC #MiraeAsset #SpaceX #LIGNex1 #Cheongung #HanwhaSystems #KoreaAerospace #Poongsan #STO #Stablecoin #Bitcoin #EV #ESS #Listing #SolarPower #WindPowerNuclearPower #DoosanEnerville #KEPCO #Construction #HyundaiConstruction #DaewooConstruction #DL #Google #Algorithm #AutonomousDriving #TurboQuant #Google #Chart #Foreigners #Institutions #Options #Futures #Valuation #InvestmentStrategy #POSCOFutureM #SamsungBio #Dow #NASDAQ #Philadelphia #TreasuryStock #KStockLive #KoreaEconomicTV Director: Producer Yang Kyung-sik Writer: Kwon Su-ji Assistant Director: Assistant Director Cha Ju-eun -------------------------------- 🎯 Investment Decisions: Information is the Key. Check out fast and accurate key information now on the official Korea Economic TV Telegram. 🎁 Free Subscription 👉 https://t.me/wowtv_official ------------------------------------------- △ Watch the Korean economy! △ We deliver fast and accurate economic and securities news 24 hours a day. △ Subscribe + Like! -------------------------------- ◇ Subscribe to Korea Economic TV YouTube https://bit.ly/45pz6GK ◇ Korea Economic TV YouTube LIVE    • Video   ◇ Collaboration and Business Inquiries [email protected] -------------------------------- ◇ Kor...