대체 저점은 어디?…삼전닉스 지금 팔까, 참을까 [몇층이세요] / YTN

Filming Date: July 8, 2026, 12:30 PM ◆ Asking Questions on Your Behalf ◆ If you leave a comment, we will select the most frequently asked questions and present them to the next guest. 00:30 1) Are the successive semiconductor warning signs a cause for concern? 04:58 2) How should we view Morgan Stanley’s (the "Grim Reaper of Semiconductors") theory of downsizing memory stocks? 08:27 3) Will Big Tech continue investing in AI? 13:11 4) Should we buy semiconductors now or cut back? 15:10 5) What signals should we look for regarding semiconductor weight adjustments? 19:10 6) What is the possibility of a rebound for neglected stocks amidst Samsung Electronics' volatility? 21:46 7) Will the shock from Hanwha Ocean’s failure to win the Canadian order continue? 24:52 8) Is expanded NATO cooperation an opportunity for defense stocks? 26:47 9) What is the current response strategy for Hyundai Motor in the 400,000 won range? 29:50 10) With falling international oil prices, should we look at power, aviation, and oil refining stocks now? Planning & Direction: Kim Kyung-ah ([email protected]) Filming: Son Min-sung ([email protected]), Lee Yu-jin ([email protected]) Production: Son Min-sung ([email protected]) Design: Kim Hyun-soo ([email protected]), Kang So-yoon ([email protected]) [Copyright (c) YTN. Unauthorized reproduction, redistribution, and use of AI data are prohibited.]