IT 산업의 초과 수익률은 진행형?!

00:00 Opening 00:31 US Stock Market Trends Last Week 01:58 Review of US Economic Situation 05:19 Inflation and Interest Rate Trends 15:15 IT Industry *Yuanta Securities Website: https://www.myasset.com/myasset/main/...

Time to Sow the Seeds: What’s the Market’s Next Move?
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Time to Sow the Seeds: What’s the Market’s Next Move?

[LIVE] 2026년 7월 투자 전략 특별 라이브! (다시보기 X)
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[LIVE] 2026년 7월 투자 전략 특별 라이브! (다시보기 X)

Live on 7/1(수) 미국이 빚 내가면서 AI에 돈을 쏟는 이유 (성상현 부부장 / 중소기업중앙회)
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Live on 7/1(수) 미국이 빚 내가면서 AI에 돈을 쏟는 이유 (성상현 부부장 / 중소기업중앙회)

Is a Shift in Second-Half Market Leaders Coming? The Chipflation Shock… Will Memory Stocks Be Oka...
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Is a Shift in Second-Half Market Leaders Coming? The Chipflation Shock… Will Memory Stocks Be Oka...

[이항영의 히트앤 비트] 반도체 불안할 때 50년간 검증된 최고의 헤지 전략 / 머니투데이방송 (증시, 증권)
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[이항영의 히트앤 비트] 반도체 불안할 때 50년간 검증된 최고의 헤지 전략 / 머니투데이방송 (증시, 증권)

IPO FOMO vs. Record-High Earnings Growth — Checking Valuations of KOSPI, NASDAQ, and S&P 500
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IPO FOMO vs. Record-High Earnings Growth — Checking Valuations of KOSPI, NASDAQ, and S&P 500

"Hundreds of trillions are on the move": What is the impact of this rebalancing? - Kim Hak-kyun, ...
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"Hundreds of trillions are on the move": What is the impact of this rebalancing? - Kim Hak-kyun, ...

여기서 주식시장 무너지면 모든 게 끝납니다 (성상현) | 인포맥스라이브 260623
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여기서 주식시장 무너지면 모든 게 끝납니다 (성상현) | 인포맥스라이브 260623

The 'Signal' That Will Flip Tesla's Stock, The Chilling Event Coming Later This Year [Realconomy]
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The 'Signal' That Will Flip Tesla's Stock, The Chilling Event Coming Later This Year [Realconomy]

점점 커지는 빅테크에 대한 의구심...단순 우려일까? (한상희) | 인포맥스라이브 2026년 6월 30일 방송
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점점 커지는 빅테크에 대한 의구심...단순 우려일까? (한상희) | 인포맥스라이브 2026년 6월 30일 방송

It’s Not a Bubble Burst (Yet) | Three Reasons for the Semiconductor Plunge | Binnansae’s Wall Str...
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It’s Not a Bubble Burst (Yet) | Three Reasons for the Semiconductor Plunge | Binnansae’s Wall Str...

[Lump Sum Lab] Wait for the Buying Opportunity Until September | Money-terview 06/26/23 (Tue)
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[Lump Sum Lab] Wait for the Buying Opportunity Until September | Money-terview 06/26/23 (Tue)

The Real Reason Apple is Reaching Out to China?! | An Yu-hwa's Economic Investment Theory
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The Real Reason Apple is Reaching Out to China?! | An Yu-hwa's Economic Investment Theory

The Semiconductor Rules Have Changed, the Stock Revaluation Has Begun (AFW Partners CEO Lee Seon-...
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The Semiconductor Rules Have Changed, the Stock Revaluation Has Begun (AFW Partners CEO Lee Seon-...

"The South Korean economy is over," and we're the only ones who don't know it yet (Professor Kim ...
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"The South Korean economy is over," and we're the only ones who don't know it yet (Professor Kim ...

Value Investing Legend Seth Klarman: Masters in Business
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Value Investing Legend Seth Klarman: Masters in Business

Building Semiconductor Plants, but the Power Won't Arrive for 15 Years | Economics Part 2
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Building Semiconductor Plants, but the Power Won't Arrive for 15 Years | Economics Part 2

"주식만 보지마세요." 웬만하면 망하기 힘든 지구 최고의 안전 자산ㅣ지식인초대석 (오건영 단장 풀버전)
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"주식만 보지마세요." 웬만하면 망하기 힘든 지구 최고의 안전 자산ㅣ지식인초대석 (오건영 단장 풀버전)

Are Big Tech companies starting to keep memory stocks in check? Will the market sentiment turn ar...
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Are Big Tech companies starting to keep memory stocks in check? Will the market sentiment turn ar...

The UK will find it difficult to recover its fallen status - Professor Yoon Young-hwi (Dept. of H...
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The UK will find it difficult to recover its fallen status - Professor Yoon Young-hwi (Dept. of H...