[숏담화] '창신메모리'가 소금 뿌렸다? '초대형 동맹'에도 증시는 왜?ㅣ박건희ㅣ허반석

▶ July 27, 2026 K-Stock Live ▶ Mon–Fri 13:00 🎙 Host: Anchor On In-ju Guests: Park Geon-hee, Deputy General Manager, KB Securities Prime Club; Heo Ban-seok, CEO of Momentum Tree [Heo Ban-seok, CEO of Momentum Tree YouTube]    / @momentum_investing_letter   📈 Key Summary of Today's Stock Market • Despite the San Francisco AI Declaration and major MOUs, the market is reacting more sensitively to negative supply and demand factors. • The concentration of investment in IT is intensifying as foreign selling and retail buying intertwine. • The market direction is now being determined more by foreign supply and demand than by positive AI news. 💰 Foreign Investor Supply and Demand Checkpoints • Volatility may persist as the proportion of foreign investors remains high. • A strategy of buying in installments during dips is more effective than chasing the rally. • Whether foreign buying resumes after earnings announcements is a key variable. 📊 Most Important Schedules This Week • Earnings announcements by SK Hynix and Samsung Electronics • Earnings releases by Meta, Microsoft, Amazon, and Apple • Major events concentrated leading up to the FOMC and BOJ interest rate decisions 💡 Semiconductor Investment Points • Impact of CXMT listing likely to be limited to short-term psychological factors • Samsung Electronics and SK Hynix still hold the advantage in HBM and advanced memory competitiveness • DRAM prices and inventory trends do not yet indicate an industry slowdown • Need to check whether Samsung Electronics and SK Hynix maintain their core price levels 🏭 Stocks Potential Beneficiaries of CXMT • ​​Jusung Engineering, TCK, Nextin Presented as stocks attracting attention for their potential benefits in the equipment and materials/parts sectors due to increased investment in China 🔋 Secondary Batteries Renewing Attention • Expectations of benefits for Korean battery companies due to the EU's decoupling from China • Focus on Samsung SDI for potential expansion of supply to BMW • Key factors are whether the industry has bottomed out and earnings improve 🎯 Investment Strategy • Short-term volatility may increase around earnings announcements • Maintain a strategy of staggered buying rather than chasing sell orders out of fear • Must monitor changes in foreign investor supply and demand and semiconductor earnings AI Investment Cycle Remains Valid as Long-Term Growth Momentum #CXMT #SamsungElectronics #SKHynix #SecondaryBattery #JusungEngineering #TCK #Nextin #LGEnergySolution #Robot #RobotStocks #RainbowRobotics #NuclearPower #MiddleEastReconstruction #Alphabet #BigTech #AI #NVIDIA #Alphabet #Google #ETF #ChinaAI #ADR #Rebalancing #MegaProject #DataCenter #Meta #SamsungElectroMechanics #AI #Semiconductor #MemorySemiconductor #HBM #DRAM #NAND #SOCAMP #NVIDIA #VeraRubin #Shipbuilding #HanwhaOcean #HDHyundai #SamsungHeavyIndustries #MASGAHAL #PhillyShipyard #Equipment #MLCC #SamsungElectroMechanics #LGElectronics #SK #LS #LSElectric #HyundaiMotor #Kia #Hybrid #Leverage #InterestRateHike #FOMC #LGElectronics #SecondaryBattery #MSCI #SpaceX #LGGroup #LGElectronics #LGEnnotek #SK #JensenHuang #NVIDIA #Trump #Robot #SamsungElectroMechanics #Alteogen #NAVER #Kakao #MLCC #TES #HanmiSemiconductor #HyundaiMobis #HyundaiAutoEver #HDHyundaiHeavyIndustries #HDConstructionMachinery #HyundaiAutoEver #ATLAS #BostonDynamics #Robotics #PhysicalAI #Rainbow #Robotis #DaehanWire #GaonWire #HyosungHeavyIndustries #Strike #Engine #Battery #Iran #MiddleEast #Ceasefire #Hormuz #OilPrice #CrudeOil #Israel #USA #KOSPI #KOSDAQ #Alteogen #EcoPro #Tesla #LGEnsol #SKSquare #SKCNC #HanwhaAero #Celltrion #ShareholderMeeting #HYBE #DefenseIndustry #SamchundangPharmaceutical #HanwhaVision #HanmiSemiconductor #BTS #Leverage #Inverse #MaterialsPartsEquipment #Space #Cosmetics #APR #EcoProBM #Telecom #SolarPower #RFHIC #MiraeAsset #SpaceX #LIGNexOne #Cheongung #HanwhaSystems #KoreaAerospace #Poongsan #STO #Stablecoin #Bitcoin #EV #ESS #Listing #WindPower #NuclearPower #DoosanEnerville #KEPCO #Construction #HyundaiConstruction #DaewooConstruction #DL #Google #Algorithm #AutonomousDriving #TurboQuant #Google #Chart #ForeignInvestors #Institutions #Options #Futures #Valuation #InvestmentStrategy #POSCOFutureM #Dow #NASDAQ #Philadelphia #TreasuryStocks #ShortTalk #Gossip #Backstabbing #KStockLive #StockMarketDeepTalk #StockMarketShortTalk #KoreaEconomicTV Director: Yang Kyung-sik PD Writer: Kwon Su-ji Assistant Director: Cha Ju-eun AD -------------------------------- 🎯 Investment judgment, 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://b...