SK하이닉스 악재 터졌다? 주가 급락의 '진짜 이유' (이영훈 Im증권 서울금융센터 이사,반종민 프레스티지경영전략연구소 소장)

🔥 The Biggest Variable in the Stock Market This Week: Samsung Electronics Earnings Announcement Samsung Electronics to Release Preliminary Q2 Earnings on July 7 Forward Guidance is Key, Not Earnings Market Interest Focuses on Whether 100 Trillion Won in Revenue Will Be Achieved Checking for Continued Growth in AI Memory 🧠 Samsung Electronics: Points More Important Than Earnings Focus on Whether HBM Supply Contracts Will Be Disclosed Continued Expectations for Meta & Foundry Collaboration Confirmation of Future Investment Direction in Conference Call Interest Also Focused on Possibility of Announcement Regarding Treasury Shares 💾 Will the Upward Trend in DRAM and HBM Prices Continue? Expectations of further DRAM price hikes in Q3 HBM supply shortage expected to persist NAND prices also expected to maintain an upward trend Analysis suggests it is still too early to worry about the memory market peaking out 📈 SK Hynix ADR listing imminent Direct evaluation by the US market begins Increased accessibility for global investors Valuation comparisons with Micron intensify Expectations for easing the "Korea Discount" 💰 Checking changes in semiconductor supply and demand Foreign investors continue profit-taking Increased inflow of retail investors buying at low prices Long-term supply and demand assessed positively despite decrease in deposits Direction expected to be determined after earnings confirmation ⚠️ Caution regarding volatility in single-stock leveraged funds Intensified concentration on Samsung Electronics and SK Hynix Expanding impact of leveraged ETFs Discussions on regulatory improvements underway Potential for increased short-term volatility 💵 Won-Dollar 24-hour trading begins Full implementation of foreign exchange market regulatory changes Expectations for inclusion in MSCI Developed Markets Index Potential for increased night-time exchange rate volatility Need to monitor changes in foreign investor supply and demand 🏭 Benefiting from increased investment by large conglomerates Sector Continued expansion of semiconductor investment Interest in autonomous driving, defense, and space industries Expectations for expanded investment in battery and AI infrastructure Long-term policy momentum expected to continue 🚗 Hyundai Motor also a stock of interest Evaluating stock price corrections as buying opportunities Promising for long-term investment alongside semiconductors Expectations for earnings-based revaluation 📌 Investment Strategy for This Week Approach semiconductors with staggered buying during corrections Essential to check Samsung Electronics and SK Hynix earnings Focus on AI memory and sectors benefiting from large conglomerate investments Maintain a long-term investment perspective rather than short-term trading 📺 The fastest way to check today's key strategies Money Plus, every morning from 07:00 to 08:20 ■ Anchor: Lee Ye-eun ■ Guests: Lee Young-hoon, Director, IM Securities Seoul Financial Center / Ban Jong-min, Director, Prestige Management Strategy Research Institute ■ Production Team: PD Nam Ki-tae, AD Chun Su-bin, AD No Min-ju, FD Byun Mi-hyun, FD Kim Han-byeol, FD Kang Baek-ho #SamsungElectronics #SKHynix #Meta #Micron #KOSPI #KOSDAQ #SemiconductorMaterialsPartsEquipment #Semiconductor #SamsungBattery #LGEnnotek #PowerEquipment ────────────────────────── 💛Money Plus Telegram Channel: https://t.me/+1GPgycGQ-C1iYTU1 ─────────────────────────── ※ If the screen appears blurry or pixelated, please select 1080p quality in the settings. ⚠️ Viewing Precautions ※ This content is for reference only for investment purposes; you are solely responsible for any investment decisions. #KoreaEconomicTV #WowNet #StockWindow #Partner #Economy #Securities #Wow #WOWTV