[긴급 진단] '투매 끝' 외국인 본격 귀환하나? '삼전닉스 3배·삼성전기·현대차 2배 해외 ETF' 자금 몰려온다ㅣ김장열ㅣ이권희ㅣ이진우

▶ 20260612 K-Stock Live ▶ Mon-Fri 13:00 🎙 Host: Anchor On In-ju Guests: Lee Jin-woo, Director of GFM Investment Research Institute; Kim Jang-yeol, Head of Research Center at Unistory Asset Management; Lee Kwon-hee, CEO of Wizwave 📈 1.6 Trillion Won Net Buying by Foreign Investors: Is This a Real Return? ▶ Today's Market Highlights → Foreign investors net bought over 2 trillion won in futures → Increased expectations for easing Middle East risks → Recovery of risk asset preference centered on AI and semiconductors → Impact of the surge in the Philadelphia Semiconductor Index ▶ Semiconductor Investment Points → Continued strength in the NAND market → Expansion of AI data center investment → Full-scale competition between China and the US for AI infrastructure → Expectations of benefits for Samsung Electronics and SK Hynix ▶ Reasons for the surge in semiconductor equipment stocks → Expectations of large-scale capacity expansion by SK Hynix → Outlook for expanded wafer production capacity → Highlighting of shortage concerns → Confirmation of a surge in equipment imports ▶ Background of Naver's stock strength → Issues regarding Sam Altman's visit to Korea → Expectations for collaboration with NVIDIA on AI Factory → Plan to build a 1GW AI data center → Re-evaluation of mid-to-long-term AI infrastructure value ▶ Market Response Strategies → No Sell on Fear → Refrain from chasing surging prices (No Buy on FOMO) → Wait-and-see is preferred over aggressive pursuit at this time → Supply and demand are key in volatile markets ▶ Things to Check Variables → Progress in Middle East ceasefire negotiations → BOJ/FOMC results → Sustainability of foreign investor demand → Trend of expanding investment in AI semiconductors #SamsungElectronics #SKHynix #NVIDIA #JensenHuang #Shortcut #VeraRubin #SOCAM #LPDDR #MemorySemiconductor #Semiconductor #HBM #DRAM #NAND #LGCNS #LS #LSElectric #Leverage #NationalPensionService #HyundaiMotor #LGElectronics #SecondaryBattery #MSCI #SpaceX #LGGroup #LGElectronics #LGEnnotek #SK #JensenHuang #NVIDIA #Trump #Robot #SamsungElectroMechanics #Alteogen #NAVER #Kakao #MLCC #Tess #HanmiSemiconductor #HyundaiMobis #HyundaiAutoEver #HDHyundaiHeavyIndustries #HDConstructionMachinery #HyundaiAutoEver #ATLAS #BostonDynamics #Robotics #PhysicalAI #Rainbow #Robotis #DaehanWire #GaonWire #HyosungHeavyIndustries #Strike #Engine #Battery #Iran #MiddleEast #Ceasefire #Hormuz #OilPrices #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 #Shipbuilding #HDHyundai #SamsungHeavyIndustries #HanwhaOcean #MASGAH #PhillyShipyard #Equipment #EcoProBM #Telecom #SolarPower #RFHIC #MiraeAsset #SpaceX #LIGNexOne #Cheongung #HanwhaSystems #KoreaAerospace #Poongsan #STO #Stablecoin #Bitcoin #EV #ESS #Listing #WindPower #NuclearPower #DoosanEnerville #KEPCO #Construction #HyundaiE&C #DaewooE&C #DL #Google #Algorithm #AutonomousDriving #TurboQuant #Google #Chart #ForeignInvestors #Institutions #Options #Futures #Valuation #InvestmentStrategy #POSCOFutureM #Dow #NASDAQ #Philadelphia #TreasuryStocks #Gossip #Backstabbing #KStockLive #StockMarketDeepTalk #KoreaEconomicTV Director: PD Yang Kyung-sik Writer: Kwon Su-ji Assistant Director: AD Cha Ju-eun -------------------------------- 🎯 Investment judgment, information is the key. Check out fast and accurate core information now on the Korea Economic TV official 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] -------------------------------- ◇ Korea Economic TV Website: http://www.wowtv.co.kr Kakao Plus Friend: https://pf.kakao.com/_xbcxlxgd Twitter:   / hkwowtv   Facebook:   / hkwowtv   Program Schedule: https://bit.ly/47q2caY -------------------------------- ◆ Subscribe to Korea Economic TV Family Channels! News: [Hankyung TV News]    / 한국경제tv뉴스   Stocks: [WowNet]    / 와우넷w   Stock App: [StockWindow]    / stockw   Education: [Wow Academy] https://wowacademy.wownet.co.kr/ Global: [Wow Global] https://www.wowglobal.co.kr/ Real-time Investment Information: [Wow Quick] https://www.wowquick.co.kr/ -------------------------------- ※ If the screen appears blurry or distorted, please select 1080p quality in the settings. -------------------------------- ※ This content is for referenc...