[숏담화] 외국인도 줍줍한다..단기 급등인가요? 바닥 확인인가요?ㅣ송재경 디멘젼투자자문 대표ㅣ이동근 퍼스트프라임리서치 대표

▶ July 15, 2026 K-Stock Live ▶ Mon-Fri 13:00 🎙 Host: Anchor On In-ju Guests: Song Jae-kyung, CEO of Dimension Investment Advisory; Lee Dong-geun, CEO of First Prime Research 📊 Large-scale Net Buying by Foreign Investors Foreign investors net bought 2.5 trillion won in spot markets and 850 billion won in futures. KOSPI rebounds sharply by 8%, KOSDAQ by over 5%. The market is beginning to reflect the possibility of 'passing the bottom'. 💡 Reasons for the semiconductor surge: IBM and SK Hynix IBM's downward revision of earnings guidance eases concerns about slowing AI investment. Expectations for expanded investment in memory and AI infrastructure are highlighted. Surge in SK Hynix ADRs drives the rally in domestic semiconductor stocks. 📉 Bottom confirmed, but trend reversal not yet. Decrease in margin balances and forced selling are bottom signals. Foreign buying at low prices is also positive. However, further verification is needed given the high volatility. 💵 Exchange rate stability Key Variables Improved foreign investor sentiment driven by expectations of interest rate hikes and exchange rate stability Decline in the won-dollar exchange rate creates a favorable environment for the stock market 🚀 What is the effect of SK Hynix's ADR? Widening discrepancy between ADRs and underlying stocks is expected to increase short-term stock price volatility. Possibility of range-bound movement for the time being. Maintain expectations for increased semiconductor investment in the long term. 🎯 Investment Strategy for the Second Half If cash holdings are low, buy oversold stocks in installments. Approach sectors backed by earnings. Focus on semiconductor materials, components, and equipment (SME), power infrastructure, defense, and shipbuilding sectors. #SamsungElectronics #SKHynix #ADR #Rebalancing #MegaProject #DataCenter #Meta #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 #LIGNex1 #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 #Gossip #Backstabbing #KStockLive #StockMarketDeepTalk #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 core 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 stock market 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] / Korea Economic TV News Stocks: [Money Farm Korea Economic TV] / @hkmoneyfarm Stock App: [Korea Economic TV Crypto] / @hktv_crypto Education: [Minerva Academy] https://www.minervaacademy.co.kr/ -------------------------------- ※ If the screen appears blurry or distorted, please select 1080p quality in the settings. -------------------------------- ※ This content is for refe...