10월까지는 참아라...전문가가 본 시장 시나리오 | 신중호 LS증권 리서치센터장ㅣ김치형 앵커

📺 Opening Market Part 2 (10:00–11:30) July 20, 2026 A day when the KOSPI and KOSDAQ plummeted during trading, triggering circuit breakers. Market volatility has escalated to an extreme level as short selling, leveraged ETF rebalancing, and caution ahead of big tech earnings announcements overlapped. In this video, we analyze in detail the causes of the sharp decline, the future outlook for the stock market, whether the AI ​​semiconductor cycle will continue, oil prices and Middle East risks, changes in foreign investor supply and demand, and how investors should respond right now. 🔥 Key Contents of This Video ✅ Analysis of the Cause of the KOSPI Sharp Decline Background of Circuit Breaker Activation Increase in Short Selling Volume Impact of Leveraged ETF Rebalancing Caution Regarding Big Tech Earnings Announcements ✅ Is This the Bottom? Meaning of the 30% KOSPI Correction Entering an Attractive Price Range Possibility of Further Volatility Split Buying Strategy ✅ Is the AI ​​Bull Market Over? Whether the AI ​​Investment Cycle Will Continue Memory Market Outlook Interpretation of TSMC & ASML Earnings Analysis of the Controversy Over Semiconductor Peaking ✅ When Will the Semiconductor Rebound? Whether Big Tech CAPEX will be maintained Importance of memory shipments (Q Growth) Expectations for recovery after Q4 Possibility of a rebound in the first half of next year ✅ Stock market outlook for this year Possibility of a trading range in the second half Whether the market peaked this year Outlook for next year's PER re-rating Mid-to-long-term scenarios for the KOSPI ✅ Middle East risks and oil price outlook Impact of the US-Iran conflict Possibility of international oil prices reaching $90 Inflation and interest rate variables Impact on the stock market ✅ FOMC and interest rate variables Fed policy direction Possibility of further tightening if oil prices rise Expected timing of interest rate cuts Conditions for a market rebound ✅ Effects of leverage ETF regulations Regulations on single-stock leverage ETFs Impact of strengthened deposit requirements Possibility of easing market volatility Changes in the investment environment for retail investors ✅ Changes in foreign investor supply and demand Possibility of bargain buying in the KOSPI Easing of foreign selling pressure Korean stock market valuation Future supply and demand outlook ✅ How should investors respond now? Divided Response Rather Than Chasing Sell Investment Strategies for Volatility Managing Cash Portfolio Box Range Strategy and Promising Sectors #SKHynix #SamsungElectronics #Stocks #StockMarket #KOSPI #KOSDAQ #Sidecar #SharpDrop #ForcedSale #LeverageETF #ETF #ForeignInvestorSupply #Semiconductor #AI #HBM #TSMC #ASML #BigTech #CAPEX #MemorySemiconductor #FOMC #Fed #InterestRate #OilPrice #Iran #MiddleEastRisk #BoxRange #StockOutlook #StockMarketOutlook #InvestmentStrategy #Volatility #DividedBuying #PER #AIInvestment #Economy #DomesticMarket #USMarket #MarketOutlook #ReporterKimChiHyung