이번 주가 진짜 분수령... 반도체 지금 사도 될까? | 이상연 신영증권 연구원 ㅣ김치형 앵커

📺 Opening Market Part 2 (10:00–11:30) July 27, 2026 Is the KOSPI 6,500 level the bottom? Is now the opportunity for staggered buying? We examined key variables shaking the market, ranging from the semiconductor earnings season and the FOMC to international oil prices and U.S. Treasury yields. We also summarized the key points that must be checked regarding the earnings of Samsung Electronics and SK Hynix. Furthermore, we presented investment strategies, including how to utilize financial stocks and consumer goods while maintaining an AI-centric investment strategy, and how much cash should be held. 📈 Today's Market Key Summary • The KOSPI 6,500–6,600 level is a critical support zone • Domestic stock market recorded an excessive decline compared to global markets • Supply and demand issues, rather than fundamentals, are pressuring the market • Expectations for volatility easing following leverage liquidation • Earnings season is a key variable for market rebound 💾 Semiconductor Checkpoints • Focus on Samsung Electronics and SK Hynix earnings announcements • Need to confirm whether long-term supply contracts are expanded • Guidance on expanding AI investment is key • Whether Big Tech continues CAPEX is important • Need to confirm structural changes in the memory market conditions 🌍 Global Variables • Focus on FOMC results and Powell's remarks • Possibility of a US interest rate hike is expected by the end of the year • International oil prices are expected to stabilize after short-term fluctuations • Rising US Treasury yields are a burden • Geopolitical risks impact investor sentiment 📊 Second Half Investment Strategy • Maintain the AI ​​value chain as a core portfolio • Prioritize semiconductor weighting • Focus on dividends and rebound potential in financial stocks • Cosmetics and consumer goods are also alternatives for diversified investment • Cash Strategy to Secure Approx. 20% Weighting Presented • Split Buying Strategy for Blue-Chip Stocks Valid During Sharp Declines 💡 Key Point of This Video in One Sentence "AI Will Continue to Be the Central Axis, but Given the High Volatility, This Is a Market Where Cash and Diversification Are Necessary." #KOSPI #Stocks #StockMarket #DomesticStockMarket #USStockMarket #StockInvestment #PersonalInvestment #Economy #EconomicOutlook #InvestmentStrategy #Semiconductor #SamsungElectronics #SKHynix #AI #ArtificialIntelligence #NVIDIA #BigTech #FOMC #InterestRate #USEfairRate #TreasuryYield #InternationalOilPrices #OilPrices #Inflation #ForeignInvestorSupplyAndDemand #SupplyAndDemand #SplitBuying #LongTermInvestment #ValueInvesting #GrowthStocks #FinancialStocks #BankStocks #SecuritiesStocks #CosmeticsStocks #ConsumerGoods #AIInvestment #SemiconductorInvestment #StockOutlook #SecondHalfStockMarket #OpeningMarket #ReporterKimChiHyung ────────────────────────── 🎬 Production Team PD: Park Pyung-won AD: Park Yul-chae FD: Lee Su-bin, Oh Chang-hwa, Kang Baek-ho ────────────────────────── ◆ 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/