그래서 반도체 더 가나요?

#엔비디아실적 #삼성전자 #sk하이닉스

▶ 촬영일 : 2025.11.20
▶ [박명석의 K-PICK] 오전 8시 라이브 방송

00:00 On Air
00:01 반도체 업황 전망과 리스크
00:42 투자(Capex) 조절의 중요성
01:05 비유로 보는 투자 과다 경계
02:08 시장 조정과 주주환원 정책
03:10 HBM 수요 전망과 케팩스 전략
04:24 포모(FOMO) 마케팅과 수요 유도
05:20 목표 주가와 투자 결정 방향
07:14 AI 사이클과 전자부품 순환 이해

출연: 박명석 아나운서, 김동환 키움증권 WM부문 대리 Receive SMS online on sms24.me

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TubeReader site exists to allow users to collect their own sets of videos, for personal use as well as for browsing and viewing by others; TubeReader can develop online communities around video sharing.

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What is YouTube?

YouTube is a free video sharing website that makes it easy to watch online videos. You can even create and upload your own videos to share with others. Originally created in 2005, YouTube is now one of the most popular sites on the Web, with visitors watching around 6 billion hours of video every month.