미 반도체 하락에도 SK하이닉스가 ‘안’빠진 이유
#삼성전자 #sk하이닉스 #데이터센터▶ 촬영일 : 2026.01.09
▶ [박명석의 K-PICK]
'좋아요'와 '댓글' & '구독'과 '알림설정'도 꾸욱!
00:00 시작
01:16 ‘K자형 경제회복’과 GDP 성장률
02:12 AI와 데이터센터에 집중되는 투자
03:26 로봇과 AI 기술이 바꾸는 소비문화
04:18 반도체 가격과 공급 이슈
07:44 AI 밸류체인, 반도체 대형주와 소부장 투자
08:58 반도체 시장 전망
10:10 K자형 회복 지속과 AI 투자 불가피성
17:18 반도체 풀케파와 데이터센터 수용력
19:58 AI 시대의 투자 전략
출연: 박명석 아나운서, 이경민 리테일플랫폼부문 과장
라이브 방송 보기 - https://youtube.com/live/25sZPfdq4ww Receive SMS online on sms24.me
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