코스피 4000 생존법, 돈이 몰리는 주식은 위험하다|허재환 유진투자증권 상무

📈 5포인트 요약
대형주 랠리, 여전히 유효 — AI·반도체·전력기기 중심 상승세는 이어진다.
코스닥은 2025년 1분기 이후 반등 예상 — 내수·투자 회복이 신호탄.
외국인 주도 장세 — ETF·AI 인프라 관련주 중심으로 자금 유입 지속.
과열 신호는 아직 제한적 — 신용잔고·거래대금 비율 모두 안정권.
단기 로테이션 구간 — 고평가 테마 대신 금융·지주·유틸리티 주목.

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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.