과연 반도체의 고점은 지났을까?

#반도체주 #삼성전자 #sk하이닉스

▶ 촬영일 : 2025.11.07
▶ [박명석의 K-PICK] 오전 8시 라이브 방송

00:00 On Air
00:01 메모리 반도체 가격 상승과 수요 과잉 현상
01:08 과거 사례와 업계의 구조 개선 노력
02:05 수요 변동성 관리와 장기 공급 계약의 중요성
02:43 삼성전자와 SK하이닉스 경쟁 구도
03:55 수급불균형과 최악의 경우 시나리오
05:08 주식 투자 시 유의할 점과 장기 투자자의 자세

출연: 박명석 아나운서, 이경민 키움증권 WM부문 과장

라이브 방송 보기 - https://youtube.com/live/vr8eQxxWezw Receive SMS online on sms24.me

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