엔비디아 실적 D-Day, 반도체 판도 바뀔까? HBM4 용량 대폭 축소 논란과 젠슨 황 가이던스 점검
#엔비디아 #hbm4 #반도체주▶ 촬영일 : 2026.08.21
▶ [박명석의 K-PICK]
'좋아요'와 '댓글' & '구독'과 '알림설정'도 꾸욱!
00:00 On Air
00:31 엔비디아 실적 D-1
13:30 AI 모델 지정학과 엔비디아의 셈법
18:42 언젠가 고금리가 해소되면?
24:54 디베이스먼트 트레이드
30:50 순현금 비중 높고 실적 상향
31:53 코스닥 2026년 상반기 영업이익 증가율
출연: 박명석 아나운서, 박기욱 키움증권 리테일플랫폼부문 주임
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