삼전 17만원, 하이닉스 100만원 간다는데... 이거 맞아요?
#삼성전자 #sk하이닉스 #엔비디아▶ 촬영일 : 2025.11.04
▶ [박명석의 K-PICK] 오전 8시 라이브 방송
00:00 On Air
00:01 삼성전자와 SK하이닉스 목표 주가
00:25 PBR과 PER의 의미와 가치 평가 방식 변화
01:22 반도체 산업 특성과 기존 평가 방식 문제점
02:09 AI 사이클과 함께 바뀌는 주가와 가치 관계
03:09 HBM 라인 증설과 디램 가격 상승 현상
04:31 PER로 바라본 삼성전자와 SK하이닉스 주가 적정성
05:26 AI 기술로 열린 메모리 반도체 신시장과 수요 폭발
06:30 구조적 변화로 인한 슈퍼사이클 진입 전망
07:13 투자 심리와 실제 주가 변동, 100만 원 가능성
08:04 엔비디아 및 글로벌 데이터센터 케팩스 성장 전망
출연: 박명석 아나운서, 김동환 키움증권 WM부문 대리
라이브 방송 보기 - https://youtube.com/live/08ueudUQ8BU Receive SMS online on sms24.me
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