2년 새 5배 상승한 "엔비디아, 어찌될까요?"...질문 받고 답해드렸습니다... #미국대선 #삼성전자 | [월스트?
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진행: 김석환 수석연구위원(디지털리서치팀)
00:00 시작
00:14 댓글 질문 공세🎈
01:00 글로벌 생성형 AI시장, 연평균 50% 성장
02:00 엔비디아 폭발적 성장, 고성능 AI칩 수요 급증
03:10 엔비디아, 2년새 시총 5배 증가
04:15 엔비디아, 12개월 선행 PER 44배
06:15 AI버블 엔비디아?
09:35 격랑 속 미국 대선, 'TV토론 이후 민심' & '감세'
11:00 격랑 속 미국 대선, '감세'
12:35 격랑 속 미국 대선, '이민정책' & '친환경'
16:10 중동전쟁, 종결시 유가 리스크 프리미엄 완화
17:30 흔들리는 유럽, 정치 불확실성 확대
20:30 미국 2분기 GDP 성장률 추정치 '최저'
22:15 '더딘' 물가 완화 속도
24:11 기업, 심리 악화
27:05 한국 증시 전망, '외국인'의 역할 중요
30:15 한국, 수출도 ICT(반도체, 컴퓨터) 중심
31:35 밸류 메력은 이미 충분
33:30 개인적인 질문, '석환이의 하루'는?
34:15 클로징
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