2년 새 5배 상승한 "엔비디아, 어찌될까요?"...질문 받고 답해드렸습니다... #미국대선 #삼성전자 | [월스트?
월스파 스페셜, 댓글로 질문 받고 답해 드렸습니다.댓글 주셔서 감사합니다.❤
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
[▼리포트 보기▼
월스트리트파인더 _ 2024년 하반기를 준비하는 4가지 질문
https://securities.miraeasset.com/bbs/download/2129571.pdf?attachmentId=2129571 Receive SMS online on sms24.me
TubeReader video aggregator is a website that collects and organizes online videos from the YouTube source. Video aggregation is done for different purposes, and TubeReader take different approaches to achieve their purpose.
Our try to collect videos of high quality or interest for visitors to view; the collection may be made by editors or may be based on community votes.
Another method is to base the collection on those videos most viewed, either at the aggregator site or at various popular video hosting sites.
TubeReader site exists to allow users to collect their own sets of videos, for personal use as well as for browsing and viewing by others; TubeReader can develop online communities around video sharing.
Our site allow users to create a personalized video playlist, for personal use as well as for browsing and viewing by others.
@YouTubeReaderBot allows you to subscribe to Youtube channels.
By using @YouTubeReaderBot Bot you agree with YouTube Terms of Service.
Use the @YouTubeReaderBot telegram bot to be the first to be notified when new videos are released on your favorite channels.
Look for new videos or channels and share them with your friends.
You can start using our bot from this video, subscribe now to 2년 새 5배 상승한 "엔비디아, 어찌될까요?"...질문 받고 답해드렸습니다... #미국대선 #삼성전자 | [월스트?
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.