삼성전자 3Q 영업이익, 100조 원이 가능한 이유

#삼성전자 #sk하이닉스 #반도체주

▶ 촬영일 : 2026.05.06
▶ [애널리스트톡톡]

'좋아요'와 '댓글' & '구독'과 '알림설정'도 꾸욱!

00:00 On Air
00:25 대만 반도체 업종 동향
02:56 삼성전자 3Q 영업익 100조 동력은?
06:16 하반기 '성장 속도 둔화 vs 지속 성장' 어디에 주목?
08:15 27년 메모리 쇼티지 전망.. 구조적 수요 증가?
09:33 주가,실적 기대 선방영.. 추가 상승 모멘텀은?
10:21 '노조리스크' 영업익 손실 우려는?
11:19 SK하이닉스, 1Q 실적 리뷰
12:02 SK하이닉스, 2Q 영업이익 65조 전망 핵심 요인
12:45 'HBM4 지연' 영향은 제한적?
14:31 메모리 업황 다운 사이클 우려는?


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