"이번주에 결판납니다" 삼전·닉스 꽉 잡고가세요 (하창봉 대표 1부) I 머니리포트
코스피를 이끌던 삼성전자·SK하이닉스마저 흔들립니다. 반도체는 정말 피크아웃일까요?2배 레버리지가 키운 변동성, ADR 괴리율, 창신메모리 상장까지—
숫자 뒤에 숨은 진짜 구조를 알아야, 지금 팔지 살지가 보입니다.
반도체 대장주의 향방을 하창봉 대표가 냉철하게 짚어드립니다.
#SK하이닉스 #삼성전자 #반도체
00:00 영상시작
00:47 하창봉 대표 소개
01:10 "피크아웃인가?" 반도체 주가가 흔들린 진짜 이유
06:08 변동성의 주범 '2배 레버리지', 규제안은 왜 아쉬운가
10:11 "본주보다 40% 비싸다" SK하이닉스 ADR 괴리율의 진실
13:22 삼성 vs 하이닉스, HBM 가격 결정권을 쥔 쪽은?
16:39 "제2의 2차전지?" 창신메모리(CXMT) 상장이 던진 질문
20:43 TSMC·ASML은 왜 다른가, 그리고 '80% 영업이익률'의 역설
25:43 고점 대비 40% 급락, 지금 물린 투자자는 어떻게 해야 하나
30:11 "반도체 대신 하이퍼스케일러?" 리밸런싱의 진짜 의미
※ 본 영상의 정보는 참고용이며, 투자에 대한 책임은 투자자 본인에게 있습니다. Receive SMS online on sms24.me
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