"9월엔 '이것' 하나만 보세요" 주식만 꼭 쥐고 있으면 위험한 진짜 이유 (장우진 대표) I 머니리포트

9월 증시는 금리와 인플레이션, 달러 강세를 버텨낼 수 있을까요?
외국인 수급과 반도체 흐름, 데이터센터·소프트웨어로 이동하는 자금을 짚어봅니다.
현금과 금·채권·코인까지 9월 자산배분 전략을 정리합니다.

00:00 영상시작
00:32 잭슨홀 이후, 9월 금리와 인플레이션 변수
16:13 원화 강세에도 외국인 수급이 돌아오지 않는 이유
22:44 엔비디아 호실적 이후 반도체보다 소프트웨어인가
30:14 삼성전자·하이닉스, 다시 주도주가 될 수 있을까
35:11 순환매가 끝난 뒤 9월 투자전략
38:39 현금·미국주식·금·채권·코인, 어떻게 나눠야 할까

※ 본 영상의 정보는 참고용이며, 투자에 대한 책임은 투자자 본인에게 있습니다. Receive SMS online on sms24.me

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