AI를 부정하는건 아니야...속도가 문제지
#삼성전자 #sk하이닉스 #마이크론▶ 촬영일 : 2025.12.18
▶ [박명석의 K-PICK]
'좋아요'와 '댓글' & '구독'과 '알림설정'도 꾸욱!
00:00 시작
00:01 삼전·하이닉스 주가 움직임
01:54 AI 매출 성장 속도와 수익률
02:52 브로드컴 : 매출은 늘지만 마진이 떨어지는 이유
05:59 capex와 메모리 믹스 변화를 주목해야 할 이유
08:45 AI 산업 투자 환경 및 위험 관리
09:58 지연될 뿐, 목표는 여전히 유효하다
출연: 박명석 아나운서, 김동환 WM부문 대리
라이브 방송 보기 - https://youtube.com/live/3rgBqRgaIJw Receive SMS online on sms24.me
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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.
