하반기 주도주 이미 결정됐다, 수익률 반전 나올 것 (김민수, 민재기,김영롱) | 인포맥스라이브 250630

Looking at the sectors that have been moving strongly, once the June rally ends and we move into July, earnings announcements will start coming out right away. But looking at the sectors that are moving, they are all sectors where earnings are expected. There are some stocks that dropped really hard but are slowly rising now because they are expected to turn around in the second quarter

. It seems that expectations for SK Hynix are now being heavily reflected . There is a prevailing sentiment that this trend will continue into the second half of the year. Regarding the flow of leading stocks within the semiconductor sector, people are saying that SK Hynix is ​​winning; since Hynix has risen so much, they

want to cut back and rebalance, but they say they cannot bring themselves to buy Samsung Electronics. yes. Lately, I've even heard people saying that we should just buy DB HiTek instead . Hey, this is Samsungja's territory. Yes, we are

joined by Lemon Research CEO Kim Min-soo and KB Securities Prime Club Team Leader Min Jae-ki. welcome. hello? hello? How did you view the market today? In particular, the first half of the stock market has now concluded, and the KOSPI, which rose 28% from the beginning of the year, finished on the 3,71st. However, given the

continuous selling pressure from foreign investors over the past four trading days, I imagine there are certainly some who feel uneasy about this. Team Leader, could you please share your assessment of today's market and the market for the first half of the year? Ah, still, I think the first half of this year was a period where we could catch our breath a little