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KOSPI is three times more affected by U.S. Treasury yields than the Nasdaq . Even if it turns out well, I do n't think the market will be impressed. In the mid-to-long term, it is not yet time to abandon memory big tools . If they decide to split the Solidigm IPO as before, that would be

bad news. If we frame it as a picture of dismantling geopolitical risks, I think the story might be a bit different. The shortage is very serious because there are an unusually large number of companies with high investment appeal right now. It is time to update [Music] by studying the semiconductor sector once again. The important thing is that when we invest, this

key variable determines more than 90% of the stock price . Please refer to the pinned comment [Music] for details on inter-company exchanges and technology that were not covered in the basic section. We invited you back after three months. Hello, Mr. Hyung-soo Lee, CEO of Tshin HSL Partners . Yes, hello. Oh, have you been well? yes

. Well, thanks to that, I've been busy . No, but there was something I wanted to ask you as soon as you arrived, CEO . Actually, last night—that is, the night of the 6th as of now—both the SMP 500 and the NASDAQ 100 hit all-time highs . But why do I get the feeling that domestic semiconductor stocks are underperforming relatively right now

? yes . First of all, the most unfair thing is that we are talking about how our country is in chaos because interest rates have gone up. But well, it’s not the Bank of Korea interest rate. I am looking at the U.S. 10-year Treasury yield, and mathematically speaking... Oh, the KOSPI is three

times more affected by U.S. Treasury yields than the Nasdaq. Three times? yes . It is three times higher. Ah, then why is that? This is because our country is a nation that has gone all-in on exports . Our trade dependency is the highest in the world, and if you look at it now,