[시장함께읽기] 7월 2일, 주도주 잠시 쉬고, 순환매로 2라운드 시작!(BTS 돌아온다, AI, 돈냄새, 루닛, 화학, 자동차, 원전, 포탄, 조선)

yes. hello. This is the saltwater manager. I will start reading together today, July 2, 2025. I did a live stream earlier this morning. We hold this every Wednesday, so thank you for coming in such large numbers. Now that everyone is curious, you're asking questions, aren't you? But as I answer, there are many difficult things that I don't know myself,

so there are quite a lot of ambiguous cases . So, please bear with me on that. To be honest, it is a bit difficult for me to give you a 100% clear answer. Anyway, you can find it on our YouTube channel community page, and we always upload it every Monday . If you leave a comment there, I will

provide a consultation as soon as I have time. Many of you who participated in the live stream are leaving comments, but I would appreciate your understanding that I might not be able to reply to all of them . Also, thank you so much for participating today. Okay, the domestic market has dropped a bit today, but wow, the Korean market

seems really strong. It plummeted during the trading session. Also, yes, we significantly reduced the drop . So, it is a bull market. Okay, the US stock market is closing today. With BTS's comeback, and something related to Asian tech, and the advent of the Data Big Bang era, I can smell a strong scent of money. Well,

regarding the Lunit chemical industry, Lunit had some issues with Microsoft. Next, regarding issues related to the chemical industry and the automotive sector, why is the selection of US SMR production sites for the second half of the year important? Let's continue talking about nuclear power plants. These days, I'm talking about Poongsan shells. Researcher Heo Jae-han did a good job analyzing the comments regarding Trump's tax cuts, and the