Wednesday, December 11, 2024, 7 PM Infomax Live 💁🏻‍♂️ Host: Eun-jung Choi, announcer, Ji-young Han, senior research fellow, Kiwoom Securities 💁🏻‍♂️ Guest: Seung-woo Lee, head of research center, Eugene Investment & Securities, Seon-yeop Lee, sales director, Shinhan Investment & Securities, Min-soo Kim, CEO of Lemon Research, Jae-gi Min, team leader, KB Securities PRIME CLUB 0:55 Part 1 [2025 semiconductor and small business investment strategy] 2025 KOSPI and KOSDAQ band outlook 2024 semiconductor sector review Philadelphia semiconductor index long-term trend The situation of Korean semiconductors in 2025 What are the expectations for increased set demand? Semiconductor momentum peaks out or turns into downturn Was the US sincere in controlling mass semiconductors? Will the DRAM triumvirate be shaken? Samsung Foundry and SMIC closing the gap The harsh reality of Korean semiconductors Foundry and equipment CAPEX outlook Samsung Electronics and SK Hynix investment strategy (Lee Seung-woo, Research Center Director, Eugene Investment & Securities) 41:07 Part 2 The domestic stock market's plunge has stopped for now, how far will the aftermath extend? Financial market confusion due to external variables, what will be the response? Exchange rate volatility, background and outlook? What is your opinion on the 'Korean stocks are too cheap' view? If you are buying at low prices, what sectors should you be interested in? (*Diagnosis of Samsung Electronics, SK Hynix, Necao, financial stocks, etc.) What does the slowdown in US inflation mean? (*US CPI consensus, 2.7% increase year-on-year) Will the US November CPI be a variable in the Fed's interest rate decision? Will China's additional economic stimulus measures be different this time? In the unstable political situation, what variables should be noted in the financial market? (Lee Seon-yeop, Sales Director, Shinhan Investment & Securities) 1:13:12 Part 3 After the worst Monday, why did the market rebound? Will there be volatility on the option expiration date tomorrow? Investment ideas amid falling stock prices after 12.3 Why you should pay attention to the shipbuilding industry now What is the key to concerns about the lack of Arctic icebreakers in the US? TSMC's November performance down 12.2% month-on-month, what is the impact on semiconductor stocks? Tesla's all-time high in 3 years, will it last? (Morgan Stanley's 2025 top picks selected... "Expecting to exceed performance") Defense demand continues to increase, what is the investment perspective? Google's development of an ultra-high-performance quantum computer, what is the domestic link? (Kim Min-soo, CEO of Lemon Research, Min Jae-gi, Team Leader of KB Securities PRIME CLUB) 2:01:25 9 PM [Follower Money] Host: Choi Eun-jung MC Guest: Lee Seung-jo, CEO of Dain Economy Topic/ 12.9 Market trends after the short sale and burglary Copyright (c) Yonhap News Economic TV, Unauthorized reproduction and redistribution, AI learning and use prohibited ↓↓ Yonhap News Economic TV Live Data Room ↓↓ http://infolive.einfomax.co.kr/t/info... 📚 Buy Byun Jeong-gyu's 'Super Interest Rate Super Rich' https://product.kyobobook.co.kr/detai... 📚 Buy Choi Yoon-sik's 'Bold Preparation for 2050' https://product.kyobobook.co.kr/detai... 📚 Buy Kwak Soo-jong's 'Capitalism is the Enemy of Capitalism' https://product.kyobobook.co.kr/detai... 📚 Park Joo-geun's Buy 'Invest in What Doesn't Change' https://product.kyobobook.co.kr/detai... 📺 Meet Yonhap News Economic TV on air! Broadcast channel information KT 187 / SK 167 / LGU+ 171 / SK Cable 199 HCN 417 / Dlive 268 / LG Hello Vision 189 #US stocks #US stock market #NASDAQ #economy #live broadcast #Trump #KOSDAQ #KOSPI #Samsung Electronics #semiconductor #SK Hynix #US presidential election #China #secondary battery #Big Tech #NVIDIA #interest rate #Bitcoin #Doge #virtual currency #Musk #Ethereum #IRA #semiconductor #stock #Tesla #aerospace