NH-아mundi: 코스피 5,000선 바닥…AI 사이클 시작, 대형 반도체에서 소재·부품·장비로 선회 💬 공유하기
🇰🇷 한글 번역
NH-아문디: 코스피 5,000선, 바닥선…AI 사이클 이제 시작, 대형 반도체주에서 소재·부품·장비로 포트폴리오 재편 빅고 파이낸스
📄 원문 (English)
NH-Amundi: KOSPI's 5,000 Level Is the Floor; AI Cycle Just Beginning — Shift from Big Semiconductor Stocks to Materials, Parts and Equipment BigGo Finance
▶ 칩 라이브 24 홈으로 — chiplive24.com 💬 공유하기
다른 반도체 뉴스 NVIDIA GTC Berlin Conference to Open Soon: Jensen Huang to Deliver Keynote Address; AI Factories and European Investments Draw Attention · Moomoo In response to NVIDIA's standardization requirements, Samsung will collaborate with Taiwan Semiconductor for the first time to produce HBM! · Moomoo South Korea's KOSPI Market-Cap Rankings Shake Up as Chip Stocks Plunge; LG Energy Solution Overtakes Samsung Electro-Mechanics for No. 5 · BigGo Finance Philadelphia Semiconductor Index Plunges 3.83%, Triggering Catch-Up Selloff; Taiwan Stocks Open Down More Than 860 Points, Testing 46,200 · BigGo Finance China's CXMT sees shares drop over 6% as investors look past chipmaker's profit turnaround · CNBC Tech OCP Summit Signals Full-Stack Collaboration; GF Securities: Semiconductor Pullback Creates Buying Opportunity, Bullish on NVIDIA, Marvell, and CPU Supply Chain · Moomoo Here Is What a $5,000 Investment in Micron Could Be Worth by 2028 · Yahoo Finance Nanoelectromechanical Switches Target More Efficient Embedded DRAM (UC Berkeley, Samsung, Intel) · SemiEngineering