금리 올렸는데 코스피 반등… 반도체 지금 담아도 될까ㅣ김학균·이경민 ㅣ 경제전쟁꾼

Although the U.S. Federal Reserve raised interest rates for the first time in three years, global stock markets actually rebounded. We examine the reasons why the market held its ground despite interest rate pressures, the trends in AI semiconductors centered on Samsung Electronics and SK Hynix, and investment strategies for the post-Chuseok holiday. #SamsungElectronics #SKHynix #KOSPI 📌 Top 7 Top Topics Today 1️⃣ Interest Rate Hike for the First Time in 3 Years: Why Did the Market Rebound? 2️⃣ US 10-Year Treasury Surpasses 5%: Is the Burden of Interest Rates Over? 3️⃣ Why the Bond Market Moved First 4️⃣ Changes in Foreign and Institutional Supply and Demand: Will They Return? 5️⃣ The AI ​​Semiconductor Cycle: What About Samsung Electronics and SK Hynix? 6️⃣ Investment Opportunities in Power & Materials/Components After AI 7️⃣ Investment Strategy for the 3 Trading Days Before Chuseok 📌 The Market Is Currently in a Phase of Judgment Rather Than Conviction 🔔 Broadcast Date: September 18, 2026, 7:00 PM 👨‍💼 Guests • Host: Oh Hyung-kyu, Former Managing Director at The Korea Economic Daily • Expert 1: Kim Hak-kyun | Executive Vice President and Head of Research Center at Shinyoung Securities • Expert 2: Lee Kyung-min | Daishin Securities FICC Research Department Head [Economic Warfare Expert] 📺 Every Friday at 7:00 PM LIVE on Korea Economic TV 🎬 Uploaded to YouTube every Saturday at 7:00 AM 👨‍💼 Production: PD Kim Ji-soo, Writer Kim Byung-moon, AD Jung Ga-young 🔔 Subscribe and turn on notifications so you don't miss the latest market analysis! 👨‍💼 Guest Preview • September 26: Chuseok (No broadcast) • October 2: Mok Dae-gyun | CEO of KCGI Asset Management, Lee Geon-gyu | CEO of Renaissance Asset Management • October 9: Hangeul Day (No broadcast) • October 16: Lee Hyung-soo | CEO of HSL Partners, Han Ji-young | Research Fellow at Kiwoom Securities • October 23: No Geun-chang | CEO of Semicon Research Lab, Lee Kyung-min | Daishin Securities FICC Research Director #USExtRates #FOMC #Fed #TreasuryYields #10YearYield #SemiconductorStocks #AIsemiconductors #HBM #NVIDIA #DomesticStockMarket #StockInvestment #InvestmentStrategy ◇ Watch Past Broadcasts by Economic Warlord ◇ 삼성전자·SK하이닉스만 오른 증시… 지금 반도체 따라가도 될까ㅣ허재환·문홍철... 7월 폭락 이후 달라진 증시…지금 다시 사도 될까, 반도체 ‘시즌2’ 시작되... "지금은 버블인가?" 반도체만 오르는 시장, '과열 경고' 나왔나 ㅣ 이경민... 지금 시장 구조 위험할까? 시장 급락 속 숨겨진 진짜 이유는? ㅣ 허재환·이... 엇갈린 하반기 증시 전망…상승장 끝났나 vs 역사적 저평가 구간인가 ㅣ김영익... ------------------------------------------------- △ Watch the Korean economy! △ We deliver fast and accurate economic and securities news 24 hours a day. △ Subscribe + Like! ------------------------------------------------- ◇ Subscribe to Korea Economic TV YouTube https://bit.ly/45pz6GK ◇ Korea Economic TV YouTube LIVE Video ◇ Collaboration and Business Inquiries [email protected] ------------------------------------------------- 🎯 Investment Decisions: Information is the Key. Check out fast and accurate key information now on the official Korea Economic TV Telegram. 🎁 Free Subscription 👉 https://t.me/wowtv_official ---------------------------------------------------------------------- ◇ Korea Economic TV Homepage http://www.wowtv.co.kr Plus Friend https://pf.kakao.com/_xbcxlxgd Twitter Twitter: hkwowtv Facebook Facebook: hkwowtv Programming Info https://bit.ly/47q2caY ------------------------------------------------- ◆ Subscribe to Korea Economic TV Family Channels! News is [Hankyung TV News] / Korea Economic TV News Stocks is [Money Farm Korea Economic TV / @hkmoneyfarm] Stock App [Korea Economic TV Crypto] / @nktv_crypto Education is [Minerva Academy] attps://www.minervaacademy.co.kr/ ------------------------------------------------- ※ This content is for reference only for investment purposes. You are solely responsible for any investment decisions.