Overnight, the semiconductor market fell while SpaceX rose, and this morning, June 17th (Saturday), the national manager also started falling. Perhaps there won't be any major changes before the FOMC announcement tomorrow. In the meantime, Nomura Securities released an article on June 15th about Samsung Electronics and SK Hynix's target stock prices. It seems that semiconductors are just getting started, and they are also looking favorably at other industries such as power, defense, and automobiles. This makes us expect a rise backed by performance for the next few years. Since I have invested a little in KOSPI200 index tracking products and semiconductor index products, I don't get too excited about ups and downs.
There is an interesting analysis X post related to this article, so please read it together.
https://x.com/dubidubabap/status/2067014759753650293?s=20
Have a good day, everyone.
