"SK하이닉스 지금 더 사요?" AI가 실적 잘 나오면 내 주식도 오를까?

PLUS TV (플러스 TV)

PLUS TV (플러스 TV)

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PLUS WEEKLY EP.02

From AI pace control and semiconductor demand to renewed interest rate hikes, wavering alliances, and U.S.-China relations,

We explore these issues through the uninhibited discussion of three guests!

Guests: Shuka | Al Sangmu | Center Director Kim Jang-yeol

*This video was filmed on September 28, 2026.

[AI Summary]

They say we should slow down AI, but semiconductors are getting busier? From "Jevons' Paradox," which states that usage increases as efficiency improves, to security issues where high-performing AI can also cause problems. So, we also examine who is making the money.

What if we pour cold water—interest rates—to cool down the AI ​​fever, but the industries right next to it freeze first? We examine the difficult dilemma facing central banks caught between the hot AI and the cool economy.

If the U.S. and China grow closer, will Korea be able to smile too? Amidst fracturing alliances and a changing international order, Center Director Kim Jang-yeol's answer is once again semiconductors! Join Shuka, Al Sang-mu, and Kim Jang-yeol to connect everything from global affairs to your personal account.

📍 Timeline

00:00 Highlights

00:46 Opening | Shu-Al-Park Assemble

02:41 Keyword ① | If AI Slows Down, Semiconductors Will Be Busier

11:51 Keyword ② | Only AI Needs Speed ​​Adjustment? Interest Rates Need Speed ​​Adjustment Too!

17:26 Keyword ③ | A Shaking World, Dividing Alliances

26:41 ⭐️Next Week's Checkpoint⭐️

• This video is produced for informational purposes only and assumes no liability for investment losses.

• This video is not an investment recommendation; investment decisions and the resulting responsibility lie solely with the viewer.

• The content of this video represents the personal opinions of the featured experts and is unrelated to our company's official position.

• Image Source: Getty Images.