美 고용 쇼크, 경기침체 신호인가? / 미국채금리 5% 돌파… 10월 증시 또 충격 받을까? ㅣ이주연 대표
815머니톡
93,096 views
(Filmed on October 3, 2026, at 11:10 AM)
0:00 CEO Lee Ju-yeon of M Investment / Team Leader Oh Hyun-jin of MC-Luce Invest
0:43 U.S. non-farm payrolls plummet to around 29,000; is this a sign of a recession?
4:18 U.S. 10-year Treasury yields in the 5% range; how high will interest rates rise?
7:46 Why aren't the three major transformer manufacturers making any moves?
10:45 Can the entire secondary battery sector rebound solely due to ESS growth?
16:31 If you had to pick just one sector to benefit from energy stocks, which one would you choose?
19:57 Which sector will have the next best Q3 earnings after semiconductors? Government bond yields, Lee Ju-yeon, Samsung Electronics, SK Hynix, semiconductor stocks, secondary battery stocks, ESS, power stocks, transformer-related stocks, solar stocks, energy stocks, nuclear power stocks, power equipment stocks, interest rates, 815 Money Talk
PD Kim Young-min - 60/05/15
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[Hana Securities] Mega Prize Festival Event :
https://www.hanaw.com/corebbs5/eventI...
-----------------------------------------------------
📌 [815 Money Talk Official Cafe] Investment materials are released daily!
Direct Link: https://fanding.me/815moneytalk
◾ Columns by 815 Money Talk experts released
◾ Weekend ‘Real Market Trends’ e-book provided
◾ Active communication and information exchange among members!
Don't invest alone.
Start now at the 815 Money Talk Cafe. --------------------------
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20 Comments
발음도 똑부러지고
설명도 똑부러지고
핵심주도 포인트 압축해서 말해주니 할매인 저도 이해가 쉽네요ㆍ
너무 감사해요ㆍ
앞으로도 알기쉽게 똑부러지게
포인트 설명 잘 해주시길 부탁드립니다 ㆍ
너무 고마워요ㆍ
휴일에도 방송 해 주셔서 감사합니다.
영상 잘 보고 있어요. 주식 한 지 얼마 안되서 공부도 안 하고 삼성,현대만 가지고 있으면 되는 줄 알았는 아니더라구요.덕분에 그날 방송 나오면 공부하고 조금씩 주식에 흥미를 가지게 되었네요.사지는 못 하더라도 그 많은 주식들을 섹터별로 공부 하다 보니 여러가지로 버는 것도 좋지만 알아가는 기쁨이 큽니다. 항상 감사합니다 ~❤😊
美 고용 쇼크, 경기침체 신호인가? / 미국채금리 5% 돌파… 10월 증시 또 충격 받을까? ㅣ이주연 대표
815머니톡
93,096 views
(Filmed on October 3, 2026, at 11:10 AM)
0:00 CEO Lee Ju-yeon of M Investment / Team Leader Oh Hyun-jin of MC-Luce Invest
0:43 U.S. non-farm payrolls plummet to around 29,000; is this a sign of a recession?
4:18 U.S. 10-year Treasury yields in the 5% range; how high will interest rates rise?
7:46 Why aren't the three major transformer manufacturers making any moves?
10:45 Can the entire secondary battery sector rebound solely due to ESS growth?
16:31 If you had to pick just one sector to benefit from energy stocks, which one would you choose?
19:57 Which sector will have the next best Q3 earnings after semiconductors? Government bond yields, Lee Ju-yeon, Samsung Electronics, SK Hynix, semiconductor stocks, secondary battery stocks, ESS, power stocks, transformer-related stocks, solar stocks, energy stocks, nuclear power stocks, power equipment stocks, interest rates, 815 Money Talk
PD Kim Young-min - 60/05/15
-----------------------------------------------------
[Hana Securities] Mega Prize Festival Event :
https://www.hanaw.com/corebbs5/eventI...
-----------------------------------------------------
📌 [815 Money Talk Official Cafe] Investment materials are released daily!
Direct Link: https://fanding.me/815moneytalk
◾ Columns by 815 Money Talk experts released
◾ Weekend ‘Real Market Trends’ e-book provided
◾ Active communication and information exchange among members!
Don't invest alone.
Start now at the 815 Money Talk Cafe. --------------------------
👉 Appearance Request, Advertising & Collaboration Inquiries ad@815.co.kr
👉 Download 815 Money Talk materials https://cafe.naver.com/815moneytalk
--------------------------