Сигналы
5
#884
Альфа-оценка 29.9
Lee Jae-seok
SK Securities
Винрейт
40.0%
доходность
-1.3%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
27 авг
$1717000.00
-3.7%
The market is normalizing, and the top two memory semiconductor companies, Samsung Electronics and SK hynix, are expected to show stable upward trends. They are preferred over smaller equipment makers.
Память для ИИ
Лонг
27 авг
$129100.00
+0.2%
Construction stocks like Hyundai E&C and Samsung E&A are attractively valued compared to power, defense, and shipbuilding. They have strong momentum from building nuclear power plants and high-tech AI data centers.
Строительство/инфраструктура
Лонг
27 авг
$264750.00
-2.9%
The market is normalizing, and the top two memory semiconductor companies, Samsung Electronics and SK hynix, are expected to show stable upward trends. They are preferred over smaller equipment makers.
Память для ИИ
Лонг
27 авг
$50200.00
-0.2%
Construction stocks like Hyundai E&C and Samsung E&A are attractively valued compared to power, defense, and shipbuilding. They have strong momentum from building nuclear power plants and high-tech AI data centers.
Строительство/инфраструктура
Лонг
27 авг
$283.19
+0.3%
Energy Storage Systems (ESS) are crucial for energy efficiency in AI data centers. With the US restricting Chinese equipment, Korean ESS providers are poised to benefit from a structural shortage expected by late 2027.
REIT-фонды
Показано 5 из 5 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Lee Jae-seok на Buzzberg отслеживается 5 торговых идей по 5 тикерам с августа 2026. #884 в рейтинге Buzzberg Alpha. Чаще всего покрывает: 000660.KS, 005930.KS, ESS.
