[긴급 라이브] 삼전닉스? 사도 됩니다. 대신 물릴 각오 하세요ㅣ홍선애, 장우진 금시공 대표

Summary

In an emergency live broadcast during a Korean market circuit breaker, Jang Woo-jin, CEO of Geumsigong, advises buying Samsung Electronics and SK hynix as a short-term trade despite further downside risk. He warns against defensive financial stocks and NAVER, citing poor liquidity and the need to unlearn past bull-market habits. He expects high volatility in June and rising uncertainty in the second half, recommending a gradual shift to cash into July.

• Jang Woo-jin advises buying Samsung Electronics and SK hynix today, accepting possible further declines.
• He says AI capex story remains intact and these stocks will lead a rebound.
• He warns against Korean financial stocks as they are not safe havens and will also fall.
• He avoids NAVER despite positive news, citing poor market liquidity.
• He cautions that long-term learning from past bull markets should be unlearned.
• He expects high volatility in June and increased uncertainty from July onward.
• He recommends gradually raising cash holdings toward July.
• Small-cap semiconductor materials are holding up but no clear trade recommended.