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JP Morgan: Semiconductors are over

๐Ÿ‘ค K_Shit
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24b0d121e09c28a8699fe8b115ef046f56459098


24b0d121e09c28a8699fe8b115ef046f594b9899



๋๋‚ฌ๋‹ค๋Š” ์ƒˆ๋ผ๊ฐ€ ํ›„๊ณต์ • ์†Œ์ผ“, ์ „๊ณต์ • ์žฅ๋น„ ์‹น์‹น๊น€์น˜




























24b0d121e09c28a8699fe8b115ef046b6f6f98352a



๐Ÿ”ฅ ์‹ค์‹œ๊ฐ„ ๋„คํ‹ฐ์ฆŒ ๋ฒ ์ŠคํŠธ ๋ฐ˜์‘

  • ๊ณต๊ตฌ๋ฆฌ์—ฐ๊ตฌ๊ทธ๋ž˜๋†“๊ณ  ์ œ์ผ ๋งŽ์ด์ƒ€๋„ค ํˆฌ๋ช…ํ•˜๋‹คํˆฌ๋ช…ํ•ด - dc App
  • ์›Œ๋ Œ๋ฒ—ํ•์ง„์งœ ใ…‡ใ…๋””์ง„ ์ž์‹๋“ค์ž„
  • ใ…‡ใ…‡ใ…‹ใ…‹ใ…‹ - dc App
  • ใ…‡ใ…‡???: ๋‚ด๊ฐ€ ์‚ฌ์•ผ๋œ๋‹ค - dc App
  • ใ…‡ใ…‡๊ฒŒ๋”ฑ์ง€์— ๋ฐฅ๊นŒ์ง€ ๋„ฃ์–ด์„œ ๋น„๋ฒผ๋จน์—ˆ๊ตฌ๋งŒ
  • ๊ฝ‰์ชผ์ž„์ €๊ฑฐ ๊ทผ๋ฐ ์šฐ๋ฆฌ๋‚˜๋ผ์—์„œ ๋ณด์ด๋Š”๊ฑด jp๋ชจ๊ฑด ์ฆ๊ถŒ์‚ฌ๋ผ์„œ ์™ธ๊ตญ์ธ์ด ์ฃผ๋ฌธ๋„ฃ๋Š”๊ฑฐ ๋Œ€์‹  ์‚ฌ์ฃผ๋Š” ์‹œ์Šคํ…œ ์•„๋‹˜?
  • ใ…‡ใ…‡์ด๋Ÿฐ๊ฑด ์–ด๋””์„œ ๋ด„? - dc App
  • ใ…‡ใ…‡๊ฐœ ์“ฐ๋ ˆ๊ธฐ ์ž์‹๋“ค ใ…‹ใ…‹ - dc App
  • ๋…ธํ‹ธ๋Ÿฌ์Šค.๋๋‚ฌ๋‹ค (ํ•˜๋ฝ์žฅ์ด)
  • ใ…‡ใ…‡์ข…ํ•„๋ชจ๊ฑด ์ด ์ƒ›ํ‚จ ํ•ญ์ƒ ๊ธฐ๋Œ€๋ฅผ ์ €๋ฒ„๋ฆฌ์ง€ ์•Š๋„ค ใ…‹ใ…‹

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