Even if you are watching with box seats, the balance is gradually increasing based on the closing price.
Until a few days ago, semiconductors, small and medium-sized businesses, and cosmetics led the way. Yesterday and today, construction and energy are also showing signs of activity. (-30% cut my power ETF.. ㅜㅜ)
By the way, among the reports that came out today, there was one that predicted that the global HBM market in 26 years would be 91 trillion won and expand to more than 230 trillion won in 27 years. (This is a work by Woo-sung Jung, an analyst at LS Securities.)
What surprised me when I saw the report was, 'Only 91 trillion won for the HBM market this year?' And with the consensus that the market will grow by more than 2.5 times next year, I felt relieved and thought, 'Yes, I can buy more.'
On the other hand, seeing Yangtze Memory Technologies declare "I will be the best in Nand in 27" with its IPO, I also had a small wish that we could give those Chinese guys a hard time, whether it's HBM or zHBM.
Stock restaurant teachers.
Did you feel the balance in your account today?
