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Create: 2025-06-23 Update: 2025-06-28 21:57:43

Meritz Overnight Tech 2025. 6. 24 (화)

[메리츠증권 반도체/디스플레이 김선우]

★ 메모리 스팟가격
DRAM(DDR4 8Gb: 1D +2.94%, 1W +35.87%, 1M +120.60%)

NAND(MLC 64Gb: 1D +2.55%, 1W +2.55%, 1M +11.03%)

★ 반도체/디스플레이 주요 뉴스 플로우
SK하이닉스, 청주에 7번째 반도체 후공정 시설 짓는다 (조선일보)
https://buly.kr/BIUybBw

대만 Phison CEO: 2025년 하반기까지 NAND 플래시 가격 강세 지속 예상...기판 부족 임박 (Digitimes asia)
https://buly.kr/1xyoV3m

삼성전자, Z플립7에 ‘엑시노스’ 탑재 유력…벤치마크 ‘유출’ (이데일리)
https://buly.kr/1GJmgW9

美 울프스피드, 채권단과 합의 도달…파산 후 회생 신청 임박 (TheElec)
https://buly.kr/EzitCC0

日 르네사스, 2500억엔 손실 경고…울프스피드 파산 임박 (TrendForce)
https://buly.kr/Alkhee8

슈퍼마이크로, 20억달러 전환사채 발행 계획에 주가 -9.8% 하락 (CNBC)
https://buly.kr/8Iw5vGY

한미반도체 中 공략…HBM 핵심장비 공급 (서울경제)
https://buly.kr/881Kh8N

삼성전자 확장현실 '프로젝트 무한' 9월 말 공개, 구글·퀄컴 협력으로 애플 비전프로 실패 넘을까 (Business Post)
https://buly.kr/3YDcsg1

★ 전일 해외 관련업체 주요 주가등락 (2%p 이상)
삼성전자(-2.5%), Sony(-2.1%), Marvell(-3.7%), TSMC(-3.3%), SMIC(+4.6%), LG디스플레이(-2.3%), 에스에프에이(-2%), 테스(-2.3%), ASML(+2.8%), 솔브레인(-4.2%), 덕산네오룩스(-2.5%), 이녹스첨단소재(-3.2%), 삼성전기(-2.3%), 삼성SDI(-4%), LG에너지솔루션(-3.6%)

(자료: Bloomberg, DRAMeXchange, 언론자료)

*동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권투자결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다.

[메리츠 Tech 김선우, 양승수, 김동관]

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Should You Buy Bitcoin?

In general, many financial experts support their clients’ desire to buy cryptocurrency, but they don’t recommend it unless clients express interest. “The biggest concern for us is if someone wants to invest in crypto and the investment they choose doesn’t do well, and then all of a sudden they can’t send their kids to college,” says Ian Harvey, a certified financial planner (CFP) in New York City. “Then it wasn’t worth the risk.” The speculative nature of cryptocurrency leads some planners to recommend it for clients’ “side” investments. “Some call it a Vegas account,” says Scott Hammel, a CFP in Dallas. “Let’s keep this away from our real long-term perspective, make sure it doesn’t become too large a portion of your portfolio.” In a very real sense, Bitcoin is like a single stock, and advisors wouldn’t recommend putting a sizable part of your portfolio into any one company. At most, planners suggest putting no more than 1% to 10% into Bitcoin if you’re passionate about it. “If it was one stock, you would never allocate any significant portion of your portfolio to it,” Hammel says.

Meritz Overnight Tech 2025. 6. 24 (화)

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