하반기 수익률은 AI 인프라에서 갈립니다

本站添加: 2026-06-01

In the second half of 2025, investment opportunities are shifting from traditional semiconductor companies like Samsung Electronics and SK Hynix toward AI infrastructure and power equipment sectors, driven by three key trends: expansion of AI servers, increased data center investments, and surging power demand, making it crucial for investors to identify the next wave of capital inflows rather than following late market movements.