AI 주식: 2021년 하반기의 기회

하반기 인공지능 시장 성장으로 LG전자와 동진쎄미켐에 대한 투자 기회와 함께 장기적인 수익 창출 가능성이 높아졌습니다.

### 2021년 하반기 AI 시장 성장과 주목해야 할 유망 종목
* 📈  코스피는 반도체, 자동차 등 대형주를 중심으로  2,763까지 올랐고, 외국인 투자자들이 돌아오면서 곧 **2,800을 돌파**할 수 있을 것이라는 기대감이 커지고 있습니다.
* 🤖   2021년 하반기에도 다양한 분야에서 **AI 인프라 투자가 공격적**으로 이루어지고 있어 주도주로서의 행보를 이어갈 것으로 예상됩니다.
* ⛏️ " 반도체와  AI는 **하반기에도 메가 트렌드**로 볼 수 있습니다.
* 💻   AI 서비스를 생산하는 공장으로 이해할 수 있는 **AI 데이터센터에 대한 빅테크 기업들의 투자**는 앞으로도 계속될 것으로 보입니다.
* 🔍  현재 글로벌  AI 인프라 투자 관련 주식 중에서는 **엔비디아, SK하이닉스, TSMC, ASML**과 같은 기업이 큰 폭의 성장세를 보이고 있습니다.
* 🏠   2021년 하반기에는 **AI 디바이스가 본격적으로 판매**되기 시작하고 일상 생활에 활발히 침투하면서 **B2C 분야로 AI가 활발히 확산**될 것으로 예상됩니다.
* 📦   LG전자는 **AI 데이터센터 냉각 시스템**으로 구조적, 장기적 매출 성장이 예상되는 등 **AI 시장 성장의 진정한 수혜자**로 소개되었습니다.
* 🎯  동진쎄미켐을 중-단기 트레이딩 관점에서 접근한다면  1차 목표주가는 **46,000원**, 손절가는 **39,800원**으로 설정하는 것이 좋습니다.

Today, led by large-cap stocks such as semiconductors and automobiles, the KOSPI has risen to 2,763. With the return of foreign investors, could it soon surpass 2,800? We will look for stocks to participate in this. On Tuesday's market, we will start Buying and Selling with Im Jongs' breakthrough trigger. Hello, CEO. It's nice to meet you. The first half of the year has flown by, and it's time to prepare for the second half. AI infrastructure investment is aggressively taking place in various sectors, and some analysis suggests that it will continue to be a leading stock in the second half of the year. As expected, CEO, in the second half as well, semiconductors and AI, yes, AI, can be seen as a mega trend. AI data centers can be understood as factories that produce AI services, and investments by big tech companies in AI data centers are likely to continue in the future. Linked to this, the global data center cooling market is now also growing.

It is highly likely that it will happen. Among the global AI infrastructure investment or facility investment-related stocks, companies that are now seeing the largest numbers include NVIDIA, SK Hynix, TSMC, ASML, etc. In the global AI software market growth phase, companies like Microsoft are expected to benefit greatly. In the AI device market, there is a high possibility that Samsung Electronics will take the lead. In the second half of this year, it is expected to be a time when AI is spreading to B2C. In the second half of this year, as AI devices start to be sold in earnest, it is anticipated that AI will actively penetrate into our daily lives. However, when it comes to investing in stocks, although the U.S. market is finding new figures like Broadcom and Adobe, our market keeps going back and forth with the same ones, which is a bit worrisome.

If you want, which stocks are promising right now? It is risky to talk about stocks recklessly, as you might get hurt. So, I will introduce and recommend a true beneficiary of the AI market growth that can be safely approached from the bottom. The stock I am introducing right now is LG Electronics. When actively investing in AI data center related to big tech, the demand for cooling systems increases. In that case, you can consider LG Electronics as a structure that can meet the demand. The annual revenue of the company's AI data center cooling system is expected to structurally and long-term increase. Currently, the weather is too hot, and in this early heat, the sales of air conditioners are likely to increase significantly. Moreover, through AI innovation, the replacement cycle for AI air conditioners is now rapidly approaching.

In the second quarter of this year, the operating profit is expected to slightly miss the estimates or slightly fall short. It could be a situation where profit expectations are adjusted upwards. The company boasts a portfolio of car infotainment, electric vehicle powertrains, and vehicle lamps, which are expected to contribute positively to performance. With a 40% stake in LG Innotek, they are also expected to show growth through the release of AI iPhones in September this year. Therefore, in the second half of this year, LG Innotek is a company to keep an eye on. The momentum for home appliances, iPhones, and HBM cooling is building up, but the stock price hasn't risen significantly. Where should we set the target price and stop-loss?

Shall we take a look? Yes, the semiconductor market is now in the spotlight and being traded, so for those approaching it from a long-term investment perspective, there may not be a strong need to actively set stop-loss points. However, for those approaching it from a short or medium-term trading perspective, I will provide target and stop-loss points. For the first technical rebound, the target price is around 112,000 KRW, and the stop-loss price can be set at about 95,600 KRW. If you are approaching it from a long-term investment perspective, it seems unnecessary to remember stop-loss and target prices. Therefore, let's move on to the next topic. ASML is accelerating the commercialization of advanced lithography equipment in line with the growth of the AI market. Amid fierce competition in the fine process of foundry companies, where should we look for investment points? ASML is expected to create added value through EUV equipment, and Intel's EUV equipment is currently...

Now, it is in a state of being an entrance. The interest in companies seems to be necessary at this point. Moreover, the era of Hyper NA EUV equipment upgraded beyond the High N EUB equipment is expected to arrive by 2030. Therefore, in this story, it is now a time to cover the companies that will benefit from it. There are several reasons that come to mind. Among them, which one should we look at? Yes, there are a few that stand out, and one of them is Dongjin Semichem. This company seems to need some attention as it is quite famous for its photoresist business. It is already the world's number one in 3D EUV photoresist business, supplying Samsung Electronics since the end of 2020. Also, they are currently supplying EUV photoresist to Samsung Electronics since 2022, and they are involved in memory processes.

The EUV photoresist being introduced is now being delivered, and it seems highly likely that the commercialization of EUV photoresists for foundry use will be successful with a certain time lag. Also, the development of high NA EUV photoresists is underway, and it is expected that revenue will begin to be generated in earnest around 2026 after completion of development in 2025. In addition, the issue of increasing supply of SK Hynix's HBM and CNP slurries is likely to gain attention over time. Dongjin Semichem, which you pointed out as having expectations for an increase in photoresist supply for memory foundries, how far should we set our target and stop-loss points? Currently, Dongjin Semichem is a company that may be highlighted for its perception of a somewhat excessive decline compared to its peak, and if a technological rebound trend develops, the first rebound target price could be around 46,000 KRW.

It seems that setting it up would be good. In my opinion, if it breaks through and succeeds at 46,000 won, there may be additional upward potential, but for those approaching from a short- to medium-term trading perspective, it would be good to set the first target at 46,000 won. Also, if you anticipate a price drop, it is advisable for those who want to manage risks thoroughly to set the reduction criteria and price to 39,800 won. Yes, please remember Dongjin Semicon's target price is 46,000 won, and the stop-loss price is 39,800 won. If you want to continue to learn about various economic issues, please subscribe, like, and turn on notifications. This was AI Caster Kwon Mijung.

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코스피 상승과 주목해야 할 유망 종목

코스피는 반도체, 자동차 등 대형주를 중심으로 2,763까지 급등했으며, 외국인 투자자들이 돌아오면서 2,800을 돌파할 가능성도 있습니다.

하반기는 AI 인프라 투자가 주를 이룰 것으로 예상되며, 엔비디아, SK하이닉스, TSMC, ASML, 마이크로소프트 등의 기업이 수혜를 볼 것으로 보입니다.

전 세계적으로 AI가 B2C 시장과 일상생활로 확대될 것으로 예상되지만, 한국 시장의 동일 종목에 대한 의존도가 높다는 우려도 있습니다.

LG전자는 AI 데이터 센터 냉각 시스템에 대한 수요 증가로 인해 유망한 투자처입니다.

LG전자는 이 부문에서 구조적이고 장기적인 연간 매출 증가가 예상됩니다.

또한 자동차 인포테인먼트와 전기차 파워트레인, LG이노텍 지분 등 포트폴리오를 갖추고 있어 긍정적인 성과를 낼 수 있는 위치에 있습니다.

LG전자의 제품 모멘텀이 강화되고 인공지능 아이폰이 출시됨에 따라 하반기 성장 가능성을 주목해야 할 기업입니다.

반도체 시장에서의 장기 투자 및 단기 거래

장기 투자자의 경우 반도체 시장에서 손절 지점을 설정할 필요가 없을 수 있습니다.

하지만 단기 또는 중기 트레이더의 경우 1차 기술적 반등 시 목표가와 손절가는 각각 112,000원, 95,600원 정도가 될 수 있습니다.

ASML은 EUV 장비를 통해 부가가치가 기대되는 첨단 노광장비 상용화에 박차를 가하고 있으며, 동진쎄미켐은 3D EUV 포토레지스트 사업에서 두각을 나타내고 있어 주목해야 할 업체로 꼽힌다.

EUV 포토레지스트의 전망과 SK하이닉스의 공급 이슈

파운드리용 EUV 포토레지스트는 2026년부터 매출이 시작될 것으로 예상되는 등 상용화에 성공할 것으로 보입니다.

SK하이닉스의 HBM 및 CNP 슬러리 공급 증가도 주목받을 것으로 전망된다.

동진쎄미켐의 목표주가는 46,000원, 손절가는 39,800원으로 반등에 대한 기대감을 반영해 제시했다.