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Co
@mk.co.kr
·
2 days
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“MLCC 물 들어왔다”…‘외국인 원픽’ 삼성전기 주목[주식 초고수는 지금]
주식 투자 수익률 상위 1% 초고수들이 최근 삼성전기, 삼성전자, LIG디펜스앤에어로스페이스 등을 순매수하며 삼성전기에 주목하고 있다. 특히 MLCC(적층세라믹콘덴서) 사업 호황에 대한 기대감이 반영된 것으로 분석된다. 반면, 삼성중공업, SK하이닉스 등은 순매도 대상이 되었다.
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