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   <news:title>SK하이닉스 사상 최고 실적, 진짜 위험은 밀수로 흐르던 &amp;#039;숨은 중국 HBM 수요&amp;#039;다</news:title>
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  <lastmod>2026-07-29T11:14:06Z</lastmod>
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   <news:title>SK하이닉스 HBM 슈퍼사이클, 골드만이 겨눈 건 실적이 아니라 코스피 멀티플과 원화다</news:title>
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  <lastmod>2026-07-29T08:56:59Z</lastmod>
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   <news:title>무너진 건 AI 수요가 아니라 &amp;#039;나머지&amp;#039;다 — 엔비디아만 남긴 협소화 장세, 그리고 3배 SOXL에 갇힌 서학개미</news:title>
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  <lastmod>2026-07-29T13:38:14Z</lastmod>
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   <news:title>시장 브리핑</news:title>
   <news:publication_date>2026-07-29T06:10:27Z</news:publication_date>
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   <news:title>엔비디아는 칩 판매를 넘어 고객의 &amp;#039;신용&amp;#039;을 일부 인수할 수 있는 딜을 추진 중이다 — 순환 금융의 진짜 뇌관은 회계가 아니라 CDS일 수 있다</news:title>
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  <lastmod>2026-07-29T02:16:47Z</lastmod>
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   <news:title>애플의 1위 탈환은 승리가 아니라 후퇴다 — 방어적 로테이션이 서학개미에 보내는 경고</news:title>
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   <news:title>우드의 5천만 달러는 저가매수가 아니다 — 테슬라가 스스로 지운 &amp;#039;이익 바닥&amp;#039;</news:title>
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   <news:title>알파벳이 무너진 건 실적이 아니다 — CapEx가 현금을 추월한 순간, 한국 HBM의 진짜 심판은 물량이 아니라 ASP를 겨눈다</news:title>
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   <news:genres>Blog</news:genres>
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   <news:title>CXMT 쇼크, 삼성·SK하이닉스 실적 넘어 &amp;#039;HBM 해자의 유효기간&amp;#039;을 겨누다</news:title>
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   <news:title>쿠팡이 산 것은 &amp;#039;코인&amp;#039;이 아니라 &amp;#039;정산 레일&amp;#039;이다 — 원화 스테이블코인이 흔든 건 화폐가 아니라 float다</news:title>
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   <news:title>흑해가 멈추자 밀값이 뛰었다: 문제는 흉작이 아니라 케르치라는 &amp;#039;병목&amp;#039;, 그리고 다시 그려지는 밀 무역 지도</news:title>
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