https://www.youngju.dev/blog 천천히 올바르게. AI Researcher & DevOps Engineer Youngju's tech blog. GPU/CUDA, LLM, MLOps, Kubernetes AI workloads, distributed training, and data engineering. ko fjvbn2003@gmail.com (Youngju Kim) fjvbn2003@gmail.com (Youngju Kim) Thu, 18 Jun 2026 00:00:00 GMT https://www.youngju.dev/blog/2026-06-18-ai-rally-volatility-june-2026.en https://www.youngju.dev/blog/2026-06-18-ai-rally-volatility-june-2026.en A data-driven walkthrough of the early June 2026 semiconductor selloff and its rapid rebound. We examine the drivers of volatility through valuation, earnings, and interest rates, and weigh the bull and bear cases alongside practical principles for navigating turbulent markets. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeai-rallysemiconductorsvolatilitynvidiamarkets https://www.youngju.dev/blog/2026-06-18-ai-rally-volatility-june-2026.ja https://www.youngju.dev/blog/2026-06-18-ai-rally-volatility-june-2026.ja 2026年6月初めに半導体株が急落し、その後すばやく反発した過程をデータで整理します。変動性の原因をバリュエーション、業績、金利の観点から検討し、強気と弱気の両方の見方、そして変動性への対応原則をバランスよく扱います。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeai-rallysemiconductorsvolatilitynvidiamarkets https://www.youngju.dev/blog/2026-06-18-ai-rally-volatility-june-2026 https://www.youngju.dev/blog/2026-06-18-ai-rally-volatility-june-2026 2026년 6월 초 반도체주가 급락했다가 빠르게 반등한 과정을 데이터로 정리합니다. 변동성의 원인을 밸류에이션, 실적, 금리 관점에서 살펴보고 강세와 약세 시각, 그리고 변동성 대응 원칙을 균형 있게 다룹니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeai-rallysemiconductorsvolatilitynvidiamarkets https://www.youngju.dev/blog/finance/2026-06-18-fed-rate-policy-2026-outlook.en https://www.youngju.dev/blog/finance/2026-06-18-fed-rate-policy-2026-outlook.en We lay out the June FOMC and the flexibility a strong jobs report created to hold, the tug-of-war between inflation and employment, how rates affect growth stocks, bonds, and crypto, how to read the dot plot, and scenarios. This article is for information and education only, not investment advice. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) fedinterest-ratefomcmonetary-policyinflationmarketsfinance https://www.youngju.dev/blog/finance/2026-06-18-fed-rate-policy-2026-outlook.ja https://www.youngju.dev/blog/finance/2026-06-18-fed-rate-policy-2026-outlook.ja 6月のFOMCと強い雇用が生んだ据え置きの柔軟性、インフレと雇用の綱引き、金利が成長株・債券・クリプトに与える影響、ドットプロットの読み方とシナリオを整理します。本記事は情報・教育目的であり投資の勧誘ではありません。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) fedinterest-ratefomcmonetary-policyinflationmarketsfinance https://www.youngju.dev/blog/finance/2026-06-18-fed-rate-policy-2026-outlook https://www.youngju.dev/blog/finance/2026-06-18-fed-rate-policy-2026-outlook 6월 FOMC와 강한 고용이 만든 동결 유연성, 인플레이션과 고용의 줄다리기, 금리가 성장주·채권·크립토에 미치는 영향, 점도표 읽는 법과 시나리오를 정리합니다. 본 글은 정보·교육 목적이며 투자 권유가 아닙니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) fedinterest-ratefomcmonetary-policyinflationmarketsfinance