유튜버가 설명하는 경기방어주VS경기민감주

<div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin" data-link="https://cafe.daum.net/subdued20club" data-link-newwindow="_blank"><a href="https://cafe.daum.net/subdued20club" target="_blank" class="ke-link"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/c66b4a1a23c64192bd183f48a1868843d96257d5" width="288" height="288" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/c66b4a1a23c64192bd183f48a1868843d96257d5" data-origin-width="1024" data-origin-height="1024"></a></div><p style="text-align: center;">출처: 유튜브 크리스탈의 경제공부 <a href="https://youtu.be/fTGO0CmstKc?si=Zah-oc7ZhseSnYz_" target="_blank" class="ke-link">https://youtu.be/fTGO0CmstKc?si=Zah-oc7ZhseSnYz_</a></p><div class="figure-video" data-ke-type="video" data-video-url="https://www.youtube.com/watch?v=fTGO0CmstKc" data-video-host="youtube" data-video-play-service="daum_cafe" data-video-width="1280" data-video-height="720" data-ke-style="alignCenter" data-video-thumbnail="http://scrap.kakaocdn.net/dn/bSVGtM/bl4Ia4PwkVj/4hhboEgwYhvLK8E72gXeE1/kakaolink40_original.jpg?width=1280&height=720" data-ke-mobile-mobileStyle="widthFull" data-video-origin-width="1280" data-video-origin-height="720"><iframe src="https://www.youtube.com/embed/fTGO0CmstKc" width="1280" height="720" frameborder="0" scrolling="no" allowfullscreen=""></iframe><div class="figcaption"></div></div><p style="text-align: center;"><span></span></p><p style="text-align: center;"> </p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/87800f27467bd5073914097c3c39f659e609698a_re_1719479515467" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/87800f27467bd5073914097c3c39f659e609698a_re_1719479515467" data-origin-width="1334" data-origin-height="750"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/e48d85f6ec495bf58fbea0546230ae4ab9fcf211_re_1719479515466" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/e48d85f6ec495bf58fbea0546230ae4ab9fcf211_re_1719479515466" data-origin-width="1334" data-origin-height="750"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/d23c6d64c5be41a589af906bf8b97768e3b7b366_re_1719479515466" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/d23c6d64c5be41a589af906bf8b97768e3b7b366_re_1719479515466" data-origin-width="1334" data-origin-height="750"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/6fb686019d93fe4970d9b38d6c368f000f8ab9d9_re_1719479515466" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/6fb686019d93fe4970d9b38d6c368f000f8ab9d9_re_1719479515466" data-origin-width="1334" data-origin-height="750"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/ffba8620517e387572085e8df162234860441611_re_1719479515466" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/ffba8620517e387572085e8df162234860441611_re_1719479515466" data-origin-width="1334" data-origin-height="750"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/6b5c3530dec105aa89a9f41eafd94dd4918119da_re_1719479515466" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/6b5c3530dec105aa89a9f41eafd94dd4918119da_re_1719479515466" data-origin-width="1334" data-origin-height="750"></div><p style="text-align: center;">우리나라는 수출로 먹고사는 나라로</p><p style="text-align: center;">가장 많이 수출하는 품목들 보면 요럼<br>경기가 좋으면 연쇄적으로 긍정적 영향을 받는 애들임</p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/9c5fee3927a3de30b42a70e43f0074ad2b139754_re_1719479515466" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/9c5fee3927a3de30b42a70e43f0074ad2b139754_re_1719479515466" data-origin-width="1334" data-origin-height="750"></div><p style="text-align: center;">경기방어주 특징 -> 경기민감주 오타임</p><p style="text-align: center;"> </p><p style="text-align: center;">경기 사이클에 따라 주가에 영향을 받기 때문에 <br>장기투자 적합하지 않다고 함<br><br><br></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/31a453101596f57145ae6f25fa369420eed8b5d0_re_1719479515465" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/31a453101596f57145ae6f25fa369420eed8b5d0_re_1719479515465" data-origin-width="1334" data-origin-height="750"></div><p style="text-align: center;">경기 사이클 영향을 덜 받는 업종이라고 이해하면 됨</p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/8d61ec223ac3345e7226c4b6ea8aa2aa1cf716dd_re_1719479515465" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/8d61ec223ac3345e7226c4b6ea8aa2aa1cf716dd_re_1719479515465" data-origin-width="1334" data-origin-height="750"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/a6c1e1318750fe5a6b46c832402d33e143cd3a02_re_1719479515465" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/a6c1e1318750fe5a6b46c832402d33e143cd3a02_re_1719479515465" data-origin-width="1334" data-origin-height="750"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/67abf82123a3bb8a7337fa51dc510f97e63c6ba9_re_1719479515464" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/67abf82123a3bb8a7337fa51dc510f97e63c6ba9_re_1719479515464" data-origin-width="1334" data-origin-height="750"><div class="figcaption">발캡쳐 ㅈㅅ...</div></div><p style="text-align: center;">불경기 때 전반적으로 침체기를 겪으면 <br>경기민감주는 하락하는 편이지만</p><p style="text-align: center;">경기 방어주는 상대적으로 안정적인 흐름을 보이면서 <br>오히려 상승하는 경우도 있음</p><p style="text-align: center;"> </p><p style="text-align: center;">but 경기 좋을 때 민감주가 큰 폭으로 상승하는 것과 <br>달리 방어주는 거의 상승하지 않거나 제자리 머물면서</p><p style="text-align: center;">상대적으로 약세를 보임<br>그리고 안정적인 만큼 성장성이 떨어진단 단점이 있음</p><p style="text-align: center;"> </p><p style="text-align: center;"> </p><p style="text-align: center;"> </p><p style="text-align: center;">+요건 유튜브 영상에 나오는거 아님</p><p style="text-align: center;">몇년 전 외국 투자회사에서 <br>경기방어주로 픽한 것들 리스트임</p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/eee291d4cb1b54cb63e6a130db71606b11042289_re_1719479515464" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/eee291d4cb1b54cb63e6a130db71606b11042289_re_1719479515464" data-origin-width="1334" data-origin-height="750"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/b71a3998bb6c9dd3ff0a47ec0185201aaa88ef0c_re_1719479515464" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/b71a3998bb6c9dd3ff0a47ec0185201aaa88ef0c_re_1719479515464" data-origin-width="1334" data-origin-height="750"></div><p style="text-align: center;"><br><br><br>한국은 <b>LG생활건강, GS리테일, BGF리테일, 이마트 등</b>을 경기방어주로 봄<br><br>아님 은행주도 있음</p><p style="text-align: center;"> </p><p style="text-align: center;">근데 어차피 방어주, 은행주도 주식이긴 해서</p><p style="text-align: center;">주식 대신 <b>채권, 금, 달러</b> 등으로 방어하는 방법도 있음</p><div data-ke-type="emoticon" data-ke-style="alignCenter" data-emoticon-type="frog" data-emoticon-name="013.png" data-emoticon-isAnimation="false" data-emoticon-src="https://t1.daumcdn.net/keditor/emoticon/frog/large/013.png"><img src="https://t1.daumcdn.net/keditor/emoticon/frog/large/013.png"></div><p style="text-align: center;"><br>각자 알아서 ^^77</p>