Semiconductor Stocks Surge; If CPU Increases 4x, DRAM Also Jumps 4x. / Secondary Batteries, Reasons to Revisit... But Allocation Weight Is 'This Much' | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee discusses the semiconductor rally fueled by Meta's AI investment and rising memory prices, leading to a bullish outlook on Samsung Electronics, SK Hynix, and equipment stocks. He also addresses the SK Hynix ADR listing as a near-term catalyst and warns about biotech risks, advising to sell PepTron and avoid HLB while favoring a biotech ETF. Additionally, secondary batteries may see a technical bounce, but allocation should be capped at 10%.

• Meta's capex dispels AI spending fears, driving semiconductor and memory demand.
• Monthly memory prices (DRAM, NAND) continue to rise, supporting memory stock rally.
• SK Hynix ADR listing is successful, expected to lift local share price through arbitrage.
• Foreign investors begin buying Samsung Electronics after selling for ADR funding, signaling a short-term rebound.
• Semiconductor equipment and substrate stocks are favored by domestic institutions.
• PepTron loses trust due to misleading obesity drug collaboration disclosure, recommend selling.
• HLB seen as fraudulent due to repeated FDA rejections; investors should avoid it entirely.
• Secondary battery stocks have corrected fully and may see a 20-30% technical bounce, with Samsung SDI as leader, but total portfolio weight should be under 10%.