No National Pension Service selling bomb, pension and individual investors lead market even with foreign selling | 8 consecutive freezes but "clear path ahead" | Kwon Soon-woo, 3PRO TV Reporting Team Leader [News3]

Summary

Kwon Soon-woo discusses the National Pension Service raising domestic equity target, which together with record retail ETF inflows provides strong support for Korean stocks despite foreign selling. He also highlights potential upside from LG Group's collaboration with NVIDIA, and notes the Bank of Korea's rate hike signals amid strong economic growth. The market remains driven by semiconductor/AI strength and domestic buying power.

• National Pension Service increased domestic equity target to 20.8%, reducing forced selling risk.
• Retail ETF inflows exceeded 500 trillion won, providing continued market support.
• Bank of Korea signals rate hikes amid strong GDP growth (2.6%) and inflation concerns.
• Jensen Huang to visit LG, raising hopes for robotics and AI infrastructure collaboration.
• LG Group's capabilities in actuators, cooling, batteries, and displays could unlock value via NVIDIA partnership.
• Semiconductor/AI sector continues to lead market gains, while other sectors rest.
• Korean market shows resilience with foreign selling offset by domestic buying.
• Economic growth forecast raised partly due to semiconductor export strength.