Unprecedented good news! Hidden bio stocks responsible for second-half accounts | Myung Min-joon, Kang Ah-rang, Lee Kwon-hee

Summary

Lee Kwon-hee discusses the extreme market concentration on Samsung Electronics and SK Hynix driven by AI semiconductors and advises investors to concentrate on these large-cap AI stocks. He also highlights NAVER's recovery potential after meeting Jensen Huang, sees steady upside in power equipment, and notes that biotech could improve in the second half on deal flow. KOSDAQ is viewed as technically bottoming but lacks catalysts.

• Market concentration on Samsung and SK Hynix is justified by AI demand and strong earnings.
• NAVER's breakout on Jensen Huang meeting sentiment may continue if concrete results emerge.
• Power equipment stocks offer steady but slower gains; suitable as a conservative AI theme play.
• Biotech sector may rebound in H2 following large licensing deals (Hanmi, Oscotec).
• KOSDAQ near technical support but no clear catalyst for a strong rally.
• Goldman Sachs sees AI semiconductor cycle extending to 2028, supporting structural growth.
• Investors advised to trim weak positions and rotate into AI large-caps.
• Jensen Huang's Korea visit this week will be closely watched for partnership news.