[May 26, 20 AM Broadcast Full View] New York Stock Market Closes Down Amid High Interest Rate Burden...Micron, Intel 'Up', Why?

Watch on YouTube ↗  |  May 20, 2026 at 03:21  |  6:13:31  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator
Baek In-jae — Deputy Center Director, Hana Securities
Park Sang-hyuk — Editor
Kim Hyojin — PhD, Shinyoung Securities

Summary

The broadcast covers macro headwinds from rising bond yields and oil prices, the Nvidia earnings catalyst, and the resilience of Korean semiconductors. It also discusses regulatory shifts in crypto that could benefit tokenization projects.

  • US bond yields hit multi-year highs, pressuring stocks.
  • Oil remains elevated due to Hormuz Strait blockade.
  • Nvidia earnings expected but hedge fund long concentration poses risk.
  • Samsung and SK Hynix remain core Korean market drivers.
  • SEC proposes stock tokenization exemption, boosting crypto projects.
  • Korea-Japan energy cooperation discussed.
  • Foreign selling in Korea is mostly portfolio rebalancing, not exit.
Trade Ideas
Buy SPY puts as hedge.
Purchase put options on the S&P 500 across various expirations to hedge against potential semiconductor downturn driven by concentrated hedge fund longs and possible Nvidia earnings disappointment.
Baek In-jae Deputy Center Director, Hana Securities 215:28
Samsung and SK Hynix long-term.
Samsung Electronics and SK Hynix are globally top-tier earnings companies with long-term potential to reach a combined 500 trillion won market cap, and their current underperformance versus peers offers a buying opportunity.
Buy Chainlink, Ondo, Hyperliquid for tokenization.
SEC's innovative exemption for third-party stock tokenization will boost demand for RWA tokenization platforms (Ondo Finance), oracle infrastructure (Chainlink), and decentralized derivatives exchanges (Hyperliquid), benefiting their native tokens.
Up Next

This 3PRO TV (삼프로TV) video, published May 20, 2026, features Park Myung-seok, Baek In-jae, Park Sang-hyuk discussing SPY, 005930.KS, 000660.KS, ONDO, HYPE, LINK. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok, Baek In-jae, Park Sang-hyuk  · Tickers: SPY, 005930.KS, 000660.KS, ONDO, HYPE, LINK