Samsung Electronics, SK Hynix Stock Plunges... Were We Fooled by Last Week's Dead Cat Bounce? / KOSDAQ Unfazed by Interest Rate Shock… The Real Reason | Jangin Investment Club CEO Lee Chang-dae

Summary

Lee Chang-dae, CEO of Jangin Investment Club, argues the semiconductor-led selloff is a long-term buying opportunity for Samsung Electronics and SK hynix because AI capex and monetization remain intact. He expects KOSDAQ to stay strong on government policy, cheap valuations, and a less hawkish Fed, with materials/components/equipment and biotech leading and secondary batteries recovering into 2027. He also favors Hallyu export earners in beauty and food, and treats yen-carry or long-term yield shocks as dip-buying opportunities.

• US semiconductor and memory names sold off sharply, but the speaker sees the AI capex and memory earnings story as intact.
• Samsung Electronics and SK hynix weakness is framed as a long-term accumulation zone rather than panic-selling territory.
• KOSDAQ strength is supported by September government policy expectations, low valuations, and less hawkish Fed rate signals.
• Materials/components/equipment and pharmaceutical/biotech are expected to lead KOSDAQ, with secondary batteries following from 2027.
• AI and cloud names including Alphabet, Amazon, Oracle, Microsoft, and Palantir are seen as proving AI monetization.
• K-beauty and K-food are preferred over entertainment among Hallyu-themed export plays.
• Yen carry trade and long-term US/Japan yield concerns are considered buying opportunities rather than systemic collapse.