보스턴다이내믹스 상장보다 더 크다! 현대차 주가 폭등 시킬 ‘이 것’ ㅣ이영훈 이사

Summary

Director Lee Young-hoon of IM Securities argues that Hyundai Motor Group is dramatically undervalued because the market ignores its leading position in humanoid robots and autonomous driving. He believes once oil/geopolitical concerns subside, the focus will shift to future industries, driving Hyundai Motor and related humanoid robot ETFs higher. He also provides cautious views on shipbuilding, semiconductors, defense, and nuclear power, advising long-term positioning and patience on catalysts.

• Lee Young-hoon bought a TIGER K-Humanoid ETF recently and sees the humanoid robot theme gaining traction.
• Hyundai Motor is a long-term buy due to its AI device ecosystem (humanoids, autonomous driving), not legacy auto sales.
• Semiconductor DRAM earnings will improve in Q2 on 50% fixed price hikes; buy on dips for the long run.
• Shipbuilding needs extra catalysts (US Navy/data center) for the next leg; large-cap names are worth watching.
• Defense stocks have corrected; wait for a bottom before re-entering.
• Nuclear power stocks lack confirmed orders; opportunity conditional on future contracts.
• Hyundai Glovis is overvalued and not the primary governance restructuring vehicle; avoid chasing.
• Boston Dynamics IPO is likely in 2026 at the earliest, not imminent despite media reports.