"삼성전자 협상 결렬" 코스피, 코스닥의 운명은? | 장우진 작가 [더블 체크]

Summary

Jang Woo-jin discusses the market pullback triggered by Samsung Electronics' labor negotiations and broad tech weakness. He recommends buying KOSDAQ as retail has fled, favors LG Electronics and SK Hynix, and sees a buying zone for KOSPI around 7,300. He cautions against panic selling and suggests selective accumulation on dips.

• Samsung Electronics labor strike weighs on the stock, but resolution is expected.
• KOSDAQ is seen as an opportunity because retail investors have left the index.
• LG Electronics is highlighted for its AI datacenter cooling and robotics stories.
• SK Hynix is preferred over Samsung Electronics for semiconductor exposure.
• KOSPI could drop to 7,300, presenting a buying opportunity.
• Securities stocks like Mirae Asset and Korea Investment Holdings may be bought on correction.
• Biotech and robotics are leading sectors on KOSDAQ.
• The host and guest exchange views on market psychology and timing.