[May 26, 2:00 PM Broadcast Full View] 300,000-Won Samsung Electronics, 2,000,000-Won SK Hynix Achieved! KOSPI Hits All-Time High…Exchange Rate at 1,500 Won 'Gloomy' [Closing Bell Live]

Summary

KOSPI closed above 8,000 for the first time, led by Samsung Electro-Mechanics and SK Hynix. Experts discuss the AI-driven structural shift, MLCC cycle, and the upcoming 2x leveraged ETF launch. Economist Kim Han-jin argues KOSPI can go to 10,000+ on earnings power, while Head of Department Kim Jang-yeol is bullish on semiconductors and parts but cautious on Samsung Electronics.

• KOSPI hit a new all-time high above 8,000, with external buying returning after 13 days.
• Samsung Electro-Mechanics surged 17% on MLCC price cycle and silicon capacitor catalysts, with target prices raised to 2 million won.
• SK Hynix reached 2 million won, and the launch of 2x leveraged ETFs is expected to amplify inflows.
• Economist Kim Han-jin compares current AI cycle to the late 1990s, says KOSPI can structurally re-rate to 10,000-12,000.
• Head of Department Kim Jang-yeol highlights the parts supply chain (MLCC, substrates) as the next big opportunity.
• Shipbuilding stocks rallied on Canada warship orders and defense themes.
• Market breadth was poor: only 230 stocks rose vs 660 fell, showing extreme concentration.
• Investors are advised to hold leading semiconductor stocks through volatility and avoid chasing overbought names.