July 1st Morning Broadcast Full View: Nasdaq Rises 1.5% Amid Continued Tech Stock Rally... What Will the July Market Be Like?

[July 1st AM Broadcast Full View] Nasdaq Rises 1.5% Amid Continued Tech Stock Rally...What Will the July Market Be Like?

Watch on YouTube ↗ | July 01, 2026 at 03:15 | 6:08:41 | 3PRO TV (삼프로TV)

Speakers

Kim Min-kyung — Deputy Manager

Park Joon — Manager

Park Byeong-chang — Director, MP Partners

Park Myung-seok — Curator

Lee Yoon-soo — CEO

Park Sang-hyun — Editor, Digital Asset

Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Summary

The July 1st morning broadcast covers global markets after a strong Nasdaq close. Experts discuss the continued tech rally, highlighting AI-driven demand for semiconductor components and MLCC stocks. They recommend Korean semiconductor substrate stocks, power utilities, and securities firms, while advising an overweight in US equities due to Korean macro headwinds. A crypto segment analyzes Bitcoin's weakness and Circle's competitive threat from a new stablecoin consortium. Key risks include yen carry trade, tech overconcentration, and the weak Korean won.

Nasdaq rises 1.5% driven by tech and AI hardware stocks.
Korean MLCC and substrate component makers highlighted as AI data center beneficiaries.
Korean power utilities and securities stocks pitched as recovery plays.
Experts advocate overweighting US equities amid Korean macro headwinds.
Bitcoin expected to recover as rate hike fears are seen as overblown.
Circle stock threatened by new stablecoin consortium OUSD.
Korean won and yen weakness add to market uncertainty.
EcoPro BM rights offering weighs on KOSDAQ sentiment.

Ideas

Park Myung-seok Curator 14:22

Prefer US stocks over Korean stocks.

Korean macro headwinds—including a persistently weak won, heavy foreign outflows, and rising market difficulty—are making domestic stocks challenging. Meanwhile, the US market is performing well, led by the AI rally, making it a comparatively easier and more rewarding environment. He recommends that Korean investors increase their allocation to US equities.

Kim Min-kyung Deputy Manager 231:00

MLCC and substrate shortage boosts stocks.

AI data center demand is driving MLCC and substrate shortages with limited supply, leading to price increases. Samsung Electro-Mechanics has secured a direct supply contract with a major big tech firm and is expanding capacity, supporting margin expansion. She raised her target price to 300,000 KRW and recommends buying a basket of Korean semiconductor substrate and component stocks including Samsung Electro-Mechanics, LG Innotek, Daeduk Electronics, and Simmtech.

Park Joon Manager 283:00

AI power demand and nuclear revival play.

Power demand from AI data centers and the nuclear policy revival support earnings recovery for Korean power utilities. Korea Electric Power (KEPCO) has seen earnings estimate downgrades stop, and oil prices are declining, easing cost pressures. Doosan Enerbility stands to benefit from US nuclear plant orders. Both stocks are undervalued and poised for a rebound.

Park Byeong-chang Director, MP Partners 293:37

Korean securities stocks benefit from high trading.

Strong trading volumes and elevated market volatility are boosting brokerage revenues. Korean securities stocks are currently undervalued and likely to rise as earnings improve. He specifically names Kiwoom Securities, NH Investment & Securities, Mirae Asset Securities, and Korea Investment Holdings as attractive recovery plays.

Park Sang-hyun Editor, Digital Asset 325:39

Circle faces existential stablecoin competition.

A newly formed stablecoin consortium (OUSD) backed by 149 major firms including Visa, Mastercard, and Stripe threatens Circle's business model. The consortium will share reserve income with partners, directly undermining Circle's main profit source. Circle's stock sell-off is justified, and the competitive pressure is likely to persist.

Lee Yoon-soo CEO 367:26

Bitcoin to recover on fading rate fears.

Federal Reserve rate hike fears are overblown because consumption is structurally weakening and inflation concerns are easing with falling oil prices. Bitcoin has already priced in these fears and will recover once the market realizes that further hikes are unlikely.

Up Next

What are the alternatives in a market where Samjeon-Nix is taking a break? | Park Ji-hoon, Yeo Do-eun, Heo Jae-mu [Morning N Investment]

3PRO TV (삼프로TV) · Jul 01

How far will Samsung Electro-Mechanics' sprint go? | Kim Min-kyung, Senior Researcher, Hana Securities Research Center [Double Up]

3PRO TV (삼프로TV) · Jul 01

BlackRock's Semiconductor Concentration Warning.. EcoPro BM 1.2 Trillion Won Rights Offering, Short-Term Shock Inevitable / Will KOSDAQ Bull Market Begin? | Director Lee Ju-yeon

815 Money Talk (815머니톡) · Jul 01

Are you crying because of Hyundai Motor? The real deal starts in the second half | Lee Jong-won, Team Leader, Hana Securities Sales Department 1 WM Center [Double Crew]

3PRO TV (삼프로TV) · Jul 01

Samsung Electro-Mechanics' All-Time High Breakout Scenario, Is There Concern About National Pension Service Selling? | Author Jang Woojin [Double Check]

3PRO TV (삼프로TV) · Jul 01

This 3PRO TV (삼프로TV) video, published July 01, 2026, features Park Myung-seok, Kim Min-kyung, Park Joon, Park Byeong-chang, Park Sang-hyun, Lee Yoon-soo discussing SPY, 009150.KS, 008060.KS, 222800.KQ, 034020.KS, 015760.KS, 005940.KS, 071050.KS, 039490.KS, 006800.KS, USDC, BTC. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok, Kim Min-kyung, Park Joon, Park Byeong-chang, Park Sang-hyun, Lee Yoon-soo · Tickers: SPY, 009150.KS, 008060.KS, 222800.KQ, 034020.KS, 015760.KS, 005940.KS, 071050.KS, 039490.KS, 006800.KS, USDC, BTC