May 29 Before Market Open: NYSE Hits All-Time Highs on US-Iran Negotiation Conclusion; Korea ETF Surges 4%, NPS Expands Domestic Stock Allocation to 20.8%

Summary

The panel discusses US-Iran ceasefire news boosting global markets, the NPS surprise increase in domestic equity allocation, and Jensen Huang's upcoming Korea visit. Key themes include continued dominance of semiconductors (SK hynix, Samsung), physical AI/robotics beneficiaries (LG Electronics, Robotis, SI firms), and undervalued plays (Kia, Naver, LG Innotek).

• US and Iran reach a MOU on ceasefire, driving NYSE to new highs.
• National Pension Service raises domestic stock target to 20.8%, removing a massive overhang.
• Jensen Huang will visit Korea in June, boosting physical AI and robotics related stocks.
• SK hynix expected to overtake Samsung in market cap on pure memory structural growth.
• LG Electronics, Samsung SDS, LG CNS seen as key physical AI beneficiaries.
• Solar momentum from First Solar lifts OCI Holdings.
• Kia and Naver highlighted as cheap value plays with catalysts.
• Hanmi Semiconductor's TC bonder monopoly seen as key to HBM/HBF expansion.