New York Stock Market 3 Major Indices 'Rebound' Despite Rising Treasury Yields...Bitcoin 'Strong' for Days

[August 26, 2024 Morning Broadcast Full View] New York Stock Market 3 Major Indices 'Rebound' Despite Rising Treasury Yields...Bitcoin 'Strong' for Days
Watch on YouTube ↗  |  August 24, 2026 at 03:22  |  6:10:06  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator
Jang Woo-jin — Writer
Lee Ji-eun — Representative of EasyStock
Lee Kwon-hee — CEO, Economist
Lee Hyuk-jin — Reporter, The Bell
Kim Nam-ung — CEO, Populus
Park Sang-hyup — Editor
Park Byeong-chang — Director, MP Partners

Summary

The broadcast covers global market reactions to rising US Treasury yields and anticipation surrounding Nvidia's earnings and the Jackson Hole meeting. Experts discuss the sharp divergence between Samsung Electronics and SK Hynix following their respective shareholder return announcements, with varying views on the semiconductor cycle. The crypto segment highlights Bitcoin's recent surge, driven by macro uncertainties and regulatory hopes, while emphasizing investments in revenue-generating platforms over speculative meme coins.

  • US markets show sector rotation amid concerns over rising Treasury yields and data center capex sustainability.
  • Samsung Electronics faces a sharp stock drop due to disappointment over its dividend-heavy shareholder return policy compared to SK Hynix's share buybacks.
  • Experts suggest the semiconductor sector faces short-term volatility, advising caution or buying only on extreme dips.
  • Korean cosmetics, secondary batteries, and biotech sectors are highlighted as potential alternatives to semiconductors for the remainder of the year.
  • Construction stocks and specific biotech firms (Alteogen, ST Pharm) are identified as beneficiaries of AI infrastructure and new cancer treatments.
  • Bitcoin and gold are rising as alternative assets amid US fiscal deficit concerns and potential regulatory easing.
  • Crypto experts recommend investing in revenue-generating platforms like Hyperliquid and Pump.fun rather than individual meme coins.
Ideas
Park Myung-seok Curator 25:51
Buy US equities during mid-term election volatility.
US equities remain attractive due to strong corporate earnings and optimism around AI adoption. Any market volatility caused by the upcoming mid-term elections should be viewed as a buying opportunity for a year-end rally.
SPY MED
Jang Woo-jin Writer 76:21
Hold financials and telecoms for long-term stability.
Financial holding companies and telecom stocks are structurally stable and provide steady dividends. They are safe long-term holdings that can withstand current market volatility without significant downside risk.
IYZ XLF MED
Jang Woo-jin Writer 78:48
Avoid aggressive buying in semiconductors amid uncertainty.
The semiconductor sector faces significant macro uncertainties, including inflation and concerns over AI capex sustainability. While long-term volume (Q) growth is expected, short-term price (P) drops could cause sharp corrections, making aggressive new purchases risky at this time.
SMH MED
Jang Woo-jin Writer 83:24
Buy gold and silver as fiat alternatives.
Gold is highly attractive as trust in fiat currencies and government bonds declines, driven by rising national debt and geopolitical tensions. Silver is also a strong buy due to increasing industrial demand from sectors like solar and secondary batteries combined with limited supply.
GLD SILVER HIGH
Lee Ji-eun Representative of EasyStock 207:25
Korean cosmetics momentum will continue through year-end.
Korean cosmetics companies, particularly OEM/ODM firms and indie brands, are seeing explosive export growth to Western markets. Despite Q3 traditionally being an off-season, strong earnings momentum is expected to continue through the end of the year.
241710.KQ 123330.KQ 278470.KS 192820.KS MED
Lee Kwon-hee CEO, Economist 224:02
Buy Samsung Electronics on the current overreaction.
The sharp drop in Samsung Electronics' stock due to disappointment over its dividend-focused shareholder return policy is an overreaction. The company still committed to a massive 110 trillion won return plan, making the current pullback a clear buying opportunity.
005930.KS HIGH
Lee Kwon-hee CEO, Economist 239:11
Buy secondary batteries and biotech in September.
Secondary batteries and biotech are the top sector picks for September. Biotech typically sees positive momentum from technology export deals in the fourth quarter, while secondary batteries are starting to reflect delayed positive earnings from Q2.
Secondary batteries XBI MED
Lee Hyuk-jin Reporter, The Bell 266:51
Buy construction stocks for data center buildouts.
Construction stocks are trading at very low PBRs and will benefit significantly from the upcoming cycle of building AI data centers and semiconductor fabs. They are an attractive play for next year regardless of interest rate movements.
ITB 006360.KS 028260.KS MED
Lee Hyuk-jin Reporter, The Bell 292:50
Alteogen and ST Pharm benefit from mRNA/Keytruda.
Moderna's success with an mRNA cancer vaccine combined with Keytruda opens a new era of customized cancer treatments. Key Korean beneficiaries include Alteogen, which is developing a subcutaneous version of Keytruda, and ST Pharm, which supplies mRNA materials.
237690.KQ 196170.KQ MED
Lee Hyuk-jin Reporter, The Bell 297:33
VC stocks attractive ahead of potential Kosdaq rally.
Venture capital investment in unlisted companies has surged recently, mirroring the pattern seen before the 2023 Kosdaq rally. This suggests a potential Kosdaq bull market next year, making VC stocks highly attractive as they benefit from successful exits.
Venture Capital KOSDAQ MED
Kim Nam-ung CEO, Populus 363:00
Invest in revenue-generating crypto platforms over memecoins.
Instead of speculating on individual meme coins, investors should buy tokens of revenue-generating platforms like Pump.fun and Hyperliquid (HYPE), which directly link platform growth to token value through buybacks. Ethena (ENA) is also a strong beta play in bull markets due to high funding rates.
PUMP.FUN ENA HYPE HIGH
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815 Money Talk (815머니톡) · Aug 24

This 3PRO TV (삼프로TV) video, published August 24, 2026, features Park Myung-seok, Jang Woo-jin, Lee Ji-eun, Lee Kwon-hee, Lee Hyuk-jin, Kim Nam-ung discussing SPY, IYZ, XLF, SMH, GLD, SILVER, 241710.KQ, 123330.KQ, 278470.KS, 192820.KS, 005930.KS, Secondary batteries, XBI, ITB, 006360.KS, 028260.KS, 237690.KQ, 196170.KQ, Venture Capital, KOSDAQ, PUMP.FUN, ENA, HYPE. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok, Jang Woo-jin, Lee Ji-eun, Lee Kwon-hee, Lee Hyuk-jin, Kim Nam-ung  · Tickers: SPY, IYZ, XLF, SMH, GLD, SILVER, 241710.KQ, 123330.KQ, 278470.KS, 192820.KS, 005930.KS, Secondary batteries, XBI, ITB, 006360.KS, 028260.KS, 237690.KQ, 196170.KQ, Venture Capital, KOSDAQ, PUMP.FUN, ENA, HYPE