NVIDIA, Naver's '3rd Largest Shareholder'... Circulation Trading Sparks Cause 2nd Place Market Cap Drop | China's CXMT Surges 470% on First Day of Listing... 'Cause of Samsung-SK Hynix Decline?' | Ryu Jong-eun 3PRO TV Reporter

NVIDIA, Naver's "3rd Largest Shareholder"...Circulation Trading "Sparks" Cause 2nd Place Market Cap Drop | China's CXMT Surges 470% on First Day of Listing..."Cause of Samsung-SK Hynix Decline?" | Ryu Jong-eun 3PRO TV Reporter [NEWS3]
Watch on YouTube ↗  |  July 27, 2026 at 23:29  |  31:24  |  3PRO TV (삼프로TV)
Speakers
Ryu Jong-eun — Reporter, 3PRO TV
Jeong Young-jil — Host

Summary

Reporter Ryu Jong-eun discusses NVIDIA's $1B investment in Naver, making it the third-largest shareholder, and the stock's rise. She also covers NVIDIA's market cap falling behind Apple amid circular trading worries and concerns about its CUDA moat. Additionally, she reports on China's CXMT memory chip IPO surging 470%, threatening Samsung and SK Hynix through foreign fund rotation. The host briefly highlights Samsung and Apple's smartphone market share gains.

  • NVIDIA invests $1B in Naver, becomes third-largest shareholder; Naver shares jump 8% on AI cloud partnership
  • NVIDIA loses global market cap top spot to Apple as circular trading and CUDA moat erosion fears mount
  • China's CXMT memory IPO skyrockets 470% on first day, surpassing SK Hynix in market cap
  • Korean memory leaders Samsung and SK Hynix face near-term capital outflows as Asian funds rotate into CXMT
  • Samsung and Apple increase smartphone market share to nearly 40% in Q2 by holding prices
  • Private lending surge in Korea reflects regulatory arbitrage in overheated real estate markets
Ideas
Ryu Jong-eun Reporter, 3PRO TV 3:08
NVIDIA investment boosts Naver's AI cloud prospects
NVIDIA invested $1 billion to become Naver's third-largest shareholder, signaling a strategic partnership in AI cloud (Neo Cloud). Naver will burn treasury shares, increasing NVIDIA's stake to 4.5%. The collaboration will enable Naver to provide computing power globally, generating significant revenue and justifying the stock's 8% surge.
035420.KS MED
Ryu Jong-eun Reporter, 3PRO TV 15:09
CXMT IPO draws funds away from Korean memory
CXMT's IPO soared 470% on its first day without price limits, creating a powerful magnet for Asian institutional funds. This capital rotation is causing foreign outflows from Samsung Electronics and SK Hynix, as money moves from Korean memory leaders into Chinese equities. Near-term caution is warranted due to continued selling pressure.
000660.KS MED
Jeong Young-jil Host 27:10
Apple and Samsung gain smartphone market share
In Q2 global smartphone sales, only Apple and Samsung gained market share, now together nearly 40%. Both companies held prices steady amid rising component costs, making their premium devices attractive relative to inflated budget phones.
AAPL LOW
Jeong Young-jil Host 27:10
Apple and Samsung gain smartphone market share
CXMT's IPO soared 470% on its first day without price limits, creating a powerful magnet for Asian institutional funds. This capital rotation is causing foreign outflows from Samsung Electronics and SK Hynix, as money moves from Korean memory leaders into Chinese equities. Near-term caution is warranted due to continued selling pressure.
005930.KS LOW
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This 3PRO TV (삼프로TV) video, published July 27, 2026, features Ryu Jong-eun, Jeong Young-jil discussing 035420.KS, 000660.KS, AAPL, 005930.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ryu Jong-eun, Jeong Young-jil  · Tickers: 035420.KS, 000660.KS, AAPL, 005930.KS