Meta to Build 1GW Data Center in Canada | Stock Market Loses Confidence, Leveraged Investing Decreases…Deposits Rise by 12 Trillion | Imported Car Market Share Exceeds 25% for the First Time | Reporter Kwon Soon-woo of 3PRO TV

Summary

Reporter Kwon Soon-woo discusses key market news: Meta's 1GW data center in Canada refutes AI overinvestment fears, supporting memory chip demand; imported car market share surpasses 25% with Tesla and BYD leading on cost-effective EVs; physical AI theme remains intact despite target price cuts; and market sentiment weakens with declining trading activity. The discussion suggests bullish signals for semiconductor (SK Hynix) and EV leaders (Tesla, BYD), while physical AI stocks may offer a contrarian watch.

• Meta's new AI data center signals continued infrastructure buildout, countering oversupply worries.
• SK Hynix ADR listing draws attention; memory chip demand underpinned by big tech investments.
• Imported cars' market share tops 25% first time, led by Tesla Model Y and BYD's affordable EVs.
• Cost-effective EVs are the key growth driver, benefiting Tesla and BYD.
• Hyundai Motor and Mobis target prices cut, but physical AI fundamentals unchanged.
• Market indicators show declining trading volumes, margin debt, and rising deposits, hinting at market fatigue.
• The sell-off in physical AI stocks is sentiment-driven, not fundamental deterioration.