[26.05.11 오후 방송 전체보기] 코스피 올해만 8번째 매수 사이드카…어디까지 올라가는 거예요? [클로징벨 라이브]

Watch on YouTube ↗  |  May 11, 2026 at 10:56  |  4:28:46  |  3PRO TV (삼프로TV)
Speakers
Kim Jang-yeol — Reporter, The Bell
Park Myung-seok — Curator

Summary

This video covers the KOSPI rally driven by semiconductor and auto stocks, with extreme concentration. Experts discuss the AI data center boom, agent AI era, and future supply chain themes including robotics, optical communications, and energy storage. They advise investors to focus on leading sectors like semiconductors and consider Samsung Electronics over SK Hynix for longer-term holding.

  • KOSPI hit new highs but breadth is poor; only large caps rise.
  • AI semiconductor supply chain remains the dominant theme.
  • Agent AI era increases importance of CPU and memory.
  • Korean robotics/physical AI stocks are gaining momentum.
  • Fluence Energy highlighted as AI data center beneficiary.
  • Samsung Electronics preferred over SK Hynix for long-term.
  • Hyundai Motor group and shipbuilding stocks show potential.
  • Investors urged to study companies thoroughly.
Trade Ideas
Kim Jang-yeol Reporter, The Bell 30:41
Hyundai Motor target 80,000 won viable.
Hyundai Motor's valuation supports upside to 80,000 won based on Samsung Securities' target using 18x P/E, and the stock has strong narrative momentum with physical AI and robotics tailwinds.
005380.KS MED
Kim Jang-yeol Reporter, The Bell 37:14
Korean robotics stocks set to rise.
Korean robotics/physical AI companies including Rainbow Robotics, Robotis, and Hyundai Mobis are benefiting from accelerated physical AI adoption and strong narratives, making them key beneficiaries.
277810.KQ 108490.KQ 012330.KS MED
Kim Jang-yeol Reporter, The Bell 41:57
Prefer Samsung over SK Hynix.
Samsung Electronics offers more long-term upside than SK Hynix due to its broader business (foundry, system LSI) beyond memory cycle limits, while Hynix may face a peak. Hold Samsung, reduce Hynix exposure.
005930.KS MED
Kim Jang-yeol Reporter, The Bell 41:57
Prefer Samsung over SK Hynix.
Samsung Electronics offers more long-term upside than SK Hynix due to its broader business (foundry, system LSI) beyond memory cycle limits, while Hynix may face a peak. Hold Samsung, reduce Hynix exposure.
000660.KS MED
Park Myung-seok Curator 115:02
Fluence Energy wins AI data center contracts.
Fluence Energy is a direct beneficiary of AI data center growth, with massive order increases and contracts from hyperscalers for on-site energy storage solutions, making it a key play in the AI infrastructure buildout.
FLNC MED
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This 3PRO TV (삼프로TV) video, published May 11, 2026, features Kim Jang-yeol, Park Myung-seok discussing 005380.KS, 277810.KQ, 108490.KQ, 012330.KS, 005930.KS, 000660.KS, FLNC. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jang-yeol, Park Myung-seok  · Tickers: 005380.KS, 277810.KQ, 108490.KQ, 012330.KS, 005930.KS, 000660.KS, FLNC