July 26, 07 AM Broadcast Full View: What is China's 'Moonshot'? Tech Stocks Decline Overall... WTI Oil Price +4% Rise

[July 26, 07 AM Broadcast Full View] What is China's 'Moonshot'? Tech Stocks Decline Overall...WTI Oil Price +4% Rise
Watch on YouTube ↗  |  July 20, 2026 at 03:21  |  6:10:31  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator
Lee Kwon-hee — CEO, Economist
Kwon Soon-ho — Team Lead, Sampro TV
Kim Sun-hwa — Committee Member, Bio Analyst
Bae Moon-sung — Director, Life Asset Management
Park Byeong-chang — Director, MP Partners

Summary

The broadcast covers a sharp global tech sell-off triggered by China's new AI model Kimi K3 and TSMC results. Curator Park Myung-suk argues the US market correction is healthy and a buying opportunity, while CEO Lee Kwon-hee sees Korean semiconductor and broad market drops as overdone, recommending Samsung Electronics and SK hynix. Team Lead Kwon Soon-ho highlights US defense shipbuilding orders boosting Korean shipyards, and bio analyst Kim Sun-hwa advises accumulating large-cap Korean biopharma ahead of Q4 catalysts. The Crypto segment presents Bitcoin and Solana as long-term accumulation candidates.

  • US equity drop seen as healthy rotation; H2 recovery expected; buy US stocks on dips.
  • Kimi K3 AI model from China triggers semi sell-off but is called an overreaction; AI hardware demand remains strong.
  • Korean memory stocks (Samsung, SK hynix) down 30-40% with no fundamental crisis; extreme valuations signal a buying opportunity.
  • KOSPI PBR drops to 5.8x, near crisis levels; a technical rebound to 8000 is anticipated.
  • Korean shipbuilders benefit from US defense contracts and floating data center partnerships.
  • Large-cap Korean biopharma (Samsung Biologics, Celltrion, SK Biopharm) expected to recover in Q4 on conference and deal catalysts.
  • Bitcoin ETF inflows turn positive; long-term holder supply hits all-time high; 4-year cycle suggests accumulation phase.
  • Solana mentioned as a favored asset for its ecosystem strength.
Ideas
Park Myung-seok Curator 9:35
Buy the dip in US stocks.
The decline in US equities is a healthy correction and sector rotation, not a trend reversal. Fundamentals remain strong, AI capex by hyperscalers continues, and the second half of the year will see a recovery. Investors must allocate to US equities on this dip.
SPY QQQ HIGH
Park Myung-seok Curator 39:26
AI semiconductor oversold, buy the dip.
The sell-off in AI-related semiconductors is irrational and driven by sentiment and leveraged products, not fundamentals. AI hardware is very broad (beyond just memory) and will continue to see strong demand as hyperscaler capex remains elevated. The Philadelphia Semiconductor Index decline of 20% is a temporary summer correction and a buying opportunity.
SMH MED
Park Myung-seok Curator 42:16
Buy Apple, safe AI play.
Apple avoids the capex debate because it does not heavily invest in AI infrastructure. HSBC upgraded to buy, and the rollout of Apple Intelligence and new Siri features will act as catalysts. Apple is smartly managing its ecosystem and can acquire distressed AI competitors, making it a safe haven within tech.
AAPL MED
Lee Kwon-hee CEO, Economist 52:19
Buy SK hynix on overdone sell-off.
SK hynix has corrected 38% from its peak, but HBM demand remains robust and long-term contract protections are stronger than in past cycles. The fear around memory peak-out is excessive. With earnings still strong and LTA locking in future revenue, the stock is a buy on this oversold condition.
000660.KS HIGH
Lee Kwon-hee CEO, Economist 71:34
Buy Samsung Electronics on extreme valuation.
Samsung Electronics has fallen 32% from its highs, and its forward PBR has dropped to 3.8x, an extreme low. The sell-off is overdone with no matching fundamental deterioration. Upcoming earnings and shareholder return plans will support a rebound. This is a strong buying opportunity for value-oriented investors.
005930.KS HIGH
Lee Kwon-hee CEO, Economist 78:01
KOSPI rebound to 8000 is likely.
The KOSPI index has fallen to a PBR of 5.8x, a level seen only during financial crises, despite no systemic event. The extreme correction will invite smart money accumulation. A technical rebound to at least 8000 points is likely as panic subsides and positive catalysts from earnings emerge.
EWY MED
Kwon Soon-ho Team Lead, Sampro TV 111:09
Buy shipbuilders on US defense orders.
US defense and naval demand is flowing to Korean shipbuilders. Hanwha Philly Shipyard won a ~3 trillion won contract for two US missile test measurement ships under the Golden Project. HD Hyundai signed a strategic partnership with a US C company for offshore structures, potentially including floating data centers. This marks a positive cycle for the sector.
042660.KS 329180.KS MED
Kim Sun-hwa Committee Member, Bio Analyst 236:01
Buy Korean large-cap biopharma now.
Despite recent underperformance versus US biotech, Korean large-cap biopharma companies (Samsung Biologics, Celltrion, SK Biopharm) have strong R&D pipelines, BD capabilities, and global competitiveness. Q4 will bring major academic conferences and potential tech transfer deals that will re-rate these stocks. Current levels offer an attractive long-term entry point.
207940.KS 068270.KS 326030.KS MED
Bae Moon-sung Director, Life Asset Management 308:00
Accumulate Bitcoin for long term.
Bitcoin is in an accumulation phase. ETF inflows have turned positive after a heavy outflow period, and the supply held by long-term holders is at an all-time high. The 4-year cycle points to a bottom around November, and the asset remains well-positioned for the next upswing when interest rate headwinds ease.
BTC MED
Bae Moon-sung Director, Life Asset Management 330:04
Hold Solana for strong returns.
Solana has been a strong performer historically and remains a favored personal holding. Its ecosystem and technology continue to attract users, offering good upside potential alongside Bitcoin.
SOL LOW
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This 3PRO TV (삼프로TV) video, published July 20, 2026, features Park Myung-seok, Lee Kwon-hee, Kwon Soon-ho, Kim Sun-hwa, Bae Moon-sung discussing SPY, QQQ, SMH, AAPL, 000660.KS, 005930.KS, EWY, 042660.KS, 329180.KS, 207940.KS, 068270.KS, 326030.KS, BTC, SOL. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok, Lee Kwon-hee, Kwon Soon-ho, Kim Sun-hwa, Bae Moon-sung  · Tickers: SPY, QQQ, SMH, AAPL, 000660.KS, 005930.KS, EWY, 042660.KS, 329180.KS, 207940.KS, 068270.KS, 326030.KS, BTC, SOL