Buzzberg Cup Live

[26.05.28 Morning Broadcast Full View] "Semiconductors Go Further!" New York Stock Market Closes Up Amid Falling Oil Prices and Interest Rates

Watch on YouTube ↗  |  May 28, 2026 at 03:23  |  6:09:36  |  3PRO TV (삼프로TV)
Speakers
Lee Kwon-hee — CEO, Economist
Han Yu-geon — Team Leader, Hana Securities Research Center
Kim Hyun-tae — Head of Global Equity Management, Korea Investment Trust Management
Park Byeong-chang — Director, MP Partners

Summary

The broadcast covers the US market's new highs amid falling oil prices and interest rates, with a focus on the semiconductor sector's structural growth driven by AI. It also discusses the SpaceX IPO and space sector enthusiasm, as well as Ethereum's philosophical shift. The overall view is positive on semiconductors and space, with caution on oil and crypto.

  • US indexes hit record highs as oil prices decline on Iran peace hopes.
  • Professional investors recommend long semiconductor memory stocks (Samsung, SK Hynix, Micron) on structural growth.
  • Power equipment stocks seen as beneficiaries of AI data center buildout.
  • Space sector gains momentum ahead of SpaceX IPO, with specific picks like Rocket Lab and EchoStar.
  • Ethereum's direction debated due to Vitalik Buterin's new focus on core values.
  • Korean market sees extreme concentration in semiconductor leveraged ETFs.
  • Oil prices expected to stay lower but not below $80 in near term.
Ideas
Je-yoon 6:36
Semiconductors to rally for 2 years.
The semiconductor sector will continue its upward trend for at least two more years driven by AI infrastructure demand, despite short-term valuation concerns.
SMH HIGH
Lee Kwon-hee CEO, Economist 61:48
Memory semiconductors structurally re-rating, buy top names.
Memory semiconductors are undergoing a structural shift from cyclical to structural growth due to long-term supply agreements (LTAs) with AI chipmakers, warranting a valuation re-rating, and benefiting Samsung, SK Hynix, and Micron, especially in HBM.
MU 000660.KS 005930.KS HIGH
Lee Kwon-hee CEO, Economist 76:46
Power equipment demand just starting, more upside.
Power equipment companies like Hyosung Heavy Industries and HD Hyundai Electric have further upside as AI data center orders are only starting to materialize, and the current valuation is not reflective of the multi-year demand cycle.
298040.KS 267260.KS MED
Han Yu-geon Team Leader, Hana Securities Research Center 220:55
Almac space materials play, buy.
Almac, a Korean specialty materials company, is positioned to benefit from the space supply chain as SpaceX and other space companies increase production, and its upcoming entry into the value chain provides significant upside.
ALMAC HIGH
Kim Hyun-tae Head of Global Equity Management, Korea Investment Trust Management 276:44
Space ETFs for exposure to sector.
Space ETFs such as TIGER US Space Tech and Ace Active offer diversified exposure to the growing space industry, catalyzed by the SpaceX IPO and accelerating demand for satellite services and space data centers.
TIGER US Space Tech ACE Active Space ETF MED
Kim Hyun-tae Head of Global Equity Management, Korea Investment Trust Management 298:35
EchoStar as SpaceX proxy buy.
EchoStar holds a significant stake in SpaceX and serves as a proxy for SpaceX's valuation ahead of its IPO, offering a leveraged play on SpaceX's public listing.
SATS MED
Kim Hyun-tae Head of Global Equity Management, Korea Investment Trust Management 303:30
Rocket Lab high growth, strong backlog.
Rocket Lab shows strong revenue growth (63% YoY) and a book-to-bill ratio of 3x, indicating robust demand for its launch services and space systems, making it a high-growth pick in the space sector.
RKLB HIGH
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Hyundai AutoEver" Why Should We Look At It Now? | Cho Hee-jin, Hana Securities Apgujeong Financial Center Deputy [Double Crew]
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The Real Reason Samsung Electronics and SK Hynix Are Rising While Other Semiconductor Stocks Are Falling! / What is the Semiconductor Momentum Hidden by ETF Supply and Demand? | Director Lee Juyeon
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The Ball SpaceX Launched, What Impact Will It Have on Domestic Stocks? | Han Yu-geon, Hana Securities Research Center Team Leader [Double Up]
3PRO TV (삼프로TV) · May 28

This 3PRO TV (삼프로TV) video, published May 28, 2026, features Je-yoon, Lee Kwon-hee, Han Yu-geon, Kim Hyun-tae discussing SMH, MU, 000660.KS, 005930.KS, 298040.KS, 267260.KS, ALMAC, TIGER US Space Tech, ACE Active Space ETF, SATS, RKLB. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Je-yoon, Lee Kwon-hee, Han Yu-geon, Kim Hyun-tae  · Tickers: SMH, MU, 000660.KS, 005930.KS, 298040.KS, 267260.KS, ALMAC, TIGER US Space Tech, ACE Active Space ETF, SATS, RKLB