왜 아직도 더 사라는 것일까? | 권택중 더 센터필드W 과장 [더블 크루]

Summary

In this Double Crew episode, Kwon Taek-joong, Manager at The Centerfield W, argues the Korean equity rally is still intact, led by Samsung Electronics and SK hynix on AI memory demand. He advises staying long the KOSPI, watching a potential bottom in oversold US AI software/SaaS, and favoring Korean securities/financials. He also describes a barbell diversification into AI-safe sectors like entertainment/beauty and raw-material inflation beneficiaries such as Caterpillar, trading companies, miners, and construction machinery, and flags Hyundai Motor as a possible single-stock 2x ETF candidate.

• Kwon expects the Korean market uptrend to continue, with Samsung Electronics and SK hynix leading.
• He cites foreign inflows via US-listed Korea ETFs and upcoming single-stock 2x ETF launches as supply catalysts.
• He sees AI memory/semiconductor demand as durable even if AI agents disrupt software.
• He views the US AI software/SaaS selloff as a watch-for-bottom opportunity, not an apocalypse.
• He calls Korean securities/financials a top pick, though short-term overheating may cause a rest.
• He has added AI-safe entertainment/beauty and inflation beneficiaries like Caterpillar, trading companies, miners, and construction machinery.
• Hyundai Motor is noted as a possible candidate for a Korean single-stock 2x ETF.
• Lithium is mentioned only briefly as rising.