시장은 더 간다는데…끝까지 갈까? 여기서 내릴까? | 박병창 MP파트너스 대표 [마켓 인사이드]

Watch on YouTube ↗  |  May 11, 2026 at 00:49  |  45:43  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

Park Byung-chang, CEO of MP Partners, reviews the Korean and US markets, emphasizing the semiconductor-driven rally led by Samsung Electronics and SK hynix. He highlights massive earnings expectations and the potential for further upside, while also cautioning about long-term margin risks from big-tech contract demands. Additional topics include Intel's foundry turnaround, KOSDAQ activation plans, and Nvidia's equity investment themes.

  • Market surge driven by semiconductors, especially Samsung Electronics and SK hynix.
  • Earnings expectations for Samsung and SK hynix are at extraordinary levels (300-400 trillion KRW and 200-280 trillion KRW).
  • Intel is rebounding on foundry deals with Apple and advanced packaging technology.
  • Hyundai Motor showed rotational strength when semiconductors paused.
  • SK hynix faces potential margin pressure from long-term supply contracts with big tech.
  • KOSDAQ activation plan may cause differentiation between premium and lower-tier stocks.
  • Nvidia's equity investments in various companies are influencing market themes.
  • Goldman Sachs raised its KOSPI target to 9,000 points.
Trade Ideas
Park Byeong-chang Director, MP Partners 6:34
Auto sector leads market rebound
Hyundai Motor led the market rebound on days when semiconductors paused, indicating rotational strength in the auto sector and supporting a bullish view on the stock.
005380.KS LOW
Park Byeong-chang Director, MP Partners 14:36
AI drives earnings and stock higher
AI investment demand is driving explosive earnings growth for Samsung Electronics and SK hynix, with consensus estimates reaching 300-400 trillion KRW and 200-280 trillion KRW respectively, supporting further upside in stock prices despite short-term overheating concerns.
005930.KS 000660.KS HIGH
Park Byeong-chang Director, MP Partners 28:15
Foundry and Apple deal fuel Intel
Intel is benefiting from foundry orders from Apple and possibly Google/Meta, advanced glass-substrate packaging technology (EMIB), and political pressure from the US government, leading to a tripling of the stock price and further upside potential.
INTC HIGH
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This 3PRO TV (삼프로TV) video, published May 11, 2026, features Park Byeong-chang discussing 005380.KS, 005930.KS, 000660.KS, INTC. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: 005380.KS, 005930.KS, 000660.KS, INTC