NVIDIA Revealed the Secret Behind Samsung Electronics and SK Hynix's Surge... But Why Are Foreigners Selling?

Summary

CEO Lee Gwon-hee analyzes market moves driven by NVIDIA's next-gen chip demand, which requires significantly more memory, PCB, and MLCC components. He recommends buying Samsung Electronics and power equipment stocks, while advising a wait-and-see approach on Samsung Electro-Mechanics and preferring Hyundai Motor over LG Electronics.

• NVIDIA's Vera Rubin architecture will increase memory cost by 435%, PCB by 233%, and MLCC by 182%.
• Samsung Electronics is highlighted as the most undervalued major Korean stock and a buy.
• Power equipment stocks, including LS Electric, are recommended for AI data center demand.
• Samsung Electro-Mechanics is a beneficiary but overbought; wait for a pullback.
• Hyundai Motor is favored over LG Electronics for its stability and export strength.
• Foreign investors sold SK Hynix while buying Samsung Electronics, institutions added to both.
• The speaker advises against short-term chasing and emphasizes a long-term perspective.
• Exchange rate weakness is seen as beneficial for Korean exporters.