Volatility will end soon.. If a sharp decline comes, make it a buying opportunity "We need to regain confidence" | Director Park Hyun-sang

Summary

Director Park Hyun-sang discusses the market after recent volatility, arguing that AI capex remains intact and that sharp declines are buying opportunities. He recommends a core semiconductor position in Samsung and SK hynix, highlights LS Electric's earnings-driven surge, and frames KOSPI in a 6,500-7,800 range. He also outlines post-earnings rotation plays in KOSDAQ, renewable energy, ESS, biotech, and secondary batteries.

• Google's solid capex guidance reaffirms the AI investment cycle, lifting data center, memory, and power stocks.
• LS Electric's big earnings beat signals the market is rewarding power equipment names directly tied to AI infrastructure.
• Samsung Electronics and SK hynix remain deeply undervalued with strong foreign buying; Samsung's near-term technical target is 300,000 won.
• KOSPI is expected to trade in a 6,500-7,800 range, with retail leverage ETF positioning creating resistance near the top.
• KOSDAQ should be held through earnings season, with biotech and secondary battery sectors poised for post-earnings rallies.
• Semiconductor equipment, renewable energy, and ESS are identified as the next beneficiaries of the AI buildout.
• Park urges portfolio discipline—30-40% semiconductor allocation, taking profits on oversized moves, and avoiding panic selling.