[June 8 #BeforeMarketOpen] New York Stock Market Plunges on Interest Rate Hike Concerns, Semiconductor Stocks Crash / Exchange Rate Breaks 1560 Won, Korean Stock Market Volatility to Increase

Watch on YouTube ↗  |  June 08, 2026 at 00:39  |  2:52:41  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist
Hwang Yoo-hyun — Private Banker Team Lead, NH Investment & Securities
Lee Ju-hyeon — Director, Xangle

Summary

The video covers the June 8, 2026 market crash triggered by US tech selloff and rate hike fears, with Korean semiconductors plunging 10%+. Multiple analysts recommend phased buying in semiconductors, banking, casino, cosmetics, and tourism stocks, highlighting NVIDIA CEO Jensen Huang's Korea visit as a catalyst for AI partnerships.

  • US tech selloff triggers global market crash.
  • Korean semiconductor stocks drop 10%+.
  • Analysts recommend phased buying on dip.
  • Banking stocks rise on rate hike expectations.
  • Casino and tourism stocks benefit from weak won and tourist inflow.
  • Cosmetics sector shows strong export data.
  • Jensen Huang's Korea visit boosts AI partnership hopes.
  • Market volatility expected to persist.
Trade Ideas
Lee Kwon-hee CEO, Economist 1:25
Semiconductor dip buying opportunity
The semiconductor selloff is overdone due to profit-taking and temporary supply-chain issues, while AI demand remains strong. This creates a phased buying opportunity in leading memory stocks.
005930.KS 000660.KS HIGH
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 7:41
Bank stocks benefit rate hike
Bank stocks benefit from rising rate expectations, reduced ELS provisions, and relative safety in a volatile market, making them a defensive play.
055550.KS 105560.KS MED
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 9:14
Casino stocks strong earnings
Casino stocks are attractive due to strong earnings from rising foreign tourist arrivals and an undervalued price relative to record profits.
034230.KQ 114090.KS MED
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 9:14
Casino stocks strong earnings
K-tourism and hotel stocks benefit from a record influx of foreign tourists, weak won, and a supply shortage of hotel rooms in Seoul, boosting occupancy and room rates.
032350.KS MED
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 9:59
Department stores strong sales
Department stores are seeing strong sales improvement in 2Q, especially luxury goods, and the rally could spill over to other retail stocks.
069960.KS MED
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 15:13
Securities stocks rising volume
Securities stocks have multiple catalysts: rising trading volumes, new leveraged ETFs, IMA products, and the upcoming ST market, positioning them for 2Q gains.
005940.KS 039490.KS MED
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 16:25
Cosmetics stocks export strength
Cosmetics stocks are undervalued despite strong export data to Europe and the US; a supportive market could spark a rebound.
AP APR MED
Lee Ju-hyeon Director, Xangle 73:49
K-tourism hotel shortage play
K-tourism and hotel stocks benefit from a record influx of foreign tourists, weak won, and a supply shortage of hotel rooms in Seoul, boosting occupancy and room rates.
GS PNL MED
Lee Kwon-hee CEO, Economist 117:33
Naver AI factory play
Naver is positioned as a key sovereign AI and cloud player, with government ties and NVIDIA partnership, making it a strong recovery candidate.
035420.KS HIGH
Lee Kwon-hee CEO, Economist 124:32
SK Telecom AI factory catalyst
SK Telecom is a direct beneficiary of NVIDIA's AI factory partnership and the broader Korean AI ecosystem, with a rising stock price amid the selloff.
017670.KS HIGH
Up Next
46:28
Semiconductor crash, surging exchange rates, how far will the Korean stock market fall? | Park Byeong-chang, MP Partners CEO [Market Inside]
3PRO TV (삼프로TV) · Jun 08
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More HBM" Jensen Huang is trustworthy, "If it were me, I wouldn't have raised the price like that" TSMC CEO | Kwon Soon-woo, 3PRO TV Reporting Team Leader [News3]
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3PRO TV (삼프로TV) · Jun 07
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Bloomberg Markets · Jun 07

This 815 Money Talk (815머니톡) video, published June 08, 2026, features Lee Kwon-hee, Hwang Yoo-hyun, Lee Ju-hyeon discussing 005930.KS, 000660.KS, 055550.KS, 105560.KS, 034230.KQ, 114090.KS, 032350.KS, 069960.KS, 005940.KS, 039490.KS, AP, APR, GS PNL, 035420.KS, 017670.KS. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee, Hwang Yoo-hyun, Lee Ju-hyeon  · Tickers: 005930.KS, 000660.KS, 055550.KS, 105560.KS, 034230.KQ, 114090.KS, 032350.KS, 069960.KS, 005940.KS, 039490.KS, AP, APR, GS PNL, 035420.KS, 017670.KS