New York Stock Market Closes Down Amid Rising Hormuz Tensions...Semiconductor Index Slightly Up

[September 1, 26 AM Broadcast Full View] New York Stock Market Closes Down Amid Rising Hormuz Tensions...Semiconductor Index Slightly Up

Watch on YouTube ↗ | September 01, 2026 at 03:16 | 6:13:26 | 3PRO TV (삼프로TV)

Speakers

Park Myung-seok — Curator

Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Park Byeong-chang — Director, MP Partners

Kim Seon-ah — Senior Research Fellow, Hana Securities Research Center

Lee Jae-chan — Deputy Manager

Jung Woo-chang — Director

Ham Ji-hyun — Reporter, Blockmedia

Han Sang-hee — Senior Research Commissioner, Hanwha Investment & Securities

Summary

The video discusses the implications of the recent Jackson Hole meeting and the likelihood of a rate freeze at the September FOMC. Analysts highlight the ongoing tech rotation, with a focus on the recovery of memory semiconductors and the potential of AI infrastructure investments. Additionally, the panel covers specific sector opportunities, including defense exports, secondary batteries, and the emerging cancer vaccine market.

The market expects a rate freeze at the September FOMC despite hawkish tones at Jackson Hole.
Memory semiconductors show signs of recovery with surging DRAM spot prices and long-term supply agreements.
Hanwha Aerospace's K9 export to Spain solidifies the Korean defense sector's global market share.
SK On's massive LFP battery deal with NeoVolta highlights growth in the US ESS market.
LigaChem Biosciences and ST Pharm emerge as top picks in the biotech sector due to ADC and mRNA advancements.
Electrical components like MLCCs and PCBs are favored over power equipment due to shorter durations in a high-rate environment.
Tesla's upcoming Cybercab event is closely watched for potential stock re-rating based on unit economics.
Grayscale's launch of a Zcash ETF and DCG's planned acquisitions revive interest in the privacy coin.

Ideas

Park Myung-seok Curator 16:33

Cybercab and Optimus expectations drive Tesla's recovery.

The upcoming Cybercab event could re-rate Tesla's stock if the company provides concrete details on unit economics, production costs, and volume projections for its robotaxi fleet.

Park Myung-seok Curator 17:02

Inflation benefits are spreading to agricultural stocks.

Inflation is spreading to the agricultural sector, leading to strong performance and new highs for agricultural machinery companies like Deere & Company and fertilizer companies like CF Industries.

Park Myung-seok Curator 40:23

Surging DRAM spot prices signal memory turnaround.

DRAM spot prices are surging to 4-5 times long-term contract prices due to ongoing shortages. Samsung Electronics is converting foundry lines to memory to increase volume, signaling a positive turnaround for memory semiconductor stocks.

Park Myung-seok Curator 46:34

Meta's ad revenue expected to surpass Google's.

Meta is expected to surpass Google in search ad revenue this year, demonstrating strong advertising performance and maintaining a positive outlook.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 108:52

K9 exports to Spain ensure stable growth.

Hanwha Aerospace secured a K9 self-propelled howitzer export contract to Spain, marking its first entry into Western Europe. The K9 holds over 50% market share among democratic nations, ensuring stable, long-term growth for the defense sector.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 115:33

SK On secures massive US ESS contract.

SK On secured a 9GWh LFP battery supply contract with US-based NeoVolta, proving its mass-production capabilities and capturing demand in the rapidly growing US ESS and solar market.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 118:16

US tariffs and data centers benefit Hanwha.

Hanwha Solutions is well-positioned to benefit from massive data center power demand and the US move to impose tariffs on Chinese polysilicon, as its US solar module factory is now operating smoothly.

Park Byeong-chang Director, MP Partners 133:03

Secondary batteries rebound with potential election momentum.

Secondary battery stocks like Samsung SDI and L&F are rebounding from massive drops. If the US election dynamics shift favorably (e.g., Democrats gaining ground), these stocks could see further upward momentum.

Park Byeong-chang Director, MP Partners 148:32

Strong exports drive food and cosmetics stocks.

Food and cosmetics companies are hitting new highs driven by strong export data. Samyang Foods, for example, has secured massive dedicated freezer space in US supermarkets, indicating robust overseas demand.

Kim Seon-ah Senior Research Fellow, Hana Securities Research Center 218:55

mRNA cancer vaccines boost CDMO ST Pharm.

The successful development of mRNA-based cancer vaccines by companies like Moderna highlights the value of LNP and mRNA manufacturing, directly benefiting CDMOs like ST Pharm.

Kim Seon-ah Senior Research Fellow, Hana Securities Research Center 225:02

Next-gen ADC tool makes LigaChem a top pick.

As the ADC market evolves, LigaChem Biosciences is developing a next-generation ADC tool with key data releases expected in the second half of the year, making it a top pick alongside Alteogen for potential big pharma licensing deals.

Lee Jae-chan Deputy Manager 231:50

Power equipment remains strong despite valuation concerns.

Despite valuation concerns, power equipment stocks remain attractive due to the US national emergency on power, massive backlogs of grid connections, and continued strong earnings and capacity expansion.

Lee Jae-chan Deputy Manager 249:18

Shorter duration makes electrical components attractive.

Electrical components like PCBs and MLCCs have shorter order-to-delivery durations than power equipment, making them more attractive in a high-rate environment. Samsung Electro-Mechanics is raising MLCC prices amid AI-driven shortages.

Jung Woo-chang Director 306:45

Delayed SDV timeline and unclear robotics strategy.

Hyundai Motor's Investor Day disappointed the market because its timeline for SDV and AI data centers (2028-2029) is too far behind competitors like Tesla, and its robotics strategy lacks clarity.

Ham Ji-hyun Reporter, Blockmedia 330:45

Grayscale ETF and DCG buying boost Zcash.

Grayscale launched a Zcash ETF, and Digital Currency Group (DCG) plans to acquire 3.5% of the total supply, creating strong institutional buying pressure and reviving the privacy coin narrative.

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This 3PRO TV (삼프로TV) video, published September 01, 2026, features Park Myung-seok, Kwon Soon-woo, Park Byeong-chang, Kim Seon-ah, Lee Jae-chan, Jung Woo-chang, Ham Ji-hyun discussing TSLA, DE, CF, 000660.KS, 005930.KS, META, 012450.KS, 096770.KS, 009830.KS, 066970.KS, 006400.KS, 005180.KS, 003230.KS, 237690.KQ, 141080.KQ, 196170.KQ, Power equipment, 353200.KS, 222800.KQ, 009150.KS, 005380.KS, ZEC. 15 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok, Kwon Soon-woo, Park Byeong-chang, Kim Seon-ah, Lee Jae-chan, Jung Woo-chang, Ham Ji-hyun · Tickers: TSLA, DE, CF, 000660.KS, 005930.KS, META, 012450.KS, 096770.KS, 009830.KS, 066970.KS, 006400.KS, 005180.KS, 003230.KS, 237690.KQ, 141080.KQ, 196170.KQ, Power equipment, 353200.KS, 222800.KQ, 009150.KS, 005380.KS, ZEC