August 3rd Morning Broadcast Full View: 'AI Investment Concerns Eased' New York Stock Market Closes Up...Amazon +15%·Apple -7%

Name: [August 3rd Morning Broadcast Full View] "AI Investment Concerns Eased" New York Stock Market Closes Up...Amazon +15%·Apple -7%
Uploaded: 2026-08-03T03:14:42+00:00
Duration: 21951 s

[August 3rd Morning Broadcast Full View] "AI Investment Concerns Eased" New York Stock Market Closes Up...Amazon +15%·Apple -7%

Смотреть на YouTube ↗ | 03 августа 2026, 03:14 | 6:05:51 | 3PRO TV (삼프로TV)

Спикеры

Park Myung-seok — Куратор

Kim Jang-nyeon — Center Director

Park Byeong-chang — Директор, MP Partners

Lee Geon-gyu — CEO, Renaissance Asset Management

Lee Yeok-jin — Заместитель

Cho Dong-hyun — Генеральный директор, Undefined Labs

Ha Chang-hwan — CEO

The August 3rd morning broadcast reviews a strong US market close driven by Amazon's 15% surge and Apple's 7% drop. Experts discuss the implications for Korean markets, with a near-consensus view that Samsung Electronics and SK hynix are undervalued and poised to rebound. KOSPI is seen bottoming with a target of 7,500, while KOSDAQ is flagged as an outperformance candidate. A rotation into beaten-down large-cap foreign favorites is also recommended, and a crypto segment monitors DeFi yield spread for Ethereum entry. - US big tech earnings provided relief on AI investment worries, with Amazon, Microsoft, Alphabet surging and Apple falling. - Amazon's specific 3-year/5-year capex clarity was a turning point that restored confidence in hyperscalers. - Korean memory stocks (Samsung Electronics, SK hynix) are viewed as deeply undervalued (P/E ~5x) and poised for recovery. - KOSPI bottom confirmed, short-term target 7,500, with strong foreign buying supporting the rebound. - KOSDAQ is identified as a potential outperformer due to pension fund rotation and normalization. - A rotation idea targets foreign-favored large caps: Samsung Electronics, SK Square, Hyundai Motor, PharmaResearch. - Crypto outlook cautious; a DeFi yield spread turning positive would be a signal to watch Ethereum.

Идеи

Park Myung-seok Куратор 6:55

Apple underperforms on earnings and AI concerns.

Apple faces multiple headwinds: China revenue miss, service revenue shortfall, chip cost concerns, and lacking AI capex narrative; thus the stock fell 7% and may continue to underperform.

Park Myung-seok Куратор 9:58

Hyper-scaler big tech essential for H2 portfolios.

US hyper-scaler big tech (Amazon, Microsoft, Alphabet) saw AI investment concerns ease with strong earnings and capex clarity, especially Amazon's positive message; these stocks were unfairly depressed and will be needed in portfolios for H2. Cloud revenue growth and capex visibility boost confidence.

Kim Jang-nyeon Center Director 75:39

Buy Samsung and SK hynix cheap valuations.

Samsung Electronics and SK hynix are undervalued (P/E 5x for Hynix, consensus 6-8x target 300k won), with LTA contracts providing earnings stability; the recent sharp drop was excessive relative to improving fundamentals, offering upside.

Park Byeong-chang Директор, MP Partners 118:55

KOSPI bottom confirmed, target 7,500.

KOSPI index has confirmed a bottom, and with strong foreign buying, it is likely to rebound to 7,500 as a first target, possibly 8,000; rising strongly would be healthier.

Park Byeong-chang Директор, MP Partners 171:56

Samsung Electro-Mechanics strong on MLCC price hike.

Samsung Electro-Mechanics (삼성전기) is very strong due to MLCC price increase of 30% from August, and it is an outperformer even in a weak market; should continue to rise.

Lee Yeok-jin Заместитель 285:16

KOSDAQ to outperform on rotation and value.

KOSDAQ index will outperform as pension funds rotate from KOSPI above 7,500 into KOSDAQ, and as leveraged distortions unwind; KOSDAQ is very cheap and can outperform.

Lee Yeok-jin Заместитель 295:32

Foreigners will buy beaten-down large caps.

As the market normalizes, foreign investors will fill their underweight positions in stocks they heavily sold: Samsung Electronics, SK Square, Hyundai Motor, PharmaResearch. These are attractive bargain buys.

Cho Dong-hyun Генеральный директор, Undefined Labs 364:01

Watch DeFi spread turn positive for ETH.

Watch for DeFi yield spread (on-chain vs traditional) turning positive as a leading indicator for capital inflows and a potential trend reversal for Ethereum and other crypto assets.