The stock market lifted by semiconductors attracting money. KOSPI must hold 7,000 for a real bull market to begin. "Closing price betting is better than chasing buys" | CEO Lee Gwon-hee

Watch on YouTube ↗  |  August 27, 2026 at 04:00  |  16:53  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee discusses the current market dynamics, highlighting the strength of the semiconductor and AI infrastructure sectors. He notes that foreign futures buying signals a positive outlook, but the KOSPI must hold key resistance levels to confirm a bull market. He also advises investors to avoid chasing morning gap-ups and instead focus on closing prices.

  • Semiconductors and power equipment are leading the market upward.
  • Capital rotation into AI hardware is causing biotech stocks to pull back.
  • SK IE Technology faces downward pressure due to its merger ratio with SK Innovation.
  • Strong server DRAM prices and Nvidia's performance validate the memory semiconductor thesis.
  • The US has ample land for continuous AI data center expansion despite media noise.
  • The KOSPI needs to break and hold the 2,750 resistance level for a true bull market.
  • Investors should wait for closing prices rather than chasing morning surges on gap-up days.
Ideas
Lee Kwon-hee CEO, Economist 0:43
Power equipment rises alongside strong semiconductor demand.
Power equipment and AI infrastructure stocks are leading the market upward as a direct derivative play on the strong semiconductor sector.
Power equipment 009150.KS 010120.KS HIGH
Lee Kwon-hee CEO, Economist 1:03
Korean neo-cloud charts signal an imminent breakout.
NAVER and SK Telecom are Korea's true neo-cloud companies, and their charts are currently converging and poised for a significant upward breakout.
035420.KS 017670.KS MED
Lee Kwon-hee CEO, Economist 2:11
Sector bottoming offers a long-term buying opportunity.
The shipbuilding sector has given back all its gains since last July and is forming a bottom, making it a good buy for long-term investors, though trend followers should wait for a clear reversal.
Shipbuilding 028670.KS MED
Lee Kwon-hee CEO, Economist 2:20
Positive semiconductor sentiment lifts equipment and materials.
Semiconductor equipment and materials companies are rising across the board as positive sentiment returns to the broader semiconductor industry.
319660.KQ 222800.KQ 131970.KQ HIGH
Lee Kwon-hee CEO, Economist 2:29
Capital rotation into semiconductors drains biotech stocks.
Capital is rotating back into semiconductors like Samsung Electronics and SK Hynix, causing biotech stocks to pull back and take a rest.
XBI MED
Lee Kwon-hee CEO, Economist 3:05
Strong refining margins outweigh minor oil dips.
The stock dropped due to a slight dip in oil prices, but this is an overreaction because refining margins remain very strong.
010950.KS MED
Lee Kwon-hee CEO, Economist 3:34
Merger ratio math forces the stock lower.
SK IE Technology's stock price is too high relative to the merger ratio with SK Innovation; it must fall to align with the math unless SK Innovation rises significantly.
361610.KS HIGH
Lee Kwon-hee CEO, Economist 6:58
Nvidia validation and DRAM prices ensure earnings.
Negative noise has vanished, Nvidia is validating AI demand, and skyrocketing server DRAM prices ensure strong earnings for memory makers through next year.
Server DRAM 005930.KS 000660.KS HIGH
Lee Kwon-hee CEO, Economist 7:52
Vast land ensures continuous data center expansion.
Despite media noise about constraints, the US has vast amounts of empty land to build AI data centers and lay infrastructure, ensuring the continued expansion of AI infrastructure.
US AI Data Centers MED
Lee Kwon-hee CEO, Economist 11:45
KOSPI must hold resistance for bull market.
Massive foreign futures buying signals a positive market view, but the KOSPI must break and hold the key resistance level of 2,750 to confirm a true bull market.
EWY HIGH
Lee Kwon-hee CEO, Economist 16:17
Wait for closing prices on gap-up days.
On days when the market gaps up significantly at the open, investors should avoid chasing the morning surge and instead bet on the closing price to confirm the trend direction.
SPY MED
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This 815 Money Talk (815머니톡) video, published August 27, 2026, features Lee Kwon-hee discussing Power equipment, 009150.KS, 010120.KS, 035420.KS, 017670.KS, Shipbuilding, 028670.KS, 319660.KQ, 222800.KQ, 131970.KQ, XBI, 010950.KS, 361610.KS, Server DRAM, 005930.KS, 000660.KS, US AI Data Centers, EWY, SPY. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: Power equipment, 009150.KS, 010120.KS, 035420.KS, 017670.KS, Shipbuilding, 028670.KS, 319660.KQ, 222800.KQ, 131970.KQ, XBI, 010950.KS, 361610.KS, Server DRAM, 005930.KS, 000660.KS, US AI Data Centers, EWY, SPY