Samsung Electronics and SK Hynix 2x ETF Listing Imminent – Will It Trigger a Stock Price Explosion?

[#찐시황] 삼성전자·SK하이닉스 2배 ETF 상장 임박! 주가 폭발 신호탄 되나? | 미래에셋자산운용 최창규 이사
Watch on YouTube ↗  |  May 10, 2026 at 11:00  |  38:23  |  815 Money Talk (815머니톡)
Speakers
Choi Chang-gyu — Director, NH Investment & Securities

Summary

Choi Chang-gyu of Mirae Asset Management provides a detailed market and ETF analysis. He highlights the memory semiconductor supercycle (Samsung, SK hynix), strong outlook for Korean power equipment stocks, and a leaning toward the Nasdaq 100 due to future listings. He also discusses upcoming single-stock leverage ETFs on Samsung and Hynix and their potential market impact.

  • Memory semiconductor shortage continues to favor Samsung and SK hynix.
  • Power equipment companies (HD Hyundai Electric, Hyosung, LS Electric) have record backlogs and expansion plans.
  • The speaker expresses a personal bias toward the Nasdaq 100 for exposure to upcoming AI and space IPOs.
  • Single-stock 2x leveraged ETFs on Samsung and SK hynix are expected to amplify buying pressure.
  • Foreign investors have sold KOSPI200 futures heavily but may short-cover near 8,000.
  • Retail investors are rotating from Nvidia to CPU stocks like Intel and Marvell.
  • Asian space stocks, including several Korean names, see potential catalysts from SpaceX listing.
  • Consumer sentiment remains weak, but the overall market is driven by AI-related fundamentals.
Trade Ideas
Choi Chang-gyu Director, NH Investment & Securities 2:19
Memory supercycle bullish for Samsung, SK hynix
The upcoming listing of single-stock 2x leveraged ETFs on Samsung Electronics and SK hynix will mechanically increase buying pressure on the underlying stocks and futures due to hedging and rebalancing flows. Although the products are risky, they represent a tactical opportunity and are likely to increase volatility and trading volumes. The speaker advises tactical use, not core allocation.
000660.KS 005930.KS HIGH
Choi Chang-gyu Director, NH Investment & Securities 15:18
Korean power equipment stocks have strong runway
Power equipment stocks have strong structural demand from AI data center buildout and US factory expansions. Backlog for the three major Korean power equipment companies (HD Hyundai Electric, Hyosung Heavy Industries, LS Electric) reached a record 32.3 trillion won, and capacity expansions (e.g., HD Hyundai Electric's new factories) promise further growth. The speaker explicitly states 'power equipment still has a long way to go.'
267260.KS 298040.KS 010120.KS HIGH
Choi Chang-gyu Director, NH Investment & Securities 25:27
Nasdaq 100 attractive due to upcoming AI listings
Nasdaq 100 will benefit from upcoming high-profile IPOs of SpaceX, OpenAI, and Anthropic, which are expected to be included in the index. The speaker notes a personal bias toward the Nasdaq 100 as a way to gain exposure to these AI and space themes, saying 'I am leaning toward the Nasdaq 100.'
QQQ MED
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815 Money Talk (815머니톡) · May 10

This 815 Money Talk (815머니톡) video, published May 10, 2026, features Choi Chang-gyu discussing 000660.KS, 005930.KS, 267260.KS, 298040.KS, 010120.KS, QQQ. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Choi Chang-gyu  · Tickers: 000660.KS, 005930.KS, 267260.KS, 298040.KS, 010120.KS, QQQ