June 5 Jensen Huang Appearance The Core is Clear | Baek In-jae Hana Securities Sales Department Financial Center Deputy Head [Double Crew]

Summary

Baek In-jae discusses the impact of Jensen Huang's visit to Korea on AI-related stocks. He emphasizes holding leading semiconductor stocks (Samsung, SK hynix) and identifies robotics (Hyundai, Doosan) and AI proxy (SK Telecom) as key beneficiaries. He advises buying on dips and staying invested in the AI theme.

• Jensen Huang's visit to Korea is a catalyst for AI-related stocks.
• Semiconductor leaders Samsung and SK hynix are core holdings.
• Hyundai Motor and Doosan Robotics are key robotics plays.
• SK Telecom offers exposure to Anthropic and AI themes.
• Market volatility is a buying opportunity for leading stocks.
• Physical AI is the next major trend after generative AI.
• Investors should focus on learning and inference phases of AI.
• Baek In-jae recommends a long-term, buy-and-hold approach.