CES Live Coverage: The Era of Physical AI Begins! China Is Friendly to Korea but Increases Pressure on Japan | 3Pro TV News Coverage Team Lead Kwon Soon-woo, Reporter Ryu Jong-eun

CES 현장 중계 피지컬AI 시대 개막! 중국, 한국에는 친근 일본에는 압박 강화 | 삼프로TV 권순우 취재팀장, 류종은 기자 [뉴스3]

Watch on YouTube ↗ | January 06, 2026 at 23:41 | 31:03 | 3PRO TV (삼프로TV)

Speakers

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

Ryu Jong-eun — Reporter, 3PRO TV

Summary

The video covers 3Pro TV's morning news and a live CES 2026 report. Kwon Soon-woo previews Korean biotech catalysts at the JP Morgan Healthcare Conference, global nuclear expansion and benefits for Korea's nuclear industry, and market moves in healthcare and memory/HDD stocks. Reporter Ryu Jong-eun joins from Las Vegas to describe CES's Physical AI theme, with Boston Dynamics' Atlas, LG's home robot, Nvidia's platform showcase, and Mercedes-Benz autonomous-driving partnership. The main investment takeaways center on Korean biotech, Doosan Enerbility, Nvidia, and Hyundai Motor.

Kwon Soon-woo highlights Korean biotech's shift from theme to real technology-export and partnership catalysts.
He flags JP Morgan Healthcare participants including Samsung Biologics, Celltrion, Alteogen, D&D Pharmatech, Hugel, and ABL Bio.
He says global nuclear capacity could grow about 70% by 2040 and sees Korea's nuclear industry, especially Doosan Enerbility, as a major beneficiary.
He also notes US healthcare and memory/HDD stock rallies but treats them mainly as market recap.
Ryu Jong-eun reports from CES that Physical AI, humanoids, robotics, and autonomous driving are the main themes.
Boston Dynamics' Atlas is a hit, with Hyundai Motor planning pilot and mass-production deployments.
Nvidia is showcasing a full physical-AI stack, and the reporter says he would buy Nvidia and Hyundai Motor.
LG Electronics' Cloi home robot drew a mixed reception due to slow, imperfect demos.

Ideas

Kwon Soon-woo Reporting Team Lead, 3PRO TV 5:52

Korean biotech has real catalysts

Korean biotech is no longer just a theme: it recorded about KRW 21tn of technology exports, Korean companies account for a large share of FDA biosimilar approvals, and the JP Morgan Healthcare Conference is bringing real partnership and technology-transfer catalysts. The speaker expects Korean biotech to do well, with KOSDAQ biotech as the center of the domestic bio market.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 6:28

Samsung Biologics leads CMO capacity

Samsung Biologics, the world's largest CMO by production capacity, will present its new CMO brand at JP Morgan Healthcare, reinforcing its leadership in global biologics manufacturing and making it a key Korean bio event beneficiary.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 6:38

Celltrion shifts to new drugs

Celltrion is trying to shift from biosimilars toward new drug development and is advancing antibody-drug conjugate development; its acquisition of a US production facility gives it a tariff-hedging strategy that should be highlighted at JP Morgan Healthcare.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 7:02

Alteogen seeks global partnerships

Alteogen plans to discuss global business partnerships at JP Morgan Healthcare, a positive catalyst for its pipeline and partnership prospects.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 7:08

MASH data may enable deals

D&D Pharmatech will release interim data for its MASH treatment at JP Morgan Healthcare; if the data are supportive, the next step could be technology transfer deals.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 7:20

Hugel targets US Botox market

Hugel will present its strategy for attacking the US Botox market at JP Morgan Healthcare, a company-specific catalyst for its aesthetics and toxin business.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 7:28

Partners may spotlight ABL Bio

ABL Bio will not present directly at JP Morgan Healthcare, but partners such as Sanofi, GSK, and Eli Lilly may make presentations, potentially drawing attention to ABL Bio's partnership pipeline.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 12:13

Nuclear upcycle benefits Doosan Enerbility

Global nuclear capacity is forecast to expand roughly 70% by 2040, with the US targeting a large increase and France facing long delays; Korea is one of the few credible and fast nuclear builders, so the nuclear upcycle should strongly benefit Korea's nuclear industry and Doosan Enerbility.

Ryu Jong-eun Reporter, 3PRO TV 14:45

Physical AI is CES main theme

CES 2026's main theme is Physical AI—humanoids, robotics, and autonomous driving—and the event has far more visible, moving products than in recent years, making it a key market narrative.

Ryu Jong-eun Reporter, 3PRO TV 16:41

Hyundai benefits from Atlas

Hyundai Motor's Boston Dynamics Atlas humanoid is a CES hit: the production model is being piloted at HMGMA, 2026 volume is already sold out, mass production is targeted at about 30,000 units annually from 2028, and Atlas should move from logistics into Hyundai plant assembly by 2030. This makes Hyundai Motor a key physical-AI and robotics beneficiary, and the reporter says he would buy it with a fresh KRW 1mn.

Ryu Jong-eun Reporter, 3PRO TV 19:31

Nvidia leads physical AI stack

Nvidia is dominating CES with a full physical-AI stack showcase—Omniverse, Cosmos, Vera Rubin, and Alpamayo—and is demonstrating real robotics and autonomous-driving applications, including a Mercedes-Benz Level 2+ program launching in Q1. This helps counter concerns that TPUs are taking GPU share, and the reporter says he would buy Nvidia with a fresh KRW 1mn.

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This 3PRO TV (삼프로TV) video, published January 06, 2026, features Kwon Soon-woo, Ryu Jong-eun discussing Korean biotech sector, 207940.KS, 068270.KS, 196170.KQ, 347850.KQ, 145020.KQ, 298380.KQ, 034020.KS, Physical AI / Robotics, 005380.KS, NVDA. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Soon-woo, Ryu Jong-eun · Tickers: Korean biotech sector, 207940.KS, 068270.KS, 196170.KQ, 347850.KQ, 145020.KQ, 298380.KQ, 034020.KS, Physical AI / Robotics, 005380.KS, NVDA