KOSPI 6% Plunge...What Happened?_26.06.05. | Park Ji-hoon, So Jin-woong, Yeo Do-eun, Heo Jae-mu [Morning N Investment]

Summary

Park Ji-hoon attributes the KOSPI 6% plunge to emotional selling and technical breakdowns, advises against panic and recommends buying cosmetics stocks on dips. He also notes semiconductor equipment may rebound. So Jin-woong analyzes Asian markets, highlighting AI concentration and China's tech platform potential. The video urges patience and contrarian opportunities amid high volatility.

• KOSPI fell over 6% amid heavy selling across all sectors, particularly semiconductors.
• Park Ji-hoon says the selloff is driven by sentiment, not fundamentals, and sees a rebound early next week.
• He recommends buying cosmetics stocks APR and Dalpha Global on the dip due to strong exports and weak won.
• Park mentions that KOSDAQ semiconductor equipment stocks may recover despite today's decline.
• He also shows interest in pharmaceutical/biotech ETFs but without specific recommendations.
• So Jin-woong discusses the AI technology concentration in China and Japan markets.
• So suggests Chinese big tech platforms could benefit from cost advantages in AI token usage.
• The video emphasizes that market rotation and time are needed to ease the current concentration.