[24.06.05 Morning Broadcast Full View] Semiconductor Stocks Fall Amid NVIDIA Rise...Dow Jones Index 'All-Time High

Watch on YouTube ↗  |  June 05, 2026 at 03:20  |  6:10:31  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator
Lee Seon-yeop — CEO, AFW Partners
Park Byeong-chang — Director, MP Partners
Kim Kyung-hwan — Team Leader

Summary

The broadcast covers the June 5, 2025 market outlook, including a semiconductor correction triggered by Broadcom's weak guidance, sector rotation into healthcare and financials, and anticipation of the Space X IPO. Key themes include physical AI opportunities from Jensen Huang's visit to Korea, China's CXMT IPO, and Bitcoin's vulnerability after MicroStrategy's first-ever BTC sale. Analysts advise reducing high-beta tech exposure while adding defensive sectors and semi equipment stocks.

  • Broadcom's 12% drop triggered a semiconductor selloff globally.
  • Dow Jones hit an all-time high on financial and healthcare strength.
  • Korean physical AI theme gains momentum with Jensen Huang's visit.
  • Space X IPO is expected to draw significant liquidity from other assets.
  • Bitcoin pressured by MicroStrategy's first-ever sale of 32 BTC.
  • Gold seen as long-term bullish but requires a pullback near $4,000.
  • SK Hynix doubling its capacity boosts Korean semiconductor equipment stocks.
  • China's CXMT and YMTC IPOs highlight China's semiconductor ambitions.
Trade Ideas
Park Myung-seok Curator 4:10
Rotate to defensive healthcare sector
The market is overbought and due for a summer correction. Rotate from high-beta technology stocks into healthcare, which has been lagging and offers defensive qualities.
XLV MED
Park Myung-seok Curator 10:00
Wait for gold pullback to $4,000
Gold is in a long-term bull trend but currently overbought. Wait for a pullback near $4,000 before entering, as the metal is trading more like a risk asset.
GLD HIGH
Park Myung-seok Curator 11:26
Ethereum and Solana have better future
If one believes in crypto's future, Ethereum and Solana have stronger fundamentals and adoption than Bitcoin for the long term.
ETH SOL LOW
Park Myung-seok Curator 11:38
Avoid Bitcoin due to quantum risk
Quantum computing could break Bitcoin's cryptographic foundation, making the asset obsolete. He has sold his IonQ position and is avoiding Bitcoin.
BTC HIGH
Lee Seon-yeop CEO, AFW Partners 68:00
Korean robotics supply chain is long-term theme
Jensen Huang's visit confirms Korea's critical role in the physical AI (humanoid robot) supply chain. Korean companies like Hyundai Motor, LG Electronics, and Doosan Robot will be key long-term beneficiaries.
Korean robotics sector 005380.KS 066570.KS 000.RU HIGH
Lee Seon-yeop CEO, AFW Partners 79:29
Samsung/SK Hynix to benefit from robot DRAM
Samsung Electronics and SK Hynix have run too far too fast. Given elevated valuations and upcoming event risks, it is prudent to reduce positions and take profits.
005930.KS 000660.KS MED
Park Byeong-chang Director, MP Partners 135:30
Buy semiconductor equipment stocks
SK Hynix's doubling of production capacity will drive strong orders for semiconductor equipment makers. Stocks like Eugene Tech, Wonik IPS, TES, VM, and PSK are positioned to rally.
WONIK IPS PSK 095610.KQ Eugene Tech VM 471990.KS HIGH
Park Byeong-chang Director, MP Partners 170:00
Rotate to Korean financials
As semiconductor leaders correct, money may rotate into undervalued financials. KB Financial and Shinhan Financial are attractive for their dividend yields and interest rate outlook.
KB Shinhan Financial MED
Kim Kyung-hwan Team Leader 229:00
China STAR 50 index attractive
China's STAR 50 Index (semiconductor-focused) will benefit from the upcoming CXMT and YMTC IPOs, which improve the index's composition and earnings quality. Valuations are reasonable for the growth on offer.
STAR 50 Index MED
Kim Kyung-hwan Team Leader 246:00
ChiNext index has strong fundamentals
The ChiNext Index (ChaiNext) contains high-quality companies like CATL with superior ROE and discounted valuations relative to 2021 highs. It is set to reach new highs in the second half.
CNXT MED
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Changxin Memory IPO Imminent, Is It a Real Threat to Korean Semiconductors? | Kim Kyung-hwan, Hana Securities Research Center Team Leader [Double Up]
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Why Should We Pay Attention to 'This Place,' the Center of K-Culture? | Kim Moon-jung, PB at Hana Securities Daegu Jungang WM Center [Double Crew]
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3PRO TV (삼프로TV) · Jun 05

This 3PRO TV (삼프로TV) video, published June 05, 2026, features Park Myung-seok, Lee Seon-yeop, Park Byeong-chang, Kim Kyung-hwan discussing XLV, GLD, ETH, SOL, BTC, Korean robotics sector, 005380.KS, 066570.KS, 000.RU, 005930.KS, 000660.KS, WONIK IPS, PSK, 095610.KQ, Eugene Tech, VM, 471990.KS, KB, Shinhan Financial, STAR 50 Index, CNXT. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok, Lee Seon-yeop, Park Byeong-chang, Kim Kyung-hwan  · Tickers: XLV, GLD, ETH, SOL, BTC, Korean robotics sector, 005380.KS, 066570.KS, 000.RU, 005930.KS, 000660.KS, WONIK IPS, PSK, 095610.KQ, Eugene Tech, VM, 471990.KS, KB, Shinhan Financial, STAR 50 Index, CNXT