[May 29, 26 AM Broadcast Full View] 'Truce 60-Day Extension Agreement' New York Stock Market All-Time High Rally...Software Stocks Also 'Strong

Summary

The video covers the US-Iran 60-day truce extension agreement that pushed oil prices down and lifted the US stock market to new all-time highs. Korean market gains are heavily concentrated in Samsung Electronics and SK Hynix, while the broader market and KOSDAQ struggle. Key themes include semiconductor structural re-rating, sector rotation to software and robotics, and buying opportunities in power equipment on pullbacks.

• US-Iran truce deal lowers oil prices and supports equity markets.
• US indices (S&P 500, Nasdaq) hit record highs, led by semiconductors and software.
• Korean market dominated by Samsung Electronics and SK Hynix, which now have a combined 50% weight in KOSPI.
• Memory chip shortage extends to CPUs, benefiting companies like AMD, ARM, and server makers.
• Software stocks (Oracle, Palantir, Snowflake) show strong rebounds, indicating sector rotation.
• Jensen Huang's visit to Korea boosts LG Group and robotics-related stocks.
• Korean power equipment stocks (LS Electric, HD Hyundai Electric, Hyosung Heavy) correct but remain in a secular uptrend.
• KOSDAQ weakens as liquidity flows into large-cap semiconductor and AI themes.