RealMarket: NVIDIA HBM Reduction Shock... Why It's Actually 'Good News' for SK hynix / Foreigners Have Already Switched to the 'Next Leading Stock' | Mirae Asset Global Investments Director Choi Chang-kyu

[#RealMarket] NVIDIA HBM Reduction Shock… Why it's actually 'good news' for SK hynix / Foreigners have already switched to the 'next leading stock' | Mirae Asset Global Investments Director Choi Chang-kyu
Watch on YouTube ↗  |  August 09, 2026 at 11:00  |  39:36  |  815 Money Talk (815머니톡)
Speakers
Choi Chang-gyu — Director, NH Investment & Securities

Summary

Director Choi Chang-kyu analyzes the US jobs shock impact on rate expectations, the SK hynix HBM reduction misinterpretation as a bullish signal, and the rotation from KOSPI large-caps to KOSDAQ semiconductor equipment and defense sectors. He also highlights Korean solar stocks benefiting from US-China trade tensions, individual stock flows into SK hynix ADR and Alphabet, and the significance of Unitree’s IPO for robotics. Futures and options positioning suggest low near-term volatility and a potential bottoming in SK hynix.

  • US jobs shock eased rate hike fears, boosting growth stocks, but memory semiconductors underperformed AI and software.
  • SK hynix ADR saw heavy retail buying; the HBM4e stack reduction news is actually positive due to supply shortage, potentially increasing total HBM demand.
  • Alphabet viewed as a full-stack AI winner, driving individual investor demand.
  • Korean solar/energy stocks (OCI Holdings, Hanwha Solutions, HD Hyundai Energy Solutions) benefit from US exclusion of Chinese suppliers.
  • KOSDAQ rotation into semiconductor equipment names (TES, Simmtech, PSK) gaining traction as next leaders.
  • Defense sector, particularly Hanwha Aerospace, showing technical rebound after deep correction.
  • KOSDAQ 150 futures strong contango signals ongoing upward momentum.
  • Unitree’s IPO highlights humanoid robot theme but high valuation and US regulation risk warrant caution.
Ideas
Choi Chang-gyu Director, NH Investment & Securities 3:44
Korea market benefits from easing rate fears
The US jobs shock lowered rate hike fears, allowing AI capex investment to continue and benefiting Korea's overall market. The Philadelphia semiconductor index rose, and the MSCI Korea ETF gained 1.2%, signaling a favorable outlook for Korean equities.
EWY MED
Choi Chang-gyu Director, NH Investment & Securities 5:20
Retail buying signals strong SK hynix demand
Individual investors heavily bought SK hynix ADR (3,381 billion won net purchase), reflecting strong conviction in SK hynix's HBM and memory competitiveness amid ongoing AI semiconductor demand. This flow trend supports a bullish stance on the stock.
SK Hynix ADR MED
Choi Chang-gyu Director, NH Investment & Securities 5:44
Alphabet is a full-stack AI winner
Individual investors bought Alphabet heavily (3,142 billion won net purchase) because the company is viewed as a full-stack AI winner with advanced models and cloud infrastructure, giving it a durable edge in the AI war.
GOOGL MED
Choi Chang-gyu Director, NH Investment & Securities 22:48
KOSDAQ robotics sector on watch
Unitree's IPO creates a valuation benchmark for humanoid robots, sparking interest in KOSDAQ robotics names. However, high valuation (PER 219, PSR 35) and US regulatory risks require caution. The sector is worth monitoring for potential opportunities.
KOSDAQ robotics sector LOW
Choi Chang-gyu Director, NH Investment & Securities 28:52
KOSDAQ 150 uptrend stays strong
KOSDAQ 150 futures are in contango with price above theoretical value, signaling strong upward momentum. The index's rally remains intact, supported by inflows and sector rotation toward small-cap tech.
KOSDAQ 150 Index MED
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This 815 Money Talk (815머니톡) video, published August 09, 2026, features Choi Chang-gyu discussing EWY, SK Hynix ADR, GOOGL, KOSDAQ robotics sector, KOSDAQ 150 Index. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Choi Chang-gyu  · Tickers: EWY, SK Hynix ADR, GOOGL, KOSDAQ robotics sector, KOSDAQ 150 Index