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New York Stock Market Closes Mixed as Tech Stocks Diverge...Memory Rises, SPCX Falls

[June 26, 23 AM Broadcast Full View] New York Stock Market Closes Mixed on Divergent Tech Stock Prices...Memory↑·SPCX↓
Watch on YouTube ↗  |  June 23, 2026 at 02:58  |  5:46:36  |  3PRO TV (삼프로TV)
Speakers
Jay — Global Markets Commentator
Park Myung-seok — Curator
Han Sang-hee — Senior Research Commissioner, Hanwha Investment & Securities
Baek In-jae — Deputy Center Director, Hana Securities
Jang Woo-jin — Writer
Kim Jong-mun — Director
Kim Jae-hee — Editor-in-Chief, Crypto Plus

Summary

The broadcast covers overnight Wall Street closing mixed as tech stocks diverge: memory chips and semiconductor equipment rallied sharply while large-cap hyperscalers and software sold off. Curator Park Myung-suk and Hanwha senior research fellow Han Sang-hee analyze the impact of quarter-end rebalancing, rising rates, and strong semiconductor earnings visibility. Consensus holds that memory and AI-related sectors remain the core positions, with specific ideas on Samsung Electronics, SK hynix, Micron, Samsung Electro-Mechanics, and undervalued Korean utilities and financials. Later segments with multiple experts reinforce the concentration trade and discuss potential correction triggers around S&P 500 8,000.

  • US stocks ended mixed with memory names surging while tech giants like Google and Microsoft fell.
  • Korean market sees extreme polarization: only semiconductors and AI-related stocks advance.
  • Curator Park Myung-suk notes quarter-end rebalancing and rising rate pressures but emphasizes memory earnings visibility.
  • Senior researcher Han Sang-hee predicts S&P 500 8,000 by September then advises trimming equity exposure.
  • Samsung Electronics seen as catch-up play after losing market cap lead to SK hynix; shareholder return policies expected.
  • Multiple experts spotlight Samsung Electro-Mechanics, Jeju Semiconductor, Korea Electric Power, and financials as additional opportunities.
  • Oil faces downward pressure as US grants temporary sanctions relief to Iran, easing supply fears.
  • Cryptocurrency market remains range-bound with continuous Bitcoin ETF outflows, Solana gains on Toss Bank partnership.
Ideas
Jay Global Markets Commentator 3:26
Small caps to lead next rally.
As the economy recovers and oil is no longer a headwind, the next rally will broaden to equal-weight indices and small caps.
RSP MED
Jay Global Markets Commentator 3:42
Gold to $5,000, buy on dips.
Gold is in a consolidation phase but remains bullish long-term; expects gold to break $4,000 and eventually reach $5,000.
GOLD MED
Park Myung-seok Curator 9:02
Memory earnings provide safety.
Memory semiconductor stocks have strong earnings visibility and are holding up despite broad market pressure; Micron's upcoming earnings will confirm this strength.
MU 000660.KS HIGH
Park Myung-seok Curator 9:02
Memory earnings provide safety.
Samsung Electronics is undervalued relative to SK hynix based on earnings power and is likely to announce shareholder return policies after losing the market cap crown; significant catch-up potential.
005930.KS HIGH
Park Myung-seok Curator 41:18
Credo leads optical connectivity.
Credo Technology receives a bullish $325 target from Evercore ISI; positioned as a comprehensive optical connectivity play across AI infrastructure.
CRDO MED
Han Sang-hee Senior Research Commissioner, Hanwha Investment & Securities 59:16
S&P 500 at 8,000 triggers caution.
S&P 500 is likely to reach 8,000 by September, at which point forward P/E of 25x signals stretched valuation and midterm election uncertainty could trigger a correction; recommends trimming 30% equity exposure when the index passes 8,000.
^GSPC MED
Jang Woo-jin Writer 177:48
Jeju Semiconductor breakout buy.
Jeju Semiconductor is breaking out to new highs with strong revenue potential; as a fabless company, it can achieve high operating margins on 1 trillion won revenue, making current valuation attractive.
080220.KQ MED
Han Sang-hee Senior Research Commissioner, Hanwha Investment & Securities 222:18
Samsung Electro-Mechanics strong AI play.
Samsung Electro-Mechanics is in a powerful uptrend driven by AI server MLCC demand and silicon capacitor revenue, with strong analyst upgrades.
009150.KS HIGH
Han Sang-hee Senior Research Commissioner, Hanwha Investment & Securities 224:30
Electro-Mechanics preferred shares undervalued.
Samsung Electro-Mechanics preferred shares trade at an unusually wide discount to common shares and could rally as the gap narrows, with potential ETF passive flow catalyst if market cap grows.
009155.KS MED
Kim Jong-mun Director 282:44
Doosan Enerbility oversold nuclear beneficiary.
Doosan Enerbility is oversold relative to its nuclear construction and energy equipment business; the global nuclear capex super-cycle will drive earnings recovery.
034020.KS MED
Kim Jong-mun Director 282:48
KEPCO undervalued nuclear play.
Korea Electric Power is deeply undervalued, benefiting from nuclear energy expansion, rising electricity demand, and a higher dividend payout policy.
015760.KS MED
Kim Jong-mun Director 284:12
Korea Financial Group value play.
Korea Financial Group is a leading securities holding company with strong earnings growth, improving governance, and attractive preferred shares at a steep discount.
071050.KS MED
Kim Jong-mun Director 285:09
INKA Financial Service growth at discount.
INKA Financial Service is an insurance GA with structural growth, high dividend yield, and a share buyback program; currently down over 40% from highs with earnings still rising.
000000.KQ MED
Baek In-jae Deputy Center Director, Hana Securities 291:24
Samsung preferred shares offer yield.
Samsung Electronics preferred shares offer significantly higher dividend yield than the common shares and are attractive for long-term investors as the discount narrows.
005935.KS MED
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SK's #1 is overvalued...? Rather, Samsung moves more | Baek In-jae, Deputy Head of Hana Securities Sales Department Financial Center [Double Crew]
3PRO TV (삼프로TV) · Jun 23
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At times like this, stay alert and walk towards the right answer | Kim Min-soo, Lemon Research CEO [Double Up]
3PRO TV (삼프로TV) · Jun 23
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When Semiconductors Rest, Is the Coming Opportunity an Escape Opportunity...? | Jang Woojin [Double Check]
3PRO TV (삼프로TV) · Jun 23

This 3PRO TV (삼프로TV) video, published June 23, 2026, features Jay, Park Myung-seok, Han Sang-hee, Jang Woo-jin, Kim Jong-mun, Baek In-jae discussing RSP, GOLD, MU, 000660.KS, 005930.KS, CRDO, ^GSPC, 080220.KQ, 009150.KS, 009155.KS, 034020.KS, 015760.KS, 071050.KS, 000000.KQ, 005935.KS. 14 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jay, Park Myung-seok, Han Sang-hee, Jang Woo-jin, Kim Jong-mun, Baek In-jae  · Tickers: RSP, GOLD, MU, 000660.KS, 005930.KS, CRDO, ^GSPC, 080220.KQ, 009150.KS, 009155.KS, 034020.KS, 015760.KS, 071050.KS, 000000.KQ, 005935.KS