PPI and bond yields rise but AI trust continues! Nasdaq +1.2% close

[26.05.14 오전 방송 전체보기] PPI·국채금리 올라도 AI 믿고 간다! 나스닥 +1.2% 마감
Watch on YouTube ↗  |  May 14, 2026 at 03:36  |  6:11:01  |  3PRO TV (삼프로TV)
Speakers
Lee Kwon-hee — CEO, Economist
Jang Woo-jin — Writer
Park Byeong-chang — Director, MP Partners
Jin Jong-hyun — Research Center Head
Kim Jung-hwan — Manager, Hana Securities Club1WM Center
Park Hyun-ji — Manager

Summary

The video covers the strong rally in AI and semiconductor stocks despite higher PPI and bond yields. Key discussions include the outperformance of SK Hynix and Samsung Electronics, the rise of Hyundai Motor and LG Electronics on robotics/AI themes, and the upcoming launch of single-stock leveraged ETFs. The crypto segment highlights Bitcoin's drop below $80K and the growing RWA sector led by BlackRock.

  • US markets rose led by semiconductors despite PPI surge.
  • Korea market concentrated in semiconductor and AI stocks.
  • Lee Kwon-hee favors Samsung over Hynix for foundry/HBM.
  • Park Byung-chang says Hynix has momentum from ETF inflows.
  • Jang Woo-jin advises protecting profits, not chasing.
  • Hyundai and LG Electronics seen as robotics beneficiaries.
  • Crypto market weak; RWA and institutionalization key themes.
  • BlackRock recommended as RWA proxy.
Trade Ideas
Lee Kwon-hee CEO, Economist 64:45
Samsung has foundry and HBM upside.
Samsung Electronics is more attractive than SK Hynix because its PER has converged with Hynix, yet Samsung has additional upside from foundry and HBM4 catch-up. The current labor noise creates a buying opportunity for long-term upside.
005930.KS HIGH
Lee Kwon-hee CEO, Economist 85:20
Hyundai undervalued for physical AI.
Hyundai Motor is undervalued given its physical AI and robotics business, with significant data value from its factories. It trades at a low valuation compared to Tesla and robotics peers, offering asymmetric upside.
005380.KS HIGH
Park Byeong-chang Director, MP Partners 152:07
Hynix momentum strong with ETF inflows.
SK Hynix has strong momentum driven by Nvidia/Micron comparables, massive ETF inflows, and its market cap catching up to Samsung's. The technical and flow setup favors further upside for Hynix near term.
000660.KS HIGH
Jang Woo-jin Writer 175:55
LG benefits from AI cooling and robotics.
LG Electronics has substantial upside driven by AI data center cooling (chiller) and robotics exposure. Despite a stretched PBR, the catalysts are real, and pullbacks should be seen as buying opportunities.
066570.KS MED
Jin Jong-hyun Research Center Head 360:08
BlackRock is key RWA institutional play.
BlackRock is a direct beneficiary of the growing RWA (Real World Asset) tokenization trend, as the largest asset manager leading both traditional ETF flows and RWA infrastructure. Its stock offers exposure to the institutional crypto shift without crypto volatility.
BLK MED
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3PRO TV (삼프로TV) · May 14

This 3PRO TV (삼프로TV) video, published May 14, 2026, features Lee Kwon-hee, Park Byeong-chang, Jang Woo-jin, Jin Jong-hyun discussing 005930.KS, 005380.KS, 000660.KS, 066570.KS, BLK. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee, Park Byeong-chang, Jang Woo-jin, Jin Jong-hyun  · Tickers: 005930.KS, 005380.KS, 000660.KS, 066570.KS, BLK