[26.05.22 Morning Broadcast Full View] End of War, This Time For Real?! New York Stock Market Closes Up Amid Falling Oil Prices and Interest Rates

Watch on YouTube ↗  |  May 22, 2026 at 03:21  |  6:11:51  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator
Park Ji-hoon — Director, Asset Management Consulting Dept., NH Investment & Securities
Yeom Seung-hwan — Director, LS Securities
Lee Seon-yeop — CEO, AFW Partners
Park Byeong-chang — Director, MP Partners

Summary

The video covers the daily market update from New York, Wall Street news, and a global interview. Key topics include Nvidia's post-earnings pullback, Eli Lilly's strong weight-loss drug, the Iran war and oil price outlook, and the dominance of AI hardware in the market. Korean market is driven by policy hopes and sector rotation.

  • Nvidia stock dips after earnings, Park Myung-suk advises buying on pullback to $200.
  • Eli Lilly's new weight-loss drug shows impressive clinical results, bullish outlook.
  • AI hardware and memory semiconductors remain market leaders according to Lee Seon-yeop.
  • Park Byung-chang highlights policy catalysts like National Pension limit expansion and foreign ETF access for KOSPI.
  • Yeom Seung-hwan suggests biotech and robots will benefit if oil falls after Iran war ends.
  • Park Ji-hoon recommends Samsung Electro-Mechanics for rising MLCC demand in EVs and autonomy.
  • Market shows strong sector rotation from chips to power equipment and LG Electronics.
  • Global interview discusses bond yields, oil, and the Fed's path, with overall positive equity view.
Trade Ideas
Park Myung-seok Curator 6:04
Buy Nvidia on pullback near $200.
Nvidia is a strong company with good valuation and earnings, but its stock tends to dip after earnings release. Park sold Nvidia and plans to buy again around $200 next week, expecting a rebound from the pullback.
NVDA MED
Park Myung-seok Curator 9:19
Eli Lilly weight-loss drug promising.
Eli Lilly's new weight-loss drug retatrutide showed strong clinical results with up to 28% weight loss. The drug has blockbuster potential given the large obese population in the US. BMO has a $1,300 price target. Long-term bullish.
LLY MED
Yeom Seung-hwan Director, LS Securities 243:52
Biotech/robots benefit from oil fall.
If the Iran war ends, oil prices could drop to around $80, which would reduce inflationary pressure and allow interest rates to fall. Lower rates would benefit growth stocks, particularly biotech and robot stocks. This setup makes biotech and robot sectors attractive for a long position once oil declines.
XBI Robot sector LOW
Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 285:03
Samsung Electro-Mechanics MLCC demand rising.
Samsung Electro-Mechanics benefits from increased MLCC demand driven by electric vehicles and autonomous driving. MLCC content per vehicle could rise from 1,000-2,000 in ICE to 8,000-10,000 in EV with autonomy. This structural growth justifies buying even after recent price increase.
009150.KS HIGH
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This 3PRO TV (삼프로TV) video, published May 22, 2026, features Park Myung-seok, Yeom Seung-hwan, Park Ji-hoon discussing NVDA, LLY, XBI, Robot sector, 009150.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok, Yeom Seung-hwan, Park Ji-hoon  · Tickers: NVDA, LLY, XBI, Robot sector, 009150.KS