Tech Stocks Rise on Nvidia's Outlook; BOK Hikes Rates | The Asia Trade 8/27/2026

Watch on YouTube ↗  |  August 27, 2026 at 04:27  |  1:32:26  |  Bloomberg Markets
Speakers
Rolf Bulk — Head of Semiconductors, Futurum Equities
Anthony Stevens — Bloomberg Market Producer
Shawn Darby — Managing Director at Mizuho Securities
Shaun Day — Managing Director, Greatland Resources
Kunjan Sobhani — Semiconductor Analyst
Han Fengtao — Founder and CEO, Spirit AI
Yeon Jin Kim — Economist, Credit Agricole

Summary

The video covers Nvidia's strong fiscal 2028 revenue guidance of 70% growth, which alleviated concerns about AI demand and boosted the Asian semiconductor supply chain. Meanwhile, the Bank of Korea hiked interest rates to 3.00% amid strong economic growth driven by the chip boom and persistent inflation.

  • Nvidia forecasts 70% revenue growth for fiscal 2028, constrained only by supply.
  • The Asian semiconductor supply chain is expected to benefit significantly from Nvidia's growth.
  • The Bank of Korea raised its policy rate to 3.00% and upgraded its GDP growth forecasts.
  • Greatland Resources highlights strong outlooks for both copper and gold due to electrification and central bank buying.
  • Meta agrees to pay up to $18 billion to settle a US lawsuit regarding social media addiction among young users.
  • Russia is reportedly preparing to escalate its war in Ukraine as peace talks stall.
Ideas
Anthony Stevens Bloomberg Market Producer 9:43
Nvidia's growth drives Asian supply chain gains.
Nvidia's strong results and supply constraints mean the Asian supply chain is running at full tilt. The shift of revenue booking to Taiwan and Asia indicates Asia captures the assembly supply chain gains, making it a very bullish environment for Asian traders to pick specific trades in the supply chain.
Asian semiconductor supply chain HIGH
Rolf Bulk Head of Semiconductors, Futurum Equities 25:43
Nvidia's strong growth is supply constrained.
Nvidia's guidance for 70% revenue growth next year is very positive and is only constrained by supply. If they get more supply, growth could double, as demand for GPUs remains very strong despite memory de-speccing.
NVDA HIGH
Shawn Darby Managing Director at Mizuho Securities 55:54
China's lower electricity costs benefit downstream AI.
China has put in infrastructure that makes sense to utilize AI in downstream areas like robotics. Electricity costs are falling in China compared to the US, making the cost of implementing AI much cheaper and giving China an advantage in downstream AI applications.
Chinese downstream AI MED
Shawn Darby Managing Director at Mizuho Securities 59:01
Buy Asian E&C firms building LNG plants.
There is a long-term structural shift of LNG plants being built outside the Gulf region in places like the US, Indonesia, and Australia. The best way to play this long-duration theme is through engineering and construction companies in Japan like Chiyoda and MODEC, and in Korea like Daewoo E&C.
Chiyoda Daewoo E&C MODEC HIGH
Shaun Day Managing Director, Greatland Resources 72:12
Electrification and supply constraints support copper prices.
The copper market continues to be strong due to the electrification cycle and a continued focus on bringing on copper units, while industrial action in South America stifles production.
COPPER HIGH
Shaun Day Managing Director, Greatland Resources 73:05
Strong organic growth and high-grade underground assets.
The company has a strong organic growth profile, generating cash flow, is fully permitted for the Havieron project, and is bringing on high-grade underground assets that will increase its copper mix to 15-20%, with strong financial capacity to deliver.
GRL HIGH
Shaun Day Managing Director, Greatland Resources 77:26
Central bank buying supports high gold prices.
Gold is supported by central bank buying, institutional buying out of China, and record intervention in the bond market, creating a baseline demand and a recipe for high gold prices.
GLD HIGH
Up Next
16:53
The stock market lifted by semiconductors attracting money. KOSPI must hold 7,000 for a real bull market to begin. "Closing price betting is better than chasing buys" | CEO Lee Gwon-hee
815 Money Talk (815머니톡) · Aug 27
26:58
The Era of Dollar Stablecoins, Can the Korean Won Survive? | Seo Dong-ju, Kim Dong-hwan, Kim Jun-woo Xangle CEO [Crypto PLUS]
3PRO TV (삼프로TV) · Aug 27
6:10:36
[26.08.27 Morning Broadcast Full View] NVIDIA, Quarterly Revenue $96.2 Billion…13 Consecutive Quarters of Record Breaking
3PRO TV (삼프로TV) · Aug 27
1:30:20
Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics
All-In Podcast · Aug 27
30:33
Sell-on after NVIDIA earnings announcement? Will Samsung Electronics and SK Hynix, ahead of HBM4 adoption, really put an end to the monopoly? | CEO Park Jun-young
815 Money Talk (815머니톡) · Aug 27

This Bloomberg Markets video, published August 27, 2026, features Anthony Stevens, Rolf Bulk, Shawn Darby, Shaun Day discussing Asian semiconductor supply chain, NVDA, Chinese downstream AI, Chiyoda, Daewoo E&C, MODEC, COPPER, GRL, GLD. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Anthony Stevens, Rolf Bulk, Shawn Darby, Shaun Day  · Tickers: Asian semiconductor supply chain, NVDA, Chinese downstream AI, Chiyoda, Daewoo E&C, MODEC, COPPER, GRL, GLD