New York Stocks Rise on Easing Greenland Tensions and Strong Economic Data... Will They Withstand Next Week's Big Event? | Director Park Byung-chang

그린란드 긴장감 완화•경제지표 호조에 뉴욕증시 웃었다…다음주 빅이벤트도 견뎌낼까? | 박병창 이사 [마켓 인사이드]
Watch on YouTube ↗  |  January 23, 2026 at 00:10  |  32:58  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

Park Byung-chang, a director, reviews a two-day U.S. market rebound helped by easing Greenland tensions and solid economic data. He discusses gold near $5,000, the weak year-to-date performance of U.S. mega-cap tech, and why he thinks the U.S. market can stabilize and eventually move higher. He also covers Korea's KOSPI breaking 5,000, sector rotation into batteries and cosmetics, memory-chip price hikes, and space/satellite internet as a continuing theme.

  • U.S. stocks rebounded for two days; Greenland tension easing and strong data supported sentiment.
  • Gold approached $5,000 as safe-haven and currency-debasement demand; asset allocators favor precious metals.
  • U.S. mega-cap tech is mostly down YTD; the speaker expects lows and a possible rebound, with Alphabet target upgrade and Apple seasonal H2 strength.
  • KOSPI broke 5,000, with strong liquidity and news-sensitive sector rotation; valuations are no longer cheap but the market is more normalized.
  • Korean battery stocks surged on robot-battery momentum; Hyundai group and robot stocks pulled back on union and profit-taking news.
  • Memory-chip prices are rising sharply, supporting Samsung Electronics, SK hynix, and Micron, and raising AI-inflation concerns.
  • Blue Origin's TerraWave satellite-internet plan and Walmart's Korean cosmetics visit were cited as examples of strong thematic/liquidity moves.
  • Macro risks include inflation, Fed rate-cut uncertainty, and U.S. Treasury retaliation risk.
Ideas
Park Byeong-chang Director, MP Partners 3:12
Gold gains from safe-haven and debasement demand.
Gold is near $5,000 and has two simultaneous supports: safe-haven demand during geopolitical/economic risk and currency debasement/liquidity expansion. Asset-allocation research broadly recommends precious metals, so the speaker remains positive on gold and precious metals despite the sharp rally.
GLD GLTR HIGH
Park Byeong-chang Director, MP Partners 8:09
Korean battery surge on robot battery momentum.
Korean battery shares exploded higher, including Samsung SDI, LG Energy Solution, EcoPro, L&F and several small/mid-caps, with multiple limit-up moves, driven by the 'robot battery' narrative and an extremely liquidity-rich, news-sensitive market. The speaker cautions this is rare and possibly overheated, so it is a momentum/regime to monitor rather than a clean fundamental buy.
KARS 006400.KS 373220.KS 086520.KQ 066970.KS MED
Park Byeong-chang Director, MP Partners 11:35
Hyundai pullback is profit-taking, not reversal.
Hyundai Motor and group stocks dropped sharply from highs after the union said no Atlas robots can enter the factory without agreement, but the speaker views the move as profit-taking rather than a trend reversal, implying the uptrend can resume once the noise passes.
005380.KS LOW
Park Byeong-chang Director, MP Partners 11:46
Alphabet catch-up trade after $400 target.
An analyst target price on Alphabet was raised to $400, implying about 20% upside from current levels; that would lift Alphabet's market cap from roughly $4T toward $4.5T, matching Nvidia. The speaker frames this as a possible catch-up move within U.S. mega-cap tech that would support the broader market.
GOOGL MED
Park Byeong-chang Director, MP Partners 13:48
US mega-cap rebound lifts S&P 500.
The speaker thinks the U.S. market is unlikely to break down because the beaten-down mega-cap technology leaders (Nvidia, Alphabet, Apple, Microsoft) are not in a sustained downtrend and should form lows/rebound. Alphabet's target upgrade and Apple's seasonal H2 strength support this; if those leaders move again, the S&P 500 can move above 7,000. The U.S. still looks relatively weaker than Korea/Asia.
SPY XLK MED
Park Byeong-chang Director, MP Partners 15:21
Apple's H2 seasonal rebound after seven-week slump.
Apple has declined for seven straight weeks, but historically since 2010 (except 2022) it has been weak in H1 and strong in H2 due to new products and the developer conference. The speaker expects Apple to form a bottom and rebound, with the AI Siri reveal in June, launch in September, and a wearable pin project. A mega-cap Apple rebound would also stabilize the U.S. market.
AAPL HIGH
Park Byeong-chang Director, MP Partners 16:49
KOSPI normalized; sector stock picking leads.
KOSPI broke through 5,000 with very strong liquidity and a news-sensitive, sector-rotation market. Valuations are no longer absolutely cheap and are only mid-to-lower versus Asian averages, but the market has substantially normalized versus its past; brokerages and politicians discuss 6,000-7,000 targets. Foreign investors compare Korea's governance reform to Japan's 2013 Abenomics/TSE reform, with Korea implementing faster, so the actionable implication is a stock/sector-picking market rather than a simple index-cheapness trade.
EWY MED
Park Byeong-chang Director, MP Partners 24:28
Memory chip shortage drives semiconductor upcycle.
Memory semiconductor prices are rising sharply: Samsung is reportedly raising memory prices by up to 80%, Nvidia/AMD have notified board makers of substrate price hikes, Nanya expects memory shortages into H1 2027, and TrendForce sees memory revenue surging. The speaker views this as a broad memory/AI semiconductor upcycle supporting Samsung Electronics, SK hynix, and Micron, and also flags it as an AI-driven inflation risk.
SMH 005930.KS 000660.KS MU HIGH
Park Byeong-chang Director, MP Partners 27:59
Blue Origin satellite internet confirms space theme.
Blue Origin announced TerraWave, an enterprise/government satellite-internet service to challenge Starlink, with more than 5,000 satellites planned after its first launch next year. The speaker says this confirms the space/satellite-internet theme remains strong and that technological change is spreading beyond robotics.
UFO MED
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This 3PRO TV (삼프로TV) video, published January 23, 2026, features Park Byeong-chang discussing GLD, GLTR, KARS, 006400.KS, 373220.KS, 086520.KQ, 066970.KS, 005380.KS, GOOGL, SPY, XLK, AAPL, EWY, SMH, 005930.KS, 000660.KS, MU, UFO. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: GLD, GLTR, KARS, 006400.KS, 373220.KS, 086520.KQ, 066970.KS, 005380.KS, GOOGL, SPY, XLK, AAPL, EWY, SMH, 005930.KS, 000660.KS, MU, UFO