[26.05.13 오후 방송 전체보기] 코스피 공포지수 역대급 겪고 다시 상승 전환…만스피 진짜 갈까요? [클로징벨 라이브]

Summary

The video covers the May 13 KOSPI session which reversed from early losses to close +2.6%. Key drivers were government intervention in Samsung's labor dispute and strong performance from semiconductor and auto stocks. Guest analysts share bullish views on Samsung, SK Hynix, Hyundai Motor, and select semiconductor materials, while warning of short-term volatility and frothy sentiment.

• KOSPI closed up 2.6% at 7,844 after a sharp intraday reversal.
• Samsung Electronics fell 6% in the morning on labor dispute fears but rebounded to +1.8%.
• SK Hynix surged 7.6% to 197,000 won, nearing 200,000.
• Hyundai Motor Group stocks rallied, with Hyundai Motor up 10% to 71,000 won.
• Analysts argued semiconductors remain structurally cheap amid sustained AI demand.
• Semiconductor materials (Soulbrain, Doosan Tesna) also rose sharply.
• FOMO and heavy retail buying were noted, with some caution on short-term pullback.
• NCSoft gained after massive earnings beat, considered undervalued.