Strong Rebound Expected?! Big Tech Won't Stop Investing | Lee Ji-eun, Aegis Stock CEO

Summary

Lee Ji-eun, CEO of Aegis Stock, reviews a strong morning session led by AI semiconductor names and power equipment, while biotech stocks suffer from individual bad news. She outlines specific long ideas in Gaonchips, LS Corp, SK hynix, and transformer plays, advises avoiding Hanwha Ocean, and discusses a tactical watch on HYBE. The host also presents a non‑US shipbuilding order cycle thesis.

• KOSPI rallies broadly as AI chip investment sentiment returns, while KOSDAQ is dragged down by biotech misfortunes.
• Korean semiconductor equipment and materials stocks surge on Micron’s US expansion and Goldman’s tight‑until‑2027 call.
• Gaonchips attracts record volume on its involvement in Samsung’s 2‑nm foundry process.
• Power and transformer plays like LS Electric and HD Hyundai Electric rebound as AI data center power needs grow.
• Hanwha Ocean’s trend is broken after the Canadian submarine disappointment; new US catalysts are needed.
• The host sees shipbuilding demand emerging from Mozambique LNG and Hormuz‑strait countries via secondhand vessel trades.
• LS Corp holds key support and adds a robotics angle; HYBE has near‑term earnings tailwinds but a heavy long‑term overhead supply.
• SK hynix is expected to benefit long‑term from its ADR listing, with global flows outweighing short‑term supply worries.