The Promised Two O'Clock, Goldman Sachs' Prophecy Lingers... Domestic Stock Market Plunges Before Close, Will Challenge 7,000 pts Again Tomorrow!

Summary

The video covers a volatile Korean market session in which early gains led by semiconductors and nuclear power reversed after reports of a Yemen/Saudi energy-facility attack. Guests discuss whether the drop was a short-term geopolitical overreaction or a derivatives-expiration supply problem, and they largely remain bullish on Korean memory leaders and nuclear value-chain names. Later segments focus on FX, US bond yields, Fed rate-hike odds, rotation into secondary batteries and power infrastructure, and foreign accumulation in KOSPI large caps.

• KOSPI opened strong and briefly lifted toward 7,170 before reversing below 7,000 close after a Saudi energy facility attack.
• Kim Jang-yeol and Lee Kwon-hee see the afternoon selloff as mostly geopolitical overreaction and favor buying semiconductor and nuclear names on pullbacks.
• Speakers emphasize tight memory supply, Apple-Kioxia NAND LTA reports, SK hynix discount to Micron, and Korean semiconductor equipment flows.
• Nuclear power is repeatedly called a leading market theme due to US investment and AI power demand.
• Kim Hyo-jin explains won appreciation toward 1,290 fair value and sticky US 10-year yields near a Taylor-rule fair value of 5%.
• Hwang Yoo-hyun warns about derivatives expiration but says Hynix technical recovery has room and nuclear and secondary batteries offer rotation opportunities.
• Lee Ji-won argues foreign accumulation in Samsung and Hynix is a longer-term tailwind and that the market's refusal to fall on bad news is bullish.
• Key risks discussed include yen strength hitting Korean exports, KOSDAQ small-cap equipment FX sensitivity, and leveraged ETF positioning.