[June 2, 2:00 AM Broadcast Full View] Jensen Huang's Shot! New York Stock Market Reaches All-Time High Rally...NVIDIA +6% Strong

Watch on YouTube ↗  |  June 02, 2026 at 03:18  |  6:11:01  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator
Kim Jang-yeol — Reporter, The Bell
Park Byeong-chang — Director, MP Partners
Baek In-jae — Deputy Center Director, Hana Securities
Kim Hyun-soo — Researcher, Korea Institute of Finance
Oh Tae-min — Professor, Hanyang University
Kim Jae-hee — Editor-in-Chief, Crypto Plus

Summary

The video covers the US stock market rally fueled by Nvidia's Computex announcements, including Vera Rubin production and AI PC. Korean markets are analyzed heavily toward semiconductor stocks (Samsung, SK Hynix) and robotics (Hyundai, LG, Doosan). Battery cell makers are seen as undervalued, and the crypto segment discusses Ethereum's potential as the RWA platform.

  • Nvidia's Computex keynote drives US market rally with AI PC and Vera Rubin news.
  • Samsung and SK Hynix are expected to re-rate higher due to memory demand and valuation gap.
  • Physical AI and robotics themes boost Hyundai, LG Electronics, and Doosan Robotics.
  • Battery cell makers LG Energy Solution and Samsung SDI are considered attractive for a 3-month upside.
  • Ethereum is promoted as the key platform for tokenized real-world assets, undervalued at current levels.
  • KOSPI index target of 11,200 is discussed based on semiconductor re-rating.
  • Geopolitical risks (Middle East) and currency volatility are noted as headwinds.
  • Crypto market faces headwinds from ETF outflows and Strategy selling, but long-term thesis remains intact.
Trade Ideas
Park Myung-seok Curator 32:57
Vera Rubin production powers Nvidia rally.
Nvidia's Vera Rubin entering mass production is a strong catalyst that will drive Nvidia's revenue and earnings higher, triggering a revaluation of the stock.
NVDA HIGH
Kim Jang-yeol Reporter, The Bell 72:59
Samsung and Hynix re-rate upward.
Samsung Electronics and SK Hynix have a valuation gap that will close as Samsung catches up in HBM and memory demand remains strong. Targets: Samsung 60,000 won, SK Hynix 370,000 won, implying significant upside.
000660.KS 005930.KS HIGH
Kim Jang-yeol Reporter, The Bell 84:32
KOSPI can hit 11,200.
If Samsung and Hynix re-rate to 10x+ P/E, the KOSPI index can reach 11,200, offering a broad market rally.
^KS11 MED
Park Byeong-chang Director, MP Partners 138:24
LG Electronics rides robotics wave.
LG Electronics is a core robotics and neocloud play, benefiting from Jensen Huang's partnership and the physical AI trend.
066570.KS MED
Park Byeong-chang Director, MP Partners 138:24
Hyundai Motor is a robot stock.
Hyundai Motor is a key beneficiary of the physical AI/robotics theme, and with Jensen Huang's visit and collaboration, the stock will continue to rise.
005380.KS HIGH
Baek In-jae Deputy Center Director, Hana Securities 227:43
Doosan Robotics leads physical AI.
Doosan Robotics is the first to move in the physical AI era, and its collaboration with Jensen Huang will drive significant upside.
454910.KS HIGH
Kim Hyun-soo Researcher, Korea Institute of Finance 235:22
Battery cell makers have 30% upside.
Battery cell makers LG Energy Solution and Samsung SDI are oversold due to temporary ESS issues, but the long-term thesis remains intact with 30% upside in 3 months. Data center ESS demand is expanding.
006400.KS 373220.KS HIGH
Oh Tae-min Professor, Hanyang University 341:30
Ethereum is undervalued RWA platform.
Ethereum is the essential platform for tokenizing real-world assets (RWA) and its price must rise significantly to maintain network security; current price is undervalued.
ETH HIGH
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3PRO TV (삼프로TV) · Jun 02

This 3PRO TV (삼프로TV) video, published June 02, 2026, features Park Myung-seok, Kim Jang-yeol, Park Byeong-chang, Baek In-jae, Kim Hyun-soo, Oh Tae-min discussing NVDA, 000660.KS, 005930.KS, ^KS11, 066570.KS, 005380.KS, 454910.KS, 006400.KS, 373220.KS, ETH. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok, Kim Jang-yeol, Park Byeong-chang, Baek In-jae, Kim Hyun-soo, Oh Tae-min  · Tickers: NVDA, 000660.KS, 005930.KS, ^KS11, 066570.KS, 005380.KS, 454910.KS, 006400.KS, 373220.KS, ETH