KOSPI dipped, but KOSDAQ stole the spotlight with surging chip-substrate, battery, biotech and space stocks. We break down the market’s mixed signals, rising bond yields, Samsung and SK Hynix selling pressure, and why chasing hot cybersecurity stocks can be risky. Tune in for the trends behind the headlines!
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0:06 - Market Snapshot and IT Stocks
1:23 - Oil, Yields, and Rate Expectations
2:08 - Earnings, Buybacks, and IT Leaders
4:28 - KOSDAQ, Biotech, and Aerospace Rallies
5:54 - Why Stocks Hold Up Despite High Rates
11:41 - Foreign Selling and Semiconductor Stocks
14:49 - Cybersecurity and Quantum Stock Themes
17:52 - Battery Stocks and the Renewable Energy Theme
