Samsung and Hynix Plunge While Parts and Materials Rise, "An Ironic Korean Stock Market"... What Is the Impact of China's CXMT?

[Ju Young-jin's News Briefing]

When quoting or reporting from this interview, please explicitly state the program name, SBS <Ju Young-jin's News Briefing>. Copyright belongs to SBS.

■ Broadcast: SBS <Ju Young-jin's News Briefing> Mon–Fri (14:00–15:20)
■ Host: Anchor Ju Young-jin
■ Panelists: Park Yeon-mi, Economic Commentator / Park Jin-ho, SBS Editorial Writer
--------------------------------------------

● Moneyverse

Park Jin-ho / SBS Editorial Writer
"There is a tendency to convert assets into dollars ahead of the US midterm elections"
"The impact of the strong won is appearing as 'Seohak ants' (Korean retail investors) buying US stocks"
"South Korea's economic fundamentals are solid... Demand for semiconductors remains steady"
"Trump's extreme deal with Russia is motivated by the midterm elections"

Park Yeon-mi / Economic Commentator
"Semiconductor heavyweights Samsung and Hynix are falling, while parts and materials companies are rising... It's ironic"
"Market fuss over China's CXMT is excessive, but concerns over China's catching up still linger"
"The Korean market needs to show trust rather than just earnings"
"The key issue for the second half is interest rates... There needs to be confidence that big tech investments can continue"

※ More details are available in the video.
※ Please note: This article was translated by AI and may contain errors.