"What More Can Go Wrong, Net Buying"… Kospi Rises Despite Intel and Anthropic Bad News / "Scenarios and Impacts of the U.S. Midterm Elections?"

[SBS News Briefing]

When quoting or reporting from this interview, please explicitly credit the program name, SBS <News Briefing>. Copyright belongs to SBS.

■ Broadcast: SBS <News Briefing> Mon-Fri (14:00–15:20)
■ Anchor: Park Jin-ho, Editorial Writer
■ Panelists: Park Yeon-mi, Economic Commentator; Song Wook, SBS Editorial Writer
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● Moneyverse

Park Sang-hyun / Specialist, Research Center, iM Securities
"Early session fears of a 'Black Monday'… Domestic stock market has already priced in bad news"
"Last month's domestic semiconductor export surprise… Allaying concerns"
"Foreign selling scale is not large, with buying pressure centered around the National Pension Service"
"U.S. midterm elections will not have a major impact on the domestic stock market"
"Post-midterm election 'grand fury' is the biggest variable"

Song Wook / SBS Editorial Writer
"PC market contracts due to surging memory semiconductor prices"
"High early voter turnout in the U.S. midterms does not mean it favors the Democratic Party"
"Expectations for the U.S. Democratic Party to sweep both the House and Senate as a 'blue wave'"
"First time the U.S. FBI officially points the finger at North Korea as the mastermind behind hacks"

Park Yeon-mi / Economic Commentator
"Kospi has fallen so much that there is nowhere left to retreat"
"All bad news is exposed to the market… Now is the time to catch the bottom"
"Anthropic coupled with Intel freezes market sentiment"
"If Democrats sweep both houses, expanding AI data centers will not be easy"
"If vetoes continue, they could get trapped in the Democratic 'track'"
"North Korean hackers will continue similar attempts going forward"

※ For more details, please check the video.
※ Please note: This article was translated by AI and may contain errors.