Fear of Dot-Com Bubble Repeat? Expert Park Sang-hyun Cites Anthropic IPO as a Variable, Expects Rebound If Oil Prices and Interest Rates Fall Further

[SBS News Briefing]

When citing or quoting this interview, please explicitly state that it is from the program SBS <News Briefing>. Copyrights belong to SBS.

■ Broadcast: SBS <News Briefing> Mon–Fri (14:00–15:20)
■ Host: Park Jin-ho, Editorial Writer
■ Guest: Park Sang-hyun, Research Fellow at iM Securities
--------------------------------------------

● Nasdaq 'Panic'

"Concerns over halted data center construction due to a landslide victory by the Democratic Party"
"Fears of a repeat of the 'dot-com bubble' following the end of the AI investment boom'
"Possibility of a pace adjustment rather than the end of the AI investment boom"
"Expansion of capital expenditures by hyperscalers is inevitable"
"Limited impact on the domestic semiconductor sector"
"Need to monitor the trajectory of Anthropic's IPO"
"The Democratic Party's policy stance regarding AI investment is a key variable"
"Further declines in oil prices and interest rates could calm market fears and serve as a catalyst for a stock rebound"

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