Nvidia's sudden price hike on AI servers is raising concerns about increased investment burdens for domestic IT platform companies like Naver and Kakao. Investors should review defensive strategies in preparation for potential profitability deterioration.
Despite foreign selling, the KOSPI is defending against declines supported by bargain hunting in large-cap semiconductor stocks like Samsung Electronics and SK Hynix. Expectations for Nvidia's upcoming earnings are robustly supporting investor sentiment.
The explosive demand for power grids in AI data centers is fueling a sustained rally in copper prices, leading to prominent strength in copper-related theme stocks. Coupled with concerns over reduced supply from major producing regions, long-term upward momentum appears valid.