Nvidia CEO Jensen Huang's Impending Visit to Korea: Which AI Stocks Led the 2 Trillion Won Institutional Buying in KOSPI?

Anticipation of Nvidia CEO Jensen Huang's visit to Korea, combined with a record-breaking 2 trillion won net buying by institutional investors, drove the KOSPI index to surge by over 2% on the 29th. Major AI and IT companies, including Naver and LG Group affiliates, have emerged as market leaders, spearheading the strong upward momentum in the domestic stock market.

The 'Jensen Huang Effect' Drives KOSPI to Record Highs

News that Jensen Huang, CEO of global AI chip leader Nvidia, will visit South Korea next week is heating up the domestic stock market. During his visit, he is expected to hold a series of meetings with the heads of major Korean conglomerates to discuss broad technological cooperation, including the next-generation memory semiconductor supply chain and 'Physical AI'. Bolstered by this strong momentum, institutional investors poured over 2 trillion won into the KOSPI market on the 29th, aggressively leading the index's rise.

AI Beneficiary Stocks Like Naver and LG Group Take Center Stage

The core keyword of the stock market today was undoubtedly 'AI'. Stocks of major IT and key affiliates expected to directly or indirectly benefit from Huang's visit, such as Naver, LG Electronics, and LG CNS, showed a simultaneous strong trend. With concentrated buying from foreign and institutional investors, these companies are rapidly emerging as the leading stocks for the second half of the year. In particular, with the external boon of explosive global AI server demand, expectations for earnings improvement across the domestic semiconductor and software ecosystem have reached their peak.

Frequently Asked Questions (FAQ)

• Q. What are the main schedule and purpose of CEO Jensen Huang's visit to Korea?
  A. Immediately following his attendance at 'GTC Taipei 2026' in Taiwan, he will visit Korea to meet with heads of major Korean conglomerates to discuss strengthening partnerships across the future AI industry, including AI cloud, robotics, and memory semiconductors.
• Q. Will the short-term upward trend of the KOSPI continue?
  A. The massive influx of institutional funds and the clear formation of AI-leading stocks are positive signals. However, risk management against volatility is necessary, as macroeconomic uncertainties remain, such as the release of US inflation indicators and the possibility of a delayed interest rate cut by the Federal Reserve.