Meta's 'Muse' Launch… AI Competition Intensifies

The market interprets this as a resolution of uncertainties in related sectors such as secondary batteries, but further confirmation is needed for specific issues like rare earths.

The 'Muse,' capable of internet communication without Wi-Fi, has announced the integration of an AI agent within smart glasses in collaboration with Ray-Ban, signaling aggressive moves to gain an advantage.

This is interpreted as an aggressive move by Meta to gain the upper hand in the artificial intelligence market.

It is expected to feature communication capabilities enabling internet use without Wi-Fi, and smart glasses will also be equipped with an AI agent in collaboration with Ray-Ban.

As hyperscale companies' capital expenditure (CAPEX) is projected to gradually increase, the trickle-down effect on related materials, parts, and equipment companies and the growth potential of AI infrastructure are drawing attention.

The trend of gradually increasing CAPEX investment by hyperscale companies is expected to continue.

Consequently, the trickle-down effect on materials, parts, and equipment companies and AI infrastructure investment are anticipated to persist.

This shows that the market is reacting strongly to the growth and scalability of AI, and the intensifying competition in related technologies is positively reflected in stock prices.

The cooperative structure with Nvidia, including robot collaboration, appears to be strengthening, and the flexible movement of related small and mid-cap stocks is gaining attention, coinciding with issues surrounding glass substrate review.

This serves as a crucial characteristic and a key checkpoint for investors to note in the recent market.

The second hurdle is whether it can surpass 13,160 won, the 120-day moving average; until earnings visibility improves, a short-term approach or investment after confirming a trend reversal is recommended.

Therefore, investors should prioritize checking how competitive a company is in overseas markets, rather than short-term stock price fluctuations.

If domestic medical AI companies are competitive compared to foreign companies, they are considered to have high investment value.

Its position as the number one domestic platform ironically limits its global scalability, and while faster movement is expected after the Nvidia investment issue concludes in late October, securing the 200,000 won support line is crucial.

Expectations for a spillover benefit in solar power began on Wednesday, and this sentiment continued today, showing further upward movement.

The stock, which had not moved significantly despite related discussions, recorded nearly a 10% rise today. Due to accumulated selling pressure, new entry is recommended only after confirming a breakout.

It is necessary to take a conservative approach until clear results are confirmed in the global market, which will allow for judging true technological capability and ten-bagger potential.

If considering investment in the quantum sector, investing in leading global companies is more reasonable than domestic ones.

Micron's earnings release and PCE inflation data are expected to be important factors determining market direction.

Remarks by Fed officials regarding future interest rates are expected to significantly influence investor sentiment.

This has led to concerns that its chart elasticity may be lower compared to Samsung Electronics, and while the company's intrinsic value is positive, opinions on its technical position are divided.

Trump's fluctuating statements on accepting or rejecting Iran's 7-day ceasefire agreement have highlighted geopolitical risks in the market.

Amidst this volatility, expectations for Ukraine reconstruction projects and the nuclear power industry are growing, leading to strong performance in related construction stocks.

With geopolitical risks emerging from former President Trump's remarks, Taiwan is further solidifying its semiconductor infrastructure, led by TSMC.

CEO Lee Ji-eun mentioned that during her visit to Taiwan, Korean could be easily found in various tourist spots, demonstrating Taiwan's significant awareness of Korean tourists.

South Korea has become a crucial pillar of Taiwan's economy, with tourist numbers doubling over the past decade.