Expert Lee Hyo-geun Anticipates Market Stability with NVIDIA's New Product and US Treasury Bond Purchases… "Bio Over Robotics"

This technology is hailed as a game-changer for the semiconductor industry. Belllarubin's technological superiority is expected to be a key factor in restoring investor sentiment and driving an uptrend across the entire semiconductor market.

SK Hynix has recently initiated share buybacks to enhance shareholder value, and its stock is gaining attention for being undervalued compared to US big tech companies. The stock confirmed support precisely at the 20-day moving average, forming a lower wick, which is interpreted as a sign that the stock is not in a downtrend. This movement could increase the likelihood of a technical rebound for SK Hynix's stock price.

These measures are interpreted as a policy intention to curb a sharp rise in US Treasury yields and to stabilize them. The Treasury's efforts to manage interest rate volatility, especially ahead of elections, are expected to have a positive impact on the market.

The US is pursuing a strategy to create long-term demand for Treasury bonds by promoting stablecoins. If the issuance of stablecoins backed by short-term US Treasury bonds expands, it will inevitably lead to increased purchases of US Treasury bonds, thus naturally boosting demand. This strategy is expected to play a crucial role in filling the gap left by China and Japan's sales of US Treasury bonds and ensuring the stability of the Treasury market. The growth of the stablecoin market is attracting attention as a new solution to the US Treasury crisis.

This could be an important catalyst for improving investor sentiment across the entire semiconductor sector.

Unlike Samsung Electronics, which prefers Wonik IPS, Jusung Engineering focuses its business on SK Hynix. Jusung Engineering is considered to have superior technology, and based on this technology, it is expected to acquire new global big tech clients, elevating its corporate value.

In the North American market, in particular, ESS revenue has surpassed that of EVs, emerging as a major growth driver for the market. While the EV market is expected to bottom out in Q3 and enter a recovery phase, the current primary cycle driver in the secondary battery market is the ESS sector, making it important to pay attention to ESS-related stocks such as POSCO Future M and LNF.

Market expectations for Moderna's cancer vaccine clinical trial results are growing, making Moderna-related stocks new leaders in the biotech market. This is analyzed as a significant changing factor for investment in the biotech sector.

It will even mobilize its Treasury General Account (TGA) to induce rate cuts, and if speculative forces deviate from the trend, the pace of rate decline is expected to accelerate further. Furthermore, the plan to create structural demand through the use of stablecoins is also expected to contribute to lower rates. This reflects the government's strong will to stabilize interest rates ahead of the November elections.

This is a 2-day short-term strategy, with plans to sell and realize profits within a quick timeframe.

If discussions proceed regarding the US government's equity participation in Westinghouse, KEPCO E&C is expected to be the biggest beneficiary. Previously, KEPCO E&C faced direct technological barriers with Westinghouse, but equity participation is expected to resolve these barriers. Expert Lee Hyo-geun argued that KEPCO E&C would benefit more than Hyundai Engineering & Construction or Doosan Enerbility.

This is to cope with the surge in electricity demand due to the development of artificial intelligence (AI) technology, which further highlights the need for nuclear power expansion in the future.

This is based on the analysis that declining interest rates and changing momentum will offer greater opportunities to the biotech sector.

The cosmetics sector tends to exhibit individual stock movements regardless of market conditions, implying that specific theme stocks like Genic can attract attention.