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

NVIDIA's newly unveiled product, Belllarubin, is reportedly designed to significantly reduce electricity consumption and improve cost efficiency per token by 30 times compared to its predecessor, Blackwell. 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.

The US Treasury Department announced plans to purchase long-term Treasury bonds through its Treasury General Account (TGA) and to double the size of its existing buybacks from September 4th to November 4th. 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.

NVIDIA's upcoming earnings announcement is expected to break the recent trend of stock price drops during semiconductor earnings seasons and create a new turning point. In the past, stock prices tended to fall after earnings announcements, but due to high expectations for NVIDIA, this pattern is likely to be broken, returning to the past positive pattern of stock price surges. 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.

The secondary battery market is shifting from its previous focus on electric vehicles (EVs) to energy storage systems (ESS). 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.

Biotech stock prices are absolutely influenced by interest rate fluctuations, and recent upward momentum is shifting from obesity treatments to cancer drugs. 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.

The US Treasury Department is highly likely to intervene in the market starting September 4th by massively purchasing Treasury bonds to artificially lower bond yields. 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.

The MBN Gold VIP room today entered Hanmi Pharm for a low-price short-term trade. 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.

It has been confirmed that the electricity required for the three major domestic mega-projects mentioned in the Basic Electricity Supply and Demand Plan (Jeonggibon) amounts to the capacity of 19 nuclear power plants. 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.

In the current market situation, the biotech sector is showing a leading stock trend superior to robotics stocks and is evaluated as having a higher investment priority. This is based on the analysis that declining interest rates and changing momentum will offer greater opportunities to the biotech sector.

MBN Gold suggested 'Genic,' a mask pack-related stock, as its third recommendation. The cosmetics sector tends to exhibit individual stock movements regardless of market conditions, implying that specific theme stocks like Genic can attract attention.