Second Half Stock Market Strategy... Semiconductor 'Essential' vs Secondary Battery 'Optional' [3-Minute Brief]

Published 03 Jul.2024 08:00(KST)

Updated 19 Jan.2025 11:03(KST)

[3-Min Brief 3-Second Summary]
① Robot Adoption Cuts Corporate Employment by 2%
② Nvidia Faces First Antitrust Charges in France
③ 'Supercycle' Shipbuilding Continues Smoothly in Second Half

MARKET INDEX
Second Half Stock Market Strategy... Semiconductor 'Essential' vs Secondary Battery 'Optional' [3-Minute Brief] 원본보기 아이콘

- US New York Stock Exchange's three major indices all closed higher
- S&P 500 index surpassed 5500 for the first time ever

- Fed Chair Powell mentioned 'disinflation' in his remarks


Top3 NEWS
Second Half Stock Market Strategy... Semiconductor 'Essential' vs Secondary Battery 'Optional' [3-Minute Brief] 원본보기 아이콘
■ "Robots reduced employment by 2% in companies"
- Employment decreased by 2% compared to companies without robot adoption
- Bank of Korea Economic Research Institute: "Clear labor substitution effect"
- Companies adopting AI actually increased employment
■ Semiconductors are 'essential'... Secondary batteries are 'optional'
- Domestic stock market outlook for the second half from asset managers
- Many external variables make risk management important
- Export-driven sectors like automobiles and cosmetics are promising
■ Nvidia to be indicted for antitrust charges in France... First sanction
- French competition authority to indict Nvidia
- First sanction on anti-competitive practices in effect
- Investigation into price and supply impact in AI semiconductor sector
Graphic News: 'Supercycle' K-Shipbuilding "Expected smooth sailing in the second half"
Second Half Stock Market Strategy... Semiconductor 'Essential' vs Secondary Battery 'Optional' [3-Minute Brief] 원본보기 아이콘

- Shipbuilding industry in a super boom, upward trend expected in the second half
- Shipbuilding stocks' returns up... Sejin Heavy Industries rose 43.20%
- "Recent announced public-private support influenced the upward trend"

the Chart: Increasing self-employed loans... Top 5 banks increased by 5 trillion won this year alone
Second Half Stock Market Strategy... Semiconductor 'Essential' vs Secondary Battery 'Optional' [3-Minute Brief] 원본보기 아이콘

- Outstanding loans for individual business owners increasing by over 1 trillion won monthly
- Total 324.7159 trillion won... increased by 608.8 billion won compared to previous month
- Self-employed delinquency rate rising... highest level in 11 years

Terms in the News: "MS stock is a jackpot"... Former CEO richer than Bill Gates
Second Half Stock Market Strategy... Semiconductor 'Essential' vs Secondary Battery 'Optional' [3-Minute Brief] 원본보기 아이콘

- Microsoft stock price soaring day by day
- Steve Ballmer, regarded as a founding member of MS
- Surpassed Bill Gates and settled as the world's 6th richest person

Today's Key Schedule

○ Domestic
- 06:00 June foreign exchange reserves
- 3rd: KOSDAQ HUS listing, IPO price 16,000 won
- 3rd: KOSPI ShiftUp subscription, IPO price 60,000 won
- 3rd: KOSDAQ Ebest SPAC No.6 subscription, IPO price 2,000 won
- 3rd: KOSDAQ Excel Therapeutics subscription, expected IPO price 6,200~7,700 won



- Chungbuk Cheongju Technopolis Atera (A8)


○ Overseas
- 10:30 Australia May retail sales
- 10:45 China Caixin June services PMI
- 17:00 Eurozone June Markit composite PMI
- 17:30 UK June composite PMI
- 21:15 US June ADP nonfarm employment change
- 21:30 US initial jobless claims
- 22:45 US June services PMI

- 23:00 US June ISM non-manufacturing PMI
- 23:15 Lagarde, ECB President speech
- 23:30 US crude oil inventory

◇ Lunch & Commute Weather
○ Lowest temperature 23℃(▲1℃) ｜ Highest temperature: 27℃(▲2℃)
○ Precipitation probability morning 60%｜afternoon 60%
○ Fine dust morning good｜afternoon good
Second Half Stock Market Strategy... Semiconductor 'Essential' vs Secondary Battery 'Optional' [3-Minute Brief] 원본보기 아이콘

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