Investment Market Trends: KOSPI, KOSDAQ, and Robotics Sector

NVIDIA's stock split may impact the NASDAQ index, while market participants anticipate a September rate cut.

### Yeom Jeong's Passionate Investment Season 2: Market Overview, NVIDIA Stock Split Impact, Secondary Battery and Robotics Sectors Analysis
* 📈 The KOSPI maintained 2,700 won, closing at 2705, with a **slight increase**, while the KOSDAQ closed with about a **3-point increase**, showing a **continuous upward trend** over the past seven trading days.
* 🏦 Market indexes, especially based on the KOSDAQ, are somewhat supported on the downside but blocked on the upside, requiring a **closer observation of the trend for the week**.
* 💸 There is an expectation of a **rate cut around September**, but rashly anticipating it may not be the **right timing**.
* 📉 NVIDIA recently split its stock, and the post-split price trend is considered quite important, as it may **affect other tech stocks and the NASDAQ index**.
* 🔋 In the secondary battery sector, material and equipment sectors are leading the recent rebound, while it's suggested to focus on **cathode materials** rather than **polarizers**.
* 🤖 The robotics sector, especially humanoid robots, is gaining momentum, with NVIDIA CEO Jensen Huang mentioning the **future of robotics as the next wave after AI**.
* 📉 LS Innotek's stock price decline today was considered **excessive**, and Apple's unveiling of a new AI phone last night, which was not as groundbreaking as expected, may lead to a **bearish trend** for a while.
* 🎯 Yeom Jeong emphasizes the importance of **catching the bottom of the secondary battery sector and attacking the front**, and suggests focusing on **stocks with large drops**.

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Yeom Jeong's Passionate Investment Season 2: Market Analysis and Outlook

Yeom Jeong is excited to start Season 2 and acknowledges the changes in the market, emphasizing the need to catch up on missed studies.

The KOSDAQ has been performing better than the KOSPI in the past week, but there is uncertainty about the market trend, especially with upcoming significant events such as the announcement of the May CPI index and the remarks of FOMC Chair Powell.

NVIDIA's stock split is also a crucial factor that could potentially affect the market, leading to a close monitoring of its price trends.

The foreign exchange rate and investment sentiment are causing some short-term burden, with a possibility of larger inflows towards the U.

market due to the continued strong dollar trend.

Foreign funds have been flowing into the KOSDAQ for the past two weeks, making it a more favorable market than the KOSPI.

There is a shift in foreign investment from the KOSPI to the KOSDAQ, while institutions are dominating the KOSDAQ market.

The secondary battery sector and the robotics sector are showing strong trends, particularly in the material and equipment sectors, as well as with Doosan Robotics and Rainbow Robotics.

Recovery Signs in the Battery Market and Stock Trends

The battery market is emerging as a 52 trillion won industry, leading to recovery signs for LG Energy Solution and SK Innovation.

Samsung SDI is struggling to recover, while EcoPro BM is showing improvement in the cathode sector.

INFINITUM is expected to break out of a consolidation phase, with promising performance in the last two quarters.

The institutional trading trend is positive for nano materials and Daeju Electronics materials, leading to a rise in the stock prices.

Analysis of Recent Supply Trends in the Technology Sector

The technology sector is experiencing a slight increase in supply from institutional investors, with significant overseas orders for secondary battery equipment.

There has been a substantial influx of orders for secondary battery equipment, indicating a positive trend in the industry.

The focus is now on making efforts to improve battery efficiency and lower prices in order to stimulate demand for electric cars.

The Current Landscape of the Robotics Industry

Jensen Huang, CEO of NVIDIA, emphasized the future of robotics as the next wave after AI at Computex 2024.

The Korean company Newability's introduction of autonomous driving robots has also made a significant impact on the robot sector.

Despite fluctuations in stock prices, Doosan Robotics and Rainbow Robotics are highlighted as potential focuses for investment in the short term.

Mixed Trends in Stock Prices and Market Outlook

LG Innotek's stock experienced a dramatic over 99% drop mid-day but managed to recover later.

The unveiling of Apple's new AI phone fell short of expectations, potentially leading to a bearish trend, not only for Apple but also for other companies.

The electrical equipment sector, particularly with companies like LS Electric and Hyundai Electric, is showing the need for further adjustment, with a focus on subsidiary companies' strong momentum.