[#RealMarketUpdate] The truth behind OpenAI’s revenue shock of 200 hundred million dollars… Monday is a turning point for Samsung Electronics and SK hynix / Where will the stock market go next week? | CEO Lee Ju-yeon

The presenter interprets the domestic market’s weakness relative to the strong performance of overseas indexes as a result of thin buying support and selling by foreign and institutional investors. The presenter explains that semiconductor stocks showed a weak recovery despite the rebound in US indexes, while performance differed across sectors such as software and optical communications. The view is that future guidance and management’s assessment of demand matter more than the size of preliminary earnings, because growth strong enough to overcome high interest rates needs to be demonstrated. The presenter offers the interpretation that the controversy over OpenAI’s revenue was exaggerated because of differences between gross and net reporting, but the specific figures and the reasons for investors’ reactions require separate verification. The presenter compares competition in telecommunications, biotech, Apple component orders, and memory-sector trends, and distinguishes the possibility of interest-rate stabilization from an actual trend reversal. In the domestic market, the presenter identifies sectors of interest such as materials, components and equipment, substrates, and ESS, along with volatility caused by ETF rebalancing, earnings, and AI infrastructure events, as matters to watch. A gap-down opening and subsequent recovery on the next trading day, as well as rebounds in individual stocks, are the presenter’s forecasts and cannot be established from charts and past patterns alone. Schedules, indicators, and company-related reports are time-specific information requiring confirmation. All directional forecasts are the speaker’s conditional judgments, not definitive predictions of short-term prices.