In a recent special episode of 'Lee Jae-seon's Grand Slam Home Run,' the focus was on three key sectors driving the Korean stock market toward the 7,000 milestone: physical AI, semiconductors, and biotechnology.
The program highlighted physical AI—embodied AI in robotics and humanoids—as a new growth engine, with companies like Hyundai Motor, Robotis, SPG, and Clobot gaining attention. Semiconductor stocks remain a core pillar, while biotech is emerging as a strong contender.
Analysts suggest that these three sectors, each with distinct catalysts, could lead the next bull run. The discussion also touched on global trends, including Boston Dynamics' Atlas and OpenAI's investments in physical AI, reinforcing the theme that AI is moving beyond software into the physical world.
Investors are advised to monitor these sectors closely as they may offer significant upside potential in the coming months.