사진 확대 An audience member who attended the “AI Investment Forum” held at the Maekyung Media Center on the 28th to commemorate the 47th anniversary of the foundation of Maekyung Economy is listening to the expert presentation. Yoon Kwan-sik, reporter for Maekyung Economy
Maekyung Economy held an “AI Investment Forum” at Maekyung Media Center on the 28th to commemorate the 47th anniversary of its foundation. The forum, designed to examine the shockwaves of the global macroeconomy during the artificial intelligence (AI) revolution and seek directions for investment, was attended by financial and investment experts for heated lectures and discussions.
First, AI CEO Lee Yong-deok gave a keynote speech under the theme of “Jensen Hwang’s Future Vision and Secrets of Success.” CEO Lee predicted, “The demand for GPUs for AI computation processing will grow more than four times by 2032, and AI investment will continue to increase over the next 5 to 10 years for more data learning and reasoning.”
Oh Gun-young, head of Shinhan Bank’s Premier Pathfinder, predicted a high possibility of the Bank of Korea raising interest rates. He explained that the Bank of Korea determines interest rates based on four variables: growth rate, inflation, household debt and exchange rate. Analysts say that real estate instability, high exchange rates, and inflationary pressure are all pointing to interest rate hikes at the same time, and all four are unusual in support of the increase as semiconductor exports rise.
As Bank of Korea Governor Shin Hyun-song mentioned, the background of the preemptive interest rate hike is the determination to deal with the exchange rate hike, Oh said. “Further increases will be made several times this year and next year.”
Lim Sun-young, CEO of Maniquant, a Chinese economic expert, stressed the need to face the competitiveness of Chinese AI companies, referring to the hit of the domestic stock market following the success of the listing of Changsin Memory. In addition, China has completed its own financial ecosystem beyond the four global economic environments (dollar, international financial settlement network (SWIFT), Nasdaq, and financial sanctions) designed mainly by the U.S., and vividly reported the current state of China’s AI rollout.
Park Seik, CEO of Chesley Investment Advisory, diagnosed that the Korean stock market has entered a phase of structural growth on the back of the AI infrastructure cycle. However, he pointed out that the second half of the year is the time for risk management in preparation for increased volatility. He advised, “It is time to consider reorganizing the portfolio into the next leading stocks such as shipbuilding and disaster prevention, along with the strategy of buying when leading stocks are adjusted by 20-50%.”
[Roh Seungwook, reporter of Maekyung Economy]