00:02you're listening to ai prism from seoul economic daily if you're holding samsung sk hynix or a u.s
00:1030-year treasury etf today's numbers hit you directly cosby just jumped back above 7 000
00:15and u.s long bond etfs are still bleeding it's tuesday september 22nd let's look at what this
00:22means for retail investors in korea cosby had bounced between roughly 6 000 and 7 000 for weeks
00:28weighed down by how much of the index sat in just two stocks that concentration has now eased letting
00:35other sectors join the rally at the same time korean investors in u.s long-term treasury etfs
00:41are sitting on losses that have dragged on for over a year here's what the numbers show cosby closed at
00:477 7.72 monday up 1.65 with samsung electronics up 4.98 and sk hynix up 0.59 samsung
01:00and sk hynix's
01:01combined share of cosby's market cap fell from a 57.11 peak in june to 51.28 now down from
01:10a low of 45.86
01:12percent in august korea's memory chip exports for september 1st to 20th rose 350.7 percent year on
01:21year to 21.5 billion dollars 14 domestic etfs tracking 30-year u.s treasuries are averaging a
01:29minus 5.9 percent return this year with one hedged fund down 4.73 percent and an unhedged version down
01:377.98 percent the u.s 30-year yield climbed from 4.616 in february last year to above 5
01:46.3 percent this
01:47month goldman sachs set a 490 000 one target price on samsung electronics citing tighter supply into
01:54next year so what does this mean for retail investors earlier we said cosby jumped back above
02:017 000. here's what that actually means for you the rebound is broadening beyond the two chip giants
02:08which analysts read as healthier market breadth rather than a bubble reinflating if you hold
02:14long duration u.s treasury etfs though this rate environment isn't reversing quickly and unhedged
02:21versions have taken the deepest losses what to watch whether cosby can hold above 7 000 through the week
02:29samsung's third quarter earnings and any shareholder return announcement and whether
02:34u.s 30-year yields ease if oil prices retreat that's today's ai prism retail investors this episode
02:43was produced with ai assistance based on sole economic daily reporting and reviewed by a human
02:49editor ai prism is a wanifra award-winning series we'll be back tomorrow you've been listening to ai prism
02:56from seoul economic daily
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