[Edaily Reporter Kim Kyung-eun] Ahead of NVIDIA CEO Jensen Huang’s visit to South Korea, domestic artificial intelligence (AI) stocks—which had surged on expectations of a partnership with NVIDIA—turned bearish across the board in early trading on the 4th. Analysts suggest that stock prices, which had become overheated, are now taking a breather as profit-taking selling emerges following the short-term rally.

According to MP Doctor, as of this morning, #LG Electronics was trading at 334,500 won, down 58,000 won (14.78%) from the previous trading day. #LG CNS (-11.72%), #LG Innotek (6.23%), and #NAVER (-8.38%) also saw sharp declines.
These stocks had recently experienced a steep upward trend as expectations for collaboration with NVIDIA gained traction. NAVER emerged as a strategic partner in the fields of Sovereign AI and Physical AI after its collaboration with NVIDIA was announced during the keynote speech at "GTC Taipei 2026," held in Taiwan on the 1st. For LG Electronics, news of the development of a physical AI model based on NVIDIA’s ‘Isaac GR00T’ served as a positive catalyst. CEO Hwang’s remark ahead of his visit to South Korea—that “NVIDIA also hopes to contribute to the development of robotics in Korea”—also boosted investor sentiment.
The day’s decline is interpreted less as a fading of positive news and more as a result of increased price pressure following a short-term surge. With CEO Hwang’s visit to South Korea still pending, expectations for additional collaboration announcements remain high.
CEO Huang is scheduled to arrive in Korea this evening after completing his local engagements, including NVIDIA’s annual AI conference, “GTC Taipei,” held in Taiwan.
The most anticipated event is a dinner meeting on the evening of the 5th at a pork belly restaurant in Seongsu-dong, Seoul. It is reported that SK Group Chairman Chey Tae-won, Hyundai Motor Group Chairman Chung Eui-sun, LG Group Chairman Koo Kwang-mo, and Naver Chairman Lee Hae-jin are expected to attend.
On the 8th, which is expected to be the final day of his visit to South Korea, meetings with industry representatives are scheduled. It is reported that his itinerary includes a visit to Naver’s second headquarters, “1784,” located in Seongnam, Gyeonggi Province. Naver 1784 is a space that brings together Naver’s future technologies, including robotics, cloud computing, and digital twins.