[Edaily Reporter Kwon Oh Seok ] As investor sentiment toward generative artificial intelligence (AI) improves, AI platform and solution companies are showing strong gains across the board during trading hours. With global Big Tech companies expanding their investments in AI infrastructure and the commercialization of domestic AI services gaining momentum, coupled with growing interest in fostering the AI industry following the meeting between President Lee Jae-myung and OpenAI CEO Sam Altman, buying momentum continues across the board—from large-cap platform stocks to small- and mid-cap AI technology stocks. According to MP Doctor on the 27th, as of 11:23 a.m., NAVER, a leading large-cap AI stock, is trading at 226,500 won, up 19,000 won (9.16%) from the previous trading day. This is interpreted as the result of positive market sentiment driven by expectations for the expansion of its AI business and recently announced shareholder return policies, such as a large-scale share buyback and cancellation. SELVAS AI Inc.(108860)is trading at 7,970 won, up 1,120 won (16.35%) from the previous trading day. Strong buying pressure early in the session has driven the stock to a gain of over 18%. MAUM.AI, INC., which provides enterprise AI platforms and AI human and Agent AI solutions, is also trading at 9,340 won, up 640 won (7.36%) from the previous trading day. The stock has been on a steady upward trend since the market opened. NAVER is applying AI to its key services—including search, commerce, and cloud—based on its hyper-scale AI model, “HyperClova X.” SELVAS AI Inc. supplies AI voice solutions to the healthcare, finance, and public sectors based on its core technologies in speech-to-text (STT) and text-to-speech (TTS), and is expanding its business into the on-device AI and Agent AI sectors. MAUM.AI, INC. is developing its B2B business based on enterprise-customized AI platforms, AI humans, and autonomous driving and Agent AI technologies. The securities industry assesses that AI technology is moving beyond being a mere theme and is spreading into actual industrial settings and B2B and B2C services, entering a phase where it is translating into tangible results. An industry official stated, “With increased AI investments by global Big Tech companies, a trend of improved earnings, and expectations for policy support, capital continues to flow into AI-related stocks across the board,” adding, “As the momentum that began with AI infrastructure spreads to application service areas such as software, chatbots, and on-device AI, interest in related stocks is also continuing.”
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