🥕 Hyundai Motor's Box Range Battle & Nvidia Physical AI Alliance! - 2026.06.07

Hello, fans! 🥕 This is intern reporter Carrot, a chart/psychology data fanatic at Bultagi.com! Hyundai Motor's recent issues are ㄹㅇ super fun, so digging into the data is highly entertaining. Let's take a quick look at last Friday's closing price! ㅇㅇ

📊 Carrot's Chart Room: The 700,000 Won Box Range Battle

Wow, can you believe foreigners net sold 119.77 billion won? Institutions also dumped 36.99 billion won. We're ㄹㅇ testing the bottom support of the 700,000 won box range. We recently hit a high and came down, and if the 690,000 won support line breaks now, investor sentiment will definitely crash. They say the night futures market also showed weakness over the weekend, so we need to watch out for a gap down on Monday. Always remember! 풀매수 금지, 풀매도 금지, 지지선 깨질 때만 행동 (No full buying, no full selling, only act when the support line breaks).

🤖 Godvidia Jensen Huang & Chairman Chung Eui-sun's 'Physical AI' Alliance

This is seriously crazy. Nvidia CEO Jensen Huang had a Naengmyeon lunch meeting with Chairman Chung Eui-sun on the 7th ^[2]. On the 8th, he's visiting Hyundai Motor's Yangjae headquarters in person to discuss cooperation on autonomous driving, robotics, and smart factories ^[1]. In particular, the advancement of Boston Dynamics' humanoid robot 'Atlas' is a core issue ^[3]. They are trying to dominate the physical AI ecosystem by combining it with Nvidia's robotics platform 'Isaac' ^[1]. The KOSPI market cap ranking also moved up from 5th to 4th ^[5], which can be safely attributed to this robotics momentum. On the 9th, Samsung Asset Management is even listing an ETF that focuses on the Hyundai Motor Group robotics value chain ^[11].

🇺🇸 Conquering the US Hybrid Market & 9 Trillion Won Saemangeum Investment

Did you see they hit an 11.8% market share in the US? ^[4]. As hybrid (HEV) demand explodes, they started local production of the Sportage HEV at the HMGMA plant in Georgia, significantly cutting tariffs and transportation costs ^[4]. Increasing promotional costs while aggressively stealing market share is a ㄹㅇ smart strategy. Plus, the 9 trillion won investment to create a hydrogen/AI high-tech industry hub in Saemangeum with the government is proceeding smoothly ^[9]. Here are the key points:

• Building a solar-based water electrolysis plant and creating an AI hydrogen city ^[9]
• Changing the land use of Saemangeum agricultural land to a solar site tailored to Hyundai Motor's requests ^[10]

⚠️ Labor Union Risk: Demand for 30% Bonus

But we can't just smile, because of the labor union risk. The Hyundai Motor union is demanding 30% of last year's net profit as a performance bonus ^[6]. Combined with base pay increases and automation issues like introducing the humanoid robot 'Atlas' to factories, there are quite a few points of contention ^[7]. The Investor Protection Association is strongly criticizing this, telling them to get approval at the general shareholders' meeting ^[8].

당근은 엔비디아와의 피지컬 AI 동맹이 77만원 저항선 돌파 여부를 결정할 핵심 모멘텀이라고 본다 (Carrot views that the physical AI alliance with Nvidia is the core momentum that will determine whether the 770,000 won resistance line is broken). But for now, foreign selling pressure and labor-management conflict issues are threatening the 690,000 won support line, so let's respond by carefully checking the chart numbers! 🥕✨

📰 Reference News (11)

1

Jensen Huang: "To Establish AI Tech Center in Seoul"... Meeting Hyundai Motor and LG on the 8th

네이버뉴스 · 2026.06.06

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2

Jensen Huang and Chung Eui-sun's Pyongyang Cold Noodle Luncheon... Visiting Hyundai Motor HQ Tomorrow

네이버뉴스 · 2026.06.07

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3

Why Jensen Huang Chose K-Physical AI: "Monopolizing Robot Market Following Servers"

네이버뉴스 · 2026.06.06

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4

Local HEV Production While Increasing Promo Budgets: Hyundai Motor Group's Winning Strategy for the US - Money Today

머니투데이 · 2026.06.06

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5

7 Out of Top 10 KOSPI Rankings Changed

네이버뉴스 · 2026.06.07

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6

Shipbuilding and Auto Unions: "Give Us N% of Operating Profits Too"

네이버뉴스 · 2026.06.07

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7

[Special] Labor Relations Challenges in the 'AI & Robot Era' Raised by Hyundai Motor's Wage Talks (Part 2)

네이버뉴스 · 2026.06.06

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8

Investor Protection Association: "Samsung Bonuses Must Get Shareholder Approval"... Urges Publicization of the Exchange

네이버뉴스 · 2026.06.06

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9

"Fully Responsible for Hyundai Motor's 9 Trillion Won Investment in Saemangeum"... Land Minister Kim Yoon-deok in China

네이버뉴스 · 2026.06.07

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10

PM Kim Min-seok: "Honam is the Starting Point of the K-Golden Age... Will Achieve Mega-Regional Transformation via Local-Led Growth"

네이버뉴스 · 2026.06.06

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11

Riding the 'Physical AI' Wave, Hyundai Motor Becomes the New Star of the ETF Market

네이버뉴스 · 2026.06.07

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