In the domestic stock market, amid continuing expectations for the expansion of AI data centers and increasing power demand, power infrastructure and energy-related stocks are showing mixed movements. While expectations for mid- to long-term growth across related sectors remain, profit-taking selling has emerged in some recently surging stocks, leading to a clearer trend of stock-by-stock differentiation.

As of the morning session on the 24th, Hyosung Heavy Industries is trading at 3,472,000 won, down 144,000 won (3.98%) from the previous trading day. At one point during the session, it dropped to as low as 3,427,000 won, materializing short-term profit-taking pressure. This is interpreted as a reflection of the burden of correction following the recent surge. On the other hand, Samsung SDI is showing strength, trading at 483,500 won, up 14,500 won (3.09%), and L&F is also maintaining a solid trend around the 112,700 won level.

In the market, there is an analysis that the expansion of AI data center construction and increased investment in power grids could serve as mid- to long-term growth drivers for the power equipment sector. As demand for extra-high voltage transformers, power transmission and distribution equipment, and energy storage systems (ESS) increases, interest in related companies continues. However, in some stocks that have recently experienced sharp price increases, short-term profit-taking selling has emerged, leading to expanding volatility.

The securities industry believes that the trend of expanding global power infrastructure investment continues, meaning the long-term growth story for the power equipment sector remains valid. As the increase in power demand driven by the spread of the AI industry coincides with the need to replace aging power grids, expectations for improved performance of related companies are expected to persist. However, there is also advice that investors need a selective approach that comprehensively considers individual stocks' performance, order status, and valuation burdens.

[※ This article was written with the assistance of AI based on publicly available data and market information. The content included in this article is for reference only in making investment decisions and does not constitute a buy or sell recommendation for any specific stock or guarantee any returns. The stock market can fluctuate due to various factors, so investment decisions should be made at the investor's own judgment and responsibility. As there may be some misinterpretation or errors of information during the AI analysis process, please be sure to verify disclosure materials and corporate announcements before making a final investment.]