NAVER is drawing attention for its mid- to long-term growth potential as an AI platform company, even amid the recent global tech stock correction. Despite growing uncertainty in the global stock market, assessments indicate that the market maintains its expectations for Naver's long-term AI competitiveness.

The AI industry is rapidly expanding into various sectors such as shopping, content, and cloud, going beyond search and advertising. Based on the nation's largest platform ecosystem, Naver is applying AI technology across its services to strengthen its competitiveness. In particular, the advancement of search services using generative AI technology and the expansion of its enterprise AI business are cited as key factors that could improve future profitability.

Naver simultaneously operates advertising, commerce, fintech, and content businesses, giving it a relatively low dependence on any specific industry. Accordingly, there is talk of the possibility of a corporate value re-evaluation if the growth of the AI industry and the stability of its platform business are simultaneously highlighted.

Recently, investors are also highly interested in response strategies during the correction phase. The market atmosphere is placing more weight on the mid- to long-term growth story rather than short-term corrections. Experts advise that in the event of extreme volatility, it is important to check supply and demand stability and trading volume changes rather than chasing the market with buy orders.

Meanwhile, 'Physical AI' is gaining attention as a future growth driver for the robotics industry. This technology, emphasized by NVIDIA CEO Jensen Huang, refers to artificial intelligence applied to physical machines and robots, enabling them to make autonomous judgments and act in the real world. The industry believes that such technological advancements could shift the paradigm of the collaborative robot market, and there is also discussion about the potential to create new demand centered on the manufacturing, logistics, and service sectors.

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