[CBC News] Recently, NAVER's stock price has shown significant volatility, drawing keen attention from investors. While expectations for the expansion of its artificial intelligence (AI) business remain valid in the market, analyses suggest that short-term supply and demand instability and shrinking investor sentiment are affecting the stock's trajectory.

Strengthening Competitiveness Centered on AI Infrastructure and Cloud Amid movements to expand the global AI infrastructure market, NAVER has recently been strengthening the competitiveness of its related businesses. In particular, expectations for business expansion centered on AI data centers and the cloud sector continue to be raised, and positive evaluations regarding long-term growth engines are ongoing.

Expansion of Short-Term Supply-Demand Instability and Wait-and-See Attitude However, the market atmosphere is focusing more on whether uncertainties will be resolved rather than immediate growth. As the reorganization of core businesses and investment schedules are taking longer than expected, investors' wait-and-see attitude has expanded. In addition, there are assessments that selling volumes led by foreigners and institutions are acting as a burden on the stock price.

Support Around the '200,000 KRW' Level is the Core Inflection Point Technically, the range around 200,000 KRW is cited as an important inflection point. This level is evaluated as the price range where trading has recently been concentrated, and investors are closely watching whether this level will be supported.

The securities industry believes that while the expansion of the AI business could positively enhance corporate value in the mid-to-long term, improvements in market supply and demand and investor sentiment must precede it in the short term. Going forward, the performance of the AI business and the materialization of new growth strategies are cited as key variables that will determine the stock's direction.

[This may vary depending on rehabilitation procedures, M&A, and court approval results, so it is necessary to thoroughly check related disclosures. This was written with the assistance of AI.]