"AI Hegemony War in Full Swing"… Market Impact Diagnosis of Gemini 3.0 and the Genesis Mission [Park Moon-hwan Spotlight]

Gemini 3.0, Supreme in Multimodal... AI Infrastructure Competition Enters a New Phase

U.S. Mobilizes Power, Data, and Supercomputers to Secure AGI Lead... RWA and Stablecoins Also Key

Park Moon-hwan, director at Hana Securities (Wownet partner), analyzed Google's recent announcement of 'Gemini 3.0' and U.S. President Trump's signing of the 'Genesis Mission,' saying, "The AI market has entered a stage of national strategic competition beyond technological competition," and that "this trend signals a structural rise in AI, digital assets, and small- and mid-cap growth stocks."

Director Park said, "Gemini 3.0 has outperformed ChatGPT in multimodal performance and its scalability, which immediately integrates with the Google ecosystem, is a strength," adding, "TPUs threaten GPUs in transmission bandwidth and power efficiency, and the AI infrastructure competition has begun in earnest." However, he predicted, "Nvidia's CUDA·Omniverse ecosystem will not be easily replaced," and "the two companies will continue in a competitive coexistence."

Regarding President Trump's 'Genesis Mission,' he diagnosed that it is "a declaration to mobilize national capabilities to outpace China in the AGI race" and "a mega project that includes AI supercomputers, a federal data platform, and energy infrastructure." He explained, "An expansion of AI investment could lead to interest rate pressure, so increasing government bond demand through stablecoins and RWA will be a key policy axis."

Regarding the domestic market, Director Park said, "The National Growth Fund launching in December will create a favorable environment for small- and mid-cap stocks and the KOSDAQ," adding, "Policy-driven flows are more likely to concentrate on small- and mid-cap growth stocks than on large-cap stocks."

In the pharmaceuticals and biotech sectors, he advised, "Rather than new drug development, platform companies that improve the efficiency and convenience of existing drugs—such as BBB shuttles, SC formulations, and ADCs—have driven long-term performance," and "AI-based drug discovery platforms are also promising."

Director Park emphasized, "We are at the outset where AI infrastructure, digital asset infrastructure, and domestic growth policies are converging," and "it is time to select structurally benefiting sectors such as Nvidia, Google, stablecoin-related stocks, and KOSDAQ growth stocks."

Park Kwon-min reice@wowtv.co.kr