Stock Response Strategy Report — 2026-10-02

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1. Market Trends by Key Stock and Stock Price Volatility Factors

• ORCL (Oracle): Oracle announced the new "Oracle Fusion Claw" AI application and a compliance tool for financial institutions on September 28 (local US time), which drove its stock up 4.2% in afternoon trading. Domestic securities firms such as KB Securities are also forecasting a strategic revaluation based on AI infrastructure investments and rising DRAM prices.

• IONQ (IonQ): Bullish evaluations from major Wall Street institutions are continuing. While BofA newly issued a Buy rating, two Wall Street brokerages projected that the stock price could more than double within the next 12 months. At the same time, however, a 30% decline over the past 12 months and widening annual losses are occurring simultaneously.

• ALAB (Astera Labs): Despite weakness in tech stocks, Invezz reports that the stock is being evaluated for a potential 40% gain and a break to all-time highs. Bullish forecasts driven by current AI infrastructure demand are being presented.

• Samsung Electronics: On September 30 (local Korean time), the ex-dividend date, the stock rose 0.93%, breaking a six-quarter streak of sluggish dividend trends. NH Investment & Securities maintains its "Buy" rating and a target price of 530,000 KRW, while KB Securities projects a strategic revaluation of the memory business based on AI infrastructure investments (Helix in the US) and rising DRAM prices.

• DL E&C: While there have been no special positive news items or disclosures thus far, recent disclosures regarding affiliate transactions (aimed at enhancing transparency) are drawing attention, and the stock is showing a slight upward trend (up 0.37%).

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2. Expert Analysis and Investment Opinions (Target Price / Buy Price / Stop-Loss)

• ORCL: According to TradingKey analysis, the average analyst target price is $246.48, with a prevailing Buy opinion. Following a 6.11% increase as of September 29, remaining performance obligations (RPO) are expanding significantly in line with strong cloud infrastructure demand.

• IONQ: According to 24/7 Wall Street analysis, two Wall Street institutions have set 12-month target prices over 100% higher than current levels, though risk factors such as a 30% drop over the past 12 months, widening annual losses, and dilution of existing shareholders exist simultaneously.

• Samsung Electronics: NH Investment & Securities maintains a target price of 530,000 KRW with a Buy rating. Ahead of the Q3 earnings season, KB Securities is focusing on AI infrastructure investment synergies and a rebound in DRAM prices.

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3. Shareholder Response Strategy and Comprehensive Report

• Focus on AI Infrastructure-Related Stocks: Three stocks—ORCL (launch of Oracle Fusion Claw), ALAB (strengthened AI infrastructure demand), and IONQ (Wall Street bullish evaluations)—are all showing strength under the AI infrastructure investment theme. Because short-term volatility is high, it is necessary to keep an eye on changes in tech stock indices and AI-related economic indicators.

• Check Domestic Semiconductor Dividend and Earnings Schedules: Ahead of its Q3 earnings disclosure, Samsung Electronics has surpassed its treasury stock repurchase volume. The scale of future dividends and whether memory earnings improve will be core factors determining stock momentum. Please check disclosure schedules during October and adjust your positions.

• Monitor Construction Stock (DL E&C) Progress: Special positives remain limited so far, but disclosures related to transaction transparency among affiliates continue to improve. It is advisable to watch for future large-scale project orders and margin improvement disclosures while remaining on the sidelines until broad market volatility eases.

Disclaimer: This report is based solely on public information available as of October 2, 2026. Investment decisions should be made by considering individual investors' risk profiles and investment horizons together.