[지주사 리레이팅] 시장은 왜 ㈜LG를 다시 담기 시작했나

LG is being revalued as a platform holding company focused on AI, robotics, datacenter infrastructure, and EVs rather than a traditional equity-holding conglomerate. Nvidia CEO Jensen Huang's anticipated visit and potential collaboration on robotics and datacenter solutions have sparked investor interest, while LG's own AI model EXAONE achieving top government ranking and LG Electronics' growing datacenter cooling business signal meaningful competitive advantages. Foreign investors are actively accumulating LG shares, reflecting confidence that the group's integrated portfolio of hardware, AI capabilities, and infrastructure services will command a premium valuation.