A scary market open turned into a surprising rebound! Lee Kwon-hee breaks down Korean stocks, semiconductor jitters, battery-sector buzz, AI spending, and the big signals to watch next. Get the straight talk on what could move markets—and why it may be too soon to relax.
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0:06 - Market Rebound and Investor Flows
5:26 - U.S. Markets and AI Infrastructure
8:07 - Battery, Industrial, and Aerospace Stocks
13:47 - Biotech and Solar Stocks
16:08 - ESS Withdrawals and U.S.-China Tensions
18:23 - Earnings, Interest Rates, and Market Risks
22:10 - Market Checkpoints and Investment Strategy
