Markets opened in panic mode, then the KOSPI staged a comeback. We unpack the rebound, battery-stock rally, AI jitters, hedge-fund selling, and what the macro signals could mean next. Get the full market rundown and key levels to watch.
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0:08 - Opening Rebound and Sector Rotation
2:58 - Selloff, AI Concerns, and Bargain Hunting
7:55 - Geopolitical Relief and Upcoming Catalysts
11:53 - Sector Rotation Across KOSPI and KOSDAQ
13:56 - Hedge Fund Flows and Global Deleveraging
21:05 - Extreme Semiconductor Pessimism
23:36 - Valuation, Earnings, and Rebound History
29:28 - AI Earnings Versus the Dot-Com Bubble
