현대차 자율주행 수장, 엔비디아 자율주행 개발 총괄, 원/달러 환율 1,470원대 재진입 '3주 만에 최고' | 삼프로TV 권순우 취재팀장 [뉴스3]

Watch on YouTube ↗ | January 13, 2026 at 23:33 | 28:49 | 3PRO TV (삼프로TV)

Speakers

Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Summary

Kwon Soon-woo, News Team Lead at 3PRO TV, reviews three main news items: Hyundai Motor's appointment of a former NVIDIA autonomous-driving executive and its move toward NVIDIA's Alpamayo platform; the USD/KRW exchange rate returning to the 1,470 level on structural won weakness; and booming African construction-equipment sales tied to gold mining, including Allied Gold's Ethiopian project. The segment also covers Trump's credit-card rate-cap proposal and its market concerns, plus a shopping promotion at the end.

Hyundai Motor appointed a former NVIDIA autonomous-driving vice president to lead its future mobility unit, signaling a clearer AV/SDV roadmap.
NVIDIA's Alpamayo-R1 reasoning-based autonomous-driving model and open-source tools were discussed as a safety-validation advantage over Tesla's end-to-end approach.
USD/KRW re-entered the 1,470 range after nine consecutive gains, with structural overseas investment and yen weakness cited as causes.
A weaker won could reduce foreign inflows into Korean equities and pressure the KOSPI.
HD Construction Equipment, formed from a Hyundai-Doosan Infracore merger, is seeing strong African sales on gold-mining demand.
Allied Gold's Ethiopian project is expected to begin production in Q2, a catalyst watched with some skepticism.
Gold, copper, silver, and aluminum were described as undersupplied, supporting mining development demand.
The video also briefly covers US index declines tied to Trump's credit-card rate-cap proposal and ends with product advertisements.

Ideas

Kwon Soon-woo Reporting Team Lead, 3PRO TV 3:17

Hyundai gains clearer AV roadmap via NVIDIA.

Hyundai Motor appointed Park Min-woo, a former Tesla Vision and NVIDIA autonomous-driving vice president, to lead its future mobility/AV/SDV division, filling a key strategic vacancy. The move signals a clear shift toward NVIDIA's Alpamayo-R1 reasoning-based autonomous-driving platform, whose explainability, open-source VLA model, H-case dataset, and simulator lower development barriers; Mercedes' Alpamayo-equipped CLA earned a top Euro NCAP 2025 safety rating. Hyundai may not reach Tesla's full autonomy quickly, but it can aim to catch up to 99% and leverage its stronger global car sales base.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 4:25

NVIDIA's explainable AV platform gains traction.

NVIDIA's Alpamayo-R1 is presented as a reasoning-based autonomous-driving model that addresses the black-box safety-validation problem of Tesla's end-to-end approach, because it can explain why an action is taken. Alpamayo-equipped Mercedes-Benz CLA received a top Euro NCAP 2025 safety rating, and NVIDIA's open-sourced VLA model, 1,700+ hours of H-case data, and virtual test environment lower the barrier for automakers. Hyundai's hiring of NVIDIA's AV vice president and its cooperation with NVIDIA reinforce Alpamayo's ecosystem traction.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 10:44

Won weakness remains structural despite intervention.

USD/KRW re-entered the 1,470 range and rose for a ninth straight session, nearly returning to pre-intervention levels despite official intervention. The won's structural weakness is driven by Korean retail and institutional overseas investment, similar to Japan's experience, while yen weakness from Takaichi's fiscal expansion spills over through the high KRW-JPY correlation. The BOK's M2 debate does not address this structural flow, and the won is weakening even as the dollar index falls, making the move more notable.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 15:29

Weak won may curb foreign KOSPI buying.

If the won continues to weaken, foreign investors are less likely to buy Korean equities because they typically enter when they expect won strength. A weaker won could therefore reduce foreign buying and put pressure on the KOSPI.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 15:57

African mining boom lifts HD construction equipment.

HD Construction Equipment, formed from the merger of Hyundai Construction Equipment and Doosan Infracore, is seeing strong African demand. Develon brand sales rose about 470% year over year, Hyundai brand sales roughly doubled, and the brands lead in markets such as Ethiopia, Sudan, and Libya, helped by an African gold rush and broader metals shortages that drive mining equipment purchases.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 18:02

Allied Gold's Ethiopia output starts Q2.

Allied Gold owns 93% of an Ethiopian gold project, with the Ethiopian government holding 7%, and production is scheduled to begin in Q2. If output materializes, the company should earn cash flow and could buy more construction equipment, but the project still needs verification on grade and recovery, so the catalyst is speculative.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 18:44

Metals are undersupplied, supporting mining capex.

Gold, copper, silver, and aluminum are all described as being in short supply, which should encourage miners to develop more projects and support mining activity and metals demand.

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This 3PRO TV (삼프로TV) video, published January 13, 2026, features Kwon Soon-woo discussing 005380.KS, NVDA, USD/KRW, EWY, HD Construction Equipment, AAUC.TO, GLD, COPPER, SILVER, Aluminum. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Soon-woo · Tickers: 005380.KS, NVDA, USD/KRW, EWY, HD Construction Equipment, AAUC.TO, GLD, COPPER, SILVER, Aluminum