US confirms '301 trillion forced labor tariff' on 60 countries... Korea is 12.5% | Google and Tesla, which increased 'capital expenditure', cry... Semiconductors and power equipment smiled | Kwon Sun-woo, 3PRO TV Reporter [NEWS3]

Summary

Reporter Kwon Sun-woo covers the US 12.5% forced labor tariff on Korea, a sharp market divergence driven by AI capex, and a presidential real estate debate. He identifies Korean shipbuilders and power/MLCC component suppliers as key winners from US infrastructure funds and hyperscaler spending, while cautioning against big tech spenders like Tesla and Alphabet.

• US imposed a 12.5% Section 301 forced labor tariff on 60 countries including Korea, though impact is diluted by the global scope.
• A new Korea-US shipbuilding cooperation center and the Mask Fund will directly benefit Korean shipbuilders such as Samsung Heavy and Hanwha Ocean.
• Tesla fell 14% and Alphabet 7% after revealing massive AI capex plans that threaten free cash flow, punishing big tech spenders.
• LS Electric posted a record quarter with 64% operating profit growth on data center power distribution and a doubling transformer business.
• Samsung Electro-Mechanics booked 750 billion won in MLCC orders in a single month from a global tech firm, signaling surging AI-related component demand.
• A presidential real estate debate discussed tax reforms and reconstruction loan issues but produced no clear investable policy direction.
• Brent oil broke above $100 on fears of US-led military action against Iran, pushing bond yields higher and adding macro uncertainty.