US Arrests and Extradites Maduro; Will International Oil Prices Be Affected? President Lee and Business Leaders Visit China | 3PRO TV Team Lead Kwon Soon-woo

Summary

Kwon Soon-woo, Team Lead at 3PRO TV, reviews the first trading day of the year, arguing that memory semiconductors are the clearest AI infrastructure winners while Nasdaq lacks their weight. He also covers the Maduro arrest and concludes Venezuela is unlikely to disrupt oil prices, discusses President Lee's China visit and its potential benefits for Korean entertainment and cosmetics, and relays Kenneth Rogoff's views on the Korean won and dollar-hegemony risks.

• U.S. stocks were mixed, with Micron jumping while Microsoft and Palantir fell.
• Memory semiconductors were framed as direct AI infrastructure beneficiaries.
• The Maduro arrest was seen as having limited near-term impact on global oil prices.
• Potential US-led restoration of Venezuelan oil infrastructure could add crude supply.
• President Lee's China visit raised expectations for easing Korean Wave restrictions.
• Korean entertainment and cosmetics were cited as potential China-thaw beneficiaries.
• The American Economic Association meeting highlighted Kenneth Rogoff's views on the Korean won and dollar-hegemony risks.
• The program also included an advertising segment for food and a Samsung laptop.