Kim Jung-kwan says if the U.S. investment special law passes in March, a U.S. tariff hike postponement is likely; Hyundai Motor to supply 50,000 autonomous vehicles to Waymo | Kwon Soon-woo, 3PRO TV Reporting Team Lead

Summary

Jung Young-jin and Kwon Soon-woo review a rebound in U.S. equities and several Korean market news items. Kwon sees the March U.S. investment special law as a potential relief valve for U.S. tariff risk on Korean equities. He is constructive on Korean shipbuilders' order-driven earnings and on Hyundai Motor's Waymo and robotics positioning, while warning about legacy global automakers' EV competitiveness. The episode also covers inheritance-tax controversy, Coupang-related trade friction, and product advertisements.

• U.S. equities rose, led by software and rebounds in Microsoft, Nvidia, and Oracle, with high odds of a Fed rate hold in March.
• Korea's industry minister said the U.S. investment special law could pass in March and may lead to a U.S. tariff-hike postponement, easing a key Korean market risk.
• Korean shipbuilders reported a sharp earnings turnaround; Kwon expects profit growth to continue on better orders, LNG demand, and raised order targets.
• Special-vessel shipbuilding has a near-term catalyst in the Canadian submarine project decision and possible follow-on Middle East opportunities.
• Hyundai Motor is highlighted for Waymo Ioniq 5 supply and Boston Dynamics robot manufacturing, but Kwon remains cautious on broader auto fundamentals.
• Kwon warns legacy global automakers such as Stellantis, Ford, and GM are losing EV competitiveness while Chinese EV makers expand.
• Other topics include the Daehan Chamber inheritance-tax controversy, Coupang data-leak trade friction, and Chinese shipbuilder Hengli's rise.