KRX after-market first day draws 1.8 trillion won… 'volatility 4 times higher than regular session' | International oil price tops $105 on Saudi pipeline closure | Ryu Jong-eun, 3PRO TV reporter

Summary

The segment reviews the first day of KRX after-market trading, which drew 1.8 trillion won but saw extreme volatility and 1,637 VI halts. It also covers oil's surge above $105 on the Saudi pipeline closure, the AI slowdown debate around Trump, Anthropic, and OpenAI, and global EV market shifts with Chinese competition. Investment-relevant takeaways include a bullish oil setup, continued US-China AI competition, and monitoring points for Hyundai/Kia, Korean batteries, and ESS.

• KRX after-market debut drew 1.8 trillion won but had 1,637 VI halts and thin order books.
• Brent topped $105 and WTI topped $100 after the Saudi pipeline closure; diesel demand was also watched.
• Trump attacked AI slowdown arguments as the US-China AI race continues.
• Anthropic may pursue an IPO in October-November, while OpenAI may list next year.
• Global EV sales are shifting to Europe and Korea while China and US markets decline.
• Chinese EV expansion is seen as a major risk for global automakers.
• Hyundai/Kia EV strategy depends on EREV launches and a US EV market recovery.
• Korean battery makers may recover next year, and ESS demand is a monitoring area.