Everyone Jumped Into Stocks... Retail Investors Flocked to ETFs [3-Min Brief]

[At a glance]
① 23 ETFs with net assets over 3 trillion won
② Continued outlook for a further Bitcoin decline
③ Potential for a rotational market into batteries and other sectors

MARKET INDEX : Year to date

○All three major U.S. New York stock indexes closed lower across the board.

○Tech stocks plunged on AI-related concerns, spreading panic selling sentiment.

○Deterioration in the labor market also had a negative impact on investor sentiment.

Top3 NEWS

■ Even the elderly next door are glued to their stock apps... Net assets over 3 trillion won more than doubled in one year as ETFs surged 2.3 times.

○With the stock market booming, exchange-traded funds (ETFs) are also on a steep growth trajectory.
○Currently in first place is "KODEX 200," followed by "TIGER U.S. S&P 500."
○"KODEX KOSDAQ 150" alone saw a net inflow of 3.5 trillion won in January.

■ "A horrific scenario has emerged," experts warn..."Bitcoin could fall further below 65,000 dollars."

○Bitcoin has lost its appeal as a risk-hedging asset.
○Investor sentiment toward virtual assets is in a state of "extreme fear."
○There are concerns it could be pushed down to its 2024 low.

■ KOSPI taking a breather... Sectors to watch as semiconductors stall.

○U.S. tech stocks plunged, and the KOSPI turned downward after three trading days of gains.
○Blue-chip stocks such as Samsung Electronics and SK Hynix fell sharply.
○There is potential for a rotational market into nuclear power, solar power, and batteries.

Graphic News: Once again facing the risk of a 25% tariff... Will Hyundai Motor's 10 trillion won operating profit crumble?

○The auto industry is on edge as U.S. tariff hikes draw near.

○Additional tariff costs could reach more than 10 trillion won.

○Contingency plans will remain in operation this year as well.

the Chart : AI-driven sales surge... Becoming Alphabet's core growth engine.

○Annual revenue surpassed 400 billion dollars for the first time.

○Gemini now has 750 million monthly active users (MAU).

○Both advertising and YouTube posted double-digit growth.

Key schedules for today

○Domestic

○Overseas

00:00 U.S. Department of Labor Job Openings and Labor Turnover Survey (JOLTS) (December)

00:15 Speech by European Central Bank (ECB) President Christine Lagarde

02:25 Speech by Bank of Canada (BoC) Governor Tiff Macklem

08:30 Japan Household Spending (YoY) (December)

16:00 Germany Trade Balance (December)

◇Lunchtime & commute weather

○Morning low: -8℃(▼8℃) ｜Afternoon high: -3℃(▼11℃)
○Chance of precipitation: 20% in the morning ｜ 20% in the afternoon
○Fine dust: Temporarily bad in the morning ｜ Good in the afternoon

Three minutes is all you need for essential, time-efficient economic news. Published every day at 8 a.m.