韩国KOSPI指数9月29日（周二）开盘下跌53.91点，跌幅0.78%，报6835.83点。

JP Morgan analysts said on Monday that a recent pullback in global AI trading has improved investor positioning and valuations, making reallocation into the theme more likely—especially into semiconductor stocks. Led by Mislav Matejka, the team said technology may not replicate past gains but fundamentals remain constructive and the AI value chain still offers extensive investment opportunities. JP Morgan added that sustained strong earnings and increasing evidence of AI commercialization should support renewed investor interest in the sector.

The U.S. Transportation Department finalized a major rollback of federal fuel-economy rules, setting a passenger car and light-truck fleet average of 34.9 mpg for the 2031 model year — well below the Biden administration's roughly 50 mpg target. The rule withdraws a policy that had compelled automakers to raise efficiency and expand battery-electric vehicle sales, weakening federal support for EV adoption; Transportation Secretary Duffy said the change is intended to lower new-car prices, and President Trump criticized the prior rules as an unaffordable EV mandate.