South Korea's KOSPI jumped 3% intraday to 8,733.67 points.

Founder Securities says the AI-led tech growth theme remains intact; prioritize core names on dips and watch repatriation of domestic compute capacity from overseas. Within the sector, favor rotation into segments with structural supply pressure and durable demand — e.g., AI power-constrained assets, new technology and advanced materials. Separately, HALO assets are viewed as having undergone significant adjustment; with a clear PPI uptrend and resource-supply tightening amid a higher energy-price regime, core resources (nonferrous metals and chemicals) and broad energy (coal, power, oil & petrochemicals) are in a left-side accumulation phase. The house expects limited upside momentum for US Treasury yields around 4.6% and see the June Fed meeting as a potential catalyst to temper aggressive market rate-hike bets. Tactically, monitor easing in US-China ties and tariff cut expectations for support to export chains, and watch for episodic theme-stock rallies — areas of interest include power‑compute synergy plays, commercial space, and robotics where policy and news may converge.

The State Council adopted the Regulations on Outbound Investment at its 83rd executive meeting on April 17, 2026; the rules are published and take effect July 1, 2026. The regulations state the state supports investors conducting outbound investment on market principles and participating in international competition; investors enjoy autonomy in outbound investment—independent decision-making while bearing risks and profits/losses. Outbound investment and related activities must comply with laws, international practice and local customs, observe business ethics, fulfil social responsibilities and protect China’s national image; they must not undermine market competition, harm the environment, violate workers’ rights, or endanger national security, national interests or the public interest.