글로벌 주식시장 동향 — 2026-08-26

한눈에 보는 글로벌 지수

정확한 미국 지수 종가는 뉴욕 마감 시간에 따라 확인됨

🇰🇷 한국 증시

KOSPI / KOSDAQ 종합 On the 26th, the KOSPI rebounded by about 2% to reclaim the 6,800 mark, fueled by institutional buying. The market, which had dropped over 3% the previous day due to net selling by foreign and retail investors, bounced back thanks to institutional accumulation. Large-cap stocks like Samsung Electronics and SK Hynix led the gains, while the KOSDAQ showed a mild tech-led recovery, rising over 0.1%.

수급 동향

• 기관: 약 710억 원 순매수 (주도적 매수)
• 외국인: 순매도 (규모는 전일 대비 둔화)
• 개인: 약세 지속

오늘의 주도 업종 & 종목 (최소 3개)

• Samsung Electronics: 상승 — 기관 매수와 공매도 규제 영향
• SK Hynix: 상승 — 대형주 매수세에 동반 상승
• 반도체 섹터: 전반적 반등 — 전일 과도한 낙폭 조정

🇺🇸 미국 증시

3대 지수 마감 (또는 최근 세션) On the 25th, the S&P 500 closed slightly higher, while the Nasdaq was weak due to tech sector softness. The Dow Jones continued its upward trend. The market remains uneasy about tech stocks ahead of Nvidia's earnings release on the 26th. Rising Treasury yields and July PCE inflation data coming in higher than expected are putting pressure on the market.

오늘의 주요 움직임 (최소 3개)

• Nvidia (NVDA): 주목 중 — 26일 실적 발표 예정, 시장의 가장 큰 관심사
• CrowdStrike (CRWD): 주목 중 — 26일 실적 발표 예정
• Salesforce (CRM): 주목 중 — 26일 실적 발표 예정

섹터 동향 Semiconductors and tech stocks are showing weakness, whereas value and financial stocks are relatively strong. Continued inflation concerns and rising capital costs are negatively impacting growth stocks.

🌏 아시아·유럽 증시

아시아 (일본·중국·홍콩) Asian markets are exhibiting mixed trends. The Nikkei 225, Hang Seng Index, and Shanghai Composite are showing weakness amid tech sector softness and foreign capital outflows. South Korea's KOSPI rebound stands out as relative strength within Asia.

유럽 (영국·독일·프랑스) European markets are currently losing direction. Major indices like the DAX, FTSE 100, and CAC 40 are reacting to U.S. rate outlooks and inflation data, maintaining a wait-and-see mode ahead of Nvidia's earnings.

📊 오늘의 시장 동인

• 엔비디아 실적 발표: Nvidia's Q3 earnings, to be released on the afternoon of the 26th, are the market's top focus. They are evaluated as a crucial event that could determine the direction of AI-related and overall tech stocks.

• PCE 인플레이션 데이터: The July PCE index released on the 25th exceeded annual forecasts, sparking possibilities of a Federal Reserve rate hike. This led to higher capital costs, triggering weakness in growth stocks.

• 잭슨홀 심포지엄: With the Fed Chair's speech scheduled for later this week, the market is closely watching for hints on future monetary policy direction.

• 기술주 리스크 해소: South Korea's KOSPI and parts of the U.S. market are rebounding as they receive bargain-hunting inflows following the previous day's excessive drop.

🔭 다음 관전 포인트

이번 주 주요 이벤트

• Nvidia, CrowdStrike, and Salesforce earnings releases (26th)
• Federal Reserve Chair speech at the Jackson Hole symposium (later this week)
• Additional confirmation of final U.S. GDP and PCE inflation data

투자자 체크리스트

• Check how Nvidia's earnings guidance assesses the sustainability of AI demand
• Monitor the impact of PCE data on future interest rate policies
• Observe foreign capital outflow trends (the core of South Korean market volatility)

💬 한 줄 인사이트

Caught between inflation worries and Nvidia's earnings as dual variables, the market is trying to find its direction, with institutional and foreign supply-demand dynamics heavily dictating volatility.