외국인 매수세 복귀, 코스피 반등과 시장 분석 — 2026-08-04
코스피가 지난주 금요일(8월 1일) 외국인과 기관의 동시 매도로 5% 넘게 급락했으나, 오늘은 외국인의 매수 복귀로 6,300선을 회복했습니다. 코스닥은 개인과 외국인의 순매수에 힘입어 3거래일 연속 상승 중입니다.
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코스피가 지난주 금요일(8월 1일) 외국인과 기관의 동시 매도로 5% 넘게 급락했으나, 오늘은 외국인의 매수 복귀로 6,300선을 회복했습니다. 코스닥은 개인과 외국인의 순매수에 힘입어 3거래일 연속 상승 중입니다.
The KOSPI closed at 5,663, marking a significant drop. With semiconductors hitting a wall and both foreign and retail investors pulling out, the market is facing extreme volatility, triggering circuit breakers repeatedly.
Even with strong foreign buying, the KOSPI is struggling to stay above 7,000. Yesterday (July 21), the index rose thanks to heavy foreign investment, but profit-taking quickly wiped out those gains, leaving the market in a choppy state led by tech and electronics stocks.
The KOSPI is currently swinging between 6,800 and 7,300 amid severe volatility. Foreign investors have net sold approximately 12.4 trillion KRW ($8.96 billion) in July, dampening market sentiment, while a sharp decline in semiconductor stocks and geopolitical concerns continue to pressure the index.
The KOSPI has reclaimed the mid-7,300 level, driven by a massive influx of foreign investment. Easing U.S. inflation concerns have boosted sentiment, leading to a strong rebound in tech and semiconductor stocks, led by SK Hynix’s ADR surge.
외국인 투자자들이 이틀 연속 매수세를 보이며 KOSPI 7,200선이 지켜졌어요. 반도체주 약세와 중동발 지정학적 불안 속에서도 시장 변동성은 여전하며, 자금은 점차 절대수익 펀드로 몰리는 모습입니다.
The South Korean stock market remained weak on July 7, 2026. Despite a brief rebound following the triggering of a sidecar during the session, the KOSPI slid back into negative territory, pressured by relentless selling from foreign investors. Lingering doubts regarding the sustainability of AI semiconductor demand continue to dampen investor sentiment.
Global semiconductor stocks are reeling after Meta announced plans to cut back on AI investments. The shockwaves hit the Korean market hard, sending the KOSPI index tumbling to the 7,600 level as foreign investors offload shares. Samsung Electronics and SK Hynix both saw their stock prices dive by over 9%, erasing 569 trillion won in total market value as of July 2nd.
The South Korean stock market faced a 'Black Tuesday' on June 23, with the KOSPI plummeting 9.99% and triggering a circuit breaker. Massive sell-offs by foreign investors in major semiconductor stocks like Samsung Electronics and SK Hynix, coupled with a retreat in the global AI rally, drove the sharp decline.
The KOSPI touched an all-time high of 9,385.59 during the day but closed down 11.42 points (0.13%) at 9,052.42 due to overheating. The KOSDAQ slid 3.43% to 966.59, falling below the 1,000 mark. Market concentration in large-cap semiconductor stocks intensified, while selling pressure from institutional and foreign investors weighed heavily on the broader market.
The KOSPI index closed near an all-time high, but market polarization is deepening as 86% of stocks declined alongside a joint sell-off by foreign and institutional investors. The rally is heavily concentrated in large-cap semiconductor stocks, while the rest of the market faces significant weakness and liquidity pressure.
On Friday, June 13, the KOSPI closed at 8,123.62 (+4.63%), while the KOSDAQ rose to 996.93 (+4.76%). Foreign investors returned with a net buy of 2.1 trillion KRW for the first time in 25 trading sessions, driven by easing Middle East tensions and renewed optimism for AI and semiconductor stocks.
6월 8일 KOSPI가 8% 넘게 급락하며 서킷브레이커가 발동되었습니다. 외국인의 거센 매도세와 미국 금리 인상 우려가 겹치며 시장이 크게 흔들리고 있는데요. 반도체주 과열에 대한 조정 압력과 미국 고용 지표 쇼크가 기술주 중심의 하락을 부채질하는 모습입니다.
On Monday, June 8, 2026, the South Korean stock market plummeted as strong U.S. employment data fueled fears of Federal Reserve rate hikes and triggered a crash in semiconductor stocks. The KOSPI triggered a circuit breaker after dropping 8.8% intraday, while the KOSDAQ also saw sharp declines. Massive selling by foreign investors pushed cumulative net sales this year into the trillions of won.
The KOSPI index saw an 8% intraday drop, triggering a circuit breaker as massive foreign selling hammered the market. Semiconductors and electronics led the decline amid global tech weakness and rising geopolitical tensions, while the won continues to weaken.
The Korean market faced a massive sell-off on Friday, June 5, 2026, driven by intense foreign selling and a slump in U.S. semiconductor stocks. The KOSPI plummeted over 5%, hovering near the 8,000-point level, while the KOSDAQ fell below 1,000 for the first time in three months. Foreign investors net-sold 4.3 trillion won in KOSPI stocks, fueling the downturn.
On May 31, the Korean stock market held up thanks to buying from institutions and retail investors, even as foreign investors hit a record high of 44.7 trillion won in net selling on the KOSPI for the month. While the index reached record highs, there is a sharp divide, with 82% of stocks falling as capital clusters heavily around AI semiconductors.
The KOSPI closed at 8,476.15, marking a 3.55% gain and crossing the 8,400 threshold for the first time. However, with only 18% of stocks seeing gains, the market is heavily skewed toward a few large-cap AI stocks. While foreign investors continue their long-term net selling, individual investors are actively supporting the index.
The KOSPI struggled to hold the 8,100 line, facing a correction driven by sustained foreign selling and renewed U.S.-Iran tensions. Despite aggressive buying from retail investors, the market is seeing a worrying concentration in semiconductors.
KOSPI climbed to the upper 8,200s but reversed sharply Thursday afternoon, down over 1% as foreigners extended their 14th consecutive day of net selling amid Middle East tensions. Semiconductor profit-taking and supply-demand imbalances between institutional and retail investors are weighing on the market.
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