Weekly Market Leading Sectors & Top 10 Promising Stocks — 2026-10-29

Weekly Key Leading Sectors

• Memory Semiconductors & AI Infrastructure: While the U.S. Federal Reserve held interest rates steady—though two members favored a hike, keeping inflation concerns alive—the memory semiconductor sector surged. Micron jumped over 5%, and SanDisk climbed more than 7%. Boosted by rising demand for AI-related cloud and power infrastructure, Flex saw its Q2 revenue jump 25% and raised its guidance for fiscal year 2027.

• Semiconductors & Big Tech (U.S.): The Nasdaq rose 1.18% on expectations surrounding Anthropic's IPO and news that its Q3 revenue reached $16.8 billion, up 46% from the previous quarter. This acted as proof that demand for AI servers and cloud computing is translating into actual revenue, driving a tech stock rebound.

• Domestic Semiconductors (Samsung Electronics / SK Hynix): Major earnings reports from companies like Samsung Electronics and SK Hynix are on the way, but securities analysts point out that the sustainability of profits matters more than the sheer size of the numbers. Persistent skepticism regarding AI profitability means we're likely to see stock-specific differentiation rather than a broad market rally.

Top 10 Promising Stocks for Next Week

Here are the key domestic and international stocks to watch next week. (Items without specified data have been omitted.)

1. Samsung Electronics: Announced Q3 2026 consolidated results with revenue of 195.3 trillion KRW and operating profit of 107.4 trillion KRW.
2. SK Hynix: As a major semiconductor player, an earnings release is scheduled, and the completion of share buybacks is expected to impact supply and demand dynamics.
3. Micron: Rose over 5% amid strength in the memory semiconductor sector.
4. SanDisk: Surged over 7% alongside the memory semiconductor rally.
5. Flex: Q2 revenue increased 25% due to growing AI infrastructure demand, leading to an upward revision of its fiscal 2027 outlook.
6. LG Innotek: Highlighted as a recommended stock in major brokerage reports on October 28.
7. Celltrion: Highlighted as a recommended stock in major brokerage reports on October 28.
8. HD Hyundai Electric: Highlighted as a recommended stock in major brokerage reports on October 28.
9. Hanwha Ocean: Highlighted as a recommended stock in major brokerage reports on October 28.
10. ST Pharm: Highlighted as a recommended stock in major brokerage reports on October 28.

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Market Macro Environment & Strategy Analysis

This week's market showcased a mix of the Fed's rate freeze decision and geopolitical risks. The U.S. Federal Reserve kept interest rates unchanged, but with two members supporting a hike, it reaffirmed that inflation remains a core policy topic.

In the domestic stock market, capital inflows slowed down as the average daily trading value for the fourth week of October shrank to around 38.7 trillion KRW. This is a dramatic drop from 106.2 trillion KRW in May, reflecting a strong wait-and-see attitude among market participants.

For next week's trading strategy, despite expectations of "record-breaking earnings," skepticism over AI profitability and supply-demand vacuums from ending share buybacks could weigh on the market. Therefore, a selective approach is required to verify profit sustainability in individual semiconductor and AI infrastructure stocks rather than betting on an overall market rally. Additionally, upward pressure on oil prices driven by geopolitical risks, such as casualties among the Saudi coalition forces, could inject volatility into the energy sector.