Every Friday, we break down the key sectors set to drive the market and highlight the top 10 stocks you should be watching.
July's U.S. PPI slowdown dampened expectations for a September Fed rate hike, pushing Wall Street to record highs and boosting global risk appetite. In the domestic market, strong semiconductor exports and AI demand are expected to revive the semiconductor sector's leadership while driving a rotation into non-semiconductor industries.
A Shinhan Securities survey shows half of investors expect the KOSPI to reach 10,000 this year, driven by AI investment and semiconductor growth. Key focus areas this week include holding the 9,000 level and Micron's upcoming earnings report.
This week, the Korean stock market was driven by semiconductors, fueled by hopes for a US-Iran truce and a positive outlook for US tech stocks. With an Iran peace MOU looking imminent and stable economic indicators, the KOSPI is closing in on record highs. Expect semiconductor rebounds and tech strength to continue into next week.
The KOSPI index surged toward the 8,000 mark this week, driven by heavy buying in large-cap semiconductor stocks. We’re seeing a clear pivot by foreign investors from semiconductors into robotics and physical AI, setting the stage for a selective market rally centered on chips, robots, and defense in the coming week.
The KOSPI hit record highs all last week (May 4–8), nearly reaching the 7,500 mark. While AI and semiconductors drove the rally, momentum is spreading to nuclear power, securities, and wireless telecommunications equipment. Key variables to watch this week include the U.S. CPI release and Big Tech earnings.
Following a record-breaking April, the KOSPI is expected to follow a "weak start, strong finish" pattern in May. AI infrastructure themes, particularly optical communications and cables, dominated last month’s returns, while sectors like steel, construction, and pipeline projects are seeing rotation. With markets showing signs of technical overheating alongside bullish expectations, a selective strategy is recommended.
In the first week of May, the KOSPI broke through the 6,600 mark. While the market faces potential overvaluation, experts expect a "weak start, strong finish" pattern, with AI semiconductors, power infrastructure, steel, and shipbuilding leading the charge.
이번 주 국내 증시는 코스피 6500선 재도전과 코스닥의 26년 만에 1200선 돌파라는 역사적 순간을 맞이했습니다. 다음 주에는 미국 FOMC 회의, 하이퍼스케일러 실적 발표, 미-이란 지정학적 리스크가 시장의 핵심 변수가 될 거예요. AI 반도체, 마이크로 LED, 방산 섹터가 강세를 보이는 가운데, 매크로 불확실성을 고려해 실적 중심의 종목 선별이 중요한 시점입니다.
For the week of April 20–24, the South Korean stock market is navigating a volatile path, closely watching the second round of US-Iran ceasefire talks and Q1 earnings reports from major firms like SK Hynix. NH Investment & Securities forecasts a KOSPI range of 5,700–6,400, noting a shift in investor focus from geopolitical conflicts to fundamental earnings. With the 2026 KOSPI net profit outlook surging to approximately 592 trillion won, expectations for record-breaking results are providing strong market support.
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