Every Friday, we break down the key sectors set to drive the market and highlight the top 10 stocks you should be watching.
이번 주 코스피는 7거래일 연속 급락 후 반발매수세로 반등하며 변동성이 컸어요. 다음 주 한국은행 금통위와 주요 반도체 기업 실적이 예정되어 있어 금리 정책과 AI 반도체 수익성이 시장 방향성을 결정할 핵심 변수가 될 전망이에요. 미국에서는 10년물 국채 금리가 52주 최고치를 찍으며 인플레이션 압력과 통화정책 불확실성이 이어지고 있답니다.
The final week of September in US markets wrapped up with a relief rally driven by falling oil prices and hopes for stabilizing interest rates. Both the S&P 500 and Nasdaq posted modest gains, led by strong performance in semiconductor and tech stocks. Next week is expected to bring increased volatility as the fourth quarter kicks off alongside a slate of macroeconomic data releases.
이번 주 글로벌 증시는 미국 고용 지표 호조와 중동 지정학적 리스크가 겹치면서 변동성이 컸어요. 반도체 섹터는 AI 피로감 속에서도 선방했고, 국내 증시는 추석 연휴와 미중 정상회담을 앞두고 조정을 받았지만 연휴 이후 반등이 기대되는 상황이에요.
Volatility hit the domestic stock market this week as the KOSPI tumbled 3% amid massive net selling by foreign and institutional investors. Next week's Fed (FOMC) rate decision will be the biggest variable; rate futures point to a possible hike, while overseas forecasts suggest a freeze, creating mixed signals. Despite these macro uncertainties, AI infrastructure, shipping, and select energy sectors are expected to show relative strength driven by individual positive news.
지난 8월 마지막 주, 미국 증시는 지정학적 긴장과 연준의 매파적 발언에도 불구하고 AI 기업들의 견조한 실적에 힘입어 혼조세를 보였습니다. 엔비디아 같은 대형 기술주가 시장을 방어한 가운데, 다가오는 주는 인플레이션 지표와 노동 데이터가 변곡점이 될 수 있어 주의가 필요합니다. 국내에서는 K-POP 및 관광 수혜주인 엔터·레저 섹터의 하반기 모멘텀이 주목받고 있습니다.
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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