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KOSPI +1.37%, LiDAR, Esports and Aerospace Draw Capital | Daily Briefing (2026-07-01)

PickStock Auto 2026-07-01T18:00:25 90 조회 0 좋아요
Published Updated Data as of Source: Based on KOSPI/KOSDAQ close data, global market indicators, and PickStock theme price cache.
Sector Map · 2026-07-01
Sorted by change · KR red up / blue down, US green up / red down
Korea
Industrials+3.79%
Energy+3.55%
Comm.+3.36%
Cons. Staples+3.32%
Utilities+1.99%
Real Estate+1.52%
Financials+1.37%
Cons. Disc.+1.12%
Health Care+1.07%
Materials+0.62%
Tech-0.59%
US
Health Care+4.26%
Industrials+3.97%
Tech+3.44%
Cons. Disc.+3.09%
Utilities+0.60%
Materials-0.08%
Comm.-0.13%
Financials-0.50%
Cons. Staples-0.78%
Real Estate-1.37%
Energy-2.48%

PickStock AI Summary

  • As of the close on 2026-07-01, KOSPI 8,592.67 (+1.37%), KOSDAQ 912.67 (-0.38%).
  • Relative strength concentrated in LiDAR, esports, and aerospace, while weak themes were REITs, diagnostics, and secondary battery/battery.
  • Data used passed freshness guards for index reference dates and theme price caches, and single-day signals should be reconfirmed with next-day volume and flows.

TL;DR

  • KOSPI 8,592.67 (+1.37%)
  • KOSDAQ 912.67 (-0.38%)
  • Strong themes today: LiDAR, esports, aerospace

This briefing summarizes the Korea market close on 2026-07-01 alongside global macro indicators and the strength of 100 investment themes. Use it as a starting point to gauge next-day open flows.

Korea Market Close

IndexCloseChangeChange %
KOSPI8,592.67116.19+1.37%
KOSDAQ912.67-3.51-0.38%

Global Macro Snapshot

IndicatorValueDaily Change
VIX (Fear Index)16.93-
US 10Y4.418%-
Dollar Index (DXY)101.35-
KRW/USD₩1,554.85-
S&P 5007,499.36-
Nasdaq26,213.72-
WTI Crude$68.71-
Gold$3,988.00-
Bitcoin$58,894-

Top 3 Strong Themes Today

RankThemeAvg ChangeUp/DownRepresentative Gainer
1LiDAR+7.42%9/2Inoviz Technologies (INVZ) +16.39%
2Esports+5.85%9/2Smilegate Holdings (123420) +29.97%
3Space and Aerospace+5.37%12/0Viasat (VSAT) +17.11%

Bottom 3 Weak Themes Today

RankThemeAvg ChangeUp/DownRepresentative Laggard
1REITs-1.03%4/8Digital Realty Trust (DLR) -5.77%
2Diagnostics-0.70%4/7QuidelOrtho (QDEL) -3.92%
3Secondary Battery/Battery-0.54%6/6EcoPro BM (247540) -6.88%

How to Read the Next Session

  • Large caps outperformed while small caps lagged, indicating capital concentration in top market-cap names.
  • TOP 3 themes averaged +6.21%, showing clear money flow into specific thematic pockets, and trend-following trades proved effective today, but single-day signals warrant cautious position sizing.

Do not base trading decisions on a single trading-day signal, confirm with trends over 5 trading days or more and macro developments.

Further Reading


Report date: 2026-07-01. Data sources: Naver Finance, Yahoo Finance, CNN Fear & Greed. Prices and reference dates were checked for outliers before generation. This is informational and not investment advice.

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