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KOSPI -5.93%, Money Flows to Ad Tech, Food&Beverage, Banks | Daily Briefing (2026-07-02)
Published
Updated
Data as of
Source: Based on KOSPI/KOSDAQ close data, global market indicators, and PickStock theme price cache.
Sector Map · 2026-07-02
Sorted by change · KR red up / blue down, US green up / red down
Korea
+1.40%
+1.29%
+0.80%
+0.66%
-0.39%
-1.93%
-2.17%
-2.67%
-3.48%
-6.06%
-6.31%
US
+4.04%
+3.00%
+2.62%
+1.97%
+1.75%
+1.40%
-0.27%
-0.74%
-1.35%
-1.42%
-1.69%
PickStock AI Summary
- As of market close on 2026-07-02, KOSPI 7,810.95 (-5.93%), KOSDAQ 893.06 (-3.90%).
- Relative strength clustered in ad tech, food and beverage, and banks, while weak themes included semiconductor equipment, foundry, and CXL/interconnect.
- Data used passed index reference date and theme price cache freshness guards, and single-day signals should be reconfirmed by next-day volume and flows.
TL;DR
- KOSPI 7,810.95 (-5.93%)
- KOSDAQ 893.06 (-3.90%)
- Strong themes today: ad tech, food & beverage, banks
This note summarizes the Korean market close on 2026-07-02, global macro indicators, and the strength of 100 investment themes. Use it as a starting point to gauge next session opening flows.
Korea Market Close
| Index | Close | Change | Change % |
|---|---|---|---|
| KOSPI | 7,810.95 | -492.46 | -5.93% |
| KOSDAQ | 893.06 | -36.29 | -3.90% |
Global Macro Snapshot
| Indicator | Value | Daily Change |
|---|---|---|
| VIX (fear index) | 16.73 | - |
| US 10Y | 4.475% | - |
| Dollar Index (DXY) | 100.92 | - |
| KRW/USD | ₩1,547.86 | - |
| S&P 500 | 7,483.23 | - |
| Nasdaq | 26,040.03 | - |
| WTI crude | $67.93 | - |
| Gold | $4,089.30 | - |
| Bitcoin | $60,390 | - |
Strong Themes TOP 3
| Rank | Theme | Avg Change | Up/Down | Representative Gainer |
|---|---|---|---|---|
| 1 | Ad Tech | +2.92% | 9/2 | Meta Platforms (META) +8.81% |
| 2 | Food & Beverage | +2.74% | 12/2 | Nongshim (004370) +6.16% |
| 3 | Banks | +2.45% | 9/1 | Shinhan Financial Group (055550) +6.02% |
Weak Themes BOTTOM 3
| Rank | Theme | Avg Change | Up/Down | Representative Lagger |
|---|---|---|---|---|
| 1 | Semiconductor Equipment | -10.31% | 0/15 | Wonik IPS (240810) -20.53% |
| 2 | Foundry | -8.73% | 0/11 | SK Siltron (036710) -17.46% |
| 3 | CXL/Interconnect | -7.72% | 0/14 | SK Hynix (000660) -14.57% |
What to Watch Next Session
- Both markets plunged, KOSPI -5.93% and KOSDAQ -3.90%, so check for macro shock transmission.
- Money rotated into ad tech, food & beverage, and banks, indicating sector rotation in the session.
- Bottom 3 themes averaged -8.92%, showing concentrated selling, so short-term bounce potential exists, but trend reversal should not be assumed.
Avoid trading decisions based on a single day, combine 5-day trends with macro moves before forming conclusions.
Further Reading
- Weekly reports and insights: 픽스톡 인사이트
- How to use macro indicators: 시장의 온도를 재는 세 가지 지표
- Theme maps and related stocks: 픽스톡 테마 탐색
Report date: 2026-07-02. Data sources: Naver Finance, Yahoo Finance, CNN Fear & Greed. Created after checking price outliers and reference dates. For information purposes, not investment advice.
Research path
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