Semiconductor Equipment Surges +19.66%, KOSPI at 6,595.45 Shows Strong Sector Flow
PickStock AI Summary
- As of market close 2026-07-31, KOSPI 6,595.45 (+17.91%), KOSDAQ 719.76 (+11.63%).
- Relative strength concentrated in semiconductor equipment, compound semiconductors (SiC/GaN), and foundry. Weak themes were food and beverage, alt-protein, and ad tech.
- Data uses only points that passed index reference date and theme price cache freshness guards. Single-day signals should be reconfirmed with next session volume and flow.
TL;DR
- KOSPI 6,595.45 (+17.91%)
- KOSDAQ 719.76 (+11.63%)
- Strong themes today: semiconductor equipment, compound semiconductors (SiC/GaN), foundry
This note summarizes the Korean market close on 2026-07-31, global macro snapshots, and strength across 100 investment themes. Use it as a starting point to gauge next session opening flows.
Korea market close
| Index | Close | Change | Change % |
|---|---|---|---|
| KOSPI | 6,595.45 | 1,001.89 | +17.91% |
| KOSDAQ | 719.76 | 74.98 | +11.63% |
Global macro snapshot
| Metric | Value | Daily change |
|---|---|---|
| VIX (fear index) | 16.78 | - |
| US 10yr | 4.663% | - |
| Dollar Index (DXY) | 100.11 | - |
| KRW/USD | ₩1,432.00 | - |
| S&P 500 | 7,437.63 | - |
| NASDAQ | 25,122.18 | - |
| WTI crude | $82.26 | - |
| Gold | $4,118.10 | - |
| Bitcoin | $63,754 | - |
Top 3 strong themes today
| Rank | Theme | Avg change | Up/Down | Representative top stock |
|---|---|---|---|---|
| 1 | Semiconductor Equipment | +19.66% | 15/0 | SK Hynix (000660) +29.95% |
| 2 | Compound Semiconductor (SiC/GaN) | +16.47% | 14/0 | Hanmi Semiconductor (042700) +27.98% |
| 3 | Foundry | +16.39% | 11/0 | SK Hynix (000660) +29.95% |
The strong themes averaged +17.51%, signaling clear capital concentration. Volume-driven moves dominated the session. Treat the single-day signal cautiously and confirm with next session volume and flow.
Bottom 3 weak themes today
| Rank | Theme | Avg change | Up/Down | Representative laggard |
|---|---|---|---|---|
| 1 | Food and Beverage | -0.57% | 6/8 | Kraft Heinz (KHC) -4.49% |
| 2 | Alt-meat/Alt-protein | +-0.00% | 6/5 | Kraft Heinz (KHC) -4.49% |
| 3 | Ad Tech | +0.25% | 5/7 | Meta Platforms (META) -7.95% |
Weak themes showed relative underperformance, representing the other side of capital flows. Monitor positioning across these sectors.
How to view the next trading day
- Top 3 themes averaged +17.51%, showing clear money flow. Trend-following setups were effective, but scaling into positions is advised for chase buying.
Avoid making trade decisions from a single trading day. Combine trends over 5+ sessions with macro changes for judgment.
Further reading
- Weekly reports and insights: PickStock Insight
- How to use macro indicators: Three indicators to measure market temperature
- Theme-related stock mindmaps: PickStock Theme Explorer
Report date: 2026-07-31. Data sources: Naver Finance, Yahoo Finance, CNN Fear & Greed. Created after checking price outliers and reference date. This is information only, not investment advice or solicitation.
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