daily_brief
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Cloud Computing +9.80%, KOSDAQ +5.88% with Concentrated Capital Flows
Published
Updated
Data as of
Source: Based on KOSPI/KOSDAQ close data, global market indicators, and PickStock theme price cache.
Sector Map · 2026-08-04
Sorted by change · KR red up / blue down, US green up / red down
Korea
+6.93%
+6.77%
+5.13%
+4.04%
+4.01%
+3.76%
+2.92%
+2.48%
+2.48%
+1.32%
+0.29%
US
+6.65%
+3.42%
+2.15%
+0.88%
+0.74%
-0.02%
-0.59%
-0.71%
-0.74%
-1.27%
-2.89%
PickStock AI Summary
- As of market close 2026-08-04, KOSPI 6,358.95 (+1.62%), KOSDAQ 780.72 (+5.88%).
- Relative strength concentrated in Cloud Computing, Low-Orbit Satellite, and AI Agent themes, while Silver, Fintech, and Tire/Rubber underperformed.
- Data used passed index date and theme price cache freshness guards, and single-day signals should be reconfirmed by next-day trading volume and flows.
TL;DR
- KOSPI 6,358.95 (+1.62%)
- KOSDAQ 780.72 (+5.88%)
- Top themes today: Cloud Computing, Low-Orbit Satellite, AI Agent
This briefing summarizes the Korean market close on 2026-08-04 along with global macro indicators and 100 theme strength snapshots. Use as a starting point to gauge next session open flows.
Korea Market Close
| Index | Close | Change | Change % |
|---|---|---|---|
| KOSPI | 6,358.95 | 101.50 | +1.62% |
| KOSDAQ | 780.72 | 43.37 | +5.88% |
Global Macro Snapshot
| Indicator | Value | Daily Change |
|---|---|---|
| VIX (Fear Index) | 15.82 | - |
| US 10Y | 4.686% | - |
| Dollar Index (DXY) | 100.00 | - |
| KRW/USD | ₩1,432.78 | - |
| S&P 500 | 7,600.50 | - |
| Nasdaq | 25,913.90 | - |
| WTI | $81.89 | - |
| Gold | $4,112.10 | - |
| Bitcoin | $63,515 | - |
Top 3 Strong Themes Today
| Rank | Theme | Avg Move | Up/Down | Leading Winner |
|---|---|---|---|---|
| 1 | Cloud Computing | +9.80% | 12/0 | Amazon (AMZN) +20.60% |
| 2 | Low-Orbit Satellite | +9.20% | 7/0 | LIG넥스원 (079550) +14.59% |
| 3 | AI Agent | +7.36% | 11/1 | Amazon (AMZN) +20.60% |
Bottom 3 Weak Themes Today
| Rank | Theme | Avg Move | Up/Down | Leading Loser |
|---|---|---|---|---|
| 1 | Silver | -0.59% | 2/3 | Hecla Mining (HL) -3.35% |
| 2 | Fintech | -0.53% | 5/4 | Coinbase (COIN) -10.44% |
| 3 | Tire/Rubber | +0.04% | 6/4 | Lear (LEA) -14.52% |
What to Watch Next Session
- TOP 3 themes averaged +8.79%, and capital color is clear. Trend-following flows appear dominant, however chase buying should be staggered.
Do not base trading decisions on a single trading-day signal. Combine trends over 5 trading days or more with macro shifts.
Read More
- Weekly reports and insights: PickStock Insight
- How to use macro indicators: Three indicators to gauge market temperature
- Theme stock mindmaps: PickStock Theme Explorer
Report date: 2026-08-04. Data sources: Naver Finance, Yahoo Finance, CNN Fear & Greed. Prices were checked for anomalies and date alignment. This is information only, not investment advice.
Research path
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다음 액션
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Weekly theme signal
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