SMR, Construction and CCUS Led Gains as KOSPI Rises 0.68%, Why the Rotation?
픽스톡AI Summary
KOSPI closed at 6,742.74, up 0.68%.
KOSDAQ closed at 827.15, up 1.70%.
Relative strength concentrated in SMR (small modular reactors), construction/infra, and CCUS, while weakness showed in low-orbit satellite, AI drug discovery, and mRNA vaccine/therapeutics.
Only data that passed index date and theme price cache freshness checks were used, and single-day signals should be rechecked with next-day volume and flows.
Korea Market Close
| Index | Close | Change | Change % |
|---|---|---|---|
| KOSPI | 6,742.74 | 45.78 | +0.68% |
| KOSDAQ | 827.15 | 13.82 | +1.70% |
Global Macro Snapshot
| Indicator | Value | Daily Change |
|---|---|---|
| VIX (Fear Index) | 15.79 | - |
| US 10Y | 4.704% | - |
| Dollar Index (DXY) | 99.03 | - |
| KRW/USD | ₩1,384.73 | - |
| S&P 500 | 7,652.86 | - |
| Nasdaq | 25,980.19 | - |
| WTI | $83.31 | - |
| Gold | $4,683.80 | - |
| Bitcoin | $79,906 | - |
Top 3 Strong Themes Today
| Rank | Theme | Avg Change | Up/Down | Leading Strong Stock |
|---|---|---|---|---|
| 1 | SMR (소형모듈원전) | +2.73% | 7/4 | Hyundai Construction (000720) +14.87% |
| 2 | Construction/Infra | +2.72% | 10/3 | Hyundai Construction (000720) +14.87% |
| 3 | CCUS (Carbon Capture) | +2.58% | 11/4 | Hyundai Construction (000720) +14.87% |
Bottom 3 Weak Themes Today
| Rank | Theme | Avg Change | Up/Down | Leading Weak Stock |
|---|---|---|---|---|
| 1 | Low-Orbit Satellite | -2.45% | 3/4 | AST SpaceMobile (ASTS) -9.18% |
| 2 | AI Drug Discovery | -2.43% | 3/8 | Lunit (253840) -9.52% |
| 3 | mRNA Vaccine/Therapeutics | -2.38% | 1/10 | Genexine (095700) -9.52% |
What to Watch Next Trading Day
Today's session showed muted volatility.
Macro indicators and theme strength did not point to a clear direction.
In low-convexity periods, individual earnings and order flow momentum tend to drive short-term moves.
Monitor macro indicators (VIX, DXY, 10Y) together with the follow-through in the strong themes.
Avoid trading decisions based on a single trading-day data point. Use trends of 5 trading days or more combined with macro shifts.
Read More
- 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: 2026-08-25. Data sources: Naver Finance, Yahoo Finance, CNN Fear & Greed. Generated after checking price outliers and reference dates. This is information only, not investment advice.
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