Amphenol +96.20%, Smart Factory and CXL Lift KOSPI +0.26%, Why the Move?
픽스톡AI Summary
KOSPI closed at 6,579.48, up 0.26%, and KOSDAQ closed at 790.21, down 1.71%.
Relative strength concentrated in Smart Factory, CXL/Interconnect, and Silver themes.
Single-day signals should be rechecked against next session's volume and order flow.
Korea Market Close
| Index | Close | Change | Change % |
|---|---|---|---|
| KOSPI | 6,579.48 | 16.76 | +0.26% |
| KOSDAQ | 790.21 | -13.77 | -1.71% |
Global Macro Snapshot
| Metric | Value | Daily Change |
|---|---|---|
| VIX (Fear Index) | 15.20 | - |
| US 10Y | 4.796% | - |
| Dollar Index (DXY) | 99.21 | - |
| KRW/USD | ₩1,356.81 | - |
| S&P 500 | 7,666.60 | - |
| Nasdaq | 26,217.83 | - |
| WTI Crude | $90.93 | - |
| Gold | $4,484.50 | - |
| Bitcoin | $77,812 | - |
Today's Top 3 Themes
| Rank | Theme | Avg Move | Up/Down | Leading Strong Stock |
|---|---|---|---|---|
| 1 | Smart Factory | +9.63% | 9/3 | Amphenol (APH) +96.20% |
| 2 | CXL/Interconnect | +6.99% | 6/7 | Amphenol (APH) +96.20% |
| 3 | Silver | +5.20% | 6/0 | Hecla Mining (HL) +8.69% |
Today's Bottom 3 Themes
| Rank | Theme | Avg Move | Up/Down | Leading Weak Stock |
|---|---|---|---|---|
| 1 | Cybersecurity | -3.47% | 1/8 | Palo Alto Networks (PANW) -9.28% |
| 2 | Rare Earth | -2.12% | 6/9 | IMC Rare Earths (IMC) -24.13% |
| 3 | Vector Database | -2.01% | 3/11 | MongoDB (MDB) -13.54% |
What to Watch Next Session
Top 3 themes averaged +7.27%, showing clear money flow into those areas.
Bottom 3 themes averaged -2.53%, indicating concentrated selling pressure in weak pockets.
Do not base trading decisions on a single day; confirm with trends of 5 trading days or more and macro context.
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: 2026-09-03. Data sources: Naver Finance, Yahoo Finance, CNN Fear & Greed. Created after checking price outliers and reference dates. Provided for information only, not investment advice.
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관심 테마로 저장하면 마이페이지에서 다시 볼 수 있고, 강한 움직임이 생길 때 주간 테마 시그널과 연결해 확인할 수 있습니다.
