SK hynix +8.14% Leads HBM Memory, Why KOSPI Fell 0.58%?
픽스톡AI 요약
KOSPI closed at 6,954.52, down 0.58%.
KOSDAQ fell to 811.88, down 1.25%.
Relative strength concentrated in HBM Memory, semiconductor equipment, and ASIC/custom chips.
Weakness was clear in SaaS software, cloud computing, and digital twin themes.
Only data passing index date and theme price cache freshness guards were used, and single-day signals should be reconfirmed with next-day volume and flows.
KOSPI 6,954.52 (-0.58%)
KOSDAQ 811.88 (-1.25%)
Strong themes today: HBM Memory, semiconductor equipment, ASIC / custom chips
Korean Market Close
| Index | Close | Change | Change % |
|---|---|---|---|
| KOSPI | 6,954.52 | -40.87 | -0.58% |
| KOSDAQ | 811.88 | -10.31 | -1.25% |
Global Macro Snapshot
| Metric | Value | Daily Change |
|---|---|---|
| VIX (Fear Index) | 15.89 | - |
| US 10yr | 4.784% | - |
| Dollar Index (DXY) | 98.97 | - |
| KRW/USD | ₩1,344.58 | - |
| S&P 500 | 7,718.60 | - |
| Nasdaq | 26,506.99 | - |
| WTI Crude | $94.43 | - |
| Gold | $4,438.20 | - |
| Bitcoin | $78,378 | - |
Top 3 Strong Themes Today
| Rank | Theme | Avg Move | Up/Down | Representative Gainer |
|---|---|---|---|---|
| 1 | HBM Memory | +2.42% | 11/5 | SK하이닉스 (SKHY) +8.14% |
| 2 | Semiconductor Equipment | +1.77% | 9/6 | Ultra Clean Holdings (UCTT) +8.77% |
| 3 | ASIC / Custom Chips | +1.35% | 9/4 | Marvell Technology (MRVL) +7.05% |
Bottom 3 Weak Themes Today
| Rank | Theme | Avg Move | Up/Down | Representative Lagger |
|---|---|---|---|---|
| 1 | SaaS Software | -3.23% | 1/12 | NHN (181710) -15.40% |
| 2 | Cloud Computing | -2.67% | 1/11 | NHN (181710) -15.40% |
| 3 | Digital Twin | -2.44% | 2/10 | Autodesk (ADSK) -8.26% |
What to watch next trading day
The Bottom 3 themes averaged -2.78%, showing concentrated selling in weak themes.
A short-term bounce after steep declines is possible, but one trading day does not confirm a trend reversal.
Do not make trading decisions based on a single trading day. Use at least 5 trading days of trend plus macro changes for judgment.
Further reading
Weekly reports and insights: PickStock Insights
How to use macro indicators: Three indicators to gauge market temperature
Theme stock mindmaps: PickStock Theme Explorer
Report date: 2026-09-08. Data sources: Naver Finance, Yahoo Finance, CNN Fear & Greed. Prices were checked for outliers and date consistency. This is informational and not investment advice.
관련 테마의 대표 기업을 확인하고, 내 관심 종목은 뉴스·시그널·시장 맥락으로 이어서 볼 수 있습니다.
종목명을 입력하면 재무, 뉴스, 시장 데이터를 정보 제공용 점검 리포트로 정리합니다.
관심 테마로 저장하면 마이페이지에서 다시 볼 수 있고, 강한 움직임이 생길 때 주간 테마 시그널과 연결해 확인할 수 있습니다.
Keep reading
