KOSPI 6,562.72 -3.99% Crash, Why Did It Fall Despite Bitcoin and Semiconductor Strength?

KOSPI 6,562.72, -3.99% closed like that yesterday.

Overnight, US sectors showed a mixed picture.

Bitcoin continued to attract inflows overnight.

What should you watch before today’s open?

Retail: "It plunged yesterday, will it sell off again today?"

Start with the confirmed numbers first.

How did Korea trade yesterday? (Source: Signal Bundle)

KOSPI: 6,562.72 (-3.99%) [2026-09-02 final close]

KOSDAQ: 803.98 (-2.10%) [2026-09-02 final close]

The indexes finished with large declines on the final close basis.

Final close: the price recorded at the end of the trading day.

What were the overnight global signals?

US Energy: +4.37%

US IT and Semiconductors: +1.05%

There was selective sector strength.

Cryptocurrencies continued to see fund inflows.

Apple, Nvidia, Crypto headlines, what they mean for Korea

Apple: iPhone sales and services at record highs, alongside CEO change talk (Source: Signal Bundle)

Nvidia: strong results and attention on momentum (Source: Signal Bundle)

Bitcoin ETF: continued net inflows, low short-bias on Polymarket (Source: Signal Bundle)

Global AI and semiconductor momentum exists, but Korea starts from prior-day weakness.

Four things to check in the Korean market

Interest rate and FX moves

Foreign and other corporate buying trends

Reactions in semiconductors, secondary batteries, and energy names

Whether Bitcoin and crypto flows translate into risk-asset sentiment

So, up or down

Downward pressure

• Foreign and institutional selling, downward pressure on the index, possibility of net foreign selling
• Won-dollar volatility, FX rise would amplify foreign outflows
• Weakness in materials and industrials, burdening sectors broadly

Supportive factors

• US semiconductor and energy strength, selective defense in related stocks
• Bitcoin ETF inflows, a signal for risk preference
• Other corporates and internal demand could be rebound factors

This is for reference only.

PickStock 💡

※ This article is for information only and not financial advice.