South Korea’s exports rose 52.3% year-on-year from July 1 to 20, with semiconductor exports surging 180.6%.
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South Korea KOSPI falls below 7000, turnover hits a new annual low, retail investors and foreign capital record net sales of 33 trillion won in a single month
The rise in U.S. Treasury yields and delays in Oracle data centers are dampening AI investment sentiment. Samsung and SK Hynix shares both fell by over 5% in a single day, with their respective stock buyback programs already 85.95% and 66.27% complete, leaving limited upside potential. Currently, the funds waiting to enter the market in Korean brokerage accounts amount to only 101.63 trillion won. The market is focusing on the U.S. PCE data on September 30 and Micron's financial results.
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