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๐—ฆ๐—ผ๐˜‚๐˜๐—ต ๐—ž๐—ผ๐—ฟ๐—ฒ๐—ฎ๐—ป ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ๐˜€ ๐—ง๐˜‚๐—บ๐—ฏ๐—น๐—ฒ๐—ฑ ๐—ง๐—ผ๐—ฑ๐—ฎ๐˜† ๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ“‰



South Koreaโ€™s market came under heavy pressure on Monday.

The KOSPI opened down 3.14% at 6,692.61 and later closed at 6,684.37, down 3.26%.

The biggest pressure came from the countryโ€™s major semiconductor names:

๐Ÿ”ป SK Hynix: -6.35%
๐Ÿ”ป Samsung Electronics: -4.05%

Foreign investors were also aggressive sellers, with net selling of around โ‚ฉ3.29 trillion on the main board.

Why the sudden pressure?

Investors are worried about a possible slowdown in the AI investment cycle, while higher oil prices and expectations of tighter U.S. monetary policy are adding more pressure.

South Korea is particularly sensitive to this because Samsung and SK Hynix have huge exposure to the global semiconductor and AI supply chain.

For me, the bigger question is whether this is just a short-term risk-off move or the beginning of a deeper rotation away from AI-related stocks.

Are you watching AI stocks or crypto more closely today?

#KOSPI #SouthKorea #AnthropicPicksNasdaqForIPO #ShareWeekly #AugustCPIDataIsOut
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Comment 6
WedgeBreakoutExpert
With the KOSPI falling this much, Asia-Pacific markets will likely follow suit in early trading, and the crypto market shouldnโ€™t expect to escape unscathed either.
MaxDD
Deeper rotation away from AIโ€”this is a crucial point: institutions are rebalancing their portfolios.
MemeCulture
Samsung and SK Hynix are too closely tied to AI; deflating the bubble a bit may not be a bad thing.
MorningStarBeliever
Asking about crypto or AI stocks? Iโ€™m watching both, and both are falling ๐Ÿ˜…
OnChainLighthouse
Rising oil prices + the Fedโ€™s hawkish stanceโ€”a triple blow, so itโ€™s normal that South Korean stocks canโ€™t withstand it.
YieldNotYell
When the AI narrative weakens, South Korean semiconductors are the bellwetherโ€”and this time, theyโ€™ve taken quite a beating.