(2nd LD) Seoul shares dip over 3 pct on tech sell-off amid AI concerns

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SEOUL, Oct. 30 (Yonhap) -- South Korean shares dropped by more than 3 percent Friday, dragged down by a sell-off in semiconductor stocks amid lingering concerns over the sustainability of artificial intelligence (AI) investments. The Korean won strengthened against the U.S. dollar.

The benchmark Korea Composite Stock Price Index (KOSPI) lost 206.92 points, or 3.48 percent, to close at 5,730.74, after falling as low as 5,599.42.

After opening nearly 3 percent lower, the KOSPI extended its losses, prompting the Korea Exchange to activate a sell-side sidecar, shortly after 10 a.m.

A sell-side sidecar is triggered when the KOSPI 200 Futures Index falls 5 percent or more for at least one minute.

The sell-off followed overnight losses on Wall Street, where concerns over lofty AI-related valuations dampened investor sentiment.

Google parent Alphabet plunged more than 12 percent after its third-quarter revenue rose 25 percent on-year to US$127.58 billion, lower than market expectations, raising concerns over returns on massive AI investments.

The tech-heavy Nasdaq Composite Index shed 1.38 percent, while the Philadelphia Semiconductor Index fell 1.4 percent, weighing on sentiment toward South Korean chipmakers.

Financial data is shown on a screen in the dealing room of Hana Bank in central Seoul after the market closed Oct. 30, 2026. (Yonhap)

Trade volume was light at 212.76 million shares worth 19.27 trillion won ($14.44 billion), with decliners far outnumbering advancers 655 to 232.

Foreigners sold a net 1.62 trillion won, while institutions and individuals bought a net 742.55 billion won and 620.97 billion won, respectively.

"Investors dumped shares of AI-related companies following a series of weaker-than-expected third-quarter earnings reports from major tech firms and chipmakers, while lingering concerns over the sustainability of AI-driven growth further weighed on sentiment," Kang Jin-hyuk, an analyst at Samsung Securities, said.

Most KOSPI heavyweights were in the negative territory.

Top market cap Samsung Electronics fell 3.02 percent to 225,000 won, and chip giant SK hynix sank 7.08 percent to 1.42 million won.

Leading automaker Hyundai Motor slipped 3.59 percent to 282,000 won after lowering its annual sales target and investment plans. Its sister company Kia plunged 11.73 percent to 95,600 won after reporting weaker-than-expected third-quarter operating profit.

Defense firm Hanwha Aerospace slumped 8.42 percent to 696,000 won after reporting weaker-than-expected third-quarter earnings due to delays in deliveries of K9 self-propelled howitzers to Poland.

The Korean won was trading at 1,334.3 won against the U.S. dollar as of 3:30 p.m., up 5.2 won from the previous session's close.

Bond prices, which move inversely to yields, closed higher. The yield on three-year Treasurys fell 5.1 basis points to 3.715, and the return on the benchmark five-year government bonds shed 5.8 basis points to 3.865.

ejkim@yna.co.kr (END)

(2nd LD) Seoul shares dip over 3 pct on tech sell-off amid AI concerns

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首尔，10月30日（韩联社）——受半导体股票抛售拖累，韩国股市周五下跌逾3%，原因是市场对人工智能（AI）投资的可持续性仍存担忧。韩元兑美元汇率走强。

韩国综合股价指数（KOSPI）下跌206.92点，跌幅3.48%，收于5730.74点，盘中一度跌至5599.42点。

韩国综合股价指数（KOSPI）开盘下跌近3%后，跌势扩大，促使韩国交易所于上午10点后不久启动卖方侧挂交易。

当 KOSPI 200 期货指数下跌 5% 或以上且持续至少一分钟时，将触发卖方侧车交易。

抛售潮是在华尔街隔夜下跌之后出现的，华尔街对人工智能相关估值过高的担忧打击了投资者情绪。

谷歌母公司Alphabet股价暴跌超过12%，此前该公司第三季度营收同比增长25%至1275.8亿美元，低于市场预期，引发了人们对大规模人工智能投资回报的担忧。

科技股为主的纳斯达克综合指数下跌 1.38%，费城半导体指数下跌 1.4%，这打击了市场对韩国芯片制造商的信心。

2026年10月30日股市收盘后，首尔市中心韩亚银行交易室内的屏幕上显示着金融数据。（韩联社）

交易量清淡，为 2.1276 亿股，成交额为 19.27 万亿韩元（144.4 亿美元），下跌股票数量远远超过上涨股票，比例为 655 比 232。

外国人净卖出1.62万亿韩元，而机构和个人分别净买入7425.5亿韩元和6209.7亿韩元。

三星证券分析师姜镇赫表示：“由于多家大型科技公司和芯片制造商发布了一系列弱于预期的第三季度盈利报告，投资者抛售了人工智能相关公司的股票，而对人工智能驱动增长的可持续性的持续担忧进一步打压了市场情绪。”

KOSPI 指数的大部分权重股都处于负值区间。

市值最高的三星电子股价下跌 3.02% 至 225,000 韩元，芯片巨头 SK 海力士股价下跌 7.08% 至 1420 万韩元。

在下调年度销售目标和投资计划后，韩国领先汽车制造商现代汽车股价下跌3.59%，至28.2万韩元。其姊妹公司起亚汽车股价暴跌11.73%，至9.56万韩元，此前该公司公布的第三季度营业利润低于预期。

由于向波兰交付 K9 自行榴弹炮的订单延迟，导致韩华航空航天公司公布的第三季度盈利低于预期，该公司股价下跌 8.42%，至 696,000 韩元。

截至下午 3:30，韩元兑美元汇率为 1,334.3 韩元，较前一交易日收盘价上涨 5.2 韩元。

债券价格与收益率呈反向走势，最终收高。三年期美国国债收益率下跌5.1个基点至3.715%，五年期基准政府债券收益率下跌5.8个基点至3.865%。

ejkim@yna.co.kr (完)

（第二部分）受人工智能担忧引发的科技股抛售潮影响，首尔股市下跌逾3%。