KOSPI falls 3.48% as US tech earnings fuel AI investment concerns

KOSPI fell 3.48 percent in Seoul on Friday as losses in U.S. technology stocks and concerns about returns on AI investments prompted selling in major chipmakers. The index closed at 5,730.74, down 206.92 points, after opening 2.99 percent lower. A sharp drop in KOSPI 200 futures triggered a sell-side sidecar at around 10:05 a.m., temporarily halting program sell orders. Kosdaq also fell, while the won strengthened against the dollar.

Samsung Electronics shares fell 3.02 percent, while SK hynix shares dropped 7.08 percent.

The sidecar activation was the first in 11 trading sessions, following KOSPI’s 7.57 percent plunge on Oct. 15.

Alphabet reported weaker-than-expected results and a wider free cash flow deficit, while Amazon’s earnings and guidance fell short of forecasts.

The Dow Jones Industrial Average fell 0.25 percent, the S&P 500 declined 0.30 percent and the Nasdaq Composite lost 1.38 percent overnight.

Kosdaq closed at 724.38, down 28.85 points, or 3.83 percent, and the won closed daytime trading at 1,334.3 per dollar, strengthening 2.5 won.

Published Oct 30, 2026 3:52 pm KST

Employees work in Hana Bank’s dealing room in Seoul, Friday. The benchmark KOSPI closed at 5,730.74, down 206.92 points, or 3.48 percent, while the secondary Kosdaq fell 28.85 points, or 3.83 percent, to 724.38. Yonhap

KOSPI fell more than 3 percent Friday as losses in U.S. technology stocks and concerns over returns on artificial intelligence (AI) investments triggered selling in heavyweight chipmakers Samsung Electronics and SK hynix.

The benchmark index ended at 5,730.74, down 206.92 points, or 3.48 percent. It opened 2.99 percent lower at 5,760.35 and extended its losses during the session.

The sharp sell-off in KOSPI 200 futures triggered a sell-side sidecar at around 10:05 a.m., temporarily halting program sell orders. It was the first such activation in 11 trading sessions, following KOSPI’s 7.57 percent plunge on Oct. 15.

Samsung Electronics lost 3.02 percent, while SK hynix dropped 7.08 percent.

The declines followed earnings releases from U.S. technology giants that raised fresh doubts about the returns on their massive AI investments.

Google parent Alphabet reported weaker-than-expected results and a wider free cash flow deficit. Amazon’s earnings and guidance also fell short of forecasts, drawing attention to the costs of expanding AI infrastructure.

Wall Street’s three major indexes closed lower overnight. The Dow Jones Industrial Average slipped 0.25 percent, the S&P 500 shed 0.30 percent and the Nasdaq Composite declined 1.38 percent. Alphabet tumbled 12.64 percent, while Micron Technology fell 4.98 percent.

“Successive earnings disappointments from big tech companies and chipmakers sparked a sell-off across the AI value chain,” said Kang Jin-hyuk, a senior analyst at Shinhan Securities.

The tech-heavy Kosdaq index also extended its opening losses, finishing at 724.38, down 28.85 points, or 3.83 percent. It began the session 2.05 percent lower at 737.76.

In Seoul’s onshore foreign-exchange market, the won strengthened by 2.5 won against the dollar to close daytime trading at 1,334.3 won per dollar.

US dividend ETFs draw attention amid stock market volatility

SK hynix eases AI peak fears, pushing KOSPI above 6,000

Korea should not sacrifice AI boom over chip dependence fears: IDB economist

周五，韩国综合股价指数（KOSPI）在首尔下跌3.48%，原因是美国科技股的下跌以及对人工智能投资回报的担忧引发了主要芯片制造商的抛售。该指数收于5730.74点，下跌206.92点，此前开盘下跌2.99%。KOSPI 200指数期货的急剧下跌在上午10:05左右触发了卖方侧挂交易，暂时中止了程序化卖单。韩国创业板指数（KOSDAQ）也出现下跌，而韩元兑美元汇率走强。

三星电子股价下跌 3.02%，SK 海力士股价下跌 7.08%。

这是 KOSPI 指数在 10 月 15 日暴跌 7.57% 之后，11 个交易日以来的首次边车期权激活。

Alphabet公布的业绩弱于预期，自由现金流缺口扩大，而亚马逊的盈利和业绩指引均未达到预期。

道琼斯工业平均指数隔夜下跌0.25%，标准普尔500指数下跌0.30%，纳斯达克综合指数下跌1.38%。

韩国创业板指数收于 724.38 点，下跌 28.85 点，跌幅 3.83%；韩元兑美元日内交易收于 1,334.3，上涨 2.5 韩元。

发布于2026年10月30日下午3:52（韩国标准时间）

周五，员工在首尔韩亚银行的交易室工作。韩国综合股价指数（KOSPI）收于5730.74点，下跌206.92点，跌幅3.48%；韩国创业板指数（KOSDAQ）下跌28.85点，跌幅3.83%，收于724.38点。（韩联社）

周五，韩国综合股价指数(KOSPI)下跌超过3%，原因是美国科技股下跌以及对人工智能(AI)投资回报的担忧引发了重量级芯片制造商三星电子和SK海力士的抛售。

基准指数收于5730.74点，下跌206.92点，跌幅3.48%。该指数开盘下跌2.99%，报5760.35点，并在交易时段内延续跌势。

KOSPI 200 指数期货的暴跌在上午 10:05 左右触发了卖方侧挂指令，暂时中止了程序化卖单。这是自 KOSPI 指数 10 月 15 日暴跌 7.57% 以来，11 个交易日以来首次触发此类指令。

三星电子股价下跌 3.02%，SK 海力士股价下跌 7.08%。

此前，美国科技巨头发布了盈利报告，引发了人们对其大规模人工智能投资回报的新一轮质疑，随后这些公司的股价应声下跌。

谷歌母公司Alphabet公布的业绩低于预期，自由现金流缺口扩大。亚马逊的盈利和业绩指引也低于预期，凸显了人工智能基础设施扩张的成本。

华尔街三大股指隔夜收跌。道琼斯工业平均指数下跌0.25%，标普500指数下跌0.30%，纳斯达克综合指数下跌1.38%。Alphabet股价暴跌12.64%，美光科技股价下跌4.98%。

新韩证券高级分析师康镇赫表示：“大型科技公司和芯片制造商接连公布的盈利令人失望，引发了人工智能价值链上的抛售潮。”

科技股为主的韩国创业板指数（Kosdaq）也延续了开盘跌势，收于724.38点，下跌28.85点，跌幅3.83%。该指数开盘下跌2.05%，报737.76点。

在首尔的境内外汇市场，韩元兑美元汇率上涨 2.5 韩元，收于 1 美元兑 1334.3 韩元。

股市波动加剧，美国股息ETF备受关注。

SK海力士缓解了人们对人工智能峰值的担忧，推动韩国综合股价指数（KOSPI）突破6000点。

美洲开发银行经济学家：韩国不应因担忧芯片依赖而牺牲人工智能蓬勃发展