KOSPI rallies over 2% as investors look past US tech rout

The KOSPI closed at 5,859.08 on Monday, up 2.24 percent, after institutional buying reversed early losses. Institutional investors bought a net 1.36 trillion won, while foreign and retail investors sold shares. The rebound came despite a sharp fall in U.S. semiconductor stocks, as investors reassessed concerns about AI investment and chip demand. Analysts said volatility could persist amid this week’s U.S. midterm elections and employment report.

SK hynix rose 3.81 percent to 1,472,000 won, and Samsung Electronics gained 1.78 percent to 229,000 won.

SK Square gained 5.91 percent to 950,000 won after announcing plans to return at least 4.3 trillion won to shareholders from more than 6.2 trillion won expected in SK hynix cash dividends.

Intel fell 28 percent and the Philadelphia Semiconductor Index dropped 7.2 percent on Friday after Intel issued quarterly revenue guidance below analysts’ estimates, citing weakening PC demand and higher costs from rising memory prices.

October exports totaled $115.3 billion, while semiconductor exports rose 259.4 percent year on year to $56.4 billion.

The Kosdaq rose 1.38 percent to 734.36, and the won closed at 1,343.8 per dollar, up 9.5 won from the previous session.

Published Nov 2, 2026 3:55 pm KST

The KOSPI and Kosdaq are displayed on the board in the dealing room of Hana Bank in Seoul, Monday. The benchmark KOSPI closed at 5,859.08, up 2.24 percent from the previous session, while Kosdaq closed at 734.36, up 1.38 percent. Yonhap

KOSPI rose more than 2 percent Monday, as institutional buying helped stocks rebound from early losses, shrugging off lingering concerns over the profitability of artificial intelligence (AI) investments.

The benchmark closed at 5,859.08, up 2.24 percent. It opened 1.62 percent lower before reversing course as institutional investors stepped up purchases.

Institutional investors bought a net 1.36 trillion won ($1.01 billion) of shares, while foreign and retail investors net sold 43.09 billion won and 1.41 trillion won, respectively.

SK hynix gained 3.81 percent to close at 1,472,000 won, while Samsung Electronics climbed 1.78 percent to 229,000 won. SK Square, which announced plans to return at least 4.3 trillion won to shareholders out of more than 6.2 trillion won expected from SK hynix's cash dividends, also gained 5.91 percent to close at 950,000 won.

The rebound came despite a rout in U.S. semiconductor shares on Friday (local time), when Intel plunged 28 percent and the Philadelphia Semiconductor Index tumbled 7.2 percent.

Lee Kyoung-min, an analyst at Daishin Securities, said much of the bad news had already been priced into Korean stocks.

Investors are also reassessing the implications of Intel's disappointing earnings, according to Lee. The U.S. chipmaker issued quarterly revenue guidance below analysts' estimates, citing weakening PC demand as surging memory prices drive up costs. That has increasingly been interpreted as a sign of pressure on PC manufacturers' margins rather than a collapse in demand for memory chips.

Korea's latest export data offered further support. Shipments totaled $115.3 billion in October, according to figures released Sunday, while semiconductor exports jumped 259.4 percent from a year earlier to $56.4 billion.

Signs of easing geopolitical tensions in the Middle East also buoyed sentiment, amid progress in diplomatic talks involving Iran and remarks from the U.S. administration.

Still, analysts warned that volatility may persist as investors grapple with questions over returns on AI spending by major U.S. technology companies, alongside this week's U.S. midterm elections and employment report.

The tech-heavy Kosdaq rose 1.38 percent to close at 734.36.

The won-dollar exchange rate closed at 1,343.8 won per dollar, up 9.5 won from the previous session.

韩国综合股价指数（KOSPI）周一收于5859.08点，上涨2.24%，机构投资者买盘扭转了早盘的跌势。机构投资者净买入1.36万亿韩元，而外国投资者和散户投资者则抛售股票。尽管美国半导体股票大幅下跌，投资者重新评估了对人工智能投资和芯片需求的担忧，但韩国综合股价指数仍出现反弹。分析师表示，受本周美国中期选举和就业报告的影响，市场波动可能持续。

SK海力士股价上涨3.81%至1472000韩元，三星电子股价上涨1.78%至229000韩元。

SK Square 宣布计划从 SK 海力士预计派发的超过 6.2 万亿韩元的现金股息中，至少向股东返还 4.3 万亿韩元，消息公布后，SK Square 股价上涨 5.91%，至 95 万韩元。

周五，英特尔股价下跌 28%，费城半导体指数下跌 7.2%，此前英特尔发布了低于分析师预期的季度营收预期，理由是个人电脑需求疲软以及内存价格上涨导致成本上升。

10 月份出口总额为 1153 亿美元，其中半导体出口同比增长 259.4%，达到 564 亿美元。

韩国创业板指数上涨1.38%，收于734.36点；韩元兑美元汇率收于1343.8，较前一交易日上涨9.5韩元。

发布于2026年11月2日下午3:55（韩国标准时间）

周一，首尔韩亚银行交易室的电子屏幕上显示着韩国综合股价指数（KOSPI）和韩国创业板指数（KOSDAQ）。基准KOSPI收于5859.08点，较前一交易日上涨2.24%；KOSDAQ收于734.36点，上涨1.38%。韩联社

周一，韩国综合股价指数(KOSPI)上涨超过2%，机构买盘帮助股市从早盘跌势中反弹，暂时消除了人们对人工智能(AI)投资盈利能力的担忧。

基准指数收于5859.08点，上涨2.24%。该指数开盘下跌1.62%，随后随着机构投资者加大买入力度而反弹。

机构投资者净买入 1.36 万亿韩元（10.1 亿美元）的股票，而外国投资者和散户投资者分别净卖出 430.9 亿韩元和 1.41 万亿韩元的股票。

SK海力士股价上涨3.81%，收于147.2万韩元；三星电子股价上涨1.78%，收于22.9万韩元。SK Square宣布计划将SK海力士预计派发的超过6.2万亿韩元的现金股息中的至少4.3万亿韩元返还给股东，其股价也上涨5.91%，收于95万韩元。

尽管美国半导体股周五（当地时间）遭遇重挫，英特尔股价暴跌 28%，费城半导体指数下跌 7.2%，但股市仍出现反弹。

大信证券分析师李京民表示，韩国股市已经消化了大部分坏消息。

据李先生称，投资者也在重新评估英特尔令人失望的财报所带来的影响。这家美国芯片制造商发布的季度营收预期低于分析师的预期，理由是内存价格飙升推高了成本，导致个人电脑需求疲软。这越来越被解读为个人电脑制造商利润率承压的信号，而非内存芯片需求暴跌的迹象。

韩国最新出口数据进一步支撑了这一趋势。根据周日公布的数据，10月份韩国出口总额达1153亿美元，其中半导体出口额同比增长259.4%，达到564亿美元。

中东地缘政治紧张局势缓和的迹象也提振了市场情绪，伊朗外交谈判取得进展，美国政府也发表了讲话。

不过，分析师警告称，由于投资者仍在关注美国主要科技公司在人工智能方面的支出回报，以及本周的美国中期选举和就业报告，市场波动可能会持续存在。

科技股为主的韩国创业板指数上涨1.38%，收于734.36点。

韩元兑美元汇率收于1美元兑1343.8韩元，较前一交易日上涨9.5韩元。