(LEAD) Seoul shares dip over 3 pct amid escalating AI woes

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SEOUL, Nov. 3 (Yonhap) -- South Korean stocks plunged more than 3 percent Tuesday, driven by heavy tech sell-offs amid escalating woes about massive artificial intelligence (AI) spending. The Korean won was trading higher against the U.S. dollar.

After opening 2.46 percent lower, the benchmark Korea Composite Stock Price Index (KOSPI) extended losses to close at 5,648.79, down 210.29 points, or 3.59 percent.

Trade volume was light at 192.4 million shares worth 14.1 trillion won (US$10.5 billion), with decliners beating gainers 656 to 220.

Foreigners and institutions were net sellers, offloading a net 1.5 trillion won and 511.7 billion won, respectively, while individuals scooped up a net 1.7 trillion won.

Overnight on Wall Street, tech and AI-related shares remained shaky, dragging down the Nasdaq Composite by 1.07 percent and the S&P 500 by 0.51 percent.

The PHLX chip index fell 3.4 percent, following a 7.2 percent plunge Friday.

Investors doubted the productivity and profitability from excessive spending on AI infrastructure, given some global tech companies' recent disappointing earnings reports.

They also remained cautious ahead of the start of voting in the U.S. midterm elections, where President Donald Trump's Republican Party is facing an uphill challenge to keep its majority in Congress.

"Concerns about profitability of AI investments persist," said Kim Seok-hwan, an analyst at Mirae Asset Securities. "A sharp drop in chip shares in the U.S. stock market on the first trading day of November weighed heavily on the Korean market."

Financial data is shown on a screen inside the dealing room of Hana Bank in central Seoul on Nov. 3, 2026. (Yonhap)

Semiconductor shares were the biggest losers.

Chip giant Samsung Electronics slumped 4.15 percent to 219,500 won, and SK hynix tumbled 5.03 percent to 1.4 million won.

SK Square, the parent of SK hynix, sank 5.37 percent to 899,000 won, and Samsung Electro-Mechanics, the electronic components unit of Samsung Electronics, lost 7.38 percent to 1.1 million won.

Leading internet portal operator Naver dipped 3.65 percent to 169,000 won, and its rival Kakao slid 3.03 percent to 28,800 won.

Oil refiners also fell as crude prices dropped sharply on hopes for a diplomatic solution in the Middle East. Industry leader SK Innovation plunged 9.36 percent to 119,100 won, and S-Oil dived 11.77 percent to 114,700 won.

The local currency was quoted at 1,341 won against the greenback as of 3:30 p.m., up 2.8 won from the close of the previous stock trading session.

(LEAD) Seoul shares dip over 3 pct amid escalating AI woes

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首尔，11月3日（韩联社）——受人工智能（AI）巨额支出引发的担忧加剧，科技股遭到抛售，韩国股市周二暴跌逾3%。韩元兑美元汇率走高。

韩国综合股价指数（KOSPI）开盘下跌 2.46%，随后跌幅扩大，最终收于 5,648.79 点，下跌 210.29 点，跌幅 3.59%。

交易量清淡，为 1.924 亿股，成交额为 14.1 万亿韩元（105 亿美元），下跌股票数量超过上涨股票数量，比例为 656 比 220。

外国人和机构是净卖方，分别净抛售了 1.5 万亿韩元和 5117 亿韩元，而个人则净买入了 1.7 万亿韩元。

隔夜华尔街，科技和人工智能相关股票依然疲软，拖累纳斯达克综合指数下跌 1.07%，标准普尔 500 指数下跌 0.51%。

费城证券交易所芯片指数下跌3.4%，此前该指数周五暴跌7.2%。

鉴于一些全球科技公司最近发布的盈利报告令人失望，投资者对在人工智能基础设施方面过度投入的生产力和盈利能力表示怀疑。

在即将到来的美国中期选举投票前，他们也保持谨慎态度。唐纳德·特朗普总统领导的共和党正面临着保住国会多数席位的艰巨挑战。

未来资产证券分析师金锡焕表示：“人们对人工智能投资盈利能力的担忧依然存在。11月首个交易日，美国股市芯片股大幅下跌，对韩国股市造成了沉重打击。”

2026年11月3日，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）

半导体股票跌幅最大。

芯片巨头三星电子股价下跌 4.15%，至 219,500 韩元；SK 海力士股价暴跌 5.03%，至 140 万韩元。

SK海力士的母公司SK Square股价下跌5.37%，至899,000韩元；三星电子的电子元件部门三星电机股价下跌7.38%，至110万韩元。

领先的互联网门户网站运营商Naver股价下跌3.65%至169,000韩元，其竞争对手Kakao股价下跌3.03%至28,800韩元。

由于市场对中东问题通过外交途径解决抱有希望，原油价格大幅下跌，炼油股也随之走低。行业领头羊SK Innovation股价暴跌9.36%，至119,100韩元；S-Oil股价暴跌11.77%，至114,700韩元。

截至下午 3:30，韩元兑美元汇率为 1,341 韩元，较前一交易日收盘价上涨 2.8 韩元。

（导语）受人工智能困境加剧影响，首尔股市下跌逾3%