00:15다음 영상에서 만나요
00:30Here's what's actually behind the drop and what to watch next
00:33It's Tuesday, September 29th
00:35Let's look at what this means for retail investors in Korea
00:39Korean markets reopened after the Chuseok holiday
00:42to a wall of bad news that had built up while trading was closed
00:46U.S. Treasury yields spiked to their highest levels in nearly two decades
00:51and oil prices climbed back toward $100 a barrel on Middle East tensions
00:56Both pushed global risk appetite lower
00:59just as Korea's biggest chipmakers were due to report strong earnings
01:03Here's what the numbers show
01:05The Kospi closed at 6,889.74
01:10down 191.18 points or 2.70% on Monday
01:17Samsung Electronics fell 5.43% to 270,000 won
01:23or about $198, while SK Hynix dropped 5.05% to 1,768,000 won
01:32or about $1,295
01:36Foreign investors sold 3.24 trillion won
01:40or about $2.4 billion of Korean stocks
01:43led by SK Hynix and Samsung Electronics
01:47Individual investors bought 2.61 trillion won
01:51or about $1.9 billion net
01:54cushioning the overall decline
01:56Monthly trading turnover fell to 0.50% this month
02:01the lowest reading of the year
02:03and down from March's 1.74% peak
02:06Samsung Electromechanics, an AI parts supplier
02:10still reported a projected 2.3 times jump
02:14in third-quarter profit despite the weaker dollar
02:17a sign not every stock is moving with the index
02:20So what does this mean for retail investors
02:22holding Korean stocks or ETFs?
02:25Earlier, we said Samsung Electronics and SK Hynix
02:29both dropped more than 5%
02:32That's a market-wide reaction to global rates
02:34not a change in either company's actual business
02:37since Samsung Electromechanics reported stronger
02:40AI-linked earnings the very same day
02:43If you're holding a Korea ETF or these individual names
02:47know that the drop tracks bond yields and oil prices
02:50more than anything specific to the companies
02:53and this isn't a signal to buy or sell either way
02:56Watch three things
02:58Wednesday's U.S. personal consumption expenditures inflation data
03:02Micron's earnings release
03:04and whether Korean trading volume picks up from its current yearly low
03:08That's today's AI Prism
03:10Retail Investors
03:12This episode was produced with AI assistance
03:15based on Seoul Economic Daily reporting
03:17and reviewed by a human editor
03:19AI Prism is a Juan Ifra award-winning series
03:23We'll be back tomorrow
03:25You've been listening to AI Prism
03:27from Seoul Economic Daily
03:32You've been listening to AI Prism from Seoul Economic Daily
