00:14다음 영상에서 만나요
00:30It's Monday, July 20th. Here's what today's story could mean for the Korean market.
00:36Semiconductor Equipment and Materials, ETFs, swept last week's return rankings as money rotated out of Samsung Electronics and SK Hynix.
00:47Both chip giants pulled back sharply after a rapid run-up, while smaller supply chain names surged.
00:54This votation comes just days before Korea's second quarter GDP release. Here's what the numbers show.
01:02Seoul Semiconductor FromTend Process returned 29.11% last week, leading a top-five sweep of chip equipment ETFs,
01:15while Samsung Electronics fell 8.27% and SK Hynix dropped 15.7% over the same nine trading days.
01:25Individual equipment names moved even harder.
01:30WANIC IPS surged 34.1% and PSK Inc. gained 28.3%.
01:39The Bank of Korea releases its second quarter GDP estimate on July 23rd,
01:46after first quarter growth surprised at 1.8%, the fastest pace since late 2020.
01:53A UANTA analyst said earnings upgrades remain concentrated in IT and chips,
02:00and expects the equipment rotation to continue if leverage ETF regulation and COSDAC policy ease the current crowding.
02:10Separately, retirement account investors who bought semiconductor ETFs in March are sitting on 52% gains,
02:19while May and June buyers of the same funds are down 26% to 27%,
02:27a stark reminder of entry-timing risk.
02:31This is not a call to buy or sell any specific name.
02:35It's simply this week's data on where money is actually moving.
02:41So what does this mean for traders positioning into Thursday?
02:45Earlier, we said equipment names are absorbing the rotation out of chip giants.
02:52Here's what that actually means for you.
02:55Watch whether WANIC IPS, PSK and similar supply chain names hold their gains into GDP day,
03:04or whether profit-taking hits the whole chip complex together.
03:08A stronger-than-expected GDP print could reinforce the case for another rate hike,
03:15adding volatility risk across the board.
03:18Keep position sizing conservative into Thursday,
03:22given how sharply entry timing has already separated winners from losers this quarter.
03:29That's today's AI PRISM, stock investors.
03:33This episode was produced with AI Assistance based on Seoul Economic Daily reporting
03:40and reviewed by a human editor.
03:43AI PRISM is a WAN IFRA award-winning series.
03:47We'll be back tomorrow.
03:48You've been listening to AI PRISM from Seoul Economic Daily.
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