00:02You're listening to AI PRISM from Seoul Economic Daily.
00:06If you're holding Samsung Electronics or SK Hynix right now,
00:10last week deserves your full attention.
00:13The two stocks just posted their worst weekly drop
00:16since the 2008 financial crisis.
00:19Chip equipment stocks that were up over 40% earlier this month
00:23cratered more than 20% in the same five days.
00:27Foreign investors sold off more than 11 trillion won,
00:30while individual investors quietly bought the dip.
00:33And gold is making a comeback in Korean portfolios.
00:37It's Monday, October 19th.
00:39Let's look at what this means for retail investors in Korea.
00:43Samsung Electronics and SK Hynix tumbled after China's CXMT
00:47signaled a leap forward in next-generation DRAM technology.
00:51Tesla's Elon Musk added to the pressure,
00:54warning that China will flood the market with memory chips within a few years.
00:58A hotter-than-expected U.S. inflation report
01:01also revived fears of further rate hikes,
01:04pushing investors out of risk assets broadly.
01:06Here's what the numbers show.
01:08Samsung Electronics and SK Hynix fell 17.75%
01:13and 24.33% over five trading days,
01:17from October 12th to 16th.
01:19Chip equipment makers UGentech and LB Semicon dropped 25.35% and 22.09%,
01:27a sharp reversal from gains of over 40% just two weeks earlier.
01:32Foreign investors net sold 11.24 trillion won,
01:36or about $8.4 billion, on the main board that week,
01:41up roughly 74% from the week before.
01:43Individual investors net bought 4.31 trillion won,
01:48about $3.2 billion,
01:50but that wasn't enough to offset the foreign exodus.
01:53Gold banking holdings at three major Korean banks
01:56climbed to 9,184 kilograms this month,
02:00recovering from a July low of 9,082 kilograms.
02:04KRX Gold now trades around 179,200 won,
02:09or about $134 per gram,
02:12down 33.6% from January's peak of 269,810 won,
02:19or about $201.
02:21So what does this mean for retail investors holding Korean stocks?
02:24Earlier, we said gold was quietly making a comeback.
02:28Here's what that actually means for you.
02:30It's a diversification option while chip volatility continues,
02:34not a trade to chase.
02:36Watch the Bank of Korea's rate decision on October 22nd.
02:39A hold keeps the door open for a November hike
02:42that could pressure risk assets further.
02:44Watch whether foreign investors keep selling into next week.
02:48A reversal would be the clearest sign this chip sell-off has bottomed.
02:52And none of this is a call to buy or sell
02:54Samsung Electronics or SK Hynix shares.
02:57That's today's AI Prism, retail investors.
03:01This episode was produced with AI Assistants
03:03based on Seoul Economic Daily reporting
03:05and reviewed by a human editor.
03:08AI Prism is a Juan Ifra award-winning series.
03:11We'll be back tomorrow.
03:12You've been listening to AI Prism from Seoul Economic Daily.
03:16Bye.але...
03:16... ...
03:16Bye.
03:18Bye.
03:18Bye.
03:19Bye.
03:19다음 영상에서 만나요.
