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KOSPI Poised for Rebound as US Markets Stabilize and Tech Stocks Rally

Electronic Technology · Semiconductors · yonhap_finance · 2026-09-02

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Following a sharp decline in the previous session, the KOSPI is expected to recover as US Treasury yields stabilize and major tech stocks rebound.

What Happened

US Market Recovery: US stock indices closed higher as the rapid surge in Treasury yields paused, providing relief to investors. AI-related stocks, led by Dell and Nvidia, played a significant role in driving the market upward.

Domestic Market Performance: The KOSPI suffered a 3.99% drop in the previous session, closing at 6,562.72 due to heavy selling pressure from foreign and institutional investors. Major semiconductor firms like Samsung Electronics and SK Hynix were among the hardest hit.

Economic Indicators: US private sector employment for August came in below expectations, signaling a potential cooling in the labor market. While the 10-year Treasury yield hit a session high, it eventually retreated, helping to alleviate some market uncertainty.

Market Outlook: Analysts anticipate a technical rebound for the KOSPI, driven by bargain hunting after the recent sell-off and positive sentiment from the US. However, investors remain cautious due to mixed earnings guidance from companies like Broadcom.

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