규제악재
S.Korea Inflation Rebounds Above 3%, Pressuring BOK to Hike영어 원문
Aug inflation rebound supports back-to-back rate hikes, may weigh on EWY export competitiveness
첫날 -2.8% · 5일 후 +8.5%
규제악재
BOK Back-to-Back Hike Weighs on EWY Export Competitiveness영어 원문
Second straight BoK hike strengthens KRW, pressuring export-oriented tech earnings
첫날 +1.7% · 5일 후 -0.9%
이전 이벤트 12건›
애널리스트호재
Bernstein Sees Samsung HBM Revenue +80% QoQ, Bolstering EWY's Semi Chain영어 원문
Strong HBM export data suggests 3Q26 revenue surge, positive for EWY's top holdings
첫날 -2.6% · 5일 후 +4.2%
›전개 과정 2회
- 2026-08-24 HSBC, Goldman Sachs and others project strong HBM growth, reinforcing Korea's semiconductor supply chain position
- 2026-08-24 Strong HBM export data suggests 3Q26 revenue surge, positive for EWY's top holdings
M&A·자금조달호재
SK Hynix announces $28.6B share buyback영어 원문
Large buyback boosts Korean semiconductor sector, lifting EWY
첫날 +2.6% · 5일 후 +2.7%
M&A·자금조달호재
South Korea launches 5T won semiconductor materials fund영어 원문
State fund targets materials, components, fabless firms to boost chip self-sufficiency
첫날 -1.8% · 5일 후 +13.5%
애널리스트악재
Analyst Advises Selling Memory Stocks, Rotating to Optical영어 원문
Citrini analyst suggests short-term sell on memory (MU, SNDK, SKHY) and long optical, citing forced selling from Korean leveraged ETFs.
첫날 -1.8% · 5일 후 +13.5%
기업악재
SK Hynix, Samsung extend selloff as memory-chip rally questioned영어 원문
Samsung and SK Hynix fell sharply Monday, giving back part of Friday's rebound as investors locked in profits.
첫날 -6.0% · 5일 후 +13.0%
›전개 과정 4회
- 2026-07-28 Record memory-chip earnings fail to calm investors, sharply cutting AI premium
- 2026-07-30 SK Hynix Q2 report relatively disappointing; stock dipped to $114 overnight, recovered to $129 this morning; Samsung & SK Hynix ~45% of EWY
- 2026-08-01 BofA reports DRAM prices at record highs of ~$35-40 after a strong rally, contrasting with recent stock declines.
- 2026-08-03 Samsung and SK Hynix fell sharply Monday, giving back part of Friday's rebound as investors locked in profits.
기타악재
KOSPI Plunges from June Record 9,410 to 5,817; EWY Down 35% from Last Month's High영어 원문
KOSPI fell to 6,263 on Monday, erasing Friday's gains as Samsung and SK Hynix resumed decline, indicating weak rebound.
첫날 +11.8% · 5일 후 +1.8%
›전개 과정 3회
- 2026-07-30 KOSPI among worst global performers; EWY down 30% in just over a month, -35% from highs, touched under $137 overnight
- 2026-07-30 KOSPI fell from June high 9,410 to 5,817; EWY down 35% from monthly high; AI-chip trade crowded
- 2026-08-03 KOSPI fell to 6,263 on Monday, erasing Friday's gains as Samsung and SK Hynix resumed decline, indicating weak rebound.
기타악재
South Korea Kospi Plunges 5.2%, Samsung and SK Hynix Drop Over 8%영어 원문
SK Hynix -4% below IPO price; Kospi off YTD high, technical breakdown confirmed
첫날 -6.3% · 5일 후 -3.6%
›전개 과정 2회
- 2026-07-24 Memory names lead decline, dragging EWY and tech sector
- 2026-07-28 SK Hynix -4% below IPO price; Kospi off YTD high, technical breakdown confirmed
규제악재
S.Korea may cap retail leveraged single-stock ETF investments영어 원문
Top regulator said Tuesday it would consider a cap if needed, per local media
첫날 -1.1% · 5일 후 -0.6%
›전개 과정 2회
- 2026-07-27 Top regulator says will consider cap if needed, affecting retail leverage tools
- 2026-07-27 Top regulator said Tuesday it would consider a cap if needed, per local media
M&A·자금조달호재
South Korea ETF Records Largest Weekly Inflow in History영어 원문
Over $2.8B inflow last week, largest ever, extending prior record trend
첫날 +6.2% · 5일 후 -12.4%
›전개 과정 3회
- 2026-07-21 Hedgeye data shows EWY's weekly inflow hits all-time high, resonating with prior consecutive inflows
- 2026-07-21 Inflows exceeded $2.8B last week, surpassing prior record by $1.6B, confirmed by multiple sources
- 2026-07-25 Over $2.8B inflow last week, largest ever, extending prior record trend
애널리스트호재
Morgan Stanley and Mizuho raise memory and server CPU demand forecasts영어 원문
Lisa Su says Helios rack delivers 15% more compute, 50% more HBM4 memory
첫날 +0.2% · 5일 후 -1.0%
›전개 과정 2회
- 2026-07-19 Vera CPU boosts DRAM demand, server CPU shipments seen at 50M units by 2027
- 2026-07-24 Lisa Su says Helios rack delivers 15% more compute, 50% more HBM4 memory
M&A·자금조달호재
South Korea ETF sees record inflows twice this week영어 원문
EWY saw $3.0B inflows last week, ranking second among ETFs, extending recent record trend.
첫날 -0.5% · 5일 후 +0.3%
›전개 과정 3회
- 2026-07-17 Tue $814M, Wed $1.1B; investors use EWY as memory proxy
- 2026-07-17 Contrast of weekly inflows with 30% drawdown; 5% off lows, put spreads still favored
- 2026-07-19 EWY saw $3.0B inflows last week, ranking second among ETFs, extending recent record trend.
규제악재
Over 1.2M Korean Leveraged Accounts Trigger Margin Calls영어 원문
Korea FSS data shows cumulative 1.2M+ leveraged accounts triggered margin calls by Jul 13, affecting ~320K-360K accounts
첫날 +5.3% · 5일 후 -2.3%
관련 소식 · 이 종목은 주체가 아님
관련실적
Goldman’s Micron revenue calls jump to $130.9B in FY2026 and $276.0B in FY2028영어 원문
The latest social-media signal points to a much more aggressive Goldman Sachs revenue path for Micron, keeping HBM and DRAM supply tightness in focus.
첫날 -6.6% · 5일 후 +7.3%
방향별 정리 · 원문 링크
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