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Seoul Stocks Set Record Close as AI Chip Rally Persists, Tariff Threat Blunts Gains

Heavy turnover featured strong retail inflows versus net selling by foreigners plus institutions.

Overview

  • KOSPI rose 0.06% to 5,224.3 for a fourth straight gain after touching 5,321.68 intraday, setting a new record close.
  • Chipmakers stayed in focus on AI demand, with SK hynix up 5.57% to a record 909,000 won while Samsung Electronics slipped 0.12%.
  • Momentum followed record results and a bullish HBM outlook from Samsung Electronics and SK hynix reported earlier in the week.
  • President Trump’s vow to restore 25% reciprocal tariffs on South Korea weighed on sentiment, and auto shares were weaker during the session.
  • The won strengthened to 1,432.1 per dollar early before easing to 1,439.5 by mid-afternoon, and retail net buying offset foreign and institutional selling.