본문 바로가기

오늘의 경제

[오늘의 증시] 코스피 2700시대, 드디어 시작되는 반도체 슈퍼사이클 (2020.12.04)

The KOSPI broke through the 2700 line by breaking the highs every day, and the KOSDAQ continued to rise until just before it broke the previous high. This is the closing market for the domestic (Korea) stock market on December 4, 2020.

 

오늘의 증시 - 코스피 2700 시대 드디어 시작되는 반도체 슈퍼사이클

The reason why the KOSPI was able to surpass 2700 today is analyzed because DRAM prices are expected to rise as DRAM supply declined due to a power outage at Taiwan's Micron DRAM plant, and foreigners' buying trend increased as the won value surged.

 

2020년 12월 04일자 국내 지수 그래프

The KOSPI ended above the 2,700 line for the first time in history, with foreign buying inflows for four days in a row due to the strong electric and electronic industry due to concerns about a decline in DRAM supply and the surge in the value of the won.

 

By investor, foreigners consistently displayed a buying tax, while individuals and institutions showed a sell tax. By industry, steel and metals (+4.2%), pharmaceuticals (+4.0%), paper and wood (+2.9%), and electrical and electronics (+2.2%) showed strong performance.

 

코스닥 마감 시황 (KOSDAQ closing market)

The KOSDAQ rose 7 days in a row, led by pharmaceutical stocks, as a result of the increase in the Biotech index on the previous day and the inflow of both foreigners and individuals. Foreigners and individuals bought, institutions sold. By industry, distribution (+6.8%), pharmaceuticals (+1.6%), good companies (+1.3%), and communication equipment (+0.6%) were strong.

 

2020년 12월 04일 네이버 시장지표

 

The won was strong for four consecutive days, recording 1,084.00 won (-10.00 won, -0.91%), and the international oil price (WTI) rose to 45.64 (+0.8%) as OPEC+ production volume increased below expectations.

 

반도체 사이클 전망 (Forecast the semiconductor cycle)

There has been a steady prospect that the semiconductor cycle will begin, but this time there is a prediction that a supercycle will come. The semiconductor cycle means that the semiconductor industry's boom and depression appear periodically, and the cycle comes about every four years. The semiconductor cycle, which should begin earlier this year, was caught up in Corona 19. With the recent rise in DRAM prices, there is a high prospect that it will become a supercycle.


Today's stock market content was written based on the KRX stock market briefing and is provided in Korean and English. Because it was written using Google Translate, there may be some mistranslations.