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CNBC AI · 2026/7/31 03:47:31
South Korea's 'bipolar' stock market: meltdowns, a record rally and what's to come

South Korea's 'bipolar' stock market: meltdowns, a record rally and what's to come

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韩国股市最近玩起了“过山车”,一周内从暴跌熔断直接拉升至创纪录大涨,堪称“冰火两重天”。这轮疯狂反转的直接导火索,是美国科技巨头微软、亚马逊和Meta的超预期财报,带动隔夜美股科技股暴涨,给全球投资者打了一针强心剂。此前市场还在担忧经济衰退和AI泡沫破裂,恐慌情绪让韩股一度单日大跌超5%,转眼间又因为科技股的强劲盈利预期被彻底点燃,上演史上最强单日反弹。 对普通投资者来说,这波行情提醒大家,当前全球股市情绪极度敏感,一条财报数据就能让市场风向瞬间逆转。别被单日暴涨暴跌冲昏头脑,短期波动背后反映的是对AI产业前景的分歧。普通人关注自己的养老金、基金定投时,不妨多留意美股科技巨头的业绩表现,它们已成为全球股市的“总开关”。保持长线心态,别在情绪最极端时追涨杀跌,才能在这场过山车行情中稳住收益。
Skip NavigationMarketsPre-MarketsU.S. MarketsEurope MarketsChina MarketsAsia MarketsWorld MarketsCurrenciesPrediction MarketsCryptocurrencyFutures & CommoditiesBondsFunds & ETFsBusinessEconomyFinanceHealth & ScienceMediaReal EstateEnergyClimateTransportationInvestigationsIndustrialsRetailWealthSportsLifeSmall BusinessInvestingPersonal FinanceFintechFinancial AdvisorsOptions ActionETF StreetBuffett ArchiveEarningsTrader TalkTechCybersecurityAIEnterpriseInternetMediaMobileSocial MediaCNBC Disruptor 50Tech GuidePolitics & PolicyWhite HousePolicyDefenseCongressExpanding OpportunityEurope PoliticsChina PoliticsAsia PoliticsWorld PoliticsVideoLatest VideoFull EpisodesLivestreamTop VideoLive AudioEurope TVAsia TVCNBC PodcastsCEO InterviewsDigital OriginalsWatchlistInvesting ClubTrust PortfolioAnalysisTrade AlertsMeeting VideosHomestretchJim's ColumnsEducationSubscribePROPro NewsJosh BrownMike SantoliCalls of the DayMy PortfolioLivestreamFull EpisodesStock ScreenerMarket ForecastOptions InvestingChart InvestingSubscribeLivestreamMenuMake ItselectUSAINTLLivestreamSearch quotes, news & videosLivestreamWatchlistSIGN INCreate free accountMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenu (function() { const userMembershipOnLastVisit = localStorage.getItem("cnbcMeta__cachedUserMembership"); if (!userMembershipOnLastVisit) { // If no user membership is stored, user is likely not logged in. // These users will typically see the banner. return; } const { isPro, isInvestingClubUser } = JSON.parse(userMembershipOnLastVisit); if (!(isPro || isInvestingClubUser)) { // We’re rendering the top banner for users who are not pro or investing club members. return; } // Hide the banner for pro and investing club users. const style = document.createElement("style"); style.id = "top-banner-placeholder-style"; style.innerHTML = "[data-top-banner-placeholder] { display: none; }"; document.head.appendChild(style); })() Asia MarketsSouth Korea's 'bipolar' stock market: meltdowns, a record rally and what's to comePublished Thu, Jul 30 202611:47 PM EDTLee Ying Shan@in/ying-shan-lee@LeeYingshanWATCH LIVEKey PointsSouth Korea's stock market staged its sharpest reversal on record on Friday, capping a month of wild swings.The benchmark Kospi was on track for its largest one-day jump, data from LSEG showed.The rebound followed a powerful overnight rally in U.S. technology stocks after upbeat earnings from Microsoft, Amazon and Meta.TOPSHOT - Currency dealers monitor exchange rates in a foreign exchange dealing room at the Hana Bank headquarters in Seoul on February 2, 2026. South Korea's benchmark index Kospi tumbled more than five percent on February 2, in line with a sell-off across Asian markets amid fresh worries about an AI-fuelled tech rally that has sparked fears of a bubble in the sector. (Photo by Jung Yeon-je / AFP via Getty Images)Jung Yeon-je | Afp | Getty ImagesSouth Korea's stock market staged its sharpest reversal on record on Friday, capping a month of wild swings that underscored how tightly the country's equity market has become tied to the global artificial intelligence trade.The benchmark Kospi surged 14%, on track for its largest one-day jump, data from LSEG showed. SK Hynix similarly saw a record rebound, while Samsung Electronics soared. "The Korean stock market has been trading as if it has bipolar disorder, swinging from panic to euphoria almost overnight," said Jung In Yun of Fibonacci Asset Management. "Today's move looks like a violent reversal of an extremely crowded selloff."The rebound followed a powerful overnight rally in U.S. technology stocks after upbeat earnings from Microsoft, Amazon and Meta reinforced expectations that spending on artificial intelligence infra
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