The Korea Composite Stock Price Index (KOSPI), where the prevailing view is that a correction is inevitable, continued to rise, supported by the rise in Samsung Electronics. Whether KOSPI will rise to 3000 or not depends on Sam.
The prevailing opinion is that this will depend on whether semiconductor stocks, including Electronics Co., Ltd., will lead the way. According to Market Point, on the 2nd, KOSPI on this day was 14.53 points higher than the previous trading day.
The stock closed at 2,669.81, up 0.55%. On the first trading day of the new year, the stock market opened at 10 a.m., an hour later than usual. KO continued to rise for 9 consecutive weeks at the end of the year
The SPI fell in early trading reflecting concerns about overheating, but it turned upward as semiconductor stocks, which lead the overall KOSPI, showed an upward trend.
Samsung Electronics' price rose to 79,800 won during trading on the day, setting a new 52-week high. only last month
If Samsung Electronics, which has increased by 7.83%, reaches the 80,000 won level, the stock price will recover to 80,000 won for the first time in two years from December 28, 2021.
As it becomes clear that the semiconductor industry is improving, foreign investors continue to buy Samsung Electronics. foreigner
Last year, investors made a net purchase of 16,734 billion won (approximately 1,800 billion yen) in Samsung Electronics, the largest net purchase ever, and on this day they also sold 180 billion won (approximately 19.5 billion yen).
), which supported the rise in stock prices. Last month's semiconductor exports increased by 21.8% compared to the same month last year, showing a clear recovery trend. Plus Computer Express Link (CXL)
This move also pushed up stock prices. CXL efficiently connects products of different models for applications that require high-performance computing such as artificial intelligence (AI), machine learning, and big data.
It is a next-generation interface that can be used. Intel plans to release the first CPU 5th generation Zeon processor that complies with the CXL standard in the first half of this year, and if the CXL market develops, Samsung Electronics
This reflects expectations that the company's earnings will improve even more quickly. According to market research firm Yoru Intelligence, the global CXL market will be worth $15 billion (approximately 2.1 trillion yen) in 2028.
It is expected to reach . Samsung Electronics is focusing on technological development to stay ahead of the next-generation memory market. Samsung Electronics recently filed four patents related to CXL, and is the first company in the industry to do so.
We successfully verified the operation of CXL memory with Red Hat, a company with global dominance in industrial Linux. Jung MIN-GYU, a researcher at Sansangin Securities, said, ``In the second half of the year, smartphones and
The amount of memory installed in devices such as smart PCs is expected to increase, and the launch and increased sales of high value-added products such as high bandwidth memory (HBM) and CXL will also have an impact on improving business results.
I think it's ``deaf''. Some believe that the outlook for the stock market this year will depend on whether semiconductor stocks, including Samsung Electronics, rise further. Lee Eun Chan of High Investment Securities
The researcher predicts, ``If semiconductor-related industries rise further, KOSPI will approach the 3000 mark.''
2024/01/03 07:06 KST
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