Since September, the recovery in global technology stocks has driven the impressive performance of Korean semiconductor-related ETFs, but as stock prices have rebounded, individual investors have chosen to make profit settlements, and related products have experienced large-scale net sales. Looking ahead to the future market, institutions have a positive attitude towards the technology sector's future market as a whole, believing that the computing infrastructure boom will drive or exceed expectations for storage demand; however, there are also institutions that warn that external factors such as high interest rates on US bonds are still risk points that cannot be ignored by the market. However, in stark contrast to the impressive earnings performance, individual investors in South Korea showed an overall net sales trend for this type of product. According to the data, between September 1 and September 7, KODEX SK Hynix's single-product leveraged individual net sales reached 94.3 billion won, ranking third among ETFs in the entire market; products such as KODEX semiconductor leverage and TIGER semiconductor TOP10 also experienced net outflows of 52.3 billion won and 50.1 billion won, respectively. In response, market participants analyzed that the phased rebound in stock prices triggered individual investors' demand for profit settlement. Investors took this opportunity to redeem their profits, leading to a reverse outflow of capital.

Zhitongcaijing · 1d ago
Since September, the recovery in global technology stocks has driven the impressive performance of Korean semiconductor-related ETFs, but as stock prices have rebounded, individual investors have chosen to make profit settlements, and related products have experienced large-scale net sales. Looking ahead to the future market, institutions have a positive attitude towards the technology sector's future market as a whole, believing that the computing infrastructure boom will drive or exceed expectations for storage demand; however, there are also institutions that warn that external factors such as high interest rates on US bonds are still risk points that cannot be ignored by the market. However, in stark contrast to the impressive earnings performance, individual investors in South Korea showed an overall net sales trend for this type of product. According to the data, between September 1 and September 7, KODEX SK Hynix's single-product leveraged individual net sales reached 94.3 billion won, ranking third among ETFs in the entire market; products such as KODEX semiconductor leverage and TIGER semiconductor TOP10 also experienced net outflows of 52.3 billion won and 50.1 billion won, respectively. In response, market participants analyzed that the phased rebound in stock prices triggered individual investors' demand for profit settlement. Investors took this opportunity to redeem their profits, leading to a reverse outflow of capital.