The KOSPI surged more than 8% in early trading on the 12th, reclaiming the 8000 mark. Large-cap semiconductor stocks, including Samsung Electronics and SK Hynix, showed a strong upward trend, driving the index's rebound.

On this day, the KOSPI traded around the 8120 level, up 8.05% from the previous trading day, indicating a steep upward trend. It is escaping the recent period of extreme volatility, showing a rapid recovery in investor sentiment.

This strength in the domestic stock market comes in tandem with the overnight surge in the New York Stock Exchange. Buoyed by expectations of easing tensions in the Middle East, the Dow Jones Industrial Average closed up 1.86%, the S&P 500 rose 1.75%, and the Nasdaq Composite gained 2.54%. The market focused on U.S. President Donald Trump's mention of the possibility of an agreement to end the war with Iran. While military tensions between the U.S. and Iran have acted as a source of anxiety in the global financial markets, the highlighting of the possibility of a diplomatic resolution has revived the preference for risk assets and alleviated investors' fears of an all-out war and burdens regarding the global economy.

In the domestic stock market, buying spread centering on semiconductor and artificial intelligence (AI)-related stocks. Buying by foreigners and institutions concentrated on top market capitalization stocks like Samsung Electronics and SK Hynix. As expectations for expanded global AI investment and increased demand for High Bandwidth Memory (HBM) continued, the strength of U.S. tech stocks had a positive impact on the overall domestic semiconductor sector. The strength of these two stocks extended the effect of improved investor sentiment to the overall electronics, IT, and equipment industries.

The securities industry analyzed that three factors worked simultaneously to drive the strong rebound in the domestic stock market: ▲ the strength of the U.S. stock market, ▲ expectations for reduced Middle East risks, and ▲ AI industry growth. In particular, Samsung Electronics and SK Hynix are evaluated as the biggest beneficiaries of the expansion of global AI infrastructure investment.

A market official said, "The KOSPI recorded a surge of more than 8%, recovering the 8000 mark in one fell swoop," adding, "If foreign buying centered on large-cap semiconductor stocks continues, further attempts to rise will be possible."

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