On the 18th, electrical and cable-related stocks showed a clear trend of differentiation by individual stock during the trading session. The U.S. Federal Reserve's (Fed) decision to hold its benchmark interest rate steady, combined with expectations for expanded power infrastructure investment, led to concentrated buying in some cable stocks, while profit-taking sell-offs flowed into stocks that had recently posted large gains, resulting in a mixed performance.

As of the morning of that day, Gaon Lines surged 16.72% from the previous trading day to trade at 398,000 won, showing the strongest upward momentum among cable stocks. During the session, it soared as high as 433,000 won, attracting investor attention. Daewon Cable also gained 6.24% to record 13,100 won, continuing its strong run, while Daewon Cable Preferred also rose more than 12%, exhibiting high volatility.

On the other hand, Daehan Cable traded 3.52% lower at 39,700 won, with profit-taking sell-offs emerging. Iljin Electric also recorded a slight decline. Rather than the cable stock sector as a whole moving in one direction, a stock-specific market trend unfolded.

The market cites the expansion of artificial intelligence (AI) data centers and growing demand for power grid construction as mid- to long-term growth drivers for the cable and power equipment sector. In particular, some analysts say that expectations for increased investment in extra-high voltage cables and transmission and distribution equipment are boosting the investment appeal of related stocks. Additionally, the Fed's decision to freeze its benchmark interest rate at the Federal Open Market Committee (FOMC) meeting on the 17th (local time), which partially eased uncertainty in global financial markets, is interpreted to have contributed to improved investor sentiment.

However, as the Fed maintains a cautious stance on future monetary policy, the market continues to monitor the interest rate path and economic trends. The securities industry evaluates that rising power demand and expanded power infrastructure investment could serve as factors for long-term industry improvement, but also sees that supply-demand-driven volatility could expand in the short term. In particular, given that cable stocks have seen significant price increases recently, differentiation is expected to become even more pronounced depending on individual stock performance and order achievements.

[※ This article was written with the assistance of AI. Investment decisions are the responsibility of the investor, and the content included in this article may change depending on market conditions.]