On the 2nd, during trading hours, domestic robot-related stocks showed a synchronized decline. This is analyzed as profit-taking sell-offs sweeping through recently surging growth stocks, as the overnight weakness of U.S. semiconductor stocks coincided with the softness of major domestic semiconductor large-cap stocks.

In the KOSPI and KOSDAQ markets on this day, large-cap semiconductor stocks such as Samsung Electronics and SK Hynix declined, dampening overall investor sentiment. Amid this atmosphere, smart factory, automation, and robot-related stocks also underwent a correction.

As of the afternoon session, the declines of major stocks were notable. Kohyoung expanded its losses, falling 8.77%, while Hurim Robotics traded at 7,560 won, down 520 won (6.44%) from the previous trading day. Eugene Robotics (-6.27%), Hyundai Movex (-6.09%), and Robotis (-5.96%) also failed to avoid successive weakness. Additionally, Rainbow Robotics recorded 493,000 won, down 26,000 won (5.01%), and Doosan Robotics fell to 85,600 won, down 3,700 won (4.14%).

The market assesses that the weakness of U.S. semiconductor stocks has contracted investor sentiment across domestic tech stocks broadly, leading to profit-taking sell-offs centered on AI and robot-related stocks that had recently seen significant gains.

However, the evaluation is that the mid- to long-term growth outlook for the robot industry remains valid. This is because expectations for the growth of the industrial and service robot markets persist, driven by the expansion of manufacturing automation, the advancement of AI technology, and increasing demand for logistics automation. The securities industry expects volatility in the short term due to global tech stock trends and changes in supply and demand, but projects that the trend of expanding investment in AI and robot industries will serve as a solid growth foundation for related companies over the mid to long term.

[※ This article was written with AI assistance. This article is not an investment recommendation, and the final decision and responsibility for investments lie with the investor.]