The domestic stock market saw both the KOSPI and KOSDAQ decline on this day, dragged down by weakness in major semiconductor stocks. The bearish performance of U.S. semiconductor stocks weighed on investor sentiment, and profit-taking sell orders flowed into recently strong power equipment stocks, extending the correction.

On the afternoon of the 2nd, the KOSPI showed weakness as large-cap semiconductor stocks such as Samsung Electronics and SK Hynix declined. The KOSDAQ also displayed a sluggish trend as selling pressure continued, centered on growth stocks. As AI- and semiconductor-related sectors underwent a correction, power equipment stocks also recorded simultaneous declines.

Major power equipment stocks all showed downward movements on this day. Hyosung Heavy Industries traded at 3,552,000 won, down 166,000 won (4.46%) from the previous trading day, and HD Hyundai Electric fell by 3,100 won (3.06%) to record 98,100 won, slipping below the 1 million won mark.

The power equipment sector had maintained its strength on expectations of increased power demand driven by the expansion of AI data centers and expanded global investment in power transmission and distribution networks. However, on this day, short-term profit-taking sell orders emerged, compounded by deteriorating investor sentiment across the broader stock market.

Nevertheless, the market evaluates that the trend of expanding power infrastructure investment driven by the growth of the AI industry remains valid. The expansion of data centers, modernization of power grids, and increased demand for transformers and ultra-high-voltage power equipment are cited as medium- to long-term growth drivers for power equipment companies. Securities firms also analyze that while global tech and semiconductor sector trends may increase domestic stock market volatility in the short term, the structural growth outlook for the power equipment sector is maintained.

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