KOSPI at Record Highs — But Only Two Stocks Are Driving It | May 28 2026 [TYT8YvdNFLt]

The KOSPI touched 8,457 intraday on May 27 — but nine out of ten stocks fell on the same day. Samsung Electronics and SK Hynix now make up more than half the entire index, creating a concentration risk every Korea ETF holder needs to understand. In today's AI PRISM: Retail Investors, we unpack the semiconductor-driven rally, the launch of single-stock leveraged ETFs and their 10.4 trillion won trading day, rising margin loan balances now at 36.25 trillion won (roughly 24 billion dollars), and what Korea's frozen household loan cap means for asset prices in the second half of 2026. Sources: • Semiconductors Alone Are Running — Nine of Ten KOSPI Stocks Fell Even as Index Hit Record — Seoul Economic Daily, May 27, 2026 • Big Two Leveraged ETFs Draw Massive Volume on Launch Day, SK Hynix Joins 1 Trillion Dollar Club — Seoul Economic Daily, May 27, 2026 • Micron Surges to 1 Trillion Dollar Market Cap, Plans 200 Billion Dollar U.S. Investment — Seoul Economic Daily, May 27, 2026 • Margin Loan Warning — Brokerages Tighten Leverage Controls — Seoul Economic Daily, May 27, 2026 • Nominal GDP Growth Heading to 10 Percent, But Household Loan Cap Stays Fixed — Seoul Economic Daily, May 27, 2026 About AI PRISM: AI PRISM is Seoul Economic Daily's WAN-IFRA award-winning newsroom AI series, delivering Korean economic news adapted for global audiences. Episodes are produced with AI assistance and reviewed by a human editor. Tags: #KoreanStocks #KOSPI #EWY #SamsungElectronics #SKHynix #KoreaInvesting #AIPRISM #SeoulEconomicDaily #WANIFRA #HBM #KoreaETF #MarginLoans