月曜日の韓国株式市場は、米イラン和平合意の破綻に対する懸念が高まる中、半導体関連株の上昇を追い風に史上最高値を更新して取引を開始した。
ベンチマークとなるKOSPI指数は、前週末比277.31ポイント（3.7%）高の7,775.31で寄り付き、一時7,800を突破した後、午前9時15分時点では3.54%高の7,763.27となった。
サムスン電子は5.21%上昇し、SKハイニックスは8.54%急伸した。これは、マイクロンが15.49%高、AMDが11.44%高となった金曜日のウォール街の上昇基調を追随したものだ。
韓国取引所は、KOSPI 200先物が5%以上上昇したことを受け、午前9時29分に5分間の買いサイドカー（プログラム売買の効力停止）を発動した。ウォン相場は前セッションから3.8ウォン高の1ドル＝1,467.9ウォンで推移した。
X上の初期の反応では、米イラン間の緊張が高まる中、半導体株の上昇がKOSPIの史上最高値更新を牽引したことが強調されており、アジア市場のまちまちな動きや、ハイテク輸出全般に見られる強気なモメンタムについても言及されている。
KOSPI opened at a fresh high today, driven by a rally in the semiconductor sector. This surge comes amidst ongoing concerns regarding the breakdown of a peace deal.
— Markets News (@MarketsDotNews) 2026年5月11日
Nikkei and KOSPI just ripped to fresh all-time highs on the open: +1% and +3.95%. That’s one of the strongest Asian starts we’ve seen in a while.
— Nova (@NovaXSpace) 2026年5月11日
What matters: this isn’t random noise. Japan’s finally shaking off the yen drag and Korea’s riding the export/tech wave hard. It’s… pic.twitter.com/aX9Wa6FVdR
Mixed start to Asia-Pac trade as the region reflects on last Friday's tech rally and NFP beat, as well as the latest geopolitical developments with US President Trump rejecting Iran's response to the peace proposal: ASX 200 (-0.8%), Nikkei 225 (+0.9%), KOSPI (+3.8%)
— Newsquawk (@Newsquawk) 2026年5月11日
Korean stocks opened at a fresh record high Monday, easily breaching the 7,700-point mark, boosted by an extended rally of blue chip semiconductor shares, despite woes over the U.S.-Iran peace deal at the risk of rupture.https://t.co/XzMlCli59e
— The Korea Times (@koreatimescokr) 2026年5月11日
MIXED START TO ASIA-PAC TRADE AS THE REGION REFLECTS ON LAST FRIDAY'S TECH RALLY AND NFP BEAT, AS WELL AS THE LATEST GEOPOLITICAL DEVELOPMENTS WITH US PRESIDENT TRUMP REJECTING IRAN'S RESPONSE TO THE PEACE PROPOSAL: ASX 200 (-0.8%), NIKKEI 225 (+0.9%), KOSPI (+3.8%) ...
— MarketNewsFeed (@MarketNews_Feed) 2026年5月11日
AIによるレポート AIによって生成された画像
South Korean stocks opened at a fresh record high on Thursday, driven by hopes for a US-Iran peace deal and continued gains in chipmakers.
South Korean stocks opened at a record high Thursday, with the KOSPI benchmark nearing 6,500 points, driven by large-cap tech gains and the United States' indefinite extension of its ceasefire with Iran. U.S. President Donald Trump announced the decision following stalled peace talks. The index marked new records for the third consecutive session.
AIによるレポート
Seoul stocks opened Thursday at a fresh high above 6,700, driven by solid chip demand expectations following strong first-quarter earnings from Samsung Electronics and U.S. big tech firms. The benchmark KOSPI rose as high as 6,739.39 at the opening bell before adding 19.51 points, or 0.29%, to 6,710.41 as of 9:15 a.m. The index had closed at a new peak of 6,690.90 the previous day, marking three straight days of gains.
South Korean stocks opened sharply higher Tuesday amid revived hopes for US-Iran peace talks after a US naval blockade of the Strait of Hormuz. The benchmark KOSPI surged 2.61% to 5,960 at open, while the won strengthened to 1,478.8 per dollar, up 10.5 won.
AIによるレポート
South Korean stocks closed higher for the second straight session as investors hunted bargains amid volatility from the U.S.-Iran war. The Korea Composite Stock Price Index (KOSPI) rose 77.36 points, or 1.4 percent, to 5,609.95. The Korean won strengthened 2.7 won against the U.S. dollar to 1,466.5.
South Korean stocks pared early losses to close nearly unchanged on Friday amid the ongoing Middle East crisis stemming from the Iran conflict. The KOSPI index ended at 5,584.87, up 0.02 percent, while the won weakened against the U.S. dollar. Autos and defense shares led the gains.
AIによるレポート
Seoul shares closed higher by 1.4 percent on optimism over upcoming U.S.-Iran ceasefire negotiations following a two-week Middle East truce. The KOSPI ended at 5,858.87, extending weekly gains to nearly 9 percent despite lingering geopolitical concerns. Investor sentiment improved amid positive regional developments.