5月27日の韓国株式市場は、半導体関連株の上昇に牽引され、過去最高値で取引を終えた。
5月27日のKOSPI指数は前日比181.19ポイント（2.25％）高の8,288.7となり、過去最高値を記録した。取引時間中には一時8,457.09まで上昇した。
サムスン電子は2.68％高の30万7,000ウォン、SKハイニックスは9.31％急騰して224万ウォンとなり、時価総額が1,500兆ウォンを超えた韓国で2社目の企業となった。
米ウォール街では前夜、S&P 500種株価指数とナスダック総合株価指数が終値ベースで過去最高値を更新し、マイクロン・テクノロジーは19％急騰して時価総額が初めて1兆ドルに達した。
未来アセット証券のアナリストであるキム・ソクファン氏は「2大半導体株が相場を牽引した」と述べた。
韓国株の過去最高値更新を受け、X上では活発な議論が交わされた。半導体主導の上昇を評価する声がある一方、地政学的リスクや市場バブルの可能性を懸念し、持続可能性を疑問視する意見も見られた。
Earnings growth fuels rallies. Earnings growth in Korean semis triggered the rally, whereas KWEB stocks lack this due to non-growing core businesses and heavy AI investment spending. Actually, there is currently a KOSPI-like rally in China among exporters and semiconductor stocks
— Mr. Partridge (@mrpartridge0) 2026年5月27日
🔴 KOSPI surges nearly 100% since start of year on memory chip rally. Sustainable?
— X News (@XNewsGlobalEn) 2026年5月27日
Follow: https://t.co/bP33upV4c6
We're definitely in a bubble right now.
— Neyoofbowie (@neyoofbowie8488) 2026年5月27日
KOSPI just hit a record high of $8,455, mainly driven by AI and memory stocks.
But think about this:
- The Strait of Hormuz is closed
- Oil is at $92
- US-Iran tensions are still high
Nothing's been fixed.
The most crowded t pic.twitter.com/gPFbpDeP1N
We’re totally not in a bubble 🙃
— Omar Valenzuela (@omar4valenzuela) 2026年5月27日
KOSPI just hit a record high at $8,455.
South Korea’s S&P 500 is being pumped by AI and memory chips.
Meanwhile:
- Strait of Hormuz is shut
- Oil at $92
- US-Iran tensions still blazing
Nothing’s fixed. Yet the most crowded trades pic.twitter.com/Ud6X8MuXjr
We’re not in a bubble? KOSPI just hit another record high at $8,455, driven mostly by AI and memory stocks. Meanwhile, the Strait of Hormuz is closed, oil is at $92, and US-Iran tensions are still hot. Nothing’s been solved. But the most crowded trades keep climbing. Seen this pic.twitter.com/6nJFGM9bEO
— john adams (@redshoes2345) 2026年5月27日
AIによるレポート AIによって生成された画像
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 shares opened nearly 3 percent higher on Wednesday, driven by sharp gains in blue-chip tech stocks despite Middle East uncertainties. The benchmark KOSPI jumped 162.04 points, or 2.87 percent, to 5,802.52 in the first 15 minutes of trading. Semiconductor firms led the rally following Nvidia's annual tech conference.
AIによるレポート
South Korean stocks opened at a fresh record high on Thursday, moving closer to the historic 8,000 milestone on the benchmark KOSPI index amid strength in large-cap tech shares.
South Korean stocks opened at a fresh record high above 7,900 points on Tuesday, propelled by gains in major chipmakers. The KOSPI rose to 7,953.41 at the opening bell, marking the first time the index has crossed the 7,900 level.
AIによるレポート
South Korean stocks opened sharply higher on Thursday amid optimism over US-Iran talks and a tentative wage agreement at Samsung Electronics. The gains triggered a temporary trading halt on the futures market.