---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42984478.md"
description: "KOSPI closed down 10.84% to 6023.63 today, with intraday declines exceeding 11% triggering a 20-minute circuit breaker; chip heavyweight stocks led the drop.$XI2CSOPSMSN(07347.HK) absorbed this decline fully, rising by +25%; $CSOP KOSPI(03121.HK) fell by -10.6% in reverse, moving almost in sync with the index; $ISHRS MSCI S Korea Capped(EWY.US) only saw a slight dip on the US side, as the US market session has not yet fully reflected this round of selling pressure.The trigger was Nvidia's deal for over $750 billion in AI infrastructure—along with transactions exceeding $500 billion with SK Group and guarantees up to $250 billion for OpenAI—reviving questions about circular financing. The valuation of the storage chain was already built on the assumption of continuously accelerating AI capital expenditure; once that assumption loosens, the heavyweight stocks collapse first."
datetime: "2026-07-28T09:09:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42984478.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42984478.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42984478.md)
author: "[接二连三](https://longbridge.com/en/profiles/26862413.md)"
---

# KOSPI closed down 10.84% to 6023.63 today, with in…


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