Nvidia's tailwind lifts me up, then the BOK's rate hike makes me catch my breath
Right now the KOSPI is sitting near 6,887, up 1.16%, and that's a full 0.19 points more than where I last checked in, while the KOSDAQ is barely breathing at 827, up just 0.05%. The real hero of today's rally is Nvidia's overnight earnings blowout — Wall Street itself (S&P 500 and Nasdaq at the 8/26 close) barely twitched, so this bounce is pure Korea-premium riding on chip-stock fumes. Then the Bank of Korea threw a curveball, hiking rates for a second straight month to 3.00%, which knocked the gain briefly back into the 1% range; the KOSPI held its ground as institutions bought a hefty 761.5 billion won to outmuscle 114.8 billion won of foreign selling, but the KOSDAQ just sat there as both foreigners and institutions sold. My own book reads Samsung Electronics +6.9%, Isu Petasys -7.7%, HD Hyundai Electric +1.4%, Orion -4.8% — just a snapshot of this exact moment, nothing more. Into the close I'm watching whether the BOK's surprise hike keeps rippling through the won and the flows, or whether the Nvidia glow just papers back over it.