Aug 1: 8 Strong Themes — AI & Robotics, Metaverse & VR
8 strong themes — 1 running · 7 recurred. Top: AI & Robotics +9.7%.
Strong themes8
Top change+9.7%
LeaderObzen
Average change by strong theme
Average change of member stocks, by theme · descending
Theme leaders · recent trend
The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| AI & Robotics | Obzen | +29.95% | |
| Metaverse & VR | Com2uS N | +11.23% | |
| Electric Cables | KBI Metal | +29.80% | |
| ChatGPT & AI Chatbots | Selvas AI | +17.08% | |
| Power Equipment | Dawon Cable | +8.33% | |
| Solar | Hanwha Solutions | +9.09% | |
| Advertising | BK Holdings | +11.82% | |
| Semiconductor Equipment | Pro2000 | +3.13% |
On Aug 1, every strong theme closed with all of its stocks higher. AI & Robotics led with an average change of 9.74%, and all 9 of its stocks rose.
Leader Obzen jumped 29.95%, and KBI Metal rose 29.8% at the top of Electric Cables. News headlines pointed to a rebound in copper prices behind the cable rally.
AI names showed up across several themes. Selvas AI gained 17.08% and appeared in three of them. Metaverse & VR averaged 7.81% and ChatGPT & AI Chatbots averaged 7.06%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | AI & Robotics | recurred after 20 days | +9.7% | 9/9 | Obzen |
| 2 | Metaverse & VR | recurred after 21 days | +7.8% | 8/8 | Com2uS N |
| 3 | Electric Cables | recurred after 8 days | +7.7% | 7/7 | KBI Metal |
| 4 | ChatGPT & AI Chatbots | recurred after 50 days | +7.1% | 9/9 | Selvas AI |
| 5 | Power Equipment | recurred after 8 days | +4.8% | 10/10 | Dawon Cable |
| 6 | Solar | recurred after 8 days | +4.7% | 9/9 | Hanwha Solutions |
| 7 | Advertising | recurred after 2 days | +4.7% | 9/9 | BK Holdings |
| 8 | Semiconductor Equipment | 2 days running | +4.4% | 10/10 | Pro2000 |
Theme by Theme
1. AI & Robotics (recurred after 20 days)
- Episode: started 2024-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Obzen 417860 | +29.9% | 15,620 | ★ |
Selvas AI 108860 | +17.1% | 15,220 | |
VAIV company 301300 | +9.2% | 4,960 | |
Konan Technology Incorporation 402030 | +6.5% | 17,250 | |
Hanwha Aerospace 012450 | +5.4% | 303,500 | |
Saltlux 304100 | +5.4% | 16,910 | |
Maum.ai 377480 | +5.3% | 13,410 | |
Everybot 270660 | +4.8% | 20,350 | |
Moadata 288980 | +4.1% | 1,741 |
2. Metaverse & VR (recurred after 21 days)
- Episode: started 2024-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Selvas AI 108860 | +17.1% | 15,220 | |
Com2uS N 291230 | +11.2% | 2,525 | ★ |
VAIV company 301300 | +9.2% | 4,960 | |
Giantstep 289220 | +7.3% | 7,480 | |
Opticis 109080 | +6.0% | 8,260 | |
Dexter studios 206560 | +4.0% | 6,170 | |
Neptune Company 217270 | +3.9% | 5,880 | |
Wysiwyg Studios 299900 | +3.7% | 1,612 |
3. Electric Cables (recurred after 8 days)
- Episode: started 2024-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KBI Metal 024840 | +29.8% | 2,940 | ★ |
Dawon Cable 006340 | +8.3% | 3,445 | |
Iljin Electric 103590 | +5.2% | 24,150 | |
Gaon Cable 000500 | +3.9% | 43,600 | |
LS 006260 | +3.6% | 119,900 | |
Taihan Cable & Solution 001440 | +1.5% | 14,000 | |
LS Eco Energy 229640 | +1.3% | 28,200 |
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4. ChatGPT & AI Chatbots (recurred after 50 days)
- Episode: started 2024-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Selvas AI 108860 | +17.1% | 15,220 | ★ |
VAIV company 301300 | +9.2% | 4,960 | |
Polaris Office 041020 | +6.9% | 6,660 | |
Konan Technology Incorporation 402030 | +6.5% | 17,250 | |
Polaris AI 039980 | +5.4% | 2,550 | |
Saltlux 304100 | +5.4% | 16,910 | |
Maum.ai 377480 | +5.3% | 13,410 | |
Flitto 300080 | +4.5% | 21,100 | |
ESTsoft 047560 | +3.3% | 15,450 |
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- [장중수급포착] 셀바스AI, 외국인 92,970주 대량 순매수… 주가 +17.15% — 뉴스핌 (Korean)
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5. Power Equipment (recurred after 8 days)
- Episode: started 2024-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dawon Cable 006340 | +8.3% | 3,445 | ★ |
SemyungElectricMachinery 017510 | +6.9% | 6,700 | |
Cheryong Industrial 147830 | +5.8% | 8,000 | |
Iljin Electric 103590 | +5.2% | 24,150 | |
Gaon Cable 000500 | +3.9% | 43,600 | |
Seojeon Electric Machinery 189860 | +3.9% | 5,820 | |
LS 006260 | +3.6% | 119,900 | |
Sanil Electric 062040 | +3.6% | 52,100 | |
Cheryong Electric 033100 | +3.5% | 76,300 | |
HD Hyundai Electric 267260 | +3.4% | 320,500 |
Related news
- [특징주] 구리값 반등에 전선주 강세…대원전선 8%↑ — 이투데이 (Korean)
6. Solar (recurred after 8 days)
- Episode: started 2024-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Solutions 009830 | +9.1% | 27,000 | ★ |
HD Hyundai Energy Solutions 322000 | +6.3% | 25,450 | |
SDN Company 099220 | +4.3% | 1,669 | |
Advanced Nano Products 121600 | +4.0% | 97,200 | |
Eagon Holdings 039020 | +3.9% | 2,390 | |
Dae Myoung Energy 389260 | +3.9% | 13,060 | |
Jusung Engineering 036930 | +3.9% | 29,650 | |
GnBS eco 382800 | +3.5% | 4,170 | |
Avaco 083930 | +3.4% | 14,880 |
Related news
- [장중수급포착] 한화솔루션, 외국인/기관 동시 순매수… 주가 +1.62% — 뉴스핌 (Korean)
7. Advertising (recurred after 2 days)
- Episode: started 2024-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BK Holdings 050090 | +11.8% | 993 | ★ |
Com2uS N 291230 | +11.2% | 2,525 | |
Mobidays 363260 | +6.5% | 2,455 | |
SM Culture & Contents 048550 | +2.7% | 1,852 | |
Echomarketing 230360 | +2.2% | 11,110 | |
Innocean Worldwide 214320 | +2.2% | 20,200 | |
Emnet 123570 | +2.0% | 3,080 | |
Wise birds 273060 | +1.8% | 1,142 | |
Carelabs 263700 | +1.6% | 3,760 |
8. Semiconductor Equipment (2 days running)
- Episode: started 2024-07-31, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Fine Semitech 036810 | +6.2% | 31,650 | |
Park Systems 140860 | +5.8% | 175,100 | |
Hanwha Aerospace 012450 | +5.4% | 303,500 | |
HanaMicron 067310 | +4.7% | 20,200 | |
Point Engineering 256630 | +4.6% | 1,290 | |
Jusung Engineering 036930 | +3.9% | 29,650 | |
GigaVis 420770 | +3.6% | 47,000 | |
GnBS eco 382800 | +3.5% | 4,170 | |
Withtech 348350 | +3.3% | 8,730 | |
Pro2000 321260 | +3.1% | 2,475 | ★ |
Closing Thoughts
Most themes came back after a break, from 2 days for Advertising to 50 days for ChatGPT & AI Chatbots. Only Semiconductor Equipment is on a 2-day streak.
Power Equipment posted an average change of 4.82% with all 10 stocks up, and Solar posted 4.68%. The next sessions will show whether the cable and power gains last beyond a single day.