Weekly Theme Wrap (Jun 1 – Jun 5)
4 trading days · top 10 themes — most persistent is AI & Robotics at 3 days (weekly avg. +12.8%). Best single day this week: Jun 4, +26.9%.
Average change over the period
Robotics led the week of Jun 1 to Jun 5. AI & Robotics was strong for 3 days with an average change of 12.84%, led by Robostar and Obzen.
Robotics (Industrial & Collaborative) also ran for 3 days, with an average change of 11.21%. Smart Factory and Physical AI & Humanoid Robots averaged 11.47% and 9.44%.
Chips had one big day. Semiconductor Equipment posted a best-day change of 26.93% on Jun 4, led by Hmnex. HBM (High Bandwidth Memory) rose 13.47% that day.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| AI & Robotics | 3d | +12.8% | 2026-06-01 (+22.2%) | recurred | Robostar, Obzen |
| Robotics (Industrial & Collaborative) | 3d | +11.2% | 2026-06-01 (+17.3%) | recurred | Robostar, I-robotics |
| Smart Factory | 2d | +11.5% | 2026-06-01 (+14.2%) | running | LG CNS, Pamtek |
| Physical AI & Humanoid Robots | 2d | +9.4% | 2026-06-01 (+14.9%) | running | LG Electronics, CMES Robotics |
| Department Stores | 2d | +7.1% | 2026-06-04 (+9.4%) | running | Shinsegae |
| Retail Distribution | 2d | +5.4% | 2026-06-04 (+6.5%) | running | Shinsegae |
| Securities Brokers | 2d | +3.2% | 2026-06-04 (+3.8%) | recurred | SK Securities, Samsung Securities |
| Semiconductor Equipment | 1d | +26.9% | 2026-06-04 (+26.9%) | recurred | Hmnex |
| Semiconductor Materials & Components | 1d | +14.2% | 2026-06-04 (+14.2%) | recurred | Duksanhimetal |
| HBM (High Bandwidth Memory) | 1d | +13.5% | 2026-06-04 (+13.5%) | recurred | PSK Holdings |
Related News by Theme
- AI & Robotics (2026-06-01) [특징주] 젠슨 황 방한 기대감…로봇株 ‘두산로보틱스·로보스타’ 급등 — 뉴스핌 (Korean)
- Robotics (Industrial & Collaborative) (2026-06-01) [특징주] 젠슨 황 방한 기대감…로봇株 ‘두산로보틱스·로보스타’ 급등 — 뉴스핌 (Korean)
- Smart Factory (2026-06-01) [장중수급포착] LG씨엔에스, 기관 6일 연속 순매수행진… 주가 +24.12% — 뉴스핌 (Korean)
- Physical AI & Humanoid Robots (2026-06-01) [급등수사본부] 직전 거래 구간 갭 동반 돌파 ‘한미약품’ vs 피지컬 AI 섹터 부각 기대 ‘포스코DX’ — 머니투데이 (Korean)
- Department Stores (2026-06-04) ‘부의 효과’ 기대에 백화점株 질주…신세계 16% 급등[줍줍리포트] — 서울경제 (Korean)
What to Watch Next Week
Consumer names picked up late in the week. Department Stores was strong for 2 days, with a best-day change of 9.42% on Jun 4 and Shinsegae in the lead.
Securities Brokers came back with an average change of 3.18%, led by SK Securities and Samsung Securities. The next thing to track is whether the robotics run continues after Jun 5.
Theme heatmap
| 06-01 | 06-02 | 06-04 | 06-05 | |
|---|---|---|---|---|
| AI & Robotics | +22.2 | +9.2 | +7.2 | |
| Robotics (Industrial & Collaborative) | +17.3 | +10.7 | +5.6 | |
| Smart Factory | +14.2 | +8.7 | ||
| Physical AI & Humanoid Robots | +14.9 | +4.0 | ||
| Department Stores | +4.8 | +9.4 | ||
| Retail Distribution | +4.3 | +6.5 | ||
| Securities Brokers | +2.5 | +3.8 | ||
| Semiconductor Equipment | +26.9 | |||
| Semiconductor Materials & Components | +14.2 | |||
| HBM (High Bandwidth Memory) | +13.5 |