Weekly Theme Wrap (Jan 30 – Feb 3)
5 trading days · top 10 themes — most persistent is AI & Robotics at 2 days (weekly avg. +13.5%). Best single day this week: Jan 30, +15.1%.
Average change over the period
AI names dominated the week of Jan 30 to Feb 3. AI & Robotics led with an average change of 13.48%, peaking at 15.11% on Jan 30.
ChatGPT & AI Chatbots followed with an average change of 9.03%, led by Konan Technology Incorporation and Flitto. A Jan 30 headline cited ChatGPT-related stocks rising 10% or more.
Beyond AI, Metaverse & VR posted an average change of 8.72%, with Securities Brokers at 6.87%. A Feb 2 headline tied Korea Asset Investment Securities’ gain to security token news.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| AI & Robotics | 2d | +13.5% | 2023-01-30 (+15.1%) | running | LaonPeople, Konan Technology Incorporation |
| ChatGPT & AI Chatbots | 2d | +9.0% | 2023-01-30 (+13.8%) | recurred | Konan Technology Incorporation, Flitto |
| Metaverse & VR | 2d | +8.7% | 2023-02-02 (+9.3%) | running | Com2uS N, Wavus |
| Securities Brokers | 2d | +6.9% | 2023-02-02 (+8.5%) | running | SK Securities, Korea Asset Investment Securities |
| Political Ties (Ahn Cheol-soo) | 2d | +6.0% | 2023-01-31 (+7.8%) | running | Korea Robot Manufacturing |
| 5G | 2d | +5.2% | 2023-01-30 (+5.8%) | recurred | iCRAFTCo, OptiCore |
| Galaxy Supply Chain | 2d | +4.8% | 2023-02-02 (+6.0%) | running | Shin Hwa Contech, JNTC |
| Hydrogen (Fuel Cells, Vehicles) | 2d | +4.5% | 2023-01-31 (+5.3%) | recurred | S Connect, Unick |
| Internet Majors | 2d | +4.1% | 2023-02-03 (+4.9%) | running | NAVER, Kakao |
| Digital Health & Telehealth | 2d | +3.7% | 2023-01-31 (+4.5%) | recurred | GC MediAI, ezCaretech |
Related News by Theme
- AI & Robotics (2023-01-30) [한경라씨로] “챗GPT” 관련 종목들 10% 이상 상승..코난테크놀로지 상한가 — 한국경제 (Korean)
- ChatGPT & AI Chatbots (2023-01-30) [한경라씨로] “챗GPT” 관련 종목들 10% 이상 상승..코난테크놀로지 상한가 — 한국경제 (Korean)
- Securities Brokers (2023-02-02) [특징주] 코리아에셋투자증권, 증권형 토큰증권 허용 소식에 상승세 — 이투데이 (Korean)
- Political Ties (Ahn Cheol-soo) (2023-01-31) [fnRASSI]오늘의 상한가, 다믈멀티미디어 30.0% ↑ — 파이낸셜뉴스 (Korean)
What to Watch Next Week
All ten themes logged 2 strong days each. Internet Majors, led by NAVER and Kakao, peaked on Feb 3, the final session, with a best change of 4.93%.
Political Ties (Ahn Cheol-soo) posted an average change of 6.01% with one leader, Korea Robot Manufacturing. Next up: whether AI themes extend a run that peaked at 15.11% on Jan 30.
Theme heatmap
| 01-30 | 01-31 | 02-01 | 02-02 | 02-03 | |
|---|---|---|---|---|---|
| AI & Robotics | +15.1 | +11.9 | |||
| ChatGPT & AI Chatbots | +13.7 | +4.3 | |||
| Metaverse & VR | +9.3 | +8.1 | |||
| Securities Brokers | +5.2 | +8.5 | |||
| Political Ties (Ahn Cheol-soo) | +7.8 | +4.2 | |||
| 5G | +5.9 | +4.5 | |||
| Galaxy Supply Chain | +3.7 | +6.0 | |||
| Hydrogen (Fuel Cells, Vehicles) | +5.3 | +3.7 | |||
| Internet Majors | +3.3 | +4.9 | |||
| Digital Health & Telehealth | +4.5 | +2.9 |