Weekly Theme Wrap (Aug 28 – Sep 1)
5 trading days · top 10 themes — most persistent is AI & Robotics at 4 days (weekly avg. +10.2%). Best single day this week: Aug 30, +19.4%.
Average change over the period
AI & Robotics was the week’s most persistent theme, strong on 4 of 5 sessions. It posted an average change of 10.19%, led by Maum.ai and Vuno.
Autonomous Driving had the biggest single-day move, 19.41% on Aug 30, led by DY and Furonteer. Its average change of 12.35% was the highest of any theme.
Semiconductor Equipment peaked at 13.58% on Sep 1, led by Apact and HanaMicron. Semiconductor Majors (Fabrication) was strong on 3 days.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| AI & Robotics | 4d | +10.2% | 2023-08-29 (+13.8%) | running | Maum.ai, Vuno, RFsemiTechnologies |
| Semiconductor Majors (Fabrication) | 3d | +2.3% | 2023-09-01 (+4.2%) | recurred | SK hynix, Samsung Electronics |
| Autonomous Driving | 2d | +12.3% | 2023-08-30 (+19.4%) | running | DY, Furonteer |
| Semiconductor Equipment | 2d | +10.9% | 2023-09-01 (+13.6%) | recurred | Apact, HanaMicron |
| Robotics (Industrial & Collaborative) | 2d | +9.5% | 2023-08-31 (+13.3%) | recurred | Neuromeka, Rainbow Robotics |
| Nuclear | 2d | +9.2% | 2023-08-28 (+14.7%) | recurred | Kumyang Green Power, Seojeon Electric Machinery |
| Semiconductor Materials & Components | 2d | +8.1% | 2023-09-01 (+11.5%) | recurred | Duksanhimetal, HanaMicron |
| ChatGPT & AI Chatbots | 2d | +7.6% | 2023-08-29 (+8.5%) | running | Maum.ai |
| Baby & Birth Rate | 2d | +4.1% | 2023-08-29 (+5.4%) | recurred | Ggumbi |
| Infant & Child Products | 2d | +3.8% | 2023-08-29 (+5.1%) | recurred | Ggumbi |
Related News by Theme
- Semiconductor Majors (Fabrication) (2023-09-01) 삼성전자 급등에…코스피 2,560대 상승 마감 — YTN (Korean)
- Autonomous Driving (2023-08-30) 디와이, 현대차 레벨3 자율주행차 상용화 소식에 강세 — 매일경제 (Korean)
- Semiconductor Equipment (2023-09-01) [MTN머니로 상한가 포착] 반도체 일제 상승 중 상한가 요지부동…하나마이크론 — 머니투데이 (Korean)
- Robotics (Industrial & Collaborative) (2023-08-31) [클릭! 이 종목] 삼성전자와 로봇 협력… 레인보우로보틱스 상한가 — 디지털타임스 (Korean)
What to Watch Next Week
AI & Robotics, Autonomous Driving and ChatGPT & AI Chatbots were all flagged as consecutive runs. The first thing to watch is whether that streak continues.
Chip themes were strongest on Sep 1, when Semiconductor Materials & Components hit 11.49%. Next week will show whether that chip strength carries on.
Theme heatmap
| 08-28 | 08-29 | 08-30 | 08-31 | 09-01 | |
|---|---|---|---|---|---|
| AI & Robotics | +8.4 | +13.8 | +10.1 | +8.4 | |
| Semiconductor Majors (Fabrication) | +2.2 | +0.6 | +4.2 | ||
| Autonomous Driving | +5.3 | +19.4 | |||
| Semiconductor Equipment | +8.3 | +13.6 | |||
| Robotics (Industrial & Collaborative) | +5.8 | +13.3 | |||
| Nuclear | +14.6 | +3.7 | |||
| Semiconductor Materials & Components | +4.8 | +11.5 | |||
| ChatGPT & AI Chatbots | +8.5 | +6.7 | |||
| Baby & Birth Rate | +5.4 | +2.9 | |||
| Infant & Child Products | +5.1 | +2.4 |