Aug 1: 8 Strong Themes — ChatGPT & AI Chatbots, AI & Robotics
8 strong themes — 3 running · 5 recurred. Top: ChatGPT & AI Chatbots +16.2%.
Strong themes8
Top change+16.2%
LeaderSaltlux
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 |
|---|---|---|---|
| ChatGPT & AI Chatbots | Saltlux | +20.93% | |
| AI & Robotics | Saltlux | +20.93% | |
| COVID (Diagnostics, Treatments, Vaccines) | Medicox | +20.44% | |
| OLED Displays | Charm Engineering | +16.55% | |
| Pharma | Sinsin Pharmaceutical | +15.94% | |
| Foldable Phones | Fine M-Tec | +10.17% | |
| Vaccines, Diagnostics & Epidemic Control | Shinpoong Pharmaceutical | +13.92% | |
| Internet Majors | Kakao | +7.02% |
AI themes dominated the Aug 1, 2023 session. ChatGPT & AI Chatbots posted an average change of 16.18%, with all 10 of its stocks higher, on its second straight day.
AI & Robotics followed with an average change of 15.07%, also 10 of 10 up. Konan Technology Incorporation gained 29.93% in both themes, and leader Saltlux rose 20.93%.
Healthcare joined in. COVID (Diagnostics, Treatments, Vaccines) averaged 9.51%, led by Medicox at 20.44%. Pharma averaged 8.29% behind Sinsin Pharmaceutical at 15.94%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | ChatGPT & AI Chatbots | 2 days running | +16.2% | 10/10 | Saltlux |
| 2 | AI & Robotics | 2 days running | +15.1% | 10/10 | Saltlux |
| 3 | COVID (Diagnostics, Treatments, Vaccines) | 2 days running | +9.5% | 9/9 | Medicox |
| 4 | OLED Displays | recurred after 15 days | +8.8% | 10/10 | Charm Engineering |
| 5 | Pharma | recurred after 4 days | +8.3% | 10/10 | Sinsin Pharmaceutical |
| 6 | Foldable Phones | recurred after 5 days | +6.5% | 10/10 | Fine M-Tec |
| 7 | Vaccines, Diagnostics & Epidemic Control | recurred after 70 days | +5.0% | 10/10 | Shinpoong Pharmaceutical |
| 8 | Internet Majors | recurred after 26 days | +4.8% | 2/2 | Kakao |
Theme by Theme
1. ChatGPT & AI Chatbots (2 days running)
- Episode: started 2023-07-31, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Konan Technology Incorporation 402030 | +29.9% | 43,496 | |
ESTsoft 047560 | +26.1% | 17,370 | |
VAIV company 301300 | +21.2% | 10,400 | |
Saltlux 304100 | +20.9% | 45,350 | ★ |
Selvas AI 108860 | +18.7% | 26,700 | |
Polaris Office 041020 | +13.9% | 5,500 | |
BRIDGETECCorp 064480 | +9.5% | 8,320 | |
Maum.ai 377480 | +8.3% | 28,000 | |
Kakao 035720 | +7.0% | 54,900 | |
Exem 205100 | +6.4% | 2,120 |
Related news
- [한경유레카 특징주] AI관련주 상승세…솔트룩스 52주 신고가 경신 — 한국경제 (Korean)
- [주식 초고수는 지금] AI시장 본격화…‘애플 GPT’ 개발 소식에 솔트룩스 순매수 1위 — 서울경제 (Korean)
- [장중수급포착] 솔트룩스, 기관 20,000주 대량 순매수… 주가 +28.40% — 뉴스핌 (Korean)
2. AI & Robotics (2 days running)
- Episode: started 2023-07-31, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Konan Technology Incorporation 402030 | +29.9% | 43,496 | |
VAIV company 301300 | +21.2% | 10,400 | |
Saltlux 304100 | +20.9% | 45,350 | ★ |
Mobiis 250060 | +20.6% | 2,835 | |
Selvas AI 108860 | +18.7% | 26,700 | |
Vuno 338220 | +10.2% | 41,000 | |
Maum.ai 377480 | +8.3% | 28,000 | |
Samsung SDS 018260 | +7.6% | 138,100 | |
Yujin Robot 056080 | +6.6% | 5,640 | |
Emro 058970 | +6.5% | 86,400 |
Related news
- [한경유레카 특징주] AI관련주 상승세…솔트룩스 52주 신고가 경신 — 한국경제 (Korean)
- [주식 초고수는 지금] AI시장 본격화…‘애플 GPT’ 개발 소식에 솔트룩스 순매수 1위 — 서울경제 (Korean)
- [장중수급포착] 솔트룩스, 기관 20,000주 대량 순매수… 주가 +28.40% — 뉴스핌 (Korean)
3. COVID (Diagnostics, Treatments, Vaccines) (2 days running)
- Episode: started 2023-07-31, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Medicox 054180 | +20.4% | 28,905 | ★ |
Shinpoong Pharmaceutical 019170 | +13.9% | 20,300 | |
Peptron 087010 | +12.3% | 25,197 | |
Aligned Genetics 238120 | +8.7% | 4,235 | |
Humasis 205470 | +7.6% | 12,675 | |
Aptabio Therapeutics 293780 | +6.7% | 10,880 | |
SK Bioscience 302440 | +5.6% | 77,400 | |
Eone Diagnomics Genome Center 245620 | +5.4% | 2,744 | |
AbClon 174900 | +4.9% | 16,890 |
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4. OLED Displays (recurred after 15 days)
- Episode: started 2023-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pro2000 321260 | +19.5% | 3,950 | |
Charm Engineering 009310 | +16.6% | 3,240 | ★ |
Vessel 177350 | +10.1% | 7,802 | |
HB Solution 297890 | +8.3% | 5,770 | |
Jusung Engineering 036930 | +7.0% | 29,750 | |
LG Display 034220 | +6.2% | 13,245 | |
Top Engineering 065130 | +6.0% | 6,500 | |
Finetek 131760 | +5.5% | 5,480 | |
HB Technology 078150 | +4.7% | 2,660 | |
Poongwon Precision 371950 | +4.2% | 8,860 |
5. Pharma (recurred after 4 days)
- Episode: started 2023-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sinsin Pharmaceutical 002800 | +15.9% | 5,200 | ★ |
Shinpoong Pharmaceutical 019170 | +13.9% | 20,300 | |
SK biopharmaceuticals 326030 | +10.6% | 90,000 | |
Withus Pharmaceutical 330350 | +8.4% | 7,320 | |
Icure Pharmaceutical Incorporation 175250 | +7.1% | 2,630 | |
CMG Pharmaceutical 058820 | +6.1% | 2,445 | |
Boryung 003850 | +5.6% | 8,670 | |
SK Bioscience 302440 | +5.6% | 77,400 | |
Kyongbo Pharmaceutical 214390 | +5.0% | 5,577 | |
Samsung Biologics 207940 | +4.7% | 1,180,339 |
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6. Foldable Phones (recurred after 5 days)
- Episode: started 2023-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Fine M-Tec 441270 | +10.2% | 8,670 | ★ |
KH Vatec 060720 | +9.3% | 20,500 | |
S Connect 096630 | +7.4% | 10,700 | |
Se Gyung Hi Tech 148150 | +7.4% | 6,093 | |
LG Display 034220 | +6.2% | 13,245 | |
Dongwoon Anatech 094170 | +6.1% | 30,275 | |
Finetek 131760 | +5.5% | 5,480 | |
Samsung Electro-mechanics 009150 | +5.4% | 153,200 | |
SKC 011790 | +3.8% | 96,813 | |
Interflex 051370 | +3.8% | 11,270 |
7. Vaccines, Diagnostics & Epidemic Control (recurred after 70 days)
- Episode: started 2023-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinpoong Pharmaceutical 019170 | +13.9% | 20,300 | ★ |
Boryung 003850 | +5.6% | 8,670 | |
SK Bioscience 302440 | +5.6% | 77,400 | |
Hanmi Pharm 128940 | +4.5% | 273,245 | |
Choong Ang Vaccine Laboratory 072020 | +4.0% | 11,760 | |
Kyung Nam Pharm 053950 | +3.6% | 5,255 | |
SK Chemicals 285130 | +3.5% | 65,700 | |
Aprogen Biologics 003060 | +3.2% | 2,855 | |
Chong Kun Dang Pharmaceutical 185750 | +3.0% | 72,476 | |
GC Biopharma 006280 | +3.0% | 114,500 |
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8. Internet Majors (recurred after 26 days)
- Episode: started 2023-08-01, day 1
Related news
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Closing Thoughts
The AI and COVID-19 themes have each risen for 2 days in a row, starting on 2023-07-31. The next session’s data will show whether those runs continue.
OLED Displays came back after a 15-day gap with an average change of 8.82%, and Foldable Phones came back after 5 days at 6.5%. It is not yet clear whether these one-day returns will last.