Weekly Theme Wrap (Jul 31 – Aug 4)
5 trading days · top 10 themes — most persistent is AI & Robotics at 3 days (weekly avg. +12.8%). Best single day this week: Aug 2, +27.9%.
Average change over the period
Superconductors led the week of Jul 31 to Aug 4, with an average change of 27.14% over 2 strong days. Its best session was Aug 2, when the theme rose 27.86%.
AI themes held up the longest. AI & Robotics and ChatGPT & AI Chatbots each stayed strong for 3 days, and Saltlux led both themes.
COVID (Diagnostics, Treatments, Vaccines) also ran for 3 days and peaked at 16.62% on Aug 3. Its leaders were Medicox and SD Biosensor.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| AI & Robotics | 3d | +12.8% | 2023-08-01 (+15.1%) | recurred | Saltlux, Smec, Alchera |
| COVID (Diagnostics, Treatments, Vaccines) | 3d | +12.1% | 2023-08-03 (+16.6%) | recurred | Medicox, SD Biosensor |
| ChatGPT & AI Chatbots | 3d | +11.4% | 2023-08-01 (+16.2%) | recurred | Saltlux, Polaris Office |
| Superconductors | 2d | +27.1% | 2023-08-02 (+27.9%) | running | Mobiis, SuNAM |
| Pharma | 2d | +8.3% | 2023-08-01 (+8.3%) | recurred | Sinsin Pharmaceutical, Il Dong Pharmaceutical |
| Metals (Non-Ferrous) | 2d | +8.0% | 2023-08-03 (+10.7%) | recurred | Kukil Metal, Daeho Al |
| Webtoons | 2d | +5.1% | 2023-08-04 (+5.2%) | recurred | Ylab |
| Nuclear Fusion | 1d | +15.6% | 2023-08-02 (+15.6%) | recurred | Mobiis |
| Beauty & Cosmetics | 1d | +13.2% | 2023-08-04 (+13.2%) | recurred | Organic Tea Cosmetics Holdings |
| Battery | 1d | +11.1% | 2023-07-31 (+11.1%) | running | Zaigle |
Related News by Theme
- AI & Robotics (2023-08-01) [한경유레카 특징주] AI관련주 상승세…솔트룩스 52주 신고가 경신 — 한국경제 (Korean)
- COVID (Diagnostics, Treatments, Vaccines) (2023-08-03) [장중수급포착] 에스디바이오센서, 외국인/기관 동시 순매수… 주가 +19.41% — 뉴스핌 (Korean)
- ChatGPT & AI Chatbots (2023-08-01) [한경유레카 특징주] AI관련주 상승세…솔트룩스 52주 신고가 경신 — 한국경제 (Korean)
- Superconductors (2023-08-02) 초전도체가 뭐길래…신성델타·서남 이틀째 상한가 — 한국경제 (Korean)
- Pharma (2023-08-01) [특징주] 신신제약 패치 패치형 불면증 치료제 국책 과제 완료 임박 소식에 강세 — 이투데이 (Korean)
What to Watch Next Week
Superconductors and Battery were the only themes tagged as continuing streaks this week. The open question is whether that run continues.
Beauty & Cosmetics had a one-day move of 13.24% on Aug 4, and Nuclear Fusion rose 15.6% on Aug 2. Webtoons ended the week with a 5.21% gain on Aug 4.
Theme heatmap
| 07-31 | 08-01 | 08-02 | 08-03 | 08-04 | |
|---|---|---|---|---|---|
| AI & Robotics | +13.1 | +15.1 | +10.1 | ||
| COVID (Diagnostics, Treatments, Vaccines) | +10.3 | +9.5 | +16.6 | ||
| ChatGPT & AI Chatbots | +9.8 | +16.2 | +8.2 | ||
| Superconductors | +27.9 | +26.4 | |||
| Pharma | +8.3 | +8.3 | |||
| Metals (Non-Ferrous) | +5.3 | +10.7 | |||
| Webtoons | +4.9 | +5.2 | |||
| Nuclear Fusion | +15.6 | ||||
| Beauty & Cosmetics | +13.2 | ||||
| Battery | +11.1 |