Weekly Theme Wrap (Jan 2 – Jan 5)
4 trading days · top 10 themes — most persistent is Political Ties (Lee Jun-seok) at 2 days (weekly avg. +8.4%). Best single day this week: Jan 5, +14.1%.
Average change over the period
The week of Jan 2 to Jan 5 saw ten themes post strong sessions, with ChatGPT & AI Chatbots posting the top single-day gain of 14.09% on Jan 5.
Four themes held strength for two days. Political Ties (Lee Jun-seok) led them with an average change of 8.36%, while CXL (Compute Express Link) averaged 7.24%.
Shipping peaked on Jan 4 with a best change of 10.35%. News that day linked rising sea freight rates to attacks on vessels in the Red Sea.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Political Ties (Lee Jun-seok) | 2d | +8.4% | 2024-01-02 (+10.1%) | recurred | - |
| CXL (Compute Express Link) | 2d | +7.2% | 2024-01-02 (+10.0%) | recurred | - |
| Shipping | 2d | +6.0% | 2024-01-04 (+10.3%) | recurred | - |
| Political Ties (Lee Nak-yon) | 2d | +2.9% | 2024-01-02 (+3.9%) | recurred | - |
| ChatGPT & AI Chatbots | 1d | +14.1% | 2024-01-05 (+14.1%) | recurred | - |
| AI & Robotics | 1d | +12.4% | 2024-01-05 (+12.4%) | recurred | - |
| Baby & Birth Rate | 1d | +11.2% | 2024-01-03 (+11.2%) | recurred | - |
| Semiconductor Equipment | 1d | +10.4% | 2024-01-02 (+10.4%) | recurred | - |
| Infant & Child Products | 1d | +10.3% | 2024-01-03 (+10.3%) | recurred | - |
| On-Device AI | 1d | +10.0% | 2024-01-02 (+10.0%) | recurred | - |
Related News by Theme
- CXL (Compute Express Link) (2024-01-02) [특징주]네패스, CXL·칩렛 등 ‘3C’ 주목…칩렛 이종집적 AI 반도체 국책과제 ‘부각’ — 아시아경제 (Korean)
- Shipping (2024-01-04) 홍해 운항 선박 공격 당하자, 해상 운임 상승…흥아해운 上 — 한국경제 (Korean)
- ChatGPT & AI Chatbots (2024-01-05) [특징주] 솔본, 국내 1위 AI 챗봇 와이즈넛 상장한다…대통령이 인정한 AI대표기업 — 대한경제 (Korean)
What to Watch Next Week
Every theme this week carried a recurred tag, meaning it had been strong before. Whether they show up again next week is the open question.
AI themes ran through the week, from On-Device AI at 9.96% on Jan 2 to AI & Robotics at 12.41% on Jan 5.
Theme heatmap
| 01-02 | 01-03 | 01-04 | 01-05 | |
|---|---|---|---|---|
| Political Ties (Lee Jun-seok) | +10.1 | +6.6 | ||
| CXL (Compute Express Link) | +10.0 | +4.5 | ||
| Shipping | +1.7 | +10.3 | ||
| Political Ties (Lee Nak-yon) | +3.9 | +1.8 | ||
| ChatGPT & AI Chatbots | +14.1 | |||
| AI & Robotics | +12.4 | |||
| Baby & Birth Rate | +11.2 | |||
| Semiconductor Equipment | +10.4 | |||
| Infant & Child Products | +10.3 | |||
| On-Device AI | +10.0 |