코스피, 하루 만에 5500대서 6500대로…역대 최대 상승률
KOSPI Jumps 1,001 Points to 6595.45 in Its Biggest Single-Day Rally on Record
Part of the August 1, 2026 daily edition
7월 31일 코스피는 전 거래일보다 1,001포인트(17.91%) 오른 6595.45에 마감해, 하루 상승률과 상승폭 모두 역대 최고 기록을 경신했습니다. 종전 상승률 기록은 2008년 10월 30일의 11.95%였습니다. 이날 외국인 투자자는 7조 2196억 원을 순매수한 데 반해 개인 투자자는 8조 2543억 원을 순매도했으며, 두 수치 모두 역대 최대입니다. 외국인 순매수액 가운데 3조 6086억 원이 SK하이닉스에 집중됐고, 이 종목은 29.95% 올라 상한가를 기록했습니다. 코스닥 지수도 11.63% 오른 719.76에 마감했습니다. 이번 급등은 AI 투자의 지속 가능성과 수익성에 대한 의문으로 국내 반도체주에서 이탈했던 외국인이 미국 빅테크 기업의 실적 발표를 계기로 돌아온 결과로 풀이됩니다.
Translation
On July 31 the KOSPI closed at 6595.45, up 1,001 points (17.91%) from the previous trading day, breaking the all-time records for both its single-day percentage gain and its single-day point gain. The previous record percentage gain was 11.95%, on October 30, 2008. That day foreign investors bought a net 7.2196 trillion won, whereas individual investors sold a net 8.2543 trillion won — both figures are all-time highs. Of the foreigners' net purchases, 3.6086 trillion won was concentrated in SK hynix, and that stock rose 29.95% to close at its daily upper limit. The KOSDAQ index also finished at 719.76, up 11.63%. The surge is read as the result of foreign investors — who had pulled out of domestic semiconductor stocks amid doubts about the sustainability and profitability of AI investment — returning after earnings announcements from US big tech firms.
Vocabulary
- 전 거래일명사 (noun)the previous trading day
- 상승폭명사 (noun)size of a rise, measured in points rather than percent
- 경신하다동사 (verb)to break a record, to set a new one
- 순매수명사 (noun)net purchases (buying minus selling)
- 순매도명사 (noun)net sales (selling minus buying)
- 상한가명사 (noun)the daily upper price limit a stock is allowed to reach
- 종목명사 (noun)an individual listed stock, an issue
- 급등명사 (noun)a sharp surge, a steep jump
- 반도체주명사 (noun)semiconductor stocks
- 지속 가능성명사 (noun)sustainability
- 수익성명사 (noun)profitability
- 실적명사 (noun)(corporate) earnings, business results
- 이탈하다동사 (verb)to break away, to pull out of
Grammar points
-(으)ㄴ/는 데 반해whereas, by contrast
Sets two facts side by side as opposites. 는 데 반해 attaches to a present-tense verb, while -(으)ㄴ 데 반해 attaches to an adjective or to a past-tense verb stem — which is the form the article uses (순매수한 데 반해, 'whereas they bought a net amount'). Note that 데 is a bound noun, so it is written with a space before it. Unlike -지만, which merely concedes a point, this form invites the reader to compare the two clauses directly, so it is the standard choice when two figures are being set against each other.
Example: 외국인은 순매수한 데 반해 개인은 순매도했습니다.
Foreign investors were net buyers, whereas individuals were net sellers.
-았/었던that had once been (but no longer is)
A retrospective noun-modifying ending. -던 on its own describes something that used to go on or was left unfinished; adding 았/었 (이탈했던) marks the action as completed in the past and closed off from the present. So 반도체주에서 이탈했던 외국인 means the foreign investors who had left semiconductor stocks — and, as the rest of the sentence says, are no longer out of them. Compare plain 이탈한 외국인, which states the fact with none of that 'no longer so' nuance.
Example: 반도체주에서 이탈했던 외국인이 돌아왔습니다.
The foreign investors who had pulled out of semiconductor stocks came back.
N을/를 계기로prompted by N, with N as the trigger
계기 is the occasion or trigger that starts a change. N을/를 계기로 names the event that set a change in motion without asserting a strict cause the way -기 때문에 does, which is why analysts reach for it when pointing at a turning point they cannot fully explain. A clause can be used instead of a bare noun through the longer variant -(으)ㄴ 것을 계기로.
Example: 그는 건강 검진을 계기로 담배를 끊었습니다.
He quit smoking, prompted by a health checkup.
-(으)로 풀이되다is interpreted as, is read as
풀이하다 means to interpret or explain, and the passive 풀이되다 attributes that interpretation to no one in particular. Korean financial and political reporting uses it — alongside 보이다, 관측되다, 전망되다 — to flag a line as the writer's reading rather than a confirmed fact. Note the shape in the article: a noun phrase (돌아온 결과) plus 로, then 풀이됩니다. Because it is a hedge, it is out of place with figures that are simply true.
Example: 최근 소비 감소는 물가 상승의 영향으로 풀이됩니다.
The recent fall in consumption is read as an effect of rising prices.
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