Over the past three to six days (as of the inquiry), domestic retail investors turned their attention toward major U.S. semiconductor and tech stocks. According to the Korea Securities Depository Center’s information portal, Seibro, Amazon purchased a net 1.5149 billion dollars (about ₩215 bn), while Micron and Samsung acquired 1.5102 billion dollars (₩214 bn) and 1.4762 billion dollars (₩209.2 bn) respectively. These massive buy‑in volumes, which had not reached the top 50 in the previous month for Amazon, Micron, and Samsung, demonstrate a sharp shift toward these stocks, hinting at a psychological conversion among investors.
In one report dated March 31st (current local time), major semiconductor and technology names such as Amazon (15.32%), Micron (18.36%) and Samsung (25.99%) posted two‑digit gains, while the Philadelphia Semiconductor Index climbed 8.19%. This contrasts with past high‑growth periods; it indicates that recent markets are yielding results in cloud‑based businesses and have re‑energized shares.
Regarding capital inflows, domestic ETF markets and leveraged products show a noticeable cash influx. As of March 6th, the total deposit was ₩104.712 bn, similar to the previous report (July 30th: ₩104.6584 bn). During the interim, there had been a temporary rise to ₩110.4071 bn on March 4th; this is interpreted as cash inflow from certain companies’ normal public offerings. In particular ‘KODEX Leverage’ recorded the largest influx, and single‑stock leveraged products moved from ₩10 m to ₩30 m, pushing them beyond the 80th rank, making the capital flow visible.
The simultaneous rise of retail investors’ purchases and ETF cash flows is interpreted as a blend of expectations for large caps and risk‑aversion among investors. This suggests that future market volatility warrants attention.