AI Data‑Center Buzz and Earnings Momentum Lift Select Stocks Amid Broad Market Decline

The KOSPI slipped 4.61% to 6,293.81 and the KOSDAQ fell 0.27% to 797.47, with the won at 1,428.89 per dollar. Broad market sentiment was negative, but a handful of stocks rallied sharply on sector‑specific catalysts.

GS Engineering & Construction Corp (006360) +6.58%

GS Engineering & Construction surged 6.58% to 32,150 KRW after investors priced in strong demand for AI data‑center projects. Analysts highlighted that, despite a weak Q2 earnings report, the firm is positioning AI data‑center contracts as a growth engine, sparking expectations of a earnings rebound [1]. Market chatter on August 5 emphasized the “AI data‑center order” hype, with several outlets noting a two‑day rally in the stock [3][4][5]. The combined sentiment lifted the share sharply in today’s session.

KUMHOTIRECO.,INC (073240) +5.83%

Kumho Tire (KUMHOTIRECO) jumped 5.83% as investors revived confidence in its post‑Q4 earnings momentum. A report on August 6 cited a “recovery of earnings momentum since Q4” as the catalyst for a roughly 6% price rise [8]. Earlier, Money Today labeled the stock a “big‑hit” pick, amplifying bullish sentiment across the market [11]. The previous day’s 8.64% plunge on August 3 remains unexplained in the headlines, but the positive coverage outweighed the earlier drop, driving today’s rally.

APR (278470) +4.76%

APR surged 4.76% after analysts highlighted its now‑attractive valuation following a sharp July slump. Chosunbiz noted that the drop made the stock’s multiples more appealing, prompting a rebound expectation [12]. Global Economic and Consumer Times echoed the view, stressing a re‑assessment of APR’s earnings and growth prospects [15][17]. A Daum report on August 3 pointed to strong Q2 results and forecasts of a price bounce in August, further buoying sentiment [14]. Despite a lock‑up release at month‑end, the CEO’s statement that he has no intention to sell was seen as a stabilising factor [13].

HANWHA AEROSPACE (012450) +5.06%

Hanwha Aerospace rallied 5.06% as the stock appeared to have found a floor and then accelerated upward. Asian Economy reported on August 4 that the shares had “bounced back” after hitting a low, indicating improving investor sentiment [18]. Further, a Securities Daily piece on August 5 highlighted continued growth momentum, reinforcing bullish expectations [19]. Research from Joongang Dong‑A and Yuanta Securities on August 3 emphasized that strong H2 order and earnings momentum, together with a projected record Q2 profit, underpinned the price rise [21][22]. The combined narrative of a rebound and solid fundamentals drove the uptick.

KoreaZinc (010130) +16.62%

Korea Zinc surged 16.62% after a series of reports confirmed a record half‑year performance. Business Post on August 6 disclosed that first‑half operating profit jumped 151% year‑on‑year, delivering the company’s strongest semi‑annual result ever [25]. Electronic Newspaper and Global Economic also highlighted double‑digit gains of 10‑13% in the share price following the earnings release [26][27][28]. In addition, a report on the same day linked the rally to expectations that the Bank of Korea will start buying gold, which could lift metal prices and boost the miner’s profitability [29]. Together, the earnings surprise and commodity‑price outlook propelled the stock higher.

Sources

1. 2분기 부진 GS건설…주가 향방은 AI데이터센터에[주末머니] — v.daum.net · 2026-08-02
2. GS건설 주가, 8월 6일 장중 32,150원 3.21% 상승 — 톱스타뉴스 · 2026-08-06
3. [특징주] GS건설, AI 데이터센터 등 기대감.. 이틀째 '강세' — 글로벌이코노믹 · 2026-08-05
4. [특징주] GS건설, AI 데이터센터 수주 기대감에 9%대 강세 — 아주경제 · 2026-08-05
5. GS건설 주가, 급등세... 왜? — ggilbo.com · 2026-08-05
6. GS건설 주가, 8월 4일 장중 26,300원 8.45% 상승 — 톱스타뉴스 · 2026-08-04
7. 금호타이어 주가, 8월 3일 6,660원 8.64% 하락 마감 — 톱스타뉴스 · 2026-08-03
8. 금호타이어 주가 6%↑ "4분기 이후 실적 모멘텀 회복" — gukjenews.com · 2026-08-06
9. 금호타이어 주가, 급등세... 왜? — ggilbo.com · 2026-08-06
10. 금호타이어 주가, 8월 5일 장중 7,490원 7.31% 상승 기록 — 톱스타뉴스 · 2026-08-05
11. [적중! 대박 예감] '비에이치아이, 금호타이어' 내일장 예감 좋은 대박 종목은? - 머니투데이 — 머니투데이 · 2026-08-04
12. 한투證 “에이피알, 7월 주가 급락으로 밸류에이션 매력 높아” - 조선비즈 — Chosunbiz · 2026-08-02
13. 에이피알, 이달말 보호예수 해제…"김병훈 대표 주식 매도 관심 없어" — 연합인포맥스 · 2026-08-05
14. [특징주] 에이피알, 2분기 호실적 기대에 강세⋯“8월엔 주가 반등” — v.daum.net · 2026-08-03
15. 한국투자증권 "에이피알, 실적과 성장성 재평가.. 반등 가능" — 글로벌이코노믹 · 2026-08-02
16. "화장품 업종 최선호주" 에이피알, 최대 실적에 주가 상승 — gukjenews.com · 2026-08-06
17. 한국투자증권 "에이피알, 밸류에이션 매력 높아…주가 반등 예상" — 컨슈머타임스 · 2026-08-02
18. 바닥 찍은 한화에어로스페이스 주가 '다시 쏴!' — 아시아경제 · 2026-08-04
19. 한화에어로스페이스, 성장 모멘텀은 계속된다…주가 전망은 어디까지? — 증권일보 · 2026-08-05
20. 한화에어로스페이스 주가, 8월 3일 919,000원 0.22% 상승 마감 — 톱스타뉴스 · 2026-08-03
21. “한화에어로스페이스, 하반기 실적·수주 모멘텀 유효” — 주간동아 · 2026-08-03
22. [리포트 브리핑]한화에어로스페이스, '2Q26 Re: 분기 최대 실적 달성' 목표가 1,480,000원 - 유안타증권 — 뉴스핌 · 2026-08-03
23. 한화에어로스페이스 주가, 8월 4일 1,004,000원 9.25% 상승 마감 — 톱스타뉴스 · 2026-08-04
24. 주가 ‘뚝뚝’ 고려아연…최윤범 담보 구조 재조명 [재계톡톡] — v.daum.net · 2026-08-03
25. 고려아연 주가 장중 10%대 강세, 상반기 영업이익 151% 급증해 최대 실적 — 비즈니스포스트 · 2026-08-06
26. [ET특징주] 고려아연, 상반기 역대 최대 실적… 주가 13%↑ — 전자신문 · 2026-08-06
27. [특징주] 고려아연, 창사 이후 최대 반기 실적.. 10%대 '급등' — 글로벌이코노믹 · 2026-08-06
28. 최윤범 매직 통했다…고려아연, 사상 최대 실적 주가 12% 급등 — 한국경제 · 2026-08-06
29. 고려아연, 2Q 영업이익 5870억...한은 금매입 추진에 주가 상승세 — fntimes.com · 2026-08-06

This is market commentary, not investment advice.