KOSPI Surges as Tech and Energy Shares Lead Morning Rally

The South Korean stock market opened strongly, with the benchmark KOSPI jumping 2.79% to 6,873.45 and the tech-heavy KOSDAQ rising 1.48% to 825.58. The Korean Won remained stable against the US Dollar, trading at 1,349.84, amid a broad-based rally led by semiconductor, electronics, and energy sectors.

SK hynix (000660) +5.28%

SK hynix shares climbed 5.28% amid a global rally in memory chipmakers, with its ADR opening price recovering to the $170 level [1]. Sentiment was further boosted by Nomura's assessment that the stock is severely undervalued, leading to an upgraded target price [6]. Market attention also focused on upcoming events, including subsidiary Solidigm's dual-listing D-Day and six other key catalysts [3, 4]. While Citi lowered its target price due to foreign exchange concerns [2, 5], the negative impact was overshadowed, though the exact buying momentum for today's gain remains unconfirmed.

LGELECTRONICS (066570) +9.18%

LG Electronics surged 9.18%, driven by strong investor enthusiasm over Bear Robotics' upcoming pre-IPO funding round [9, 10]. Additionally, expectations of securing new robot component orders fueled the rally [12]. The stock had previously shown positive intraday movement on September 4 [7, 11]. While the stock experienced a sharp upward trend on September 7 [8], other specific drivers behind today's dramatic rise beyond these robotics-related developments remain unconfirmed by the available headlines.

SKSQUARE (402340) +4.80%

SK Square shares rose 4.80%, largely moving in tandem with its affiliate SK hynix [13]. The stock has historically shown a strong correlation with 'Nix', mirroring its sharp fluctuations [13]. It previously gained 1.94% during intraday trading on September 4, briefly hitting the 1,000,000 KRW mark [14]. Aside from this close correlation with SK hynix's performance, specific internal corporate developments or market factors driving today's 4.80% gain remain unconfirmed.

DOOSAN ENERBILITY (034020) +5.05%

Doosan Enerbility advanced 5.05%, supported by ongoing market expectations for nuclear power plant and Small Modular Reactor (SMR) orders [19]. The stock has been battling around the 80,000 KRW threshold, recovering it in recent sessions [16, 17, 20] and continuing its upward momentum on September 7 [18]. While analysts pointed to three key variables affecting the stock's outlook [15], the exact details of these variables and other specific drivers for today's rise remain unconfirmed.

Doosan Fuel Cell (336260) +21.55%

Doosan Fuel Cell skyrocketed 21.55% following major contract announcements. The company secured a landmark deal to supply fuel cells for US data centers, exceeding last year's total revenue, which eased business uncertainty and led NH Investment & Securities to raise its target price [21, 22, 26]. Additionally, the stock was boosted by the disclosure of an 80.3 billion KRW maintenance contract [23]. While the stock previously hovered around the 41,000 KRW level [24, 25], any further drivers behind today's massive surge are unconfirmed.

Sources

1. SK하이닉스 ADR 상장 시초가 '170달러' 회복…메모리 반도체 기업 강세 — 연합인포맥스 · 2026-09-04
2. 씨티, 환율 부담 반영해 SK하이닉스·삼성전자 목표주가 하향 — 연합뉴스 · 2026-09-03
3. 다시 꿈틀대는 SK하이닉스 주가…향후 핵심 이벤트 6가지 — 한국경제 · 2026-09-04
4. SK하이닉스 '솔리다임 중복상장' D-Day … 주가 향방에 '촉각' — 뉴데일리 · 2026-09-04
5. “환율 부담 반영”…씨티, 삼성전자·SK하이닉스 목표주가 하향 - 조선비즈 — Chosunbiz · 2026-09-03
6. 노무라 “삼성전자·SK하이닉스 심각한 저평가…67만원·470만원 간다” — 경기일보 · 2026-09-04
7. LG전자 주가, 9월 4일 장중 201,500원 0.90% 상승 — 톱스타뉴스 · 2026-09-04
8. LG전자 주가, 급등세... 왜? — 금강일보 · 2026-09-07
9. LG전자, 장 초반 11%대 급등…베어로보틱스 기대감 - 머니투데이 — 머니투데이 · 2026-09-07
10. [특징주] LG전자, 베어로보틱스 프리IPO 추진 소식.. 10%대 '급등' — 글로벌이코노믹 · 2026-09-07
11. LG전자 주가 상승 중 — 아시아뉴스통신 · 2026-09-04
12. [특징주] LG전자, 로봇 부품 수주 기대감에 9%대 급등 — 연합뉴스 · 2026-09-07
13. 210만원→100만원대…닉스·SK스퀘어 주가, 폭등 뒤 폭락 ‘한몸’ — 매일경제 마켓 · 2026-09-06
14. SK스퀘어 주가, 9월 4일 장중 1,000,000원 1.94% 상승 — 톱스타뉴스 · 2026-09-04
15. 두산에너빌리티 주가 둘러싼 '세가지 변수' [B급기자의 B급리포트] — v.daum.net · 2026-09-04
16. 두산에너빌리티 주가, 9월 4일 장중 79,400원 0.25% 상승 — 톱스타뉴스 · 2026-09-04
17. 두산에너빌리티 주가 장중 강보합…8만원선 놓고 공방 — cbci.co.kr · 2026-09-04
18. 두산에너빌리티 주가 상승 중 — 아시아뉴스통신 · 2026-09-07
19. 두산에너빌리티 8만원 돌파 후 숨 고르기…원전·SMR 수주 기대는 ‘여전’ - job-post.co.kr — job-post.co.kr · 2026-09-04
20. 두산에너빌리티, 장중 ‘8만빌리티’ 회복…다음장 흐름 주목 — cbci.co.kr · 2026-09-03
21. [특징주] 두산퓨얼셀, 美 데이터센터용 연료전지 공급…19%대 급등 — 에너지경제신문 · 2026-09-07
22. 두산퓨얼셀, 지난해 매출 웃도는 미국발 수주소식에도 주가는 부진 — thecommoditiesnews.com · 2026-09-03
23. [공시 Pick] 두산퓨얼셀 803억 유지보수계약 공개…주가 3% 넘게 급등 — 뉴스투데이 · 2026-09-04
24. 두산퓨얼셀 주가, 9월 4일 장중 39,750원 1.92% 상승 — 톱스타뉴스 · 2026-09-04
25. 두산퓨얼셀 주가 껑충, 4만1000원선 회복 — cbci.co.kr · 2026-09-04
26. 두산퓨얼셀, 미국 데이터센터 관련 수주로 불확실성 완화…목표가 상향-NH투자증권 - 머니투데이 — 머니투데이 · 2026-09-06

This is market commentary, not investment advice.