On the morning of the 16th, a dealing room display board at Hana Bank in Jung-gu, Seoul shows KOSPI market indicators. /Courtesy of News1

The KOSPI index fell below the 4,000 mark before the close on the 16th. This is the first time in eight trading days since on the 4th (3,982.54).

As of 3:04 p.m. that day, the KOSPI index was trading at 3,999.81, down 2.22% from the previous trading day.

The KOSPI index started flat that day, but the sell-off by foreign and institutional investors intensified, deepening its intraday losses.

At the same time, LG Energy Solution was down nearly 6%. HD Hyundai Heavy Industries (-5.26%), SK hynix (-3.97%), Hanwha Aerospace (-3.19%), Kia (-3.06%), Hyundai Motor (-2.90%), and Samsung Electronics (-1.81%)—most of the top market-cap stocks—were weak.

Investor sentiment appeared to worsen on news during trading that the Trump U.S. administration suspended a partnership with the United Kingdom on artificial intelligence (AI), quantum mechanics, and nuclear technology.

Seo Sang-young, an analyst at Mirae Asset Securities, said, "The United States has effectively formalized a transactional approach that uses security and advanced technology cooperation as leverage to force even allies to make trade concessions," adding, "As a result, concerns that the global AI technology cooperation ecosystem could be undermined came to the fore, widening losses in AI-related groups such as Nasdaq futures."

However, some say it will remain a short-term issue. Seo said, "This issue is not a fundamental factor that will determine the market's direction, so we need to watch the U.S. jobs report, retail sales, consumer price index, and Micron earnings scheduled this week."

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