KOSPI broke 7,000 and touched 7,500 in a historic week — Samsung/SK Hynix hitting new highs driving the rally. +42% in 30 days is parabolic and overheating risk is real (국고채 금리 상승, 차익실현 압력), but EPS momentum is intact and K-discount unwind thesis has legs. Sector rotation broadening could sustain the index. Bullish but watching for consolidation.