Headline (머니투데이/파이낸셜뉴스, Jul 30): "코스피, 장중 5% 넘게 올랐다 뚝…1%대 하락 마감 (5,593)" — a +5% intraday rally to 5,976 fully reversed to close down 1.23%. That failed bounce plus an ongoing semiconductor rout (SK하이닉스 -5.6%, 삼성전기 -14.6%) signals persistent selling pressure into the next session, so I lean down for KODEX 200.