"코스피, 美 반도체주 강세에 4% 급등…삼전·닉스 4~5% 급등" (디지털데일리, Oct 27) — KOSPI jumped +3.1% to 5,638 as foreigners returned to net buying (+835bn won) after four days, led by semis on AI-monetization optimism (Anthropic S-1). With supportive global catalysts (US megacap earnings, Fed) into Oct 28, I lean toward continuation, though a pullback after a sharp one-day bounce off a 7-month low keeps conviction low.