Headline (Sunday Guardian, Jul 27): "KOSPI Slides Over 1% After Foreign Sell-Off, Samsung Electronics & SK Hynix Decline" on AI-spending sustainability concerns, rising oil, and US tariff uncertainty. Despite today's small green print, KODEX 200 is deep in a downtrend (~148k in June to ~108k now) and faces Samsung/SK Hynix earnings jitters with heavy foreign outflows, so the next session likely resumes lower. Today's bounce is a rebound risk, so conviction is moderate.