저자: MBCNEWS · 외국인
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미국 중간선거 이후 AI 데이터센터 규제가 강화될 수 있다는 우려가 커지며 뉴욕 증시가 먼저 급락했고, 이 여파로 6일 코스피는 6% 하락해 5,000선을 간신히 지켰다. 개장 직후 8% 넘게 떨어져 서킷브레이커와 매도 사이드카가 발동됐으며, 종가 기준으로는 지난 3월 말 이후 7개월 만의 최저 수준이다. 외국인은 SK하이닉스를 중심으로 6거래일 연속 순매도했고, 삼성전자와 SK하이닉스 시가총액은 6월 고점 대비 54% 줄었다. 정부는 증권사의 신용 대출 담보비율(140%) 의무를 3개월간 면제하기로 했다. 아시아 증시도 반도체주 중심으로 흔들렸으며 일본 닛케이지수는 6% 가까이, 대만 지수는 4% 넘게 밀렸다. 정치 소식도 이어졌다. 트럼프 대통령은 중간선거 참패 이후에도 관세 정책을 고수하겠다는 입장을 밝혔고, 헤그세스 국방장관에 대한 탄핵소추 움직임과 측근 이탈 조짐이 보도됐다. 이재명 대통령은 법무부 장관 후보로 이용철 변호사를 지명했으며, 윤석열 정부 때의 조작 수사 의혹을 다루는 특검법이 국회를 통과했다. 국민의힘은 장외투쟁에 나섰다. 사회면에서는 청주에서 청소차 발판에 매달려 이동하던 20대 환경미화원이 화물차와 부딪혀 숨진 사고가 전해졌다. 불법적인 작업 관행이 반복되고 있어 노동계는 근로시간 단축과 인력 충원을 요구하고 있다. 날씨 측면에서는 입동을 맞아 서울 아침 기온이 올해 처음 영하 1도까지 떨어졌고, 전국적으로 강추위가 이어질 전망이다.
다듬은 글
Hello everyone. The news begins. The KOSPI plummeted 6% in the aftermath of the US midterm elections, barely holding the 5,000 mark. This is because concerns have grown that regulations on AI data centers could be tightened following the Democratic Party's landslide victory. Asian stock markets also plummeted.
First, here is a report by reporter Song Seo-young. The KOSPI plummeted more than 8% immediately after opening, falling below the 5,000 mark. Trading stopped after 3 minutes as a circuit breaker was triggered, followed by the activation of a sell sidecar. In the end, the KOSPI fell 6% and closed barely holding the 5,000 mark.
Based on the closing price, it is the lowest level in seven months since the end of last March. Semiconductor stocks led the decline for the second consecutive day as foreign investors net sold nearly 2 trillion won in SK Hynix alone . Samsung Electronics and SK Hynix plummeted by 11% and 13%, respectively, in early trading .
Although the decline narrowed slightly in the afternoon, they fell to the 180,000 won and 1.13 million won levels, respectively. The sharp decline began in the New York stock market overnight. The downward trend that had been confined to semiconductor stocks the previous day spread to the entire market, causing all three major indices to fall sharply.
Micron and AMD fell 17%, and the Philadelphia Semiconductor Index dropped 12%, marking its biggest decline since COVID-19 in March 2020 . This is analyzed as a result of the repeated messages to regulate AI data centers, centered around Democratic-elected districts following the midterm elections . Semiconductor-related industries were initially excluded due to regulatory risks associated with AI data centers, but as those regulations intensify, concerns are now worsening more than expected.
Asian stock markets also wavered across the board. In Japan, semiconductor company Kioxia recorded a drop of more than 8%, and the Nikkei index also fell by nearly 6%. In Taiwan as well, the semiconductor sector saw a concentrated downturn, with TSMC falling nearly 10% at one point to hit the lower limit, causing indices across the board to drop by more than 4%.
This is Song Sa-young from MBC News. Although the KOSPI barely held the 5,000 mark, retail investors are burning up inside as the market plunges for two consecutive days . Lamentations burst forth like, "I should have just put money into a savings account instead of investing in stocks ." This is a report by reporter Lee Seung-hyun.
I thought it was the bottom, but it wasn't. Over the past two days, Samsung Electronics fell more than 13% and SK Hynix fell nearly 19%. Compared to their peak in June, the market capitalization of the two stocks has plummeted by 54%. I don't know where the bottom is, so I'm cautious about averaging down, but the loss is too big to sell, so I'm stuck .
I've completely changed my mind. I also feel like I should have just stuck with a savings deposit or fixed deposit so I would n't lose my principal . It is also fueling anxiety that it is difficult for general investors to determine whether the U.S. midterm elections are a short-term negative factor or if expectations for the semiconductor industry have truly been dashed .
Foreign investors, who have been selling off shares for six consecutive trading days, net sold 2.7 trillion won . The KOSPI volatility index rose 12% in a single day to 65, surpassing the 60 mark for the first time in three months. Some aggressive investors who bought leveraged products or invested on borrowed money were driven to the brink of forced liquidation and liquidation.
I think it was a bit harder because worries about how I should work in the future or what to do about the house kept crossing my mind . The government convened an emergency meeting to review the market situation . To alleviate the concentration of the credit market caused by a surge in forced selling, it has been decided to exempt securities firms from the obligation to maintain a 140% margin ratio for credit loans for three months .
This is Lee Seung-hyun from MBC News. President Trump, who suffered a crushing defeat in the U.S. midterm elections, stated that he would stick to his existing tariff policies. It raises threats that tariffs of up to 300% could be imposed if factories are not built in the United States. LA correspondent Shinji reports.
It has n't even been two years. The stock market reached a record high of ninety-one. Your retirement pension is skyrocketing. This is a post President Trump uploaded claiming it was his own observation after stock prices surged the day after the midterm elections. As the stock market plummeted in just one day, they came to believe that the stock crash was due to the Democratic Party's landslide victory, finding it pitiful to watch and blaming themselves.
I am asking who will vote for the Democratic Party. The ruling party, having suffered a crushing defeat in the election, is pointing the finger at himself as the cause, but President Trump is determined to continue pushing forward with policies that were judged in the election. First, customs duties.
Despite facing a bitter defeat in the election amidst criticism that tariffs raise prices, they instead drove garbage in. He mentioned Korea, stating that if tariffs were removed, companies would stop building factories in the U.S. and return to exporting goods from their own countries. The same goes for the war between Korea and Iran.
Even after immediately admitting that they lost because of the war, they keep repeating the same things as if a recording were playing. Trump said that the atmosphere during the election seemed to be like that, and that this is just a passing point in time . I summarized the historical defeat as simply that.
While ignoring both the cause of the defeat and the solution, a longtime Republican strategist predicted that this is a massive disaster for Trump and that he will become increasingly lame-duck with each passing day . This is Shin Jae-yong for MBC News in Los Angeles. The fallout from the crushing election defeat is currently directed at Defense Secretary Hagseth.
With this, the vote on the impeachment motion is expected to take place in the House next week . Amidst this, Trump's key aides appear to be moving to find their own paths to survival. Washington correspondent Kim Jae-yong reports. The first blade of the midterm election crushing defeat is aimed at Defense Secretary Hegseth.
The Republican Party has warned that it will push for an impeachment vote immediately next week . Minister Hegseth pushed back by posting a 6-minute social media video full of determination that he would not step down . The reality is that it is not easy as it requires a two-minute vote in the Senate to be finally removed, but the anger that someone must take responsibility is shaking the Republican Party.
In this situation, the President's key aides are each seeking their own way to survive. There have even been reports that Secretary of State Rubio, a leading contender for the next position, will resign. Although he denied it, saying he would work until the end, a close aide stated that leaving the Trump administration was perfectly reasonable, and there was even a mention that four of his co-workers would flee .
Secretary Rubio has been criticized for playing it safe on current issues . He appeared in the election campaign exactly twice, giving a speech for 7 seconds in Texas and 22 seconds in Ganjas, for a total of 29 seconds. Vice President Vance is following a similar trend. The Wall Street Journal assessed that at a critical time, he undermined the President's influence and got off the ship first to begin preparations for a presidential run .
Moves by close aides to distance themselves from the massive Trump ship are becoming evident . It demonstrates the nature of politics where parties part ways when their interests and goals diverge . This is Kim Jae-yong for MBC News in Washington. President Lee Jae-myung nominated Lee Yong-chul, the current head of the Defense Acquisition Program Administration and a lawyer by profession, as the candidate for Minister of Justice, a position that had been vacant for over two months .
There is a reaction that this is an unexpected surprise greeting. The Blue House explained that nominee Lee Yong-cheol is from the Lawyers for Democracy and led anti-corruption institutional reforms during the Participatory Government, serving as a secretary in the Office of the Senior Secretary for Civil Affairs.
Reporter Yoon Sang-moon reports. The Blue House held an unscheduled briefing and made a surprise announcement of the nominee for Minister of Justice, a position that had been vacant for over two months. The Minister of Justice nominee, Lee Yong-cheol, nominated the head of the business office. They selected a lawyer as the incumbent head of the Defense Acquisition Program Administration, who is neither from the courts nor the prosecution, nor is he a sitting member of parliament.
The Blue House stated that nominee Lee Yong-cheol is from the Lawyers for Democratic Society and led anti-corruption institutional reforms during the Participatory Government, serving as a secretary in the Office of the Senior Secretary for Civil Affairs . He is a person who was recognized for his advocacy of fundamental human rights while working at Minbyun, and for his reformist spirit and administrative capabilities while serving as the head of the defense industry.
This nomination comes 72 days after the resignation of former Minister Jeong Seong-ho and 48 days after the rejection of former Minister nominee Kim Seung-won. In addition, the selection of heads of investigative agencies was belatedly accelerated, with Acting Commissioner General Kim Jong-cheol-hyeon being recommended for appointment as the Commissioner General of the National Police Agency, a position that had been vacant for nearly two years since the 123 Rebellion .
President Lee nominated Ahn Deok-su, Commissioner of the Seoul Regional Tax Office, as the candidate for Commissioner General of the National Tax Service, a position that had been vacant following the appointment of Chief of Staff Im Gwang-hyeon. Mauler recently nominated former Democratic Party lawmaker Choi In-ho as the successor to Senior Secretary for Political Affairs Hong Ik-pyo, who expressed his opposition to the recent election .
As Choi is a prominent pro-Moon figure in Busan, this is interpreted as a move to integrate the factions. The Blue House explained that it focused on making personnel changes with a commitment to listening more to the voices of the people and communicating, while ensuring that people could feel a sense of efficacy regarding policy changes .
This is Yoon Sang-moon from MBC News. A special prosecutor bill to investigate allegations that the prosecution conducted fabricated investigations and indictments to eliminate political opponents, including President Lee Jae-myung, during the Yoon Seong-yeol administration has passed the National Assembly.
The People Power Party strongly opposed the move and launched an extra-parliamentary struggle, while some within the ruling party raised concerns about the effectiveness of the special counsel and pointed out potential constitutional issues. Reporter Jo Geon- hee reports. I declare that it has been passed.
The Privilege to Fabricated Prosecution Act passed the National Assembly plenary session, led by Democratic Party lawmakers who ended a 24-hour debate on innocence with a vote. One hundred and sixty-seven lawmakers from the Legislative Council voted in favor, and there was one dissenting vote from Representative Lee Joo-young of the New Reform Party.
People's Im did not participate in the vote. I have repeatedly explained that this is to clearly identify and resolve the truth behind the allegations of fabricated investigations and fabricated cases during the Yoon Seong-yeol administration. Although the special prosecutor bill passed the National Assembly, there were difficulties in the processing stage.
Even within the ruling party, concerns have been raised regarding the effectiveness of the special counsel, along with the point that it may be unconstitutional for a prosecutor stripped of their investigative powers to assume such authority upon assuming the role . If the court nominates a member ex officio after the law is passed, trials will be suspended during that period .
Even during the conclusion of the debate, about 10 members of the district council were not present, so even incumbent ministers had to attend, and some members of the Democratic Party, including Kim Yong-min and Park Sang-won, did not participate in the vote on the special prosecutor bill. Claiming that this was ultimately a step to abolish the presidential trial, the People's Movement launched a struggle and demanded that the President exercise his veto power.
Only Lee Jae-myung lived, and the Republic of Korea died. It is a law that makes sins disappear simply by becoming president. The Democratic Party, the People Power Party, and the Innovation Party each recommend one candidate for special prosecutor, and the President is to appoint one of them . This is MBC News.
A sanitation worker in his 20s died in a collision with a cargo truck while riding on the rear platform of a cleaning vehicle. Not only is it illegal to ride on the footrests of garbage trucks, but the installation of such platforms itself is also illegal; however, similar accidents continue to occur due to poor working conditions .
Reporter Kim Eun-cho covered the topic. Two workers wearing fluorescent work uniforms are standing and hanging from a platform behind a garbage truck on a road in Cheongju, North Chungcheong Province, where it was raining. A cargo truck follows closely behind at high speed . An E-ton truck driven by a driver in his 60s crashed directly into a garbage truck .
As a result of the accident, one of the two sanitation workers who were on the rear platform of the garbage truck died after receiving hospital treatment. It is true that the accident occurred when the vehicle changing lanes hit the vehicle that was proceeding next. I don't know the details, but the deceased in that CCTV footage was a 26-year-old man hired through an agency system to fill the vacancy of a regular environmental civil servant.
Attaching a footrest to a garbage truck or having a person ride on the footrest to move it is illegal under the Road Traffic Act and the Automobile Management Act. However, dangerous work continues at the site because garbage collection cannot be completed within the designated time unless operations are conducted in this manner .
Similar accidents involving sanitation workers are recurring, such as the death of a sanitation worker in his 60s who was struck by a utility pole while moving on the back step of a vehicle in Gangseo-gu, Seoul last September, and the death of a sanitation worker in his 60s in Yangsan, Gyeongnam in 2024 .
Labor unions are demanding fundamental improvements, stating that dangerous work on scaffolding will continue unless working hours are extended and manpower is increased . This is Kim Cho from MBC News. Today is Ipdong, the day that marks the beginning of winter. Morning temperatures in Seoul will drop below freezing .
With cold wave advisories issued across the country and strong winds blowing, the perceived temperature will be even lower. This is a report by reporter Lim Sang-je. Citizens on their way home from work wrapped scarves around themselves and covered their faces with masks. Citizens warming their hands with portable hand warmers are also visible .
yes . Even though the sun is out during the day, the wind is incredibly cold compared to yesterday, so it definitely feels like winter . The arrival of early winter cold is due to a high-pressure system in northern China expanding into the Korean Peninsula and bringing in cold air. With no clouds to trap surface heat like a blanket, temperatures will drop further overnight.
This morning in Seoul, the temperature will drop to 1 degree Celsius, the first time this year that it has fallen below freezing. Morning temperatures across the country will also drop sharply from yesterday by about 8 to 9 degrees, ranging from -6 to 5 degrees . With strong winds blowing, the perceived temperature will be even lower.
A cold wave advisory has been in effect across the country since 9 PM last night, including in Gyeonggi, Gangwon, Chungcheong, and the southern regions . This week, the weather will continue until the beginning of next week, then ease from the middle of the week, and temperatures will return to average levels .
As temperatures will fluctuate significantly for the time being, please take special care of your health. This is Lim Sang-je from MBC News. That concludes News 25. Thank you to everyone for being with us.
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