韩国高收益散户继续净买入三星电机和SK海力士，但本条主要是资金流榜单而非新增基本面催化

The most heavily net-bought stocks among high-return investors trading through Mirae Asset Securities on the morning of the 31st were Samsung Electro-Mechanics, SK hynix, Samsung Electronics preferred shares and Mirae Asset Securities, in that order.
Samsung Electro-Mechanics was the top pick through 11 a.m. among what Mirae Asset Securities calls "super traders" — the top 1% of its stock trading clients by investment return over the past month. Samsung Electro-Mechanics traded at 1.394 million won as of 11 a.m., down 1.90% from the previous session. The buying suggests these investors were betting on a rebound even as the share price weakened.
Samsung Electro-Mechanics also topped the net buying list on the 28th, the previous trading session, marking two straight days of concentrated demand. Investor interest has persisted amid continued expectations for wider demand and higher prices for multilayer ceramic capacitors, or MLCCs, driven by artificial intelligence servers. Global market researcher TrendForce has projected that Samsung Electro-Mechanics will raise prices for consumer-grade X5R MLCCs by up to 30% for major customers in the fourth quarter.
SK hynix ranked second in net buying. The chipmaker traded at 1.62 million won at the same time, down 2.00%. Despite the recent pullback, the top traders appear to have stepped in to buy on weakness, drawn by medium- to long-term growth expectations centered on high-bandwidth memory, or HBM. SK hynix also ranked second in net buying on the 28th, holding a top spot for a second consecutive day.
Samsung Electronics preferred shares came third, trading at 183,200 won as of 11 a.m., down 1.93%. Mirae Asset Securities ranked fourth, followed by Celltrion, LS, SK Telecom, Hanwha Ocean, SK Square and Samsung E&A. Notably, the top traders concentrated their buying on large-cap semiconductor and electronics names even as the KOSPI's weakness pushed major stocks broadly lower.
The most heavily net-sold stocks were Doosan Enerbility, Alteogen and Sanil Electric. Doosan Enerbility traded at 82,200 won as of 11 a.m., down 6.80%, while Alteogen traded at 294,500 won, down 7.97%. In the previous session, the top net-bought stocks were Samsung Electro-Mechanics, SK hynix and Pharma Research, while the top net-sold stocks were Hyundai Marine & Fire Insurance, Hana Micron and Simmtech.
Mirae Asset Securities compiles the trades of the top 1% of its clients by return over the past month and discloses them on its mobile trading system in real time, as well as on a previous-day and five-day basis. The data is provided for information only, does not reflect the brokerage's views and does not guarantee investment results for any individual investor. Investors should also note that theme stocks carry the risk of abnormal price swings.