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상반기 증시 결산연초 ‘상저하고’ 전망 뒤집고 랠리외국인, 코스피 시장 15조 순매수코스닥은 개인이 8조 가까이 담아 올해 상반기 국내 증시가 '상저하고'의 예측을 뒤엎고 랠리를 펼쳤다. 특히 외국인 투자자들은 유가증권시장에서 최근 10년 중 가장 많이 주식을 사들이면서 지수를 견인했다. 하반기에는 '기업들의 실적 반등'이 상승세를 이끌 것이란 전망이다. ■외국인, 유가증권시장서 15조원 순매수 4일 한국거래소에 따르면 올해 상반기 코스피지수는 2236.40에서 2564.28로 14.66% 상승했다. 지난해 같은 기간 21.66% 하락했던 점을 고려하면 적지 않은 상승 폭이다. 지수를 끌어 올린 주인공은 외국인 투자자다. 외국인은 상반기 유가증권시장에서 14조7271억원을 순매수했다. 상반기 기준으로 최근 10년 새 가장 큰 규모다. 앞서 외국인은 2020년(-21조4677억원), 2021년(-15조8037억원), 2022년(-14조6276억원) 등 3년 연속으로 상반기에 주식을 팔았었다. 업황 회복에 대한 기대감이 높은 반도체가 외국인의 투자심리를 저격했다. 올해 상반기 외국인은 삼성전자와 SK하이닉스를 각각 12조789억원어치, 1조5332억원어치 사들였다. 덕분에 삼성전자의 주가는 5만500원에서 5만9500원으로 30.56%, SK하이닉스는 7만5000원에서 11만5200원으로 53.60% 뛰었다. 코스닥지수는 679.29에서 868.24로 27.82% 올랐다. 주요 20개국(G20) 중에서 세 번째로 높은 상승률이다. 아르헨티나 메르발(MERVAL)지수(106.08%), 미국 나스닥지수(29.86%)가 코스닥보다 앞섰다. 상반기 코스닥을 뜨겁게 달군 업종은 2차전지다. 에코프로 632.04%, 에코프로비엠 170.36%, 엘앤에프 59.57% 등 2차전지 대장주들의 주가가 훌쩍 뛰었다. 개인 투자자들이 이들 종목을 3조4984억원어치 사들이며 주가를 끌어 올렸다. 전체 코스닥 순매수 금액(7조9410억원)의 44.2%에 달한다. <a 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