외국인, 7월 한 달간 포스코홀딩스 4.2조원 순매도반도체와 ‘네카오’는 순매수

(매경 DB)개미들이 2차전지 종목으로 몰려 가고 있는 가운데 외국인 투자자들은 2차전지를 빠르게 매도하고 반도체, 빅테크, 조선주 등 종목으로 옮겨 간 것으로 나타났다.외국인 투자자들은 7월 한 달간 매도세를 확대하면서 코스피 시장에서 1조9747억원을 팔아치웠다. 특히 포스코홀딩스 한 종목만 4조2259억원을 순매도했다. 포스코홀딩스가 2차전지주로 개미들의 러브콜을 받으면서 주가가 65.46% 급등하자 차익 실현에 나선 것이다. LG화학과 LG에너지솔루션 등 다른 2차전지 관련주도 각각 5259억원, 3424억원 순매도했다.2차전지주를 떠난 외국인이 가장 먼저 눈독을 들인 업종은 반도체다. 7월간 삼성전자(7922억원)를 가장 많이 사들였고 또 다른 반도체주인 SK하이닉스(5996억원)가 그 뒤를 이었다. 최근 1주일(7월 25~31일)사이에만 SK하이닉스를 5041억원 순매수하며 매수세에 불을 붙이고 있다.외국인들이 삼성전자와 SK하이닉스를 선택한 이유는 두 기업 모두 올해 2분기를 바닥으로 실적 개선이 이뤄질 것으로 봤기 때문이다. 삼성전자의 경우 올해 2분기 영업이익은 지난해 같은 분기보다 95.26% 감소(6685억원)했지만 감산을 통해 반도체 재고 소진 속도에 불이 붙을 전망이고, SK하이닉스는 현재는 2조8821억원의 적자전환이 이뤄진 상태지만 AI을 위한 고대역폭메모리(HBM) 개발을 통해 실적 개선이 이루어질 것으로 기대된다.또한 외국인 투자자들은 네이버(2000억원)와 카카오(1793억원)도 순매수에 나섰다. 최근 뉴욕 증시에서 ‘메타’와 ‘알파벳’이 시장 예상치를 웃도는 2분기 성적을 발표함에 따라 ‘네카오’등 빅테크 실적에 영향이 있을 것이라는 평가다.아울러 외국인 투자자들은 조선주 역시 주목하고 있다. 최근 1주일 사이에만 삼성중공업을 526억원, HD한국조선해양을 446억원어치 순매수했다. 이는 2021년 수주한 대형 액화천연가스(LNG)선과 컨테이너선이 이제 매출을 올리고 있으며 올해도 수주가 이어지고 있기 때문에 ‘슈퍼사이클’이 될 수 있다는 평가다.
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