基准韩国综合股价指数周五上涨1.1%，至3170点左右，尽管华尔街隔夜下跌，但领先亚洲涨幅，投资者正在等待美联储主席杰罗姆·鲍威尔在杰克逊霍尔发表的货币政策指导演讲。在疲软的劳动力数据和持续的通胀风险之后，市场正在寻求明确美国可能降息的时机。在国内，科技和国防的实力支撑了首尔在整个亚洲的表现。半导体股在经历了五天的下跌后反弹，提振了市场情绪，人们希望全球需求状况能够稳定到年底。蓝筹股领涨，三星电子上涨1.4%，SK海力士上涨1.2%。国防企业也有所上涨，韩华航空航天公司上涨5.3%，反映出对出口增长的持续信心和政府对该行业的政策支持。相比之下，选择性获利回吐对电池和汽车造成压力，LG能源解决方案下跌0.5%，现代汽车下跌0.2%。

The benchmark KOSPI climbed 1.1% to around 3,170 on Friday, leading Asian gains despite overnight losses on Wall Street, as investors awaited Fed Chair Jerome Powell’s Jackson Hole speech for guidance on monetary policy. Markets are seeking clarity on the timing of potential US rate cuts after weak labor data and persistent inflation risks. Domestically, strength in tech and defense underpinned Seoul’s outperformance across Asia. Sentiment was lifted by a rebound in semiconductor shares after a five-day slide, with hopes that global demand conditions could steady into year-end. Blue-chips led the rally, with Samsung Electronics up 1.4% and SK Hynix rising 1.2%. Defense firms also gained ground, with Hanwha Aerospace jumping 5.3%, reflecting sustained confidence for export growth and government policy support for the sector. In contrast, selective profit-taking weighed on batteries and autos, with LG Energy Solution down 0.5% and Hyundai Motor easing 0.2%.