周五，基准韩国综合股价指数下跌0.4%，至3447点，低于前一交易日的历史最高收盘点位，受到外国投资者抛售和韩国央行谨慎信号的影响。海外投资者抛售了约1170亿韩元的股票，而韩国央行行长李昌镛警告不要快速降息，强调需要保持相对紧缩的政策，并指出限制激进宽松政策的人口逆风。他的立场表明，韩国央行不会迅速反映美联储的政策转变，从而缓和投资者对当地资产的情绪。在全球范围内，美联储自2024年以来首次降息后，市场情绪总体保持积极，刺激了华尔街的反弹，提振了对亚洲股市的兴趣，使韩国综合股价指数连续第四周上涨。在企业方面，大多数权重股下跌，包括三星电子（-0.8%）、SK海力士（-1.%）、LG能源解决方案（-1%）和现代汽车（-2.1%）。
The benchmark KOSPI dropped 0.4% to 3,447 on Friday, pulling back from the previous session’s all-time high close, weighed by foreign investor selling and cautious signals from the Bank of Korea. Overseas investors offloaded about KRW 117 billion in shares, while Bank of Korea Governor Rhee Chang-yong warned against quick rate cuts, stressing the need to keep policy relatively tight and pointing to demographic headwinds that limit aggressive easing. His stance suggested the BOK will not quickly mirror the Fed’s policy shift, tempering investor sentiment for local assets. Globally, sentiment stayed broadly positive after the Federal Reserve delivered its first rate cut since 2024, spurring a Wall Street rally and boosting appetite for Asian equities, keeping the KOSPI on track for a fourth straight weekly advance. On the corporate front, most heavyweights slipped, including Samsung Electronics (-0.8%), SK Hynix (-1%), LG Energy Solution (-1%), and Hyundai Motor (-2.1%).
