基准韩国综合股价指数周二下跌1.40%，至4160点左右，从近期高点回落，因投资者在飙升至创纪录水平后获利回吐。基础广泛的疲软拖累了该指数，科技股和汽车股领跌。主要输家包括SK海力士（-3.15%）、三星电子（-1.80%）、现代汽车（-3.60%）和起亚公司（-2.21%）。另外，投资者消化的数据显示，10月份消费者价格同比上涨2.4%，为15个月来最快涨幅，高于9月份2.1%的涨幅和市场预期的2.2%左右。强于预期的读数加剧了市场的谨慎，加剧了人们对韩国央行在持续通胀压力下可能推迟预期降息的担忧。

The benchmark KOSPI fell 1.40% to around 4,160 on Tuesday, retreating from recent highs as investors took profits following its surge to record levels. Broad-based weakness weighed on the index, with technology and auto shares leading the declines. Major losers included SK Hynix (-3.15%), Samsung Electronics (-1.80%), Hyundai Motor (-3.60%), and Kia Corporation (-2.21%). Separately, investors digested data showing that consumer prices rose 2.4 percent in October from a year earlier, the fastest increase in 15 months and above both the 2.1 percent gain in September and market expectations of around 2.2 percent. The stronger-than-expected reading heightened caution in the market, amplifying concerns that the Bank of Korea may delay anticipated interest rate cuts amid persistent inflationary pressures.

2025年10月，韩国消费者价格同比上涨2.4%，超过了市场预期的2.1%的涨幅，因为韩元走弱推高了能源和食品成本，加强了央行保持利率的理由。该指数从9月份的2.1%开始加速，达到2024年7月以来的最高水平。价格上涨最为显著的是杂项商品和服务（4.3%）、食品和非酒精饮料（3.5%）、运输（3.4%）、餐馆和酒店（3.2%）以及家具、家用设备和日常维护（2.2%）。这些数据突显了政策制定者在10月份连续第三个月保持利率不变后的谨慎立场，在支持增长与遏制通胀预期之间取得了平衡。按月计算，消费者价格指数上涨0.3%，较9月份的0.5%有所放缓，但超过了0%的预测。

South Korea’s consumer prices rose 2.4% year-on-year in October 2025, surpassing market expectations of a 2.1% gain as a weaker won pushed up energy and food costs, strengthening the case for a rate hold by the central bank. The reading accelerated from September’s 2.1% and marked the highest level since July 2024. Price increases were most notable for miscellaneous goods & services (4.3%), food & non-alcoholic beverages (3.5%), transport (3.4%), restaurants & hotels (3.2%), and furnishings, household equipment & routine maintenance (2.2%). The data underscores policymakers’ cautious stance after keeping rates unchanged for a third consecutive month in October, balancing growth support with efforts to contain inflation expectations. On a monthly basis, consumer prices rose 0.3%, moderating from a 0.5% increase in September but exceeding the forecast of 0%.

韩国通胀率达到2.4%，为2024年中期以来最快增速，公用事业和服务业增长。10月份，韩国消费者价格增速超过预期，创下15个月来最快同比涨幅，并使韩国央行进一步放宽政策的预期复杂化。

South Korea inflation hits 2.4%, fastest rise since mid-2024, higher utilities & services.South Korea's consumer prices accelerated more than expected in October, marking the fastest year-on-year rise in 15 months and complicating expectations for further policy easing from the Bank of Korea.

基准韩国综合股价指数周一上涨1.97%，至4188点左右，连续第四个交易日上涨，创下历史新高，主要受国防和造船股走强的推动。韩华航空公布第三季度净利润7122亿韩元，同比增长123.8%，上涨3.68%。收入激增146.5%，达到6.48万亿韩元，超出市场预期。三星重工公布第三季度营业利润2381亿韩元后，也上涨了0.68%，同比增长99%。投资者的注意力仍然集中在即将发布的主要国防和造船公司的盈利报告上，包括现代Rotem（+1.52%）、HD现代重工（+5.33%）和HD韩国造船（+3.27%）。

The benchmark KOSPI climbed 1.97% to around 4,188 on Monday, extending gains for the fourth consecutive session and hitting fresh record highs, driven largely by strength in defense and shipbuilding shares. Hanwha Aerospace advanced 3.68% after reporting the third-quarter net income of KRW 712.2 billion, up 123.8% from a year earlier. Revenue surged 146.5% to KRW 6.48 trillion, exceeding market expectations. Samsung Heavy Industries also rose 0.68% following the announcement of its Q3 operating profit of KRW 238.1 billion, up 99% year-on-year. Investor attention remained centered on the upcoming earnings reports of key defense and shipbuilding companies including Hyundai Rotem (+1.52%), HD Hyundai Heavy Industries (+5.33%), and HD Korea Shipbuilding (+3.27%).