韩元兑美元升值至1320韩元兑1美元，创下三周新高，因美元在美联储本周预期降息前走弱。市场目前预计，美联储将大幅降息50个基点的可能性更高，这与上周交易员倾向于适度降息25个基点的情况截然不同。在国内，投资者期待一系列经济报告，包括8月份的韩国生产者通胀数据和9月份的消费者和商业信心数据。与此同时，上周的数据显示，该国的年通胀率从7月的2.6%降至8月的2%，为2021年3月以来的最低水平。最新数据标志着价格增长连续第五个月低于3%，支持了韩国央行可能很快开始降息的观点。

The South Korean won appreciated toward 1,320 per dollar, hitting a three-week high as the dollar weakened ahead of an expected interest rate cut from the Federal Reserve this week. Markets are currently pricing in a higher chance that the Fed will deliver a larger 50 basis point rate reduction in a dramatic reversal from last week when traders were leaning toward a modest 25 bps rate cut. Domestically, investors look ahead to a slew of economic reports including South Korean producer inflation data for August and consumer and business confidence figures for September. Meanwhile, data last week showed that the country’s annual inflation rate slowed to 2% in August from 2.6% in July, the lowest reading since March 2021. The latest figure marked the fifth consecutive month that price growth stayed below 3%, supporting the view that the Bank of Korea may start cutting rates soon.

基准韩国综合股价指数周五微涨0.1%，收于2575点，汽车和金融股的涨幅被芯片制造商的大幅下跌所抵消。现代汽车在与通用汽车就联合汽车开发和清洁能源技术进行合作谈判后上涨2.1%，提振了现代摩比斯、现代威亚及其姊妹公司起亚等子公司的股价，起亚上涨1.4%。金融类股也出现反弹，KB金融（4.7%）、新韩金融（3.7%）和韩亚金融（4.1%）领涨。与此同时，三星电子股价下跌2.9%，因印度工人在谈判未达成协议的情况下继续罢工，而其同行SK海力士股价下跌3.6%，创下自昨日3月以来的最佳交易日。在经济新闻方面，韩国8月份进口价格同比上涨1.8%，为五个月来最低，而出口价格飙升5.7%。本周，基准指数上涨1.2%，结束了连续两周的下跌。

The benchmark KOSPI edged up 0.1% to close at 2,575 points on Friday, with gains in auto and finance stocks offset by sharp losses in chipmakers. Hyundai Motors advanced 2.1% following collaboration talks with GM on joint vehicle development and clean-energy technology, boosting affiliates such as Hyundai Mobis, Hyundai Wia, and its sister company Kia Corp, which gained 1.4%. Financial stocks also rallied, with KB Financial (4.7%), Shinhan Financial (3.7%), and Hana Financial (4.1%) leading the gains. Meanwhile, Samsung Electronics shed 2.9% as workers in India continued their strike after talks ended without an agreement, while its peer SK Hynix tumbled 3.6% after posting its best session since March yesterday. In economic news, South Korea's import prices rose 1.8% year-on-year in August, the slowest in five months, while export prices surged 5.7%. For the week, the benchmark index increased 1.2%, ending a two-week losing streak.

韩元兑美元升值超过1330，创下一周新高，因为越来越多的人猜测美联储下周仍可能大幅降息0.5个百分点，导致美元走软。分析人士指出，《金融时报》和《华尔街日报》的媒体报道暗示，美联储的决定将是一个势均力敌的决定，而美国每周失业救济申请人数的增加是推动近期预期的主要因素。在国内，数据显示，韩国8月份的年通胀率从7月份的2.6%降至2%，为2021年3月以来的最低水平。最新数据标志着价格增长连续第五个月低于3%，支持了韩国央行可能很快开始降息的观点。韩国央行最近下调了今年的通胀和GDP增长预测，表明准备降低借贷成本。

The South Korean won appreciated past 1,330 per dollar, hitting a one-week high as the dollar weakened on growing speculation that the Federal Reserve could still deliver a jumbo half-point rate reduction next week. Analysts pointed to media reports from Financial Times and the Wall Street Journal suggesting the Fed’s decision would be a close call, as well as higher US jobless weekly claims as the main factors driving recent expectations. Domestically, data showed that South Korea’s annual inflation rate slowed to 2% in August from 2.6% in July, the lowest reading since March 2021. The latest figure marked the fifth consecutive month that price growth stayed below 3%, supporting the view that the Bank of Korea may start cutting rates soon. The BOK recently revised its inflation and GDP growth forecasts lower for this year, signaling readiness to lower borrowing costs.

基准韩国综合股价指数周五在2573点左右波动，难以延续前一交易日的反弹，因为汽车股的上涨被芯片制造商的大幅下跌所抵消。现代汽车在与通用汽车就联合汽车开发和清洁能源技术进行合作谈判后上涨1.5%，提振了现代摩比斯、现代威亚及其姊妹公司起亚等子公司的股价，起亚上涨1.6%至3.8%。金融类股也出现反弹，KB Financial（3.7%）、新韩金融（3.2%）和Hana Financial（3.3%）领涨。与此同时，三星电子股价下跌1.8%，因印度工人在谈判未达成协议的情况下继续罢工，而其同行SK海力士股价下跌2.7%，创下自昨日3月以来的最佳交易日。在经济新闻方面，韩国8月份进口价格同比上涨1.8%，为五个月来最低，而出口价格飙升5.7%。本周，基准指数将上涨，结束连续两周的下跌。

The benchmark KOSPI fluctuated around 2,573 points on Friday, struggling to extend its rebound from the previous session as gains in auto stocks were offset by sharp losses in chipmakers. Hyundai Motors advanced 1.5% following collaboration talks with GM on joint vehicle development and clean-energy technology, boosting affiliates such as Hyundai Mobis, Hyundai Wia, and its sister company Kia Corp, which gained between 1.6% and 3.8%. Financial stocks also rallied, with KB Financial (3.7%), Shinhan Financial (3.2%), and Hana Financial (3.3%) leading the gains. Meanwhile, Samsung Electronics shed 1.8% as workers in India continued their strike after talks ended without an agreement, while its peer SK Hynix tumbled 2.7% after posting its best session since March yesterday. In economic news, South Korea's import prices rose 1.8% year-on-year in August, slowest in five months, while export prices surged 5.7%. For the week, the benchmark index is set to rise, ending a two-week losing streak.