韩国KOSPI指数日内大涨4.00%，现报6956.73点。

CITIC Securities says whether the Fed hikes in September is not decisive for long-end rates or equity direction. In an era of rapid AI development, demand for government bonds as a traditional safe asset is likely structurally declining; the sell-off in US and European sovereigns reflects economic and market dynamics, not a reliable signal for near-term equity moves. Overall, markets remain range-bound; investors should not panic over overseas rates or overreact to stronger-than-expected market responses to rate moves. The deeper driver of widening long-end domestic-foreign spreads is a capital supply–demand mismatch; with cross-border goods trade facing greater friction, resolving the impasse may depend on outbound financial flows.

土耳其副总统耶尔马兹：由于伊朗战争带来的供应侧压力，通胀的强劲下行趋势暂时趋于平稳。