法国总统府：法国总统马克龙昨晚与美国总统特朗普、加拿大总理卡尼就全球能源形势进行了通话。法国总统在通话中谈及需要共同努力应对燃油价格上涨以及确保成品油供应。法国计划与七国集团领导人举行电话会议，以协调应对价格和供应问题的行动。

Nomura economist Jeong Woo Park said Korea’s chip-driven export surge has not translated into higher wages, consumption or services inflation. While strong exports raise upside growth risk and reinforce a hawkish Bank of Korea bias, a weakening labor market, falling real wages and soft consumption argue against meaningful spillovers to the wider economy. Park maintains a forecast for two further 25bp Bank of Korea hikes, likely in Nov 2026 and Feb 2027, taking the terminal rate to 3.50%; he said any move beyond 3.50% would require evidence of export spillovers and sustained domestic inflationary pressure.

韩国KOSPI指数10月2日（周五）收盘上涨32.39点，涨幅0.46%，报7003.74点。