韓國KOSPI指數延續漲勢，最新上漲3.5%，報6569.26點。

韓國8月前10日工作日均出口爲30.4億美元，較7月同期的35.1億美元回落約13%，但也明顯低於6月高點。疊加7月整體出口增速由6月的70.7%降至62.8%，韓國出口的同比增速高點可能已經出現。但這更接近高基數下的動能放緩，而非出口景氣反轉：8月前10日出口仍同比增長45.3%，半導體出口更增長155.4%至99.5億美元，佔出口總額接近一半。 如果未來出貨量維持平穩，而單位價值仍處高位，說明AI需求和產品結構升級正在削弱傳統存儲週期；如果產能釋放後銷量重新加速、價格卻開始回落，則會重新回到“擴產—供給增加—價格下跌”的傳統週期。

WSJ's Nick Timiraos says markets will focus on Wednesday's July inflation MoM print as a rising number of FOMC officials treat upcoming monthly inflation readings as decisive for whether their forecast of inflation falling to 2% over the next two years remains achievable without further rate hikes. New Fed chair Wosh has expressed skepticism about linking policy-sensitive forecast revisions to high-frequency data, saying he sees little practical value in the Fed's current "data-dependent" approach. A working group set up by Wosh appears intended to help design a replacement framework, but until a new framework is clarified the old one still appears to be guiding policy.