KOSPI falls as investors remain cautious ahead of chip earnings

The KOSPI fell 1.46 percent in Seoul on Monday as renewed Middle East tensions pushed oil prices higher and investors awaited chipmakers’ earnings. Foreign investors sold a net 6.955 trillion won in shares, while institutional and retail investors were net buyers. SK hynix and Samsung Electronics were scheduled to report third-quarter results Wednesday and Thursday, respectively. Investors were also watching the U.S. Federal Reserve’s policy meeting and major U.S. technology companies’ earnings.

The KOSPI closed at 5,469.47, down 80.83 points from the previous session.

Brent crude futures hovered around $115 a barrel after rising about 6 percent the previous week amid concerns about energy-supply disruptions.

Microsoft and Alphabet were scheduled to report results Wednesday local time, followed by Amazon, Intel and Sandisk on Thursday.

The Kosdaq fell 3.26 percent to 727.21, while the won-dollar exchange rate closed at 1,323.1 won per dollar.

The Federal Reserve’s policy meeting was scheduled for Tuesday and Wednesday; the article said it was widely expected to leave interest rates unchanged.

Published Oct 26, 2026 4:17 pm KST

The won-dollar exchange rate, benchmark KOSPI and Kosdaq indexes are displayed at Hana Bank's dealing room in Seoul, Monday. The benchmark index closed at 5,469.47, down 1.46 percent, or 80.83 points, from the previous session. Yonhap

The benchmark KOSPI fell Monday as renewed tensions in the Middle East sent oil prices higher, while investors remained cautious ahead of earnings announcements from Korea's major chipmakers later this week.

The KOSPI closed at 5,469.47, down 1.46 percent, or 80.83 points, from the previous session.

Foreign investors sold a net 6.955 trillion won ($5.26 billion) worth of shares, while institutional and retail investors bought a net 6.11 trillion won and 474 billion won, respectively.

Blue-chip stocks also closed lower. SK hynix fell 2,000 won to 1,275,000 won, while Samsung Electronics dropped 2,500 won to 213,000 won.

Renewed tensions in the Middle East weighed on investor sentiment, with reports that U.S. President Donald Trump was considering resuming strikes on Iran, fueling concerns over escalating conflicts.

Brent crude futures hovered around $115 a barrel after rising about 6 percent last week on fears of disruptions to energy supplies.

Investors also turned cautious ahead of earnings reports from Korea's two major chipmakers. SK hynix is scheduled to report its third-quarter results Wednesday, followed by Samsung Electronics on Thursday.

Major U.S. technology companies are also due to report results this week, offering a gauge of whether artificial intelligence (AI)-related revenue and profits are keeping pace with heavy spending on data centers and other infrastructure. Microsoft and Alphabet are scheduled to report Wednesday (local time), followed by Amazon, Intel and Sandisk on Thursday.

"The market's main concern is no longer the growth potential of the AI industry itself, but whether massive capital spending can translate into actual revenue and profits. If monetization lags, or uncertainty grows over future semiconductor demand, selling pressure could persist," said Han Ji-young, an analyst at Kiwoom Securities.

The U.S. Federal Reserve's policy meeting set for Tuesday and Wednesday is another focus for investors. While the Fed is widely expected to leave interest rates unchanged, its policy outlook could influence market expectations.

Meanwhile, the secondary bourse Kosdaq fell 3.26 percent to close at 727.21, down 24.48 points from the previous session.

On Seoul's foreign exchange market, the won-dollar exchange rate closed at 1,323.1 won per dollar, down 1.5 won from the previous session.

周一，韩国综合股价指数（KOSPI）在首尔下跌1.46%，原因是中东紧张局势再度升级推高油价，投资者正等待芯片制造商的财报。外国投资者净卖出6.955万亿韩元股票，而机构投资者和散户投资者则净买入。SK海力士和三星电子分别定于周三和周四公布第三季度业绩。投资者同时也在关注美联储的政策会议以及美国主要科技公司的财报。

韩国综合股价指数（KOSPI）收于5469.47点，较前一交易日下跌80.83点。

受能源供应中断担忧的影响，布伦特原油期货价格在前一周上涨约 6% 后，徘徊在每桶 115 美元左右。

微软和Alphabet原定于当地时间周三公布业绩，亚马逊、英特尔和闪迪则定于周四公布业绩。

韩国创业板指数下跌 3.26%，收于 727.21 点；韩元兑美元汇率收于 1 美元兑 1323.1 韩元。

美联储的政策会议定于周二和周三举行；文章称，外界普遍预期美联储将维持利率不变。

发布于2026年10月26日下午4:17（韩国标准时间）

周一，韩亚银行首尔交易大厅展示了韩元兑美元汇率、韩国综合股价指数（KOSPI）和韩国创业板指数（Kosdaq）。韩国综合股价指数收于5469.47点，较前一交易日下跌1.46%，即80.83点。（韩联社）

周一，由于中东紧张局势再度升级导致油价上涨，韩国基准股指KOSPI下跌。与此同时，投资者在韩国主要芯片制造商本周晚些时候公布财报前仍保持谨慎。

韩国综合股价指数（KOSPI）收于5469.47点，较前一交易日下跌1.46%，即80.83点。

外国投资者净卖出价值 6.955 万亿韩元（52.6 亿美元）的股票，而机构投资者和散户投资者分别净买入 6.11 万亿韩元和 4740 亿韩元的股票。

蓝筹股也收跌。SK海力士股价下跌2000韩元，收于127.5万韩元；三星电子股价下跌2500韩元，收于21.3万韩元。

中东局势再度紧张，令投资者情绪承压。有报道称，美国总统唐纳德·特朗普正在考虑恢复对伊朗的空袭，这加剧了人们对冲突升级的担忧。

由于担心能源供应中断，布伦特原油期货价格上周上涨约 6%，目前徘徊在每桶 115 美元左右。

在韩国两大芯片制造商发布财报前，投资者也变得谨慎起来。SK海力士定于周三公布第三季度业绩，三星电子则将于周四发布。

美国主要科技公司本周也将陆续公布业绩，这将反映出人工智能（AI）相关的收入和利润是否能跟上数据中心和其他基础设施方面的巨额支出。微软和Alphabet计划于周三（当地时间）发布财报，亚马逊、英特尔和闪迪则将于周四发布。

“市场的主要关注点不再是人工智能产业本身的增长潜力，而是巨额资本支出能否转化为实际的收入和利润。如果商业化进程滞后，或者未来半导体需求的不确定性增加，抛售压力可能会持续存在，”Kiwoom证券分析师韩智英表示。

美联储将于周二和周三召开的政策会议是投资者关注的另一个焦点。尽管市场普遍预期美联储将维持利率不变，但其政策前景可能会影响市场预期。

与此同时，韩国二级市场 Kosdaq 下跌 3.26%，收于 727.21 点，较前一交易日下跌 24.48 点。

在首尔外汇市场上，韩元兑美元汇率收于1美元兑1323.1韩元，比前一交易日下跌1.5韩元。