KOSPI falls as US 10-year yield tops 5%, oil prices rise

Korean stocks fell Tuesday as rising U.S. Treasury yields and crude oil prices outweighed bargain-hunting in semiconductor shares. The benchmark KOSPI closed at 6,627.26, down 0.85 percent, after turning lower in the afternoon. Foreign and institutional investors extended selling, while retail investors bought shares. The Kosdaq also fell, and the won weakened against the dollar.

The KOSPI touched an intraday low of 6,620.20 after turning lower after 2 p.m.

The U.S. 10-year Treasury yield hit 5.02 percent, and Brent crude rose from $105.68 to $107.35 a barrel.

Foreign investors sold a net 1.57 trillion won worth of shares, while institutional investors sold 904.4 billion won and retail investors bought 832.4 billion won.

The Kosdaq closed at 812.41, down 0.7 percent.

The won-dollar exchange rate closed at 1,359.4 won per dollar, up 12.1 won from the previous session.

Published Sep 15, 2026 4:12 pm KST

KOSPI and Kosdaq are displayed in the dealing room of Hana Bank in Seoul, Tuesday. The benchmark KOSPI closed at 6,627.26, down 0.85 percent from the previous session, while the secondary Kosdaq closed at 812.41, down 0.7 percent. Newsis

Korean stocks closed lower Tuesday as renewed concerns over rising U.S. Treasury yields and crude oil prices outweighed bargain-hunting in semiconductor shares, while foreign investors extended their selling streak to a fifth session.

The benchmark KOSPI closed at 6,627.26, down 0.85 percent from the previous session. After plunging 3.26 percent the previous day, the index rebounded as semiconductor stocks attracted bargain-hunting. However, the index turned lower after 2 p.m. and hit an intraday low of 6,620.20.

The reversal was triggered by a renewed deterioration in the macroeconomic backdrop. The U.S. 10-year Treasury yield hit 5.02 percent, while Brent crude extended its gains from $105.68 to $107.35 a barrel.

Foreign and institutional investors sold a net 1.57 trillion won ($1.15 billion) and 904.4 billion won worth of shares, respectively. Retail investors bought a net 832.4 billion won worth of shares.

SK hynix fell 0.41 percent to close at 1,690,000 won, while Samsung Electronics lost 0.2 percent to finish at 248,500 won.

Sector performance was mixed, with large-cap stocks coming under increased selling pressure.

Shipbuilding stocks weakened, giving back the previous session's gains. Samsung Heavy Industries, HD Korea Shipbuilding & Offshore Engineering and HD Hyundai Heavy Industries declined 6.33 percent, 6.74 percent and 5.32 percent, respectively.

Defense stocks also came under pressure as investors took profits. Hanwha Aerospace and Hanwha Systems declined 6.51 percent and 7.07 percent, respectively.

In contrast, battery stocks advanced as momentum tied to U.S. measures targeting China remained intact. Samsung SDI and LG Energy Solution gained 2.82 percent and 3.98 percent, respectively.

The Kosdaq fell 0.7 percent to close at 812.41.

Meanwhile, BlackRock on Monday revised its outlook on Korean equities back to overweight from neutral, saying, "Korean equities subsequently experienced losses, and summer deleveraging has since eased those leverage concerns, supporting our return to overweight."

周二，韩国股市下跌，美国国债收益率和原油价格上涨抵消了半导体股票的逢低买盘。基准韩国综合股价指数（KOSPI）收于6627.26点，下跌0.85%，午后交易一度走低。外国和机构投资者继续抛售，而散户投资者则买入股票。韩国创业板指数（KOSDAQ）也出现下跌，韩元兑美元汇率走弱。

韩国综合股价指数（KOSPI）在下午2点后走低，盘中一度触及6620.20点的低点。

美国 10 年期国债收益率达到 5.02%，布伦特原油价格从每桶 105.68 美元上涨至 107.35 美元。

外国投资者净卖出价值 1.57 万亿韩元的股票，而机构投资者净卖出 9044 亿韩元，散户投资者净买入 8324 亿韩元。

韩国Kosdaq指数收于812.41点，下跌0.7%。

韩元兑美元汇率收于1美元兑1359.4韩元，较前一交易日上涨12.1韩元。

发布于2026年9月15日下午4:12（韩国标准时间）

周二，首尔韩亚银行交易大厅内展示着韩国综合股价指数（KOSPI）和韩国创业板指数（KOSDAQ）。基准KOSPI收于6627.26点，较前一交易日下跌0.85%；KOSDAQ收于812.41点，下跌0.7%。纽西斯

周二，韩国股市收低，市场对美国国债收益率和原油价格上涨的担忧盖过了半导体股的逢低买入，而外国投资者则连续第五个交易日抛售股票。

韩国综合股价指数（KOSPI）收于6627.26点，较前一交易日下跌0.85%。该指数在前一交易日暴跌3.26%后，因半导体股票吸引逢低买盘而反弹。然而，下午2点后，该指数再次走低，盘中一度触及6620.20点的低点。

宏观经济环境再度恶化引发了此次逆转。美国10年期国债收益率跌至5.02%，布伦特原油价格从每桶105.68美元涨至107.35美元。

外国投资者和机构投资者分别净卖出价值1.57万亿韩元（11.5亿美元）和9044亿韩元的股票。散户投资者净买入价值8324亿韩元的股票。

SK海力士股价下跌0.41%，收于169万韩元；三星电子股价下跌0.2%，收于24.85万韩元。

各板块表现不一，其中大盘股面临更大的抛售压力。

造船类股走弱，回吐了前一交易日的涨幅。三星重工、HD韩国造船海洋工程公司和HD现代重工的股价分别下跌了6.33%、6.74%和5.32%。

由于投资者获利了结，国防股也承压。韩华航空航天和韩华系统分别下跌了6.51%和7.07%。

相比之下，受美国针对中国的措施影响，电池股上涨势头依然强劲。三星SDI和LG能源解决方案分别上涨2.82%和3.98%。

韩国创业板指数下跌0.7%，收于812.41点。

与此同时，贝莱德周一将对韩国股市的展望从“中性”重新调整为“增持”，称“韩国股市随后出现下跌，但夏季去杠杆化缓解了这些杠杆方面的担忧，这支持了我们恢复对韩国股市的增持评级。”