Markets widely expect the Bank of Korea to raise rates on Thursday, a move likely to cool the Korean property market. Redevelopment and reconstruction projects, which typically require large resettlement loans and run about a decade, would be hit directly—most relocation loans are floating-rate, so a hike could immediately raise additional contribution payments and delay projects. Nam Hyuk-woo, real estate researcher at Woori Bank, warned that a rate rise combined with banks tightening lending and cutting quotas would create a double squeeze: weaker purchasing power for genuine buyers and wide
新闻速递 小金 07月15日 14:20 7
Japan's prime minister Takaichi said she does not believe the draft economic blueprint will be a source of market shock.
新闻速递 小金 07月15日 14:20 6
日本首相高市早苗：不认为经济蓝图草案会成为市场冲击的来源。
Seoul stocks reclaimed the 7,000 level as risk appetite returned; KOSPI intraday rose more than 8% on heavy foreign buying of semiconductor names. As of 14:30 local, foreigners were net buyers of KRW 2.4 tln (about $1.61 bln), more than double Tuesday’s near-KRW 1 tln net purchase. Institutional investors net bought KRW 180 bln, a slower pace than Tuesday; retail investors were the sole net sellers, offloading nearly KRW 2.5 tln.
【外资涌入芯片股，推动韩国KOSPI指数大涨逾8%】金十数据7月15日讯，周三，首尔股市重返7000点关口，随着风险偏好回升及外资加大买入力度，韩国KOSPI指数盘中一度飙升超过8%。截至当地时间下午2:30，外资净买入价值2.4万亿韩元（约合16.1亿美元）的股票，这一规模是前一天近1万亿韩元净买入额的两倍多。机构投资者净买入1,800亿韩元，买入力度较周二有所放缓。散户投资者是唯一的净卖出方，抛售了价值近2.5万亿韩元的股票。
Japanese prime minister TAKAICHI said food inf has eased slightly but remains high.
新闻速递 小金 07月15日 14:20 9
日本首相高市早苗：食品通胀略有降温，但仍很高。
日本首相高市早苗：将此视为建立一个消费税率可以灵活调整的系统的机会。
新闻速递 小金 07月15日 14:10 7
Japan Prime Minister TAKAICHI said food inf has eased slightly but remains elevated.
日本首相高市早苗：食品通胀略有放缓，但仍然处于高位。
Japanese Prime Minister Sanae Takaichi said per capita annual consumption tax burden exceeds 40,000 yen.
新闻速递 小金 07月15日 14:10 6
日本首相高市早苗：人均年度消费税负担超过4万日元。
新闻速递 小金 07月15日 14:10 5
【金山办公将推出独立AI办公智能体灵犀专业版，率先上线PC端】金十数据7月15日讯，从知情人士处获悉，金山办公即将推出独立AI原生办公智能体——灵犀专业版，该产品将率先上线pc版。产品主打个人专业办公助理，能够理解用户个人工作上下文，联动调用WPS文档内核与各类外部工具，最终将各类指令转化为可编辑、可追溯、支持多人协作的实体办公成果。
Antofagasta reported Q2 2026 copper production of 142,000 tonnes, down 1% QoQ; gold production was 46,300 oz, flat QoQ. Full-year production guidance remains unchanged.
智利安托法加斯塔公司：2026年第二季度铜产量为142,000吨，环比下降1%。黄金产量为46,300盎司，与上一季度持平。全年生产指引保持不变。
South Korean media report that margin requirements for leveraged semiconductor ETFs may be raised fivefold.
据韩媒报道，韩国杠杆型芯片ETF的保证金要求可能提高五倍。
新闻速递 小金 07月15日 14:01 6
【期货热点追踪】阿曼近海"安全航线"遭导弹袭击，霍尔木兹海峡避险逻辑彻底失效，战争险保费面临全线重估，集运欧线的成本与避险溢价将如何演绎？
据NBC新闻：根据美国国防部的公开估算，伊朗战争耗资约300亿美元，但美国内部估算的总成本则在800亿至1000亿美元之间。
BigGo Finance, citing market sources, reports markets broadly expect the BANK OF KOREA to raise the policy rate by 25bps to 2.75% from 2.50% at this Thursday’s meeting. That would be the first increase since January 2023 and likely signal the start of a tightening cycle. Bond strategists forecast further hikes to 3.00% by year-end and 3.25% in 1H next year, implying borrowers should price in at least a year of rising rates.
新闻速递 小金 07月15日 14:01 8
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