日经、韩综指收涨：日本或加息，韩国或10月降息

Group 1 - The Nikkei 225 index rose by 0.4% to 42,807.82 points, led by gains in metal and machinery stocks [1] - The South Korean Composite Stock Price Index increased by 1.3% to 3,209.86 points, following the upward trend in US stocks [1] - The Bank of Japan's Governor Ueda Kazuo indicated that a tight labor market will continue to exert upward pressure on wages, suggesting a potential stabilization of inflation [1] Group 2 - Ueda's comments may fuel speculation of another interest rate hike this year, although he did not directly address monetary policy [1] - Nomura's global market research team noted that Fed Chair Powell's dovish remarks could provide more downward space for the USD/JPY exchange rate, increasing the likelihood of a rate cut in September [1] - Nomura is confident in shorting the USD/JPY trade, targeting 142.00 yen per dollar by the end of October [1] Group 3 - The South Korean won weakened, and the yield on South Korean benchmark bonds fell [1] - The Bank of Korea is expected to maintain interest rates unchanged for the second consecutive time in its upcoming policy meeting [1] - A survey indicated that 20 economists expect rates to remain unchanged, while 7 predict a rate cut [1]