韩国20年期国债 (SouthKorea20Y) 加自选

美元兑韩元跌至1351.00的34周低点。在过去的4周里，美元韩元下跌了4.46%，在过去的12个月里，韩元下跌了1.61%。

USDKRW decreased to a 34-week low of 1351.00. Over the past 4 weeks, US Dollar South Korean Won lost 4.46%, and in the last 12 months, it decreased 1.61%.

周四，韩元兑美元升值至1360元左右，打破了连续两天的下跌，因为新总统提出的市场改革提振了对当地资产的需求。6月11日，韩国总统李在明提议削减股息收入税，改善公司治理，以提高股东价值，解决“韩国折扣”问题。投资者对这些措施表示欢迎，但对公司财务的长期影响仍存在担忧。与此同时，韩国央行行长李昌镛警告称，过度的货币宽松政策可能会重新点燃房地产价格泡沫，加剧汇率波动。央行最近在5月29日将关键利率降至2.5%，但表示对进一步降息持谨慎态度。财政刺激和温和货币立场的政策组合增加了投资者对经济稳定和市场风险的关注。

The South Korean won appreciated to around 1,360 per dollar on Thursday, breaking a two-day slide as the new president's proposed market reforms boosted demand for local assets. On June 11, President Lee Jae-myung proposed cutting taxes on dividend income and improving corporate governance to raise shareholder value and address the "Korea Discount." Investors welcomed the measures, though concerns linger over long-term impacts on corporate finances. Meanwhile, Bank of Korea Governor Rhee Chang-yong warned that excessive monetary easing could reignite property price bubbles and fuel exchange rate volatility. The central bank had recently cut its key interest rate to 2.5% on May 29 but signaled caution about further reductions. The policy mix of fiscal stimulus and a dovish monetary stance has increased investor focus on economic stability and market risks.

韩国综合股价指数周四上涨0.5%，至2920点以上，为三年多来的最高水平，连续第七次上涨。强劲的外资流入和投资者对李总统经济改革的乐观情绪推动了股市的反弹。李宣布了削减股息税的计划，并采取“一振出局”政策打击不公平交易，旨在提高市场透明度和吸引力。他的政党还重新提出了一项加强公司董事会职责的法案，反映了支持投资者的议程，其长期目标是将KOSPI推至5000。芯片和汽车股领涨，而金融股则出现获利回吐。在企业方面，显著上涨的公司包括SK海力士（0.2%）、LG能源解决方案（2.6%）、现代汽车（1.0%）和韩华航空航天（1.0%）。与此同时，三星电子（-0.7%）和KB金融集团（-0.9%）均出现亏损。

The KOSPI rose 0.5% on Thursday to over 2,920, its highest level in over three years and its seventh consecutive gain. The rally was fueled by strong foreign inflows and investor optimism over President Lee Jae-myung's economic reforms. Lee announced plans to cut dividend taxes and crack down on unfair trading with a “one-strike-out” policy, aiming to enhance market transparency and appeal. His party also reintroduced a bill to strengthen corporate board duties, reflecting a pro-investor agenda with a long-term goal of pushing the KOSPI to 5,000. Chip and auto stocks led gains, while financials saw profit-taking. On the corporate front, notable gainers included SK Hynix (0.2%), LG Energy Solution (2.6%), Hyundai Motor (1.0%), and Hanwha Aerospace (1.0%). Meanwhile, Samsung Electronics (-0.7%) and KB Financial Group (-0.9%) posted losses.

韩国总统李在明周三宣布计划改革该国的税收制度，以鼓励更高的股息支付，旨在使股市对投资者更具吸引力。在访问韩国交易所期间，李表示，降低股息收入税可能是有益的，只要它不会对公共财政产生重大影响。他还强调，需要采取监管措施来遏制不公平的贸易行为。他推出了“一次打击”政策，对非法交易实施严厉处罚，以加强市场诚信。就在6月4日上任一天后，李的民主党重新提出了扩大公司董事会成员受托责任的立法，寻求加强股东保护。该党打算在本月内通过该法案。李更广泛的经济议程包括努力将韩国综合股价指数提高到5000点，这反映了他对振兴韩国金融市场的承诺。

South Korean President Lee Jae-myung announced plans on Wednesday to revamp the country's tax system to encourage higher dividend payouts, aiming to make the stock market more attractive to investors. During a visit to the Korea Exchange, Lee said that lowering taxes on dividend income could be beneficial, provided it does not significantly impact public finances. He also emphasized the need for regulatory measures to curb unfair trading practices. He introduced a “one-strike-out” policy, which imposes strict penalties on illegal trades to enhance market integrity. Just a day after taking office on June 4, Lee’s Democratic Party reintroduced legislation to expand the fiduciary duty of corporate board members, seeking to strengthen shareholder protections. The party intends to pass the bill within the month. Lee’s broader economic agenda includes efforts to boost the KOSPI index to 5,000, reflecting his commitment to revitalizing South Korea’s financial markets.