韩国KOSPI指数 (KOSPI) 加自选

基准韩国综合股价指数周一上涨1.2%，收于2607点，扭转了周五的跌势，创下六周多来的新高，芯片和汽车股领涨，对美中贸易谈判持乐观态度。为期两天的高风险谈判于周日在日内瓦结束，双方都报告了“实质性进展”。美国官员吹捧了一项减少美国贸易逆差的协议，而中国官员则强调了“重要共识”和新经济对话论坛的启动。投资者还关注即将在本周亚太经合组织贸易部长会议间隙举行的美国和韩国之间的会谈。在芯片制造商中，三星电子上涨5.1%，SK海力士上涨2.6%。在汽车领域，现代汽车和起亚分别飙升3.1%和3.5%。相反，在美国计划降低药品价格后，生物制药股下跌，三星生物制品下跌4.7%，Celltrion下跌3.9%。

The benchmark KOSPI climbed 1.2% to close at 2,607 points on Monday, reversing losses from Friday’s session to hit an over six-week high, led by gains in chip and auto stocks amid optimism over US-China trade talks. The two-day high-stakes negotiations wrapped up Sunday in Geneva, with both sides reporting “substantial progress.” US officials touted a deal to reduce the US trade deficit, while Chinese officials highlighted an “important consensus” and the launch of a new economic dialogue forum. Investors also eyed upcoming talks between the US and South Korea set to take place on the sidelines of this week’s APEC Trade Ministers’ meeting. Among chipmakers, Samsung Electronics jumped 5.1%, while SK Hynix rose 2.6%. In autos, Hyundai Motor and Kia Corp surged 3.1% and 3.5%, respectively. Conversely, biopharma stocks fell after U.S. plans to cut drug prices, with Samsung Biologics down 4.7% and Celltrion off 3.9%.

周一，韩元兑美元汇率保持在最近的1395美元左右，因为美中贸易谈判在周末于日内瓦举行的首次高级别关税谈判后支撑了市场情绪。虽然具体细节尚不清楚，但两国都报告称，在旨在缓解贸易紧张局势的讨论中取得了“实质性进展”。美国财政部长Scott Bessent称会谈富有成效，而中国国务院副总理何立峰则表示已达成“重要共识”。投资者等待贸易协议的进一步明确，预计两国将在当天晚些时候发布联合声明。在国内，韩国6月3日总统选举的官方竞选活动在候选人登记结束后于周一开始，启动了为期22天的公众宣传活动。

The South Korean won held its recent gain around 1,395 per dollar on Monday, as US-China trade talks supported market sentiment following their first high-level tariff negotiations in Geneva over the weekend. While specific details are unclear, both nations reported "substantial progress" in their discussions aimed at easing trade tensions. US Treasury Secretary Scott Bessent described the talks as productive, while Chinese Vice Premier He Lifeng noted an "important consensus" was reached. Investors await further clarity on the trade deal, with a joint statement from the two countries expected to be released later in the day. Domestically, official campaigning for South Korea’s June 3 presidential election kicks off Monday following the close of candidate registration, launching a 22-day period of public outreach.

基准韩国综合股价指数周一上涨0.7%，至2594点左右，扭转了周五的跌势，这得益于周末在日内瓦举行的为期两天的美中贸易谈判后的乐观情绪。虽然具体细节尚不清楚，但两国都报告称，在旨在缓解贸易紧张局势的讨论中取得了“实质性进展”。美国财政部长Scott Bessent称会谈富有成效，而中国国务院副总理何立峰则表示已达成“重要共识”。投资者等待贸易协议的进一步明确，预计周一将发布联合声明。在国内，韩国6月3日总统选举的官方竞选活动在候选人登记结束后于周一开始，开始了为期22天的公众宣传活动。在指数权重股中，芯片、汽车制造商和金融股领涨，如SK海力士（2.5%）、现代汽车（1.2%）和新韩金融（1.8%）。

The benchmark KOSPI rose 0.7% to around 2,594 points on Monday, reversing losses in Friday’s session, buoyed by optimism following two days of US-China trade talks in Geneva over the weekend. While specific details are unclear, both nations reported "substantial progress" in their discussions aimed at easing trade tensions. US Treasury Secretary Scott Bessent described the talks as productive, while Chinese Vice Premier He Lifeng noted an "important consensus" was reached. Investors await more clarity on the trade deal, with a joint statement expected to be released on Monday. Domestically, official campaigning for South Korea’s June 3 presidential election begins Monday after candidate registration closes, kicking off 22 days of public outreach. Among index heavyweights, chip, automakers, and financials led the advance, such as SK Hynix (2.5%), Hyundai Motor (1.2%), and Shinhan Financial (1.8%).

基准韩国综合股价指数周五小幅下跌，收于2577点，电池制造商的损失抵消了汽车股的强劲涨幅。然而，该指数本周仍上涨0.7%，标志着连续第四周上涨，这得益于对美国与主要经济体贸易谈判的乐观情绪。周四，特朗普总统和英国首相斯塔默公布了一项有限贸易协议，该协议保留了美国对英国出口产品10%的关税，但放宽了汽车关税，扩大了农业准入。与此同时，中国表示有信心在本周末于瑞士举行的关键关税谈判之前，妥善处理与美国的贸易紧张局势。韩国还将于下周与美国举行后续会谈，双方将努力在7月前敲定贸易方案。在电池类股中，LG能源解决方案和三星SDI分别下跌2.9%和1.1%。此外，造船厂和生物制药公司也面临着压力。从好的方面来看，汽车制造商现代汽车和起亚公司都上涨了1.5%以上。

The benchmark KOSPI edged lower to close at 2,577 points on Friday, as losses in battery makers offset strong gains among auto stocks. However, the index still rose 0.7% for the week, marking a fourth straight weekly advance, supported by optimism over US trade talks with major economies. On Thursday, President Trump and UK Prime Minister Starmer unveiled a limited trade deal that keeps the 10% US tariff on British exports but eases duties on cars and expands agricultural access. Meanwhile, China expressed confidence in managing trade tensions with the US ahead of key tariff talks set for this weekend in Switzerland. South Korea is also set to hold follow-up talks with the US next week, as both sides work toward finalizing a trade package by July. Among battery stocks, LG Energy Solutions and Samsung SDI shed 2.9% and 1.1%, respectively. Additionally, shipbuilders and biopharmaceutical firms faced pressure. On the upside, automakers Hyundai Motor and Kia Corp both climbed over 1.5%.