11月初韩国贸易改善，进出口增加。周一海关数据显示，11月前10天，韩国出口同比增长6.4%，进口增长8.2%。该期间的贸易差额为12.2亿美元的临时赤字。

South Korean trade improved in early November, imports and exports higher.South Korea's exports rose 6.4% year-on-year in the first 10 days of November, while imports increased 8.2%, customs data showed Monday. The trade balance for the period stood at a provisional deficit of US $1.22 billion.

周一，韩国综合股价指数上涨近3%，收于4050点以上，收复了上周跌幅的一半以上，因为全球风险情绪有所改善，人们希望结束美国政府创纪录的长期停摆。上周，全球股市面临压力，由于对人工智能估值过高的担忧日益加剧，科技股首当其冲。然而，随着逢低买盘者的介入，这些担忧在本周初似乎有所缓解。芯片制造商和人工智能相关股票领涨，SK海力士（5.1%）、三星电子（2.4%）和Koh Young Technology（10.6%）强劲上涨。金融公司也贡献了涨幅，包括KB Financial（4.3%）、新韩金融（2.7%）和未来资产证券（3.5%）。与此同时，韩国市场仍然容易受到波动加剧的影响，因为上周保证金贷款跃升至历史最高水平。

The KOSPI Composite Index rallied nearly 3% to above 4,050 on Monday, recovering more than half of the losses from last week as global risk sentiment improved amid hopes for an end to the record-long US government shutdown. Last week, global stocks came under pressure, with technology shares bearing the brunt due to mounting concerns over stretched AI valuations. However, those fears appear to have eased at the start of the week, with bargain hunters stepping in. Chipmakers and AI-related stocks led the advance, with strong gains from SK Hynix (5.1%), Samsung Electronics (2.4%) and Koh Young Technology (10.6%). Financial firms also contributed to gains, including KB Financial (4.3%), Shinhan Financial (2.7%) and Mirae Asset Securities (3.5%). Meanwhile, South Korea’s market remains vulnerable to heightened volatility as margin lending jumped to an all-time high last week.

基准韩国综合股价指数周五下跌1.54%，至3965点左右，扭转了前一交易日的涨势，并在华尔街隔夜下跌后创下两周新低。首尔股市的下跌反映了美国主要股指的下跌，由于对潜在的人工智能泡沫的重新担忧和劳动力市场降温的迹象，这些指数有所回落。对人工智能相关股票估值过高的担忧严重打压了大盘股科技股，尤其是那些在半导体和人工智能领域有重大敞口的股票，拖累了大盘走低。大多数行业都处于负值区域，科技股领跌。SK海力士（-1.35%）、三星电子（-0.60%）、LG电子（-4.14%）和Naver（-1.04%）在早盘交易中下跌。

The benchmark KOSPI fell 1.54% to around 3,965 on Friday, reversing gains from the previous session and marking a two-week low following overnight losses on Wall Street. The decline in Seoul mirrored losses in major US indexes, which retreated amid renewed concerns over a potential AI bubble and indications of a cooling labor market. Fears of inflated valuations in AI-related equities weighed heavily on large-cap technology stocks, particularly those with significant exposure to the semiconductor and artificial intelligence sectors, dragging the broader market lower. Most sectors were in negative territory, with technology shares leading losses. SK Hynix (-1.35%), Samsung Electronics (-0.60%), LG Electronics (-4.14%), and Naver (-1.04%) declined in early trade.

韩元兑美元汇率触及1450.00，为2025年4月以来的最低水平。在过去的4周里，美元韩元上涨了2.38%，在过去的12个月里，韩元上涨了4.78%。

The South Korean Won touched 1450.00 against the USD, the lowest since April 2025. Over the past 4 weeks, US Dollar South Korean Won gained 2.38%, and in the last 12 months, it increased 4.78%.