美国正式确认特朗普将于10月29日至30日访问韩国。美国财政部长贝森特昨天表示，特朗普和Xi在韩国的会晤仍在“轨道上”。因此，我们看到美国阵营证实特朗普出席了会议。

US officially confirms that Trump will visit South Korea on 29-30 October.US Treasury secretary Bessent yesterday said that a meeting between Trump and Xi in South Korea remains "on track". And so, we're seeing the US camp confirm Trump's attendance here.

周四，韩国综合股价指数上涨1.7%，创下3720点的新高，这得益于首尔和华盛顿之间贸易谈判的乐观情绪以及主要科技股的上涨。在美国和韩国官员的评论表明双方正在接近达成一项协议后，市场情绪有所改善，该协议可能会放宽对韩国出口的关税并促进投资流动。在企业方面，随着美国和欧洲主要半导体公司的乐观业绩，全球芯片势头在人工智能相关需求的复苏中进一步增强，提振了人们对韩国科技行业的信心。三星电子创历史新高，上涨2.3%，而SK海力士上涨4.0%。此外，汽车股飙升，因为投资者预计关税可能从25%降至15%的潜在收益，现代汽车上涨7.6%，起亚公司上涨6.6%，表现最为强劲。

The benchmark KOSPI rose 1.7% to a new record high of 3,720 on Thursday, lifted by optimism surrounding trade talks between Seoul and Washington and gains in major technology stocks. Sentiment improved after comments from US and South Korean officials signaled that the two sides were moving closer to finalizing an agreement that could ease tariffs on Korean exports and bolster investment flows. On the corporate front, global chip momentum strengthened further amid renewed AI-related demand, following upbeat results from major US and European semiconductor firms, boosting confidence toward Korea’s tech sector. Samsung Electronics hit an all-time high, adding 2.3%, while SK Hynix climbed 4.0%. Additionally, auto stocks surged as investors anticipated potential benefits from a possible tariff reduction to 15% from 25%, with Hyundai Motor advancing 7.6% and Kia Corporation jumping 6.6%, among the strongest performers.

周四，韩元兑美元汇率升至1417美元左右，连续第二个交易日上涨，因为美元因美中贸易关系再次紧张而走弱。在国内，随着首尔和华盛顿之间高风险贸易谈判取得进展的迹象，投资者情绪有所改善。据报道，两国在执行韩国7月达成的贸易框架下3500亿美元的投资承诺方面已接近一致。美国总统唐纳德·特朗普周三表示，首尔已同意“预付”承诺投资美国的金额。此前不久，美国财政部长斯科特·贝森特表示，两国即将解决关键分歧。两国政府计划在10月底之前敲定该协议，可能是在首尔举行的亚太经合组织峰会上，特朗普和李总统预计将在会上会面。

The South Korean won strengthened to around 1,417 per dollar on Thursday, extending gains for the second straight session as the dollar weakened on renewed strain in US–China trade relations. Domestically, investor sentiment improved amid signs of progress in high-stakes trade negotiations between Seoul and Washington. Both nations are reported to have moved closer to alignment over implementing South Korea’s $350 billion investment pledge under a trade framework settled on in July. President Donald Trump said Wednesday that Seoul had agreed to make an “upfront payment” of the pledged sum to invest in the US. His remarks came shortly after Treasury Secretary Scott Bessent suggested the two nations were close to resolving key disagreements. Both governments plan to finalize the deal by late October, potentially at the APEC summit in Seoul, where Trump and President Lee are expected to meet.

韩国8月份货币供应量增长从之前的6.4%攀升至6.8%。韩国8月份货币供应量增长从之前的6.4%攀升至6.8%

South Korea Money Supply Growth climbed from previous 6.4% to 6.8% in August.South Korea Money Supply Growth climbed from previous 6.4% to 6.8% in August