基准韩国综合股价指数周三上涨1.4%，至3610点左右，从前一交易日的下跌中反弹，因为对美国降息和增长前景改善的希望提振了市场情绪。对美联储可能恢复宽松政策的预期支持了整个亚洲更广泛的风险偏好。更令人乐观的是，国际货币基金组织将韩国2025年的增长预测上调至0.9%，理由是美国最近的关税措施和出口弹性的影响小于预期。在企业方面，科技股和工业股领涨，三星电子上涨1.6%，韩华航空上涨1.1%，斗山能源上涨7.4%，KB金融集团上涨2.6%。尽管如此，持续的地缘政治摩擦缓和了总体乐观情绪，投资者关注着最新的美中贸易措施和北京针对与韩国有联系的公司的报复行动，担心进一步升级可能会扰乱供应路线，抑制韩国制造商的出口前景。
The benchmark KOSPI rose 1.4% to around 3,610 on Wednesday, rebounding from losses in the previous session as hopes for US rate cuts and an improved growth outlook lifted sentiment. Expectations that the Federal Reserve could resume policy easing supported broader risk appetite across Asia. Adding to the optimism, the IMF raised South Korea’s 2025 growth forecast to 0.9%, citing a smaller-than-expected impact from recent US tariff measures and resilience in exports. On the corporate front, gains were led by technology and industrial stocks, with Samsung Electronics rising 1.6%, Hanwha Aerospace adding 1.1%, Doosan Enerbility advancing 7.4%, and KB Financial Group climbing 2.6%. Still, overall optimism was tempered by persistent geopolitical frictions, with investors monitoring the latest US–China trade measures and Beijing’s retaliation targeting South Korean-linked firms, wary that further escalation could disrupt supply routes and dampen export prospects for Korean manufacturers.
