周四,基准韩国综合股价指数上涨1.2%,至3220点左右,延续了前一交易日的涨幅,投资者对强劲的经济数据和企业盈利反应积极。韩国第二季度GDP增长0.6%,避免了技术性衰退,在出口复苏和消费支出的推动下,实现了一年多来的最快增长。在企业方面,科技股领涨,SK海力士在第二季度收入创纪录后上涨3.4%,利润增长69%,这得益于强劲的人工智能芯片需求。LG能源解决方案(+6.2%)、三星生物制品(+6.0%)和韩华航空航天(+2.8%)也实现了稳健增长。与此同时,由于与美国财政部长斯科特·贝森特的日程安排冲突,7月25日在华盛顿举行的美韩高级别关税谈判被推迟。尽管如此,市场情绪仍然乐观,希望在8月新关税生效之前达成协议,双方都在努力尽快重新安排。
The benchmark KOSPI rose 1.2% to around 3,220 on Thursday, extending gains from the previous session, as investors reacted positively to strong economic data and corporate earnings. South Korea's GDP grew 0.6% in Q2, avoiding a technical recession and marking the fastest pace in over a year, driven by export recovery and consumer spending. On the corporate front, tech stocks led the rally, with SK Hynix climbing 3.4% after posting record Q2 revenue and a 69% jump in profit, fueled by robust AI chip demand. LG Energy Solution (+6.2%), Samsung Biologics (+6.0%), and Hanwha Aerospace (+2.8%) also posted solid gains. Meanwhile, high-level US-South Korea tariff talks on July 25 in Washington were postponed due to a scheduling conflict with US Treasury Secretary Scott Bessent. Still, sentiment remains optimistic amid hopes that a deal could be reached before new tariffs take effect in August, with both sides working to reschedule as soon as possible.