基准韩国综合股价指数周五下跌0.2%，至3220点左右，结束了连续四天的上涨，因为外国投资者在美国对主要贸易伙伴征收更高关税的不确定性挥之不去的情况下成为净卖家。韩国获得了15%的基准利率下调，但官员警告称，这仍可能影响出口商的利润率。政策风险加剧打压了市场情绪，美国关税上调的前景有可能引发亚洲股市更广泛的避险行动。在国内，钢铁和能源股领跌，浦项制铁控股下跌0.5%，LG能源解决方案下跌1.6%，韩国电力下跌3.2%，SK创新下跌0.9%。这些下降抵消了部分科技公司的增长，包括韩国最大的互联网门户运营商Naver，该公司第二季度净利润同比增长近50%。三星电子也扩大了涨幅，此前有报道称，该公司将在德克萨斯州联合生产苹果的下一代处理器。
The benchmark KOSPI fell 0.2% to around 3,220 on Friday, ending a four-day winning streak as foreign investors turned net sellers amid lingering uncertainties over higher US tariffs on major trading partners. South Korea secured a reduced baseline rate of 15%, but officials warned it may still hit exporters’ margins. Heightened policy risks weighed on sentiment, with the prospect of higher US duties threatening to trigger broader risk-off moves across Asian equities. Domestically, steel and energy stocks led the downturn, with POSCO Holdings falling 0.5% and LG Energy Solution dropping 1.6%, while Korea Electric Power tumbled 3.2% and SK Innovation shed 0.9%. These declines offset gains in select technology names, including Naver, South Korea’s largest internet portal operator, which posted a second-quarter net profit rising nearly 50% from a year earlier. Samsung Electronics also extended gains after reports of a joint project to produce Apple’s next-generation processors in Texas.
