周二，基准韩国综合股价指数下跌0.63%，至3561点左右，从盘中早些时候的历史高点回落，因为美中贸易摩擦再次加剧，对投资者情绪造成压力。在中国制裁韩国韩华海洋的五家美国公司以回应华盛顿对北京造船主导地位的调查后，市场失去了动力，这引发了人们对韩国可能陷入不断升级的贸易争端的担忧。此举发生之际，特朗普总统威胁要对中国进口商品征收额外关税，而北京方面则提高了美国船只的港口费，并收紧了矿产出口限制。新的紧张局势抑制了整个亚洲的风险偏好，促使主要科技公司获利回吐。在企业方面，三星电子下跌1.82%，SK海力士下跌0.84%，韩华航空下跌6.04%。当天早些时候，三星公布了强于预期的收益，这是三年多来最大的收益，随后股价上涨。

The benchmark KOSPI slipped 0.63% to around 3,561 on Tuesday, retreating from a record high earlier in the session as renewed US–China trade frictions weighed on investor sentiment. The market lost momentum after China sanctioned five US units of South Korea’s Hanwha Ocean in response to Washington’s probe into Beijing’s shipbuilding dominance, raising concerns that South Korea could be caught in the crossfire of escalating trade disputes. The move came as President Trump threatened additional tariffs on Chinese imports, while Beijing raised port fees on US vessels and tightened mineral export curbs. The renewed tensions dampened risk appetite across Asia, prompting profit-taking in major technology names. On the corporate front, Samsung Electronics fell 1.82%, SK Hynix lost 0.84%, and Hanwha Aerospace dropped 6.04%. Earlier in the session, shares had advanced after Samsung reported stronger-than-expected earnings, its largest in over three years.

周二，韩元兑美元汇率徘徊在1427美元附近，与前一交易日相比几乎没有变化，因为市场在正在进行的贸易谈判中谨慎评估了首尔和华盛顿的最新信号。经过数周的有限进展，总统办公室表示，美国已正式回应韩国关于3500亿美元投资计划的修订提案，该投资计划与计划将韩国商品关税从25%降至15%挂钩。美国提出了它所称的“新的替代方案”，表明技术讨论仍在继续，尽管实质性进展仍不确定。与此同时，首尔正在继续推动金融保障措施，包括可能的双边外汇互换安排，以确保在管理大规模资本流动的潜在影响方面的稳定性和有利条件。

The South Korean won hovered near 1,427 per dollar on Tuesday, showing little change from the previous session as markets cautiously evaluated recent signals from Seoul and Washington amid ongoing trade negotiations. After weeks of limited progress, the presidential office said the United States has formally responded to South Korea’s revised proposals on the $350 billion investment package tied to a planned tariff reduction on Korean goods from 25 percent to 15 percent. The United States presented what it described as a “new alternative” proposal, suggesting technical discussions are continuing, though substantive progress remains uncertain. Meanwhile, Seoul is maintaining its push for financial safeguards, including a possible bilateral foreign exchange swap arrangement, as it seeks to ensure stability and favorable terms in managing the potential impact of large capital flows.

周二，受科技股走强和贸易紧张局势缓解的支撑，基准韩国综合股价指数上涨0.1%，至3588点左右。在三星电子公布第三季度营业利润估计为12.1万亿韩元后，市场情绪有所改善，这是三年多来最大的营业利润，远高于市场预期，这得益于对人工智能相关存储芯片的需求激增。乐观的指引提振了人们对半导体周期持续复苏的乐观情绪，使三星股价创下历史新高，并提振了整个行业。SK海力士上涨2.7%，而LG能源解决方案上涨5.6%。从外部来看，该指数追踪了美国总统唐纳德·特朗普对中国采取更温和的语气，缓解了对关税升级的担忧后，华尔街科技股隔夜上涨。

The benchmark KOSPI rose 0.1% to around 3,588 on Tuesday, supported by strength in technology shares and easing trade tensions. Market sentiment improved after Samsung Electronics reported an estimated operating profit of KRW 12.1 trillion for the third quarter, marking its largest in over three years and well above market expectations, driven by surging demand for AI-related memory chips. The upbeat guidance fueled optimism over a sustained recovery in the semiconductor cycle, sending Samsung shares to a record high and boosting the broader sector. SK Hynix added 2.7%, while LG Energy Solution climbed 5.6%. Externally, the index tracked overnight gains on Wall Street's tech rally after US President Donald Trump struck a softer tone on China, easing concerns over escalating tariffs.

韩国正在与美国进行谈判，以建立双边外汇互换额度，作为更广泛贸易协议的一部分，因为人们担心美国拟议的投资可能会扰乱其货币市场。韩国财政部长Koo Yun-cheol周一告诉议会，首尔可能会寻求有条件的互换额度，估计每年可以在不耗尽央行储备的情况下向美国投资高达200亿美元，远低于7月份初步协议中概述的3500亿美元。韩国坚称，由于外汇风险，3500亿美元中的大部分将是贷款和担保，而不是直接投资，而特朗普总统曾表示首尔将“预付”。辜指出，华盛顿现在“在一定程度上”理解韩国的担忧。总统办公室确认了对首尔修订提案的回应，其中包括互换额度请求。预计该协议将于本月晚些时候在庆州举行的亚太峰会上正式确定。

South Korea is in talks with the U.S. to establish a bilateral foreign exchange swap line as part of a broader trade deal, amid concerns that proposed U.S. investments could disrupt its currency market. Finance Minister Koo Yun-cheol told parliament Monday that Seoul may seek a conditional swap line, estimating it could invest up to USD 20 billion annually in the U.S. without draining central bank reserves—far below the USD 350 billion outlined in July’s initial agreement. South Korea maintains that most of the USD 350 billion would be in loans and guarantees, not direct investment, due to FX risks, while President Trump had said Seoul would pay “upfront.” Koo noted Washington now understands South Korea’s concerns “to some degree.” The presidential office confirmed a response to Seoul’s revised proposal, which included the swap line request. The deal is expected to be formalized at the Asia-Pacific summit in Gyeongju later this month.