在美元贬值的支撑下，韩元兑美元汇率在1465左右走强，扭转了前一交易日的跌势。由于对美国经济放缓和与贸易不确定性升级相关的通胀风险上升的担忧，美元下跌。周三晚些时候，美国总统特朗普宣布对所有进口汽车征收25%的关税，同时对贸易伙伴征收互惠关税，该关税将于下周生效。为应对全球贸易的不确定性，韩国政府承诺“全力”支持其出口公司，公布了一项全面的一揽子计划，增强了人们对出口驱动型货币的信心。投资者现在期待着下周公布的新一轮韩国经济数据，包括贸易平衡、工业产出、零售额、采购经理人指数和通胀数据。

The South Korean won strengthened around 1,465 per dollar, reversing losses from the previous session, supported by a depreciating US dollar. The greenback declined amid concerns over a slowing US economy and rising inflation risks tied to escalating trade uncertainty. Late Wednesday, US President Trump announced a 25% tariff on all imported vehicles, alongside reciprocal tariffs on trading partners set to take effect next week. In response to global trade uncertainties, the South Korean government pledged 'all-out' support for its export firms, unveiling a comprehensive package that bolstered confidence for the export-driven currency. Investors now look ahead to a new wave of South Korean economic data, including trade balance, industrial output, retail sales, PMI, and inflation figures, set for release next week.

周三早盘，基准韩国综合股价指数下跌0.5%，至2631点左右，较前一交易日1.1%的强劲涨幅回落，汽车股承压。美国总统特朗普周三宣布对所有进口汽车征收25%的关税，该关税将于下周生效，投资者情绪受到打击。这项新的征税可能会对韩国的汽车行业产生重大影响，去年美国占韩国汽车出口总额的近一半。此外，特朗普将于4月2日公布互惠关税。在汽车制造商中，现代汽车（-2.6%）和姊妹公司起亚（-1.8%）领跌，尽管现代集团最近在美国制定了投资计划。其他值得注意的下跌包括芯片和钢铁制造商，如SK海力士（-2.3%）、浦项制铁（-2.1%）、韩国锌业（-1.9%）和现代钢铁（-3.1%），后者供应用于制造汽车和船舶的钢板。

The benchmark KOSPI fell 0.5% to around 2,631 points early Wednesday, retreating from the previous session’s strong 1.1% gain, as auto stocks came under pressure. Investor sentiment took a hit after US President Trump announced on Wednesday a 25% tariff on all imported vehicles, set to take effect next week. This new levy could significantly impact South Korea’s auto sector, with the US accounting nearly half of total car exports last year. In addition, Trump is set to unveil reciprocal tariffs on April 2. Among automakers, Hyundai Motor (-2.6%) and sister company Kia Corp (-1.8%) led the losses, despite Hyundai Group’s recent investment plan in the US. Other notable declines included chip and steel makers, such as SK Hynix (-2.3%), Posco Holdings (-2.1%), Korea Zinc (-1.9%), and Hyundai Steel (-3.1%), which supplies steel plates used in making vehicles and ships.

受芯片和电池股反弹的推动，基准韩国综合股价指数周三上涨1.1%，收于2644点，创下一个多月来的最高水平。该指数还追踪了华尔街的隔夜涨幅，因为预计特朗普的互惠关税将低于预期。在韩国，3月份商业情绪五个月来首次反弹，但由于全球贸易的不确定性，前景仍然悲观。在指数权重股中，芯片巨头三星电子和SK海力士均上涨近3%。在电池行业，LG Energy Solution在20亿美元的债券发行后飙升7.3%，为2023年11月以来的最大单日涨幅，因为LG集团重申电池是其核心业务，而三星SDI和LG化学分别上涨3.2%和4.8%。汽车制造商也出现了其他显著涨幅，现代汽车（0.9%）和姊妹公司起亚（0.6%）在该汽车集团公布了一项新的美国投资计划以帮助避免关税后继续上涨。

The benchmark KOSPI rose 1.1% to close at 2,644 points on Wednesday, hitting its highest level in over a month, driven by a rally in chip and battery stocks. The index also tracked Wall Street’s overnight gains amid expectations of softer-than-expected reciprocal tariffs from Trump. In South Korea, business sentiment rebounded for the first time in five months in March, but the outlook remained pessimistic due to global trade uncertainties. Among index heavyweights, chip giants Samsung Electronics and SK Hynix both climbed almost 3%. In the battery sector, LG Energy Solution surged 7.3%, its biggest daily gain since November 2023, following a $2 billion bond sale, as LG Group reaffirmed batteries as its core business, while Samsung SDI and LG Chem jumped 3.2% and 4.8%, respectively. Other notable gains were seen from automakers, with Hyundai Motor (0.9%) and sister company Kia Corp (0.6%) extending gains after the auto group unveiled a new US investment plan to help avoid tariffs.

由于美国即将推出的互惠关税的不确定性给出口驱动型货币带来压力，韩元小幅下跌至1美元兑1465韩元左右，拉低了前一交易日的涨幅。尽管预计这些关税将比以前的关税更加集中和限制，但新一轮关税仍标志着贸易紧张局势的升级。为了限制损失，韩国贸易部与出口相关机构周三宣布了一项全面的一揽子计划，包括紧急关税措施、商业战略咨询和创纪录的366万亿韩元贸易融资计划，以帮助企业应对保护主义政策。与此同时，围绕法院对尹锡悦总统弹劾案的预期裁决的政治担忧继续影响着人们的情绪。

The South Korean won edged lower to around 1,465 per dollar, pulling back gains from the previous session, as uncertainty over the upcoming rollout of US reciprocal tariffs pressured the export-driven currency. Although these tariffs are expected to be more focused and restricted than previous ones, the new round of duties still mark an escalation in trade tensions. Limiting the losses, South Korea’s Trade Ministry, alongside export-related agencies, announced a comprehensive package on Wednesday, including emergency tariff measures, business strategy consultations, and a record 366 trillion won trade financing scheme to help firms navigate protectionist policies. Meanwhile, political concerns surrounding the anticipated court ruling on President Yoon Suk Yeol's impeachment continued to weigh on sentiment.