周一，由于美国信用评级意外下调，美元走软，韩元兑美元汇率稳定在1397韩元左右。周五，穆迪宣布将美国评级从Aaa下调至Aa1，理由是预算赤字扩大和利息成本上升。与此同时，投资者正在密切关注美中贸易迅速休战后美韩贸易谈判的进展。在最新消息中，韩国贸易部长Ahn Duk-geun周五警告称，由于国内政治障碍持续存在，在7月最后期限前与美国达成关税协议可能会推迟。不过，他指出，双方本周将举行技术磋商，以推进谈判，预计6月将举行另一次部长级会议。

The South Korean won steadied around 1,397 per dollar on Monday amid a weakening US dollar following an unexpected downgrade of the US credit rating. On Friday, Moody's announced it was lowering the US rating from Aaa to Aa1, citing a widening budget deficit and rising interest costs. Meanwhile, investors are closely monitoring developments in US–South Korea trade talks following a swift trade truce between the US and China. In the latest update, South Korea’s Trade Minister Ahn Duk-geun cautioned on Friday that reaching a tariff agreement with the US by the July deadline may be delayed due to ongoing domestic political hurdles. However, he noted that both sides will hold technical consultations this week to advance negotiations, with another ministerial meeting expected in June.

周一，基准韩国综合股价指数下跌0.4%，至2616点，追随美国期货的跌幅，穆迪将美国长期以来的AAA信用评级下调至Aa1，突显了人们对美国经济政策不可预测的担忧。该评级机构指出，不断升级的福利支出、飙升的利息成本和持续的政治僵局是对该国长期债务可持续性的主要威胁。与此同时，投资者仍然关注正在进行的美韩关税谈判的进展。在企业方面，科技股受到的打击最为严重。三星电子下跌1.1%，SK海力士下跌2.2%。汽车股也面临压力，现代汽车下跌1.6%，起亚公司下跌1%。相比之下，电池制造商的表现更为出色。LG能源解决方案上涨1.4%，三星SDI上涨2.2%，此前在最近关税驱动的抛售中，其新股定价下调了17%。

The benchmark KOSPI dropped 0.4% to 2,616 points on Monday, tracking losses in the US futures, as concerns over unpredictable US economic policies were underscored by Moody’s downgrade of the country’s long-standing triple-A credit rating to Aa1. The rating agency pointed to escalating entitlement expenditures, surging interest costs, and ongoing political gridlock as major threats to the nation's long-term debt sustainability. Meanwhile, investors remained focused on developments in the ongoing US–South Korea tariff talks. On the corporate front, tech stocks were among the hardest hit. Samsung Electronics dropped 1.1%, while SK Hynix declined 2.2%. Auto stocks also came under pressure, with Hyundai Motor down 1.6% and Kia Corp falling 1%. In contrast, battery makers outperformed. LG Energy Solution rose 1.4%, and Samsung SDI gained 2.2% after slashing the pricing of its new shares by 17% amid a recent tariff-driven sell-off.

韩国代表团下周将访问美国，进行进一步的关税谈判。韩国贸易部长安杜根补充说，他在亚太经合组织会议上再次要求豁免美国的关税措施。但他没有透露格里尔是如何做到这一点的。

South Korea delegation to visit US next week for further tariff negotiations.South Korea's trade chief Ahn Duk-geun adds that he requested again for a waiver from US tariff measures at the APEC conference. But he's not offering any word on how Greer took to that.

基准韩国综合股价指数周五上涨0.2%，收于2623点，本周上涨1.9%，连续第五周上涨，因为低于预期的美国数据表明，美联储今年可能会两次降息，促使韩国出现类似的政策前景。投资者还评估了显示进口价格连续第三个月下降的数据，进一步强化了韩国央行放松的押注，同时等待正在进行的美韩关税谈判的进展。在企业新闻方面，芯片巨头SK海力士股价上涨2.1%，此前该公司报告称，由于对人工智能相关芯片的强劲需求，美国销售额占其第一季度收入的72%，高于去年同期的50%。投资者还注意到，SK海力士今年的HBM生产订单已满，这提振了该国主要出口行业芯片行业的乐观情绪。国防、造船和汽车类股领涨，如韩华航空航天（2.1%）、韩华海洋（0.8%）和起亚（0.9%）。

The benchmark KOSPI rose 0.2% to close at 2,623 points on Friday and advanced 1.9% for the week, marking its fifth straight weekly gain, as weaker-than-expected US data suggested the Federal Reserve may cut rates twice this year, prompting a similar policy outlook in South Korea. Investors also assessed data showing a third straight monthly drop in import prices, further reinforcing bets of easing by the Bank of Korea, while awaiting developments in ongoing US-Korea tariff talks. In corporate news, chip giant SK Hynix rallied 2.1% after reporting US sales accounted for 72% of its Q1 revenue, up from 50% a year earlier, fueled by strong demand for AI-related chips. Investors also noted SK Hynix’s fully booked HBM production for the year, fueling optimism in the chip sector, the country’s key export industry. Notable gains extended to defense, shipbuilding, and auto stocks, such as Hanwha Aerospace (2.1%), Hanwha Ocean (0.8%), and Kia Corp (0.9%).