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%).