基准韩国综合股价指数周三上涨2.66%，收于2771点，创下十多个月来的最高水平，原因是李当选韩国新总统后投资者情绪有所改善。当选总统承诺通过一项全面的复苏计划振兴经济，该计划包括206亿美元的补充预算、放松管制以促进创新，以及对人工智能、生物技术和可再生能源的重大投资。此外，在美国关税问题上，李总统誓言要确保更好的贸易条件，深化与中国、日本和朝鲜的关系。芯片制造商和金融股领涨，如SK海力士（5.4%）、三星电子（1.6%）、新韩金融集团（5.6%）和KB金融集团（7.3%）。相反，Celltrion（0.5%）和Samsung Biologics（0.2%）出现了亏损。

The benchmark KOSPI rallied 2.66% to close at 2,771 on Wednesday, hitting its highest level in over ten months as investor sentiment improved following the election of Lee Jae-myung as South Korea's new president. The president-elect has pledged to revitalize the economy through a comprehensive recovery plan which includes a $20.6 billion supplementary budget, deregulation to foster innovation, and significant investments in AI, biotechnology, and renewable energy. Additionally, amid US tariff concerns, President Lee vows to secure better trade terms and deepen ties with China, Japan, and North Korea. Leading gains among major stocks were chipmakers and financials, such as SK Hynix (5.4%), Samsung Electronics (1.6%), Shinhan Financial Group (5.6%), and KB Financial Group (7.3%). Conversely, losses were seen in Celltrion (0.5%) and Samsung Biologics (0.2%).

韩国10年期债券收益率升至2.88%左右，达到4月初以来的最高水平，原因是总统选举结束后风险情绪改善，政治不确定性下降。反对党领袖李在明在提前选举中当选总统，这标志着在被弹劾的总统尹锡悦试图实施戒严令失败引发数月动荡之后的一个转折点。在经济方面，根据上个月发布的预估，韩国5月份的通胀率降至1.9%的五个月低点，此前国内生产总值意外收缩，这是自2020年第四季度以来的首次收缩。这些疲软的经济数据与韩国央行最近的降息决定相吻合，并预示着进一步放松以应对增长下行风险的可能性。央行最近还将2025年全年GDP预测下调至仅0.8%，远低于此前预测的1.5%。

South Korea’s 10-year bond yield rose to around 2.88%, reaching its highest level since early April, as improved risk sentiment followed the resolution of the presidential election and a decline in political uncertainty. Opposition leader Lee Jae-myung was elected president in a snap election, marking a turning point after months of turmoil sparked by impeached President Yoon Suk Yeol’s failed attempt to impose martial law. On the economic front, South Korea’s inflation rate fell to a five-month low of 1.9% in May, following an unexpected GDP contraction—the first since Q4 2020—according to advance estimates released last month. These weak economic figures align with the Bank of Korea’s recent rate cut decision and signal the possibility of further easing to address downside risks to growth. The central bank also recently slashed its full-year GDP forecast for 2025 to just 0.8%, considerably lower than the previous projection of 1.5%.

周三，韩元兑美元汇率攀升至1370韩元，接近八个月高点，自由派候选人李在明以49.4%的选票当选总统后，政治不确定性有所缓解。前总统尹锡悦因宣布戒严令而引发市场动荡，弹劾后，新政府带来了短期稳定感。尽管韩元略有回升，但经济前景仍然脆弱，因为韩国制造业在全球需求疲软和出口受美国关税拖累的情况下继续挣扎。韩国央行第四次将基准利率下调至2.5%，恰逢通胀放缓至1.9%，旨在灵活应对美国征收关税的影响。投资者也在等待李如何在全球贸易紧张局势持续的情况下平衡与美国和中国的关系。

The South Korean won climbed toward 1,370 per dollar on Wednesday, nearing eight-month highs amid easing political uncertainty after liberal candidate Lee Jae-myung secured the presidency with 49.4% of the votes. The new administration brought a sense of short-term stability following the impeachment of former President Yoon Suk Yeol, who had unsettled markets over his declaration of Martial Law. Despite the slight recovery in the won, the economic outlook remains fragile as South Korea's manufacturing sector continues to struggle amid weak global demand and exports weighed down by the US tariffs. The Bank of Korea cuts its benchmark interest rate for the fourth time to 2.5%, coinciding with a slowed inflation to 1.9%, aiming for flexibility to the impact of the imposed US tariffs. Investors also await how Lee balances ties with the US and China amid ongoing global trade tensions.

基准韩国综合股价指数周三上涨2.3%，至2760点左右，较前一交易日上涨0.5%，这得益于韩国总统大选结束后投资者情绪的改善和政治不确定性的减少。特朗普政府的贸易政策和限制，包括征收互惠关税的计划，引起了韩国出口商的担忧。作为回应，李总统承诺与美国谈判有利的贸易条件，并加强与中国、日本和朝鲜等主要伙伴的经济合作。在六个月的戒严对经济增长造成压力后，市场正在密切关注经济复苏的迹象。芯片制造商和金融股领涨，如SK海力士（6%）、三星电子（1.1%）、新韩金融集团（3.2%）和KB金融集团（2.8%）。相反，HD现代重工（3.7%）和三星生物制品（0.3%）出现亏损。

The benchmark KOSPI rose 2.3% to around 2,760 points on Wednesday, building on a 0.5% gain from the prior session, supported by improved investor sentiment following the conclusion of South Korea’s presidential election and the reduction of political uncertainty. The Trump administration's trade policies and restrictions, including plans to impose reciprocal tariffs, have raised concerns among South Korean exporters. In response, President Lee has pledged to negotiate favorable trade terms with the US and to enhance economic cooperation with key partners like China, Japan, and North Korea. Markets are closely watching for signs of economic recovery following six months of martial law that weighed on growth. Leading gains among major stocks were chipmakers and financials, such as SK Hynix (6%), Samsung Electronics (1.1%), Shinhan Financial Group (3.2%), and KB Financial Group (2.8%). Conversely, losses were seen in HD Hyundai Heavy Industries (3.7%) and Samsung Biologics (0.3%).