基准韩国综合股价指数周四上涨0.19%，收于2977点，从早些时候的下跌中恢复过来，因为汽车和芯片制造商的强劲抵消了能源和金融公司的下跌。由于担心美国可能介入中东事务，投资者情绪仍然低迷。雪上加霜的是，韩国央行预测，短期内整体通胀率可能会略低于2%的目标。央行将这一前景归因于美国对中国商品征收新关税的可能影响，这可能会促使中国出口商将货物转移到地区市场，以避免华盛顿贸易措施的影响。上涨方面，SK海力士（0.20%）和现代汽车（0.73%）领涨，而三星电子（-1%）和KB金融集团（-0.37%）领跌。

The benchmark KOSPI rose 0.19% to close at 2,977 points on Thursday, recovering from the earlier losses as strength in autos and chipmakers offset the decline in energy and financial firms. Investor sentiment remained subdued amid concerns over potential U.S. involvement in the Middle East. Adding to the pressure, the Bank of Korea forecast that headline inflation will likely stay just below its 2% target in the near term. The central bank attributed this outlook to the possible effects of new U.S. tariffs on Chinese goods, which may prompt Chinese exporters to divert shipments to regional markets in order to avoid the impact of Washington’s trade measures. On the upside, notable gains were from SK Hynix (0.20%), and Hyundai Motor (0.73%), while losses were led by Samsung Electronics (-1%) and KB Financial Group (-0.37%).

周四，韩元兑美元汇率跌破1380韩元，触及近一个月低点，主要原因是人们对美国对一些韩国出口产品征收关税的经济影响日益担忧。韩国央行表示，这些贸易壁垒可能会对国内价格和需求造成下行压力，加剧进一步放宽政策的预期。在美元走强的环境下，这种谨慎的立场增加了韩元的脆弱性。尽管与华盛顿就关税减免的讨论仍在继续，并可能在7月初结束，但投资者情绪仍然脆弱。正在进行的政府刺激和企业改革举措提供了一些支持；然而，外国资本流入一直不平衡，使韩元面临外部风险和全球货币政策分歧。

The South Korean won weakened past 1,380 per dollar on Thursday, hitting a near one-month low, pressured primarily by growing concerns over the economic impact of US tariffs imposed on some Korean exports. The Bank of Korea has indicated that these trade barriers may exert downward pressure on domestic prices and demand, fueling expectations of further policy easing. This cautious stance adds to the won’s vulnerability amid a stronger dollar environment. While discussions on tariff relief with Washington continue and may conclude by early July, investor sentiment remains fragile. Ongoing government stimulus and corporate reform initiatives provide some support; however, foreign capital inflows have been uneven, leaving the won exposed to external risks and divergent global monetary policies.

周四，基准韩国综合股价指数下跌0.4%，至2960点左右，从三年多来的高点回落，因为投资者在连续四周的市场反弹后获利回吐。在外部不确定性不断增加的情况下，投资者也采取了谨慎的立场，对美国可能参与中东事务的担忧突显了这一点。在国内，韩国央行预计，短期内整体通胀率将略低于该行2%的目标。央行将这一前景归因于美国对中国商品征收新关税的潜在影响，这可能会促使中国出口商将货物转移到地区市场，以避免华盛顿贸易措施的影响。在主要股票中，三星电子（0.3%）和汉华航空航天（1.6%）下跌。相反，SK海力士（0.4%）和现代汽车（0.5%）领涨。

The benchmark KOSPI fell 0.4% to around 2,960 on Thursday, pulling back from over three-year highs as investors raked in profits after four straight weeks of market rally. Investors also adopted a cautious stance amid mounting external uncertainties, highlighted by concerns on possible US involvement in the Middle East. Domestically, the Bank of Korea projected that headline inflation is expected to remain just below the bank’s 2% target in the near term. The central bank attributed the outlook to the potential impact of new US tariffs on Chinese goods, which may prompt Chinese exporters to divert shipments to regional markets in order to avoid the impact of Washington’s trade measures. Among major stocks, losses were seen for Samsung Electronics (0.3%) and Hanhwa Aerospace (1.6%). Conversely, leading gains were from SK Hynix (0.4%) and Hyundai Motor (0.5%).

周三，韩元兑美元汇率升至约1370韩元，因预计与华盛顿的贸易谈判将恢复势头，旨在7月初前完成关税减免。这一发展与人们对李总统的企业改革议程、稳定的外国资本流入、持续的政府刺激以及韩国央行对政策调整的谨慎态度的普遍乐观相吻合。虽然韩元显示出相对强势，但外部风险继续打压市场情绪。由于中东紧张局势，油价飙升，进口成本可能增加，5月份出口价格下降，反映了全球需求疲软。尽管最近有所上涨，韩元仍面临地缘政治不稳定、贸易摩擦和全球货币政策分歧的影响。

The South Korean won strengthened to about 1,370 per dollar on Wednesday, amid expectations of renewed momentum in trade talks with Washington aimed at finalizing tariff relief by early July. This development coincides with the broader optimism over President Lee Jae-myung’s corporate reform agenda, steady foreign capital inflows, ongoing government stimulus, and the Bank of Korea’s cautious approach to policy adjustments. While the won showed relative strength, external risks continue to weigh on sentiment. Oil prices have surged due to Middle East tensions, potentially increasing import costs, and export prices declined in May, reflecting soft global demand. Despite recent gains, the won remains exposed to geopolitical instability, trade friction, and diverging global monetary policies.