周二，韩元兑美元汇率升至1410左右，从上一交易日的大幅下跌中反弹，这得益于全球对美中贸易谈判进展的乐观情绪。美国和中国同意暂停对彼此商品征收大部分关税90天，美国将对中国进口商品的互惠关税从145%降至30%，而中国将对美国商品的关税从125%降至10%。在韩国，代理总统李柱浩强调了密切关注全球贸易发展的重要性，包括最近的美英贸易协议。他敦促政府各部委在未来的谈判中优先考虑国家利益，追求互惠互利的结果，特别是涉及美国的谈判。投资者的注意力现在转向了美国和韩国官员即将举行的会谈，预计会谈将在本周亚太经合组织贸易部长会议期间举行。

The South Korean won rose to around 1,410 per dollar on Tuesday, rebounding from sharp losses in the previous session, buoyed by global optimism over progress in US-China trade talks. The United States and China agreed to a 90-day suspension of most tariffs on each other’s goods, with the US reducing its reciprocal tariffs on Chinese imports from 145% to 30%, while China will cut tariffs on US goods from 125% to 10%. In South Korea, Acting President Lee Ju-ho highlighted the importance of closely monitoring global trade developments, including the recent US-UK trade deal. He urged government ministries to prioritize national interests and pursue mutually beneficial outcomes in future negotiations, especially those involving the United States. Investor attention is now turning to the upcoming talks between US and South Korean officials, expected to take place on the sidelines of this week’s APEC Trade Ministers’ meeting.

周二，基准韩国综合股价指数微涨0.1%，至2610点，标志着连续第二个交易日上涨，并在围绕美中贸易协议的持续乐观情绪中保持在一个多月来的最高水平。作为协议的一部分，美国将把对中国商品的关税从145%降至30%，而中国将把对美国进口产品的关税从125%降至10%。在韩国，韩国代理总统李柱浩强调，有必要监测美英协议等贸易发展，并敦促各部委在即将举行的会谈中优先考虑国家利益和互利，特别是与美国的会谈。投资者现在正将注意力转向美国和韩国官员即将举行的讨论，预计这些讨论将在本周亚太经合组织贸易部长会议期间举行。在个股中，SK海力士（1.9%）、三星Bilogics（1.6%）和Celltrion（1.9%）上涨。

The benchmark KOSPI edged higher by 0.1% to 2,610 points on Tuesday, marking its second consecutive session of gains and remaining at its highest level in over a month amid continued optimism surrounding the US-China trade deal. As part of the agreement, the US will reduce its tariffs on Chinese goods from 145% to 30%, while China will lower tariffs on US imports from 125% to 10%. In South Korea, Acting President Lee Ju-ho emphasized the need to monitor trade developments like the US-UK deal and urged ministries to prioritize national interests and mutual benefits in upcoming talks, especially with the US. Investors are now turning their attention to the upcoming discussions between US and South Korean officials, which are expected to take place on the sidelines of this week’s APEC Trade Ministers’ meeting. Among individual stocks, increases were seen in SK Hynix (1.9%), Samsung Bilogics (1.6%), and Celltrion (1.9%).

基准韩国综合股价指数周一上涨1.2%，收于2607点，扭转了周五的跌势，创下六周多来的新高，芯片和汽车股领涨，对美中贸易谈判持乐观态度。为期两天的高风险谈判于周日在日内瓦结束，双方都报告了“实质性进展”。美国官员吹捧了一项减少美国贸易逆差的协议，而中国官员则强调了“重要共识”和新经济对话论坛的启动。投资者还关注即将在本周亚太经合组织贸易部长会议间隙举行的美国和韩国之间的会谈。在芯片制造商中，三星电子上涨5.1%，SK海力士上涨2.6%。在汽车领域，现代汽车和起亚分别飙升3.1%和3.5%。相反，在美国计划降低药品价格后，生物制药股下跌，三星生物制品下跌4.7%，Celltrion下跌3.9%。

The benchmark KOSPI climbed 1.2% to close at 2,607 points on Monday, reversing losses from Friday’s session to hit an over six-week high, led by gains in chip and auto stocks amid optimism over US-China trade talks. The two-day high-stakes negotiations wrapped up Sunday in Geneva, with both sides reporting “substantial progress.” US officials touted a deal to reduce the US trade deficit, while Chinese officials highlighted an “important consensus” and the launch of a new economic dialogue forum. Investors also eyed upcoming talks between the US and South Korea set to take place on the sidelines of this week’s APEC Trade Ministers’ meeting. Among chipmakers, Samsung Electronics jumped 5.1%, while SK Hynix rose 2.6%. In autos, Hyundai Motor and Kia Corp surged 3.1% and 3.5%, respectively. Conversely, biopharma stocks fell after U.S. plans to cut drug prices, with Samsung Biologics down 4.7% and Celltrion off 3.9%.

周一，韩元兑美元汇率保持在最近的1395美元左右，因为美中贸易谈判在周末于日内瓦举行的首次高级别关税谈判后支撑了市场情绪。虽然具体细节尚不清楚，但两国都报告称，在旨在缓解贸易紧张局势的讨论中取得了“实质性进展”。美国财政部长Scott Bessent称会谈富有成效，而中国国务院副总理何立峰则表示已达成“重要共识”。投资者等待贸易协议的进一步明确，预计两国将在当天晚些时候发布联合声明。在国内，韩国6月3日总统选举的官方竞选活动在候选人登记结束后于周一开始，启动了为期22天的公众宣传活动。

The South Korean won held its recent gain around 1,395 per dollar on Monday, as US-China trade talks supported market sentiment following their first high-level tariff negotiations in Geneva over the weekend. While specific details are unclear, both nations reported "substantial progress" in their discussions aimed at easing trade tensions. US Treasury Secretary Scott Bessent described the talks as productive, while Chinese Vice Premier He Lifeng noted an "important consensus" was reached. Investors await further clarity on the trade deal, with a joint statement from the two countries expected to be released later in the day. Domestically, official campaigning for South Korea’s June 3 presidential election kicks off Monday following the close of candidate registration, launching a 22-day period of public outreach.