基准韩国综合股价指数周四上涨1.49%，收于2812点，主要受半导体出口强劲反弹的推动。芯片出货量同比飙升50.9%，达到134亿美元，突显出全球对存储芯片和高性能组件的需求激增，这是韩国出口驱动型经济的关键支柱。半导体行业的反弹增强了投资者的乐观情绪，表明该行业正在复苏，此前该行业一直受到周期性放缓和供应链中断的压力。对科技行业持续增长的预期进一步支撑了市场情绪，即将在庆州举行的亚太经合组织2025峰会以及三星和LG等公司正在进行的创新投资带来了额外的利好。在企业方面，SK海力士（2.99%）和三星电子（1.73%）与韩华航空航天（6.98%）和现代汽车（1.72%）等其他公司一起上涨，而KB金融集团（-1.48%）和HD现代重工（-0.93%）则下跌。

The benchmark KOSPI rose 1.49% to close at 2,812 points on Thursday, driven primarily by a strong rebound in semiconductor exports. Chip shipments soared 50.9% year-on-year to $13.4 billion, highlighting surging global demand for memory chips and high-performance components—key pillars of South Korea’s export-driven economy. The semiconductor rally reinforced investor optimism, signaling a recovery in a sector that had been under pressure from cyclical slowdowns and supply chain disruptions. Market sentiment was further supported by expectations for continued tech-sector growth, with additional tailwinds from the upcoming APEC 2025 summit in Gyeongju and ongoing innovation investments from firms like Samsung and LG. On the corporate front, SK Hynix (2.99%) and Samsung Electronics (1.73%) posted gains along with other firms such as Hanwha Aerospace (6.98%), and Hyundai Motor (1.72%), while KB Financial Group (-1.48%) and HD Hyundai Heavy Industries (-0.93%) saw losses.

本周，韩元兑美元汇率升至1360韩元兑1美元，创下七个月新高，原因是李总统就职后投资者情绪有所改善。前总统尹锡悦（Yoon Suk Yeol）宣布戒严令，动摇了市场，在他下台后，政治稳定得以恢复。李政府强调经济复苏和平衡与美国和中国的关系，这两个国家加起来占韩国出口的35%以上。韩元也上涨，因为全球贸易风险的缓解以及美中关于关税和供应链的谈判提振了对亚洲货币的需求。尽管如此，经济前景仍然谨慎。由于国内需求疲软和出口下降，2025年第一季度GDP收缩0.2%。与此同时，5月份外汇储备降至4046亿美元，反映了早些时候为稳定货币而采取的干预措施。关于与美国进行货币讨论的报道引发了人们对未来货币政策转变以支持韩元的猜测。

The South Korean won rose toward 1,360 per dollar this week, hitting a seven-month high as investor sentiment improved after the inauguration of President Lee Jae-myung. Political stability returned following the removal of former President Yoon Suk Yeol, whose Martial Law declaration had shaken markets. Lee’s administration emphasized economic recovery and balancing ties with the US and China, which together account for over 35% of South Korea’s exports. The won also gained as easing global trade risks and US-China talks on tariffs and supply chains boosted demand for Asian currencies. Still, the economic outlook remains cautious. GDP contracted by 0.2% in Q1 2025 due to weak domestic demand and falling exports. Meanwhile, foreign exchange reserves dropped to $404.6 billion in May, reflecting earlier interventions to stabilize the currency. Reports of currency discussions with the US have fueled speculation over future monetary policy shifts to support the won.

基准韩国综合股价指数周四上涨1.7%，至2800点左右，为10多个月来的最高水平，主要受半导体出口大幅反弹的推动。芯片出货量同比增长50.9%，达到134亿美元，反映出全球对存储芯片和先进组件的强劲需求。在定于10月31日至11月1日在庆州举行的亚太经合组织2025峰会之前，投资者的乐观情绪也得到了提振，预计将促进贸易，吸引外国投资，并突出韩国的技术能力。与此同时，三星电子、LG电子和现代汽车集团等大公司正在增加对人形机器人的投资，目标是到2030年成为全球领先者。在企业方面，SK海力士（4.6%）和三星电子（1.3%）与韩华航空航天（4.3%）和现代汽车（1.6%）等其他公司一起上涨，而KB金融集团（-3.1%）、新韩金融集团（-2.3%）和HD现代重工（-1%）则下跌。

The benchmark KOSPI climbed 1.7% to around 2,800 points on Thursday, its highest level in over 10 months, driven largely by a sharp rebound in semiconductor exports. Chip shipments surged 50.9% year-on-year to $13.4 billion, reflecting robust global demand for memory chips and advanced components. Investor sentiment was also lifted by optimism ahead of the APEC 2025 summit in Gyeongju, set for October 31–November 1, expecting to boost trade, attract foreign investment, and highlight South Korea’s tech capabilities. Meanwhile, major firms like Samsung Electronics, LG Electronics, and Hyundai Motor Group are increasing investment in humanoid robotics, aiming for global leadership by 2030. On the corporate front, SK Hynix (4.6%) and Samsung Electronics (1.3%) posted gains along with other firms such as Hanwha Aerospace (4.3%), and Hyundai Motor (1.6%) posted gains, while KB Financial Group (-3.1%), Shinhan Financial Group (-2.3%), and HD Hyundai Heavy Industries (-1%) saw losses.

最终数据显示，2025年前三个月，韩国经济环比收缩0.2%，结束了连续两个季度的扩张。在支出方面，私人消费下降了0.1%，因为商品支出，尤其是通信设备支出增加，而服务支出，特别是娱乐、体育和文化支出减少。政府消费与上一季度持平，因为医疗保健福利支出下降，而商品支出增加。建筑投资下降3.1%，主要是建筑业减少。与此同时，设施投资下降0.4%，主要是由于包括半导体制造设备在内的机械设备减少。由于化工产品和机械设备的出口下降，出口下降了0.6%。进口也下降了1.1%，因为原油和天然气等能源项目的进口减少。

South Korea’s economy contracted by 0.2% quarter-on-quarter in the first three months of 2025, ending two straight quarters of expansion, final data showed. On the expenditure front, private consumption dipped by 0.1%, as expenditures on goods, notably communication equipment, increased while expenditures on services, particularly in recreation, sport & culture, decreased. Government consumption remained at the same level from the previous quarter, as expenditures on health care benefits decreased while expenditures on goods increased. Construction investment fell by 3.1%, led by a decrease in building construction. Meanwhile, facilities investment dropped by 0.4%, primarily due to a decrease in machinery, including semiconductor manufacturing equipment. Exports fell by 0.6%, as exports of chemical products and machinery & equipment declined. Imports also dropped by 1.1%, as imports of energy items like crude oil and natural gas decreased.