韩国3年期国债 (SouthKorea3Y) 加自选

韩国综合股价指数周一上涨1.55%，收于2856点，为近11个月来的最高点，这得益于美韩新关税协议的希望。在特朗普总统和李同意开始旨在缓解贸易紧张局势和达成更公平协议的谈判后，投资者情绪有所改善。此举预计将有利于韩国半导体、汽车和造船等主要出口行业。在企业方面，主要上涨股包括SK海力士（2.12%）、三星电子（1.10%）、现代汽车（4.11%）和KB金融集团（3.29%），而LG能源解决方案（-1.72%）和韩华航空航天（-2.76%）则出现下跌。降低关税和加强与美国的经济联系的可能性提升了市场信心，特别是在科技和制造业方面，加强了韩国出口导向型经济的积极前景。

The KOSPI jumped 1.55% to close at 2,856 on Monday, its highest in nearly eleven months, boosted by hopes of a new US–South Korea tariff deal. Investor sentiment improved after Presidents Trump and Lee Jae-myung agreed to start negotiations aimed at reducing trade tensions and creating a fairer agreement. The move is expected to benefit Korea’s key export industries such as semiconductors, autos, and shipbuilding. On the corporate front, key gainers included SK Hynix (2.12%), Samsung Electronics (1.10%), Hyundai Motor (4.11%), and KB Financial Group (3.29%), while LG Energy Solution (-1.72%) and Hanwha Aerospace (-2.76%) posted losses. The possibility of reduced tariffs and stronger economic ties with the US lifted market confidence, particularly in tech and manufacturing, reinforcing a positive outlook for Korea’s export-oriented economy.

周一，韩元兑美元汇率升至1350韩元，接近近八个月高点，原因是美国总统特朗普和韩国总统李同意就旨在确保公平平衡贸易的修订关税框架展开谈判后，投资者情绪有所改善。预计该协议将缓解此前争端造成的紧张局势，并稳定钢铁、汽车和半导体等关键出口行业。此外，特朗普总统已邀请李总统参加在美国举行的峰会，并计划于6月中旬举行七国集团会议。韩国最近的政治过渡推迟了进展，此前韩国曾提议在特朗普90天的关税冻结结束前取消“七月一揽子计划”下的关税。

The South Korean won strengthened toward 1,350 per dollar on Monday, nearing an almost eight-month high as investor sentiment improved after US President Trump and South Korean President Lee Jae-myung agreed to initiate talks on a revised tariff framework aimed at ensuring fair and balanced trade. The agreement is expected to ease tensions from previous disputes and stabilize key export sectors such as steel, automobiles, and semiconductors. Additionally, President Trump has invited President Lee to a summit in the US, with a potential meeting planned for the G7 in mid-June. Progress had been delayed by South Korea’s recent political transition after an earlier proposal to eliminate tariffs under a “July package” before the end of Trump’s 90-day tariff freeze.

韩国综合股价指数周一上涨近2%，至2860点以上，创下近11个月来的最高水平，这得益于对美韩关税协议的乐观情绪。在美国总统特朗普和韩国总统李同意就旨在满足双方的新关税协议开始谈判后，市场乐观情绪有所增长。此举有望缓解贸易紧张局势，并有利于韩国的半导体、汽车和造船等出口行业。在企业方面，主要上涨股包括SK海力士（2.90%）、三星电子（1.18%）、现代汽车（3.01%）和KB金融集团（1.51%）。然而，LG能源解决方案（-3.09%）和韩华航空航天（-3.87%）下跌。降低关税和加强贸易关系的潜力提升了投资者的信心，特别是在科技和制造业方面，这表明韩国出口导向型经济前景乐观。

The KOSPI jumped nearly 2% to above 2,860 on Monday, marking its highest level in nearly eleven months, fueled by optimism over US–South Korea tariff agreement. Market optimism grew after US President Trump and South Korean President Lee Jae-myung agreed to begin negotiations on a new tariff deal aimed at satisfying both sides. This move is expected to ease trade tensions and benefit Korea’s export sectors like semiconductors, autos, and shipbuilding. On the corporate front, key gainers included SK Hynix (2.90%), Samsung Electronics (1.18%), Hyundai Motor (3.01%), and KB Financial Group (1.51%). However, LG Energy Solution (-3.09%) and Hanwha Aerospace (-3.87%) declined. The potential for reduced tariffs and stronger trade ties lifted investor confidence, especially in tech and manufacturing, signaling a positive outlook for Korea’s export-driven economy.

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.