暂无中文版本，请点击原文

The South Korean won slipped to around 1,380 per dollar on Monday, marking a pullback from the prior session’s gains, as investor sentiment turned wary over the potential retaliation from Iran following US airstrikes on Sunday. Investors sought safe-haven assets amid geopolitical unrest heightened by the US involvement as it targeted Fordow, Natanz, and Isfahan nuclear sites. While American leaders urged Tehran to stand down, President Donald Trump further inflamed tensions by publicly suggesting the possibility of regime change in Iran. Adding to the downward pressure, the uncertainty over the second supplementary budget’s approval and implementation, submitted during the national assembly, prompted a cautious market response. The anticipated cash handouts and stimulus measures may take time to positively impact the economy.

基准韩国综合股价指数周一下跌1%，至2990点左右，结束了最近反弹的涨势，因为政府向国民议会提交了30.5万亿韩元（222亿美元）的第二次补充预算后，投资者情绪变得谨慎。市场对预算批准和时间的不确定性做出了反应，担心预期的现金发放和刺激措施可能需要时间来影响经济。美伊冲突加剧的地缘政治紧张局势加剧了国内的不安，进一步扰乱了市场，影响了市场情绪，并增加了全球避险压力。在企业方面，三星电子（-2.6%）、SK海力士（-1.8%）、LG能源解决方案（-3.8%）、现代汽车（-4.1%）和汉华航空航天（-0.6%）均出现亏损。相反，Naver（3.2%）和Doosan Enerbility（7.0%）领涨。

The benchmark KOSPI fell 1% to around 2,990 on Monday, snapping gains from a recent rally as investor sentiment turned cautious following the government's submission of a 30.5 trillion won ($22.2 billion) second supplementary budget to the National Assembly. The market reacted to uncertainty over the budget’s approval and timing, with concerns that the anticipated cash handouts and stimulus measures may take time to impact the economy. This domestic unease was compounded by heightened geopolitical tension from the US–Iran conflict, further rattling markets, weighing on sentiment, and adding to global risk-off pressure. On the corporate front, losses were seen for Samsung Electronics (-2.6%), SK Hynix (-1.8%), LG Energy Solution (-3.8%), Hyundai Motor (-4.1%), and Hanhwa Aerospace (-0.6%). Conversely, leading gains were from Naver (3.2%) and Doosan Enerbility (7.0%).

周五，韩元兑美元汇率升至1371韩元左右，在最近的中档水平内走强。此前，政府于6月19日批准了30.5万亿韩元的第二次补充预算，其中包括20.2万亿韩元的新支出，用于现金发放和公共投资，以促进消费和支持弱势部门。代理财政部长Lee Hyoung-il还承诺密切监督外汇市场，理由是美国关税的不确定性和中东紧张局势加剧了波动。尽管面临全球压力，韩元还是从积极的财政措施中获得了暂时的支持。然而，在美韩关税谈判和全球利率预期转变之前，预计货币波动将继续。

The South Korean won strengthened to around 1,371 per dollar on Friday, firming within recent mid-range levels. This followed the government's approval of a KRW 30.5 trillion second supplementary budget on June 19, which includes KRW 20.2 trillion in new spending, devoted to cash handouts and public investment to boost consumption and support vulnerable sectors. Acting Finance Minister Lee Hyoung-il also pledged close oversight of FX markets, citing heightened volatility from US tariff uncertainties and Middle East tensions. Despite global pressures, the won found temporary support from proactive fiscal measures. However, currency volatility is expected to continue ahead of US–Korea tariff talks and shifting global interest rate expectations.

基准韩国综合股价指数周五上涨0.8%，至3000点左右，为三年半以来的最高水平，因为投资者的注意力转向了第二次补充预算的最终详细计划。政府提出了一项支持措施，其中包括增加总计222亿美元的拨款，其中111亿美元用于经济刺激，36亿美元用于中小企业，75亿美元用于弥补当前年度预算中的收入缺口。该计划将于6月23日提交国民议会，预计将于7月初获得批准，代金券分发计划于7月中旬开始。投资者认为，这些措施清楚地表明，在全球持续存在不确定性的情况下，政府致力于保持增长势头。在企业板块，SK海力士（2.3%）、LG能源解决方案（1.7%）和三星电子（0.3%）的涨幅显著。

The benchmark KOSPI rose 0.8% to around 3,000 on Friday, the highest level in three-and-a-half years as investor focus shifted toward the finalized detailed plans of the second supplementary budget. The government presented a support measure that includes increased allocations totaling $22.2 billion, including $11.1 billion for economic stimulus, $3.6 billion for small and medium-sized enterprises (SMEs), and $7.5 billion to cover revenue shortfalls in the current annual budget. The plan is set to be submitted to the National Assembly on June 23, with approval expected in early July and voucher distribution scheduled to begin by mid-July. Investors regarded the measures as a clear indication of the government’s commitment to maintaining growth momentum amid ongoing global uncertainties. On the corporate sector, notable gains were from SK Hynix (2.3%), LG Energy Solution (1.7%), and Samsung Electronics (0.3%).