周四,基准韩国综合股价指数上涨1.1%,至4125点左右,突破历史新高,这得益于对新达成的韩美贸易和投资协定的乐观情绪以及稳健的企业盈利。首尔和华盛顿在亚太经合组织峰会期间就3500亿美元的投资计划达成协议,其中包括2000亿美元的现金融资和1500亿美元的造船项目。韩国汽车的关税也从25%降至15%,缓解了现代和起亚的潜在损失。三星电子报告第三季度营业利润为12.2万亿韩元,这增加了乐观的基调,原因是人工智能扩张导致内存和代工需求强劲。科技、汽车和造船类股领涨,三星电子(3.3%)、SK海力士(0.3%)、现代汽车(5.0%)、起亚公司(3.1%)、韩华海洋(9.6%)和HD现代重工(1.2%)领涨。
The benchmark KOSPI rose 1.1% to around 4,125 on Thursday, breaking through record highs, supported by optimism over the newly agreed Korea-US trade and investment pact and solid corporate earnings. Seoul and Washington reached terms on a USD 350 billion investment package during the APEC summit, including a USD 200 billion in cash-based funding and USD 150 billion for shipbuilding projects. Tariffs on Korean autos were also reduced to 15% from 25%, easing potential losses for Hyundai and Kia. Adding to the upbeat tone, Samsung Electronics reported Q3 operating profit of KRW 12.2 trillion, citing strong memory and foundry demand amid AI expansion. Tech, auto, and shipbuilding stocks led the rally, with notable gains from Samsung Electronics (3.3%), SK Hynix (0.3%), Hyundai Motor (5.0%), Kia Corporation (3.1%), Hanwha Ocean (9.6%), and HD Hyundai Heavy Industries (1.2%).