周四，韩元兑美元汇率保持在1390左右，在首尔和华盛顿敲定贸易协议后，徘徊在十多周低点。该协议对韩国对美国的出口征收15%的全面关税，远低于唐纳德·特朗普总统本月早些时候威胁的25%的税率。特朗普还宣布，韩国将向美国投资3500亿美元，不过韩国总统李在明澄清说，这些资金旨在支持韩国公司向美国市场扩张。执政的民主党对该协议表示欢迎，理由是关税压力有所减轻，而反对党人民力量党则对与韩国承诺相关的潜在经济负担表示担忧。从外部来看，在美联储决定保持利率稳定而对未来降息几乎没有明确说明后，美元反弹，韩元仍面临压力。

The South Korean won held around 1,390 per dollar on Thursday, lingering at over ten-week lows after Seoul and Washington finalized a trade agreement. The deal imposes a 15% blanket tariff on South Korean exports to the US, well below the 25% rate previously threatened by President Donald Trump earlier this month. Trump also announced that South Korea will invest $350 billion into the US, though President Lee Jae-myung clarified the funds are aimed at supporting Korean firms expanding into the American market. The ruling Democratic Party welcomed the agreement, citing reduced tariff pressure, while the opposition People Power Party raised concerns over the potential economic burden tied to South Korea’s commitments. Externally, the won remained under pressure after the US dollar rallied following the Federal Reserve’s decision to hold interest rates steady while offering little clarity on future rate cuts.

韩元兑美元汇率触及1397.00，为2025年5月以来的最低水平。在过去的4周里，美元韩元上涨了2.86%，在过去的12个月里，韩元上涨了1.93%。

The South Korean Won touched 1397.00 against the USD, the lowest since May 2025. Over the past 4 weeks, US Dollar South Korean Won gained 2.86%, and in the last 12 months, it increased 1.93%.

周四，基准韩国综合股价指数下跌0.15%，至3249点左右，从多个交易日的高点回落，因为投资者在韩国和美国达成贸易协议后锁定了涨幅。根据该协议，美国将对韩国进口商品征收15%的互惠关税，比最初提出的25%低10%，而韩国将实施相应的关税削减，包括取消对美国汽车、农产品和选定工业品的关税。此外，首尔承诺进行3500亿美元的战略投资，其中1500亿美元用于造船，其余资金用于半导体、二次电池、生物技术和能源等高价值行业。在企业领域，起亚公司（-3.99%）、现代汽车（-2.91%）和三星电子（-1.52%）出现了显著亏损，而韩华航空航天（3.79%）、SK海力士（2.85%）和HD现代重工（2.76%）在早盘交易中上涨。

The benchmark KOSPI fell 0.15% to around 3,249 on Thursday, retreating from multi-session highs as investors locked in gains following the finalization of a trade agreement between South Korea and the United States. Under the deal, the US will impose a 15% reciprocal tariff on South Korean imports, 10% lower than the initially proposed 25%, while South Korea will implement corresponding tariff reductions, including the removal of duties on US automobiles, agricultural products, and selected industrial goods. Additionally, Seoul committed to $350 billion in strategic investments, with $150 billion allocated to shipbuilding and the rest directed toward high-value sectors such as semiconductors, secondary batteries, biotechnology, and energy. In the corporate sector, notable losses were from Kia Corporation (-3.99%), Hyundai Motor (-2.91%), and Samsung Electronics (-1.52%), while Hanwha Aerospace (3.79%), SK Hynix (2.85%), and HD Hyundai Heavy Industries (2.76%) gained in early trading.

特朗普早些时候宣布与韩国达成贸易协议-回顾ICYMI。15%的关税协议避免了更高的税率：美国将对韩国进口商品征收15%的关税，避开了在没有协议的情况下可能于8月1日生效的25%的关税。

Trump announced a trade agreement with South Korea earlier - recap ICYMI.15% Tariff Deal Avoids Higher Rate: The U.S. will implement a 15% tariff on South Korean imports, sidestepping a potential 25% tariff that would have come into effect on August 1 without an agreement.