独家报道：韩国高级官员表示，政策机构将领导3500亿美元的美国基金，关注外汇。韩国财政部副部长表示，作为与华盛顿达成贸易协议的一部分，韩国承诺向美国战略产业投资3500亿美元，这一承诺可能会由国家政策机构牵头，这些机构将根据具体情况提供资金。

Exclusive: Top South Korea official says policy institutions to lead on $350 billion US fund, watching FX.South Korea's pledge to invest $350 billion in strategic U.S. industries as part of a trade deal with Washington is likely to be led by state policy institutions that will provide funding on a case-by-case basis, the country's vice finance minister said.

周四，基准韩国综合股价指数上涨0.5%，至3200点左右，连续第三次上涨，受华尔街科技股领涨和国内企业改革努力的支撑。市场情绪追踪了华尔街隔夜的强劲表现，标准普尔500指数和纳斯达克指数上涨，因为谷歌母公司在反垄断案件中避免被拆分后，Alphabet和苹果股价上涨，提振了亚洲市场的风险偏好。在国内，包括三星、SK和现代在内的所有十大商业集团都根据政府的增值计划提交了计划，旨在解决“韩国折扣”或当地股票低估的问题。尽管如此，在美国总统特朗普威胁对监管美国科技公司的国家征收关税后，市场情绪受到限制，有报道称，鉴于韩国计划对数字平台进行监管，韩国可能成为目标。其中，SK海力士上涨1.1%，LG能源解决方案上涨1.7%，斗山能源上涨2.4%，三星电子下跌0.3%。

The benchmark KOSPI rose 0.5% to around 3,200 on Thursday, marking a third straight gain, supported by a tech-led rally on Wall Street and domestic corporate reform efforts. Sentiment tracked Wall Street’s strong performance overnight, with the S&P 500 and Nasdaq advancing as Alphabet and Apple gained after Google’s parent avoided being split up in an antitrust case, boosting risk appetite across Asian markets. Domestically, all ten major business groups, including Samsung, SK, and Hyundai, submitted plans under the government’s value-up program aimed at addressing the “Korea discount,” or undervaluation of local stocks. Still, sentiment was capped after US President Trump threatened tariffs on countries regulating American tech firms, with reports suggesting South Korea could be a target given its planned digital platform regulation. Among major movers, SK Hynix rose 1.1%, LG Energy Solution gained 1.7%, and Doosan Enerbility added 2.4%, while Samsung Electronics slipped 0.3%.

周四，由于贸易不确定性抑制了市场情绪，韩元兑美元汇率从最近的涨幅回落至1392韩元左右。此前，美国总统唐纳德·特朗普最近声称，如果最高法院维持对其关税政策的裁决，与韩国、日本和欧盟的贸易协定可能会“解除”。尽管此案仅限于美中贸易冲突期间实施的301条款关税，但这些言论扩大了投资者对现有贸易安排持久性的担忧。这一政策悬置超过了支持性的国际收支数据，因为韩国央行报告称，7月份经常账户盈余为107.8亿美元，是当月有史以来最大的盈余，也是连续第27个盈余，这得益于稳健的出口和更高的海外股票收入。

The South Korean won softened to around 1,392 per dollar on Thursday, pulling back from recent gains as trade uncertainty dampened sentiment. The weakness followed recent claims from US President Donald Trump indicating that trade agreements with South Korea, Japan, and the European Union could be 'unwound' if the Supreme Court upholds a ruling against his tariff policies. Although the case is confined to Section 301 tariffs—deployed during the US–China trade conflict—the remarks broadened investor concerns about the durability of existing trade arrangements. This policy overhang outweighed supportive balance-of-payments data, as the Bank of Korea reported a $10.78 billion current account surplus in July, the largest ever for that month and the 27th consecutive surplus, underpinned by solid exports and higher overseas equity income.

韩国在2025年7月录得107.8亿美元的经常账户盈余，为当月最高，这得益于出口的弹性和股票收入的增加。这是连续第15个月出现盈余，尽管低于6月份142.7亿美元的历史峰值。商品账户盈余102.7亿美元，出口同比增长2.3%，达到597.8亿美元，而进口下降0.9%，达到495.1亿美元。与此同时，服务账户出现了21.4亿美元的赤字，反映了旅游和商业服务的短缺。主要收入账户录得29.5亿美元的盈余，主要是股权收入的增长，而次要收入账户则出现2.9亿美元的赤字。

South Korea recorded a current account surplus of $10.78 billion in July 2025, the highest for that month, supported by resilient exports and higher income from equity. It was the 15th consecutive month of surplus, though below June’s all-time peak of $14.27 billion. The goods account posted a $10.27 billion surplus as exports rose 2.3% from a year earlier to $59.78 billion, while imports slipped 0.9% to $49.51 billion. Meanwhile, the services account registered a $2.14 billion deficit, reflecting shortfalls in travel and business services. The primary income account booked a $2.95 billion surplus, led by gains in equity income, while the secondary income account showed a $0.29 billion deficit.