韩元兑美元汇率触及1391.00，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0.65%，在过去的12个月里，韩元上涨了0.78%。

The South Korean Won touched 1391.00 against the USD, the lowest since May 2025. Over the past 4 weeks, US Dollar South Korean Won gained 0.65%, and in the last 12 months, it increased 0.78%.

周三，韩元兑美元汇率保持在1386左右，在美元再次走强的情况下接近两个月低点。此前，美国公布了更强劲的通胀数据，这似乎降低了人们对美联储7月份降息的预期。在国内方面，韩国劳动力市场保持坚挺，6月份失业率小幅降至2.8%。这种持续的低失业率被视为潜在经济弹性的标志，为韩元提供了一些支持，尽管该国正在应对不断上升的外部不确定性和全球需求放缓。然而，最近的数据显示，由于全球需求疲软、韩元走强以及能源和原材料成本下降，出口价格（同比-4.5%）和进口价格（同比-6.2%）持续下降。这些压力，加上韩国央行降息的可能性，可能会在短期内限制韩元的进一步上涨。

The South Korean won held around 1,386 per dollar on Wednesday, nearing two-month lows amid renewed dollar strength. This followed the release of stronger US inflation data, which appeared to lower expectations of a Federal Reserves rate cut in July. On the domestic front, South Korea’s labor market remained firm, with the unemployment rate edging down to 2.8% in June. This sustained low jobless rate is seen as a sign of underlying economic resilience, offering some support to the won, even as the country navigates rising external uncertainties and slowing global demand. However, recent data showed continued declines in both export (-4.5% YoY) and import prices (-6.2% YoY), amid weaker global demand, a firmer won, and falling energy and raw materials costs. These pressures, along with the possibility of rate cuts by the Bank of Korea, may cap further gains for the KRW in the near term.

韩国代理财政部长Lee Hyoung-il周二表示，韩国计划今年制定一份路线图，将其股市从MSCI分类的新兴市场升级为发达市场。这一举措与韩国总统李明博（Lee Jae-Myung）吸引更多外资的改革承诺相一致。李在一次特别工作组会议上指出：“通过推广MSCI发达市场指数，我们将建立一个符合全球标准的投资环境，并推进我们的外汇和资本市场。”。蓝图将侧重于改善市场准入和迅速实施改革。MSCI最近在其新兴市场指数中保留了韩国，理由是需要进一步发展，特别是在外汇市场，尽管它承认卖空更容易。

South Korea plans to prepare a roadmap this year to upgrade its stock market from emerging to developed market status in MSCI’s classification, Acting Finance Minister Lee Hyoung-il said Tuesday. The initiative aligns with President Lee Jae Myung’s reform pledges to attract more foreign capital. “Through the promotion to the MSCI developed market index, we will establish an investment environment that is in line with global standards and advance our foreign exchange and capital markets,” Lee noted during a task-force meeting. The blueprint will focus on improving market accessibility and implementing reforms swiftly. MSCI recently retained South Korea in its emerging market index, citing the need for further progress—particularly in the foreign exchange market—though it acknowledged better accessibility to short selling.

基准韩国综合股价指数周三下跌0.54%，至3197点左右，投资者在强劲反弹将该指数推至多年高点后获利回吐。经济指标疲软和政策发展进一步影响了市场情绪。经济指标显示，外部压力不断上升，由于美国新征收的关税，6月份出口价格同比下降4.5%，而5月份下降2.6%。6月份进口价格也收缩了6.2%，较5月份的5.1%跌幅有所加深。与此同时，在政府宣布计划制定路线图以争取MSCI发达市场地位后，投资者的注意力转向了结构性改革前景。该倡议是李总统通过将韩国从新兴市场分类转变为发达市场分类来吸引更多外资的计划的一部分。在企业部门，KB金融集团（3.43%）、SK海力士（1.68%）和LG能源解决方案（1.26%）出现了显著亏损。

The benchmark KOSPI fell 0.54% to around 3,197 on Wednesday, as investors engaged in profit-taking following a strong rally that pushed the index to multi-year highs. Market sentiment was further shaped by a combination of softening economic indicators and policy developments. Economic indicators pointed to rising external pressure, with export prices falling 4.5% year-on-year in June from a 2.6% decline in May due to newly imposed US tariffs. Import prices also contracted by 6.2% in June, deepening from a 5.1% decline in May. Meanwhile, investor attention turned to structural reform prospects after the government announced plans to prepare a roadmap to pursue developed market status with MSCI. The initiative forms part of President Lee’s plan to attract increased foreign capital by transitioning South Korea from emerging to developed market classification. In the corporate sector, notable losses were from KB Financial Group (3.43%), SK Hynix (1.68%), and LG Energy Solution (1.26%).