基准韩国综合股价指数周五下跌0.1%，至3070点左右，因投资者大量抛售超过了全球乐观情绪，延续了跌势。主要拖累因素来自外国和机构投资者在科技和生物股票最近反弹后持续获利回吐。尽管华尔街情绪乐观，中东紧张局势有所缓解，但当地市场仍难以保持势头。在企业方面，LG能源解决方案（-0.8%）和现代汽车（-0.7%）出现亏损。相反，三星电子（0.5%）、SK海力士（0.3%）和韩华航空航天（4.2%）领涨。

The benchmark KOSPI fell 0.1% to around 3,070 on Friday, extending its losses as large investor sell-offs outweighed global optimism. The main drag came from continued profit-taking by foreign and institutional investors after recent rallies in tech and bio stocks. Despite positive sentiment from Wall Street and easing Middle East tensions, the local market struggled to sustain momentum. On the corporate front, losses were seen for LG Energy Solution (-0.8%) and Hyundai Motor (-0.7%). Conversely, leading gains were from Samsung Electronics (0.5%), SK Hynix (0.3%), and Hanwha Aerospace (4.2%).

韩国政府就家庭债务问题召开紧急会议。背后的故事是，韩国是经合组织国家中家庭债务与收入比率最高的国家之一。家庭负债远远超过其年可支配收入。

South Korea government holds emergency meeting on household debt.The back story on this is that South Korea has one of the highest household debt-to-income ratios among OECD countries. Households owe significantly more than their annual disposable income.

周四，韩元兑美元汇率升至1355元左右，在美国为应对不断升级的地缘政治紧张局势而协调的盟友努力的支持下，从上一交易日的跌幅回落。这一外交倡议是在特朗普总统周三在北约峰会上宣布即将与伊朗官员举行高级别会谈之后提出的，旨在解决并最终遏制伊朗的核野心，减少地区不稳定。韩国综合经济景气指数从上月的87.5升至6月的92.8，进一步提振了韩元的上涨趋势，这表明在国内复苏和政策支持的预期推动下，整体经济前景有所改善。相反，商业信心指数降至70点，反映出国内需求疲软和对美国关税措施的持续担忧。

The South Korean won rose to around 1,355 per dollar on Thursday, pulling back from the previous session’s losses supported by the coordinated allied efforts by the US in response to escalating geopolitical tensions. This diplomatic initiative followed President Trump’s announcement at the NATO summit on Wednesday regarding upcoming high-level talks with Iranian officials, aimed at addressing and ultimately curbing Iran’s nuclear ambitions and reducing regional instability. Further bolstering the won’s upward trend, South Korea’s composite economic sentiment index rose to 92.8 in June from 87.5 the previous month, signaling an improved overall economic outlook driven by expectations of domestic recovery and policy support. Conversely, the business confidence index fell to 70 points, reflecting subdued domestic demand and lingering concerns over U.S. tariff measures.

周四，基准韩国综合股价指数下跌1.1%，至3070点左右，受科技和生物类股近期反弹后获利回吐的拖累。尽管华尔街因中东紧张局势缓解和美国早期降息的重新希望而强劲上涨，但韩国投资者仍持谨慎态度。散户投资者最近涌入受欢迎的动量股票，随着他们开始锁定涨幅，加剧了波动性。在企业方面，三星电子（-1.0%）、现代汽车（-2.5%）、斗山能源（-0.2%）和Naver（-6.4%）均出现亏损。相反，SK海力士（3.3%）、LG能源解决方案（0.8%）和韩华航空航天（1.1%）领涨。

The benchmark KOSPI fell 1.1% to around 3,070 on Thursday, weighed down by profit-taking after recent rallies in tech and bio stocks. Despite strong gains on Wall Street—fueled by easing Middle East tensions and renewed hopes for early US interest rate cuts—South Korean investors remained cautious. Retail investors, who had recently piled into popular momentum stocks, added to the volatility as they began locking in gains. On the corporate front, losses were seen for Samsung Electronics (-1.0%), Hyundai Motor (-2.5%), Doosan Enerbility (-0.2%), and Naver (-6.4%). Conversely, leading gains were from SK Hynix (3.3%), LG Energy Solution (0.8%), and Hanwha Aerospace (1.1%).