基准韩国综合股价指数周二微涨0.12%，收于2950点，延续了前一交易日的涨幅，因为投资者情绪受到韩国新政府新政策方向的提振。成立了一个工作组，以解决影响汽车、钢铁和半导体等主要出口国的美国贸易壁垒问题。与此同时，七国集团峰会后，韩国和日本同意加强双边关系，并重申了对与美国三边安全合作的承诺。在国内方面，投资者评估的经济数据显示，出口价格同比下降2.4%，结束了16个月的连续增长，而进口价格因油价下跌而下跌5%：这一影响受到周二油价反弹的影响。在整个指数中，三星电子（1.9%）和现代汽车（1.5%）领涨。相反，SK海力士股价持平，KB金融集团（0.9%）下跌。

The benchmark KOSPI edged up 0.12% to close at 2,950 on Tuesday, extending gains from the previous session as investor sentiment was buoyed by new policy directions from South Korea’s new administration. A task force to address US trade barriers impacting key exporters like autos, steel, and semiconductors was formed. Meanwhile, following the G7 summit, South Korea and Japan agreed to strengthen bilateral ties and reaffirmed their commitment to trilateral security cooperation with the US. On the domestic front, investors assessed economic data showing a 2.4% year-on-year decline in export prices, ending a 16-month streak of growth, while import prices fell 5%, due to lowered oil prices: an effect that is subjected to Tuesday’s rebound in oil prices. Across the index, leading gains were seen for Samsung Electronics (1.9%), and Hyundai Motor (1.5%). Conversely, SK Hynix fell flat while KB Financial Group (0.9%) saw losses.

周二，韩元兑美元汇率跌至1360韩元左右，从近期高点回落，尽管投资者对李总统的企业改革议程仍持乐观态度。虽然改善治理和提高股东回报的计划支撑了股市，但韩元仍面临全球和贸易相关风险的压力。中东紧张局势推动的油价上涨可能会增加韩国的进口成本。与此同时，5月份的数据显示，出口价格同比下降2.4%，反映出尽管贸易条件有所改善，但全球需求疲软。出口前景疲软限制了外汇流入，进口成本上升可能会对韩元造成压力。此外，尽管美国通胀数据有所降温，但对美联储推迟降息的预期使美元保持强势。韩元虽然在该地区相对有弹性，但仍然对外部冲击、贸易不确定性和全球货币分歧敏感。

The South Korean won weakened to around 1,360 per dollar on Tuesday, pulling back from recent highs despite continued investor optimism over President Lee Jae-myung's corporate reform agenda. While plans to improve governance and boost shareholder returns have supported equities, the won remains under pressure from global and trade-related risks. Rising oil prices—driven by Middle East tensions—could increase South Korea's import costs. Meanwhile, May data showed export prices fell 2.4% year-on-year, reflecting soft global demand despite improved terms of trade. The weaker export outlook which limits foreign currency inflows and higher import costs could pressure on the won. Additionally, despite cooler US inflation data, expectations of delayed Fed rate cuts have kept the dollar strong. The won, though relatively resilient in the region, remains sensitive to external shocks, trade uncertainty, and global monetary divergence.

继5月通过13.8万亿韩元（101.3亿美元）的一揽子计划后，韩国将于周四推出第二个补充预算，以支持其放缓的经济。新计划将在内阁会议上审查，旨在在美国关税和消费需求疲软的情况下帮助生计。6月4日上任的韩国总统李在明（Lee Jae-myung）主张采取扩张性财政政策，直接发放救济金以刺激支出。央行最近将2024年的增长预测从1.5%下调至0.8%。代理财政部长Lee Hyoung-il表示，预算将包括遏制食品价格上涨的措施。由于中东紧张局势导致全球油价飙升，政府还将石油税收减免延长至8月。其他措施包括提高进口配额和提供财政支持以遏制食品通胀，李表示，食品通胀造成了“太多痛苦”。汽车购买减税也延长至年底，以提振汽车行业。

South Korea will introduce a second supplementary budget on Thursday to support its slowing economy, following a 13.8 trillion won ($10.13 billion) package passed in May. The new plan, to be reviewed at a cabinet meeting, aims to aid livelihoods amid U.S. tariffs and weak consumer demand. President Lee Jae-myung, who took office on June 4, advocates expansionary fiscal policy and direct handouts to stimulate spending. The central bank recently cut its 2024 growth forecast to 0.8% from 1.5%. Acting Finance Minister Lee Hyoung-il said the budget will include measures to curb rising food prices. The government also extended oil tax breaks through August due to surging global prices linked to Middle East tensions. Additional efforts include import quota hikes and financial support to tame food inflation, which Lee said is causing “too much pain.” Tax cuts on car purchases were also extended through year-end to boost the auto sector.

基准韩国综合股价指数周二上涨1%，至2970点左右，创下近三年来的最高水平，延续了前一交易日的涨幅，因为投资者对韩国新总统政府的新政策方向持乐观态度。一个专门工作组的成立缓解了人们对以色列-伊朗紧张局势的最初担忧，该工作组将与美国谈判贸易问题，重点关注工业和能源部门的关税和非关税壁垒，旨在缓解出口商面临的挑战，特别是在美国持续的贸易限制下，汽车、钢铁和半导体行业。在国内，投资者评估的经济数据显示，出口价格同比下降2.4%，结束了16个月的连续增长，而进口价格下降了5%，主要是由于油价下跌。个股涨幅最大的是SK海力士（3.7%）、三星电子（3.5%）、LG能源解决方案（1.7%）和现代汽车（1.2%）。

The benchmark KOSPI rose 1% to around 2,970 points on Tuesday, marking its highest level in almost three years and extending gains from the previous session as investors turned optimistic about new policy directions under South Korea’s new presidential administration. Initial concerns over Israel-Iran tensions were eased by the launch of a specialized task force to negotiate trade issues with the United States, focusing on both tariff and non-tariff barriers in the industrial and energy sectors and aiming to alleviate challenges faced by exporters, particularly in the auto, steel, and semiconductor industries amid ongoing US trade restrictions. Domestically, investors assessed economic data showing a 2.4% year-on-year decline in export prices, ending a 16-month streak of growth, while import prices fell 5%, mainly due to lowered oil prices. Leading major gains in individual stocks were SK Hynix (3.7%), Samsung Electronics (3.5%), LG Energy Solution (1.7%), and Hyundai Motor (1.2%).