周四，由于美国国债收益率上升推动美元重新走强，韩元兑美元汇率跌至近两个月来的最低水平，约为1390韩元兑1美元。然而，由于有报道称特朗普总统可能会解雇美联储主席杰罗姆·鲍威尔，美联储的独立性仍存在不确定性。尽管特朗普后来淡化了这种可能性，但这一事件突显了投资者对央行信誉的敏感性。在最新的贸易新闻中，特朗普总统计划向150多个较小的国家发出统一的关税信函，设定一个基准税率，而欧盟、日本和韩国等主要经济体已经收到了单独的通知。首尔目前正努力在8月1日前与华盛顿敲定一项框架协议，以避免美国对汽车、钢铁和机械等韩国主要出口产品征收迫在眉睫的关税。贸易部长杨汉求表示，谈判取得了“相当大的进展”，特别是在产业合作和潜在的关税豁免领域。

The South Korean won fell to around 1,390 per dollar on Thursday, its weakest level in nearly two months, amid renewed US dollar strength driven by rising US Treasury yields. However, uncertainty lingered over the Federal Reserve’s independence amid reports that President Trump might fire Fed Chair Jerome Powell. Although Trump later downplayed the possibility, the episode underscored investor sensitivity to central bank credibility. In the latest trade news, President Trump plans to send a uniform tariff letter to over 150 smaller countries, setting a baseline rate, while major economies like the EU, Japan, and South Korea have already received individual notices. Seoul is currently working to finalize a framework deal with Washington by August 1 to avoid looming US tariffs on key Korean exports such as autos, steel, and machinery. Trade Minister Yeo Han-koo said talks have made “considerable progress,” particularly in areas of industrial cooperation and potential tariff exemptions.

基准韩国综合股价指数周四下跌0.30%，至3177点左右，连续第二个交易日继续下跌，芯片制造商和金融公司的下跌对该指数造成压力。在低于预期的美国通胀数据继续打压国内投资者情绪后，市场情绪仍然脆弱。通胀疲软导致市场参与者重新评估美国货币政策前景，引发股市避险行动。在经济衰退期间，加强韩国国际经济参与的外交努力仍在继续，因为大使Bakuramutsa Nkubito-Manzi指出，韩国和卢旺达之间扩大合作的潜力巨大，特别是在人工智能、网络安全、数字贸易和绿色出行方面。由于非洲仅占韩国国内生产总值的1.5%，促进贸易可以有意义地支持经济增长。在企业板块，SK海力士（6.42%）、新韩金融集团（1.15%）和KB金融集团（0.53%）出现了显著亏损。

The benchmark KOSPI fell 0.30% to around 3,177 on Thursday, extending losses for a second consecutive session, as declines in chipmakers and financial firms weighed on the index. Sentiment remained fragile after weaker-than-expected US inflation data continued to weigh on domestic investor sentiment. The softer inflation print led market participants to reassess the outlook for US monetary policy, triggering risk-off moves in equities. Amid the downturn, diplomatic efforts to strengthen South Korea’s international economic engagement continued as Ambassador Bakuramutsa Nkubito Manzi pointed to strong potential for expanded cooperation between South Korea and Rwanda, particularly in AI, cybersecurity, digital trade, and green mobility. With Africa accounting for only 1.5% of South Korea’s GDP, boosting trade could meaningfully support economic growth. In the corporate sector, notable losses were from SK Hynix (6.42%), Shinhan Financial Group (1.15%), and KB Financial Group (0.53%).

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.