基准韩国综合股价指数周一上涨1.8%，收于2946点，而前一交易日下跌0.9%，因为大多数亚洲市场在以色列和伊朗冲突的第四天表现出了韧性。尽管全球不确定性日益增加，但投资者的注意力转向了韩国经济和财政部，该部正处于起草总额为146亿美元（20万亿英镑）的二级补充预算的最后阶段，旨在刺激国内需求并加快经济复苏。此外，在李总统最近宣布政策后，投资者情绪转为积极，承诺改革国家税收制度以鼓励更高的股息支付，旨在增强国内股市的吸引力。在企业板块，SK海力士（5.1%）、现代重工（4.8%）和KB金融集团（1.7%）领涨。相反，三星电子（1.7%）和LG能源解决方案（1.2%）的跌幅较大。

The benchmark KOSPI rose 1.8% to close 2,946 points on Monday from a 0.9% loss in the previous session, as most Asian markets demonstrated resilience amid the fourth day of conflict between Israel and Iran. Despite mounting global uncertainty, investor attention shifted to South Korea’s Ministry of Economy and Finance, which is in the final stages of drafting a secondary supplementary budget totaling $14.6 billion (?20 trillion) intended to stimulate domestic demand and accelerate economic recovery. In addition, investor sentiment turned positive following President Lee Jae-myung's recent policy announcements, pledging to reform the country's tax system to encourage higher dividend payouts, aiming to enhance the domestic stock market's appeal. In the corporate sector, leading gains were seen from SK Hynix (5.1%), Hyundai Heavy Industries (4.8%), and KB Financial Group (1.7%). Conversely notable losses were from Samsung Electronics (1.7%) and LG Energy Solution (1.2%).

周一，韩元兑美元汇率升至1365韩元左右，重返数月高点，因投资者对李总统的企业改革议程越来越乐观。他改善治理和提高股东回报的计划提振了韩元和当地股市，帮助韩元在全球市场上脱颖而出。尽管美元整体走强，但韩元也走强，这是由于中东紧张局势下的避险需求以及油价上涨导致美联储降息的可能性降低。虽然大多数货币走弱，但韩元的上涨反映了投资者对韩国政策方向的信心日益增强，尽管它对全球风险仍然很敏感。

The South Korean won rose to around 1,365 per dollar on Monday, marching back toward multi-month highs as investor optimism grew over President Lee Jae-myung’s corporate reform agenda. His plans to improve governance and boost shareholder returns have lifted both the won and local stocks, helping the currency stand out in global markets. The won also strengthened despite the broader trend of a stronger US dollar, driven by safe-haven demand amid Middle East tensions and reduced chances of US Federal Reserve rate cuts due to rising oil prices. While most currencies weakened, the won’s gains reflect growing investor confidence in South Korea’s policy direction, though it remains sensitive to global risks.

韩国货币供应量增长：5.8%（4月）对4.9%。韩国货币供应量增长：5.8%（4月）对4.9%

South Korea Money Supply Growth: 5.8% (April) vs 4.9%.South Korea Money Supply Growth: 5.8% (April) vs 4.9%

基准KOSPI指数上涨0.5%，至2900点左右，从上一交易日0.9%的跌幅中恢复，在中东紧张局势不断升级的情况下，投资者继续谨慎交易。以色列和伊朗之间的冲突加剧，据报道发生了重大的军事打击。尽管全球不确定性日益增加，但投资者的注意力转向了韩国经济和财政部，该部正处于起草总额为146亿美元的二级补充预算的最后阶段，旨在促进国内消费和支持经济复苏。在企业板块，SK海力士（3.5%）和HD现代重工（1.9%）领涨。相反，三星电子（2.2%）和KB金融集团（0.5%）的跌幅较大。

The benchmark KOSPI index rose 0.5% to around 2,900 points, recovering from a 0.9% loss in the previous session, as investors continue cautious trading amid escalating tensions in the Middle East. The conflict between Israel and Iran has intensified, with significant military strike exchanges reported. Despite mounting global uncertainty, investor attention shifted to South Korea’s Ministry of Economy and Finance, which is in the final stages of drafting a secondary supplementary budget totaling $14.6 billion aimed at boosting domestic consumption and supporting economic recovery. In the corporate sector, leading gains were seen from SK Hynix (3.5%) and HD Hyundai Heavy Industries (1.9%). Conversely, notable losses were from Samsung Electronics (2.2%) and KB Financial Group (0.5%).