由于美中贸易紧张局势加剧，特朗普总统90天的关税暂停蒙上阴影，韩元兑美元贬值约1460韩元。暂停包括对包括韩国在内的未进行报复的国家降低10%的关税，以取代早先高达25%的关税。然而，特朗普加大了对中国的压力，将中国进口商品的关税提高到125%，以回应北京的报复措施。这给出口驱动型韩元带来了压力，因为韩国是中国的主要贸易伙伴。与此同时，关税暂缓为谈判创造了机会，韩国最高贸易特使张仁耀表示，韩国正在积极寻求通过谈判降低关税。此外，韩国工业部周四表示，政府将迅速为当地芯片行业制定支持措施，以减轻美国关税对韩国最大出口行业半导体进口的影响。

The South Korean won depreciated around 1,460 per dollar as rising US-China trade tensions overshadowed President Trump’s 90-day tariff pause. The pause included a reduced 10% tariff for countries that did not retaliate, including South Korea, replacing earlier rates of up to 25%. However, Trump intensified pressure on China, raising tariffs on Chinese imports to 125% in response to Beijing’s retaliatory measures. This weighed on the export-driven won, as South Korea is a major trading partner of China. Meanwhile, the tariff reprieve has created an opportunity for negotiations, with South Korea's top trade envoy Cheong In-kyo stating that the country is actively seeking to reduce tariffs through talks. Additionally, the Industry Ministry stated on Thursday that the government will swiftly devise support measures for the local chip industry to mitigate the impact of US tariffs on semiconductor imports, South Korea’s largest export sector.

周四，基准韩国综合股价指数上涨5%，至2409点左右，在特朗普对所有国家暂停90天关税提振投资者情绪后，从上一交易日的17个月低点反弹。暂停的同时，对包括韩国在内的选择不进行报复的国家降低了10%的关税，取代了早先高达25%的关税。相比之下，在北京采取报复行动后，对中国的关税提高到125%，因为特朗普指责中国操纵市场和不公平的贸易行为。与此同时，由于韩国综合股价指数期货飙升，开盘后不久就触发了sidecar交易限制，暂时停止了程序化交易。涨幅最大的是主要指数股，包括三星电子（5.7%）、SK海力士（12.5%）、LG能源解决方案（5.6%）和现代汽车（7.1%）。

The benchmark KOSPI jumped 5% to around 2,409 points on Thursday, rebounding from a 17-month low in the previous session after Trump’s 90-day tariff pause for all nations lifted investor sentiment. The pause came with a lowered 10% tariff on countries that chose not to retaliate, including South Korea, replacing earlier rates of up to 25%. In contrast, tariffs on China were raised to 125% following Beijing’s retaliatory move, as Trump accused China of market manipulation and unfair trade practices. Meanwhile, a sidecar trading curb was triggered shortly after the open as KOSPI futures surged, temporarily halting program trading. Among the biggest gainers were major index stocks, including Samsung Electronics (5.7%), SK Hynix (12.5%) LG Energy Solution (5.6%), and Hyundai Motor (7.1%).

基准韩国综合股价指数周三下跌1.7%，收于2294点，仍处于17个月来的最低水平，因为美国总统唐纳德·特朗普的积极互惠关税今天生效。该国目前面临25%的关税，给其出口导向型经济带来了压力。周三，韩国政府公布了针对其汽车行业的紧急支持措施，以应对特朗普关税的影响，包括对汽车制造商的财政援助、减税和旨在刺激国内需求的补贴。此外，政府承诺加大与美国的谈判力度。在经济方面，韩国经季节性调整的失业率从上个月的2.7%上升到2025年3月的2.9%。在个股中，Celltrion（-5.2%）、SK海力士（-2.9%）、韩华航空航天（-1%）、LG能源解决方案（-0.9%）和三星电子（-0.8%）的跌幅显著。

The benchmark KOSPI dropped 1.7% to close at 2,294 points on Wednesday, remaining at its lowest level in seventeen months, as US President Donald Trump's aggressive reciprocal tariffs took effect today. The country is now facing a 25% tariff, placing a strain on its export-driven economy. On Wednesday, the South Korean government unveiled emergency support measures for its automotive sector in response to the impact of Trump's tariffs, including financial assistance for automakers, tax reductions, and subsidies designed to stimulate domestic demand. In addition, the government pledged to intensify efforts to negotiate with the US. On the economic front, South Korea's seasonally adjusted unemployment rate ticked up to 2.9% in March 2025, from 2.7% in the previous month. Among individual stocks, notable declines were seen in Celltrion (-5.2%), SK Hynix (-2.9%), Hanwha Aerospace (-1%), LG Energy Solution (-0.9%), and Samsung Electronics (-0.8%).

周三，韩元兑美元汇率升至1480韩元，结束了连续三个交易日的下跌，这得益于对美国总统唐纳德·特朗普激进关税政策的经济影响日益担忧导致的美元贬值。美国宣布，对中国进口商品征收104%的关税将在午夜后生效，这加剧了人们对经济增长放缓和通货膨胀加剧的担忧。在其他地方，韩国代理总统韩德洙与美国总统特朗普通电话后，投资者情绪有所改善，特朗普称这是一次“伟大的通话”，而韩总统则表示希望深化美韩联盟。此外，韩国贸易部长正在前往华盛顿与美国贸易代表杰米森·格里尔会面，以进一步进行关税谈判。与此同时，在经济方面，韩国经季节性调整的失业率在2025年3月上升至2.9%，而前一个月为2.7%。

The South Korean won rose toward 1,480 per dollar on Wednesday, snapping a three-session losing streak, supported by a depreciating greenback due to growing concerns over the economic impact of US President Donald Trump’s aggressive tariff policies. The US announced that 104% tariffs on Chinese imports would take effect just after midnight, fueling concerns about slower growth and rising inflation. Elsewhere, the investor sentiment improved after a phone call between South Korea’s acting President Han Duck-soo and US President Trump, where Trump described it as a "great call," while President Han expressed his hope to deepen the US-South Korea alliance. Moreover, South Korea’s trade minister is en route to Washington to meet with US Trade Representative Jamieson Greer for further tariff negotiations. Meanwhile, on the economic front, South Korea’s seasonally adjusted unemployment rate ticked up to 2.9% in March 2025, compared to 2.7% in the previous month.