6月4日、中東での米イラン間の空爆再発を受け、韓国ウォンは対ドルで急落し、3月31日以来の日中安値となる1ドル＝1529.7ウォンを付けた。KOSPI指数は1.84％下落し、8639.41で取引を終えた。
KOSPI指数は162.08ポイント下落の8639.41で取引を終え、火曜日に8800台を回復していた3日続伸の流れが止まった。市場は水曜日の地方選挙のため休場だった。外国人投資家は6兆9500億ウォン相当の株式を純売り越し、売り越しは19営業日連続となった。具允哲（ク・ユンチョル）企画財政部長官は、当局として過度な変動を抑制する措置を講じると述べた。大信証券のイ・ギョンミン氏は、最近の上昇相場が過熱したとの懸念が高まり、利益確定売りがKOSPI指数の重荷になったと指摘した。米イラン間の衝突が激化するリスクを背景に、世界の原油価格は上昇した。
X上での初期の反応では、中東情勢の緊張と資金流出により韓国ウォンが2009年以来の安値水準に達したことへの懸念が強調されている。また、市場介入や外国人投資家への影響についても指摘がなされている。
South Korea's won touched 1,539 per dollar, its weakest since 2009. Rising oil prices driven by the Iran conflict and capital outflows towards the stronger dollar are hammering oil-importing Asian economies. pic.twitter.com/BFb1uMruoc
— Vivek Kumar (@VivekKu1604) 2026年6月4日
KOREAN WON BREAKS 1500 PER DOLLAR. LOWEST SINCE 2009. IRAN WAR. OIL SPIKE. FOREIGN OUTFLOWS FROM STOCKS. INFLATION HITS 2-YEAR HIGH. EXPORTS SURGE TO RECORD $87.75B ON AI CHIP SALES. FINANCE MINISTER PLEDGES SWIFT ACTION ON VOLATILITY. DOWN 6% YTD.
— INFO FLOW (@INFOFLOWfx) 2026年6月4日
ASIAN FX CRISIS DEEPENS
— DailyXBT (@dailyxbtlive) 2026年6月4日
USD/KRW 1535.21 — weakest won since 2009
USD/IDR 18,055 — breaches 18,000 level
Jakarta stocks near 6-yr low
Seoul and Jakarta vow intervention
Drivers: Fed hike bets, energy costs, Iran war
USD/JPY 159.86
Gold $4,469 +0.92% on haven bid
KOREAN WON CRASHES TO 2009 LOWS AMID MASSIVE CAPITAL FLIGHT#SOUTHKOREA #KRW #KOSPI #MARKETS #ECONOMY #FINANCE #BREAKING pic.twitter.com/WYBljQ6xBb
— Rabbit Signals📈 (@rabbitsignal_cn) 2026年6月5日
This is the KOSPI paradox in one chart. Stock market up 106% in KRW terms, but the won is at 2008 lows against the dollar. In USD terms the KOSPI rally is significantly smaller than the headlines suggest.
— Volt FX (@voltfx_ai) 2026年6月4日
For foreign investors the currency drag has eaten a meaningful chunk of…
AIによるレポート AIによって生成された画像
The Korean won opened at 1,519.9 per U.S. dollar in Seoul on Tuesday, hitting its weakest level in 17 years. Fears of global oil supply disruptions grew due to the escalating Middle East conflict. The KOSPI index also opened nearly 3 percent lower.
The South Korean won weakened to 1,508.9 against the U.S. dollar by 3:30 p.m. Seoul time on March 27, down 1.9 won from the prior session and extending losses for a third day amid stalled U.S.-Iran talks over the Middle East crisis. The KOSPI fell further 0.4 percent to 5,438.87 as oil prices surged with the Strait of Hormuz closed.
AIによるレポート
The South Korean won weakened sharply against the US dollar on Wednesday amid lingering Middle East uncertainties and hotter-than-expected US inflation data.
The Korean won opened lower against the U.S. dollar on Monday, March 23, 2026, at 1,504.9 won per dollar—extending its decline below the 1,500 level seen last week amid the ongoing Iran crisis. Down 4.3 won from Friday, the move reflects sustained geopolitical tensions boosting demand for the dollar.
AIによるレポート
Seoul shares soared more than 2 percent on April 15 to close above 6,000 for the first time since the U.S.-Iran conflict erupted in late February. The Korean won strengthened against the U.S. dollar. Hopes for U.S.-Iran peace talks and Wall Street gains drove the rally.
South Korean stocks opened sharply lower on Friday amid heightened risk-off sentiment from renewed Middle East tensions. The KOSPI benchmark fell 3.74% to 5,256.46 in the first 20 minutes of trading. Uncertainty in U.S.-Iran negotiations fueled the decline.
AIによるレポート
Seoul stocks plunged 4.47% on U.S. President Donald Trump's renewed threats against Iran, closing the benchmark KOSPI at 5,234.05 after a 244.65-point drop. The Korean won weakened to 1,519.7 against the dollar. Hopes for a swift end to the monthlong Middle East war faded, driving global oil prices higher.