Seoul stock traders react with concern to the Korean won's 17-year low and KOSPI plunge amid Middle East conflict oil fears.
Seoul stock traders react with concern to the Korean won's 17-year low and KOSPI plunge amid Middle East conflict oil fears.
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受中东冲突影响,韩元开盘创17年来新低

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周二,韩元在首尔外汇市场以1美元兑1519.9韩元开盘,创下17年来的最低水平。由于中东冲突升级,市场对全球石油供应中断的担忧加剧。韩国综合股价指数(KOSPI)也低开近3%。

周二,韩元在首尔韩亚银行交易室以1美元兑1519.9韩元开盘,较上一交易日下跌4.2韩元。这是自2009年3月10日全球金融危机期间韩元跌至1561韩元兑1美元以来的最低点。

中东冲突始于2月底美国和以色列对伊朗的打击,目前尚无平息迹象。美国当地时间周一,美国总统唐纳德·特朗普威胁称,如果不能“迅速”达成和平协议,将“彻底摧毁”伊朗哈尔克岛的石油枢纽、发电厂和石油设施。据外媒报道,德黑兰拒绝了这些提议,称其“不切实际、不合逻辑且过分”,同时议会安全委员会批准了一项关于霍尔木兹海峡通行费制度的草案。

冲突推高了全球油价。5月交割的美国西德克萨斯中质原油(WTI)期货价格上涨3.25%,报每桶102.88美元,为2022年7月以来首次突破100美元大关。韩亚银行分析师李宥静表示:“美伊之间的僵局没有出现突破的迹象。中东危机可能长期化的担忧正在对市场造成压力。”

受海外投资者大量抛售影响,基准指数韩国综合股价指数(KOSPI)低开近3%。近几个交易日,韩元汇率一直在1500这一具有心理意义的关口徘徊。

人们在说什么

X(原Twitter)上的讨论将韩元汇率跌至1美元兑1520韩元左右(创17年新低)归因于中东冲突的升级以及对石油供应中断的恐惧。交易员们对韩元进一步走软、韩国国民年金公团(NPS)可能采取的干预措施,以及受能源进口依赖影响而导致的KOSPI暴跌表示担忧。一些人还指出,相对于不断贬值的韩元,比特币表现出了一定的抗跌性。

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Illustration of South Korean won hitting low amid Middle East tensions, with currency and stock market decline.
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South Korean won hits over 2-month low on Middle East tensions

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The South Korean won weakened sharply to 1,529.7 won per dollar on June 4, its lowest intraday level since March 31, amid renewed U.S.-Iran airstrikes. The KOSPI closed down 1.84 percent at 8,639.41.

The South Korean won weakened sharply against the US dollar on Wednesday amid lingering Middle East uncertainties and hotter-than-expected US inflation data.

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The South Korean won strengthened further against the U.S. dollar after U.S. President Donald Trump hinted at resuming peace talks with Iran. It closed at 1,474.2 per dollar on April 15, up 7 won and marking a second consecutive session of gains.

South Korean stocks started slightly lower on Wednesday amid uncertainties over U.S.-Iran peace talks. The benchmark KOSPI fell 0.17 percent to 6,377.42 in the first 15 minutes of trading. Investor sentiment weakened with a two-week ceasefire nearing its end.

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South Korean stocks opened sharply lower on Monday after US-Iran peace talks in Pakistan ended without agreement over the weekend. President Donald Trump announced a US Navy blockade of the Strait of Hormuz, endangering a two-week ceasefire. The KOSPI benchmark fell 2.08 percent to 5,737.28 at open.

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