受美伊新一轮空袭影响，韩元兑美元汇率于6月4日大幅走弱至1529.7韩元，为3月31日以来的盘中最低水平。韩国综合股价指数（KOSPI）收盘下跌1.84%，报8639.41点。
韩国综合股价指数（KOSPI）下跌162.08点，收于8639.41点，结束了此前连续三天的上涨走势，该指数周二曾突破8800点。周三因当地选举市场休市。外国投资者净卖出价值6.95万亿韩元的股票，连续净卖出天数延长至19个交易日。韩国财政部长具润哲（Koo Yun-cheol）表示，当局将采取行动抑制市场过度波动。大信证券（Daeshin Securities）的李京敏（Lee Kyung-min）表示，由于市场担忧近期涨势过热，获利了结盘对KOSPI构成了压力。受美伊冲突进一步加剧的风险影响，全球油价出现上涨。
X平台上的初步讨论指出，受中东局势紧张和资本外流影响，韩元汇率跌至2009年以来的最低水平，引发了广泛担忧；一些讨论提及了市场干预措施以及对外国投资者的影响。
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…
周三，受中东地区持续的不确定性以及高于预期的美国通胀数据影响，韩元兑美元汇率大幅下跌。