周一早盘，基准KOSPI指数上涨0.9%，至2680点左右，延续了上周的涨幅，健康股领涨大盘。与此同时，投资者现在期待着本周的美联储会议，以寻求有关今年降息的潜在时间和频率的线索，此前美国上周五发布了另一份高于预期的通胀报告。在国内，韩国将发布几项关键数据，包括4月份的通胀数据、制造业PMI、贸易平衡、工业生产和零售额。健康板块涨幅居前的是三星生物制品（0.4%）、Celltrion（3%）和Alteogen（3%）。汽车制造商也上涨，现代汽车上涨1.8%，同行起亚汽车上涨1.9。

The benchmark KOSPI rose 0.9% to around 2,680 points in early trade on Monday, extending gains from last week, with health stocks leading the market higher. Meanwhile, investors are now looking forward to this week's Federal Reserve meeting to seek clues regarding the potential timing and frequency of rate cuts to be delivered this year, following another hotter-than-expected US inflation report last Friday. Domestically, South Korea is slated for several key data releases, including April’s inflation figures, manufacturing PMI, trade balance, industrial production, and retail sales. Leading the gains in the health sector were Samsung Biologics (0.4%), Celltrion (3%), and Alteogen (3%). Automakers also advanced, with Hyundai Motors rising 1.8%, and its peer Kia Corp increasing 1.9.

周五早盘，基准KOSPI指数上涨1.3%，至2662点左右，扭转了前一交易日的跌幅，并在金融股上涨的推动下创下了周涨幅。KB Financial（8.4%）领涨金融股，尽管2024年第一季度净利润同比下降30.5%，原因是为陷入困境的香港衍生产品造成的投资者损失支付了赔偿金。紧随其后的是其同行新韩金融（6%）、韩亚金融（6.5%）和三星人寿（3.1%）。此外，在美国科技公司发布强劲的盈利报告后，芯片制造商也出现了增长，三星电子上涨1.3%，SK海力士上涨3.2%。在经济数据方面，4月份韩国制造业商业调查指数从上月的71增至73，创下2023年6月以来的最高值。

The benchmark KOSPI rose 1.3% to around 2,662 points in early trade on Friday, reversing losses in the previous session and setting for a weekly rise, boosted by increases from financials. Gains in finance shares were led by KB Financial (8.4%) despite posting a 30.5% year-on-year drop in net profit in the first quarter of 2024 due to compensation disbursed for investor losses incurred from troubled Hong Kong-tied derivative products. Tracking the gains were its peers, Shinhan Financial (6%), Hana Financial (6.5%), and Samsung Life (3.1%). Also, chipmakers saw an increase, following strong earnings reports from US tech companies, with Samsung Electronics rising 1.3% and SK Hynix advancing 3.2%. On the economic data front, South Korea’s business survey index for the manufacturing sector increased to 73 in April, up from 71 in the prior month and marking its highest reading since June 2023.

周四早盘，基准KOSPI指数下跌1.1%，至2645点左右，扭转了前一交易日的涨幅，尽管国内GDP数据强劲，但交易员仍保持谨慎立场，受美国国债收益率持续高企抑制市场情绪的影响。根据预先估计，在截至2024年3月的三个月里，韩国经济季度环比增长1.3%，这是自2021年12月以来的最大增幅，超过了增长0.6%的预测。强劲的数据刺激了市场对韩国央行将推迟降息的预期。多数板块出现亏损，芯片制造商领跌。芯片巨头SK海力士（SK Hynix）股价下跌2.6%，尽管其公布了近两年来的最高利润，同行三星电子（-1.7%）紧随其后。电池股在前一交易日强劲反弹后也有所回落，LG Energy Solution下跌1.6%，三星SDI下跌0.7%。

The benchmark KOSPI dropped 1.1% to around 2,645 points in early trade on Thursday, reversing gains from the previous session, as traders maintained a cautious stance despite robust domestic GDP figures, influenced by the persistently high US Treasury yields dampening market sentiments. South Korea's economy expanded 1.3% quarter-on-quarter in the three months to March 2024, the largest expansion since December 2021, and surpassing forecasts of a 0.6% rise, according to advance estimates. The strong data fueled market expectations that the Bank of Korea will delay reducing interest rates. Most sectors were in the red, with chipmakers leading the market lower. Chip giant SK Hynix contracted 2.6%, even after reporting its highest profit in almost two years, tracked by its peer Samsung Electronics (-1.7%). Battery stocks also retreated after a strong rally in the prior session, with LG Energy Solution tumbling 1.6%, and Samsung SDI falling 0.7%.

根据预先估计，2024年3月，韩国经济季度环比增长1.3%，高于上一季度的0.6%。这是自2021年12月以来的最大增幅，超过了0.6%的预期。在支出方面，受商品和服务支出增加的推动，私人消费增长了0.8%（第四季度为+0.2%）。政府消费也有所增长，增长0.7%（第四季度为+0.5%），主要是由于商品支出增加。建筑投资大幅增长，增长2.7%（第四季度为-4.5%），建筑施工和土木工程都有所增长。然而，设施投资下降了0.8%（第四季度为+3.3%），主要是由于运输设备投资减少。受手机等IT产品出口增加的推动，出口增长0.9%（第四季度为+3.5%）。进口收缩0.7%（第四季度为+1.4%），主要是由于电子设备进口减少。

South Korea's economy expanded by 1.3% quarter-on-quarter in March 2024, up from 0.6% growth in the previous quarter, according to advance estimates. This growth rate represents the largest expansion since December 2021, surpassing expectations of a 0.6% increase. On the expenditure side, private consumption rose by 0.8% (vs +0.2% in Q4), driven by increased expenditures on goods and services. Government consumption also grew, increasing by 0.7% (vs +0.5% in Q4), mainly due to higher spending on goods.Construction investment expanded significantly, growing by 2.7% (vs -4.5% in Q4), with both building construction and civil engineering seeing increases. However, facilities investment declined by 0.8% (vs +3.3% in Q4), primarily due to lower investment in transportation equipment. Exports rose by 0.9% (vs +3.5% in Q4), driven by higher exports of IT items, such as cellular phones. Imports contracted by 0.7% (vs +1.4% in Q4), mainly due to decreased imports of electronic equipment.