周五早盘，基准KOSPI指数上涨0.1%，至2687点左右，较前一交易日有所反弹，追随美联储主席鲍威尔发表温和言论后华尔街的涨势，暗示近期不太可能加息。在个股中，Naver在公布好于预期的第一季度盈利后上涨3.6%。紧随其后的是其同行Kakao，涨幅为2.3%。金融股在昨日领跌后也有所上涨，此前韩国金融监管机构发布了针对选择加入政府改革计划以提高股东价值的公司的详细指导方针。KB Financial（2.6%）、Shinhan Financial（2%）和Hana Financial（3.2%）领涨。本周，基准指数有望上涨1.2%。

The benchmark KOSPI rose 0.1% to around 2,687 points in early trade on Friday, rebounding from the previous session, tracking gains from Wall Street after somewhat dovish remarks made by Fed Chair Powell, suggesting that a rate hike is unlikely in the near future. Among individual stocks, Naver advanced 3.6% after reporting better-than-expected first-quarter earnings. Tracking closely was its peer, Kakao, rising 2.3%. Financials also rose after leading yesterday's decline, following South Korea's financial regulator releasing proposed detailed guidelines for firms opting into the government's reform program to boost shareholder value. Gains were led by KB Financial (2.6%), Shinhan Financial (2%), and Hana Financial (3.2%). Over the week, the benchmark index is poised to rise by 1.2%.

周四早盘，基准KOSPI指数下跌0.3%，至2685点左右，结束了连续三天的上涨势头，此前美联储保持利率不变，美联储主席鲍威尔排除了再次加息的可能性，同时投资者消化了一批经济数据。韩国4月份的年度消费者通胀率从上月的3.1%降至2.9%，低于3%的预测。此外，该国的出口同比增长从3月份的3.1%加速至13.8%，而预期为13.7%。与此同时，韩国4月制造业采购经理人指数降至49.4，这表明经营状况急剧恶化，为八个月来最严重。在各板块中，金融股跌幅最大，KB Financial（-3.3%）、Shinhan Financial（-2%）、Hana Financial（-2.6%）和Samsung Life（-2.4%）大幅下跌。

The benchmark KOSPI fell 0.3% to around 2,685 points in early trade on Thursday, snapping a three-day winning streak, after the US Federal Reserve kept interest rates unchanged and Fed Chair Powell ruled out another rate hike, while investors digested a batch of economic data. South Korea’s annual consumer inflation slowed to 2.9% in April from 3.1% in the prior month and below forecasts of 3%. Also, the country’s export growth surged to 13.8% year-on-year, compared to expectations of 13.7%, accelerating from 3.1% in March. Meanwhile, South Korea’s manufacturing PMI declined to 49.4 in April, signaling a sharper deterioration in operating conditions, which was the steepest in eight months. Among sectors, finance stocks posted the biggest decline, with sharp losses from KB Financial (-3.3%), Shinhan Financial (-2%), Hana Financial (-2.6%), and Samsung Life (-2.4%).

标普全球韩国制造业采购经理人指数从3月份的49.8降至2024年4月的49.4，这表明运营状况出现了八个月来最严重的恶化。尽管如此，最新报告指出，在客户信心不断增强的一些迹象中，韩国制造业的产出和新订单都出现了新的增长，尽管只是小幅增长。然而，由于需求环境仍然疲软，企业仍保持谨慎，就业人数一年来首次减少。与此同时，供应商的交货时间自2013年5月以来最大程度地缩短。在价格方面，出现了通货膨胀压力上升的迹象。原材料、石油和物流价格的上涨导致公司将销售价格提高到去年11月以来的最大程度。展望未来，12个月的前景是积极的，因为公司预计国内和国际订单将持续复苏。

The S&P Global South Korea Manufacturing PMI fell to 49.4 in April 2024 from 49.8 in March, signaling a sharper deterioration in operating conditions which was the steepest in eight months. Still, the latest report pointed to renewed, albeit fractional, increases in both output and new orders in the South Korean manufacturing sector amid some signs of growing client confidence. However, there was a reduction in employment for the first time in a year as firms remained cautious given a still muted demand environment. Meanwhile, suppliers' delivery times shortened to the greatest extent since May 2013. On the price front, there were signs of rising inflationary pressures. Higher prices for raw materials, oil and logistics led firms to raise their selling prices to the largest degree since November last year. Looking ahead, the 12-month outlook was positive as firms expect a sustained recovery in domestic and international orders.

2024年4月，韩国的年通货膨胀率从上月的3.1%降至2.9%，略低于市场预测的3%。这是自1月份以来的最低读数，因为食品和非酒精饮料（5.9%对3月份的6.7%）以及餐厅和酒店（3%对3.4%）的成本增长速度较慢。与此同时，住房、电力、天然气和水的成本以同样的速度上涨（1.8%），而价格上涨速度更快（2.9%对2.8%）。从月度来看，通胀在上月小幅上涨0.1%后停滞不前，低于市场预期的0.2%。

The annual inflation rate in South Korea slowed to 2.9% in April 2024, from 3.1% in the previous month and slightly below market forecasts of 3%. It marked the lowest reading since January as cost rose at a softer pace for food and non-alcoholic beverages (5.9% vs 6.7% in March) and restaurant and hotels (3% vs 3.4%). Meantime, cost of housing, electricity, gas and water rose at the same pace (1.8%), while prices went up at a faster pace for (2.9% vs 2.8%). On a monthly basis, inflation stalled after edging up by 0.1% in the preceding month, below market expectation of 0.2% rise.