-- 週五,韓國股市收高,此前伊朗和美國週四同意停火兩週,雙方將於當天稍晚在巴基斯坦伊斯蘭堡舉行停火談判。 美國副總統萬斯將前往伊斯蘭堡,但由於以色列本週稍早襲擊了貝魯特,德黑蘭是否會參與談判仍不明朗。 韓國綜合股價指數(KOSPI)上漲80.86點,漲幅1.4%,收在5858.87點。韓國創業板指數(KOSDAQ)也上漲17.63點,漲幅1.6%,收在1093.63點。 經濟方面,韓國央行貨幣政策委員會週五決定,鑑於近期中東局勢的不確定性可能加劇通膨,將基準利率維持在2.50%不變。 路透社調查的31位經濟學家普遍預期央行將採取升息措施。其中大多數經濟學家預計今年內利率不會變動,只有4位預測升息——3位預測到年底升息至2.75%,1位預測至3%。 目前預計年度通膨率將超過2月預測的2.2%的總體通膨率和2.1%的核心通膨率。然而,由於油價、匯率、政策影響和成本轉嫁水準等因素,通膨前景仍存在較大不確定性。 企業新聞方面,根據韓國交易所週五發布的公告顯示,HJ造船建設公司(KRX:097230)從範川5區重建計畫協會中標釜山重建計畫。 該合約價值3497億韓元。 受此消息提振,該造船公司的股價在收盤時上漲超過2%。
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