半导体创纪录救场！韩国6月出口反弹4.3%，关税倒计时下经济隐忧仍存

Group 1 - South Korea's exports rebounded by 4.3% year-on-year in June, driven by record semiconductor sales, providing a temporary boost to the trade-dependent economy [1] - The average daily export amount, adjusted for working days, increased by 6.8% year-on-year, while overall imports grew by 3.3%, resulting in a trade surplus of $9.1 billion [1] - Semiconductor shipments surged by 11.6% year-on-year to a historical high of $14.97 billion, despite a slight decline in exports to the US and China [1] Group 2 - A senior South Korean trade official indicated that completing negotiations before the deadline is unrealistic, aiming instead for an extension and seeking tariff exemptions [2] - The South Korean government announced a supplementary budget of 30.5 trillion won ($22.2 billion) to stimulate growth and mitigate trade risks amid economic contraction [2] - The new administration faces increasing pressure due to economic shrinkage and a significant reduction in GDP growth forecast from 1.5% to 0.8% for 2025 [2]