韩国股市领跌亚太，日元、韩元对美元跌破关键点位

Group 1 - The U.S. government has implemented "reciprocal tariffs" ranging from 10% to 41% on various countries, impacting global markets and leading to declines in major stock indices in Asia-Pacific [2][4] - Japan's Finance Minister expressed concerns that the tariffs could pressure the Japanese economy, while the Bank of Japan is expected to raise interest rates once this year despite current uncertainties [3][4] - South Korea's stock market faced significant declines due to both the tariffs and the government's plan to increase capital gains tax, with the KOSPI index dropping nearly 4% at one point [4][5] Group 2 - The South Korean government announced a comprehensive tax reform plan, adjusting corporate tax rates and increasing securities transaction tax, which is projected to raise an additional 8.2 trillion KRW (approximately 5.9 billion USD) over five years [5] - Major investment banks have raised their ratings on the South Korean stock market since June, but concerns remain that increased capital gains tax could lead to significant stock sell-offs by major shareholders [6] Group 3 - The U.S. dollar is expected to record its first monthly increase of the year, with the yen being the biggest loser as the dollar-yen exchange rate surpassed 150, raising concerns about inflation in Japan [7][8] - The market anticipates that any positive surprises in the upcoming U.S. non-farm payroll report could diminish the likelihood of a rate cut by the Federal Reserve in September [7]