突发！韩国股市突然崩了！美国将对韩国征收15%关税

Market Overview - The South Korean stock market experienced a significant drop on August 1, with the Seoul Composite Index falling nearly 4%, marking the largest decline since early April [2] - This decline was attributed to the government's proposal to increase taxes on corporations and investors, leading to cautious sentiment in one of the hottest stock markets globally [2] Tax Policy Changes - The South Korean government plans to lower the capital gains tax threshold from 5 billion KRW (approximately 71,425 USD) to 1 billion KRW, while also increasing transaction taxes [2] - The corporate income tax rate is set to rise from 24% to 25%, reversing previous tax reduction policies [2] - Proposed changes include raising the stock transaction tax from 0.15% to 0.2% and implementing a 20% tax rate on dividend income between 20 million and 300 million KRW, with a 35% rate on amounts exceeding 300 million KRW [4] Investor Sentiment - The proposed tax adjustments have sparked strong backlash among retail investors, with a nationwide petition for immediate withdrawal gaining traction and support [2][3] - Despite the recent market downturn, the Seoul Composite Index has risen over 30% year-to-date, benefiting from optimistic sentiment surrounding corporate governance reforms initiated by the new government [2] Corporate Performance - Samsung Electronics, South Korea's largest company by market capitalization, has seen its stock decline for two consecutive days due to disappointing earnings that fell short of analyst expectations [3] - The market had previously anticipated progress in Samsung's memory chip and foundry businesses, which had driven a rebound in its stock over the past two months [3] Economic Context - The new administration under President Lee Jae-myung aims to bolster weak government finances to increase subsidies and stimulate consumption amid slowing economic growth [2] - The proposed tax increases may undermine the government's support among the active retail investor community and raise concerns among foreign institutional investors who had recently shown renewed interest in the market [3]