韩国股市领跌亚太，日元、韩元对美元跌破关键点位

Core Viewpoint - The article discusses the impact of newly imposed tariffs by the U.S. on various countries, particularly focusing on the reactions of Asian markets and the implications for Japan and South Korea's economies [2][4][7]. Group 1: Market Reactions - Following the announcement of new tariffs ranging from 10% to 41%, major Asian stock indices opened lower, with the Nikkei 225 index dropping significantly [2]. - The MSCI Asia-Pacific index (excluding Japan) fell by 0.7%, marking a cumulative decline of 1.8% for the week [2]. - The South Korean stock market experienced a sharp decline, with the composite index dropping nearly 4% at one point, influenced by both the tariffs and proposed increases in capital gains tax [7]. Group 2: Japan's Economic Concerns - Japanese officials expressed concerns about the potential pressure on the economy due to U.S. tariffs, with the Finance Minister stating that the government will analyze the impact on Japanese industries [4]. - The Bank of Japan maintained its current interest rates but indicated the possibility of a rate hike later in the year, amid uncertainties from trade policies [5]. - Japan's exports are expected to be negatively affected by the new tariffs, which could lead to a slowdown in demand due to global economic conditions [5]. Group 3: South Korea's Tax Reforms - The South Korean government announced a comprehensive tax reform plan that includes raising corporate tax rates and expanding the capital gains tax, which is projected to increase annual tax revenue by approximately 59 billion USD over five years [7]. - This tax reform is seen as a move to stimulate investment and economic growth, but it may also burden companies already facing challenges from U.S. tariffs [7][9]. - The proposed changes could lead to significant stock sell-offs by major shareholders, potentially undermining the current bullish trend in the South Korean stock market [9].