周二，韩元兑美元汇率跌至1464美元左右，跌至七个月来的最低水平，因对持续资本外流的担忧和韩国央行的谨慎态度打压了市场情绪。外国投资者一直在从韩国股市撤出资金，而作为首尔-华盛顿贸易计划的一部分，国内投资者正在将大规模投资引入美国，这引发了人们对美元需求超过供应的结构性担忧。分析人士指出，企业海外投资、零售流入美国股市以及外国出售当地股票的组合使美元需求居高不下。此外，韩国央行指出，在“诊断预期”下，降息可能会不成比例地提振房价，而不是更广泛的经济增长，降息0.25个百分点可能会推高房价，同时抑制GDP、投资和消费增长。

The South Korean won slipped to around 1,464 per dollar on Tuesday, falling to its lowest level in seven months as sentiment was weighed down by concerns over ongoing capital outflows and BOK caution. Foreign investors have been pulling funds from Korean equities, while domestic investors are channeling large-scale investments into the US as part of the Seoul-Washington trade package, raising structural worries about dollar demand outstripping supply. Analysts noted that the combination of corporate investment abroad, retail flows into US stocks, and foreign selling of local equities has kept dollar demand elevated. Additionally, the Bank of Korea noted that under ‘diagnostic expectations,’ rate cuts may disproportionately boost housing prices rather than broader economic growth, with a 0.25 percentage point reduction potentially pushing home prices higher while leaving GDP, investment, and consumption gains muted.