韩国总统李明博承认，与美国正在进行的关税谈判引发了人们对该国外汇市场不稳定的担忧，但表示相信会达成解决方案。周一在纽约，李在联合国大会期间与美国议员会晤时指出，双方有望找到一个商业上合理的结果。韩国正在努力敲定一项旨在降低唐纳德·特朗普总统征收的进口关税的贸易协议。李还警告说，作为协议的一部分，韩国在美国的一项重大投资可能会影响该国的外汇储备，这突显了会谈的更广泛的财务影响。

South Korean President Lee Jae Myung acknowledged that ongoing tariff negotiations with the U.S. have raised concerns about instability in the country’s foreign exchange market but expressed confidence that a solution would be reached. In New York on Monday, during meetings with U.S. lawmakers on the sidelines of the United Nations General Assembly, Lee noted that both sides are expected to find a commercially rational outcome. South Korea is working to finalize a trade deal aimed at lowering import duties imposed by President Donald Trump. Lee also warned that a major South Korean investment in the U.S., proposed as part of the agreement, could affect the nation’s foreign exchange reserves, highlighting the broader financial implications of the talks.

韩国总统表示，美国关税谈判令外汇市场担忧。韩国总统李明博办公室周二发表声明称，韩国总统李明博表示，与美国就关税问题进行的谈判引发了外汇市场的担忧，但他相信双方将达成解决方案。

South Korean president says US tariffs talks worrying FX market.South Korean President Lee Jae Myung said negotiations with the U.S. on tariffs have stirred concerns in the foreign exchange market but he was confident the two sides will reach a solution, a statement from Lee's office said on Tuesday.

周二，韩元兑美元汇率跌至1394美元左右，扭转了前一交易日的涨势，因为市场重新评估了美国的货币政策信号。政策制定者在最近的美联储演讲中强调，进一步降息将是渐进的，并取决于即将公布的数据，这抑制了激进宽松政策的希望，并使韩元对美元处于守势。在国内，韩元也面临着生产者价格疲软的压力，8月份比上月下跌0.1%，而同比仅上涨0.6%，这加剧了人们对韩国央行采取谨慎立场的预期，尽管政府宣布了支持出口的新措施以支撑外部平衡。国内背景喜忧参半，突显出政策支持可能无法完全抵消全球逆风，加剧货币疲软。展望未来，交易员等待周五公布的韩国消费者和商业信心数据以及美国个人消费支出价格指数，以获取新的政策线索。

The South Korean won fell to around 1,394 per dollar on Tuesday, reversing gains in the previous session as markets reassessed US monetary policy signals. Policymakers at the recent Fed speeches emphasized that further rate cuts will be gradual and dependent on incoming data, dampening hopes for aggressive easing and leaving the won on the defensive against the greenback. Domestically, the won also faced pressure from softer producer prices, slipping by 0.1% in August from the previous month while rising only 0.6% year-on-year, fueling expectations of a cautious stance from the Bank of Korea, even as the government announced fresh measures to support exports in a bid to shore up the external balance. The mixed domestic backdrop underscored that policy support may not fully offset global headwinds, reinforcing weakness in the currency. Looking ahead, traders await today’s consumer and business confidence data in Korea and the US PCE price index due Friday for fresh policy cues.

周二，基准KOSPI上涨0.09%，至3471点左右，连续第二个交易日上涨，因为该指数在英伟达宣布与OpenAI建立具有里程碑意义的合作伙伴关系并承诺投资高达1000亿美元建设先进的人工智能数据中心后，追随华尔街科技股的涨势。在国内方面，科技和能源权重股领涨，三星电子（1.32%）、SK海力士（1.21%）、斗山能源（2.80%）和LG能源解决方案（0.29%）是此次反弹的最大贡献者。数据显示，由于服务业、公用事业和农业的增长缓解了通胀压力，2025年8月韩国生产者价格同比上涨0.6%，为4月以来最快，略高于7月的0.5%，这进一步提振了市场情绪。

The benchmark KOSPI gained 0.09% to around 3,471 on Tuesday, rising for a second session as the index tracked Wall Street’s tech-led rally after Nvidia announced a landmark partnership with OpenAI and its pledge to invest up to $100 billion in building advanced AI data centers. In the domestic front, technology and energy heavyweights led the charge, with Samsung Electronics (1.32%), SK Hynix (1.21%), Doosan Enerbility (2.80%), and LG Energy Solution (0.29%) among the biggest contributors to the rally. Sentiment was further lifted by data showing South Korea’s producer prices rose 0.6% year-on-year in August 2025, the fastest since April and slightly higher than July’s 0.5%, as gains in services, utilities, and agriculture eased inflation pressures.