在最新通胀数据的推动下，韩元兑美元汇率上涨至1450韩元，延续了前一交易日的涨幅。官方数据显示，韩国的通货膨胀率在2025年1月升至2.2%，为六个月来的最高水平，这是由于货币走弱增加了进口成本。这支持了韩国央行最近决定将利率保持在3%，在政治不稳定的情况下平衡经济增长担忧和货币压力。与此同时，在美国总统唐纳德·特朗普暂停对墨西哥和加拿大进口商品征收计划关税后，市场情绪有所改善。然而，随着北京对美国关税采取反制措施进行报复，美中贸易紧张局势升级。

The South Korean won strengthened toward 1,450 per dollar, extending gains from the previous session, driven by the latest inflation figures. Official data showed that South Korea's inflation rate rose to 2.2% in January 2025, the highest in six months, driven by a weaker currency that increased import costs. This supported the Bank of Korea’s recent decision to keep interest rates at 3%, balancing economic growth concerns with currency pressures amid political instability. Meanwhile, market sentiment improved after U.S. President Donald Trump suspended planned tariffs on imports from Mexico and Canada. However, US-China trade tensions escalated with Beijing retaliating with countermeasures against US tariffs.

基准韩国综合股价指数周三上涨1.3%，至2513点左右，延续了前几个交易日的涨幅，并追随了华尔街科技股领涨的隔夜涨势。尽管全球贸易紧张局势持续，但美国及其贸易伙伴对关税采取了谨慎态度，市场情绪有所改善。在国内，韩国的通货膨胀率在2025年1月升至2.2%，为六个月来的最高水平，这是由于货币走弱增加了进口成本。这支持了韩国央行将利率维持在3%的决定，在政治不稳定的情况下平衡了经济增长担忧和货币压力。在指数权重股中，软件股领涨，受中国Deepseek推出后人工智能价格下降的预期推动，Kakao在宣布与OpenAI合作开发人工智能产品的计划后上涨5.8%，Naver上涨5.7%。其他值得注意的增长包括芯片、电池和汽车制造商，如SK海力士（2.6%）、LG能源解决方案（1.8%）和起亚（1%）。

The benchmark KOSPI climbed 1.3% to around 2,513 points on Wednesday, extending gains from the previous sessions and tracking Wall Street’s tech-led overnight rally. Market sentiment improved as the US and its trading partners adopted a cautious approach to tariffs despite ongoing global trade tensions. Domestically, South Korea's inflation rate rose to 2.2% in January 2025, the highest in six months, driven by a weaker currency that increased import costs. This supported the Bank of Korea’s decision to keep interest rates at 3%, balancing economic growth concerns with currency pressures amid political instability. Among index heavyweights, software stocks led the advance, driven by expectations of cheaper AI after China's Deepseek launch, with Kakao rising 5.8% after announcing plans to develop AI products with OpenAI, while Naver added 5.7%. Other notable gains include chips, battery and auto makers, such as SK Hynix (2.6%), LG Energy Solutions (1.8%), and Kia Corp (1%).

韩国的通货膨胀率从12月的1.9%上升到2025年1月的2.2%，达到六个月来的最高水平。这一增长归因于当地货币走弱，推高了进口价格。这也是五个月来通货膨胀率首次超过2%。尽管预计将降息25个基点，但价格上涨支持了韩国央行在1月份会议上决定将利率稳定在3%。央行在对经济增长风险的担忧与韩元贬值的压力之间取得了平衡，韩元贬值因政治不稳定而加剧。按月计算，1月份消费者价格指数上涨0.7%，高于12月份的0.4%，达到2023年8月以来的最高月度涨幅。

South Korea's inflation rate rose to 2.2% in January 2025, up from 1.9% in December, marking the highest level in six months. This increase is attributed to a weaker local currency, which drove up import prices. It also marked the first time in five months that inflation surpassed 2%. The rise in prices supported the Bank of Korea’s decision to hold interest rates steady at 3% in its January meeting, despite expectations for a 25 basis point cut. The central bank balanced concerns about economic growth risks with the pressure of a depreciating won, exacerbated by political instability. On a monthly basis, consumer prices climbed 0.7% in January, up from 0.4% in December, reaching the highest monthly increase since August 2023.

2025年1月，韩国的外汇储备从2023年12月的4153.9亿美元降至4110亿美元。这是自2020年6月以来的最低水平，也是连续第四个月下降。下降的主要原因是证券减少，从3724亿美元降至3620亿美元。另一方面，存款从252亿美元微升至253亿美元，而特别提款权（SDR）保持不变，为191亿美元。该国的国际货币基金组织储备也稳定在42亿美元。

South Korea's foreign exchange reserves fell to $411 billion in January 2025, down from $415.39 billion in December 2023. This marks the lowest level since June 2020 and the fourth consecutive month of decline. The drop was primarily due to a decrease in securities, which fell to $362 billion from $372.4 billion. On the other hand, deposits edged up to $25.3 billion from $25.2 billion, while Special Drawing Rights (SDRs) remained unchanged at $19.1 billion. The country's IMF reserve position also held steady at $4.2 billion.