韩元兑美元汇率近期下跌近1400韩元，因投资者在美中贸易谈判的不确定性挥之不去的情况下保持谨慎。在与中国官员在瑞士举行预定会议之前，特朗普总统排除了降低对中国145%的高额关税的可能性，这抑制了谈判取得有意义进展的希望。令市场更加不安的是，美联储保持利率不变，并表示谨慎立场，排除了为应对贸易紧张局势可能带来的经济影响而先发制人降息的可能性。与此同时，据财政部周四称，在国内，政府宣布计划在三个月内执行13.8万亿韩元额外预算的70%，以迅速支持经济和出口商。投资者还消化了新的数据，显示韩国4月份的外汇储备从3月份的4097亿美元降至4044亿美元。

The South Korean won held its recent decline near 1,400 per dollar, as investors remained cautious amid lingering uncertainty surrounding US-China trade talks. Ahead of a scheduled meeting with Chinese officials in Switzerland, President Trump ruled out lowering the steep 145% tariffs on China, dampening hopes for meaningful progress in the negotiations. Adding to market unease, the U.S. Federal Reserve kept interest rates unchanged and signaled a cautious stance, ruling out a preemptive rate cut in response to potential economic fallout from trade tensions. Meanwhile, at home, the government announced plans to execute 70% of the 13.8 trillion-won extra budget within three months to swiftly support the economy and exporters, according to the finance ministry on Thursday. Investors also digested new data showing that South Korea’s foreign exchange reserves fell to $404.4 billion in April, down from $409.7 billion in March.

基准韩国综合股价指数周四上涨0.2%，至2578点左右，连续第三个交易日上涨，保持在六周高点以内。在美联储保持利率不变后，该指数追随华尔街科技股领涨的隔夜涨幅。在本周末于瑞士举行的美中贸易谈判之前，投资者也保持谨慎乐观，尽管特朗普总统在会前排除了放松关税的可能性，保持了较低的预期。与此同时，财政部周四表示，在国内，政府计划在三个月内执行13.8万亿韩元额外预算的70%，以迅速支持经济和出口商。在指数权重股中，芯片制造商领涨，包括三星电子（0.7%）和SK海力士（1.9%），在有报道称放宽芯片贸易限制后，追随其美国同行英伟达。造船商也扩大了涨幅，如现代重工（1.6%）和韩国造船和海洋工程公司（1.3%）。

The benchmark KOSPI rose 0.2% to around 2,578 points on Thursday, extending gains for the third consecutive session to stay within six-week highs. The index followed tech-led overnight gains from Wall Street after the Federal Reserve kept interest rates unchanged. Investors also remained cautiously optimistic ahead of U.S.-China trade talks in Switzerland this weekend, although President Trump ruled out easing tariffs before the meeting, keeping expectations low. Meanwhile, at home, the government plans to execute 70% of the 13.8 trillion-won extra budget within three months to swiftly support the economy and exporters, the finance ministry said Thursday. Among index heavyweights, chipmakers led the advance, including Samsung Electronics (0.7%) and SK Hynix (1.9%), tracking its US peer Nvidia after reports of easing chip trade restrictions. Shipbuilders also extended gains, such as Hyundai Heavy Industries (1.6%) and Korea Shipbuilding and Offshore Eng’g (1.3%).

韩国央行公布的数据显示，2025年4月，韩国的外汇储备从3月份的4097亿美元降至4044亿美元。储备包括价值3565亿美元的证券，占总储备的88.1%，其次是232亿美元的存款（5.7%），157亿美元的特别提款权（3.9%），48亿美元的黄金（1.2%），以及该国45亿美元的国际货币基金组织储备头寸（1.1%）。这一下降反映了在全球金融形势不断变化的情况下，韩国外汇储备的持续波动。

South Korea's foreign exchange reserves fell to $404.4 billion in April 2025, down from $409.7 billion in March, according to data released by the Bank of Korea. The reserves comprised securities valued at $356.5 billion, accounting for 88.1% of the total, followed by deposits at $23.2 billion (5.7%), Special Drawing Rights (SDRs) at $15.7 billion (3.9%), gold at $4.8 billion (1.2%), and the country’s IMF reserve position at $4.5 billion (1.1%). The decline reflects ongoing volatility in South Korea’s reserve holdings amid shifting global financial conditions.

韩国的外汇储备已降至五年来的最低水平。韩国外汇储备在4月份下降了近50亿美元，至4046.7亿美元，为2020年4月以来的最低水平，原因是当局在贸易紧张局势下进行干预以稳定货币市场。

South Korea's foreign exchange reserves have dropped to the lowest level in five years.South Korea's foreign exchange reserves fell by nearly $5 billion in April to $404.67 billion — the lowest level since April 2020 — as authorities intervened to stabilise currency markets amid trade tensions.