揭示韩国对科技发展势头的影响。揭示韩国对科技发展势头的影响

Unpacking South Korea's influence on tech momentum.Unpacking South Korea's influence on tech momentum

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.

周二，基准韩国综合股价指数上涨1.5%，至4133点左右，连续第二个交易日上涨，全球人工智能驱动的反弹支撑了市场情绪，缓解了美国政府关门的不确定性。科技股领涨，三星电子（+3.9%）和SK海力士（+3.3%）在华尔街人工智能引领反弹后，因投资者兴趣浓厚而上涨。LG Energy Solution（+3.97%）、Naver（+3.1%）、SK Square（+9.5%）、HD Hyundai Electric（+2.8%）和韩国电力公司（+3.9%）也做出了显著贡献，支持了技术、能源、投资和公用事业的表现。此外，结束美国政府停摆的进展进一步降低了风险担忧，强化了积极的市场基调。与此同时，交易量保持温和，反映出在持续的外资外流中有选择地购买。

The benchmark KOSPI rose 1.5% to around 4,133 on Tuesday, extending gains for a second consecutive session as sentiment was supported by a global AI-driven rebound and easing uncertainties over the US government shutdown. Technology stocks led the advance, with Samsung Electronics (+3.9%) and SK hynix (+3.3%) climbing on strong investor interest following an AI-led rebound on Wall Street. Notable contributions also came from LG Energy Solution (+3.97%), Naver (+3.1%), SK Square (+9.5%), HD Hyundai Electric (+2.8%), and Korea Electric Power Corporation (+3.9%), supporting performance across technology, energy, investment, and utilities. Additionally, progress toward ending the US government shutdown further reduced risk concerns, reinforcing a positive market tone. Meanwhile, trading volume remained moderate, reflecting selective buying amid continued foreign outflows.

11月初韩国贸易改善，进出口增加。周一海关数据显示，11月前10天，韩国出口同比增长6.4%，进口增长8.2%。该期间的贸易差额为12.2亿美元的临时赤字。

South Korean trade improved in early November, imports and exports higher.South Korea's exports rose 6.4% year-on-year in the first 10 days of November, while imports increased 8.2%, customs data showed Monday. The trade balance for the period stood at a provisional deficit of US $1.22 billion.