由于交易员继续权衡韩国央行的最新货币政策决定，韩元兑美元汇率稳定在1455左右。央行在2025年1月出人意料地将关键利率保持在3%，无视降息25个基点的预期，旨在在美元走强和政治动荡的情况下稳定疲软的货币。与此同时，被弹劾的总统尹锡悦被捕，为韩元提供了微弱的支持，有可能实现政治稳定。在经济新闻方面，由于政治不确定性和贸易风险，韩国2024-2025年的增长前景被下调，但预计将在2025年底复苏。从外部来看，韩元兑疲软的美元上涨，因为美国通胀降温推动了今年美联储进一步降息的押注。投资者现在期待着下周最新的英国央行会议纪要和一系列经济数据，包括生产者通胀数据、消费者和商业信心数据。

The South Korean won remained steady around 1,455 per dollar, as traders continued to weigh the Bank of Korea’s latest monetary policy decision. The central bank unexpectedly kept its key rate at 3% in January 2025, defying expectations of a 25-basis-point cut, aiming to stabilize the weakening currency amid a strong US dollar and political turmoil. Meanwhile, the arrest of impeached President Yoon Suk Yeol has offered slight support to the won, with potential for political stabilization. In economic news, South Korea's 2024-2025 growth outlook was downgraded amid political uncertainty and trade risks, though recovery is expected in late 2025. Externally, the won gained against the softening US dollar, as cooling US inflation fueled bets of additional Fed rate cuts this year. Investors now look ahead to the latest BOK minutes and a slew of economic releases next week, including producer inflation data, consumer, and business confidence figures.

周五，基准韩国综合股价指数下跌0.2%，至2522点左右，扭转了前一交易日超过1%的涨幅，此前华尔街因大型科技股抛售而表现疲软。。尽管有所下降，但基准指数仍有望实现温和的周涨幅，这是其连续第三次上涨。在经济新闻中，由于政治不确定性、国内情绪疲软和全球贸易风险，韩国2024年和2025年的经济增长前景被下调，尽管预计将在2025年底复苏。在主要股指中，三星电子（-1.3%）、现代重工业（-2.4%）、三星生物制品（1.3%）和现代汽车（-2.1%）均出现下跌。与此同时，芯片巨头SK海力士上涨1.7%，电池制造商LG能源解决方案上涨0.6%。

The benchmark KOSPI fell 0.2% to around 2,522 points on Friday, reversing a gain of over 1% in the previous session after a weak overnight performance on Wall Street driven by a sell-off in megacap technology stocks.. Despite the decline, the benchmark index remains on track to post a modest weekly gain, marking its third consecutive increase. In economic news, South Korea's economic growth outlook for 2024 and 2025 has been downgraded due to political uncertainty, weak domestic sentiment, and global trade risks, though recovery is expected in late 2025. Among major stock indexes, losses were seen from Samsung Electronics (-1.3%), Hyundai Heavy Industries (-2.4%), Samsung Biologics (-1.3%), and Hyundai Motor (-2.1%). Meanwhile, chip giant SK Hynix advanced 1.7%, while battery maker LG Energy Solutions added 0.6%.

韩圆兑美元汇率升至1450美元以上，连续第四个交易日上涨，创下三周以来的新高，交易员们正在权衡韩国央行的最新货币政策决定。央行在2025年的第一次会议上意外地将关键利率维持在3%，这与10月和11月两次降息后降息25个基点的预期背道而驰。这一决定旨在稳定疲软的货币，在尹总统于12月宣布短暂戒严后，美元走强和政治动荡给货币带来了压力。与此同时，在周三被首席信息官逮捕后，被弹劾的总统尹面临着激烈的质询，并有可能接受议会特别检察官的调查。从外部来看，韩元受到美元普遍疲软的支撑，因为低于预期的通胀报告加剧了人们对美联储今年两次降息的预期。

The South Korean won strengthened above 1,450 per dollar, rallying for the fourth consecutive session and hitting an over three-week high, as traders weighed the Bank of Korea’s latest monetary policy decision. The central bank unexpectedly held its key rate at 3% in its first 2025 meeting, defying expectations of a 25-basis-point cut following two cuts in October and November. This decision aimed to stabilize the weakening currency, which has been pressured by a strong US dollar and political turmoil after President Yoon’s brief martial law declaration in December. Meanwhile, after his arrest by the CIO on Wednesday, impeached President Yoon faces intense questioning and the potential for a parliamentary special counsel probe. Externally, the won found support from a broad US dollar weakness, as a cooler-than-expected inflation report fueled expectations of two Federal Reserve rate cuts this year.

周四，基准韩国综合股价指数上涨1.2%，至2526点左右，此前该指数在前一交易日暂停，交易员评估了韩国央行的最新货币政策决定。央行在10月和11月两次降息25个基点后，在2025年的第一次会议上出人意料地将基准利率保持在3%。这一决定是在全球美元走强和政治不稳定的压力下韩元走软之际做出的。与此同时，在周三被首席信息官逮捕后，被弹劾的总统尹面临着激烈的质询，并有可能接受议会特别检察官的调查。从外部来看，该指数追踪了华尔街隔夜涨幅，这得益于令人鼓舞的美国通胀报告和稳健的银行盈利。在主要股指中，三星电子（2.1%）、SK海力士（5.2%）、LG能源解决方案（1.3%）、三星生物制品（2.2%）和现代汽车（0.9%）表现强劲。

The benchmark KOSPI climbed 1.2% to around 2,526 points on Thursday, after pausing in the previous session, as traders assessed the Bank of Korea’s latest monetary policy decision. The central bank unexpectedly kept its benchmark rate at 3% in its first 2025 meeting after two 25-basis-point cuts in October and November. The decision comes amid a weakening won pressured by global dollar strength and political instability. Meanwhile, after his arrest by the CIO on Wednesday, impeached President Yoon faces intense questioning and the likelihood of a parliamentary special counsel probe. Externally, the index tracked overnight Wall Street gains, driven by an encouraging US inflation report and solid bank earnings. Among major stock indexes, Samsung Electronics (2.1%), SK Hynix (5.2%), LG Energy Solutions (1.3%), Samsung Biologics (2.2%), and Hyundai Motor (0.9%) posted strong performances.