韩元兑美元汇率触及1380.00，为2025年8月以来的最高点。在过去的4周里，美元韩元下跌了0.65%，在过去的12个月里，韩元上涨了4.55%。

The South Korean Won touched 1380.00 against the USD, the highest since August 2025. Over the past 4 weeks, US Dollar South Korean Won lost 0.65%, and in the last 12 months, it increased 4.55%.

周二，基准韩国综合股价指数上涨0.8%，至3435点左右，连续第七个交易日创下历史新高，这得益于芯片制造商的强劲增长和国内政策信号。SK海力士（SK Hynix）上涨3.8%，三星电子（Samsung Electronics）上涨1.3%，投资者押注半导体需求强劲，对人工智能持乐观态度，贸易紧张局势有所缓解。财政部长承诺通过人工智能创新开创“KOSPI 5000”时代，这为外资流入提供了支持，而政府决定保持大股东资本利得税的50亿韩元门槛，增强了人们对市场前景的信心。从外部来看，华盛顿和北京在马德里举行的贸易谈判取得进展的信号进一步缓解了全球增长担忧，而对美联储本周降息的预期提高了全球风险偏好。

The benchmark KOSPI rose 0.8% to around 3,435 on Tuesday, advancing for the seventh straight session to another all-time high, driven by strong gains in chipmakers and domestic policy signals. SK Hynix jumped 3.8% and Samsung Electronics added 1.3% as investors bet on resilient demand for semiconductors amid optimism over AI and easing trade tensions. Foreign inflows were supported by the finance minister’s pledge to usher in a ‘KOSPI 5,000’ era through AI innovation, while the government’s decision to keep the KRW 5 billion threshold for large shareholder capital gains tax reinforced confidence in the market outlook. Externally, signals of progress from trade talks between Washington and Beijing in Madrid further eased global growth concerns, while expectations for a US Federal Reserve rate cut this week lifted global risk appetite.

周二，韩元兑美元汇率升至1383左右，这是连续第二个交易日上涨，因为美元在美联储9月16日至17日的政策会议之前走弱，市场普遍预计美联储将降息25个基点。财政部长斯科特·贝森特（Scott Bessent）表示，谈判代表已在马德里的会谈中就TikTok的美国业务达成框架，预计特朗普总统和Xi总统周五的通话将予以证实，这进一步提振了投资者情绪，缓解美中紧张局势的希望随之解除。尽管市场参与者警告称，关税、数据算法和知识产权等未解决的问题缓和了乐观情绪，但贸易摩擦减少的前景提振了亚洲市场的风险偏好。

The South Korean won rose to around 1,383 per dollar on Tuesday, marking its second consecutive session of gains as the dollar weakened ahead of the Federal Reserve’s September 16–17 policy meeting, where markets widely expect a 25-basis-point rate cut. Further bolstering investor sentiment, hopes for easing US–China tensions were lifted after Treasury Secretary Scott Bessent said negotiators had reached a framework for TikTok’s US operations during talks in Madrid, with confirmation expected in a call between Presidents Trump and Xi on Friday. While market participants caution that unresolved issues such as tariffs, data algorithms, and IP rights temper optimism, the prospect of reduced trade frictions boosted risk appetite in Asian markets.

2025年8月，韩国进口价格同比下降2.2%，低于7月的5.9%，标志着进口成本连续第五个月下降。原材料价格下跌6.6%，较上月12.7%的跌幅有所放缓，而中间产品价格下跌1.8%，而7月份为4.6%。消费品价格增长从3.1%放缓至2.6%，资本品价格增长2.6%，高于1.2%。按月计算，进口价格上涨0.3%，低于7月份0.8%的涨幅。

South Korea’s import prices dropped by 2.2% year-over-year in August 2025, slowing from a 5.9% decline in July, marking the fifth straight month of declining import costs. Raw material prices fell 6.6%, slowing from a 12.7% drop the previous month, while intermediate goods declined 1.8%, compared with 4.6% in July. Consumer goods price growth moderated to 2.6% from 3.1%, and capital goods rose 2.6%, up from 1.2%. On a monthly basis, import prices rose 0.3%, down from July’s 0.8% increase.