韩元兑美元汇率暴跌至1460，受美元持续走强的压力，收复了前一交易日的涨幅。债券收益率上升和对美国就业报告强劲的预期提振了美元，这可能会强化美联储今年降息减少的前景。在美联储最新会议纪要发布后，韩元面临着额外的压力，该纪要表明，在持续的通货膨胀和特朗普政策的不确定性下，政策放松的步伐可能会放缓。在国内，随着韩国代理总统承诺在政治危机中全力稳定经济，并承诺对金融市场进行全天候监控以及时干预，货币得到了支持。政府和执政的人民力量党还计划采取积极措施加强美国的贸易关系，并应对即将上任的特朗普政府政策的潜在影响。

The South Korean won tumbled toward 1,460 per dollar, giving back gains from the previous session, pressured by ongoing dollar strength. The greenback was lifted by rising bond yields and expectations of a strong US jobs report, which may reinforce the outlook for fewer interest rate cuts by the Federal Reserve this year. The won faced additional pressure following the release of the latest Fed minutes, which signaled a potential slowdown in the pace of policy easing amid persistent inflation and uncertainty over Trump's policies. Domestically, the currency found support as South Korea's acting president pledged full efforts to stabilize the economy amid political crisis and committed to round-the-clock monitoring of financial markets for timely intervention. The government and ruling People Power Party also plan proactive measures to strengthen US trade ties and address potential impacts of incoming Trump administration’s policies.

基准韩国综合股价指数周五下跌0.3%，至2514点左右，结束了连续五个交易日的上涨，受电池和钢铁制造商大幅下跌的拖累。投资者也为美国就业报告做好了准备，该报告可能会影响美联储今年的货币政策前景。与此同时，交易员评估了美联储的最新会议纪要，表明由于持续的通货膨胀和对特朗普政策的担忧，他们准备放缓政策放松。在国内，韩国政府和执政的人民力量党计划采取积极措施，加强与美国的贸易关系，并应对特朗普政策的影响。LG能源解决方案（-2.2%）、三星SDI（-2.3%）、浦项制铁控股（-0.8%）和韩国锌业（-5%）均出现显著亏损。尽管遭遇挫折，该基准指数仍有望每周上涨约3%，为去年11月中旬以来的最大涨幅。

The benchmark KOSPI fell 0.3% to around 2,514 points on Friday, snapping a five consecutive session of gains, dragged down by sharp losses from battery and steel makers. Investors also braced ahead of the US jobs report, which could shape the Federal Reserve’s monetary policy outlook for the year. Meanwhile, traders assessed the latest Fed minutes, signaling a readiness to slow policy easing due to persistent inflation and concerns over Trump’s policies. Domestically, South Korea’s government and ruling People Power Party plan proactive measures to strengthen US trade ties and address impacts of Trump’s policies. Notable losses were seen from LG Energy Solutions (-2.2%), Samsung SDI (-2.3%), Posco Holdings (-0.8%), and Korea Zinc (-5%). Despite the setbacks, the benchmark index is on track for a weekly gain of about 3%, its biggest since mid-November last year.

韩国代总统崔表示要全天候监控金融市场。韩国代理总统崔相茂周五表示，政府将全力以赴稳定经济，并将全天候监控金融市场，以便在必要时采取行动。

South Korea acting President Choi says to monitor financial markets around the clock.South Korea's acting President Choi Sang-mok said on Friday the government will make an all-out effort to stabilise the economy and will monitor financial markets around the clock to act if needed.

周四，基准韩国综合股价指数收于2522点，几乎持平，芯片巨头SK海力士和汽车制造商的上涨抵消了电池股的大幅下跌。在CES 2025上与客户Nvidia进行业务讨论后，SK海力士股价上涨4%，因为两家公司都加大了开发高端芯片的力度。在汽车股中，现代汽车和姊妹公司起亚公司分别上涨0.2%和3.1%，此前该集团今年宣布了创纪录的24.3万亿韩元（166.7亿美元）的韩国投资计划。相比之下，电池巨头LG能源解决方案股价暴跌5.4%，与美国同行的隔夜跌幅持平，而三星SDI股价下跌3.8%。在政治方面，韩国代总统崔相茂以强劲的经济基本面和政府稳定为由，敦促中国投资者保持信心。与此同时，政府和执政的人民力量党计划采取措施加强美国的贸易关系，并应对特朗普“美国优先”政策的影响。

The benchmark KOSPI closed nearly flat at 2,522 points on Thursday, as an uplift from chip giant SK Hynix and automakers offset sharp losses from battery stocks. Index heavy SK Hynix jumped 4% following business discussions with customer Nvidia at CES 2025, as both companies ramped up efforts to develop high-end chips. Among auto stocks, Hyundai Motor and sister company Kia Corp added 0.2% and 3.1%, respectively, after the group announced a record 24.3 trillion won ($16.67 billion) investment plan for South Korea this year. In contrast, battery giant LG Energy Solutions plunged 5.4%, tracking overnight losses from US peers, while Samsung SDI dropped 3.8%. On the political front, South Korea’s acting President Choi Sang-mok urged Chinese investors to maintain confidence, citing strong economic fundamentals and government stability. Meanwhile, the government and ruling People Power Party plan measures to strengthen US trade ties and address impacts of Trump’s "America First" policies.