韩元兑美元汇率在1430左右走强，徘徊在六周高点附近，因为特朗普总统呼吁降低利率并没有明确关税后，美元走软。在世界经济论坛演讲中，特朗普敦促立即降息，并重申支持对美国制造商征收低税，同时承诺对在国外生产的公司征收关税。然而，自就职以来，他一直避免征收激进的关税或指定新的关税。在国内，韩国代理总统崔相茂以不确定性加剧为由，命令当局监控美国政策的变化和全球市场。与此同时，最近的数据显示，韩国第四季度国内生产总值增长0.1%，低于0.2%的预测，年增长率为1.2%，低于预期的1.4%。这一点，再加上2024年全年2%的增长，促使人们押注韩国央行可能会进一步降息，尽管商业信心在2025年1月小幅反弹至63。

The South Korean won strengthened around 1,430 per dollar, hovering near six-week highs, as the US dollar weakened after remarks from President Trump calling for lower interest rates and offering no clarity on tariffs. During his World Economic Forum speech, Trump urged immediate rate cuts and reiterated his support for low taxes on US manufacturers, while promising tariffs on companies that produce abroad. However, since his inauguration, he has refrained from aggressive tariffs or specifying new duties. At home, South Korea's Acting President, Choi Sang-mok, ordered authorities to monitor US policy shifts and global markets, citing heightened uncertainty. Meanwhile, recent data showed South Korea's Q4 GDP grew 0.1%, missing the 0.2% forecast, with annual growth of 1.2%, below the expected 1.4%. This, along with a 2% growth for the whole 2024, has fueled bets that the Bank of Korea may implement further rate cuts, despite a modest rebound in business confidence to 63 in January 2025.

基准韩国综合股价指数周五上涨0.9%，至2535点左右，收复了前一交易日的跌幅，并追随华尔街隔夜反弹。此前，美国总统唐纳德·特朗普在世界经济论坛上发表讲话，呼吁立即降息，并敦促沙特阿拉伯解决油价问题。与此同时，韩国代理总统崔相茂指示当局密切关注美国政府和全球金融市场的政策变化，强调不确定性加剧。基准指数也有望连续第五周上涨。在主要股指中，SK海力士（2.7%）、三星生物制品（2.5%）和现代重工（2.4%）的涨幅显著。韩国金融市场将于周一至周四因农历新年假期休市。

The benchmark KOSPI rose 0.9% to around 2,535 points on Friday, recovering losses from the previous session and tracking Wall Street’s overnight rally. This move came after remarks by US President Donald Trump at the World Economic Forum, in which he called for immediate interest rate cuts and urged Saudi Arabia to address oil prices. Meanwhile, South Korea's Acting President, Choi Sang-mok, instructed authorities to closely monitor policy shifts in the US administration and global financial markets, emphasizing the heightened uncertainty. The benchmark index is also on track to post its fifth consecutive weekly gain. Among key stock indexes, notable advances were seen from SK Hynix (2.7%), Samsung Biologics (2.5%), and Hyundai Heavy Industries (2.4%). South Korea's financial markets will be closed Monday through Thursday for the Lunar New Year holidays.

韩国密切关注美国政府和全球金融市场。韩国代理总统崔相茂指示当局密切关注美国政府和全球金融市场的政策变化，以确保国内市场的稳定。

South Korea closely tracking U.S. administration, global financial markets.South Korea's acting President Choi Sang-mok instructed authorities to closely track policy shifts in the U.S. administration and global financial markets to ensure stability in domestic markets.

由于最新的国内生产总值数据低于预期，韩元兑美元汇率进一步下跌至1435韩元以上，这加剧了人们对韩国央行可能进一步降息的猜测。初步估计显示，该国第四季度经济增长率仅为0.1%，与上一季度持平，但未达到0.2%的预测，而年增长率达到1.2%，低于预期的1.4%，为2023年第二季度以来的最低水平。2024年全年，经济增长2%，略低于2.1%的预期。此外，随着交易员评估特朗普的贸易政策，韩元受到美元持续走强的压力。最近，韩国央行出人意料地将关键利率维持在3%，打破了预期，以在美元走强和尹总统12月短暂宣布戒严令引发的政治动荡中稳定疲软的货币。与此同时，商业信心从12月的62上升到2025年1月的63，标志着在经历了数月的下降后出现了温和的反弹。

The South Korean won weakened further past 1,435 per dollar as the latest GDP figures missed forecasts, fueling bets that the Bank of Korea may initiate further rate cuts. Preliminary estimates revealed the country’s economy grew just 0.1% in Q4, matching the previous quarter's pace but missing the 0.2% forecast, while the annual growth reached 1.2%, below the expected 1.4% and marking the slowest since Q2 2023. For the whole of 2024, the economy advanced 2%, slightly below the 2.1% estimate. Additionally, the won was pressured by ongoing dollar strength as traders assessed Trump’s trade policies. Recently, the Bank of Korea unexpectedly held its key rate at 3%, defying expectations, to stabilize the weakening currency amid a strong dollar and political turmoil sparked by President Yoon’s brief martial law declaration in December. Meanwhile, business confidence rose to 63 in January 2025, up from 62 in December, marking a modest rebound after months of decline.