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.

周四，基准韩国综合股价指数下跌0.9%，至2523点左右，扭转了前一交易日1.2%的稳健涨幅，此前对第四季度GDP结果的预估低于预期。韩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%的预期，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。与此同时，在特朗普的政策转变中，华尔街因强劲的盈利和企业发展而隔夜反弹，限制了损失。在企业新闻方面，SK海力士公布了8.1万亿韩元的创纪录季度利润，首次超过三星电子，这得益于对以人工智能为重点的高带宽存储芯片的强劲需求。尽管如此，这家芯片巨头股价暴跌4.2%，而其竞争对手三星电子股价下跌1.3%。电池和汽车制造商也出现了其他显著亏损，如LG能源解决方案（-1.3%）、现代汽车（-0.7%）、起亚（-1%）和三星SDI（-1.9%）。

The benchmark KOSPI dropped 0.9% to around 2,523 points on Thursday, reversing a solid 1.2% gain in the previous session, after advance estimates for Q4 GDP results missed forecasts. South Korea’s economy grew just 0.1% in Q4, the same pace as the previous quarter 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. Meanwhile, losses were limited by Wall Street's overnight rally on strong earnings and corporate developments amid Trump's policy shifts. In corporate news, SK Hynix posted a record quarterly profit of 8.1 trillion won, surpassing Samsung Electronics for the first time, driven by strong demand for AI-focused high-bandwidth memory chips. Despite this, the chip giant plunged 4.2%, while its rival Samsung Electronics slipped 1.3%. Other notable losses were seen among battery and auto makers, such as LG Energy Solutions (-1.3%), Hyundai Motor (-0.7%), Kia Corp (-1%), and Samsung SDI (-1.9%).

初步数据显示，2024年第四季度，韩国经济环比增长0.1%，与上一季度保持一致，但未达到市场对小幅加速至0.2%的预期。在需求方面，私人消费增长了0.2%，这是由于半耐用品（如服装和鞋类）和服务（如医疗保健和教育）的支出增加。政府消费增长0.5%，主要是由于包括医疗保健支出在内的社会保障福利增加。在投资方面，建筑投资下降了3.2%，建筑施工和土木工程都有所下降。然而，设施投资增长了1.6%，主要是由于半导体制造设备等机械支出的增加。受半导体等IT产品出货量增加的推动，出口增长0.3%，而受机动车和原油需求下降的推动，进口下降0.1%。

South Korea's economy grew by 0.1% quarter-on-quarter in the fourth quarter of 2024, maintaining the same pace as the previous quarter but falling short of market expectations for a slight acceleration to 0.2%, according to preliminary data. On the demand side, private consumption rose by 0.2%, driven by higher spending on semi-durable goods (e.g., clothing and footwear) and services (e.g., healthcare and education). Government consumption increased by 0.5%, primarily due to higher social security benefits, including healthcare expenditures. In terms of investment, construction investment declined by 3.2%, with decreases in both building construction and civil engineering. However, facilities investment grew by 1.6%, largely due to a rise in spending on machinery, such as semiconductor manufacturing equipment. Exports increased by 0.3%, boosted by higher shipments of IT products like semiconductors, while imports fell by 0.1%, driven by lower demand for motor vehicles and crude oil.