由于投资者对美国总统唐纳德·特朗普的关税威胁加剧的持续担忧，韩元进一步下跌至1450韩元兑1美元。他针对半导体、制药和钢铁等行业的言论加剧了人们对贸易紧张局势升级、美元走强的担忧。此外，交易员密切关注美联储周三结束的为期两天的会议，预计利率将保持稳定。在国内，韩国代理总统崔相茂以不确定性上升为由，指示官员跟踪美国政策变化和全球市场。与此同时，韩国第四季度国内生产总值同比增长1.2%，低于1.4%的预测，低于前一时期的1.5%，这加剧了人们对韩国央行可能考虑进一步降息的猜测。投资者现在等待下周公布的关键数据，包括贸易平衡、工业产出、零售销售、采购经理人指数和通货膨胀。

The South Korean won weakened further toward 1,450 per dollar as investors grappled with persistent concerns over heightened tariff threats from US President Donald Trump. His remarks about targeting sectors such as semiconductors, pharmaceuticals, and steel intensified fears of escalating trade tensions, strengthening the dollar. Additionally, traders closely watched the Fed Reserve's two-day meeting, which ends on Wednesday, with expectations that interest rates will remain steady. At home, South Korea's Acting President Choi Sang-mok, directed officials to track US policy shifts and global markets, citing rising uncertainty. Meanwhile, South Korea's Q4 GDP grew 1.2% year-on-year, below the 1.4% forecast and down from 1.5% in the prior period, fueling bets that the Bank of Korea may consider further rate cuts. Investors now await key data releases next week, including trade balance, industrial output, retail sales, PMI, and inflation.

在特朗普总统宣布针对哥伦比亚的新关税和制裁后，美元走强，韩元兑美元汇率从上一交易日的六周高点回落至1434韩元左右。周末，特朗普在社交媒体上发帖称，他将对所有哥伦比亚进口商品征收25%的紧急关税，并将在一周内提高至50%。然而，关于这些关税和制裁的正式实施细节仍不清楚，包括其时间表和具体规定。在国内，韩国第四季度国内生产总值同比增长1.2%，低于预期的1.4%，增速低于上一时期的1.5%。投资者现在期待着下周公布的新一轮韩国经济数据，包括贸易平衡、工业产出、零售额、采购经理人指数和通胀数据。

The South Korean won fell to around 1,434 per dollar, retreating from six-week highs reached in the previous session, weighed down by a strengthening US dollar after President Trump announced new tariffs and sanctions targeting Colombia. Over the weekend, Trump posted on social media that he would impose an emergency 25% tariff on all Colombian imports, which would be raised to 50% within a week. However, details about the formal implementation of these tariffs and sanctions remain unclear, including their timeline and specific provisions. Domestically, South Korea's Q4 GDP expanded by 1.2% year-on-year, missing the forecasted 1.4% gain and slowing from 1.5% growth in the previous period. Investors now look ahead to a new wave of South Korean economic data, including trade balance, industrial output, retail sales, PMI, and inflation figures, set for release next week.

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.