韩元兑1美元贬值至1380韩元，收复了最近几个交易日的涨幅，受到最新通胀数据的拖累。投资者现在预计韩国央行将采取更温和的做法，此前韩国10月份的通胀率放缓至1.3%，加强了最近从上个月降息25个基点开始的宽松趋势。这与上周的疲软数据相吻合，包括制造业萎缩、出口表现低迷和GDP增长疲软，所有这些都支持降低借贷成本以提振经济的理由。在其他地方，交易员在竞争激烈的美国总统大选和美联储即将作出的利率决定之前，为全球经济影响做好了准备。

The South Korean won depreciated toward 1,380 per dollar, giving back gains from recent sessions, weighed down by the latest inflation figures. Investors are now anticipating a more dovish approach from the Bank of Korea, after South Korea's inflation slowed to 1.3% in October, reinforcing the recent easing trend that began with a 25-basis-point cut last month. This aligns with soft data from last week, including a contracting manufacturing sector, lackluster export performance, and weak GDP growth, all of which support the case for lowering borrowing costs to bolster the economy. Elsewhere, traders braced for the global economic impacts ahead of the closely contested US presidential election and the Federal Reserve's upcoming rate decision.

基准韩国综合股价指数周二下跌0.7%，至2571点，延续了前一交易日的跌幅，几乎所有行业都出现了下跌。这一下跌也反映了华尔街隔夜的下跌，反映了美国大选和美联储利率决定前的市场谨慎。在国内，投资者预计韩国央行将采取更温和的做法，此前韩国10月份的通胀率放缓至1.3%，加强了最近从上个月降息25个基点开始的宽松趋势。大多数指数权重股下跌，芯片和电池制造商大幅下跌，包括三星电子（-1.9%）、LG能源解决方案（-1.2%）和三星SDI（-5%），创下8月下旬以来的最低水平。此外，健康和汽车股面临压力。与此同时，SK海力士股价飙升1.4%，帮助限制了下跌，此前英伟达要求增加其下一代高带宽存储芯片的供应，以满足不断增长的人工智能需求。

The benchmark KOSPI fell 0.7% to 2,571 points on Tuesday, extending losses from the previous session, with nearly all sectors posted losses. This decline also mirrored overnight losses on Wall Street, reflecting market caution ahead of the tight US election and the Federal Reserve's rate decision. Domestically, investors are anticipating a more dovish approach from the Bank of Korea, after South Korea's inflation slowed to 1.3% in October, reinforcing the recent easing trend that began with a 25-basis-point cut last month. Most index heavyweights lost ground, with sharp losses seen from chip and battery makers, including Samsung Electronics (-1.9%), LG Energy Solutions (-1.2%), and Samsung SDI (-5%), marking its lowest level since late August. Additionally, health and auto stocks faced pressure. Meanwhile, SK Hynix soared 1.4%, helping limit declines, following Nvidia's request to ramp up supply of its next-gen high-bandwidth memory chips to meet rising AI demand.

2024年10月，韩国的年通货膨胀率从9月的1.6%降至1.3%，连续第四个月放缓，低于市场预期的1.4%。最新数据也是自2021年1月以来的最低水平，标志着价格增长连续第七个月低于3%。这强化了人们的预期，即韩国央行在10月开始宽松周期后可能会再次降息，下一次降息可能最早在1月提前。上个月，韩国央行将政策利率下调25个基点至3.25%，这是自2020年5月以来的首次下调。

The annual inflation rate in South Korea fell to 1.3% in October 2024 from 1.6% in September, slowing for the fourth straight month and coming in below market expectations of 1.4%. The latest figure was also the lowest reading since January 2021 and marked the seventh consecutive month that price growth stayed below 3%. This reinforces expectations that the Bank of Korea could cut interest rates again after kicking off its easing cycle in October, with the next reduction likely to be brought forward as early as January. The BOK slashed its policy rate by 25 basis points to 3.25% last month, marking the first reduction since May 2020.

韩国10月份消费者价格指数年环比增长1.3%，低于预期（1.4%）。韩国10月份消费者价格指数年环比增长1.3%，低于预期（1.4%）

South Korea Consumer Price Index Growth (YoY) came in at 1.3%, below expectations (1.4%) in October.South Korea Consumer Price Index Growth (YoY) came in at 1.3%, below expectations (1.4%) in October