美韩投资承诺拉锯战持续，韩方警告全盘直接投资将引发外汇压力

Group 1 - South Korea is reviewing a new proposal from the U.S. regarding the execution of a $350 billion investment commitment, which has become a major obstacle in finalizing a trade agreement reached in July [1] - The South Korean Foreign Minister stated that the goal is to make progress before the APEC summit at the end of October, where a meeting between South Korean President Moon Jae-in and U.S. President Trump is expected [1] - The trade agreement negotiations have been stalled due to disputes over the $350 billion investment commitment, with South Korea warning that failure to arrange a currency swap could impact financial stability, as the proposed investment exceeds 80% of its foreign exchange reserves [1] Group 2 - The initial proposal included a combination of direct investment, loans, and loan guarantees, but the U.S. later requested that all funds be implemented through direct investment [1] - South Korea has expressed concerns that requiring all funds to be in direct investment form would lead to immediate foreign exchange pressure and could severely impact its economy [1] - The trade agreement includes a provision where the U.S. agrees to impose a 15% tariff on South Korean imports, which is lower than the previously threatened 25% tariff [2]