韩元过去三个月贬值超3%，成亚洲表现最差的货币之一

Group 1 - The core point of the article highlights that South Korea's GDP grew by 1.2% in Q3, the highest since Q1 2024, driven by strong exports and manufacturing performance, surpassing the Bank of Korea's expectation of 1.1% growth [1] - Analysts have revised their economic growth forecasts for next year, with Samsung Securities and Korea Investment Securities increasing their projections from 2.0% and 1.8% to 2.2% and 1.9% respectively [1] - Key growth drivers include consumption vouchers, a strong stock market, increased semiconductor exports, reduced trade uncertainties, and potential interest rate cuts by the Federal Reserve, although high interest rates and investment uncertainties may limit equipment investment and investments in certain sectors [1] Group 2 - The Korean Composite Stock Price Index (Kospi) has surged nearly 70% this year, making it one of the best-performing indices globally, significantly outperforming returns from U.S. stock indices [1] - Concerns over the potential erosion of asset values due to agreements between South Korea and the U.S. have led retail investors in South Korea to invest heavily in dollar-denominated stocks and gold, exacerbating fears of the won's depreciation [1] - The South Korean won has depreciated over 3% in the past three months, becoming one of the worst-performing currencies in Asia [1] Group 3 - A researcher from the Bank of Korea indicated that the weak trend of the won is expected to continue in the short term, particularly due to the unclear interest rate outlook from the Bank of Japan [5] - The won's depreciation has led to upward pressure on the dollar, with expectations that it will stabilize around 1430 won [5]