韩国央行行长：货币政策行动取决于数据表现

Core Viewpoint - The Bank of Korea's monetary policy adjustments will depend on upcoming data performance, indicating a potential shift in the current easing cycle [1] Group 1: Monetary Policy - The Bank of Korea is currently in a monetary easing cycle, but the timing and extent of interest rate adjustments will be influenced by new data [1] - The official stance remains to maintain the monetary easing cycle due to a negative output gap [1] - The Bank of Korea's policy path is primarily driven by domestic conditions, although U.S. interest rate cuts could provide more room for independent action [1] Group 2: Market Performance - Recent stock market gains are largely driven by optimism surrounding the AI and semiconductor industries [1] - There are concerns regarding valuations and market volatility, but evidence of overheating in the market is considered limited, as the price-to-book ratio remains below that of global peers [1]