总统亲自喊话稳汇率！李在明：韩元有望两月内企稳回升至1400水平

Group 1 - The South Korean President Lee Jae-myung stated that the long-pressured Korean won is expected to stabilize and recover in the next two months, with the exchange rate against the US dollar likely stabilizing around 1400 won [1] - The recent depreciation of the won is not unique to South Korea, as the Japanese yen is experiencing even more significant devaluation pressure [1] - Despite multiple government interventions and measures, the won has depreciated over 8% since the second half of 2025, approaching its lowest point since the global financial crisis [1] Group 2 - South Korea's commitment to invest $350 billion in the US under a trade agreement has raised concerns about its capital expenditure financing capabilities, leading to a postponement of this year's $20 billion investment commitment [3] - Retail investors in South Korea have shown a strong preference for US stocks, with their holdings reaching a record high of nearly $172 billion this month, contributing to the pressure on the won [3] - Lee Jae-myung noted that if the won depreciated at the same rate as the yen, the current exchange rate could reach around 1600 won per dollar, indicating that the won's performance is relatively strong [3] Group 3 - The ongoing geopolitical tensions, including actions related to Greenland by the US, have heightened global risk aversion, which could impact the won's performance [4] - If the trend of a weakening dollar continues due to the Greenland situation, there may be further room for the won to rebound [4] Group 4 - Lee Jae-myung also provided positive signals for the stock market, suggesting that the benchmark index could reach the promised target of 5000 points during his campaign [5] - He emphasized that the valuation of the South Korean stock market is significantly undervalued compared to Taiwan and other emerging markets [5]