韩元创13年最长连涨记录！AI热潮与外资涌入助其登顶亚洲表现最佳货币

Group 1 - The South Korean won is expected to achieve its longest consecutive rise in 13 years, driven by optimistic expectations for the artificial intelligence industry and accelerated capital inflows due to the inclusion of key bond indices [1][4] - As of Thursday, the won appreciated by 0.8% against the US dollar, reaching a high of 1425.25, marking the seventh consecutive trading day of gains, the longest streak since January 2013 [1] - Samsung Electronics' significant profit growth has improved export prospects, further boosting market confidence in South Korea's economic fundamentals [1] Group 2 - Foreign investors have increased their purchases of South Korean local assets, buying $2.8 billion in stocks and $3.5 billion in bonds this year [4] - The South Korean stock market's valuation has surpassed Germany's, reaching $32.5 trillion, an increase of approximately $1.7 trillion since the beginning of the year, making it the tenth largest stock market globally [4] - The optimism surrounding AI and robotics has been a strong driver for the South Korean stock market [4] Group 3 - MUFG Bank's senior foreign exchange analyst Michael Wan predicts that the won will strengthen against the dollar throughout 2026, estimating an exchange rate of 1385 won per dollar by the end of that year [7] - The Bank of Korea is closely monitoring foreign exchange market fluctuations and has maintained its benchmark interest rate, considering the pressure on the won from dollar demand [7] - The South Korean government announced a comprehensive plan to address supply-demand imbalances in the foreign exchange market, including tax incentives to encourage the repatriation of overseas investment capital [7]