花旗：韩国GDP增长或将加快 受强劲芯片出口提振

Group 1 - South Korea's semiconductor exports are accelerating, prompting Citigroup to raise the country's GDP growth forecasts for 2026 and 2027 by 0.2 percentage points to 2.4% and 2.0% respectively [1] - Driven by the global artificial intelligence capital expenditure cycle, South Korea's chip exports are expected to grow by 22% in 2025 and then surge by approximately 85% in 2026 [1] - The strong semiconductor exports and weak energy prices are expected to support South Korea's current account surplus until the end of 2026 [1] Group 2 - Citigroup maintains its forecast that the Bank of Korea will keep the policy interest rate unchanged at 2.50% during 2026-2027 [1]