韩国央行下任行长的热门候选人之一李承宪近日表示，他认为应提高房产持有税，以遏制房价飙升引发 的通胀，但转向更加强调货币紧缩的政策还为时过早。 李承宪此前担任韩国央行高级副行长一职，是仅次于行长李昌镛的第二号人物。他现在被视为接替李昌 镛的潜在人选，后者的四年任期将于 4 月 20 日结束。 在 2 月 6 日的一次采访中，李承宪表示，他认为目前无需立即收紧政策，但他也指出，政府应当对房地 产市场采取更严格的限制措施，因为房价的上涨可能会重新引发通货膨胀压力，并阻碍中产阶级家庭购 置自己的住房。 "在谈到房地产市场政策时，我认为除非通过提高房产持有税等方式使购房成本实际增加，否则是无法 稳定市场的。"他说道。但总体而言，货币政策应保持稳定，因为"现在还不是宣布可能加息的时候"。 李承宪表示："经济增长仍显乏力。我们需要在此时加快步伐，所以我认为市场增长速度过快了。虽然 趋势可能是正确的，但我认为这样做过于草率了。"他所指的是近期三年期国债收益率的上涨情况，该 收益率上周达到了 19 个月以来的最高点。 "该汇率水平可能会短暂突破1500 的关口，但我认为这样的水平是难以持续的，"他说道。 责任编辑：于健 SF0 ...

每经AI快讯，韩元在岸交易开盘报1美元兑1446.1韩元，上一交易日收盘价为1美元兑1462.5韩元。 ...

新华财经北京1月21日电面对持续贬值压力，韩国总统李在明于周三记者会上明确表示，韩元兑美元汇 率有望在未来一至两个月内企稳于1400韩元左右。此番表态迅速提振市场信心，当日韩元盘中一度上涨 0.7%，升至1468.00韩元。 李在明坦言，仅靠国内政策"很难从根本上扭转韩元贬值态势"，强调需结合外部环境综合施策。在其讲 话后，Kookmin Bank经济学家评价称，总统就外汇问题发表如此明确且强硬的言论"实属罕见"，释放 出官方稳定市场的坚定决心。 当前，全球避险情绪因美欧分歧加剧及地缘政治紧张而再度升温。Kookmin Bank经济学家指出，若格 陵兰岛相关事态引发的美元走弱趋势延续，韩元反弹空间将进一步扩大。 （文章来源：新华财经） 李在明指出，近期韩元走弱"并非韩国独有现象"，相较日元所承受的更大贬值压力，韩元表现"相对坚 挺"。他测算称，若韩元贬值幅度与日元一致，当前汇率或已逼近1600韩元。尽管韩国出口额创下7000 亿美元历史新高、贸易保持顺差，但汇率仍徘徊于去年低位，去年曾触及17年来的最低水平。 为缓解外汇市场压力，韩国政府已决定暂缓履行本年度对美200亿美元的投资承诺。该笔资金原属韩国 此前在 ...

Core Viewpoint - The South Korean government is temporarily exempting banks and financial institutions from the foreign exchange stability tax until June as part of measures to promote the supply of US dollars in the market [1][2]. Group 1: Government Measures - The six-month exemption from the special tax will be retroactive to January 1 [1][2]. - The existing mechanism requires financial institutions to pay taxes when holding foreign currency liabilities above a certain level [1][2]. Group 2: Market Impact - The tax exemption is expected to lower the cost of foreign currency borrowing and increase the supply of US dollars in the foreign exchange market [1][2]. - The measures come as the Korean won continues to depreciate against the US dollar, although it rebounded slightly following a positive statement from President Yoon Suk-yeol about the won [1][2]. - As of 3 PM local time, the exchange rate was 1,470.3 won per dollar, an increase of 9.5 won from the previous trading day [1][2].

韩国总统李在明周三试图淡化人们对美国拟议中的100%半导体关税的担忧，称如果华盛顿方面对进口 半导体产品提高关税，很可能会加剧美国的通胀。 韩国总统李在明周三试图淡化人们对美国拟议中的100%半导体关税的担忧，称如果华盛顿方面对进口 半导体产品提高关税，很可能会加剧美国的通胀。 美国商务部长霍华德·卢特尼克此前表示，除非韩国芯片制造商承诺在美国本土增加生产，否则它们可 能会面临高达 100%的关税。 李在明周三表示，如果对芯片产品征收100%的美国进口关税，那么美国国内的芯片产品价格很可能会 大幅上涨。 李在明在讲话中还提到了韩元汇率下跌的问题，并指出韩国外汇当局预计韩元兑美元汇率在一个月左右 的时间里会升至1400的水平。 然而，李在明指出，仅靠国内政策是不足以稳定市场的，因为这与日元的疲软有一定关联，他还补充 说，相当于日元而言，韩元的表现则要好得多。 责任编辑：于健 SF069 美国商务部长霍华德·卢特尼克此前表示，除非韩国芯片制造商承诺在美国本土增加生产，否则它们可 能会面临高达 100%的关税。 李在明周三表示，如果对芯片产品征收100%的美国进口关税，那么美国国内的芯片产品价格很可能会 大幅上涨。 ...

韩国总统李在明表示，该国处境艰难的货币可能会在未来两个月内走强，并稳定在1美元兑1400韩元左 右的水平。 李在明在周三的一场新闻发布会上表示，该国货币近期的贬值"并非韩国独有"，并指出日元承受了更大 的压力。 "我们的出口达到创纪录的7000亿美元，贸易顺差依然存在，经济增长正在复苏，但汇率却徘徊在去年 的水平，"他说道，指的是汇率接近17年低点的时期。 他补充说："我们将继续探索可能的手段，努力稳定汇率。" 自2025年下半年开始以来，韩元兑美元已下跌逾8%，政策制定者采取的一系列措施和市场干预未能减 缓韩元跌至全球金融危机以来的最低水平。李在明周三表示，阻止下跌很难"单靠我们自己的政策"来解 决。 作为贸易协议的一部分，韩国去年承诺将向美国投资3500亿美元，从而加剧了对该国为这笔资本支出融 资能力的担忧。周二，一位知情人士透露，鉴于本币持续承压，韩国将推迟兑现今年对美投资200亿美 元的承诺。 韩元面临下行压力的一个关键因素是韩国散户投资者对美股的强烈偏好。根据韩国证券存管局的数据显 示，韩国散户投资者本月对美股的持有规模创下近1720亿美元的纪录新高。 "与日本相比，我们的货币贬值幅度较小，"李在明 ...

Core Viewpoint - The South Korean won experienced a brief rebound at the end of 2025 due to government intervention, but it quickly returned to a depreciation trend in early 2026, primarily driven by retail investors' renewed enthusiasm for foreign stocks, especially U.S. equities [1][3][15]. Group 1: Retail Investor Behavior - South Korean retail investors net purchased $2 billion in foreign stocks within the first ten days of 2026, indicating a significant outflow of capital that could not be offset by the country's trade surplus or U.S. Treasury concerns [3][10]. - The top stocks purchased by South Korean retail investors included Tesla ($452 million), Direxion's Tesla 2x leveraged ETF ($323 million), and Alphabet Class A shares ($195 million) [8][9]. - Retail investors have become the dominant force influencing the exchange rate, with their cross-border investment behavior deeply intertwined with the future trajectory of the won [3][4]. Group 2: Economic Indicators and Government Response - Despite a strong current account surplus of $12.2 billion as of November 2025, the outflow from retail investors, totaling $11 billion, significantly contributed to the financial account deficit [10][11]. - The South Korean government has attempted to support the won through verbal interventions and monetary support, but these measures have proven to be short-lived [15][17]. - A potential solution to stabilize the won could involve tax policy changes, such as reducing capital gains tax on foreign stock sales, which may encourage capital repatriation [17][18].

Group 1 - The Korea Composite Stock Price Index (Kospi) has risen for seven consecutive trading days, increasing by 0.8% to close at 4624.79 points, with gains in battery and construction stocks [1][3]. - South Korean authorities have summoned seven local banks to inquire about the increase in dollar deposits amid the weakening of the Korean won [1][3]. - The Foreign Exchange Management Department held a meeting with these banks to review foreign currency deposits and related services [1][3]. Group 2 - The Korean won has depreciated by 0.24% to 1462.5 won per dollar, marking its ninth consecutive day of decline and reaching the lowest level in over two weeks [2][4]. - The Financial Supervisory Service (FSS) has also inquired about the increase in dollar deposits at local banks to assess overall data and trends [1][3].

Group 1 - The South Korean won depreciated by 1% from its intraday high, currently trading at 1,472.2 won per US dollar [1]

Core Insights - Exchange rate fluctuations significantly impact various aspects of daily life, including overseas consumption, investment decisions, and travel plans [1][2][8] Group 1: Impact on Overseas Study and Travel - Minor differences in exchange rates can accumulate, leading to substantial losses when exchanging currency for studying abroad or traveling [3] - For those planning to study or travel abroad, current exchange rates should be monitored closely to optimize currency exchange [9][10] Group 2: Cross-Border E-commerce and Purchasing - Prices of overseas goods fluctuate in real-time with exchange rate changes, affecting cross-border e-commerce and purchasing decisions [5][8] Group 3: Financial Investments and Corporate Earnings - Exchange rate volatility influences the profitability of multinational companies, which in turn affects stock market performance and returns on foreign currency investment products [6][8] - Companies engaged in import and export activities face direct impacts on their operating costs due to exchange rate changes [7][8] Group 4: Currency Trends Analysis - The current exchange rate of the Chinese Yuan against the US Dollar shows a slight increase of 0.14% since August 1, indicating a stable outlook for the Yuan [9] - The Euro has depreciated recently due to economic weaknesses in the Eurozone, suggesting potential savings for travelers or students in Europe [10] - The Japanese Yen has appreciated slightly due to increased demand for safe-haven currencies amid global uncertainties, but caution is advised for those planning to exchange Yen [11] Group 5: Emerging Market Currency Performance - The performance of various emerging market currencies reflects their respective economic fundamentals, with the Korean Won showing significant depreciation [15] - The Malaysian Ringgit has strengthened, indicating a stable economic foundation [16] - The Russian Ruble remains supported by energy exports, while currencies like the South African Rand and Turkish Lira exhibit high volatility due to inflation and interest rate factors [17][18] Group 6: Future Outlook for the Chinese Yuan - Recent policy signals suggest that the Chinese Yuan will maintain a pattern of "two-way fluctuations and stable ranges," requiring close monitoring of policy developments for strategic adjustments [19]