韩国的外汇储备从9月份的4220亿美元增加到2025年10月的4288亿美元。这一变化是由证券持有量推动的，证券持有量为3780亿美元（9月份为3784亿美元）。与此同时，特别提款权为157亿美元，黄金储备为48亿美元，国际货币基金组织的储备头寸为44亿美元。另一方面，存款从185亿美元增至259亿美元。

South Korea's foreign exchange reserves increased to $428.8 billion in October 2025, up from $422 billion in September. The change was driven by securities holdings, which were $378.0 billion (vs. $378.4 billion in September). Meanwhile, Special Drawing Rights (SDRs) stood at $15.7 billion, gold reserves held at $4.8 billion, and the IMF reserve position was $4.4 billion. On the other hand, deposits rose to $25.9 billion from $18.5 billion.

尽管国内通胀高于预期，但韩元兑美元贬值至1440韩元左右，连续第四天下跌至近七个月来的最低水平。韩国10月份消费者价格上涨2.4%，为一年多来最快增速，超过市场预测，支持了人们对韩国央行可能会更长时间维持政策利率以平衡通胀控制与增长风险的预期。在2025年的大部分时间里，通货膨胀率一直高于韩国央行2%的目标，除了5月和8月的短暂下降，这增加了政策制定者在货币持续疲软的情况下保持稳定立场的压力。随着市场继续评估最近与美国达成的关税协议及其相关投资计划，对韩国贸易和投资前景的更广泛谨慎仍在幕后徘徊。与此同时，美元坚挺带来的外部压力对韩元造成了压力。

The South Korean won depreciated to around 1,440 per dollar, extending declines for a fourth day to its weakest level in almost seven months despite higher than expected domestic inflation. Consumer prices in South Korea climbed 2.4% in October, the fastest pace in over a year and exceeding market forecasts, supporting expectations that the Bank of Korea may maintain its policy rate for longer to balance inflation control with growth risks. Inflation has stayed above the Bank of Korea's 2% target for most of 2025, apart from brief dips in May and August, adding to pressure on policymakers to keep a steady stance amid persistent currency weakness. Broader caution over South Korea’s trade and investment outlook lingers in the background, as markets continue to assess the recent tariff deal with the US and its related investment plans. Meanwhile, external pressures from a firm dollar weighed on the won.

基准韩国综合股价指数周二下跌1.40%，至4160点左右，从近期高点回落，因投资者在飙升至创纪录水平后获利回吐。基础广泛的疲软拖累了该指数，科技股和汽车股领跌。主要输家包括SK海力士（-3.15%）、三星电子（-1.80%）、现代汽车（-3.60%）和起亚公司（-2.21%）。另外，投资者消化的数据显示，10月份消费者价格同比上涨2.4%，为15个月来最快涨幅，高于9月份2.1%的涨幅和市场预期的2.2%左右。强于预期的读数加剧了市场的谨慎，加剧了人们对韩国央行在持续通胀压力下可能推迟预期降息的担忧。

The benchmark KOSPI fell 1.40% to around 4,160 on Tuesday, retreating from recent highs as investors took profits following its surge to record levels. Broad-based weakness weighed on the index, with technology and auto shares leading the declines. Major losers included SK Hynix (-3.15%), Samsung Electronics (-1.80%), Hyundai Motor (-3.60%), and Kia Corporation (-2.21%). Separately, investors digested data showing that consumer prices rose 2.4 percent in October from a year earlier, the fastest increase in 15 months and above both the 2.1 percent gain in September and market expectations of around 2.2 percent. The stronger-than-expected reading heightened caution in the market, amplifying concerns that the Bank of Korea may delay anticipated interest rate cuts amid persistent inflationary pressures.

2025年10月，韩国消费者价格同比上涨2.4%，超过了市场预期的2.1%的涨幅，因为韩元走弱推高了能源和食品成本，加强了央行保持利率的理由。该指数从9月份的2.1%开始加速，达到2024年7月以来的最高水平。价格上涨最为显著的是杂项商品和服务（4.3%）、食品和非酒精饮料（3.5%）、运输（3.4%）、餐馆和酒店（3.2%）以及家具、家用设备和日常维护（2.2%）。这些数据突显了政策制定者在10月份连续第三个月保持利率不变后的谨慎立场，在支持增长与遏制通胀预期之间取得了平衡。按月计算，消费者价格指数上涨0.3%，较9月份的0.5%有所放缓，但超过了0%的预测。

South Korea’s consumer prices rose 2.4% year-on-year in October 2025, surpassing market expectations of a 2.1% gain as a weaker won pushed up energy and food costs, strengthening the case for a rate hold by the central bank. The reading accelerated from September’s 2.1% and marked the highest level since July 2024. Price increases were most notable for miscellaneous goods & services (4.3%), food & non-alcoholic beverages (3.5%), transport (3.4%), restaurants & hotels (3.2%), and furnishings, household equipment & routine maintenance (2.2%). The data underscores policymakers’ cautious stance after keeping rates unchanged for a third consecutive month in October, balancing growth support with efforts to contain inflation expectations. On a monthly basis, consumer prices rose 0.3%, moderating from a 0.5% increase in September but exceeding the forecast of 0%.