周一，韩元兑美元汇率升至1392美元左右，随着全球情绪的改善，韩元从最近的下跌中恢复过来。美联储降息后，亚洲股市上涨，交易员们正在关注进一步宽松的迹象。与此同时，在中国本周决定最优惠贷款利率之前，人们也越来越乐观，希望当局能够维持信贷状况并支持地区贸易。与此同时，韩国总统李明博警告称，华盛顿在没有保障措施的情况下推动3500亿美元的韩国投资可能会引发1997年式的金融危机，除非与货币互换相结合，否则韩元的上涨势头有所缓和。他的言论突显了资本外流、外汇储备紧张以及与美国脆弱的贸易关系等风险，给韩国的外部稳定前景蒙上了阴影。展望未来，市场关注的是北京的政策立场、即将发布的美国个人消费支出通胀报告，以及美联储主席杰罗姆·鲍威尔和其他官员对宽松步伐信号的评论。

The Korean won rose to around 1,392 per USD on Monday, recovering from recent losses as global sentiment improved. Asian equities advanced after the Fed’s rate cut, with traders watching for cues on further easing. At the same time, optimism also built ahead of China’s loan prime rate decision this week, with hopes that authorities will maintain credit conditions and back regional trade. Meanwhile, upside for the won was tempered after President Lee Jae Myung warned that Washington’s push for $350 billion in Korean investments without safeguards could trigger a 1997-style financial crisis unless paired with a currency swap. His remarks highlighted risks over capital outflows, FX reserve strains, and fragile trade ties with the US, clouding Korea’s external stability outlook. Looking ahead, markets are focused on Beijing’s policy stance, the upcoming US PCE inflation report, and comments from Fed Chair Jerome Powell and other officials for signals on the pace of easing.