周四，韩国综合股价指数上涨0.4%，至2531点左右，连续第五个交易日上涨，SK海力士和汽车制造商领涨市场。指数权重股SK海力士在CES 2025上与客户Nvidia进行业务讨论后上涨了5%，因为两家公司都加大了开发高端芯片的力度。在汽车股中，现代汽车和姊妹公司起亚公司分别上涨1.6%和2.8%，此前该集团今年宣布了创纪录的24.3万亿韩元（166.7亿美元）的韩国投资计划。相反，电池巨头LG Energy Solutions股价下跌3.5%，与美国同行的隔夜跌幅持平，而三星SDI股价下跌2.7%。在其他地方，交易员评估了美联储的最新会议纪要，表明由于通货膨胀和对特朗普政府政策的担忧，他们准备放缓政策放松。在国内，韩国工业部承诺在全球贸易不确定性和美国新政府上台的情况下，加强与关键行业的联系。

The benchmark KOSPI rose 0.4% to around 2,531 points on Thursday, marking its fifth consecutive session of gains, with SK Hynix and automakers leading the market higher. Index heavyweight SK Hynix jumped 5% following business discussions with customer Nvidia at CES 2025, as both companies ramped up efforts to develop high-end chips. Among auto stocks, Hyundai Motors and sister company Kia Corp climbed 1.6% and 2.8%, respectively, after the group announced a record 24.3 trillion won ($16.67 billion) investment plan for South Korea this year. Conversely, battery giant LG Energy Solutions dropped 3.5%, tracking overnight losses from US peers, while Samsung SDI tumbled 2.7%. Elsewhere, traders assessed the latest US Fed's minutes, signaling a readiness to slow policy easing due to inflation and concerns over the Trump administration’s policies. Domestically, South Korea’s Industry Ministry pledged stronger ties with key sectors amid global trade uncertainties and a new US administration.

布伦特原油期货周四下跌至每桶75.8美元左右，延续了前一交易日的跌幅，交易员们继续消化美国能源信息署的最新周报。报告显示，美国原油库存下降近100万桶，这是连续第七次下降。然而，报告还显示，汽油和馏分油的供应分别增加了630万桶和610万桶。此外，在当选总统特朗普可能宣布国家经济紧急状态以证明新关税的合理性之后，美元走强对以美元计价的大宗商品造成了压力。在中国，最近的数据显示消费者通胀接近于零，反映出国内需求疲软，并引发了人们对世界上最大的原油进口国潜在通货紧缩的担忧。与此同时，对石油提供一些支持是俄罗斯的供应担忧和美国预期的寒冷天气，这可能会提振对供暖燃料的需求。

Brent crude oil futures fell around $75.8 per barrel on Thursday, extending losses from the previous session, as traders continued to digest the latest weekly report from the EIA. The report showed a nearly 1 million barrel decline in US crude oil stockpiles, marking the seventh consecutive decrease. However, it also revealed supply increases of 6.3 million barrels for gasoline and 6.1 million barrels for distillates. Additionally, a stronger US dollar weighed on the dollar-denominated commodity, following news that President-elect Trump may declare a national economic emergency to justify new tariffs. In China, recent data indicated near-zero consumer inflation, reflecting weak domestic demand and raising concerns about potential deflation in the world’s largest crude importer. Meanwhile, offering some support to oil were supply concerns in Russia and anticipated cold weather in the US, which could boost demand for heating fuel.

周四，WTI原油期货跌破每桶73美元，延续了前一交易日的跌幅，交易员继续消化EIA的最新周报。报告显示，美国原油库存下降近100万桶，这是连续第七次下降。然而，报告还显示，汽油和馏分油的供应分别增加了630万桶和610万桶。此外，在当选总统特朗普可能宣布国家经济紧急状态以证明新关税的合理性之后，美元走强对以美元计价的大宗商品造成了压力。在中国，最近的数据显示消费者通胀接近于零，反映出国内需求疲软，并引发了人们对世界上最大的原油进口国潜在通货紧缩的担忧。与此同时，对石油提供一些支持是俄罗斯的供应担忧和美国预期的寒冷天气，这可能会提振对供暖燃料的需求。

WTI crude oil futures fell below $73 per barrel on Thursday, extending losses from the previous session, as traders continued to digest the latest weekly report from the EIA. The report showed a nearly 1 million barrel decline in US crude oil stockpiles, marking the seventh consecutive decrease. However, it also revealed supply increases of 6.3 million barrels for gasoline and 6.1 million barrels for distillates. Additionally, a stronger US dollar weighed on the dollar-denominated commodity, following news that President-elect Trump may declare a national economic emergency to justify new tariffs. In China, recent data indicated near-zero consumer inflation, reflecting weak domestic demand and raising concerns about potential deflation in the world’s largest crude importer. Meanwhile, offering some support to oil were supply concerns in Russia and anticipated cold weather in the US, which could boost demand for heating fuel.

周四，美元指数稳定在109左右，投资者继续评估美联储货币政策的前景。美联储12月会议纪要显示，官员们担心持续的通货膨胀以及即将上任的特朗普政府下贸易和移民政策变化的潜在影响。央行表示，它可能正接近一个适当放缓政策宽松步伐的时刻。美元也得到了一些报道的支持，这些报道表明特朗普正在考虑宣布国家经济紧急状态，以证明对盟友和对手征收广泛关税的合理性。在经济数据方面，ADP报告显示，12月私营部门就业人数降至四个月低点，表明劳动力市场可能降温。投资者现在关注周五的12月就业报告，以进一步了解经济状况。

The dollar index remained steady around 109 on Thursday as investors continued to assess the outlook for Federal Reserve monetary policy. Minutes from the Fed’s December meeting revealed that officials were concerned about persistent inflation and the potential impact of trade and immigration policy changes under the incoming Trump administration. The central bank signaled that it may be nearing a point where it would be appropriate to slow the pace of policy easing. The dollar also received support from reports suggesting that Trump is considering declaring a national economic emergency to justify broad tariffs on both allies and adversaries. On the economic data front, the ADP report showed that private-sector employment fell to a four-month low in December, signaling a potential cooling in the labor market. Investors are now focused on Friday’s December payrolls report for further insights into the state of the economy.