由于最新的国内生产总值数据低于预期，韩元兑美元汇率维持在最近的1380左右，这支持了韩国央行可能进一步降息的押注。初步估计显示，继第二季度收缩0.2%之后，该国第三季度经济仅增长0.1%，远低于0.4%的预测，而年增长率放缓至1.5%，低于预期的2%。此外，韩元受到美元走强的压力，此前由于对美联储不那么温和的预期，韩元升至7月下旬以来的最高水平。最近，韩国央行将基准利率下调25个基点至3.25%，加入了全球宽松周期。尽管如此，州长李昌镛仍将此描述为“鹰派降息”，表明由于对房地产价格和家庭债务上升的担忧，在进一步降息时持谨慎态度。与此同时，10月份商业信心稳定在69，为2023年10月以来的最低水平。

The South Korean won held its recent decline to around 1,380 per dollar as the latest GDP figures missed forecasts, supporting bets that the Bank of Korea may initiate further rate cuts. Preliminary estimates revealed that the country’s economy grew just 0.1% in Q3, missing the 0.4% forecast by a wide margin, following a 0.2% contraction in Q2, while annual growth slowed to 1.5%, below the expected 2%. Additionally, the won was pressured by a stronger dollar after it rose to its highest level since late July on expectations of a less dovish Federal Reserve. Recently, the Bank of Korea cut its base rate by 25 basis points to 3.25%, joining the global easing cycle. Still, Governor Rhee Chang-yong described this as a "hawkish cut," indicating caution in further rate reductions due to concerns over property prices and rising household debt. Meanwhile, business confidence held steady at 69 in October, marking the lowest level since October 2023.

基准韩国综合股价指数周四下跌0.3%，至2591点左右，扭转了前一交易日的涨势，此前对第三季度GDP结果的预估低于预期。韩国第三季度国内生产总值仅增长0.1%，在第二季度收缩0.2%后，大幅低于0.4%的预测，而年增长率放缓至1.5%，低于预期的2%。与此同时，强劲的企业盈利报告限制了亏损，SK海力士公布了创纪录的第三季度利润7万亿韩元，超过了预期，这得益于对人工智能相关高带宽内存（HBM）芯片的强劲需求。这家芯片巨头上涨0.5%，而其竞争对手三星电子下跌2%。健康和汽车类股也出现了其他显著下跌，如三星生物制品（-2.4%）、现代汽车（-1.5%）、Celltrion（-0.2%）和起亚（-1.2%）。

The benchmark KOSPI fell 0.3% to around 2,591 points on Thursday, reversing gains from the previous session, after advance estimates for Q3 GDP results missed forecasts. South Korea’s GDP grew just 0.1% in Q3, missing the 0.4% forecast by a wide margin, following a 0.2% contraction in Q2, while annual growth slowed to 1.5%, below the expected 2%. Meanwhile, losses were limited by strong corporate earnings reports, with SK Hynix posting a record Q3 profit of 7 trillion won, surpassing forecasts, driven by strong demand for AI-related high bandwidth memory (HBM) chips. The chip giant went up 0.5%, while its rival Samsung Electronics tumbled 2%. Other notable losses were seen among health and auto stocks, such as Samsung Biologics (-2.4%), Hyundai Motors (-1.5%), Celltrion (-0.2%), and Kia Corp (-1.2%).

初步数据显示，2024年第三季度，韩国经济环比增长0.1%，从上一季度0.2%的收缩中反弹，但远低于0.5%的扩张预测。轻微增长主要是由政府和私人消费的适度增长推动的。在支出方面，私人消费增长了0.5%，因为商品（如机动车、通信设备）和服务（如医疗服务、运输服务）的支出有所增加。政府消费也增长了0.6%，实物社会保障福利增加（如医疗保健福利支出）。与此同时，建设投资下降2.8%，设施投资增长6.9%。在其他地区，由于机动车和化工产品的出口下降，出口下降了0.4%，而随着机械设备进口的增加，进口增长了1.5%。

South Korea's economy grew 0.1% quarter-on-quarter in the third quarter of 2024, rebounding from a 0.2% contraction in the previous quarter but coming in way below forecasts for a 0.5% expansion, preliminary data showed. The slight growth was driven mainly by modest increases in government and private consumption. On the expenditure side, private consumption grew by 0.5%, as expenditures on goods (e.g. motor vehicles, communication equipment) and services (e.g. health services, transport services) increased. Government consumption also rose by 0.6%, with increased social security benefits in kind (e.g. expenditures on health care benefits). Meanwhile, construction investment shrank by 2.8%, while facilities investment increased by 6.9%. Elsewhere, exports fell by 0.4%, as exports of motor vehicles and chemical products decreased, while imports were up by 1.5% as imports of machinery & equipment increased.

韩国第三季度国内生产总值（年环比）低于预期（2%）：实际（1.5%）。韩国第三季度国内生产总值（年环比）低于预期（2%）：实际（1.5%）

South Korea Gross Domestic Product Growth (YoY) below expectations (2%) in 3Q: Actual (1.5%).South Korea Gross Domestic Product Growth (YoY) below expectations (2%) in 3Q: Actual (1.5%)