首尔,9月29日:路透社周二的一项调查显示,受人工智能投资相关芯片需求强劲的带动,韩国9月出口可能连续第16个月增长。不过,由于工作日同比减少,增幅预计将放缓。
SEOUL, Sept 29 : South Korean exports likely rose for a 16th consecutive month in September on solid chip demand tied to AI investments, a Reuters poll showed on Tuesday, though growth was seen moderating due to fewer working days compared with a year earlier.
作为全球贸易风向标的亚洲第四大经济体,韩国出口预计本月同比增长62.0%,低于8月的68.7%。这是18位经济学家预测值的中位数。
Exports from Asia's fourth-largest economy, a bellwether for global trade, were forecast to have risen 62.0 per cent this month from a year earlier, after rising 68.7 per cent in August, a median forecast of 18 economists showed.
增幅预计将降至四个月以来的最低水平,但分析师表示,需求依然强劲,日历因素可能使表面数据产生偏差。
The growth would be the slowest in four months, but analysts said demand remained robust and that calendar effects likely skewed the headline figure.
今年秋夕假期在9月,而去年在10月,因此9月有21.5个工作日,少于一年前的24天。
September has 21.5 working days, down from 24 days a year earlier, because the Chuseok holidays fell in September this year and in October last year.
在秋夕假期前的本月前20天,韩国出口同比增长78.3%,创下纪录,其中半导体销售额增长259.4%。按工作日调整后,出口平均同比增长89.8%。
In the first 20 days of this month before the Chuseok holidays, exports rose 78.3 per cent to a record, as semiconductor sales increased 259.4 per cent. Measured by working day, exports were up 89.8 per cent on average.
NH投资证券经济学家安基泰(An Ki-tae)表示:“随着人工智能超大规模云服务商的投资持续增长,半导体出口的繁荣仍将延续。”
"The boom in semiconductor exports will persist as increasing trends in AI hyper-scaler investments continue," said An Ki-tae, an economist at NH Investment Securities.
受益于全球人工智能投资热潮,韩国出口自2025年6月以来持续稳步增长,并自去年12月以来一直保持两位数同比增幅。6月增速达到70.4%,创近50年来最高水平。
Exports have risen steadily since June 2025, riding the global boom in AI investments, and posted double-digit annual growth rates since December. Growth peaked in June at 70.4 per cent, the strongest pace in nearly half a century.
近期,业界领袖因担忧人工智能发展的风险,要求放缓发展进度的呼声日益增多。预计韩国9月进口同比增长21.5%,低于8月的22.4%。
Calls for a slowdown in AI development have grown recently among industry leaders over worries about its dangers. In September, imports were projected to have risen 21.5 per cent, after 22.4 per cent growth in August.
预测中值显示,9月贸易顺差将创月度纪录,达到381.5亿美元,高于上月的347.9亿美元。
The median forecast was for a record monthly trade surplus of $38.15 billion, up from $34.79 billion in the previous month.
韩国预计于10月1日星期四上午9时(格林尼治时间零时)公布9月贸易数据。
South Korea is scheduled to report its trade figures for September on Thursday, October 1, at 9 a.m. (0000 GMT).