受半导体需求强劲的推动，韩国4月1日至10日的出口额同比增长36.7%，达到创纪录的252亿美元。韩国关税厅数据显示，进口额增长12.7%至221亿美元，实现贸易顺差31亿美元。
韩国关税厅发布的数据显示，4月1日至10日期间，韩国出口额达到252亿美元，较去年同期的184亿美元增长36.7%。这是有记录以来单月前10天出口额的最高水平，打破了3月份创下的217亿美元的历史纪录。
在全球人工智能热潮的推动下，半导体出口额激增152%，达到86亿美元，占总出口额的34%，较去年同期上升了15.6个百分点。石油产品出口增长38.6%，达到18亿美元；汽车出口下降6.7%至17亿美元，汽车零部件出口下降7.3%至6.54亿美元。
对最大贸易伙伴中国的出口额飙升63.8%，达到57亿美元。尽管在唐纳德·特朗普政府的关税政策下，对美出口额仍增长24%，达到43亿美元。
进口额增长12.7%至221亿美元，其中半导体进口增长29.7%，原油进口增长8.7%至28亿美元，连续第三个月实现增长。该机构将原油进口增长归因于中东局势紧张导致的全球油价上涨以及韩元汇率疲软。机械类进口下降7.4%。
社交平台X上的讨论聚焦于韩国4月前10天36.7%的出口激增，主要由半导体行业的爆发式增长带动。韩国投资者强调DRAM出口同比增长357%，NAND出口增长198%，且单价出现显著上涨。新闻账号报道了31亿美元的贸易顺差及强劲的芯片需求。市场情绪普遍乐观，重点关注三星电子和SK海力士的股票影响。未见明显的怀疑或负面观点。
💻 반도체 수출 | 2026년 4월 10일
— 북극성 (@PolarisLog) 11 Ìgb 2026
※ 매월 1-10일까지의 수치 기준
- 반도체(디램): 수출액 $4,216mn, Y/Y +357%, M/M 10% 성장
- 반도체(낸드): 수출액 $439mn, Y/Y +198%, M/M 19%
- SSD: 수출액 $389mn, Y/Y +250%, M/M -45%
- DRAM 수출단가는 $55,328/kg로 26년 3월 대비 37% 성장 (전년 대비… pic.twitter.com/1g6N62dIYd
South Korea - Preliminary Exports | April 10, 2026
— 루팡 (@DrNHJ) 11 Ìgb 2026
SK hynix, Samsung, $NVDA, $MU, $SNDK
※ Based on figures from the 1st to the 10th of each month:
Semiconductors (DRAM): +357% y/y, +10% m/m
Semiconductors (NAND): +198% y/y, +19% m/m https://t.co/tSmCSLbV7K pic.twitter.com/CVge4V17Do
4월 DRAM 수출단가 상승세 더 가속화.
— Techni(solari) (@Techni_ssu) 11 Ìgb 2026
매월 1-10일까지의 수치 기준
반도체(디램):
수출액 $4,216mn, Y/Y +357%, M/M 10% 성장
반도체(낸드):
수출액 $439mn, Y/Y +198%, M/M 19%
SSD:
수출액 $389mn, Y/Y +250%, M/M -45% pic.twitter.com/vWv6jcWXYQ
Just in | South Korea's trade balance for the first ten days of April shows a provisional surplus of $3.10 billion, according to the Customs Agency.
— Markets Capital (@MarketsCapApp) 13 Ìgb 2026
South Korea's exports jumped 36.7 percent from a year earlier in the first 10 days of April, driven by strong overseas demand for semiconductors, data showed Monday-YONHAP
— First Squawk (@FirstSquawk) 13 Ìgb 2026
由 AI 报道 AI 生成的图像
South Korea's exports expanded 23.5 percent year-on-year in the first 20 days of February, driven by strong semiconductor demand. Outbound shipments reached $43.5 billion, resulting in a trade surplus of $4.9 billion. The growth reflects a boom in chip exports fueled by artificial intelligence demand.
South Korea's exports surged 50.4 percent year-on-year to $53.3 billion in the first 20 days of March, driven by strong semiconductor demand. Korea Customs Service data showed a trade surplus of $12.1 billion for the period.
由 AI 报道
South Korea's exports reached $86.13 billion in March, breaching the $80 billion mark for the first time ever. According to data from the Ministry of Trade, Industry and Resources, this represents a 48.3 percent increase from a year earlier. Record semiconductor shipments drove the surge.
South Korea's industrial output rose 2.5% in February from the previous month, the fastest growth in five years and eight months. Government data showed retail sales unchanged while facility investment jumped 13.5%. The Middle East crisis has had minimal impact so far.
由 AI 报道
Japan's exports jumped 16.8% in January from a year earlier, marking the biggest increase in more than three years. The surge was driven by strong Asian demand and front-loading shipments ahead of China's Lunar New Year holidays. While shipments to the U.S. fell, exports of semiconductors and electronic components rose sharply, boosted by artificial intelligence-related demand.