
美股四大指數重挫,台股盤中跌點創史上最大,新台幣最低觸及33.04元
美國中期選舉後,美股四大指數重挫,賣壓延燒至亞洲。台股盤中暴跌3737.67點創史上最大盤中跌點,新台幣貶破33元關卡,最低觸及33.04元,創逾1年半新低。
AI-generated summary
美國中期選舉後,投資人擔憂AI資料中心擴建面臨更嚴格審查,美股四大指數重挫,賣壓延燒至亞洲股匯市。
股匯雙殺!台股暴跌逾3000點創紀錄、新台幣摜破33元(記者陳梅英攝)
〔記者陳梅英/台北報導〕美國期中選舉後,市場憂心人工智慧(AI)資料中心擴建面臨更嚴格的審查,美股四大指數重挫,賣壓今(6)日延燒至亞洲股匯市。台股跳空摜破4萬點,盤中一度暴跌3737.67點,創史上最大盤中跌點。新台幣兌美元匯率也一舉貶破33元整數關卡,最低觸及33.04元、重貶1.64角,匯價創逾1年半新低。
美國民主黨在期中選舉大勝後,投資人重新評估AI資料中心的投資前景,晶片及資料中心概念股首當其衝。道瓊工業、標普500及那斯達克指數全面重挫,費城半導體指數更狂瀉12.25%,台積電ADR也大跌10.78%。台股今早多檔電子權值股及千元高價股亮燈跌停。
新台幣昨日盤中一度逼近33元,午後在出口商拋匯及央行調節下,貶幅收斂,終場收在32.876元。央行外匯局局長蔡烱民昨表示,近幾日出口商拋匯金額已有增加,提醒有年底結匯需求的廠商可提早分批辦理,避免集中在12月或明年1月。他也建議出口商重新評估美國選後的聯準會政策與美元走勢,別一味等待更好的賣匯價位。
不過,隨台股今早跌勢加劇,新台幣以32.92元、貶值4.4分開出後,貶幅迅速擴大,昨日守住的33元關卡今早失守。
AI outlook — possibilities, not facts
台股與新台幣短期內將面臨持續賣壓
Likely · Within days

After the U.S. midterm elections, the market's doubts about the regulation of AI data centers, financing costs and investment payback periods increased. U.S. and Taiwanese stocks' AI supply chains plummeted, and the Philadelphia Semiconductor Index plummeted by about 12%. Nomura Investment Bank pointed out that in the future, we need to pay close attention to the three major indicators of cloud industry capital expenditure guidance, supply chain orders and shipment progress, and whether AI applications can drive actual revenue. If the fundamentals are solid, stock price correction may bring layout opportunities for AI supply chain leaders with competitive advantages.

The 9th China International Import Expo showed that international brands such as MUJI, IKEA, and Crocs integrated traditional Chinese elements into their products; multinational companies such as L'Oreal, Medtronic, and Siemens jointly developed products with Chinese companies, and their products were sold overseas. The Chinese market is transforming from a sales destination to a participant and contributor to global innovation.

Affected by the sharp decline in U.S. stocks, Taiwan stocks collapsed at the opening, plunging more than 3,000 points at one point, the largest intraday drop in history. Nguyen Thanh Hua, Undersecretary of the Ministry of Finance and Executive Secretary of the National Security Fund, said that the National Security Fund pays close attention to market conditions. If there is disorder or a collapse of confidence in the market, it is not ruled out that an extraordinary meeting will be held to discuss follow-up response measures, and "the National Security Fund will not fail to take action."

The 2026 China International Public Procurement Forum opened in Shanghai on the 5th. Vice Minister of Finance Lin Zechang delivered a speech, saying that China will promote the reform of the government procurement system and build a legal and international business environment. The national government procurement scale in 2025 will be 3321.296 billion yuan, of which the contract value awarded to small and medium-sized enterprises will be 2308.162 billion yuan, accounting for 69.49%. This forum is one of the important supporting activities of the 9th CIIE.

U.S. technology stocks plummeted on Thursday, with Korean stocks Samsung and SK Hynix plunging more than 10% in early trading. The memory group of Taiwan stocks was once again hit by selling pressure today (6th). Nanya (2408) and Winbond (2344) both fell into the lower limit, hitting 324 yuan and 115 yuan respectively. The lower limit was opened at 9:55 am. As of 10:03 a.m., Nanya was provisionally quoted at 332.5 yuan, down 7.64%, with a trading volume of 22,000 contracts; Winbond was provisionally quoted at 117 yuan, still down 8.24%, with a trading volume of 29,000 contracts. The three major legal entities sold a total of more than 12,000 pieces each yesterday, of which foreign investors sold more than 28,000 pieces to Nanya Corian 3 and sold more than 70,000 pieces to Winbond Dianlian 5.

Japanese and South Korean shares plunged on Friday after US shares tumbled overnight on worries that midterm election results could slow or derail the AI data centre investment boom. Tokyo's Nikkei 225 fell 5.1 per cent to 56,930 points, while Seoul's Kospi dived 8.5 per cent to 4,923, triggering a circuit breaker that suspended trading for 20 minutes.