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Back台積電領軍台股創新高 新台幣升破31.8元關卡
台積電領軍台股創新高 新台幣升破31.8元關卡
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自由时报1 hour agoBusiness1 min readChinaView translation

台積電領軍台股創新高 新台幣升破31.8元關卡

Quick Look

台積電帶動台股再創新高,熱錢回流推動新台幣兌美元匯率升破31.8元關卡,早盤最高達31.75元,受美國非農就業數據弱於預期影響,市場預期聯準會10月升息機率降至2成以下,美元回落但跌勢受國際油價與美債殖利率高檔限制,新台幣今早以31.81元開出後續強,外資匯入力道將決定後續走勢。

AI-generated summary

Why It Matters

台積電為台灣最大半導體公司,其股價表現常被視為台股風向標。美國非農就業數據是影響聯準會貨幣政策的重要指標,近期數據顯示勞動市場降溫,降低了升息預期。

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台積領軍台股創新高,新台幣升破31.8元關卡。(記者陳梅英攝)

〔記者陳梅英/台北報導〕台積電領軍台股再創新高,熱錢流入也帶動新台幣兌美元匯率走升,早盤最高升抵31.75元,中午暫時收在31.78元、升值5分,台北外匯經紀公司成交量7.26億美元。

美上週五公布9月新增非農就業僅2.9萬人,遠低於市場預期,且前幾個月數據也遭下修;失業率升至4.2%,勞動市場降溫,根據芝商所FedWatch工具,聯準會10月升息機率已大幅降至2成以下,美元因此回落,不過國際油價、美債殖利率仍處高檔,美元跌勢受到限制,今早美元再度回升,主要亞幣升勢仍然受壓。

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新台幣今早以31.81元、升值2分開出,隨台股續創新高,外資熱錢回流,再度回到31.7元價位,最高來到31.75元,逾一週高點。

匯銀人士指出,上週新台幣走勢雖然偏弱,最低下探至31.946元,但仍未貶破32元整數大關,隨台股重新走強,新台幣今早升破31.8元關卡,有機會往31.7元靠攏,能否續強則要看外資匯入力道。

在非農就業報告公布後,市場認為Fed本月將按兵不動機率有7、8成,目前市場焦點轉向注意本週三將公布的9月會議紀錄。

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What to Watch

AI outlook — possibilities, not facts

  • 新台幣將在短期內向31.7元關卡靠攏

    Likely · Within days

  • 聯準會將在10月會議上維持利率不變

    Very likely · Within weeks

Open Questions

  • 外資熱錢回流的持續時間有多長?
  • 新台幣能否突破31.7元關卡?
  • 聯準會10月會議是否真的將按兵不動?

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This article was originally published by 自由时报.

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