
新台幣兌美元匯率早盤貶破32.5元關卡,創波段新低。外資連續七個交易日賣超台股逾3000億元,熱錢大舉匯出加劇貶值壓力。儘管央行調節及出口商結售金額高於去年,但匯價仍貶值2.56%,為最弱亞幣。
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外資從上週二以來連續七個交易日賣超台股,累計賣超金額超過6000億元,超過去年全年水準。新台幣匯價截至昨日貶值2.56%,淪為最弱亞幣。儘管央行大力調節、出口商結售金額高於去年,但仍難抵外資匯出需求。
熱錢匯出壓力大! 新台幣貶破32.5元再創波段新低 (記者陳梅英攝)
〔記者陳梅英/台北報導〕台股早盤反彈,不過外資昨日賣超台股逾3000億元創歷史新高,新台幣兌美元匯率持續消化外資龐大賣壓,一早開貶後持續走低,並在接近11點時摜破32.5元關卡,再創波段新低。
外資從上週二以來已經連續7個交易日賣超台股,迄今光是在集中市場賣超金額超過6000億元,超過去年全年水準。外資賣超後、熱錢大舉匯出也使新台幣面臨沉重貶值壓力,儘管央行大力調節、出口商截至今年結售金額也高於去年,但仍難抵外資匯出需求,新台幣匯價截至昨日貶值2.56%,淪為最弱亞幣。
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新台幣匯價今早以32.29元、貶值2.5分開出,截至11點,最高升至32.25元、最低下探至32.516元,重貶2.51角。
美國9月通膨升溫,市場擔憂聯準會年底前可能再度升息,美元與美債殖利率維持高檔,加上AI投資報酬及企業融資風險引發疑慮,高估值科技股首當其衝。匯銀人士指出,由於台股科技權值股比重高,國際資金調節半導體及AI相關持股,也加重外資賣超台股的壓力。後續新台幣能否止貶,關鍵仍在外資動向。不過,央行坐擁逾6000億美元外匯存底,具備調節市場的能力,加上出口商持有大量美元,必要時可望提供美元供給,因此匯銀人士認為,新台幣短線貶壓難免,但在央行調節及出口商拋匯支撐下,匯價應不至於失控。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
新台幣匯率短線將維持貶壓難免的局面
Likely · Within days
在央行調節及出口商拋匯支撐下,新台幣匯價應不至於失控
Possible · Within weeks

Yecheng Customs released an announcement on the official vehicle insurance service procurement project for 2026-2028. The procurement budget is fully supported by financial funds. The service contract is signed once a year and can be renewed twice for a total of three years. The registration period is from October 19 to 21, 2026. The deadline for submission of response documents is 17:00 on October 23, 2026.

Lu Shan, deputy mayor of Shanghai, said at the press conference of the 9th China International Import Expo that the city's 32 security teams have focused on the new situation, new tasks and new variables, and promoted the implementation of 257 key urban service security tasks. At present, all preparations for urban security services are basically in place, focusing on improving the effectiveness of exhibitors' participation, refined service guest experience, and open exchanges to amplify the comprehensive effect of the city's linkage.

Yan Dong, Vice Minister of the Ministry of Commerce of China, announced that the 9th China International Import Expo will be held in Shanghai from November 5 to 10. 162 countries, regions and international organizations will participate, 4,142 overseas companies will participate in the exhibition, and the total exhibition area will exceed 440,000 square meters for the first time. The exhibition area of American companies exceeds 50,000 square meters, ranking first for eight consecutive years, and the exhibition area of Canadian and New Zealand companies is the largest ever. For the first time, the number of Fortune 500 companies and industry leading companies exceeded 300, nearly 200 companies achieved full attendance for the ninth session, more than 2,000 companies participated in the exhibition for the first time, and there were more than 480 representative exhibits that were first in the world, first in Asia, and first in China.

The stock price of Huajing (2468) rose 4.6 yuan or 9.89% during today's trading, temporarily trading at 51.1 yuan. The trading volume reached 13,000 contracts, which was significantly higher than yesterday's trading volume of 9,756 contracts. Revenue in September was 308 million yuan, a monthly increase of 55% and an annual increase of 68.8%, benefiting from the acceptance of large projects and the demand for AI application to drive corporate digital transformation. However, foreign investors sold more than 749 contracts yesterday, and the three major legal entities sold more than 736 contracts in total. Investors need to pay attention to subsequent fluctuations.

Taiwan stocks opened higher on Friday (16th), rising 550.73 points to 47520.60 points during the session, and were temporarily trading at 47221 points as of 11:20. In terms of major value stocks, TSMC opened down 10 yuan to 2,430 yuan and was provisionally quoted at 2,425 yuan as of 11:20; MediaTek opened up 110 yuan to 4,275 yuan, provisionally quoted at 4,300 yuan; Hon Hai opened up 2 yuan to 241.5 yuan, provisionally quoted at 246 yuan. U.S. stocks were mixed on Thursday as the market worried about excessive spending by technology companies in the field of AI, with the Philadelphia Semiconductor Index falling for seven consecutive trading days.

The stock price of Jin Guoguang (6209) rose strongly today, once hitting the rising limit, and was temporarily quoted at 100.5 yuan, an increase of 8.06%. Its revenue in September was 669 million yuan and its cumulative revenue in the first three quarters was 4.16 billion yuan, both hitting new highs in the same period, benefiting from the growth in demand for far-infrared lenses and the opening of production capacity in Taiwan. Yesterday, foreign investors bought over 11,600 lots, and the three major legal entities bought over 12,300 lots in total, pushing up the stock price.