Breaking
JPMan arrested, seriously injured after being stabbed near Osaka District Court; ``There was financial trouble'' - Prefectural PoliceFRCanada: the inhabitants of Alberta vote overwhelmingly against the organization of an independence referendumPLTram derailment in Krakow. Huge difficulties for passengersPLAt least 5 Russian drones 15 km from the Polish border. This is just the summary of the last hoursTRFETO operation in 3 provinces based in Istanbul! 15 detainedTRThe tip of the German Embassy triggered action. 14 people were captured in the ISIS operationPLYesterday, one-year-old Angelina, today more civilian victims. Ukraine under fireARAn unannounced visit by the US Secretary of Defense to the Middle East, during which he met with NetanyahuPLA major evacuation of Wrocław's inhabitants is taking place today. Sappers will remove a bomb from World War IICNNational Highway 5 has high occupancy control during 3-day holiday during Liberation Day weekendJPMan arrested, seriously injured after being stabbed near Osaka District Court; ``There was financial trouble'' - Prefectural PoliceFRCanada: the inhabitants of Alberta vote overwhelmingly against the organization of an independence referendumPLTram derailment in Krakow. Huge difficulties for passengersPLAt least 5 Russian drones 15 km from the Polish border. This is just the summary of the last hoursTRFETO operation in 3 provinces based in Istanbul! 15 detainedTRThe tip of the German Embassy triggered action. 14 people were captured in the ISIS operationPLYesterday, one-year-old Angelina, today more civilian victims. Ukraine under fireARAn unannounced visit by the US Secretary of Defense to the Middle East, during which he met with NetanyahuPLA major evacuation of Wrocław's inhabitants is taking place today. Sappers will remove a bomb from World War IICNNational Highway 5 has high occupancy control during 3-day holiday during Liberation Day weekend
Newsgather
All StoriesWorldSportsFinanceTechScienceHealthCultureClimatePoliticsSpace
Back外資賣壓仍重！新台幣續探波段新低 中午暫收32.627元
外資賣壓仍重！新台幣續探波段新低 中午暫收32.627元
Developing
自由时报1 hour agoBusiness2 min readChinaView translation

外資賣壓仍重！新台幣續探波段新低 中午暫收32.627元

新台幣匯率外資

Quick Look

新台幣兌美元匯率早盤持續走低，最低觸及32.627元、重貶1.82角，再創波段新低，中午暫收32.616元。外資持續賣超台股科技股，資金大舉匯出，新台幣連續7個交易日走貶，累計貶幅超過2%。央行昨日發布聲明穩定市場信心，但匯出壓力尚未緩解。市場擔憂中東局勢緊張、國際油價高檔及聯準會維持高利率更久，使高估值科技股承壓。匯銀人士指出，新台幣何時止貶關鍵在外資，隨著匯價走低，出口商拋匯意願可望提高，央行適時進場調節有助減緩貶勢。

AI-generated summary

Why It Matters

新台幣近期受到外資持續調節科技股、賣超後資金大舉匯出影響，已連續7個交易日走貶，累計貶幅超過2%。央行昨日盤中罕見發布聲明，穩定市場信心。

Font size

外資賣壓仍重！新台幣續探波段新低 中午暫收32.627元（記者陳梅英攝）

〔記者陳梅英／台北報導〕儘管昨日美股費城半導體指數跌深反彈，終結連8黑，台股今日早盤一度翻紅，但市場對於AI產業疑慮仍在、外資賣壓尚未消除，新台幣兌美元匯率早盤持續開低走低，最低觸及32.627元、重貶1.82角，再創波段新低，中午暫時收在32.616元、貶值1.71角，台北外匯經紀公司成交量仍達16.72億美元。

新台幣近期受到外資持續調節科技股、賣超後資金大舉匯出影響，已連續7個交易日走貶，累計貶幅超過2%。中央銀行昨日盤中罕見發布聲明，穩定市場信心，但今日新台幣仍持續承壓，顯示外資匯出壓力尚未緩解。

請繼續往下閱讀...

匯銀人士分析，中東局勢持續緊張、國際油價維持高檔，但市場先前已反映油價上漲帶來的通膨壓力，美元指數未進一步走強。不過，油價居高不下，通膨疑慮難消，市場擔憂聯準會維持高利率更久，使高估值科技股持續承壓。

另一方面，AI產業大舉投資資料中心及相關基礎建設，市場也開始質疑龐大資本支出能否帶來相應報酬，加上高利率推升企業融資成本，使科技股面臨獲利與估值雙重壓力。由於台股科技權值股比重高，尤其半導體及AI相關個股漲幅已大，成為外資獲利了結及調節持股的主要對象。

匯銀人士認為，新台幣何時能止貶，關鍵仍在外資。若外資持續賣超台股，資金匯出需求未減，新台幣仍有進一步走貶壓力。不過，隨著匯價走低，出口商拋匯意願可望提高，加上央行適時進場調節，有助於減緩貶勢。

一手掌握經濟脈動 點我訂閱自由財經Youtube頻道

What to Watch

AI outlook — possibilities, not facts

  • 新台幣匯率將在短期內持續承壓，但跌幅可能有限

    Likely · Within weeks

  • 若外資持續賣超台股，新台幣仍有進一步走貶壓力

    Possible · Within weeks

Open Questions

  • 外資何時會減少賣超台股？
  • 央行將採取什麼具體措施來穩定匯率？
  • 出口商拋匯意願提高能否完全抵消外資匯出壓力？

Related Topics

新台幣
People陳梅英
Organizations中央銀行匯銀台北外匯經紀公司
Places台北中東
Topics匯率外資台股科技股央行出口商
This article was originally published by 自由时报.

Related Stories

Seven departments jointly issued the "15th Five-Year Plan for the Development of the Advertising Industry"
Business·

Seven departments jointly issued the "15th Five-Year Plan for the Development of the Advertising Industry"

Seven departments, including the State Administration for Market Regulation and the Cyberspace Administration of China, jointly issued the "15th Five-Year Plan for the Development of the Advertising Industry", which proposed that the scale of the advertising industry will grow at an average annual rate of 10% by 2030 and deploy five key tasks: innovation-driven, integration and empowerment, collaborative openness, value-based soul building, and efficient governance to promote the high-quality development of the advertising industry.

中国新闻网
2 min read
Stabilize export expectations with clear procedures and continue to improve export control effectiveness
Business·

Stabilize export expectations with clear procedures and continue to improve export control effectiveness

The Ministry of Commerce and the General Administration of Customs jointly issued an announcement on "Matters Related to Further Optimizing the Questioning and Identification of Export Control of Dual-Use Items", which clarified that the time limit for customs questioning and identification is 15 working days, and innovated the splitting and disposal mechanism of goods under the same customs declaration form, aiming to stabilize enterprises' export expectations, reduce compliance costs, and reflect the concepts of law-based administration and precise supervision.

中国新闻网
3 min read
Control what should be controlled and release what should be released - Optimization and adjustment of my country's drone export control policy
Business·

Control what should be controlled and release what should be released - Optimization and adjustment of my country's drone export control policy

On October 19, 2026, the Ministry of Commerce, together with relevant departments, announced the decision to optimize and adjust the export control of drone-related items. The adjustment is not simply tightening or relaxing, but establishing an institutionalized dynamic balance mechanism between precise risk management and compliance trade facilitation, which reflects the maturity of my country's export control governance capabilities. The policy evolution is characterized by normalization, two-way and precision, aiming to coordinate development and security, so that law-abiding people can pass without hindrance and law-breakers can hardly move.

中国新闻网
3 min read
National Development and Reform Commission: Promote the coordinated development of existing policies and incremental policies
Business·

National Development and Reform Commission: Promote the coordinated development of existing policies and incremental policies

The National Development and Reform Commission held a press conference today and announced that it will work with relevant departments to promptly introduce and implement incremental policies and promote the coordinated development of existing and incremental policies to achieve a good start in the "15th Five-Year Plan". Measures include enhancing the effectiveness of existing policies, promoting the start of major engineering projects, introducing private capital to participate in nuclear power, hydropower and water conservancy projects, optimizing industrial development policies, promoting the renovation of old reservoirs and the construction of high-standard granaries, and ensuring the implementation of incremental policies and economic monitoring and early warning.

中国新闻网
2 min read
Focus Stocks》Jiajing: It rose more than half the limit and hit the 5-day line
Urgent·

Focus Stocks》Jiajing: It rose more than half the limit and hit the 5-day line

The stock price of Jiajing (3016) opened lower and moved higher today. It once surged more than half the limit during the session, reaching 157.5 yuan and touching the 5-day line. It was still up 3.34% at 154.5 yuan at 10:39 am. The company benefited from strong customer demand and price increases. In August, its net profit before tax reached 92 million yuan, a year-on-year increase of 91 times, and its after-tax profit was 74 million yuan, a year-on-year increase of 73 times. Chairman Xu Jianhua said that in the third quarter, various product lines have started to increase prices. The demand for silicon photonics-related germanium silicon epitaxial crystals is strong, and the visibility of customer demand extends to 2028. It is expected that production capacity can be expanded to 3.5 to 4 times the current level next year, but it will still only be able to supply less than 50% of customer demand.

自由时报
2 min read
Focus Stocks》Hon Hai: Buying ignited support and the volume turned from green to red
Urgent·

Focus Stocks》Hon Hai: Buying ignited support and the volume turned from green to red

Hon Hai benefited from the rebound of the OEM group and its strong outlook for the fourth quarter, and its stock price turned from green to red during the session, with an increase of 1.46%. The company pointed out that in addition to existing GPU servers, the ASIC project has already introduced new customers and new project opportunities this year. The market share of related products will increase significantly, and it is expected to see new cloud customers bring operational contributions as soon as the end of this year.

自由时报
1 min read
More on this topic新台幣