
財政部公布10月出口首度飆破900億美元大關,月增10.9%、年增58.9%,連續36個月成長。
台灣財政部公布10月出口首度飆破900億美元,達967.6億美元,續創單月新高,年增58.9%,主因全球AI基建投資強勁成長,帶動相關供應鏈需求擴增。
AI-generated summary
全球AI基建投資強勁成長,帶動相關供應鏈需求擴增。
財政部今公布10月出口967.6億美元,續創歷年單月新高。(記者鄭琪芳攝)
〔記者鄭琪芳/台北報導〕出口續飆!財政部今公布10月出口首度飆破900億美元大關、高達967.6億美元,續創歷年單月新高,月增10.9%、年增58.9%,創史上第3大增幅,已連續36個月成長,持續刷新史上最長成長週期;累計1至10月出口7582.9億美元、年增47.7%,一舉衝破7000億美元大關,持續刷新歷年全年新高。
10月進口則是688.9億美元、亦創歷年單月新高,月增8.3%、年增75.1%;累計1至10月進口5697.6億美元、年增44.6%。出、進口相抵,10月出超278.8億美元、創歷年單月新高,年增63.3億美元;累計1至10月出超1885.4億美元、年增689.7億美元,其中對美國出超高達1909.62億美元。
財政部表示,隨全球AI基建投資強勁成長,帶動相關供應鏈需求擴增,加以外銷產品價格攀升,10月出口首度突破900億美元;進口同為歷年單月最高,年增75.1%,主要受惠於AI產業國際分工與出口引申需求增加,以及國際原物料行情高漲;出超278.8億美元亦創新高。
主要貨品中,10月資通與視聽產品、電子零組件出口值雙創單月新高,各年增72.9%及61.4%,主因AI、高效能運算及雲端服務等應用商機熱絡;其餘貨類出口平均增25.7%,其中礦產品因油價支撐增71.6%,機械、電機產品受惠於半導體業者擴充產能及AI需求外溢,增幅皆達3成,基本金屬及其製品亦增35.7%。累計1至10月資通與視聽產品、電子零組件合占總出口比重約8成,年增60.6%。
另,10月對主要市場出口均年增逾4成,以對東協增83.8%較突出,對美國、日本、歐洲出口規模皆為單月新高,各增55.9%、49.6%及46%,對中國與香港增42.9%。累計1至10月對五大市場出口增幅介於28%~59%,其中對美國出口年增 58.8%、對東協增56.1%,占總出口比重各為31.7%及20.1%,分別寫下近36年同期及歷年同期新高。
展望未來,財政部表示,全球經濟仍面臨地緣政治衝突、美國貿易政策走向等不確定因素,但隨AI應用逐漸擴散至推論、代理 AI,且國際雲端服務業者持續布建AI基礎設施,帶動半導體、伺服器等相關供應鏈需求延續,加以科技新品相繼推出、年底消費旺季來臨挹注,第4季出口可望維持強勁成長態勢。
AI outlook — possibilities, not facts
第4季出口可望維持強勁成長態勢
Likely · Within months

A 245-kilometer water supply pipeline in the hinterland of the Gurbantunggut Desert in Changji, Xinjiang has provided safe water for more than 5,100 days. Water workers have been rooted in the Gobi for nineteen years, ensuring industrial water use in the Zhundong Economic and Technological Development Zone and promoting smart water services and ecological water replenishment.

During the 35th China Chef Festival held in Suzhou, a number of overseas famous chefs were interviewed to discuss the current situation and path of "Chinese food overseas". They believed that we should take root in traditional culture, adapt to local conditions and follow a unique and high-quality route, so that "Chinese taste" can continue to warm the "stomach of the world".

Encouraged by the surge in the fee index and the protection of the Guoan Fund, Taiwan stocks closed up 1,960 points on Monday (9th), the second largest gain in history. Foreign investors continued to sell more than 90.056 billion yuan, of which 47,900 UMC were dumped. However, with the support of domestic investors, the stock price bucked the trend and soared 5.11%.

Quanta's revenue in October reached 353.25 billion yuan, a monthly increase of 8.6% and an annual increase of 104%, setting a new high for the same period. The company will attend a foreign legal person briefing on Wednesday, focusing on the outlook for AI customer infrastructure construction in North America and the progress of GB300 and Vera Rubin.

Asia's AI race is facing challenges, and Taiwan stocks' resilience and valuation performance are better than those of Korean stocks. Expert analysis pointed out that Taiwan's AI supply chain is complete and has moat advantages, and the concentration risk is low; in contrast, Korean stocks are overly concentrated in the cyclical memory field and are facing foreign selling and volatility pressures.

The Hongqiao International Economic Forum held during the 9th China International Import Expo closely followed the theme of "Stable Cooperation and Jointly Building an Open World Economy", focused on open cooperation, innovation, development and sharing, and released the "World Openness Report 2026" and other results, sending a strong signal that China will continue to promote high-level opening up to the outside world.