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BackAI需求強勁 10月出口上看877億美元 證交稅恐連4跌
AI需求強勁 10月出口上看877億美元 證交稅恐連4跌
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自由时报26 minutes agoBusiness2 min readChinaView translation

AI需求強勁 10月出口上看877億美元 證交稅恐連4跌

AI需求強勁帶動出口連續36個月成長,全年有望突破9,000億美元

Quick Look

財政部預估10月出口約852億至877億美元,年增40%至44%,可望連續36個月成長並創史上最長紀錄;9月出口達872.2億美元創單月新高。另10月證交稅實徵淨額恐呈月減,寫下連4黑紀錄,但年增率仍維持雙位數成長。

AI-generated summary

Why It Matters

財政部本週將公布10月進出口統計與賦稅實徵淨額。9月出口達872.2億美元創單月新高,年增60.9%,為連續第35個月成長;累計前9月出口6,616.5億美元,進口5,010億美元,雙雙提前改寫全年紀錄。

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記者陳梅英/專題報導

財政部本週將公布10月進出口統計。受惠於人工智慧(AI)需求強勁,財政部預估10月出口約852億至877億美元、年增40%至44%,可望連續36個月成長,續寫史上最長成長紀錄。若出口接近預估區間上緣,有望超越9月創下的單月新高。全年出口則有機會飆破9,000億美元。

10月台股交投升溫、指數逼近5萬點大關,但因營業天數較9月減少,財政部預估10月證交稅實徵淨額將呈月減,恐寫下連4黑紀錄。(資料照)

根據財政部統計,9月出口達872.2億美元,創歷年單月新高,年增60.9%,為史上第2大增幅,並為連續第35個月成長。9月進口也以635.9億美元創單月新高,月增5.8%、年增51.7%。累計前9月出口6,616.5億美元,進口5,010億美元,雙雙提前改寫全年紀錄。前者年增46.2%、後者年增41.3%。出、進口相抵,9月出超236.3億美元,亦創下歷史新高。

另,9月對美出口則是創歷年單月次高,年增1.1倍。前9月累計對美出口達2,077.8億美元,首度突破2,000億美元,對美出超也以1,633億美元刷新紀錄,此為歷年來首度超過對中國大陸及香港的出超金額。

10月證交稅恐連4跌 年增估續保雙位數

財政部本週也將公布10月賦稅實徵淨額。10月台股數度逼近5萬點大關,單日成交量也升溫,呈現量價齊揚情況,但整體交易天數少於9月,預估證券交易稅實徵淨額較上月減少,恐連4個月下滑,年增率仍將維持雙位數成長。

財政部指出,9月台股先跌後漲,呈現價漲量縮,證交稅實徵淨額534億元,連3個月下滑,仍創歷年同月新高,年增71.2%,已連14個月成長。前9月證交稅實徵淨額達5,060億元,續創同期新高,年增1.6倍。

9月全國稅收4,965億元,年增19.6%。前9月累計稅收3兆5,714億元,創歷年同期新高,年增24.4%,全年預算達成率為78.8%。

What to Watch

AI outlook — possibilities, not facts

  • 10月出口將接近預估區間上緣,超越9月單月新高

    Likely · Within days

  • 全年出口將突破9,000億美元

    Likely · Within months

  • 10月證交稅實徵淨額將連4個月下滑,但年增率仍維持雙位數

    Likely · Within days

Open Questions

  • 10月實際出口與進口數值是否會達到財政部預估區間?
  • 10月證交稅實徵淨額具體數值與年增率是多少?
  • 全年出口最終是否能突破9,000億美元?

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This article was originally published by 自由时报.

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