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資金移轉、股匯連動 台幣短期貶壓恐難消

요약

美國科技股修正不止,台股跟著承壓,新台幣匯率也面臨貶值壓力。十月上旬,外匯市場兩度爆出巨量,背後共同原因都是外資大舉賣超台股、買進美元匯出。隨著美國科技股高估值修正、人工智慧(AI)投資報酬疑慮升高,台股與新台幣形成股匯連動效應,短線貶值壓力恐難迅速消退。

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