地緣政治風險升溫推升美元避險需求 新台幣重貶逾1角、創八個月新低
美國對委內瑞拉發動大規模空襲行動，並逮捕該國總統及其配偶，拉丁美洲地緣政治風險急遽升溫，市場避險情緒明顯升高，推升美元指數走強，非美貨幣全面承壓。新台幣兌美元匯率劇烈震盪，終場重貶逾1角，創下逾八個月新低。
新台幣早盤一度隨台股走揚，盤中最高升至31.371元；午後外資轉為調節，新台幣由升轉貶，並貶破31.5元整數關卡，最低下探31.546元，終場收在31.538元，單日重貶1.19角，成交量放大至22.335億美元。
台股在權值股領軍下大漲755.23點，再創歷史新高，三大法人合計買超31.85億元，惟外資賣超76.43億元，形成股匯不同調。匯銀主管指出，美元避險走強與外資逢高調節，是新台幣承壓的主要原因；後續除關注地緣政治發展外，也須留意美國就業數據與聯準會政策動向。
【English】
Geopolitical Tensions Fuel Dollar Demand as Taiwan Dollar Slides to Eight-Month Low
Heightened geopolitical tensions in Latin America have driven safe-haven flows into the U.S. dollar, putting pressure on non-dollar currencies. The Taiwan dollar saw sharp volatility, ultimately weakening by more than one tenth of a dollar to its lowest level in over eight months.
The local currency initially strengthened alongside gains in the stock market, briefly rising to 31.371 per U.S. dollar, before reversing course in the afternoon as foreign investors turned net sellers. The Taiwan dollar fell past the 31.5 threshold and closed at 31.538, with trading volume surging to USD 22.335 billion.
Despite a strong rally in equities and record highs in the benchmark index, foreign investors posted significant net outflows, underscoring a divergence between equity and currency markets. Analysts said dollar strength driven by geopolitical risk and profit-taking by foreign funds remain key factors shaping near-term currency movements.
【日本語】
地政学リスクの高まりでドル高進行 台湾ドルは8カ月ぶり安値
中南米情勢を巡る地政学的緊張の高まりを受け、安全資産としてのドル需要が強まり、非ドル通貨が全般的に下落した。台湾ドルは大きく変動し、終値は8カ月ぶりの安値水準となった。
台湾株式市場は史上最高値を更新したものの、外国人投資家は利益確定売りを進め、為替市場では台湾ドル安が進行。市場関係者は、地政学リスクとドル高基調が当面の為替動向を左右するとみている。
【한국어】
지정학적 긴장 고조로 달러 강세… 대만달러 8개월래 최저
중남미 지역의 지정학적 긴장이 고조되면서 안전자산 선호 심리가 강화돼 달러화가 강세를 보였다. 이에 따라 대만달러는 큰 변동성을 보이며 8개월 만에 최저 수준으로 하락했다.
주식시장은 사상 최고치를 경신했지만, 외국인 투자자들의 차익 실현 매도로 환율은 약세를 면치 못했다. 시장에서는 달러 강세와 글로벌 자금 흐름 변화가 당분간 이어질 가능성에 주목하고 있다.
【馬來文】
Risiko geopolitik meningkat, dolar AS mengukuh; dolar Taiwan jatuh ke paras terendah lapan bulan
Ketegangan geopolitik di Amerika Latin telah meningkatkan aliran aset selamat ke arah dolar AS, sekali gus memberi tekanan kepada mata wang bukan dolar. Dolar Taiwan mengalami turun naik ketara dan ditutup pada paras terendah dalam tempoh lebih lapan bulan.
Walaupun pasaran saham mencatat paras tertinggi baharu, pelabur asing mengambil keuntungan, menyebabkan pergerakan mata wang dan ekuiti tidak seiring. Penganalisis berkata kekuatan dolar dan aliran modal global akan terus mempengaruhi pasaran.
【泰文】
ความเสี่ยงทางภูมิรัฐศาสตร์หนุนดอลลาร์แข็งค่า เงินดอลลาร์ไต้หวันอ่อนค่าทำจุดต่ำสุดในรอบ 8 เดือน
ความตึงเครียดทางภูมิรัฐศาสตร์ในภูมิภาคลาตินอเมริกาทำให้นักลงทุนหันเข้าหาสินทรัพย์ปลอดภัย ส่งผลให้ดอลลาร์สหรัฐแข็งค่าขึ้นและกดดันสกุลเงินอื่น ๆ เงินดอลลาร์ไต้หวันอ่อนค่าลงอย่างมาก ทำสถิติต่ำสุดในรอบกว่า 8 เดือน
แม้ตลาดหุ้นจะปรับตัวขึ้นทำจุดสูงสุดใหม่ แต่เงินทุนต่างชาติไหลออก ส่งผลให้ทิศทางตลาดหุ้นและค่าเงินไม่สอดคล้องกัน
【印尼文】
Risiko geopolitik mendorong penguatan dolar AS, dolar Taiwan jatuh ke level terendah delapan bulan
Meningkatnya ketegangan geopolitik di Amerika Latin mendorong arus dana ke aset aman, memperkuat dolar AS dan menekan mata uang lainnya. Dolar Taiwan melemah tajam dan ditutup pada level terendah dalam delapan bulan terakhir.
Meskipun pasar saham mencetak rekor tertinggi baru, investor asing melakukan aksi ambil untung, menciptakan perbedaan arah antara pasar saham dan valuta asing.
【越南文】
Căng thẳng địa chính trị đẩy USD tăng mạnh, đồng Đài tệ giảm xuống mức thấp nhất trong 8 tháng
Rủi ro địa chính trị gia tăng tại khu vực Mỹ Latinh đã thúc đẩy dòng tiền tìm đến đồng USD như tài sản trú ẩn, gây áp lực lên các đồng tiền khác. Đồng Đài tệ biến động mạnh và đóng cửa ở mức thấp nhất trong hơn 8 tháng.
Dù thị trường chứng khoán lập đỉnh mới, hoạt động chốt lời của nhà đầu tư nước ngoài khiến diễn biến thị trường tiền tệ và cổ phiếu không đồng pha.
#地緣政治風險 #美元走強 #新台幣貶值 #匯市震盪 #股匯不同調 #外資調節 #全球資金流向 #避險資產 #國際財經 #金融市場
#GeopoliticalRisk #USDollarStrength #TaiwanDollar #FXMarket #SafeHavenFlows #CapitalOutflows #EquityCurrencyDivergence #GlobalMarkets #InternationalFinance
https://tw.stock.yahoo.com/news/%E5%8F%B0%E8%82%A1%E7%AB%99%E4%B8%8A30k-%E6%96%B0%E5%8F%B0%E5%B9%A3%E5%8D%BB%E5%9B%A0-%E9%97%9C%E9%8D%B5-%E8%B7%8C%E7%A0%B431-5%E5%85%83%E9%97%9C%E5%8D%A1-094352305.html
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