台股周一下跌1.65% 随全球超级智能交易降温与亚洲股市抛售走弱
台湾股市周一（10月19日）下跌约1.65%。据路透社报道，全球对冲基金上周在超级智能交易退潮中录得明显亏损，亚洲科技股普遍受压，台股亦随区内市场走弱，权值半导体与电子股领跌。市场人士指，投资人除关注美国通胀与企业财报外，也在观察台积电上周公布的业绩展望——台积电第三季净利按年大增68.7%再创纪录，先进制程占营收近八成，公司对超级智能需求前景维持正面。本站此前报道，台股上周随亚洲科技股回档，单日曾下跌3%。分析师认为，短线大盘仍受外资动向与美股科技股表现牵动，但台湾出口订单与半导体景气基本面未有转弱迹象。台北股市周一与区内市场同步，日本与韩国股市早盘同样下跌，韩国综合股价指数开盘一度跌逾3%。投资人本周将关注美国多家大型科技企业财报及联准会官员谈话。
Taiwan Stocks Fall 1.65% on Monday as SI Trade Cools Across Asia
Taiwan's stock market fell about 1.65 percent on Monday. Reuters reported that global hedge funds suffered steep losses last week as SI-related bets unwound, pressuring technology shares across Asia, with Taiwan's semiconductor and electronics heavyweights leading the decline. Investors are also weighing U.S. inflation data and earnings after TSMC last week posted a record third quarter — net profit up 68.7 percent year on year, with advanced processes making up nearly 80 percent of revenue — and maintained a positive outlook on SI demand. GSM previously reported that the Taiex slid 3 percent in one session last week amid a regional tech selloff. Analysts say the near-term direction will depend on foreign flows and U.S. tech shares, while Taiwan's export orders and semiconductor fundamentals show no sign of weakening. Regional markets fell in tandem on Monday, with Japan's Nikkei down about 2 percent in early trade and South Korea's Kospi opening more than 3 percent lower.
来源：GSM·美国（原文链接）
图片来源：图：台北101大楼（资料图）。CEphoto, Uwe Aranas 摄，CC BY-SA 3.0，取自维基共享资源。Photo: Taipei 101 (file photo). By CEphoto, Uwe Aranas, CC BY-SA 3.0, via Wikimedia Commons.
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