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2025-03-13

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11:19","market":"sg","language":"zh","title":"外资“大撤退”！台积电(TSM.US)失宠，台股遭遇史上最严重抛售潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2519552076","media":"智通财经网","summary":"随着台积电失宠，台股遭遇有史以来最严重的外资抛售。占台湾基准股指三分之一以上权重的台积电在此期间股价下跌了近10%，因为外国投资者抛售了1.55亿股台积电股票。台积电拖累台股走低随着对芯片行业估值泡沫的担忧加剧，今年全球芯片股的下跌也波及了以科技股为主的台股。台积电股价也有所反弹，此前美国芯片股隔夜上涨。","content":"<html><body><div>\n<p cms-style=\"font-L\">随着<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)失宠，台股遭遇有史以来最严重的外资抛售。根据Bloomberg汇编的数据，截至周三，全球基金在过去12个交易日减持台股，累计净卖出规模达到3910亿新台币(合119亿美元)。占台湾基准股指三分之一以上权重的台积电在此期间股价下跌了近10%，因为外国投资者抛售了1.55亿股台积电股票。</p><p cms-style=\"font-L align-Center\">台积电拖累台股走低</p><div><img src=\"http://n.sinaimg.cn/sinakd20250313s/382/w758h424/20250313/92f2-3df0f2b9ebf246e78190baad53f12559.jpg\"/><span></span></div><p cms-style=\"font-L\">随着对芯片行业估值泡沫的担忧加剧，今年全球芯片股的下跌也波及了以科技股为主的台股。曾经青睐人工智能股票的投资者在中国DeepSeek爆火之后变得更加挑剔。</p><p cms-style=\"font-L\">包括Jeremy Chen在内的<span>汇丰控股</span><span></span>分析师表示：“虽然人工智能仍然是一股变革力量，但市场波动和不确定性导致投资者更加谨慎。”考虑到这些挑战，“我们将重点转向非技术领域，采取更具防御性的立场。”</p><p cms-style=\"font-L\">作为基准的中国台湾加权指数周四连续第二天上涨，从2月份高点下跌的幅度收窄至约5%。台积电股价也有所反弹，此前美国芯片股隔夜上涨。据报道，台积电已经向<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、AMD和<a href=\"https://laohu8.com/S/AVGO\">博通</a>提出了合作意向，共同投资一家合资企业，以此为主体运营<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的晶圆代工厂。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>外资“大撤退”！台积电(TSM.US)失宠，台股遭遇史上最严重抛售潮</title>\n<style 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href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-03-13/doc-inepnpwr0860618.shtml><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着台积电(TSM.US)失宠，台股遭遇有史以来最严重的外资抛售。根据Bloomberg汇编的数据，截至周三，全球基金在过去12个交易日减持台股，累计净卖出规模达到3910亿新台币(合119亿美元)。占台湾基准股指三分之一以上权重的台积电在此期间股价下跌了近10%，因为外国投资者抛售了1.55亿股台积电股票。台积电拖累台股走低随着对芯片行业估值泡沫的担忧加剧，今年全球芯片股的下跌也波及了以科技股...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-03-13/doc-inepnpwr0860618.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","BK4505":"高瓴资本持仓","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY 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Chen在内的汇丰控股分析师表示：“虽然人工智能仍然是一股变革力量，但市场波动和不确定性导致投资者更加谨慎。”考虑到这些挑战，“我们将重点转向非技术领域，采取更具防御性的立场。”作为基准的中国台湾加权指数周四连续第二天上涨，从2月份高点下跌的幅度收窄至约5%。台积电股价也有所反弹，此前美国芯片股隔夜上涨。据报道，台积电已经向英伟达、AMD和博通提出了合作意向，共同投资一家合资企业，以此为主体运营英特尔的晶圆代工厂。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"03145":0.6,"EWT":0.6,"TSM":1,"TWmain":1}},"isVote":1,"tweetType":1,"viewCount":771,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/413023434031600"}