台币和韩元在早盘交易中领跌亚洲货币，因华尔街半导体股隔夜暴跌波及区域市场，削弱了对人工智能供应链相关标的的需求。
The Taiwan dollar and South Korean won led losses among Asian currencies in early trading as an overnight slump in Wall Street semiconductor shares spilled into regional markets, dampening demand for artificial intelligence supply-chain plays.
台币一度下跌0.8%，而岛内股市跌幅超过3%，为自7月以来的最大单日跌幅。韩元下跌1%，当地股票当天下跌近8%。
Taiwan’s currency fell as much as 0.8% while the island’s shares lost more than 3% in their sharpest drop since July. South Korea’s won declined 1% with local shares down nearly 8% on the day.
美国半导体股指数在连续六天下跌期间蒸发了1.6万亿美元的市值，原因是人们对高利润率、高估值以及巨额人工智能支出的担忧。科技股引发的焦虑也蔓延至整个地区，导致摩根士丹利资本国际（MSCI）亚太股指下跌近3%。
A US gauge of semiconductor stocks erased $1.6 trillion in market value during a six-day losing streak on concerns over high interest rates, lofty valuations, and massive AI spending. The tech-led anxiety also spread across the region, knocking MSCI Inc.’s Asia Pacific equities gauge down nearly 3%.
“韩元和台币均是全球科技周期的代理品种，在科技股剧烈抛售的背景下承受压力，”华侨银行策略师Christopher Wong表示。
“The Korean won and Taiwan dollar, both proxies for the global tech cycle, have come under pressure amid the sharp selloff in technology stocks,” said Christopher Wong, a strategist at Oversea-Chinese Banking Corp.
“隔夜美国通胀数据偏热加剧了风险规避情绪，尽管国债收益率和油价回落可能提供一定抵消，”他补充道。
“Hotter US inflation overnight added to risk aversion, though the pullback in Treasury yields and oil prices may provide some offset,” he added.
据交易员透露，台币早盘暴跌主要受外资流出和出口商囤积美元驱动。国有银行介入抛售美元以提供市场流动性，这些交易员因不被允许公开发言而要求匿名。
The Taiwan dollar’s early-morning slump was primarily driven by foreign capital outflows and exporter dollar hoarding, according to traders. State-owned banks stepped in to sell greenbacks to provide market liquidity, said the traders who asked not to be named as they are not allowed to speak publicly.
外资周二抛售台股1653亿元新台币（约51亿美元），为2000年以来单日第三大外资流出。外资流出已延续至周三的第六个交易日。
Foreign investors dumped NT$165.3 billion ($5.1 billion) of Taiwanese local equities on Tuesday, the third-biggest ever one-day outflow in data going back to 2000. Foreign outflows had extended to a sixth straight session on Wednesday.