就在上周五,“美元、美债双杀”之下,有人爆了!

华尔街见闻
05 May

上周五在美元下挫、美债收益率连续拉升之时,新台币突然暴涨3%创四十年来最大单日涨幅,震撼外汇市场。本周一再现惊人涨幅,新台币兑美元盘初上涨4%,为2023年2月以来的最高水平,更是刷新1988年以来最大单日涨幅。此番暴涨表面上看似“繁花似锦”,比如美国科技行业或加大从中国台湾的半导体进口,推升了新台币需求。然而实质上,这或许是中国台湾的寿险巨头们在恐慌中集体对冲美元敞口所引发的连锁反应。眼下,一场...

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