路透调查：台湾6月外销订单料年增22.9%，AI强劲需求超乎预期

路透中文

Jul 21

路透调查：台湾6月外销订单料年增22.9%，AI强劲需求超乎预期

6月外销订单金额预估年增22.9%(上月为年增18.5%)

公布时间：7月22日(周二)本地时间16:00

调查结果请见reuters://realtime/verb=Open/url=cpurl://apps.cp./Apps/econ-polls?RIC=TWEXOR%3DECI

路透台北7月21日 - 路透调查16家金融机构结果显示，台湾6月外销订单金额料较上年同期增22.9%。受惠于AI（人工智能）相关商品需求强劲和美国关税拉货潮挹注，订单可望连五红。

16家金融机构对6月外销订单金额的预估大区间在年增15%至年增31.9%，预估中值为年增22.9%。

先前分析师指出，从5月订单表现观察成长力道大的产品，全都是和AI（人工智能）相关的资、通讯和半导体。AI相关产品拉货力道强，但其余传统产业产品拉货力道明显不足，预估6月的外销订单成长力道会相近于5月的偏强走势。

台湾外销订单数据是亚洲出口及高科技产品需求的领先指标，通常较实际出口领先二至三个月。

以下为金融机构对6月外销订单的预估年变动率：

金融机构	预估值（％）
澳盛银行	+20.50
国泰投信	+26.00
花旗集团	+28.70
中信商银	+23.00
星展银行	+22.90
第一金投顾	+22.50
富兰克林华美投信	+21.00
汇丰控股	+23.40
安智银行	+28.20
摩根大通	+23.00
凯基投顾	+19.80
摩根士丹利	+31.90
永丰投顾	+17.80
法国兴业银行	+22.50
台新投顾	+15.00
元大投顾	+22.90
中值	+22.90

（完）

(采访李可柔；审校　高洁如)

((carol.lee@tr.com;+886-2-87297931;Reuters Messaging:carol.lee.thomsonreuters.com@reuters.net))

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

1
2
3
4
5
6
7
8
9
10

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2553642638"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2553642638\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2553642638?lang=en_US&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-07-21 14:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2553642638","market":"us","top_or_hot":-1,"title":"路透调查：台湾6月外销订单料年增22.9%，AI强劲需求超乎预期","media":"路透中文","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>路透调查：台湾6月外销订单料年增22.9%，AI强劲需求超乎预期</title></head><body><div><p>6月外销订单金额预估年增22.9%(上月为年增18.5%)</p><p>公布时间：7月22日(周二)本地时间16:00</p><p>调查结果请见reuters://realtime/verb=Open/url=cpurl://apps.cp./Apps/econ-polls?RIC=TWEXOR%3DECI</p></div><p><span>路透台北7月21日</span><span> - </span>路透调查16家金融机构结果显示，台湾6月外销订单金额料较上年同期增22.9%。受惠于AI（人工智能）相关商品需求强劲和美国关税拉货潮挹注，订单可望连五红。</p><p>16家金融机构对6月外销订单金额的预估大区间在年增15%至年增31.9%，预估中值为年增22.9%。</p><p>先前分析师指出，从5月订单表现观察成长力道大的产品，全都是和AI（人工智能）相关的资、通讯和半导体。AI相关产品拉货力道强，但其余传统产业产品拉货力道明显不足，预估6月的外销订单成长力道会相近于5月的偏强走势。</p><p>台湾外销订单数据是亚洲出口及高科技产品需求的领先指标，通常较实际出口领先二至三个月。</p><p>以下为金融机构对6月外销订单的预估年变动率：  </p><table><tbody><tr><td><p><a href=\"https://laohu8.com/S/FISI\">金融机构</a></p></td><td><p>预估值（％）</p></td></tr><tr><td><p>澳盛银行</p></td><td><p>+20.50</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/603977\">国泰</a>投信</p></td><td><p>+26.00</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/C\">花旗集团</a></p></td><td><p>+28.70</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/06030\">中信</a>商银</p></td><td><p>+23.00</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/D05.SI\">星展</a>银行</p></td><td><p>+22.90</p></td></tr><tr><td><p>第一金投顾</p></td><td><p>+22.50</p></td></tr><tr><td><p>富兰克林<a href=\"https://laohu8.com/S/EWBC\">华美</a>投信</p></td><td><p>+21.00</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/00005\">汇丰控股</a></p></td><td><p>+23.40</p></td></tr><tr><td><p>安智银行</p></td><td><p>+28.20</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a></p></td><td><p>+23.00</p></td></tr><tr><td><p>凯基投顾</p></td><td><p>+19.80</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></p></td><td><p>+31.90</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/01549\">永丰</a>投顾</p></td><td><p>+17.80</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/0J6Y.UK\">法国兴业银行</a></p></td><td><p>+22.50</p></td></tr><tr><td><p>台新投顾</p></td><td><p>+15.00</p></td></tr><tr><td><p>元大投顾</p></td><td><p>+22.90</p></td></tr><tr><td><p>中值</p></td><td><p>+22.90</p></td></tr></tbody></table><p>（完）          </p><p> (采访 李可柔；审校　高洁如)</p><p> ((carol.lee@tr.com;+886-2-87297931;Reuters Messaging:carol.lee.thomsonreuters.com@reuters.net))</p></body></html>","source":null,"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>路透调查：台湾6月外销订单料年增22.9%，AI强劲需求超乎预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n路透调查：台湾6月外销订单料年增22.9%，AI强劲需求超乎预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1098195322\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">路透中文 </p>\n<p class=\"h-time\">2025-07-21 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>路透调查：台湾6月外销订单料年增22.9%，AI强劲需求超乎预期</title></head><body><div><p>6月外销订单金额预估年增22.9%(上月为年增18.5%)</p><p>公布时间：7月22日(周二)本地时间16:00</p><p>调查结果请见reuters://realtime/verb=Open/url=cpurl://apps.cp./Apps/econ-polls?RIC=TWEXOR%3DECI</p></div><p><span>路透台北7月21日</span><span> - </span>路透调查16家金融机构结果显示，台湾6月外销订单金额料较上年同期增22.9%。受惠于AI（人工智能）相关商品需求强劲和美国关税拉货潮挹注，订单可望连五红。</p><p>16家金融机构对6月外销订单金额的预估大区间在年增15%至年增31.9%，预估中值为年增22.9%。</p><p>先前分析师指出，从5月订单表现观察成长力道大的产品，全都是和AI（人工智能）相关的资、通讯和半导体。AI相关产品拉货力道强，但其余传统产业产品拉货力道明显不足，预估6月的外销订单成长力道会相近于5月的偏强走势。</p><p>台湾外销订单数据是亚洲出口及高科技产品需求的领先指标，通常较实际出口领先二至三个月。</p><p>以下为金融机构对6月外销订单的预估年变动率：  </p><table><tbody><tr><td><p><a href=\"https://laohu8.com/S/FISI\">金融机构</a></p></td><td><p>预估值（％）</p></td></tr><tr><td><p>澳盛银行</p></td><td><p>+20.50</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/603977\">国泰</a>投信</p></td><td><p>+26.00</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/C\">花旗集团</a></p></td><td><p>+28.70</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/06030\">中信</a>商银</p></td><td><p>+23.00</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/D05.SI\">星展</a>银行</p></td><td><p>+22.90</p></td></tr><tr><td><p>第一金投顾</p></td><td><p>+22.50</p></td></tr><tr><td><p>富兰克林<a href=\"https://laohu8.com/S/EWBC\">华美</a>投信</p></td><td><p>+21.00</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/00005\">汇丰控股</a></p></td><td><p>+23.40</p></td></tr><tr><td><p>安智银行</p></td><td><p>+28.20</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a></p></td><td><p>+23.00</p></td></tr><tr><td><p>凯基投顾</p></td><td><p>+19.80</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></p></td><td><p>+31.90</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/01549\">永丰</a>投顾</p></td><td><p>+17.80</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/0J6Y.UK\">法国兴业银行</a></p></td><td><p>+22.50</p></td></tr><tr><td><p>台新投顾</p></td><td><p>+15.00</p></td></tr><tr><td><p>元大投顾</p></td><td><p>+22.90</p></td></tr><tr><td><p>中值</p></td><td><p>+22.90</p></td></tr></tbody></table><p>（完）          </p><p> (采访 李可柔；审校　高洁如)</p><p> ((carol.lee@tr.com;+886-2-87297931;Reuters Messaging:carol.lee.thomsonreuters.com@reuters.net))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7511","symbol_name":"ESG概念","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250721:nL4T3TI06H:1","article_id":"2553642638","we_media_id":"1098195322","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2553642638","pubTimestamp":1753079117,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"路透中文","introduction":"路透中文","home_visible":1,"id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"RIC=TWEXOR%3DECI路透台北7月21日 - 路透调查16家金融机构结果显示，台湾6月外销订单金额料较上年同期增22.9%。先前分析师指出，从5月订单表现观察成长力道大的产品，全都是和AI相关的资、通讯和半导体。AI相关产品拉货力道强，但其余传统产业产品拉货力道明显不足，预估6月的外销订单成长力道会相近于5月的偏强走势。台湾外销订单数据是亚洲出口及高科技产品需求的领先指标，通常较实际出口领先二至三个月。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK7511":"ESG概念","AN3PL.AU":"Australia and New Zealand Banking Group Ltd","BK7135":"综合性银行","ANZ.AU":"ANZ GROUP HOLDINGS LTD"},"translate_title":"Reuters survey: Taiwan's export orders are expected to increase by 22.9% year-on-year in June, and strong demand for AI exceeds expectations","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AN3PL.AU":0.9,"ANZ.AU":0.9},"content_text":"路透调查：台湾6月外销订单料年增22.9%，AI强劲需求超乎预期6月外销订单金额预估年增22.9%(上月为年增18.5%)公布时间：7月22日(周二)本地时间16:00调查结果请见reuters://realtime/verb=Open/url=cpurl://apps.cp./Apps/econ-polls?RIC=TWEXOR%3DECI路透台北7月21日 - 路透调查16家金融机构结果显示，台湾6月外销订单金额料较上年同期增22.9%。受惠于AI（人工智能）相关商品需求强劲和美国关税拉货潮挹注，订单可望连五红。16家金融机构对6月外销订单金额的预估大区间在年增15%至年增31.9%，预估中值为年增22.9%。先前分析师指出，从5月订单表现观察成长力道大的产品，全都是和AI（人工智能）相关的资、通讯和半导体。AI相关产品拉货力道强，但其余传统产业产品拉货力道明显不足，预估6月的外销订单成长力道会相近于5月的偏强走势。台湾外销订单数据是亚洲出口及高科技产品需求的领先指标，通常较实际出口领先二至三个月。以下为金融机构对6月外销订单的预估年变动率：  金融机构预估值（％）澳盛银行+20.50国泰投信+26.00花旗集团+28.70中信商银+23.00星展银行+22.90第一金投顾+22.50富兰克林华美投信+21.00汇丰控股+23.40安智银行+28.20摩根大通+23.00凯基投顾+19.80摩根士丹利+31.90永丰投顾+17.80法国兴业银行+22.50台新投顾+15.00元大投顾+22.90中值+22.90（完）           (采访 李可柔；审校　高洁如) ((carol.lee@tr.com;+886-2-87297931;Reuters Messaging:carol.lee.thomsonreuters.com@reuters.net))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}