路透调查：台湾1月外销订单料年增50.87%连12红，仍看好AI需求持续带旺

路透中文

Mar 02

路透调查：台湾1月外销订单料年增50.87%连12红，仍看好AI需求持续带旺

1月外销订单金额预估年增50.87%（上月为年增43.8%）

公布时间：3月4日（周三）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3月2日 - 路透调查12家金融机构结果显示，台湾1月外销订单金额料较上年同期增50.87%，为连12个月维持正成长。AI（人工智能）相关强劲需求持续带动下，第一季表现将可期待。

12家金融机构对1月外销订单金额的预估大区间在年增35%至年增60%，预估中值为年增50.87%。

分析师指出，随着AI需求持续增强及相关元件都在涨价，企业可望提高库存需求，且科技大厂持续提高资本支出，料今年第一季淡季表现或较去年第四季会微幅下滑，但并不看淡。

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1月外销订单的预估年变动率：

金融机构	预估值（％）
澳盛银行	+58.40
花旗集团	+55.30
中信商银	+47.80
星展银行	+46.40
第一金投顾	+37.00
富兰克林华美投信	+35.00
摩根大通	+54.50
凯基投顾	+50.00
摩根士丹利	+53.80
牛津经济研究院	+51.20
永丰投顾	+50.54
台新投顾	+60.00
中值	+50.87

（完）

(采访李可柔；审校张喜良)

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

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href=\"https://laohu8.com/S/D05.SI\">星展</a>银行</p></td><td><p>+46.40</p></td></tr><tr><td><p>第一金投顾</p></td><td><p>+37.00</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>+35.00</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a></p></td><td><p>+54.50</p></td></tr><tr><td><p>凯基投顾</p></td><td><p>+50.00</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></p></td><td><p>+53.80</p></td></tr><tr><td><p>牛津经济研究院</p></td><td><p>+51.20</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/01549\">永丰</a>投顾</p></td><td><p>+50.54</p></td></tr><tr><td><p>台新投顾</p></td><td><p>+60.00</p></td></tr><tr><td><p>中值</p></td><td><p>+50.87</p></td></tr></tbody></table><p>（完）          </p><p> (采访 李可柔；审校 张喜良)</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; 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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\">2026-03-02 12:33</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1月外销订单料年增50.87%连12红，仍看好AI需求持续带旺</title></head><body><div><p>1月外销订单金额预估年增50.87%（上月为年增43.8%）</p><p>公布时间：3月4日（周三）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3月2日</span><span> - </span>路透调查12家金融机构结果显示，台湾1月外销订单金额料较上年同期增50.87%，为连12个月维持正成长。AI（人工智能）相关强劲需求持续带动下，第一季表现将可期待。</p><p>12家金融机构对1月外销订单金额的预估大区间在年增35%至年增60%，预估中值为年增50.87%。</p><p>分析师指出，随着AI需求持续增强及相关元件都在涨价，企业可望提高库存需求，且科技大厂持续提高资本支出，料今年第一季淡季表现或较去年第四季会微幅下滑，但并不看淡。  </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1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>+58.40</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/C\">花旗集团</a></p></td><td><p>+55.30</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/06030\">中信</a>商银</p></td><td><p>+47.80</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/D05.SI\">星展</a>银行</p></td><td><p>+46.40</p></td></tr><tr><td><p>第一金投顾</p></td><td><p>+37.00</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>+35.00</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a></p></td><td><p>+54.50</p></td></tr><tr><td><p>凯基投顾</p></td><td><p>+50.00</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></p></td><td><p>+53.80</p></td></tr><tr><td><p>牛津经济研究院</p></td><td><p>+51.20</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/01549\">永丰</a>投顾</p></td><td><p>+50.54</p></td></tr><tr><td><p>台新投顾</p></td><td><p>+60.00</p></td></tr><tr><td><p>中值</p></td><td><p>+50.87</p></td></tr></tbody></table><p>（完）          </p><p> (采访 李可柔；审校 张喜良)</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:20260302:nL6S3ZQ097:1","article_id":"2616804612","we_media_id":"1098195322","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2616804612","pubTimestamp":1772426019,"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3月2日 - 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路透调查12家金融机构结果显示，台湾1月外销订单金额料较上年同期增50.87%，为连12个月维持正成长。AI（人工智能）相关强劲需求持续带动下，第一季表现将可期待。12家金融机构对1月外销订单金额的预估大区间在年增35%至年增60%，预估中值为年增50.87%。分析师指出，随着AI需求持续增强及相关元件都在涨价，企业可望提高库存需求，且科技大厂持续提高资本支出，料今年第一季淡季表现或较去年第四季会微幅下滑，但并不看淡。  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1月外销订单的预估年变动率：金融机构预估值（％）澳盛银行+58.40花旗集团+55.30中信商银+47.80星展银行+46.40第一金投顾+37.00富兰克林华美投信+35.00摩根大通+54.50凯基投顾+50.00摩根士丹利+53.80牛津经济研究院+51.20永丰投顾+50.54台新投顾+60.00中值+50.87（完）           (采访 李可柔；审校 张喜良) ((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":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":true,"code":"91000000","status":"200"}}}