外资10月自台股创纪录净撤资317.8亿美元，AI硬件链承压
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2026年10月，外资从台股净撤出317.8亿美元，创下历史新高纪录，拖累加权指数自10月6日峰值回撤超过10%。业绩层面，台积电第三季度净利润同比增长68.7%，并上调了第四季度营收指引；然而，美国云厂商财报引发了市场对于AI巨额资本开支能否产生对应回报的担忧，导致市场先行对AI硬件制造链的估值与预期进行重估。
AI-generated from reports · Updated 4 hours ago
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- Hacker News · AISelectedForeign investors log record $31.78B net outflow from Taiwan equities in October amid AI hardware re-rating
Foreign investors pulled a record net $31.78 billion from Taiwan equities in October, dragging the TAIEX down over 10% from its October 6 peak. Despite TSMC reporting a 68.7% year-over-year surge in Q3 net profit and raising its Q4 revenue guidance, earnings from U.S. cloud hyperscalers fueled concerns over whether massive AI capex can yield commensurate returns, prompting the market to proactively re-rate expectations across the hardware manufacturing chain.
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Current heat 9·Comparable peak 10（Nov 2 23:00）·Comparable change, last 24 hours–
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