TWD

10 atoms · 跨 7 天 · 首见 2026-04-19 · 最近 2026-06-29

三色: 🟦 fact 3 · 🟥 take 7 · stance ▲1/▼5/◆1

来源: X 10

时态: fresh:10

标签: 好观点:7 · 好数字:3

叙事 (narrative) (4)

• 2026-06-20 · 汇率弱势原因分歧
  China and Taiwan are weak for different reasons. intervention there is blocking appreciation
  tags: 好观点 · → daily
  value: direction=weakness
• 2026-06-03 · stability amid AI boom and trade surplus
  The stability of the TWD amid the AI boom (and an unprecedented trade surplus isn't a mystery). The unwind of lifer hedges limits appreciation, and exporters are asked to sell if there is too much depreciation pressure!
  tags: 好观点 · → daily
• 2026-06-03 · remarkably stable despite 20% of GDP CA surplus
  A totally unique situation -- an officially unmanaged currency that somehow remains remarkably stable, a massively exposed insurance/pension sector, a 20% of GDP CA surplus that should be putting upward pressure on the currency
  tags: 好观点 · → daily
  value: qty=20% of GDP · direction=surplus
• 2026-06-29 · 汇率走弱原因
  Higher inflation expectations regardless of limited rate hike guidance = Weaker currencies (hence PPP reference). Mon pol is just too easy.
  tags: 好观点 · → daily

事实 (fact) (6)

• 2026-05-06 · 汇率
  Taiwan Dollar Strengthens to 31.344 Against U.S. Dollar, Up 0.5% and at March 2 High
  tags: 好数字 · → daily
  value: qty=31.344 · direction=up 0.5%
• 2026-04-19 · 汇率
  Taiwan’s currency gains up to 0.3%, reaching 31.488 per dollar, the highest since March 3.
  tags: 好数字 · → daily
  value: qty=31.488 · direction=per dollar · date=2026-04-20
• 2026-05-25 · orchestrated depreciation
  TWD depreciation this past year was very orchestrated (lifer reg change)
  tags: 好观点 · → daily
  value: qty=very orchestrated · direction=depreciation
• 2026-05-09 · 月度升值幅度
  4월 대만달러 가치가 미 달러 대비 1.05% 절상된 영향
  tags: 好数字 · → daily
  value: qty=1.05% · date=2026-04
• 2026-05-25 · real appreciation pace
  in real terms they are bearly appreciating
  tags: 好观点 · → daily
  value: direction=appreciating · qty=barely
• 2026-05-25 · real level relative to surplus
  they are all at depressed levels compared to their huge surplus
  tags: 好观点 · → daily
  value: direction=depressed

时间轴 (近 20)

• 2026-06-29 · narrative · 汇率走弱原因 · → daily
• 2026-06-20 · narrative · 汇率弱势原因分歧 · → daily
• 2026-06-03 · narrative · stability amid AI boom and trade surplus · → daily
• 2026-06-03 · narrative · remarkably stable despite 20% of GDP CA surplus · → daily
• 2026-05-25 · fact · orchestrated depreciation · → daily
• 2026-05-25 · fact · real appreciation pace · → daily
• 2026-05-25 · fact · real level relative to surplus · → daily
• 2026-05-09 · fact · 月度升值幅度 · → daily
• 2026-05-06 · fact · 汇率 · → daily
• 2026-04-19 · fact · 汇率 · → daily

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