“新台币冲击”拉开美元衰落的序幕？

Group 1 - The event is not limited to Taiwan, as a significant portion of overseas investors' assets in the US remain unhedged against currency fluctuations [2][4] - The Japanese yen depreciated against the US dollar, reaching approximately 146.10 yen per dollar, marking a one-month low [2] - The US and UK have signed a trade agreement, alleviating concerns over high tariff policies, which has led to a recovery in the dollar index to around 100 [2] Group 2 - The New Taiwan Dollar (TWD) appreciated approximately 10% against the US dollar on May 2 and May 5, with the latter date marking the highest increase in 37 years [3] - Speculation arose that Taiwan agreed to currency appreciation in US tariff negotiations, leading to record-high export levels [3] - Investors who had not hedged against currency risk began to sell US assets or engage in hedging transactions due to the sudden market expectations of a stronger TWD [3] Group 3 - The CIO warned of structural issues related to over-concentration in US assets and insufficient currency hedging, which have become critical concerns [4] - Concerns over unpredictable US trade policies are causing overseas investors to feel uneasy, potentially leading to capital outflows from the US [4]