“去美元化”预期升温，亚洲货币掀起涨势

Group 1 - The strengthening of the New Taiwan Dollar and South Korean Won is linked to negotiations with the United States, where these countries may be asked to raise their currency exchange rates [1][3] - The New Taiwan Dollar reached its highest value against the US dollar since 2022, while the South Korean Won also hit a high not seen since October 2024, indicating a significant appreciation trend [3] - The rise in Asian currencies is not solely due to currency appreciation expectations; ongoing de-dollarization since April has also played a crucial role [4] Group 2 - The Hong Kong Monetary Authority intervened in the foreign exchange market for the first time in three and a half years, selling Hong Kong dollars and buying US dollars to manage the appreciation pressure on the Hong Kong dollar [4] - The shift away from the US dollar is prompting global investors to reconsider their investment allocations, leading to a potential trend of capital outflow [5] - The recent appreciation of Asian currencies is influencing the future exchange rate of the Japanese Yen, which has seen fluctuations in response to these changes [7]