Market concerns about the development of the AI industry hit US stocks last Friday. The Philadelphia Semiconductor Index fell for 8 consecutive days, and the Bloomberg Dollar Index also fell. Taiwan stocks regained their decline to a one-month low on Monday, and the Taiwan dollar fell back under pressure to around 32.53, the weakest level since April 2025. In the short term, we will continue to monitor the trend of foreign investors selling stocks last week. However, analysts said that fundamental factors will help the Taiwan dollar to rebound before the end of the year.

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