台湾贸易持续繁荣，贸易顺差再创历史新高

关键论点

• 出口增长几乎全部来自机械及电机设备，该类别占9月出口的85.6%。
• DRAM出口因价格上涨同比激增286.3%，而半导体出口同比仅增长46.1%，相对温和。
• 对美出口同比增长106.2%，美国稳居台湾第一大出口市场，与对中国大陆及香港（30.2%）的差距扩大。
• 创纪录顺差与2.7%的通胀为央行12月加息提供充分理由，但距会议仍有一段时间。

对应原文证据

1. Exports comfortably beat expectations in September (market: 46.7%, ING: 46.7%).
2. Export growth has surged as AI-driven demand stays resilient Imports also beat forecasts but trade surplus still hits a new record high Taiwan's imports rose 51.7% YoY in September, up from 44.3% YoY in August and surpassing expectations (market: 44.2%, ING: 44.3%), though less so than exports.
3. Despite the record-breaking trade surpluses and a strong year for the Taiwanese equity market drawing heavy foreign inflows, the Taiwan dollar has not shown the strength that one may expect with these sorts of conditions.