随着台积电(TSM.US)失宠，台股遭遇有史以来最严重的外资抛售。根据Bloomberg汇编的数据，截至周三，全球基金在过去12个交易日减持台股，累计净卖出规模达到3910亿新台币(合119亿美元)。占台湾基准股指三分之一以上权重的台积电在此期间股价下跌了近10%，因为外国投资者抛售了1.55亿股台积电股票。

台积电拖累台股走低

随着对芯片行业估值泡沫的担忧加剧，今年全球芯片股的下跌也波及了以科技股为主的台股。曾经青睐人工智能股票的投资者在中国DeepSeek爆火之后变得更加挑剔。

包括Jeremy Chen在内的汇丰控股分析师表示：“虽然人工智能仍然是一股变革力量，但市场波动和不确定性导致投资者更加谨慎。”考虑到这些挑战，“我们将重点转向非技术领域，采取更具防御性的立场。”

作为基准的中国台湾加权指数周四连续第二天上涨，从2月份高点下跌的幅度收窄至约5%。台积电股价也有所反弹，此前美国芯片股隔夜上涨。据报道，台积电已经向英伟达、AMD和博通提出了合作意向，共同投资一家合资企业，以此为主体运营英特尔的晶圆代工厂。

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