---
title: "人工智能推動的芯片需求帶動台灣和韓國市場的激增"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286029108.md"
description: "由人工智能驅動的芯片需求使得台灣和韓國的股市創下歷史新高，顯著推動了出口和經濟增長。自三月以來，新興市場的股票和債券出現了急劇反彈，投資者的樂觀情緒上升，利差收窄至多年低點。然而，油價上漲、潛在的美聯儲利率變化以及通脹壓力等風險可能威脅到這一由人工智能推動的新興市場反彈"
datetime: "2026-05-12T03:23:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286029108.md)
  - [en](https://longbridge.com/en/news/286029108.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286029108.md)
---

# 人工智能推動的芯片需求帶動台灣和韓國市場的激增

Chip demand surge: Taiwan and South Korea stocks hit record highs as AI drives unprecedented semiconductor demand, boosting exports and economic growth. Global investor impact: Emerging market equities and bonds have rebounded sharply since March, with spreads tightening to multi-year lows and investor optimism high. Risks on horizon: Rising oil prices, potential Fed rate changes, and inflation pressures could derail the AI-driven rally in emerging markets.

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