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2021-05-13

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Tech Wreck Goes Global - Taiwan Stocks Trounced In Biggest Crash In 54 Year History<blockquote>科技灾难席卷全球——台湾股市遭遇54年历史上最大崩盘</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":191958098,"tweetId":"191958098","gmtCreate":1620836081514,"gmtModify":1634195942032,"author":{"id":3578802070336057,"idStr":"3578802070336057","authorId":3578802070336057,"authorIdStr":"3578802070336057","name":"3cc96476","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Like and comment!&nbsp;</body></html>","htmlText":"<html><head></head><body>Like and comment!&nbsp;</body></html>","text":"Like and comment!","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/191958098","repostId":1161260146,"repostType":4,"repost":{"id":"1161260146","kind":"news","pubTimestamp":1620825624,"share":"https://www.laohu8.com/m/news/1161260146?lang=zh_CN&edition=full","pubTime":"2021-05-12 21:20","market":"us","language":"en","title":"Tech Wreck Goes Global - Taiwan Stocks Trounced In Biggest Crash In 54 Year History<blockquote>科技灾难席卷全球——台湾股市遭遇54年历史上最大崩盘</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161260146","media":"zerohedge","summary":"Just when you thought it was safe to BTFD in tech stocks (after yesterday's \"do you believe in mirac","content":"Just when you thought it was safe to BTFD in tech stocks (after yesterday's \"do you believe in miracles\" rebound in US equity markets),the tech-heavy $2 trillion market cap Taiwan Stock Exchange Index crashed almost 9% overnight - its largest single-day drop in the exchange's 54-year history.<blockquote>就在你认为科技股BTFD是安全的时候（在昨天美国股市“你相信奇迹吗”反弹之后），以科技股为主、市值2万亿美元的台湾证券交易所指数隔夜暴跌近9%，这是该交易所54年历史上最大的单日跌幅。</blockquote> <img src=\"https://static.tigerbbs.com/2742bb1e0b48ba2c069c09746c47329e\" tg-width=\"936\" tg-height=\"496\"><blockquote></blockquote> The deepening&nbsp;slump&nbsp;in global tech shares was clearly a focus for traders given the Taiwanese market is dominated by the industry, but, as Bloomberg notes,the swiftness of the plunge that followed suggests bigger forces were at play. For months, bull market skeptics around the world have warned that surging leverage is making equity markets riskier (e.g., US margin debt topped $822 billion by the end of March, up 72% year on year). And, as Bloomberg reports, on a smaller scale, the same happened in Taiwan.<blockquote>鉴于台湾市场由该行业主导，全球科技股的进一步暴跌显然是交易员关注的焦点，但是，正如彭博社指出的那样，随后暴跌的速度表明有更大的力量在起作用几个月来，世界各地的牛市怀疑论者一直警告称，杠杆率飙升正在使股市风险加大（例如，截至3月底，美国保证金债务突破8220亿美元，同比增长72%）。据彭博社报道，在较小的范围内，同样的事情也发生在台湾。</blockquote> Amid global central bank-backed complacency, investors took on increasing amounts of leverage.<blockquote>在全球央行支持的自满情绪中，投资者承担了越来越多的杠杆。</blockquote> The result was a 46% expansion in&nbsp;margin debt&nbsp;this year to about NT$274 billion ($9.8 billion) two weeks ago, the highest since 2011.<blockquote>结果是，两周前，保证金债务今年扩大了46%，达到约2740亿新台币（合98亿美元），为2011年以来的最高水平。</blockquote> By comparison, the Taiwan benchmark was up just 19% in that period, an indication thatpeople were taking out loans faster than stocks were appreciating.<blockquote>相比之下，台湾基准指数同期仅上涨19%，这表明人们贷款的速度快于股票升值的速度.</blockquote> “Taiwan’s Taiex fell about 8% at one point, and with TSMC, which has the biggest weighting on the measure, slumping, the chips sector in Japan is being impacted,” said Ryuta Otsuka, a strategist at Toyo Securities in Tokyo. “For now, I’m not seeing a trigger that could reverse the drop.” There were also some fundamentals behind the collapse includingfears over a reacceleration in COVID-19 cases.<blockquote>“台湾Taiex一度下跌约8%，而在该指标上权重最大的台积电股价暴跌，日本芯片行业正在受到影响，”东洋证券驻东京策略师Ryuta Otsuka表示。“目前，我没有看到可以扭转跌势的触发因素。”崩溃背后还有一些基本面因素，包括担心COVID-19病例再次增加.</blockquote> <img src=\"https://static.tigerbbs.com/3c77162e8ef51da4871b818e262fd53b\" tg-width=\"936\" tg-height=\"494\"><blockquote></blockquote> Source: Bloomberg<blockquote>资料来源：彭博社</blockquote> This has sparked a rapid escalation of restrictions potentially on the island where almost no one is vaccinated, as Liberty Times reports,Taiwan may elevate its alert level further today with the government likely to ban indoor gatherings of over five people and outdoor gatherings of more than 10 people, and it mayrequest non-essential businesses to close their doors.<blockquote>据《自由时报》报道，这可能会在几乎没有人接种疫苗的岛上引发限制迅速升级，台湾今天可能会进一步提高警戒级别，政府可能会禁止5人以上的室内聚会和10人以上的室外聚会，而且它可能要求非必要商家关门歇业.</blockquote> Gains on Taiex extended this year as the pandemic created a shortage of chips, with the index rising for seven straight months through April, until the reality of inflationary threats and over-leverage hit home in a big way last night.<blockquote>由于疫情造成筹码短缺，今年Taiex的涨幅有所扩大，截至4月份，该指数连续七个月上涨，直到昨晚通胀威胁和过度杠杆的现实严重打击。</blockquote> “Margin trading boosted the Taiex over the past few months, which may add to declines if they face margin calls,”said MasterLink Securities Investment Advisory President Paul Cheng. And as the wave of deleveraging rolls back around the world, Nasdaq futures are giving back yesterday's dead-cat-bounce gains...<blockquote>“过去几个月，保证金交易提振了Taiex，如果面临保证金评级，这可能会加剧跌幅。”万事通证券投资顾问总裁Paul Cheng表示。随着去杠杆化浪潮在全球范围内消退，纳斯达克期货正在回吐昨天的死猫反弹涨幅……</blockquote> <img src=\"https://static.tigerbbs.com/dc8f07bb57012a5432267aebb1faf55c\" tg-width=\"1280\" tg-height=\"777\"><blockquote></blockquote> As the Taiex tumbled on Tuesday, the level of margin debt fell by NT$12.6 billion, the most since October 2018.That suggests traders faced margin calls by brokers to cover losses in their stock accounts... will we see the same in the US today?<blockquote>随着周二Taiex暴跌，保证金债务水平下降了126亿新台币，为2018年10月以来最大。这表明交易员面临经纪商的保证金评级，以弥补其股票账户的损失...我们今天会在美国看到同样的情况吗？</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech Wreck Goes Global - Taiwan Stocks Trounced In Biggest Crash In 54 Year History<blockquote>科技灾难席卷全球——台湾股市遭遇54年历史上最大崩盘</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTech Wreck Goes Global - Taiwan Stocks Trounced In Biggest Crash In 54 Year History<blockquote>科技灾难席卷全球——台湾股市遭遇54年历史上最大崩盘</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nzerohedge2021-05-12 21:20\n\n</h4>\n</header>\n<article>\nJust when you thought it was safe to BTFD in tech stocks (after yesterday's \"do you believe in miracles\" rebound in US equity markets),the tech-heavy $2 trillion market cap Taiwan Stock Exchange Index crashed almost 9% overnight - its largest single-day drop in the exchange's 54-year history.<blockquote>就在你认为科技股BTFD是安全的时候（在昨天美国股市“你相信奇迹吗”反弹之后），以科技股为主、市值2万亿美元的台湾证券交易所指数隔夜暴跌近9%，这是该交易所54年历史上最大的单日跌幅。</blockquote> <img src=\"https://static.tigerbbs.com/2742bb1e0b48ba2c069c09746c47329e\" tg-width=\"936\" tg-height=\"496\"><blockquote></blockquote> The deepening&nbsp;slump&nbsp;in global tech shares was clearly a focus for traders given the Taiwanese market is dominated by the industry, but, as Bloomberg notes,the swiftness of the plunge that followed suggests bigger forces were at play. For months, bull market skeptics around the world have warned that surging leverage is making equity markets riskier (e.g., US margin debt topped $822 billion by the end of March, up 72% year on year). And, as Bloomberg reports, on a smaller scale, the same happened in Taiwan.<blockquote>鉴于台湾市场由该行业主导，全球科技股的进一步暴跌显然是交易员关注的焦点，但是，正如彭博社指出的那样，随后暴跌的速度表明有更大的力量在起作用几个月来，世界各地的牛市怀疑论者一直警告称，杠杆率飙升正在使股市风险加大（例如，截至3月底，美国保证金债务突破8220亿美元，同比增长72%）。据彭博社报道，在较小的范围内，同样的事情也发生在台湾。</blockquote> Amid global central bank-backed complacency, investors took on increasing amounts of leverage.<blockquote>在全球央行支持的自满情绪中，投资者承担了越来越多的杠杆。</blockquote> The result was a 46% expansion in&nbsp;margin debt&nbsp;this year to about NT$274 billion ($9.8 billion) two weeks ago, the highest since 2011.<blockquote>结果是，两周前，保证金债务今年扩大了46%，达到约2740亿新台币（合98亿美元），为2011年以来的最高水平。</blockquote> By comparison, the Taiwan benchmark was up just 19% in that period, an indication thatpeople were taking out loans faster than stocks were appreciating.<blockquote>相比之下，台湾基准指数同期仅上涨19%，这表明人们贷款的速度快于股票升值的速度.</blockquote> “Taiwan’s Taiex fell about 8% at one point, and with TSMC, which has the biggest weighting on the measure, slumping, the chips sector in Japan is being impacted,” said Ryuta Otsuka, a strategist at Toyo Securities in Tokyo. “For now, I’m not seeing a trigger that could reverse the drop.” There were also some fundamentals behind the collapse includingfears over a reacceleration in COVID-19 cases.<blockquote>“台湾Taiex一度下跌约8%，而在该指标上权重最大的台积电股价暴跌，日本芯片行业正在受到影响，”东洋证券驻东京策略师Ryuta Otsuka表示。“目前，我没有看到可以扭转跌势的触发因素。”崩溃背后还有一些基本面因素，包括担心COVID-19病例再次增加.</blockquote> <img src=\"https://static.tigerbbs.com/3c77162e8ef51da4871b818e262fd53b\" tg-width=\"936\" tg-height=\"494\"><blockquote></blockquote> Source: Bloomberg<blockquote>资料来源：彭博社</blockquote> This has sparked a rapid escalation of restrictions potentially on the island where almost no one is vaccinated, as Liberty Times reports,Taiwan may elevate its alert level further today with the government likely to ban indoor gatherings of over five people and outdoor gatherings of more than 10 people, and it mayrequest non-essential businesses to close their doors.<blockquote>据《自由时报》报道，这可能会在几乎没有人接种疫苗的岛上引发限制迅速升级，台湾今天可能会进一步提高警戒级别，政府可能会禁止5人以上的室内聚会和10人以上的室外聚会，而且它可能要求非必要商家关门歇业.</blockquote> Gains on Taiex extended this year as the pandemic created a shortage of chips, with the index rising for seven straight months through April, until the reality of inflationary threats and over-leverage hit home in a big way last night.<blockquote>由于疫情造成筹码短缺，今年Taiex的涨幅有所扩大，截至4月份，该指数连续七个月上涨，直到昨晚通胀威胁和过度杠杆的现实严重打击。</blockquote> “Margin trading boosted the Taiex over the past few months, which may add to declines if they face margin calls,”said MasterLink Securities Investment Advisory President Paul Cheng. And as the wave of deleveraging rolls back around the world, Nasdaq futures are giving back yesterday's dead-cat-bounce gains...<blockquote>“过去几个月，保证金交易提振了Taiex，如果面临保证金评级，这可能会加剧跌幅。”万事通证券投资顾问总裁Paul Cheng表示。随着去杠杆化浪潮在全球范围内消退，纳斯达克期货正在回吐昨天的死猫反弹涨幅……</blockquote> <img src=\"https://static.tigerbbs.com/dc8f07bb57012a5432267aebb1faf55c\" tg-width=\"1280\" tg-height=\"777\"><blockquote></blockquote> As the Taiex tumbled on Tuesday, the level of margin debt fell by NT$12.6 billion, the most since October 2018.That suggests traders faced margin calls by brokers to cover losses in their stock accounts... will we see the same in the US today?<blockquote>随着周二Taiex暴跌，保证金债务水平下降了126亿新台币，为2018年10月以来最大。这表明交易员面临经纪商的保证金评级，以弥补其股票账户的损失...我们今天会在美国看到同样的情况吗？</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.zerohedge.com/markets/tech-wreck-goes-global-taiwan-stocks-trounced-biggest-crash-54-year-history?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zerohedge.com/markets/tech-wreck-goes-global-taiwan-stocks-trounced-biggest-crash-54-year-history?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161260146","content_text":"Just when you thought it was safe to BTFD in tech stocks (after yesterday's \"do you believe in miracles\" rebound in US equity markets),the tech-heavy $2 trillion market cap Taiwan Stock Exchange Index crashed almost 9% overnight - its largest single-day drop in the exchange's 54-year history.\n\nThe deepening slump in global tech shares was clearly a focus for traders given the Taiwanese market is dominated by the industry, but, as Bloomberg notes,the swiftness of the plunge that followed suggests bigger forces were at play. For months, bull market skeptics around the world have warned that surging leverage is making equity markets riskier (e.g., US margin debt topped $822 billion by the end of March, up 72% year on year). And, as Bloomberg reports, on a smaller scale, the same happened in Taiwan.\nAmid global central bank-backed complacency, investors took on increasing amounts of leverage.\nThe result was a 46% expansion in margin debt this year to about NT$274 billion ($9.8 billion) two weeks ago, the highest since 2011.\nBy comparison, the Taiwan benchmark was up just 19% in that period, an indication thatpeople were taking out loans faster than stocks were appreciating.\n\n “Taiwan’s Taiex fell about 8% at one point, and with TSMC, which has the biggest weighting on the measure, slumping,\n the chips sector in Japan is being impacted,” said Ryuta Otsuka, a strategist at Toyo Securities in Tokyo.\n “For now, I’m not seeing a trigger that could reverse the drop.”\n\nThere were also some fundamentals behind the collapse includingfears over a reacceleration in COVID-19 cases.\n\nSource: Bloomberg\nThis has sparked a rapid escalation of restrictions potentially on the island where almost no one is vaccinated, as Liberty Times reports,Taiwan may elevate its alert level further today with the government likely to ban indoor gatherings of over five people and outdoor gatherings of more than 10 people, and it mayrequest non-essential businesses to close their doors.\nGains on Taiex extended this year as the pandemic created a shortage of chips, with the index rising for seven straight months through April, until the reality of inflationary threats and over-leverage hit home in a big way last night.\n\n“Margin trading boosted the Taiex over the past few months, which may add to declines if they face margin calls,”said MasterLink Securities Investment Advisory President Paul Cheng.\n\nAnd as the wave of deleveraging rolls back around the world, Nasdaq futures are giving back yesterday's dead-cat-bounce gains...\n\nAs the Taiex tumbled on Tuesday, the level of margin debt fell by NT$12.6 billion, the most since October 2018.That suggests traders faced margin calls by brokers to cover losses in their stock accounts... will we see the same in the US today?","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":227,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":15,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/191958098"}