The latest assessment shows that the substantial appreciation of the New Taiwan Dollar has significantly impacted financial and export-driven sectors. According to reports from the Taipei foreign exchange market, as of today (5th), the exchange rate for the New Taiwan Dollar against the US Dollar closed at NT$30.145, surging by 9.19 cents with a transaction amount of US$3.387 billion.

The investment community is particularly focused on the market impact of the New Taiwan Dollar's appreciation during the tariff war period. The exchange rate plays a critical role in trade surpluses and deficits. Fubon Investment Consulting has analyzed that with 1% appreciation of the New Taiwan Dollar, Taiwan's stock pre-tax profits could decrease by approximately 0.5%. This trend is expected to adversely affect electronics stocks, as they are heavily reliant on exports.

Fubon points out that for TSMC, the operating profit margin could decline by 0.4% with a 1% appreciation. In terms of OEM/ODM manufacturers, which naturally hedge their receivables and payables, the operating profit margin could be impacted by about 0.2%. Traditional sector stocks will also face disadvantages due to the New Taiwan Dollar's appreciation.

However, the food sector is expected to benefit from the appreciation, as historical data suggests it may generate exchange gains, positively impacting stock prices. Today's trading reflected these insights, with notable declines in financial stocks like Cathay Financial Holding and significant gains in food stocks such as Fushou and others.

In summary, investors are advised to carefully evaluate risks when making decisions and should take full responsibility for their investment outcomes.