讀後心得

U.S. President Trump announced reciprocal tariffs on the 2nd, triggering global turmoil. Taiwan faces the risk of significant declines in its stock and foreign exchange markets, with the market expressing concern over the ability to maintain the 20,000-point threshold. After the Qingming holiday, the Taiwan stock market may encounter strong selling pressure, especially since Trump's tax rate on Taiwan is as high as 32%, exceeding expectations, which will impact investment confidence. Premier Chen Chien-jen reminded that preparations must be made to face the shock, and the National Security Fund is also ready to convene an emergency meeting at any time to respond to market fluctuations. A meeting at the Ministry of Finance will explore stabilization measures to address the challenges brought about by changes in the international political and economic landscape.

The President of the United States announced reciprocal tariffs, triggering a global storm, with Taiwan facing this wave of tariff impact during the Qingming holiday. The stock and foreign exchange markets may face strong selling pressure on the 7th, raising concerns about whether the Taiwan stock market can hold the 20,000-point level. Various financial departments are on high alert, and the National Stabilization Fund will convene an emergency committee if necessary.

After the President of the United States announced tariffs on a global scale, China immediately responded with the same tariff rates, causing U.S. stocks to close sharply down on Friday, marking two consecutive days of losses exceeding 1,500 points, with a total market capitalization loss of approximately $6 trillion. The international stock market also faced a collapse, particularly the technology-dominated Nasdaq index, which has fallen over 20% from its closing high in December 2024, confirming its entry into a bear market.

As Taiwan's stock and foreign exchange markets remained closed for two trading days during the Qingming holiday, significant selling pressure is expected on the following Monday, especially with President Trump's announcement of a 32% tax on Taiwan exceeding market expectations, likely severely denting investor confidence. The Executive Yuan stated, "We must be mentally prepared to face a shock."

The National Stabilization Fund was originally scheduled to hold a regular meeting on April 14, but due to changes in the international political and economic situation, the impact of tariffs has generated particular attention. It is understood that the National Stabilization Fund is closely monitoring changes in domestic and international political and economic circumstances, as well as trading conditions in other regional stock markets during the Taiwan stock market's closure. While a meeting is planned for the 14th, if there are signs of disorder in the capital markets, the National Stabilization Fund may convene an emergency meeting to discuss whether it is necessary to undertake market stabilization-related tasks.

In response to stabilizing the financial market, the Executive Yuan recently held a meeting, inviting representatives from the Central Bank, Financial Supervisory Commission, and Ministry of Finance to report on financial measures. Relevant individuals indicated that the report will analyze the current state of Taiwan's financial system and the characteristics of the Taiwan stock market's correlation with international markets, detailing related measures.

• Trump's 32% reciprocal tariff on Taiwan; government officials dispatched to Washington for negotiations.
• New Taipei City will assist the information and electronics industry in coping with the impact.
• The U.S. Secretary of Commerce stated intentions to relocate semiconductor manufacturing from Taiwan back to the U.S.
• In response to Trump's tariff impacts, a call for a national policy conference has been made.
• Experts highlight that the issue of industrial outflow cannot be underestimated.