在岸人民幣兌美元5月11日16:30收盤報6.7954，較上一交易日上漲63點。

South Korea and Taiwan’s AI-driven semiconductor booms are expected to significantly expand trade surpluses and may force central banks to raise interest rates later this year, according to Goldman Sachs economists led by Andrew Tilton. The bank now forecasts two 25-basis-point hikes in South Korea in the third and fourth quarters, and two 12.5-basis-point increases in Taiwan in the second and fourth quarters. AI-related exports could rise to nearly 30% of Korea’s GDP and above 30% in Taiwan, while non-tech exports remain weak due to regional oversupply and energy shocks. The rapid, uneven growth is also raising policy challenges, even as some analysts, including Morgan Stanley’s Chetan Ahya, point to an emerging Asia-wide industrial super-cycle driven by AI investment.

China’s factory-gate prices rose at the fastest pace since the pandemic, as the Iran war drives up global costs. Producer prices increased 2.8% in April from a year earlier, up from 0.5% in March and above the 1.8% consensus, according to the National Bureau of Statistics. Consumer inflation also rose unexpectedly to 1.2% from 1%. The yuan gained up to 0.2% past 6.8 per dollar, while long-dated bond futures fell. Officials cited higher commodity prices and stronger domestic demand, but weak consumption and rising input costs are squeezing corporate margins, with the purchase price index rising 3.5%, the widest gap with selling prices since August 2024.