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外資大湧入推高美股 貝萊德：美股短線難捉、長期抱牢龍頭才是王道
Foreign Capital Floods Inboosting US Stocks BlackRock: Difficult to Time Short-Term US Stocks, Holding Market Leaders Long-Term Is the Key
Yahoo Finance | Local Language | News | Nov. 20, 2025 | UndeterminedInvestor Sentiment
The U.S. stock market has sustained a 16-year bull run, supported by a weaker dollar and robust foreign capital inflows. BlackRock Investment Trust emphasizes the difficulty of timing short-term trades amid high volatility and advises investors to focus on holding leading U.S. companies long term. Foreign buying has accelerated following an 8% decline in the dollar index and a 19% pullback in the S&P 500 this year, with cumulative foreign purchases totaling $285 billion in the first half of 2025 and continued strong buying into the fourth quarter, pushing foreign ownership of U.S. stocks above 18%.
Goldman Sachs and BlackRock expect foreign capital inflows to remain a key market driver through 2026 due to stable U.S. stock fundamentals and the strong operating performance of large-cap companies. Despite the long-term bullish outlook, the U.S. market’s elevated valuations and inevitable short-term volatility make precise timing challenging. The S&P 500 has risen nearly ninefold since the global financial crisis, but daily gains occur just over half the time, underscoring short-term unpredictability.
BlackRock’s ETF 009813 concentrates on six major technology giants—Microsoft, Google, Amazon, Meta, Tesla, and Apple—which have shown remarkable revenue momentum driven by AI trends. Long-term investment in such market leaders is preferred over frequent trading, which risks missing major gains and incurs higher costs. These companies have superior brand, technology, size, and resilience to volatility, positioning them well for sustained growth.
Recent U.S. market volatility has impacted Taiwan’s stock market, which suffered significant declines, including a drop of over 691 points on November 18, 2025. Foreign investors have aggressively sold large Taiwanese firms like TSMC, Hon Hai, and Delta, leading to heavy outflows and marking one of the largest single-day sell-offs in Taiwan’s history. Despite this, Taiwan maintains solid fundamentals, with strong corporate earnings and export growth supporting prospects for recovery after consolidation. However, the market faces short-term pressure from external volatility, interest rate uncertainty, and profit-taking in key sectors like memory chips.
Globally, major markets including Europe and Asia have also experienced increased volatility. Investor confidence in a Federal Reserve rate cut in December has diminished, contributing to selling pressure on tech and AI-related stocks. Rising concerns about overvaluation in the AI sector and tariff uncertainties have intensified market fluctuations, prompting risk aversion across stocks and cryptocurrencies.
In Taiwan, ETFs focused on Taiwan equities and technology have seen a surge in unit-holders despite market swings, reflecting investor attempts to capitalize on volatile conditions. BlackRock’s S&P Excellence 50 ETF has attracted growing interest alongside Taiwan-focused active ETFs. Market watchers anticipate Nvidia’s upcoming earnings report as a critical factor that may influence sentiment and stabilize tech stocks.
Overall, foreign investor demand continues to underpin U.S. equities’ long-term strength amid short-term volatility, while Taiwan’s market remains vulnerable to external shocks but is supported by robust domestic fundamentals and sustained corporate profit growth.