【精選】台灣迎來第二次經濟奇蹟「GDP衝11%」！？專家示警「靠攏美日才是活路」：再掛鉤中國必被拖下水！ -《寶傑怎麼說》 劉寶傑
寶傑點兵／寶傑怎麼說
39,422 views
(00:00:00) The Second Economic Miracle Unfolds: Taiwan's Industrial Growth Rises to New Heights by Aligning with US-Japan AI Supply Chains
With the global AI industrial revolution surging forward, Taiwan is leveraging its strong technological momentum to achieve double-digit economic growth, gradually realizing what is hailed as the "Second Taiwan Economic Miracle."
Historical data shows that in the past, when cross-strait exchanges were close, Taiwan faced the hidden danger of having its capital and technology drained. Now, by choosing deep alliances with advanced countries such as the US and Japan, it has not only successfully introduced highly complementary technologies but also mutually benefited from the US in the key semiconductor industry, boosting its own competitiveness.
(00:12:06) The Ultimate Question Under the AI Wave: Is NVIDIA's Financial Guarantee a Necessity or a Bubble Catalyst?
Despite TSMC's extremely strong July financial report, its stock price and NVIDIA's stock price weakened and declined due to market doubts. The key issue lies in NVIDIA's provision of substantial financial guarantees to customers such as OpenAI, helping them bear the leasing risks of computing centers. This has led to strong external skepticism about whether the current AI craze is driven by genuine market demand or is merely a mirage propped up by financing tactics.
(00:14:14) Wall Street's Conspiracy to Suppress Purchases? Wu Jialong's In-Depth Analysis of the Financing Logic of the AI Industry Revolution
Economist Wu Jialong and host Liu Baojie point out that Nvidia's choice to provide debt financing guarantees actually represents both parties' strong confidence in the future business prospects, hence their willingness to pay interest rather than dilute equity. Wall Street's deliberate use of "financing concerns" to amplify negative news is actually a deliberate tactic employed by sovereign wealth funds to suppress prices and build positions at low points. Looking back at the development history of Amazon and Cisco, only after navigating the current reasonable consolidation and the future bursting of the bubble can the AI revolution usher in its true golden age.
(00:30:36) Capital Flows Back: Did Buffett Misjudge TSMC? Unveiling the Truth Behind Trillions in Foreign Investment Trading Volume
Even though Warren Buffett once sold TSMC shares due to geopolitical risks, the recent surge in daily trading volume in the Taiwan stock market, exceeding one trillion NT dollars, indicates that global funds are repositioning themselves in Taiwan on an unprecedented scale.
Experts analyze that this momentum represents a fundamental shift in foreign investors' perception of Taiwan's geopolitical position. Taiwan has transformed from a "war-torn" region into an indispensable golden center for the global chip and AI supply chain.
(00:34:03) Taiwan Stock Market Challenges 100,000 Points: TSMC's Global Capacity Expansion and Unreplicable Semiconductor Pricing Power
With TSMC's large-scale capacity expansion globally, including in Kumamoto, Japan; Dresden, Germany; and the United States, its profitability is expected to surge from NT$66 per share to over NT$200, driving the market index towards the long-term vision of challenging 50,000 or even 100,000 points.
TSMC has demonstrated a gross profit margin exceeding 60%, a rarity in the manufacturing industry, along with strong bargaining power. By squeezing out competitors and passing on costs to customers, it has established its unparalleled global semiconductor dominance.
August 25, 2026; August 11, 2026; June 16, 2026
🌍 🌎 🌏
Monday to Friday at 21:00, please tune in to 57 ETTV Financial News Channel – "Bao Jie's Military Commentary"
Wednesday and Thursday at 6 PM, please tune in exclusively to YouTube for "What Bao Jie Says"
👉Remember to subscribe and turn on notifications🔔→@taiwanlbjnews Join "Bao Jie's Military Commentary" as a member, not only to support the program but also to become a member of "Liu Bao Jie's Circle of Friends"
👉@taiwanlbjnews
#LiuBaoJie #BaoJie'sMilitaryCommentary #WhatBaoJie Says
13 Comments
單單台灣內部市場從服裝生產到家電
日常生活用品都是中國製，這也是不爭的事實。
高科技雖然綁定美國
次級中下游廠PCB載板與被動元件等ic設計和記憶體與機台生產，受惠於中共國（低成本）其實也不輸晶片獲利，
只能說中共國餓不死還一樣「狠賺」。
👉電動車在歐洲市場依然銷售得動。
@shidongxu3410 白九痴。
【精選】台灣迎來第二次經濟奇蹟「GDP衝11%」！？專家示警「靠攏美日才是活路」：再掛鉤中國必被拖下水！ -《寶傑怎麼說》 劉寶傑
寶傑點兵／寶傑怎麼說
39,422 views
(00:00:00) The Second Economic Miracle Unfolds: Taiwan's Industrial Growth Rises to New Heights by Aligning with US-Japan AI Supply Chains
With the global AI industrial revolution surging forward, Taiwan is leveraging its strong technological momentum to achieve double-digit economic growth, gradually realizing what is hailed as the "Second Taiwan Economic Miracle."
Historical data shows that in the past, when cross-strait exchanges were close, Taiwan faced the hidden danger of having its capital and technology drained. Now, by choosing deep alliances with advanced countries such as the US and Japan, it has not only successfully introduced highly complementary technologies but also mutually benefited from the US in the key semiconductor industry, boosting its own competitiveness.
(00:12:06) The Ultimate Question Under the AI Wave: Is NVIDIA's Financial Guarantee a Necessity or a Bubble Catalyst?
Despite TSMC's extremely strong July financial report, its stock price and NVIDIA's stock price weakened and declined due to market doubts. The key issue lies in NVIDIA's provision of substantial financial guarantees to customers such as OpenAI, helping them bear the leasing risks of computing centers. This has led to strong external skepticism about whether the current AI craze is driven by genuine market demand or is merely a mirage propped up by financing tactics.
(00:14:14) Wall Street's Conspiracy to Suppress Purchases? Wu Jialong's In-Depth Analysis of the Financing Logic of the AI Industry Revolution
Economist Wu Jialong and host Liu Baojie point out that Nvidia's choice to provide debt financing guarantees actually represents both parties' strong confidence in the future business prospects, hence their willingness to pay interest rather than dilute equity. Wall Street's deliberate use of "financing concerns" to amplify negative news is actually a deliberate tactic employed by sovereign wealth funds to suppress prices and build positions at low points. Looking back at the development history of Amazon and Cisco, only after navigating the current reasonable consolidation and the future bursting of the bubble can the AI revolution usher in its true golden age.
(00:30:36) Capital Flows Back: Did Buffett Misjudge TSMC? Unveiling the Truth Behind Trillions in Foreign Investment Trading Volume
Even though Warren Buffett once sold TSMC shares due to geopolitical risks, the recent surge in daily trading volume in the Taiwan stock market, exceeding one trillion NT dollars, indicates that global funds are repositioning themselves in Taiwan on an unprecedented scale.
Experts analyze that this momentum represents a fundamental shift in foreign investors' perception of Taiwan's geopolitical position. Taiwan has transformed from a "war-torn" region into an indispensable golden center for the global chip and AI supply chain.
(00:34:03) Taiwan Stock Market Challenges 100,000 Points: TSMC's Global Capacity Expansion and Unreplicable Semiconductor Pricing Power
With TSMC's large-scale capacity expansion globally, including in Kumamoto, Japan; Dresden, Germany; and the United States, its profitability is expected to surge from NT$66 per share to over NT$200, driving the market index towards the long-term vision of challenging 50,000 or even 100,000 points.
TSMC has demonstrated a gross profit margin exceeding 60%, a rarity in the manufacturing industry, along with strong bargaining power. By squeezing out competitors and passing on costs to customers, it has established its unparalleled global semiconductor dominance.
August 25, 2026; August 11, 2026; June 16, 2026
🌍 🌎 🌏
Monday to Friday at 21:00, please tune in to 57 ETTV Financial News Channel – "Bao Jie's Military Commentary"
Wednesday and Thursday at 6 PM, please tune in exclusively to YouTube for "What Bao Jie Says"
👉Remember to subscribe and turn on notifications🔔→@taiwanlbjnews Join "Bao Jie's Military Commentary" as a member, not only to support the program but also to become a member of "Liu Bao Jie's Circle of Friends"
👉@taiwanlbjnews
#LiuBaoJie #BaoJie'sMilitaryCommentary #WhatBaoJie Says