台積電能衝上5000元？阮慕驊大膽預言大盤飆5萬點！- 阮慕驊 劉寶傑《寶傑怎麼說》 @TaiwanLBJnews

*This program has no improper financial relationship with the analysts recommending any particular stocks. The information is for reference only; investors should make independent judgments, conduct prudent assessments, and bear their own investment risks. 00:00 *Taiwan Stock Market Rollercoaster: Stock Market Traps Composed of False Information and Research Reports* The Taipei stock market has recently experienced extremely volatile fluctuations. Popular heavyweight stocks have gone from limit up to limit down in just a few days, causing extreme panic among investors. This segment exposes the "ghost stories" prevalent in the stock market and the potential manipulation by some research institutions. It reminds viewers that beneath the surface of record-high revenues, it is essential to establish a set of reliable judgment principles to avoid losing direction amidst market ups and downs. 01:50 *Financial Expert Ruan Muhua's Profit-Making Secrets: The Key to Achieving a Paper Fortune of 50 Million* Financial expert Ruan Muhua shares how he accurately grasped market sentiment and made two reductions in his holdings during the first half of the year's stock market surge of over 60%, converting paper profits into 20 million in tangible assets. He delves into the dialectical relationship between "wealth" stock and "money" flow, emphasizing that investors must know when to withdraw during periods of FOMO (Fear of Missing Out), securing paper wealth to build the ability to rebuild assets. 07:34 *The 80/20 Rule of Stability and Aggressive Investment: Building a Passive Wealth Engine for Automatic Growth* The expert reveals his asset allocation strategy for the first time, using a 2:80 or 3:7 ratio to allocate actively managed funds and long-term fixed-amount funds, creating a "passive engine" to protect wealth. This section explores the appropriate risk levels for different ages, from moderate leverage in youth to preserving profits in old age. Through concrete examples, it illustrates how to channel stock market gains into stable wealth, achieving long-term wealth mobility. 11:34 *Analyzing the Divergence Between Value and Price: Understanding P/E Ratio Valuation Through TSMC and Delta Electronics* Addressing the confusion of strong earnings reports coupled with declining stock prices, this section provides a clear and concise explanation of the relationship between "rolling P/E ratio" and "value investing." Through the examples of Delta Electronics' price falling below its quarterly moving average and TSMC's valuation model, this lesson reveals how market sentiment can cause prices to exceed value. It further analyzes the operational logic of institutional investors rebalancing their assets at the end of the quarter, teaching viewers how to calmly observe data rather than being swayed by crowd sentiment. 16:51 *Correction is the Best Buying Point: Seize the Once-in-a-Century Opportunity Under AI Smart Capitalism* Looking ahead, experts use a "forward-looking price-to-earnings ratio" perspective, believing that the current pullback is a prelude to stronger growth. This is a once-in-a-century AI industry revolution, and Taiwan is at the heart of this transformation. Young people should seize this bull market in smart capitalism, learn to interpret industry trends, and find cheap entry points during corrections to create a historic opportunity for their own turnaround. Financial expert Ruan Muhua 20260709-1 🌍 🌎 🌏 Monday to Friday 21:00, please tune in to 57 EBC Financial News Channel – "Baojie's Military Commentary" Wednesday and Thursday 6 PM, please tune in exclusively to YouTube for "What Baojie Says" 👉Remember to subscribe and turn on notifications🔔→   / @taiwanlbjnews   Joining "Baojie's Military Commentary" is not just about supporting the program, but also about becoming a member of "Liu Baojie's Circle of Friends" 👉   / @taiwanlbjnews   #WhatBaojieSays #TaiwanStocks #TSMC #StockMarket #Stocks #ETFs #Funds #Investment #0050 #OddStocks #RegularAmount #AI #Semiconductors #DeltaPower #TaiwanElectronic #Yageo #P/E Ratio #BullMarket #ForeignInvestment #Buffett #FinancialReport #Ruan Muhua #Liu Baojie