【精選】習近平陷入中國原油「斷供大危機」！？煉油廠產能打折「台塑意外起死回生」？ -《寶傑點兵》 劉寶傑 @TaiwanLBJnews

(00:00:00) Formosa Plastics' four major subsidiaries ride the AI ​​wave, their stock prices soar! Not only AI-related, but also a recovery in the petrochemical industry, with the petrochemical sector turning from loss to profit!? Chinese refinery operating rates fall below 70% + Hengli Petrochemical cancels 6 million barrels of crude oil imports, Formosa Plastics' revenue recovers! Formosa Plastics' burden, petrochemical industry, turns around? Middle East conflict, China's lack of cheap oil impacts production capacity, "general-purpose plastics" prices rise! (00:06:37) Wafer cleaning also in short supply! Formosa Plastics' Daikin Electronics' hydrofluoric acid is "PPT grade," Yao: 3,000 swimming pools can only tolerate 1 drop of impurity! From black sludge to 1/1 trillion purity! Formosa Plastics' Daikin relies on its "terrifying storage moat" to seize huge business opportunities in Taiwan's wafer fabs!? (00:09:14) TSMC's massive sell-off: Foreign investors dump NT$177.4 billion worth of shares; Taiwan stock market falls 1000 points but holds above 46,000 – "Crazy wash-out" – is the bull market still intact? Taiwan stock market falls 1000 points! Foreign investors ruthlessly withdraw NT$92.8 billion from TSMC… Micron's earnings report today? Wang: A leading indicator for AI! Foreign investors ruthlessly dump a record NT$177.4 billion in a single day – "Crazy wash-out"? Wang: Funds are taking profits at high levels but haven't exited yet! Taiwan stock market plunges 1300 points intraday… Is the pullback an opportunity, not a crisis? Wang: Funds are shifting to "low-priced, transformation" stocks! Formosa Plastics Group's four companies' ex-dividend show ignites the Taiwan stock market… Wang: Traditional industries become a safe haven, panel manufacturers' "transformation" is making a major revival!? IC design "bull run" ferments… Themes and funds rotate? Wang: "Epson and Phison" are favored by funds and turn positive intraday! Heavyweight stocks saw a surge in buy orders and withdrawals at the close... wiping out leveraged investors? Wang: Cutting margin financing and waiting for the two major US IPOs to reach $50,000 in H2! (00:18:17) Nan Ya Plastics is no longer just a typical petrochemical stock!? PCB vertically integrated manufacturer's Q1 EPS reaches 1.8. Wang Rongxu: The hidden champion of AI! The strongest among Formosa Plastics' four giants! Nan Ya Plastics' estimated EPS this year is NT$10. In addition to electronic materials revenue, it has also invested in Nan Ya Technology and Nan Ya Electric! (00:21:27) Formosa Plastics' "Linyuan Old Factory" makes a splendid transformation into the AI ​​industry chain... "Tank trucks go directly into the cleanroom" to wash wafers without relying on Japan! Formosa Plastics' high-purity isopropyl alcohol strictly adheres to "dust-free entry and exit." Yao: Drivers and vehicles must be on a dedicated "whitelist"! (00:27:55) NVIDIA's anchoring in Taiwan creates a "magnetic effect"! Yao: The "winding road" that Formosa Plastics looked down on has become the key to its turnaround!? SpaceX plans an IPO with a valuation as high as $1.75 trillion; Taiwanese low-Earth orbit satellite concept stocks "follow suit" and rise! 20260703-2, 20260701-2, 20260624-1, 20260615-3, 20260415-2, 20260414-3 🌍 🌎 🌏 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