【精選】蘋果印度廠慘遭駭！iPhone18底牌全洩中國 美科技股「被低估王牌」飆漲113%展世紀復仇！ 《寶傑點兵》 劉寶傑@TaiwanLBJnews

(00:00:00) US and Taiwan funds migrate simultaneously from tech stocks to traditional industries; AI bubble concerns? Wang: No need to worry as monthly moving averages haven't been broken! Dow Jones and Coca-Cola hit new highs! Taiwanese stocks see a rare dominance of traditional industry stocks… US funds simultaneously adopt a defensive strategy! US cybersecurity stocks Palo Alto and Crowdstrike hit new highs; Taiwan follows suit. Wistron, Molybdenum, and Zero One are worth watching! Wistron's IC design services, Zero One's AI applications, and Molybdenum's entry into silicon photonics. Wang: Cybersecurity and networking stocks have very low P/E ratios! (00:08:25) Google and Nvidia battle for global market capitalization; "King becomes third"; Cook realizes he can't do without TSMC after two cups of coffee! Google's 10 years of hard work on TPUs usher in an AI monetization boom! Apple goes from "King" to third… Taiwanese companies reap huge profits! The epic battle between Google and Nvidia sounds alarm bells for Apple's potential supply chain disruptions; Cook frantically seeks orders from Samsung and Intel but can only sigh… Cook complains about supply difficulties and wants to switch suppliers? He desperately seeks orders from Samsung and Intel but can't secure a single one! Cook "meets with Samsung in Texas for coffee," engineers are shocked by the technology; Huang: "No way" to replace TSMC! McKinsey reveals TSMC's stock price will triple by 2030… Huang: Cook is "too stingy"… How can he be flexible with Nvidia!? Lab data looks promising, but the yield is disappointing! TSMC's "four advantages" leave Samsung and Intel far behind! AI will make a lot of money! The battle between Nvidia and Google for "global market capitalization king" has given Cook "Apple supply chain disruption" anxiety? Cook tries to save costs by bringing in Chinese companies and cutting Taiwanese manufacturers; Zhang: Today, "three TSMCs" are saving Taiwan… Taiwanese manufacturers are all "Taiwan Optoelectronics"! Taiwan Semiconductor also experienced the "Apple growing pains"! Back then, a closed-door meeting forced a price reduction, and the chairman refused, causing orders to plummet to zero...!? Taiwan Semiconductor suffered a worst, with orders reduced to only NT$5! Zhang: Rejecting Apple's "price pressure" and directly abandoning orders... Hard power made Apple return and beg for more orders. In the AI ​​era, Taiwanese manufacturers are no longer "Apple-centric"! Zhang: Google and Nvidia are battling it out... "Market Technologies" will become a mini-TSMC! TSMC's accelerated "global expansion" still can't fill the bottomless pit of AI... Wang: "World Advanced Semiconductor" becomes the winner in overflow orders! AI orders are booming, and "mature processes" are also recovering. Wang: "World Advanced Semiconductor" went from "marginalized" to a dark horse, perfectly dividing its work with TSMC! World Advanced Semiconductor's P/E ratio skyrocketed from 10 to 40! Wang Rongxu: In the AI ​​era, there's no need to "compete on price" with China anymore!? In the AI ​​era, with the simultaneous rise of "CPUs" and "GPUs," who will dominate? Zhou Jiahe: The "PCB" group has been battling with major manufacturers for nearly 40 years! Motherboard giants transform into "AI server rack" behemoths!? Zhou: Gigabyte possesses a secret weapon, "GIGABYTE Technology," with EPS expected to reach NT$30!? (00:33:05) Micron's stock price soars, "5 major semiconductor equipment manufacturers follow suit"... Taiwan stock market welcomes a dream market of "Taiwan-US linkage"!? ASML, Applied Materials, KLA-Tex, and Colin Semiconductor are experiencing a "Davis Double Play." Wang: US and Taiwan equipment stocks will perform well until next year! Equipment stocks are not limited to "Han Tang," a top-tier stock worth investing in?! Wang: "Qianfu" semiconductor equipment accounts for nearly 70% of its revenue! Wang: Qianfu enters the equipment market with "vacuum chambers," FOPLP... After consolidation, the stock price is likely to surge to new highs! 🌍 🌎 🌏 20260703-1, 20260506-1, 20260625-2 #LiuBaojie #Baojie'sCommands #WhatBaojieSays #TaiwanStocks #TSMC #Drone #MOSFET #PassiveComponents #TaiwanPower #NanfangPower #Hanxiang #ThunderTiger #Boda #Lianya #Cybersecurity #SiliconPhotonics #SingaporeFiber #AIConceptStocks 【EBC ETtoday 24-Hour Live Broadcast】Click here:    • 【看盤不中斷】EBC東森財經股市24小時直播｜Taiwan EBC Financia...   Uninterrupted market monitoring! Like and share with friends and family who want to learn about investment and financial management! 🔔Don't forget to turn on notifications🔔