【精選】黃仁勳親口霸氣認證：「AI生態系起點就在臺灣」！從代工→規則制定者「狂吞1.9兆商機大餅」！？ -《寶傑點兵》 劉寶傑 @TaiwanLBJnews

(00:00:00) Jensen Huang's "Hello everyone" at GTC sends Taiwan's stock market soaring over 1000 points. Only Taiwan has the "AI complete meal"... China and South Korea are left speechless!? Jensen Huang's GTC speech announces Taiwan's supply chain is breaking free from OEM manufacturing and "30-40%" dependence! Transforming into an "AI solution provider"! Jensen Huang's "Hello everyone" at GTC sends Taiwan's stock market soaring over 1000 points. Only Taiwan has the "AI complete meal"... China and South Korea are left speechless!? MediaTek's stock price surges with just one sentence! Jensen Huang's AI empire "cannot do without Taiwan." Huang: Unprecedented launch of a "new PC" in Taiwan! Jensen Huang builds an ecosystem... GTC "backdrop" becomes an investment guide? Huang: AI PC specifications are defined by hundreds of Taiwanese manufacturers! Taiwan's supply chain becomes Nvidia's most important backing. Huang: From computing to robotics, "upstream and downstream coverage" is something South Korea can't do!? From Traditional Notebook PCs to AI Servers: Huang: Seamless Integration of Taiwanese Assembly and Branding from Wintel to "Win Nvidia"! Can't wait for Huang Renxun's meeting in South Korea this Thursday? Samsung and SK Hynix executives hold secret meetings in Taiwan. Huang: Taiwan becomes the heart of AI! Nvidia's "AI PC" not only redefines the PC…but also ignites the Taiwan stock market! Huang: Let's plan for a leap forward together at the "Trillion-Dollar Banquet"! (00:09:36) Only Taiwanese manufacturers can "operate in multiple domains" with Vera Rubin…Huang Renxun's AI fantasy…it can't be performed without Taiwan!? Huang Renxun becomes the "AI fortune teller," making accurate predictions…what he says comes true! Treating his "visit to Taiwan" like a kitchen tour…not just to lock in production capacity? Nvidia Vera Rubin's "three-no" design is entirely realized by Taiwanese manufacturers! Zhang: The "institutionalization" of modules cannot be compromised! Taiwan becomes Huang Renxun's "AI multi-domain operation" base! Zhang: The World's "Only" Can Meet Hell-Level Yield and Mass Production Requirements! Hundreds of Manufacturers Collaborate on a Single Server Rack! Zhang: Taiwan is the Only Place in the World That Can Provide NVIDIA with "Highly Customized" Solutions!? (00:17:24) Morgan Stanley AI Summit Debuts in Taipei: 600 Traders, 85 Companies, 500 Closed-Door Meetings…Taiwanese Companies Make a Stunning Transformation! Morgan Stanley Praises Complete AI Supply Chain… Guiding Global Investors to the Stage; TSMC's 30x P/E Ratio is Reasonable! Heat Dissipation, Packaging, Servers…Taiwanese Chain Holds the Power of Life and Death in AI Implementation; "An Inescapable Hub"—Foreign Investors Visit Taiwan! Taiwan is Booming! AI Helps Taiwan's Industries Escape the Economic Cycle, Moving from a 30% to a 40% Growth Rate; Huang: Foreign Investors Rush to Position Themselves!? From Overseas Roadshows to Top Investors Bringing Money In; Huang: Taiwan Stock Market Faces a Moment of "Revaluation and Repositioning"! AI's brain is only in Silicon Valley... its "heart and nervous system" are all in Taiwan. Huang: Nvidia's move to Taiwan has even made South Korean media jealous! From Middle Eastern tycoons to top global investment managers... a series of "closed-door meetings" have made Taiwan a global capital center! (00:24:44) Huang Renxun: "150 Taiwanese blockchain companies will be very busy in the second half of the year." From billion-dollar Su Li-feng to trillion-dollar Rubin, Taiwan stocks are soaring to 43,000! From billions to trillions of dollars, AI dividends are spreading. Huang Renxun ignites "150 Taiwanese companies will be very busy," a Taiwan stock market frenzy! AI funds are going crazy... 51 thousand-dollar stocks in Taiwan, 127 of which hit the daily limit. Zhang: Darts can be thrown at will and hit "limit-up stocks"! Foreign "prodigals" return, buying over 185 billion in three trading days! Zhang: Only allowed to rise, "short-selling ETFs" are ordered to delist! Su Li-feng ignites the AI ​​torch, Huang Renxun takes the baton to "pour oil"! Zhang: Vera Rubin is showering us with trillions of dollars in cash! Huang Renxun predicts "Taiwan's supply chain will be very busy in the second half of the year!" Zhang: 150 Taiwanese manufacturers are "operating across the board" to welcome the God of Wealth Vera Rubin racks cost $7.8 million, 95% more expensive than GB300... Zhang: The higher the price, the greater the supply shortage!? 20260601-1, 20260526-1, 20260528-1, 20260525-1 🌍 🌎 🌏 #LiuBaojie #Baojie'sCombatSpeech #WhatBaojieSays #Chip #TSMC #Taiwan #HuangJenxun #AI ​​#Semiconductor #WeiZhejia #MorganStanleyTaipeiAISummit #COMPUTEX2026 #AISupplyChain #MorganStanley #3nmWafer #AIRobot #JetsonThor #NoritzAsia #DigitalTwin #Nvidia #TaiwanStocks #Computex #VeraRubin #Vision #HoshinTang #TopStocks #Nvidia #ForeignInvestment #Servers #EdgeComputing #Memory #MLCC Tune ...