美中對抗引爆AI時刻 臺灣化身全球最強高科技基地 吳杰 劉寶傑《寶傑怎麼說》@TaiwanLBJnews

*00:00 Taipei Stock Market Surpasses 40,000 Points: AI Moment Ignites a Century-Old Opportunity for Taiwan* The Taiwan stock market has astonishingly broken through the 40,000-point mark, driven primarily by the global AI boom and the trend of de-reddening (referring to the decline of Hong Kong's leading stock market). Leveraging the strength of semiconductor giants like TSMC and MediaTek, Taiwan demonstrates irreplaceable advantages in hardware manufacturing and chip packaging, firmly securing a crucial position in the AI ​​supply chain. *02:55 Taiwan's Money Floods Its Throat: Chips Replace Oil as the World's Second Most Strategic Resource* Yuanta Securities Finance Chairman Wu Jie reveals the essence of this surge in Taiwan's stock market: Taiwan seems to have become a new-era "oil-producing country," with the strategic importance of chips surpassing that of oil in the past. Amid the global energy crisis and geopolitical turmoil, Taiwan, Japan, and South Korea have stood out thanks to their semiconductor advantages, becoming the three best-performing stock markets globally in the first half of this year. *06:03 Trade Surplus Miracle: The Immense Capital Momentum Brought by a Fifteen-Fold Increase in Trade with the US* Taiwan's trade model underwent a qualitative change after the pandemic and the US-China trade war. The trade surplus with the US, previously unimaginable in the tens of billions of US dollars, has surged to over US$150 billion. This continuous influx of foreign exchange has translated into powerful capital momentum, causing Taiwan's excess savings to surge from NT$3 trillion to NT$8 trillion in just a few years. The money flow has gone from "drowning feet" to "drowning throat." *13:42 Six Years of Accumulated Twenty Trillion in Wealth: Quadruple Growth in Settlement Funds Supports Stock Market Resilience* Data analysis reveals that Taiwanese bank deposits have increased significantly by twenty trillion over the past six years, with the balance of funds specifically allocated for stock settlement growing from one trillion to four trillion. Despite recent concerns about overheated investment and mortgage lending, strong fundamentals and the hardworking nature of East Asians remain the core pillars supporting the continued upward trend of the Taiwan stock market amidst volatility. *18:23 A Thirty-Year Cycle of Fortune: Taiwan Reclaims its Position at the Center of Power on the World Island* Looking back at the historical cycles since the US-Soviet Cold War in 1960 and the rise of China in 1990, Taiwan ushered in a new thirty-year period of fortune in 2020. With the Taiwan Strait becoming one of the world's busiest waterways and its influence in the semiconductor industry reaching far and wide, Taiwan has officially transformed from a former international outcast into a crucial point of destiny in global geopolitics and the technological chain. Yuanta Securities Finance Chairman Wu Jie #WhatBaojieSays #TaiwanStocks #AI #StockMarket #TSMC #Chip #TechStocks #Stocks #Investment #StockPrice #Servers #AdvancedPackaging #SupplyChain #JapaneseStocks #Japan #China #Economy #Globalization #HealthInsurance #LowBirthrate #WuJie #LiuBaojie 20260521-1 🌍 🌎 🌏 【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🔔