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20260808 140000 UTC
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[00:00:00] Welcome to the Caijing Frontline Weekly Report.
[00:00:22] I am Zhang Ning, and I will take you through a review of the week's major financial and economic events, giving you a grasp of the global economic
[00:00:26] situation. Let's start the program by focusing on this week's featured topics.
[00:00:30] In July, the Taiwan stock market plummeted by 2963 points in a single month. Despite
[00:00:33] the statistics showing that foreign capital and Chinese capital accumulated net sales of up to
[00:00:37] 1 trillion 488.495 billion yuan in the first 7 months of this year, setting a
[00:00:40] historical high for the same period. Also, Japan and the United States have officially joined forces
[00:00:44] to intervene in the exchange rate of the Japanese yen to prevent its continuous depreciation against the US dollar.
[00:00:48] In addition, we will be looking at SpaceX's financial report,
[00:00:52] where its second-quarter revenue almost doubled. However, the surge in AI capital
[00:00:56] by over 21 times has raised concerns among investors. We will also
[00:01:00] be paying attention to the announcement by the Taiwan Stock Exchange that it will implement several
[00:01:04] new measures starting from the 10th, including shortening the lock-up period for stored value stocks by 5 days,
[00:01:07] among three major changes. Lastly, we will be looking at the recent
[00:01:11] dual market trend in Taiwan stocks. Experts point out that the short-term trend of Taiwan stocks
[00:01:15] will shift to consolidation, and foreign capital's short positions are facing pressure to cover. Taiwan
[00:01:19] stocks retested the quarterly line on Thursday, and the bullish and bearish struggle has left short sellers squeezed. The dual
[00:01:23] market trend has attracted much attention. Foreign capital has covered cash positions, but futures short positions
[00:01:27] are still high, exceeding 80,000 contracts. Experts. AIAI, scattered,
[00:02:21] CPO and board, small and medium-sized stocks are relatively active, even lighting up the market,
[00:03:06] Entropy's
[00:03:08] IPO might attract a large amount of capital into the market and also affect the flow of chips.
[00:03:15] To observe the major stocks, the strength of the external force, and whether the volume has increased or not, the performance of the pressure zone above 45,000 points and whether there will be negative signals in September are all key points that investors need to pay close attention to. The overall investment return rate is 81%, and Taiwan is the largest investment location. This round of market support also created a new record for the Taiwan market.
[00:04:14] Helios with deployment of
[00:05:35] AI
[00:05:35] AI's global performance rose in the first half of the year, with all three financial industries seeing growth.
[00:05:42] In the first six months, cumulative pre-tax operating surplus reached 904.2 billion yuan,
[00:05:46] an annual increase of nearly 1.4 times, setting a new high for the same period in recent years. Looking
[00:05:50] ahead to the second half of the year, although market volatility may increase, experts still expect
[00:05:54] the financial industry's profit performance to be strong.
[00:05:55] .
[00:05:59] The trading activity in the Taiwan stock market soared in the first half of the year, becoming the core engine for the significant growth
[00:06:03] of profits in the three financial industries. Looking at the first half of the year, the total pre-tax profit
[00:06:07] of the combined industries surged to 904.2 billion yuan,
[00:06:10] an annual increase of nearly [unintelligible] compared to the same period last year. The weighted stocks of AI AI have driven this growth.
[00:07:12] Against the backdrop of active stock market trading, correct futures and investment management industries earned
[00:07:16] 194.6 billion yuan. In addition, the insurance industry connected to IFRS
[00:07:19] 17. With the stable promotion of the insurance contract
[00:07:23] service margin (CSM), profits reached over 3 billion yuan, simultaneously setting a new high for
[00:07:27] the same period in history. Further analysis of the profit composition shows that
[00:07:31] banks accounted for the highest share at 44%, with the insurance industry, securities, futures, and investment management industries following closely
[00:07:35] behind. In the third quarter, the stock market's long and short tug-of-war has drawn high market attention to whether
[00:07:39] the government's expanded intervention will further compress the financial sector in the second half of the year.
[00:08:26] Among them, the annual growth rate of import price index
[00:08:35] rose to
[00:08:36] 28.9%.
[00:09:44] The latest July Consumer Price Index increased by 2.54% year-on-year. Although it is lower than
[00:09:47] June's 2.59%, it has been above
[00:09:51] the 2% inflation warning line for three consecutive months. If observed by individual items,
[00:09:54] a total of 288 items increased. Mid-market breakfasts, mid-market rice
[00:09:58] and noodle dishes, computers, household appliances, home management fees,
[00:10:02] and international travel tour fees all saw significant increases.
[00:10:06] Therefore, the public will feel the recent price increases
[00:10:10] more deeply. In other words, the price increases for items that people
[00:10:14] most frequently encounter in their daily lives are particularly obvious. The director-general of the statistics office further
[00:10:18] analyzed that in July, due to the increase in domestic oil prices, fuel costs rose significantly.
[00:10:21] Coupled with fuel surcharges, international air ticket prices were pushed up.
[00:10:27] In addition, rents and other expenses continued to rise, especially the year-on-year growth rate of food away from home
[00:10:30] once again exceeded 3%. Although overall inflation slightly cooled down,
[00:10:34] the public's wallets are still under great pressure.
[00:10:38] Taipei reporting. The founder and chairman of
[00:10:42] King Yuan Electronics, Huang Chung-jen, passed away on July 31st due to a heart attack,
[00:10:45] shocking all sectors. King Yuan Electronics' acting chairman, Hsieh Tsai-chu,
[00:10:49] and general manager, Chu Hsien-kuo, explained to the public on the 4th, stating that the company's
[00:10:53] future operational direction and
[00:12:57] our deepest remembrance and respect for this semiconductor giant. Reporter Hong Jing Lin Jia-hong, Taipei reporting.
[00:13:01] The chairman of King Yuan Electronics, Huang Chung-jen, passed away recently, and a memorial service
[00:13:04] opened on the 5th. Including Acer chairman Chen Chun-sheng, and
[00:13:08] former Shin Kong Financial Holdings chairman Wu Tung-chin, among others, all came to pay their respects. Many
[00:13:12] industry insiders also sent flower baskets, and the funeral committee
[00:13:16] even invited the founder of TSMC, Zhang Zhong-mou, to serve as the chairman.
[00:13:19] .
[00:13:24] Cao Cheng intends to find Zhang. After considering it, he decided to let
[00:16:07] The factor is that the market size for both US markets will become polarized in the second half of this year.
[00:16:11] 23.08% and 4.73% and
[00:17:07] compared to the same period, both saw a significant decrease of over 4.5 times. Whether future cases
[00:17:11] can be successfully digested no longer depends solely on land conditions and themes
[00:17:15] and total price. Whether it can appeal to the buying group is also
[00:17:18] a major challenge. Reporter Deputy Doctor Fang Shaochan, Taipei Keelung financial interview report.
[00:17:22] US President Trump has issued new tariffs again. On the 6th, Trump
[00:17:26] signed a proclamation, citing national security concerns, to impose tariffs of 15% on
[00:17:30] various metals, as well as gold, solar panel components, and other related
[00:17:34] derivative products, and also set import prices.
[00:18:07] The US time is December 4th. On the 6th, Trump announced a proclamation, using Section 232 to impose
[00:18:11] 15% tariffs on various metals and related derivative products, and also
[00:18:15] set import price floors.
[00:18:16] .
[00:18:30] Currently, China controls over 90% of global production, while the US only accounts for approximately
[00:18:34] 2%. In addition to tariffs and import price floors,
[00:19:22] We're having very good discussions, they don't like to admit that, but yeah, it's
[00:19:26] a little bit disconcerting, you tell
[00:19:29] people like you, we're having wonderful discussions and then some guy will
[00:19:33] come out of Iran say, we have not met, we have not since just
[00:19:36] sin. against
[00:20:02] the
[00:20:02] Iranians.
[00:20:07] "and now we are because of that we are in talks with the Iranians
[00:20:11] and I think there is a chance we may have deal today or
[00:20:14] tomorrow uh to uh open the
[00:20:17] straight and you move towards a more
[00:20:21] normalized position in this conflict
[00:20:24] The news immediately sent Brent crude below $80. However,
[00:20:32] CBS later simplified the large drug.
[00:20:50] virtually all of its global stock pile of long-range missiles,
[00:20:54] specifically army tactical missile systems and precision strike
[00:20:57] missiles in operation epic fury,
[00:21:01] so we have depleted reserves of offensive weapons, we were
[00:21:04] already talking and worrying about defensive interceptor shortages . entered the situation.
[00:21:19] .
[00:21:51] there's a turning point today. US Treasury Secretary Mnuchin recently pointed out that both sides are negotiating, hoping
[00:21:55] to reach an agreement to reopen the Strait of Hormuz. As soon as the news came out, the market
[00:21:59] was optimistic about the de-escalation of the Middle East situation. International oil prices both
[00:22:03] fell by over 5%, hitting a three-week low.
[00:22:06] Among them, Brent crude oil even fell below $80 per barrel.
[00:22:10] At the same time, the Organization of Petroleum Exporting Countries agreed to increase daily production
[00:22:14] by 188,000 barrels in September. The market expects that the increase in supply will further suppress
[00:22:18] oil prices. But analysis.
[00:23:14] there is still a high degree of uncertainty. Therefore, this decline in oil prices may only be a short-term reaction. With the sharp fall in oil prices, risk capital has flowed back
[00:23:18] to the gold market.
[00:23:50] There is imagination space for both gold and real estate.
[00:24:16] reached 11.54 billion US dollars, a new historical high, with earnings per share of 1.6 US dollars.
[00:24:33] CPU
[00:24:33] The market for technology continues to evolve.
[00:24:38] Customer demand for Venice is stronger than for any prior epic
[00:24:41] generation. Customer pull for helios is very strong and
[00:24:45] tracking ahead of our initial forecasts. In
[00:24:48] addition to our multi-generation. gigawatt scale deployments with open
[00:24:52] AI and meta. We announced a new strategic partnership with
[00:24:55] Anthropic. Anthropic will deploy up to two
[00:24:59] gigawatts of Mi 450 series GPUs in
[00:25:04] the first gigawatt beginning in the first half of 2027.
[00:25:08] Helius's new
[00:25:10] and NIS customers are very strong, reaching 15.4
[00:25:18] billion US dollars.
[00:25:27] taken together, we now expect data center segment revenue to more than
[00:25:31] double year over-year in 2027. demand for
[00:25:34] both accelerators and CPUs is growing well above our prior
[00:25:38] expectations. we now expect the data center AI
[00:25:42] accelerator market to grow more than 45% annually to
[00:25:46] approximately 1.4 trillion by 2030.
[00:25:49] so... AI's performance is beyond doubt, but the personal computer
[00:25:53] business .
[00:25:56] The market will decline in the second half of the year, which is also reflected in the financial forecast. It is estimated that the third quarter's revenue will be around 13.3 billion US dollars.
[00:26:00] 弱 在 1330 亿 美 元 。
[00:26:43] Wei Chuang stated that AI
[00:26:46] brings growth momentum, and the momentum in the second half of the year is still very strong. With new customers joining and existing customers'
[00:26:50] purchasing power not slowing down, even if memory and other components rise in price,
[00:26:53] there is still a chance for the second half of the year to perform better than the first half.
[00:26:57] Therefore, it plans to issue GDRs to raise
[00:27:00] 45 billion yuan. To keep the AI momentum
[00:27:04] hot.
[00:27:32] The layout in the United States. Up and down hills, cars shuttling through the city, appearing before our eyes, rules and dramas are all within this ten-thousand-square-meter ecosystem with the Golden Gate Bridge.
[00:27:49] Open Air Anthropic Perplexity
[00:27:52] AI, built south of a freeway in San Francisco, is the Silicon Valley giant Fidia.
[00:27:59] AMD and other Taiwanese
[00:28:02] Because of AI, Taiwan is becoming more frequent, and what connects the two places is not only technological strength, but also delicious food, which has become the best symbol.
[00:28:16] . On one side is the tech experience and culture, on the other side, Taiwanese breakfast, with rice balls larger than a fist, also has many followers on social media.
[00:29:32] companies are going to the US together. During the US period, 85°C's
[00:29:36] US stores have expanded to 95, and it is estimated
[00:29:40] that by the end of the year, it is expected to exceed 100. After Watsons opened its first
[00:29:43] store in the US, it also plans to launch two more
[00:29:47] brands in the third quarter, continuing to expand its US market presence.
[00:29:51] As for Bafang Yunji, it currently has 16 stores in the US,
[00:29:55] with a goal of expanding to 20 this year.
[00:29:59] From the current data of California stores,