20年首次翻轉！戴立安民調：台灣經濟現狀評價「正向超越負向」！ 吳嘉隆：AI浪潮引爆第二次經濟奇蹟來了！- 吳嘉隆 劉寶傑《寶傑怎麼說》20260825-1

Full episode available here: 【全集】戴立安民調：台灣人對經濟評價20年首次「正向超越負向」！「中國靠不住」國民黨... 00:00 Historic Poll Reversal: For the First Time in Twenty Years, Positive Economic Assessment Surpasses Negative Assessment The video opens with an in-depth analysis of Dai Li-an's latest August national policy poll. The poll shows that for the first time since 2006, positive assessments of the overall domestic economy (48.3%) have surpassed negative assessments (45.2%), breaking the stereotype that the ruling party "can't handle the economy." This historic *"golden cross"* is most strongly felt in areas with high concentrations of economic voters, such as Taipei City, and serves as a significant wake-up call for both ruling and opposition parties in Taiwan. 02:41 A New Era of Industrial Revolution: The Second Taiwanese Economic Miracle Brought About by AI Supply Chain Restructuring Financial expert Wu Jia-long points out that, fueled by the global AI industrial revolution and the restructuring of non-red supply chains, a large influx of capital and high-level technology talent has propelled Taiwan's first and second quarters to achieve impressive double-digit economic growth. This boom has been hailed as the "Second Taiwan Economic Miracle," successfully propelling Taiwan onto a new track of industrial upgrading through close complementarity with advanced economies such as the US and Japan. Compared to the resource outflow and industrial hollowing out that resulted from close cross-strait exchanges in the past, the deepening of US-Taiwan economic and trade ties is now bringing Taiwan a more resilient and long-term benefit. 11:55 Empirical Evidence of Survival Choices: Saying Goodbye to Deflationary China, a New Consensus Among Voters Under the US-Japan Alliance Approach The program delves into the empirical choices Taiwanese voters have made between a "pro-US/Japan" and "pro-China" approach, emphasizing that Taiwanese people are inherently realistic and rational, with "survival" as their highest value. Historical experience has shown that tying oneself to the Chinese economy, mired in a real estate crisis and severe deflation, easily leads Taiwanese companies into a quagmire of technological imitation or even complete replacement; conversely, aligning with the US and Japan allows for the continuous acquisition of advanced technologies and complementary business opportunities. This fundamental shift in economic nature is directly reflected in public opinion polls. Parties that ignore the overall international political and economic landscape and attempt to revert to a backward cross-strait economic path are gradually being rejected and disliked by mainstream economic voters. 22:22 The Battle for Talent Between Political Parties: From Entrepreneurs to STEM Talent – ​​The Key to Economic Prosperity The program ultimately traces Taiwan's development history over the past few decades, pointing out that regardless of changes in political parties, "the battle for talent" has always been the absolute key to economic success or failure. From the old Kuomintang era, led by Chiang Ching-kuo and Lee Kuo-ting, recruiting business and STEM semiconductor talent, to the Tsai Ing-wen and Lai Ching-te administrations successfully breaking down barriers with the technology sector and deepening mutual trust and cooperation with Morris Chang and TSMC, this has been the case. Driven by US geopolitics and the AI ​​boom, Taiwan has successfully retained STEM talent and the technology supply chain, achieving a doubling of the Taiwan stock market's growth, which has translated into a powerful political dividend for the ruling party. Economist Wu Chia-lung 🌙 🌜 🌛 Tune in to 57 EBC Financial News Channel every Monday to Friday at 21:00 for "Bao-jie's Military Commentary" Tune in to YouTube exclusively for "What Bao-jie Says" every Wednesday and Thursday at 6 PM 👉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 #Baojie'sMilitaryCommentary #WhatBaojie Says #Poll #DPP #Kuomintang #TaiwanPeople'sParty #China #XiJinping #ChineseEconomy #RulingParty #TaiwanEconomy #AI #Chip #USA #Talent #TsaiIng-wen #LaiChing-te #Geopolitics #Pro-China #EconomicMiracle #CommunistParty #PublicOpinion #Semiconductor #GDP #Cross-Strait Relations #WuChiaLung #LiuBaojie