SinoPac Securities Wins Over Young Investors by Inviting 'Admiral' to Analyze AI Bubble Debate

To respond to young investors’ growing interest, SinoPac Securities recently invited former foreign analyst 'Admiral' Cheng Zheng-hua to deeply analyze the highly debated topic of whether 'AI is in a bubble,' further strengthening its channel’s connection with younger audiences.

Cheng Zheng-hua stated that today’s AI boom is fundamentally different from the 2000 dot-com bubble, when 'companies had no profits or revenues.' In contrast, companies like TSMC and NVIDIA are projected to have 2027 P/E ratios below 20x, making them 'relatively undervalued and fundamentally supported' within the broader AI supply chain.

During the program, Cheng also clearly outlined the semiconductor cycle and highlighted key industries to watch in the second half of the year, teaching young investors how to see through market noise and build portfolios with clarity and stability.

In addition to expert insights, SinoPac Securities’ channel invited Bani Ni, a KOL widely followed by young communities, to share her humorous yet authentic real-world investment experiences.

Jokingly called 'everything I buy goes down' by netizens, Bani Ni admitted that despite her disciplined focus on fundamentals, P/E ratios, and market leadership, her performance this year has been only about 8% return with a 40% win rate—underperforming the broader market. Through Bani Ni’s personal lens, the channel directly addresses a common pain point among young beginners: 'reading the right indicators but missing the timing.' Using self-deprecating humor, it teaches viewers how to reflect on their trading psychology and avoid the pitfalls of buying high and selling low.

SinoPac Securities noted that younger generations prefer consuming knowledge through video and social media. Its YouTube channel has surpassed 4.5 million cumulative views this year, demonstrating the strong appeal of high-quality video content among youth. Moving forward, the company will continue leveraging its YouTube channel to collaborate with diverse KOLs, naturally embedding core investment principles such as 'fundamental analysis,' 'risk management,' and 'expectation control,' while offering affordable trading tools—aiming to become the most trusted financial partner for the younger generation.