Have you noticed that the market has shifted from focusing on the pain point of storage shortages to how to solve this pain point through trading. This is the biggest reason for buying semiconductor equipment stocks last week, and the other obvious one is the CXL sector, which essentially also addresses the pain point of storage shortages. However, regarding CXL, earlier I made a wrong bet in order to get quota for Changxin's IPO, selling $ALAB and buying Montage Technology instead. Although it has risen a bit, it's far from ALAB... Montage may be affected by memory shortages and is not a core beneficiary. I feel like I made a dumpling just for a plate of vinegar.