Let me discuss a few new changes. Last night, Oracle’s stock surged, with two highlights: one is that the orders for cloud computing data center construction significantly exceeded expectations, with North American investment banks generally predicting $100 billion, while in reality, a record $332 billion in orders were signed in the first quarter. Oracle is now the largest data center contractor in North America, and they are investing heavily in wind, hydro, and green energy, with potential future investments in nuclear power. As a result, the rental prices for cloud computing power are about 20%-30% cheaper than those of Amazon and similar companies, leading many top tech companies in the U.S. to place their orders with Oracle. The domestic beneficiaries include companies like Industrial Fulian, which provides AI server manufacturing services, as well as suppliers of power, liquid cooling, and diesel generators for Oracle’s data centers. For power supplies, you can look at Nandu Power, which is a direct supplier for Oracle’s data center backup power, along with the usual discussions around optical modules and optical devices. The second highlight is the significant growth in operational private cloud services, with Oracle’s guidance for cloud infrastructure expected to grow from $18 billion this year to $144 billion in four years, an eightfold increase. The only domestic competitor that can truly match this is Alibaba Cloud, which has a relatively complete data center infrastructure, whether self-built or leased, and with Pingtouge developing ASICs, they can deploy various large models in the cloud. Can Oracle’s power prices really be cheaper than those in China? Alibaba’s cloud infrastructure partners deserve more attention. Broadcom also saw a significant rise last night, fundamentally still a competition between ASICs and GPUs. NVIDIA launched a Rubin CPX the day before yesterday, which is essentially a specialized computing device. My strategy is to align my holdings more towards optical interconnects and ASICs. Currently, my holdings include Guangku Technology, Taicheng Technology, Woge Optoelectronics, Shandong Glass Fiber, Tongfu Microelectronics, and Lingyi Zhi Zao. Today, I plan to liquidate my position in Lingyi Zhi Zao and increase my stake in Guangku.