The entire market clearly indicates that as long as AI and robotics recover, the market will become much easier to navigate. As long as the risk appetite increases, the market cannot avoid AI and robotics. Therefore, focusing on AI and robotics is sufficient. In contrast, commodities are on the opposing side. The complete opposite is consumer goods and banking. Just pay attention to the rhythm here.AI has been calling for power for two days, and today it has exploded, with new solid-state transformers launched tonight. Power is divided into two parts: one is the computing power that has been called for since two years ago, which is the basic power infrastructure. This part will be relatively stable but will also progress slowly. The other part is the power supply, which has surged today, as indicated in the white paper released by NVIDIA. MM overseas has also published articles. I believe it will gradually bear fruit. So let’s hold on to this for now. The power supply is moving faster; it just exploded today, and there will at least be a return flow, so let’s hold on to it for now. Additionally, there is the price increase in PCBs within AI; this part has been discussed in previous research reports, mainly concerning the shortage of copper-clad laminates, substrates, electronic fabrics, and copper foils. The shortage of copper-clad laminates and substrates is already evident, while the shortage of electronic fabrics and copper foils is expected to accelerate by the end of Q4, with an explosion in Q1. These are all good items and logic, so just buy on dips. This includes PCB equipment, with the best being Ding Tai, followed by the highly bound Han Sheng Hong and Da Zhu. Kai Ge has optical modules, so it will be a bit more mixed. I think these three are sufficient.Regarding robotics, I mentioned yesterday that the new sword’s small essay has been circulating for several days. In the morning, the new sword’s small essay was released first, followed by the Sanhua small essay in the afternoon, which triggered an explosion. The more I do this, the more I feel that the small essay is just a boost; Sanhua’s small essay had various rumors during the trading session but still remained sealed. The node has reached the point where a rebound is due. As for the targets, I think what I provided earlier is sufficient; my favorites are Zhenyu and Kedali, along with the three major stocks of Sanhua, Topology, and Hengli. This time, the new sword is promoting Wuzhou and Jinwo. After so long, I think it is still commendable that Zhongjian has reached this point. Additionally, there are Yushu Chain, Wolong, Zhongda, and Jinfan. For F-chain, there are Changying and Yinlun. There are also a large number of various subdivisions and some quality stocks. Basically, I think buying robotics at this stage should focus on genuine, recognizable stocks, and avoid mediocre options.For the overall market, it still feels like a consolidation phase, so do not be overly optimistic about rises or overly pessimistic about falls. Currently, I have not seen any sector that can achieve a true breakthrough. Therefore, if your individual stock breaks through, pay more attention to whether it is a leader and core stock; non-leader breakthroughs will likely just be a selling point after a slight rise. This is my current viewpoint.