$XL2CSOPHYNIX(07709.HK)$XL2CSOPSMSN(07747.HK)Conclusion: My judgment is that the adjustment is nearing its end, but last night's sharp drop was truly unexpected. 1️⃣ Citi says there will be an interest rate cut in September, Goldman says three rate hikes this year, most likely there will be no rate hike or cut this year. 2️⃣ The small essays from META, Apple, and Google can only be described as classic tactics to manipulate the market. Will semiconductor demand suddenly reverse? Instead, these miscellaneous stocks $Meta Platforms(META.US)$Apple(AAPL.US) not focusing on large models is a positive for Google and OpenAI. Having two giants in large models is enough, and it's also a small positive for Oracle $Oracle(ORCL.US). However, for storage $Sandisk(SNDK.US)$Micron Tech(MU.US), the positive factors for 2027 have all been realized, and the risk is too high now. I'm more inclined to increase positions in indices and $SpaceX(SPCX.US). I have already raised funds and am waiting for the market to stabilize next week to add positions. Believe in my strength and judgment 👊👊👊