Let's start with the main point: The belief in AI is solid for the long term; there's no need to waver over the next decade, as this technological revolution will fundamentally disrupt social productivity. With computing power in short supply, AI concept stocks are bullish in the long run. However, many A-share tech and US semiconductor stocks that have surged recently face pressure for weekly-level corrections; any rebound is a selling opportunity, as capital will rotate into other low-position AI concept stocks. What drives stock prices is capital flow, not fundamentals. As massive AI concept stocks reach this stage, their prices are no longer primarily influenced by fundamentals (earnings), but rather by the inflow and outflow of market funds...