The recent US semiconductor tariff policy #美国半导体关税 has sparked widespread discussion, which will have a profound impact on the global semiconductor supply chain. As an industry observer, I believe it may lead to an increase in chip prices in the short term, but in the long term, it will accelerate China's semiconductor self-sufficiency process. Currently, companies like SMIC have increased their R&D investment, which may be an important opportunity for domestic substitution. What are your views on the impact of this policy on technology stock investments?