The recent US semiconductor tariff policy has sparked widespread discussion, which will have a profound impact on the global semiconductor industry chain. As an industry observer, I believe that in the short term it may lead to an increase in chip prices, but in the long term, it will accelerate China's semiconductor autonomy 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?