$AMD(AMD.US) earnings report is coming, just posting this. The US government shutdown is tightening liquidity, which is being transmitted to the capital market, and is expected to last until the Treasury Department injects liquidity when the government reopens in the middle of the month. Overall, it is definitely unfavorable for stock prices. Data centers are tight, HBM memory has already skyrocketed, which will also drive CPU sales, and the CPU sector is definitely stable and improving. For GPU computing cards, a lot of expectations have already been released here before. What we most hope to see disclosed is the progress of the new generation of chips and whether more procurement intentions and positive news will be disclosed. According to past style, the performance will slightly exceed previous expectations, but the guidance for the next quarter won’t be overly optimistic. Anyway, if there are no major issues, or even if there are positive developments but the market continues to decline due to macro factors, it would be an opportunity to increase positions.