1⃣Liu Gang Kevin: Is one increase enough? How does it affect the market?

2⃣Macroeconomics Huang Wenjing: Supply shocks have eased, but demand remains weak

3⃣Technology Hardware Li Shuwen: Optical communication depth: high prosperity continues, new technologies accelerate

4⃣Software Wang Zhihao: Should the iteration of frontier large models "slow down"?

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