"Although it can't be called a bad signal, it's quite obvious today that the leading gainers are small-cap quantum computing concept stocks with relatively weak fundamentals, driven purely by speculation. The quantum computing concept is still in the R&D phase, far from practical implementation, let alone large-scale commercial use. On another note, after chatting with friends in the AI supply chain, the demand for fiber optics and glass substrates is clearly strong, and fiber optic prices are continuously rising. Industry leader GLW is in the world's top tier. Although their Q2 guidance is relatively cautious, with big orders from NVDA's investment and frequent reports of deals from AMZN, I personally feel this is worth keeping an eye on after this week's FOMC. Chinese companies, with their advantages in large-scale manufacturing capacity, cost efficiency, and TGV process experience, are accelerating their catch-up. In fact, the production capacity of the glass substrate sector in China's A-shares is highly competitive on a global scale. China's strength mainly lies in volume and cost, but for high-end core materials, collaboration with international leaders like Corning is still necessary. This highlights Corning's importance—for example, at the end of May, BOE signed a memorandum of cooperation with Corning. From a long-term perspective, it's more important to consider which segments are essential milestones. From this angle, glass substrates are indeed a critical skill point to unlock. Therefore, as a hub for downstream processing and modular production, A-shares still offer plenty of opportunities." #QuantumComputing #AI #FiberOptics #GlassSubstrates #GLW #Corning #AMZN #NVDA #FOMC