Last night, the US stock market dipped slightly after non-farm payrolls exceeded expectations. Why did semiconductors strengthen? From a personal perspective, the core reason is still Astra's release, which brought a breakthrough in model capabilities. Astra focuses on Agents that can operate computers/browsers/professional software, interact with real GUIs, and enhance creative production, 3D gaming capabilities, and scientific research. The key is the breakthrough in capabilities, not just performance improvements. This reassures the market that cutting-edge model development is still driving highly valuable advancements in capabilities.