There's an interesting saying that compares a certain hot track this year to a star individual stock from last year. But honestly, they're not the same at all.

Why does that star stock attract people? Because of its performance. It beats expectations every quarter. No matter how much it rises, its P/E ratio remains reasonable and not absurdly high. More importantly, it not only has high growth but has also truly entered the global core supply chain. This isn't just on paper; it's real competitive strength.

Looking at some hot tracks, frankly, not many are supported by solid performance. If you're looking for something like that star stock—continuously high growth over multiple quarters on a high base—I can't find any right now.

This track is indeed a good one, aligned with major trends, supported by policies, and with growth potential. According to our stock selection framework, it can be included. But compared to the global capital surge and exponential explosion seen in AI computing power, the gap is indeed huge.

So, don't rigidly compare them. And definitely don't try to hype yourself up with a bunch of "logic" when the gains are already so large. Honestly, talking about logic at high levels often marks the beginning of losing money. Of course, you can also choose not to believe and explore on your own.