Samsung Electronics' second-quarter profits surged by 1,810%, yet its stock price unexpectedly plummeted. Meanwhile, Meta's plan to sell idle computing power has sparked market concerns over 'computing power overcapacity' in the AI sector. Global tech stocks are undergoing a 'game of expectations.' Despite the sustained high growth in the AI industry, the market has become increasingly sensitive to marginal changes, with the impact of positive news gradually diminishing. The current rally in tech stocks is shifting from an 'indiscriminate rise' to a phase of differentiation based on 'performance delivery.' Analysts point out that the upcoming Q2 earnings season in the U.S. stock market in late July will be a critical test of individual stock quality, while the success of AI commercialization and the industry's transition from financing-driven to cash flow-driven growth will be long-term determining factors. As AI trading heats up, industry logic and corporate fundamentals will face stricter scrutiny from investors.