In recent years, burgeoning industries like new energy vehicles and photovoltaics have witnessed consistent breakthroughs, leading to a steady increase in their global market share. Technological advancements, ranging from DeepSeek technology to robotic dancing, and from the proliferation of autonomous driving to the widespread implementation of AI, not only affirm technology's pivotal role in fueling economic growth but also illuminate the investment trajectory for capital. Nonetheless, industry progression adheres to objective laws, and investing in technology stocks transcends mere short-term speculation. To foster a symbiotic relationship between technological innovation and capital returns, it is imperative to ground our strategies in industrial logic, delve deeply into the fundamentals of companies, channel capital flows towards hard tech enterprises possessing core competitiveness, and thereby facilitate a virtuous cycle between capital markets and technological innovation.