If you consider this market trend as a strategic question, the answer is actually simple: you don't need to guess the highs and lows; you just need to choose the right direction. Where is the direction? 👉 AI 👉 Asian Assets So how should you allocate? $EWT (Taiwan Semiconductor) → Meet computing power demand → Stable output $KWEB (Tencent, JD.com) → Capture sentiment + policy → Flexibly amplify This kind of combination is actually doing two things: ✔ Diversify risk ✔ Preserve upside potential