Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment decision-making [1] - It highlights the investment value of significant events, analysis of industry chain companies, and key points of major policies [1] - The company has obtained agency qualifications for Cambrian, SK Hynix, and has officially entered the mass production phase of SSDs [1] Group 2 - The investment in GPU companies is focused on integrated chip architecture, which has already been implemented in multiple intelligent computing centers [1] - Local state-owned assets have become significant shareholders in the company, indicating strong support and potential for growth [1] - The company is expected to benefit from upstream production cuts and the domestic production process of SSDs [1]