Group 1 - The biggest tech event this week is the Alibaba conference taking place from Wednesday to Friday in Hangzhou [1] - The conference is divided into three parts: large models, AI applications, and chips [1] - Market funds are currently concentrated in domestic computing power, with specific mentions of Haiguang and storage [1] Group 2 - The entire market is primarily focused on electronics [2] - Other sectors have significantly weakened, including previously strong players like optical modules [3]