Group 1 - The core focus of the article is on the investment performance of Zhang Jianping ("Zhang Mengzhu") in the third quarter, particularly highlighting his significant holdings in Cambricon Technologies and Huayou Cobalt [1][2][3] - Cambricon Technologies emerged as the "first AI chip stock," surpassing Kweichow Moutai to become the highest-priced stock, reaching a peak of 1,595.88 yuan per share [1][2] - Zhang Jianping's holdings in Cambricon increased from 6.0863 million shares to 6.4065 million shares, raising his stake from 1.46% to 1.53%, making him the fifth-largest circulating shareholder [2][3] Group 2 - Huayou Cobalt, a leading supplier of new energy materials, saw Zhang Jianping acquire 18.5 million shares valued at 1.199 billion yuan, positioning him as the fifth-largest circulating shareholder [3] - Huayou Cobalt's stock price increased over 70% in the third quarter, with the company reporting a revenue of 21.744 billion yuan, a year-on-year growth of 40.85% [3] - The demand for cobalt resources is expected to grow significantly due to the expansion of the new energy vehicle industry, indicating a strong growth potential for Huayou Cobalt [3]