Core Viewpoint - The focus is on Zhang Jianping's significant investment in AI chip leader Cambricon, which has drawn market attention due to his recent stock acquisitions and the performance of his holdings [1][6]. Investment Summary - Zhang Jianping has added 7 new stocks to his portfolio in Q2, bringing his total to 9 companies in which he is among the top ten shareholders, with a total holding value of approximately 5.095 billion yuan [1][6]. - The majority of these companies (8 out of 9) belong to the AI industry chain, indicating Zhang's strategic focus on AI and related fields [2][8]. Stock Performance - Cambricon's stock performance has been relatively flat in Q1 and Q2 of 2025, with declines of 5.32% and 3.45% respectively, leading to a slight decrease in Zhang's holding value to 3.661 billion yuan by the end of Q2 [4]. - However, from July 10 to August 29, Cambricon's stock price surged by 186.65%, potentially increasing Zhang's holding value to over 9 billion yuan, with unrealized gains exceeding 5 billion yuan [4][6]. New Stock Acquisitions - The 7 new companies that Zhang Jianping invested in during Q2 include Zhejiang Rongtai, Rongtai Co., Huibo Yuntong, Longxi Co., Ningbo Huaxiang, Hanwei Technology, and Changyang Technology, all of which are related to AI or its extensions [8][10]. - Notably, Zhejiang Rongtai has emerged as a leader in the mica refractory insulation industry and is expanding into humanoid robotics, which aligns with Zhang's investment strategy [10][11]. Industry Trends - The humanoid robotics sector is experiencing significant growth, with recent developments indicating a shift towards large-scale applications, as evidenced by a major order for humanoid robots [11]. - The AI industry is undergoing fundamental changes, with advancements in applications leading to a commercial closure in various fields, marking a critical breakthrough in the industry [11][12].