Low turnover, continue to wait and see

English summary

Strategy - when one whale falls, all things flourish; AI metal materials: tungsten, indium, tantalum, zirconium, tin; AI industry outlook for the next 3-6 months; high-frequency tracking of 'fixed income +' funds' tech exposure; airlines' Q2 earnings beat expectations and summer travel demand outlook; valuation gap between domestic computing power and North American computing power; focus on rare earth and molybdenum price rises and tin's strong fundamentals; how to seize investment opportunities amid divergence and adjustment