Recently, there has been a lot of discussion about DeepSeek's recent movements, and indeed, some new developments this week are worth paying attention to.

First, let's talk about the overall environment. The super cycle effect in storage is beginning to spread downstream. Laptop and domestic smartphone prices are rising together. The pig farming industry is experiencing severe supply and demand imbalance, with industry insiders predicting that pig prices could return to break-even levels in the second quarter of this year. On the financial side, the Federal Reserve's decision not to cut interest rates in January is essentially priced in, and the earliest window for a rate cut might be in June.

The key point is DeepSeek V4. Rumors suggest it will be officially released around the Spring Festival. The crucial part is that this AI programming capability has already surpassed Claude, which carries some weight within the industry.

Regarding investment opportunities, humanoid robots might be the most tangible direction. The market is full of concepts right now, but few tracks can truly be implemented and generate cash flow. Humanoid robots are one of them. From an industry chain perspective, it can be broken down into four parts: the brain, the cerebellum, perception systems, and execution systems. Dexterous hands, six-degree-of-freedom torque sensors, harmonic reducers, roller screw rods, and complete machine assembly all have relatively high technical barriers, and their long-term value in configuration is significant.

If DeepSeek V4 is released as scheduled, combined with the current opportunities in the humanoid robot industry chain, it might be a good idea to lay out some potential positions before the holiday.