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At this moment, China's perspective on changing the global artificial intelligence ecosystem through domestically produced AI is further validated. It shows that Kimi k3 breaks the closed-source pattern of large models, weakens API commercial pricing, and Changxin International boosts the AI boom in China, followed by the announcement of a breakthrough in domestically developed lithography machine technology. I don't quite believe all of this is a coincidence, especially with the timing so precise. If this is a set of predetermined combination punches, then it really hits hard. Of course, I wouldn't say Chinese AI has completely overturned the landscape; there are still significant gaps in key high-end technologies. However, the rapid breakthroughs in Chinese AI have a stimulating effect on the AI ecosystem that the US wants to shape. It can't be called an ecosystem disruption, but stimulating healthy global industry development with Chinese characteristics is real, and this is an open strategy—wisdom in the core competition of great powers. As for today's US stock market, China's AI breakthroughs are just a catalyst. The core reason for the collective decline in US AI stocks remains the Q2 earnings reports. Investors and the market are beginning to question the future profitability of US AI, especially against the backdrop of China's AI breakthroughs. Industries with high cost-performance, low barriers to entry, and high gross margins may all be impacted, which further intensifies concerns in the US stock market. Regarding the US AI market, the narrative hasn't collapsed, but skeptical voices are growing louder. I originally thought the pressure from Chinese AI would become more apparent in Q3, but unexpectedly, it has already started to pressure US companies in Q2! #长鑫科技上市，全球存储竞争添变量