What I want to discuss at two o'clock today: 1. Trump wants the Intel CEO to step down, based on the accusations from that congressman. The drop in stock prices indicates that the current CEO is doing the right things. Besides, haven't we seen Trump flip-flop enough? Let's wait and see; if the CEO really has to step down, we'll decide after seeing who the next one is. 2. Regarding the consumption growth rate of high-income groups in MCD that we talked about yesterday, many people believe this is a sign of recession. First of all, more than one company has already mentioned the issue of consumption downgrade, and it's not a recent situation. For example, Walmart and COSTCO have seen significant growth in their own brands. However, consumption downgrade does not equate to recession. Take Bank of America's consumption growth rate, which has gone from 5.5% to 5% to 4.5%. Consumption is indeed slowing down, but according to their CEO, this is called normalization. Therefore, the phenomenon of consumption downgrade has already existed and persisted for several quarters, indicating a slowdown in consumption growth, but it does not represent a recession signal.