Before the holiday, I cleared out the semiconductor-related funds. After selling, the market indeed dipped for a while, but I didn't buy back in. The logic at the time was simple—since I already had several funds across different sectors, and there are so many chip-related funds, I decided to do a bit of slimming down. Looking back, although I missed out on some gains, my portfolio structure became much clearer. To be honest, investing is like running a supermarket; having too many categories can lead to chaos. Sometimes, you have to make sacrifices to gain. This experience has deepened my understanding of portfolio management.