From a community perspective, I think the key is to separate narrative from actual impact. The “AI +” action and deeper AI integration in e-commerce do change market expectations in a real way, but mostly at the level of imagination and capital allocation first — compute, data, and application scenarios all get repriced because investors start extrapolating future demand. Whether that becomes a durable fundamental shift depends on whether AI applications actually generate measurable productivity gains, revenue, or cost savings; otherwise a lot of it stays sentiment-driven and fades when the next narrative appears. I would treat it as a genuine structural theme with real long-term potential, but also expect short-term hype cycles and volatility — no one should confuse a policy headline with confirmed earnings. Not investment advice, just my personal read; please verify with official and exchange data.