On January 8, just after Trump's warning of a 'repurchase ban' caused the sector to plummet, he immediately announced a $1.5 trillion defense budget, directly igniting bullish enthusiasm. Giants like Northrop, Lockheed Martin, and RTX rebounded accordingly, with single-day gains ranging from 4% to 9%. Notably, concepts tied to the future of warfare—such as drones and robotics—also strengthened in tandem. Against the backdrop of a 'record-high budget' coexisting with a 'repurchase ban,' do you think this rebound is a short-term sentiment recovery or the beginning of a new major uptrend?