LENS Technology (06613) rose more than 4% against the broader market trend. At the time of writing, the stock was up 4.27% to HKD 21.72, with a turnover of HKD 242 million. On the news front, on the evening of May 14th, according to video footage from state media, several Chinese entrepreneurs appeared at a welcome banquet for U.S. President Trump. According to a report, based on journalists' identification, Chinese entrepreneurs seated at the same table as Tesla CEO Elon Musk, NVIDIA CEO Jensen Huang, and Apple CEO Tim Cook at the banquet included LENS Technology's Chairman, Zhou Qunfei. A Huaxin Securities research report noted that AI is reshaping all-scenario smart terminals, with folding screens and embodied AI opening up incremental growth space for the second half of the year. The company's forward-looking layout is entering a harvest period, with the transformation of old and new growth drivers expected to bring ample earnings flexibility in the second half. In a major client's foldable phone project for the second half of this year, the company supplies high-value core components such as UTG glass, PET film, and 3D glass covers. Shipments for these products began in the second quarter and are expected to deliver significant revenue growth in the second half. In the field of embodied AI, as a Tier 1 supplier to a major overseas client for over a decade, the company has secured a confirmed share of core modules, with volume production ramping up this year. Simultaneously, it is delivering humanoid and quadruped robots in batches for leading domestic clients.