"When the clamor of the market obscures the essence of value, and short-term fluctuations distort long-term logic, we must confront a somewhat paradoxical judgment: at this moment, those assets once revered as 'global quality assets' are quietly revealing signals that warrant caution. This is not a denial of their intrinsic value, but rather a recognition that under the multiple variables of cyclical rotation, policy adjustments, and capital games, they are temporarily positioned at a peak of phase valuation. Rather than calling this an aggressive choice to short quality assets, it is more a prediction of the market's return to rationality — we are not enemies with quality, but rather, when the bubble rises, we choose to distance ourselves from overheated expectations, seeking a more rational balance point in the process of value reassessment."