The industrialization of artificial intelligence robots has become a certainty; the only question is whether it will happen sooner or later. When that moment truly arrives, the stock price logic of certain high-market-cap technology companies may face re-pricing. Technological revolutions are often accompanied by drastic adjustments in market expectations—especially when reality diverges from previous valuation assumptions. From an asset allocation perspective, the volatility that may result from this paradigm shift is a market signal worth closely monitoring.