Storage concept ETF collectively fell back. As of press time, Southbound double long Hailishi (07709) fell by 6.58%, closing at HK$90.62; Southbound double long Samsung Electronics (07747) fell by 5.03%, closing at HK$139.7. On the news front, according to market media reports, on May 12 local time, the head of the policy room of the South Korean presidential office, Kim Yong-fan, proposed to establish a "citizens' dividend" mechanism, structurally returning the excess profits generated by the AI industry to all citizens. The news quickly sparked market panic, causing the South Korean KOSPI composite stock price index to plummet by 5.1% at one point. Subsequently, Kim Yong-fan told the media that the funding source is the "excess tax revenue" brought in by the AI industry, rather than imposing new windfall taxes on corporate profits, and market sentiment stabilized thereafter. Christy Tan, Senior Investment Strategist at Franklin Templeton's Dunham Institute, pointed out in an interview that this proposal "is a signal from Asian economies looking to convey a sense of commonality in the digital and AI future," while also making "taxpaying residents begin to worry about whether it is the government or themselves who will ultimately foot the bill."