[Today’s investment public opinion hot spots] 1) Robots: In the first half of 2026, global shipments of humanoid robots were approximately 19,100 units, an increase of nearly three times year-on-year. Chinese manufacturers accounted for more than 97% of global shipments. 2) Computing hardware: The agency said that PCB manufacturers have successively started re-quoting; leading optical module manufacturers are actively targeting core materials such as DSP, mSAP PCB, and high-speed optical chips. 3) Agriculture: The war in Iran has disrupted the supply of fuel and fertilizer, and extreme weather caused by the strong El Niño phenomenon has further threatened regional agricultural production. 4) Breeding industry: As of mid-September, the national average pig price has increased by more than 15% compared with the end of June, and many head pig breeding companies have achieved sales growth in August compared with July.