[Today’s investment public opinion hot spots] 1) Semiconductor chips: The popularity of Muse has boosted market expectations for the growth of CPU demand. Many semiconductor chip stocks such as ARM and Intel have soared by more than 10%. 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) AI application: Meta intelligent agent Muse topped the free application lists of Google and Apple in the United States, and its daily download activity exceeded that of ChatGPT in the same period within two weeks of its launch. 4) Cultural media: The National Copyright Administration issued the "Fifteenth Five-Year Plan for Copyright Work", which proposed that the registration amount of copyright pledge financing in 2030 is 12 billion yuan.