[Today’s investment public opinion hot spots] 1) Real estate chain: Data from the National Bureau of Statistics show that the year-on-year decline in sales prices of newly built commercial housing in first-tier cities in August narrowed 0.2 percentage points from the previous month to 0.9%. 2) PCB: The explosion in demand for AI servers has triggered a restructuring of the supply structure. The PCB industry chain has faced intensive price increases. Resin, electronic cloth, copper foil, CCL, and PCB have all completed price transmission. 3) VNA: Huatai Securities research report believes that the construction of AI computing power will promote the accelerated upgrade of high-speed interconnection, and the vector network analyzer (VNA) is expected to usher in development opportunities. 4) HBM: Samsung plans to increase the outsourced cleaning volume of glass carriers in the HBM process from 20,000 pieces per month this year to 50,000 pieces per month next year, a five-fold increase from 10,000 pieces per month last year.