[September survey favors small-cap stocks, institutions actively explore market opportunities] September 29th, Wind data showed that as of September 28, more than 2,700 listed companies have received institutional surveys since September, a significant increase from August. Judging from the market value and industry conditions of the companies under investigation, institutions have significantly increased their attention to small-cap stocks with a market value of less than 10 billion yuan, and are more favorable to companies in the mechanical equipment, electronics, basic chemical industry and other sectors. Regarding future investment opportunities in related sectors, industry insiders believe that as the mass production of Tesla humanoid robots accelerates, embodied intelligence models are expected to achieve breakthroughs and bring investment opportunities; in the electronics sector, it is recommended to pay attention to industrial chain links such as AI computing power, memory chips, optical modules and optical chips; the basic chemical industry sector has entered the "batting zone", and upward demand will become an important marginal variable. (China Securities Journal)