[Today’s investment public opinion hot spots] 1) PCB: The price of Kingboard laminates has increased for the seventh time this year, with a unified price increase of 10% for all thickness FR-4 copper-clad laminates; the price of PP prepreg has been adjusted according to specifications, with thick cloth PP above 7628 (inclusive) increasing by 10%, and thin cloth PP below 7628 increasing by 20%. 2) AI application: "Journey to the West" has been officially finalized. As the first long-term AI drama broadcast on stars in China, it does not involve real actors and adopts an innovative model of "production, review, and broadcast". 3) Agriculture: Many institutions have pointed out that this year's El Niño phenomenon will be the strongest in modern meteorological records, which may intensify extreme weather such as drought and heavy rainfall in many places around the world, and have an impact on agricultural production. 4) Liquid cooling: CCTV Finance said that liquid cooling production lines in Shandong, Guangdong and other places are operating at full capacity, and core equipment CDU orders have been scheduled until the end of 2026, with some delivery cycles expected to 2027. 5) Real estate chain: The China Securities Regulatory Commission has formulated the "Opinions on Capital Market Support for the Construction of a New Real Estate Development Model" to support the refinancing of listed real estate companies and the comprehensive use of issuance of shares, directional convertible bonds, cash and other tools to acquire real estate-related assets.