[Today’s investment public opinion hot spots] 1) PCB: The explosion in demand for AI servers has triggered a restructuring of the supply structure. All links in the PCB industry chain have completed price transmission, and the performance in the third quarter has been outstanding. 2) Short plays and media: Tencent launched the "Green Bubble Short Play" mini program, which directly matched ByteDance's Hongguo short play with daily active users of nearly 200 million, which attracted widespread attention in the industry. 3) CPU: TSMC stated that the demand for AI continues to grow, and the demand for CPUs for intelligent agents is growing, and the demand still far exceeds the current supply capacity. 4) Semiconductor equipment: All data in ASML’s third quarter financial report exceeded market expectations and stated that equipment supply in 2027 and 2028 will not be able to fully meet customer demand.