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[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 third quarter performance has been outstanding.
2) Robots: China’s first batch of six national standards in the field of humanoid robots have been officially approved and released and will be officially implemented from April 1, 2027.
3) Low-altitude economy: Tesla released the second-generation Roadster sports car, demonstrating actions such as driving on an inverted ramp, briefly flying into the air, and rotating in the air.
4) Physical AI: The NVIDIA GTC conference will be held in Berlin, Germany, and will focus on accelerated computing, agent AI, physical AI, robots, open source models, AI infrastructure and other directions.
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