[Today’s investment public opinion hot spots] 1) Pharmaceuticals: Global pharmaceutical investment and financing has picked up significantly in the first eight months. The global primary and secondary financing amount of pharmaceuticals totaled US$53.8 billion, a year-on-year increase of 72%, which is approximately 92% of the full year of 2025. The domestic BD amount and the overseas license-out amount in the first half of the year are also expected to hit new highs. Since 2026, the amount of primary financing has improved significantly year-on-year. 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) Pan-consumption: Seven departments including the Ministry of Commerce issued implementation opinions on promoting the expansion and upgrading of commodity consumption. By 2030, the total retail sales of consumer goods will reach about 60 trillion yuan.