[Today’s investment public opinion hot spots] 1) Military industry: The revenue of the 80 companies covered by the CSI Military Industry Index in the first half of the year increased by 18.89%, and the net profit increased by 32.92% year-on-year, verifying that the industry is booming. 2) Computing hardware: 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 to the end of 2026, with some delivery cycles expected to 2027. 3) Robot: I learned from the National Standards Committee that China took the lead in formulating and releasing the world’s first international standard for legged robots. 4) Power Grid: The National Energy Administration meeting pointed out that it will speed up the approval and construction of major power grid projects such as transmission channels and support the majority of private enterprises to actively invest in the construction of new power grids.