[Today’s investment public opinion hot spots] 1) Semiconductor chips: Korean media said that the world's major semiconductor manufacturers are scrambling to sign equipment supply contracts that can only be delivered in three years, and the delivery cycle is rapidly extending. 2) Computing hardware: Fabrinet announced its financial results for the first quarter of fiscal year 2027, which increased by 51% year-on-year and 12% month-on-month. It said that NPO and CPO will begin to contribute revenue. 3) Precious metals: World Gold Council data shows that in the third quarter, global central banks purchased 321 tons of gold on a net basis, a year-on-year increase of 42%, and physical gold ETF holdings rose to 4,256 tons, a record high. 4) Robots: JD.com’s Double Eleven data shows that the sales of intelligent humanoid robots increased by 700% year-on-year, and the turnover of trendy robot categories such as robotic arms and dexterous hands increased by more than 10 times year-on-year.