[Today’s investment public opinion hot spots] 1) Photovoltaic: According to data from the National Energy Administration, China's newly installed photovoltaic capacity in the third quarter of 2026 was approximately 38.76GW, an increase of approximately 38% from 28.06GW in the same period in 2025. 2) AI client-side: Apple announced that the National Bank version of Apple Intelligence has officially been integrated into Alibaba Tongyi Qianwen, which is regarded as a landmark event in the transition of client-side AI from concept to commercial verification. 3) Computing power leasing: The agency said that the demand for computing power far exceeds the supply, and the domestic computing power leasing industry is moving from "theme expectations" to "performance fulfillment". 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. 5) Printing and dyeing: New regulations on the nitrification process have been implemented, the clearance of small and medium-sized production capacity has accelerated, the quotation of H acid has increased from 40,000 to 200,000, and the prices of 6-nitrogen, disperse dyes, reactive dyes and other products have increased significantly this year.