[Today’s investment public opinion hot spots] 1) Computing hardware: U.S. stocks’ computing hardware rebounded collectively in late trading, with Nvidia, Hynix, SanDisk, Lumentum, etc. all rising. 2) Photovoltaic: According to reports, Tesla has officially launched the Project Crystal Sun project with an investment scale of up to 10 billion US dollars and is expected to be completed in 2028. 3) AI application: AI is reshaping China’s short drama industry from three dimensions: cost, production capacity, and overseas expansion. Various types of AI products, including short dramas, are rapidly penetrating daily life. 4) Robots: The world model accelerates iteration and promotes breakthroughs in more application scenarios, thereby driving the commercialization process of robots.