[Today’s investment public opinion hot spots] 1) 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. 2) Liquid cooling: 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 until the end of 2026, with some delivery cycles expected to 2027. 3) Robots: Musk said that the number of humanoid robots will exceed 1 billion in the next 10 years, and the output of each robot will be at least five times that of human workers. 4) El Niño: The World Meteorological Organization issued the latest bulletin on September 3, confirming that the El Niño phenomenon has formed and will continue to strengthen, and is expected to develop into a super-level event.