[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) PCB: Panasonic announced that it will increase the price of copper clad laminates (CCL) due to the rising costs of copper foil and glass fiber, with some products increasing by up to 30%. 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. 5) Optical communications: The agency said that as North American CSPs continue to invest in AI data centers, coupled with the expansion of GPU cluster scale, the increase in single-card interconnection bandwidth, and the accelerated upgrade of 800G to 1.6T, the demand for optical modules, optical chips and high-speed optical connections is expected to continue to grow at a high rate.