[Today’s investment public opinion hot spots] 1) Semiconductor chips: Omdia released a report that global semiconductor revenue exceeded US$425 billion in the second quarter of 2026, setting another record high. The market's quarter-on-quarter growth reached a record 31.4%. 2) PCB: Institutional research reports pointed out that as the prices of electronic cloth, copper foil and CCL continue to rise, PCB manufacturers have successively started to re-quote. 3) Lithium batteries: Data from the China Automotive Power Battery Industry Innovation Alliance show that in August, domestic power battery installed capacity was 79.0GWh, a month-on-month increase of 5.9% and a year-on-year increase of 26.3%. 4) Optical communications: A CICC research report stated that the order schedules of some high-speed optical chip companies have been extended to 2028 and beyond, and leading optical module manufacturers are actively targeting core materials such as DSP, mSAP PCB, and high-speed optical chips.