Equity markets weaken; pure bond fund scale and duration still have room to expand

English summary

Peptide market expanding rapidly; focus on upstream CDMO opportunities; grid equipment: medium- and short-term logic resonates; value grid equipment investment opportunities; under geopolitical backdrop, anomalies and opportunities in energy-chemical PTA and methanol options; promoting tungsten hexafluoride again: strategic positioning in core materials with improving supply-demand structure; learning from history: which stage of the AI cycle are we in? [Deep research from 'Da Zhan Hong Tu']; re-examining humanoid robot investment logic under physical AI; [Smart Drive the Future - 2026 AI+ Industry Online Roadshow]; Quant - Deep Hour: intraday factor mining and screening framework based on GFlowNet and AlphaEval; observing trends, planning strategies, seeing the future: H2 2026 A-share and gold allocation logic and consumer industry outlook