Wednesday Market Sentiment Heat

English summary

①Robotics - Unitree founder and CEO Wang Xingxing and his manned mecha product GD01 jointly appeared on the cover of Time magazine, titled "The Robot Era Has Arrived"; Tesla executives released a video interpreting earnings call points, stating that the Optimus humanoid robot Fremont line will start production in 2026. (Topstar, Pinming Technology, Lihe Xing, Changsheng Bearing, Aidite, Estun, Xinbang Intelligent, etc.) ②Broad Consumption/Dairy - Institutions say that spot milk prices have risen in many places recently, and the resonance of meat and milk is driving the raw milk cycle upward; the Ministry of Commerce said that national online retail sales of goods grew 4.8% from January to June, with tourism and catering online sales up 27.2% and 13.9% respectively. (Dairy/Yiming Food, Sunshine Dairy, Tianrun Dairy, Liziyuan, Junyao Health, etc.; Broad Consumption/Huatian Hotel, Dongbai Group, Nanqiao Food, Guoguang Chain, Bestore, Anji Food, Huanlejia, etc.) ③AI Applications - Recently, major model vendors such as Meta, OpenAI, and Tencent have all released new versions of AI application platforms. ...