Wednesday sentiment heat (with illustrated hot topic concepts)

English summary

### Wednesday sentiment heat (with illustrated hot topic concepts) Time: 2026-07-29 18:11:38 Content: Wednesday sentiment heat ① Robotics - Wang Xingxing, founder and CEO of 宇树科技, appeared on the cover of Time magazine with its manned mecha product GD01, under the title 'The Robot Era Is Coming'; Tesla executives released a video interpreting key points of the earnings call, stating that the Optimus humanoid robot production line in Fremont will start production in 2026. (拓斯达、品茗科技、利和兴、长盛轴承、爱迪特、埃斯顿、信邦智能, etc.) ② General consumption/dairy - Institutions say that recently, the price of loose milk in many places has risen, and the resonance of meat and milk is pushing the raw milk cycle to improve; the Ministry of Commerce said that from January to June, national online retail sales of goods increased by 4.8%, and online sales of tourism and catering increased by 27.2% and 13.9% respectively. (Dairy/一鸣食品、阳光乳业、天润乳业、李子园、均瑶健康, etc.; ...