What are the investment opportunities in 2026? This question can actually be summarized into a few sectors with the highest certainty.

**AI Applications and Smart Vehicles Are the Top Choices**

The transition from "computing infrastructure" to "practical applications" is the main trend to watch in 2026. As the cost of large models continues to decrease, applications in vertical fields such as office work, education, and healthcare will gradually break through. The key is to see which scenarios can truly achieve cost reduction and efficiency gains, and where users are willing to pay.

Smart vehicles are more intuitive — Level 3 autonomous driving is expected to open up, and cars are evolving into the largest smart devices. Segments like vehicle-road-cloud collaboration, lidar, and intelligent cockpits are all worth in-depth exploration.

**Humanoid Robots Enter Mass Production**

2026 is regarded by industry insiders as the first year of industrialization for humanoid robots, shifting from big-picture visions to actual order deliveries. The mass production progress of products like Tesla Optimus will influence the entire industry chain. High-threshold components such as gear reducers, lead screws, and sensors are the most valuable links in the chain.

**Renewable Energy Presents Reversal Opportunities**

After a long period of adjustment, the renewable energy sector is expected to reach a turning point. Energy storage is shifting from a supporting role to an independent profit source, with demand for large-scale and industrial/commercial energy storage expected to surge significantly. Meanwhile, the industrialization of solid-state battery technology is also approaching, and improvements in energy density will open new market spaces.

**Low-Altitude Economy and Commercial Spaceflight Are Worth Watching**

This is a direction supported by national strategies and also represents a new form of productivity. Low Earth orbit satellite networks are accelerating deployment, eVTOL costs are continuously decreasing, and conditions for commercialization are gradually maturing.

**Synthetic Biology and Innovative Drugs Have Bottom-Reversal Potential**

Synthetic biology is a foundational technological platform for the future. Coupled with expectations for innovative drugs to go global, this sector's valuation is at a historical low, with particularly high upside potential.

**Investment Strategy Suggestions**

In 2026, the market will show clear differentiation. "Technology stocks with actual performance support" will be the main players. Prioritize AI applications, core components of robots, and energy storage — these areas are supported by industry trends and have expectations for performance realization.