What are the investment opportunities in 2026? Let's see what the market says.

The general view is that the A-share market is expected to maintain its upward trend, but the driving logic is shifting—from pure valuation expansion to real profit recovery. Investment styles will also become more balanced. The key areas to watch are technological growth, manufacturing moving overseas, and cyclical sector rebounds.

Among these, the most confident area is artificial intelligence. It's less about AI itself and more about the integration of AI with various industries. Recently, everyone was competing for hardware infrastructure, but now the trend has shifted—funds are flowing into application layers, which is where real profits can be made.

The most worth watching AI application is humanoid robots. This field is currently at a pivotal point—from being experimental in labs to gradually entering real industrial applications. The maturity of large models has endowed them with perception, judgment, and execution capabilities, which were unimaginable a few years ago. Institutional forecasts also suggest that this track will see significant growth in the future. In other words, humanoid robots might be the place where the 2026 ten-bagger stock is located.