2026 Investment Insights｜Tech + Nonferrous Metals + Gold Trends Continue, Revealing the Ultimate ETF Portfolio (A-shares/H-shares/US Stocks)
Hello everyone! This is the highlight clip of the heavyweight live stream at the beginning of 2026!
Famous value investor Mr. Z from Beijing joined the live stream, deeply reviewing the bull market performance in 2025 and boldly looking forward to investment opportunities in 2026.
Key insights are sharp and to the point:
* 2026 is a continuation of 2025, with the three main themes of technology, non-ferrous metals, and gold remaining fundamentally unchanged, still in a strong bull market!
* The A-share market surged in 2025 and will continue to deliver high returns in 2026; Hong Kong and U.S. stocks will outperform the market as usual.
* First public release of the "Lie Flat" ETF portfolio (suitable for beginners/busy people/investors who can't control their hands): Let ETFs work for you, and you just lie flat to get rich!
* U.S. version: S&P + Nasdaq + Gold mining stocks + Copper mining stocks + Bitcoin ETF
* A-share version: Nasdaq ETF + Non-ferrous metals ETF + Sci-Tech Innovation Chip ETF + Communication ETF + Gold ETF
* Hong Kong version: Semiconductor + GEM + High-dividend + Gold ETF, etc.
* Value investment principles: Buy at low valuations, sell at high valuations, and control your hands! Use a calculator to fight greed and fear.
* Stock preferences: Heavy positions in non-ferrous metal leaders (Zijin, CMOC, etc.), tech giants (NVIDIA, SMIC, etc.), and gold mining.
* Risk lessons: Policy black swans are above all else—stay away from concept stocks that can't be valued.
Mr. Z emphasized: Don’t suffer unnecessarily in investing; hard work can easily lead back to poverty—lying flat to win is the way! Let’s meet again at the end of the year to see whether the "Lie Flat" portfolio or active trading performs better!
Video highlights:
* Packed with insights, suitable for A-share/Hong Kong/U.S. stock investors
* Beginner + advanced guide to value investing
* 2026 theme predictions + ETF allocation templates—just copy the homework!
If you like it, remember to like + coin + favorite—triple action! Welcome to comment on your 2026 investment plan~
0:25 Program starts
2:30 Will 2026 continue the trend of 2025? / Maintaining the bull market
6:20 Beijing "Lie Flat" Portfolio 2026
17:35 Short-term funds vs. long-term investment
20:45 Hong Kong and A-share distribution
24:03 Position management
34:50 NVIDIA (NVDA), Tencent (700), CNOOC (0883)$NVIDIA(NVDA.US) $TENCENT(00700.HK) $CNOOC(00883.HK)
#2026 Investment #A-share Outlook #Hong Kong & U.S. Stocks #Tech Bull Market #Non-ferrous Metals #Gold Investment #Lie Flat Portfolio #ETF Investment #Value Investing #Mr. Z from Beijing #Bitcoin ETF #NVIDIA #Zijin Mining #Buy at Low Valuations #Stock Market Insights #Investment Guide
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* 💬Comment section: Which sector do you most favor in 2026—tech, non-ferrous metals, or gold?
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