--- title: "2026 Investment Insights｜Tech + Nonferrous Metals + Gold Trends Continue, Revealing the Ultimate ETF Portfolio (A-shares/H-shares/US Stocks)" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/37657092.md" description: "Hello everyone! This is the highlight clip of the heavyweight live broadcast at the beginning of 2026! Famous value investor Mr. Z from Beijing joined the live broadcast, deeply reviewed the bull market performance in 2025, and boldly looked forward to investment opportunities in 2026. The core insights are sharp: * 2026 is a continuation of 2025, with zero changes in the fundamentals of the three main themes—technology, non-ferrous metals, and gold—and the bull market will remain strong! * The A-share market soared in 2025 and will continue to deliver high returns in 2026; Hong Kong and U.S. stocks will routinely outperform the market..." datetime: "2026-01-08T10:27:09.000Z" locales: - [en](https://longbridge.com/en/topics/37657092.md) - [zh-CN](https://longbridge.com/zh-CN/topics/37657092.md) - [zh-HK](https://longbridge.com/zh-HK/topics/37657092.md) author: "[说财经](https://longbridge.com/en/profiles/8322226.md)" --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/37657092.md) | [繁體中文](https://longbridge.com/zh-HK/topics/37657092.md) # 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 \* 👉Subscribe now to turn on the wealth notification bell and don’t miss any investment insights! \* 💬Comment section: Which sector do you most favor in 2026—tech, non-ferrous metals, or gold? \* 👍Like + Share to let more friends see this treasure guide for 2026! The content of the program reflects the opinions of the host and guests and does not represent the company’s stance. Investment involves risks, and asset prices may rise or fall. ### Related Stocks - [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md) - [TENCENT (00700.HK)](https://longbridge.com/en/quote/00700.HK.md) - [TENCENT-R (80700.HK)](https://longbridge.com/en/quote/80700.HK.md) - [Tencent Holdings Limited (TCEHY.US)](https://longbridge.com/en/quote/TCEHY.US.md) - [Tencent Holdings Limited (TCTZF.US)](https://longbridge.com/en/quote/TCTZF.US.md) - [CNOOC (00883.HK)](https://longbridge.com/en/quote/00883.HK.md) - [ZIJIN MINING (02899.HK)](https://longbridge.com/en/quote/02899.HK.md) - [CMOC (03993.HK)](https://longbridge.com/en/quote/03993.HK.md) - [SMIC (00981.HK)](https://longbridge.com/en/quote/00981.HK.md) - [CNOOC-R (80883.HK)](https://longbridge.com/en/quote/80883.HK.md) - [CNOOC (600938.CN)](https://longbridge.com/en/quote/600938.CN.md) - [Zijin Mining (601899.CN)](https://longbridge.com/en/quote/601899.CN.md) - [CMOC (603993.CN)](https://longbridge.com/en/quote/603993.CN.md) - [SMIC (688981.CN)](https://longbridge.com/en/quote/688981.CN.md) - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/en/quote/NVDL.US.md) - [XL2CSOPNVDA (07788.HK)](https://longbridge.com/en/quote/07788.HK.md) - [XI2CSOPNVDA (07388.HK)](https://longbridge.com/en/quote/07388.HK.md) - [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/en/quote/NVDY.US.md) - [Direxion Daily NVDA Bear 1X ETF (NVDD.US)](https://longbridge.com/en/quote/NVDD.US.md) - [T-REX 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/en/quote/NVDX.US.md) - [Tencent Holdings Limited (HTCD.SG)](https://longbridge.com/en/quote/HTCD.SG.md) - [Semiconductor Manufacturing International Corporation (HSMD.SG)](https://longbridge.com/en/quote/HSMD.SG.md) ## Comments (24) - **limit · 2026-01-16T12:46:19.000Z**: Add one more storage - **长投长红 · 2026-01-11T05:38:40.000Z**: First time meeting Mr. Z in person, handsome! Learned a lot! - **应伟大 · 2026-01-09T06:20:07.000Z**: Damn, that's kinda handsome🥰 - **玲子_韭菜 · 2026-01-08T14:05:41.000Z**: The boss finally showed up, full of insights!!! - **追涨杀跌. · 2026-01-08T13:30:31.000Z**: Really relying on seniority (trading seniority) to show off - **岸皙 · 2026-01-08T12:56:31.000Z**: I thought Mr. Z would be a chubby old man - **苏拉 · 2026-01-08T12:34:48.000Z**: Handsome! - **Starling · 2026-01-08T12:28:10.000Z · 👍 1**: I would like to call him the Chinese short-term Buffett - **Starling** (2026-01-08T12:35:27.000Z): Note that the short-term here is calculated in years or half-years - **知行合一再投资 · 2026-01-08T11:54:30.000Z**: Sir's weekly report never misses out🤓 - ***烟火声* · 2026-01-08T11:54:09.000Z**: So young, why call him z-lao? - **京城Z先生** (2026-01-08T12:16:10.000Z): Probably because the strategy is quite old, there's no such high-level trading that can multiply in a day😅 - ***烟火声*** (2026-01-08T12:17:19.000Z): 🤣 - **奇迹的交易员cola · 2026-01-08T11:43:42.000Z · 👍 8**: Z's demeanor resembles that of Munger🎑 - **旧城冷巷雨未停 · 2026-01-08T11:33:49.000Z · 👍 1**: handsome guy - **豆豆子呀 · 2026-01-08T11:33:09.000Z**: Z bro shows face😈 - **京城Z先生 · 2026-01-08T11:24:34.000Z · 👍 13**: This afternoon, I tried something new and interesting. Invited by a friend, I did an online live interview on Futu, and just found out it was also uploaded on Longbridge :) - **自来也** (2026-01-08T11:25:53.000Z): Got it, got it, 👍👍👍, the sharing makes a lot of sense and is very insightful - **说财经** (2026-01-08T11:26:05.000Z): 🙏🙏🙏👍👍👍Mr. Z is so handsome - **人送外号川渝美食家** (2026-01-09T02:34:07.000Z): Handsome! - **三千万不够三个亿吧 · 2026-01-08T11:11:07.000Z**: Hahaha Z is so young I always thought Z would look very mature - **京城Z先生** (2026-01-08T12:05:26.000Z): Just be experienced in trading 😄 - **自来也 · 2026-01-08T10:52:56.000Z**: Such a young z bro - **龙场悟道忘忧草 · 2026-01-08T10:45:56.000Z**: Great show, first time seeing Mr. Z in person😊