---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39100278.md"
description: "Strongly bullish on the AI sector. 2025 is the year of infrastructure build-out, 2026 will be the first year of application explosion. The decline in inference costs will drive the substantial implementation of edge AI (AIPC and smartphones) and B-side cost reduction (financial, healthcare IT).1. Most Favored SectorsEdge AI (Consumer Electronics): The new wave of device replacement directly benefits semiconductors (SoC/storage).AI Applications: Focus on vertical SaaS (finance/healthcare/education) that can secure AI inference orders.3. New Year Investment GoalsReturn Target: Aiming for 30%-50% returns.Maximum Drawdown: 25%-30% (dare to embrace volatility).Trading Discipline:  · Position Management: 50-60% of the portfolio for offense (AI edge/applications), 20% allocated to Hong Kong dividend stocks for defense, keep 20-30% cash (to flexibly respond to extreme volatility or black swan events).  · Leverage Discipline: Leverage is only used for high-certainty IPO subscriptions, seeking short-term arbitrage opportunities, and never used to hold positions.  · Take-Profit/Stop-Loss: Let logic dictate entry and exit—if the main thesis remains unchanged, buy more on dips; if the logic is disproven, exit decisively.Finally, wishing all investing friends make big money in '26 💪 Let's go!"
datetime: "2026-03-06T05:07:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39100278.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39100278.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39100278.md)
author: "[机智的骁总](https://longbridge.com/en/profiles/17802616.md)"
---

# Strongly bullish on the AI sector. 2025 is the yea…


## Comments (1)

- **G8zsOb · 2026-03-08T01:49:01.000Z**: Strongly bullish on the AI sector. 2025 is the infrastructure year, and 2026 will be the first year of application explosion. Declining inference costs will drive the substantial implementation of edge AI (AIPC and smartphones) and B-side cost reduction (financial, medical IT).1. Most Favored Sector