Prize Contest | May Sector Battle Royale: AI Computing Power, New Energy, Healthcare, Consumer ETFs, Who Will Be the Monthly Top Gainer?

Tariff shocks and the Fed's wait-and-see approach are intertwined, creating a volatile start for U.S. stocks in May, but sector divergence is accelerating. AI computing power sees buy-the-dip demand, the defensive nature of healthcare stands out, while new energy and consumer sectors each face policy headwinds.

Four major sectors are competing on the same stage. Which one can achieve the highest gain in May? Guess the top-performing sector and win 500 task coins!

AI Computing Power Sector: Representative leader $NVIDIA(NVDA.US). The NVLink Fusion architecture opens a path for third-party chip integration. Wall Street's consensus revenue expectation for FY2026 is around $195 billion. The investment thesis for computing infrastructure continues to strengthen, making it the sector with the most solid institutional consensus and strongest buy-the-dip willingness among the four.

New Energy Sector: Representative leader $First Solar(FSLR.US). Its domestic manufacturing attributes make it relatively resilient to tariff impacts, but trade friction and policy uncertainty continue to suppress its overall valuation. If there are signs of tariff easing, new energy is often the sector with the most violent rebound, offering the greatest potential upside among the four.

Healthcare Sector: Representative leader $Eli Lilly(LLY.US). The GLP-1 duo, Mounjaro and Zepbound, continue to see strong global sales growth, with combined quarterly sales exceeding $10 billion in Q3 2025. AI-assisted drug discovery is driving a sector-wide valuation re-rating, combining defensive and growth characteristics.

Consumer Sector: Representative leader $Amazon(AMZN.US). Expectations for a recovery in North American retail in Q2 and accelerating AWS cloud business provide dual support for its valuation. However, tariff-induced inflation poses a headwind for the overall consumer sector, making it the direction facing the most obvious macro resistance among the four.

Which sector ETF will be the top gainer in May and outperform the market? Uncle Qiao is waiting for your guess!