--- title: "[Interactive with Rewards] The 2026 H2 investment theme: Silicon-based or Carbon-based? Does the H1 investment logic need adjustment?" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/42514688.md" description: "How's everyone's 'lying flat' going in the first half of the year? At the beginning of the year, many friends talked about the 'lying flat' mentality—less hustle, less anxiety. Half a year has passed. Looking back at your own pace, are you feeling more at ease, or have you been swept away by market fluctuations again? There are several market trends worth reviewing from the first half: 'silicon-based' sectors represented by AI were periodically active, with areas like memory and optical communication receiving significant attention; A-shares also showed certain structural characteristics. How these trends will evolve in the second half of the year is worth sitting down and discussing calmly..." datetime: "2026-07-08T12:16:58.000Z" locales: - [en](https://longbridge.com/en/topics/42514688.md) - [zh-CN](https://longbridge.com/zh-CN/topics/42514688.md) - [zh-HK](https://longbridge.com/zh-HK/topics/42514688.md) author: "[直播君](https://longbridge.com/en/profiles/3749227.md)" --- # [Interactive with Rewards] The 2026 H2 investment theme: Silicon-based or Carbon-based? Does the H1 investment logic need adjustment? How was everyone's "lying flat" in the first half of the year? _At the beginning of the year, many friends talked about the "lying flat" mentality—less hassle, less anxiety. Half a year has passed. Looking back at your own pace, are you more at ease now, or have you been swept along by the market's fluctuations again?_ There are several market trends worth reviewing from the first half: sectors related to "silicon-based" represented by AI showed periodic activity, with areas like storage and optical communications receiving more attention; A-shares also exhibited certain structural characteristics. How these trends will evolve in the second half of the year is worth discussing calmly. **Live Stream Link:**[The Main Investment Theme for the Second Half of 2026: Silicon-Based or Carbon-Based? Does the Investment Logic of the First Half Need Adjustment?](https://longbridge.com/lives/348696?channel=nl348696&invite-code=J61OKM) **July 9th (Thursday) 16:30** , we have invited @Mr. Z from Beijing and @Talk Finance to conduct a mid-year review and outlook together. This is an exchange of views and does not constitute any investment advice. The focus is to break down the logic and clarify the different possibilities. **This session will focus on four topics:** ① Mr. Z's Lying Flat Index · Mid-Year Review How did this strategy perform in the first half? Does it need adjustment for the second half? How to view the current structural market in A-shares? ② Discussion on Interest Rate Hikes What is their actual impact on the market? Between the two main themes of "carbon-based" and "silicon-based" in the second half, what kind of seesaw effect might occur? ③ Sectors like Storage, Optical Communications, and Energy What is the supporting logic? How should the recent adjustments be viewed rationally? (Industry analysis only, no individual stock recommendations) ④ Sustainability of the Structural Market Under what circumstances is portfolio adjustment suitable, and what is the rationale. We'll clarify the review, reflection, and outlook in one go. ### 🎁 Two Interactive Benefits: **Benefit 1 · 188 Task Coins** Click to reserve and take a screenshot, then post it in the comments section of this post to receive them. **Benefit 2 · 588 Task Coins** Leave the one question you most want to ask Mr. Z from Beijing in the comments section. Friends whose questions are selected to be answered during the live stream will receive 588 Task Coins. It is recommended to ask specific questions, such as about a particular industry's logic, views on a certain type of asset, or the impact of a specific macro variable, to increase the chance of being selected. Let me start the ball rolling by sharing the question I most want to ask: > "If you had to go all in on either silicon-based or carbon-based in the second half, which would you choose and why?—No saying 'balanced allocation' allowed. 😄" Welcome to leave your questions in the comments section. See you on Thursday afternoon! $Marvell Tech(MRVL.US) $NVIDIA(NVDA.US) $Nokia Oyj(NOK.US) $Petroleo Brasileiro SA(PBR.US) $CNOOC(00883.HK) ⚠️ _This live stream is provided by LBTHK!_ The live stream is for opinion exchange and does not constitute any investment advice. Related content is for reference only. Please make investment decisions based on your personal circumstances. ### Related Stocks - [PBR.US](https://longbridge.com/en/quote/PBR.US.md) - [00883.HK](https://longbridge.com/en/quote/00883.HK.md) - [80883.HK](https://longbridge.com/en/quote/80883.HK.md) - [600938.CN](https://longbridge.com/en/quote/600938.CN.md) - [000001.CN](https://longbridge.com/en/quote/000001.CN.md) - [NOK.US](https://longbridge.com/en/quote/NOK.US.md) - [PBR.A.US](https://longbridge.com/en/quote/PBR.A.US.md) - [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) ## Comments (130) - **直播君 · 2026-07-08T14:17:57.000Z · 👍 1**: How to schedule a live stream? 3 steps to get it done⬇️Click on the【Activity】tab in the bottom navigation barEnter the【Live】pageFind this live stream and click【Schedule】 - **火船长9427 · 2026-07-10T17:09:04.000Z**: Downstream consumers can no longer afford it………………………… - **Mr. Bird · 2026-07-09T08:39:57.000Z**: All-in storage and lie flat, the returns are like a roller coaster🤣 - **它山 · 2026-07-09T08:17:15.000Z**: Appointment - **！！新用户_CoS2gq · 2026-07-09T08:01:53.000Z**: Looking forward to it - **不爱交易的交易员 · 2026-07-09T07:46:34.000Z · 👍 1**: Mr. Z, you are long-term bullish on the "real estate bull market for silicon-based life," but sectors such as storage and optical communications have already experienced significant gains and sharp volatility. Could you please provide three quantifiable signals for "main theme failure or - **不爱交易的交易员 · 2026-07-09T07:43:59.000Z**: Share more, looking forward to it - **新用户_ZeyML · 2026-07-09T07:28:14.000Z**: Appointment made - **Abc234 · 2026-07-09T07:18:08.000Z**: Already scheduled - **BuM · 2026-07-09T07:18:00.000Z**: 1 - **只可意会 · 2026-07-09T06:59:16.000Z**: Keep learning - **S777 · 2026-07-09T06:28:27.000Z**: Appointment confirmed - **Wanner's gold coin · 2026-07-09T06:10:24.000Z**: Fortunately, I saw it before the broadcast started. - **allengreat · 2026-07-09T06:03:16.000Z**: thanks - **華爾街 · 2026-07-09T05:59:32.000Z**: Looking forward to it - **Chen_jx · 2026-07-09T05:48:12.000Z**: Booked - **Patrick Chiu · 2026-07-09T05:41:02.000Z**: 👍 - **volatility equanimity · 2026-07-09T05:13:13.000Z**: Appointment made - **Jeremy_Lee · 2026-07-09T04:47:58.000Z**: Besides US storage stocks, are there any storage equipment-related stocks in Hong Kong, China worth investing in? - **砸盘王 · 2026-07-09T04:46:03.000Z**: Made an appointment - *... 1 more comments*