26-year U.S. stock investment strategy (simplified version)

AI + healthcare, pharmaceuticals: RXRX, NVO, TEM, PSNL, ABT

Physical AI, robotics, large models: GOOG, AMZN, TSLA, AAPL, NVDA, XPEV (ranked in order)

Semiconductors: TSMC (the world's most advanced chip manufacturer), MU

Consumer: KO, MCD

Power, energy: GEV, NEE, OKLO, VST, BEP

Space industry: ________________

In 2026, if there are major fluctuations, such as a sharp drop in individual stocks, the above should be the focus, or it could be a good opportunity.

The main direction in 2026 will still be related to AI, the spread of AI applications, autonomous driving, and enterprise SaaS. AI-driven cost reduction and efficiency improvement, such as AI + healthcare, AI diagnosis, an aging population, and increasing toxic substances in daily life, will make people pay more attention to health. AI + energy and power industries, AI computing power consumes a lot of electricity, and power equipment and grid upgrades can also be considered.

2026 will also be the first year of commercial mass production of embodied intelligence, with various types of robots and autonomous driving reaching a commercial inflection point.