Fellow investors, as we face a brand-new 2026, instead of anxiously chasing trends, it's better to calmly understand the direction. Stay tuned.@Niuniu Classroomto unlock your investment roadmap in real time. In the new year, let’s stay calm and patient, proceed steadily for long-term success, and slowly grow our wealth together.
What are the main investment themes for 2026? We’ve consolidated the highlights from our annual outlook series to provide fellow investors with a "one-stop" comprehensive overview.
This article will exploreAI 'Four Powers,' application scenarios, cutting-edge technology, and core resourcesfrom four key dimensions, dissecting the market noise to help fellow investors clarify the roadmap and precisely identify critical investment anchors for 2026.
The Enablers of the AI Era — Computing Power, Transport Power, Storage Power, and Electrical Power
In the AI era,computing power, transport power, storage power, and electrical power intertwine to form a network,supporting the accelerated operation of the entire ecosystem.
Computing power determines the upper limit, storage and transportation determine efficiency, and electricity determines survival. In the grand narrative of large AI models, the extreme demand for computing power must be supported by strong storage capacity and delivered by high-speed transport. These three elements form the 'iron triangle' of AI performance.Electricity, meanwhile, is the physical foundation supporting all of this.At the same time, technological progress is reshaping the energy landscape, enabling a two-way empowerment between power supply and computing efficiency.
First, regarding computing power,Wall Street's major firms generally believe that 2026 will be the year when the semiconductor industry transitions from being 'purely AI-driven' to 'AI and traditional cycles...'