Hong Kong-listed AI 'twin leaders' see active trading! How to position in the AI sector for the Year
Learn Investing from the Experts | ARK Big Ideas 2026 Unveiled! What does Cathie Wood see? This latest investment treasure map is worth collecting.
As the global market is mired in uncertainty, 'Wooden Sister' Cathie Wood has once again stepped into the spotlight with her signature disruptive thinking.
ARK Invest's annual heavyweightpublication, 'Big Ideas 2026,' centers on 'The Great Acceleration',asserting that the technological singularity is here, painting a grand vision that will soon rewrite the narrative of capital.
Sister Wood believes that five major innovation platforms—AI, blockchain, robotics, energy storage, and multi-omics—are breaking down industry barriers, shifting from 'fighting alone' to 'mutual interdependence.' A cross-disciplinary virtuous cycle has been established: a spark in one area can ignite a prairie fire in another, collectively reshaping the boundaries of technology.
In this wave of 'The Great Acceleration' in technology, which companies have caught Sister Wood’s attention? Fellow investors can follow along as we distill from the five major innovation tracks the list of publicly traded companies that ARK is watching. Below are the companies mentioned by Sister Wood in her report, provided for fellow investors to reference when formulating their 2026 investment strategies.
AI (computing power, software, etc.): $NVIDIA (NVDA.US)$ 、 $Advanced Micro Devices (AMD.US)$ 、 $Alphabet-C (GOOG.US)$ 、 $Broadcom (AVGO.US)$ 、 $Taiwan Semiconductor (TSM.US)$ 、 $Amazon (AMZN.US)$ 、 $Microsoft (MSFT.US)$ 、 $Meta Platforms (META.US)$ 、 $Apple (AAPL.US)$ ；
Public blockchain and digital assets: $Bitcoin (BTC.CC)$ 、 $Ethereum (ETH.CC)$ 、 $Solana (SOL.CC)$ 、 $Circle (CRCL.US)$ 、 $Coinbase (COIN.US)$ 、 $Robinhood (HOOD.US)$ ；
Robotics: $Tesla (TSLA.US)$ 、 $UBTECH ROBOTICS (09880.HK)$ 、 $XPeng (XPEV.US)$ 、 $Stryker Corp (SYK.US)$ 、 $Amazon (AMZN.US)$ 、 $Intuitive Surgical (ISRG.US)$ 、 $Symbotic (SYM.US)$ 、 $Teradyne (TER.US)$ 、 $Tesla (TSLA.US)$ 、 $Baidu (BIDU.US)$ 、 $Alphabet-A (GOOGL.US)$ under Waymo, $WeRide (WRD.US)$ 、 $Pony AI (PONY.US)$ 、 $Amazon (AMZN.US)$ under Zoox, $Grab Holdings (GRAB.US)$ invested in May Mobility, $DiDi Global Inc (DIDIY.US)$ 、 $NEBIUS (NBIS.US)$ under Avride;
Multi-omics & biotechnology: $Illumina (ILMN.US)$ 、 $Pacific Biosciences of California (PACB.US)$ 、 $Twist Bioscience (TWST.US)$ 、 $10x Genomics (TXG.US)$ 、 $Adaptive Biotechnologies (ADPT.US)$ 、 $Guardant Health (GH.US)$ 、 $Natera (NTRA.US)$ 、 $Personalis (PSNL.US)$ 、 $Tempus AI (TEM.US)$ 、 $Veracyte (VCYT.US)$ 、 $Absci Corp (ABSI.US)$ 、 $Generation Bio(Delisted) (GBIO.US)$ 、 $Recursion Pharmaceuticals (RXRX.US)$ 、 $Beam Therapeutics (BEAM.US)$ 、 $CRISPR Therapeutics (CRSP.US)$ 、 $Intellia Therapeutics (NTLA.US)$ 、 $Prime Medicine (PRME.US)$ 。
For the average investor, this report provides a reference framework for understanding fields such as artificial intelligence, blockchain, energy storage, and robotics. It includes not only the underlying investment logic but also a list of investment targets, making it worthy of in-depth study.
I. AI Infrastructure
Ms. Wood believes that with the decline in inference costs, demand for AI is growing rapidly.
By some metrics, inference costs have dropped by more than 99% over the past year. As the number of AI-based applications increases, the significant reduction in cost has led to an explosive growth in the number of inference models used by developers, enterprises, and consumers. Since December 2024, computing demand on OpenRouter, a unified application programming interface for accessing large language models, has increased 25-fold.
Since the 'ChatGPT moment,' the growth rate of data center systems has accelerated from 5% to 29%, with annual growth continuing to rise.By 2025, annual investment in data center systems will reach approximately $500 billion, nearly 2.5 times the average annual investment between 2012 and 2023. According to ARK's research, such investments will continue to grow, potentially reaching about $1.4 trillion by 2030.
Cathie Wood believes that capital expenditure in the technology sector is at levels seen during the tech and telecom boom,However, valuations of relevant companies are much lower. As shown in the chart below, Mga6's valuation is far below its peak during the dot-com bubble.
NVIDIA faces more intense competition.
NVIDIA's early investments in AI chip design, software, and networking have allowed its GPUs to capture an 85% market share, with a gross margin of 75%. Today, competitors like AMD and Google have caught up in certain areas, such as small language model inference. NVIDIA’s Grace Blackwell rack system remains a leader in large-scale model inference, supporting cutting-edge foundational models.
AI demand will drive sustainable infrastructure growth.
As AI workloads surge in both enterprise and consumer environments, investments in AI infrastructure could exceed $1.4 trillion by 2030, with most funds directed toward accelerated servers. ARK's research indicates that ASICs designed by companies like Broadcom and Amazon’s Annapurna Labs will continue to gain market share as AI labs and hyperscale data centers seek cost-effective computing solutions.
II. Cryptocurrencies: The Restructuring of the Financial System
ARK believes Bitcoin is gradually emerging as a leading asset class for new institutional investments.
ARK's prediction for Bitcoin in 2030 has remained fairly stable, with only two key assumptions having changed: as digital gold, its Total Addressable Market (TAM) increased by 37% after gold’s market capitalization surged 64.5% by 2025; as a safe haven asset in emerging markets, its forecasted penetration rate dropped by 80%, reflecting the rapid adoption of stablecoins in developing countries.
Cathie Wood expects that the market size for smart contracts and pure cryptocurrencies (the latter functioning as stores of value, mediums of exchange, and units of account on public blockchains) could grow at an annual rate of approximately 61%, reaching $28 trillion by 2030. ARK believes Bitcoin might capture 70% of this market share, with the remainder dominated by smart contract networks like Ethereum and Solana.
In particular, the market capitalization of digital assets could reach $28 trillion by 2030. According to ARK’s forecasts, Bitcoin is likely to dominate the cryptocurrency market with a compound annual growth rate (CAGR) of about 63% over the next five years, growing from nearly $2 trillion to around $16 trillion by 2030.
Additionally, thanks to the GENIUS Act, financial institutions are reassessing their stablecoin and tokenization strategies. By 2030, the global tokenized asset market could exceed $11 trillion.
Traditional companies are building their own on-chain infrastructure. Circle, Coinbase, Kraken, OKX, Robinhood, and Stripe are launching proprietary L1/L2 networks to support their internal products, such as Bitcoin-backed loans, tokenized stocks and ETFs, and stablecoin-based payment channels.
3. Multi-omics technology — From treatment to cure
Following the strategic focus in 2025, ARK has completed a closed-loop upgrade in its optimistic outlook on the 'multi-omics' sector this year. The core addition to the report lies in its detailed depiction of AI’s deep integration with life sciences: AI is no longer just an auxiliary tool but the central engine decoding complex biological data, propelling multi-omics to evolve at a pace surpassing Moore's Law.
Cathie Wood also listed representative companies operating at different biological levels:
More importantly, ARK has outlined a blueprint for innovation in biology:a 'data flywheel'The deep integration of AI and multi-omics data is building a self-reinforcing virtuous cycle.'More data accumulation' drives 'better model iteration,' leading to 'more precise tools and therapies.'It is this virtuous cycle that could potentially drive an epic leap forward in human medicine by 2030.Transitioning from passive 'symptom treatment' to proactive 'root cause cures'.
Cathie Wood believes that AI systems will take over autonomous laboratories, leveraging vast multi-omics data to completely reconstruct the cost structure and return on investment in drug development. Below are the three key gears driving the precise operation of this flywheel:
⚙️ First Gear: Data Generation — Multi-Omics Tools
Core Function: Generating richer and cheaper biological data to provide 'fuel' for model training.
🎯 High-Energy Expectations by 2030: DNA reading costs drop 10-fold; sequencing demand surges 10 times.
🔎 Companies to Watch (Multi-Omics Tools):
⚙️ Second Gear: Execution Testing — Molecular Diagnostics
Core Function: AI + multi-omics signals enable earlier and more accurate 'radar lock' on diseases.
🎯 High-energy expectations for 2030: Molecular testing data volume increases 10-fold; AI-driven diagnostics increase 5-fold.
🔎 Focus targets (molecular diagnostics):
⚙️ Third loop: Inference and decision-making — drug development and cure
Core function: Transform biological insights into drugs, evolving from 'treating symptoms' to 'genetic cures'.
🎯 High-energy expectations for 2030: Commercialization speed increases 1.6 times; development costs reduced by 4 times.
🔎 Focus Targets:
Cure/Gene Editing Therapies: $Beam Therapeutics (BEAM.US)$$CRISPR Therapeutics (CRSP.US)$ $Intellia Therapeutics (NTLA.US)$$Prime Medicine (PRME.US)$
Through this flywheel, AI systems can operate autonomous laboratories, significantly reducing the cost of drug discovery and development by leveraging rich multi-omics data, while improving the overall industry's capital return rate.
In addition, ARK has also identified longevity as a key focus area. If it becomes possible to eliminate health damage caused by non-accidental deaths and aging, the total 'healthy life potential' in the US could double. Valuing each healthy year at $100,000, this represents a market opportunity worth approximately $1.2 quadrillion. By comparison, the current global biotechnology market accounts for only 0.1% of this potential market.
Fourth, Robotics — From 'Specialized' to 'General Purpose' and 'Quantifying Complexity'
The daily grind of household chores—cleaning, cooking, organizing—has long been an 'invisible black hole' in GDP statistics. Despite consuming significant societal effort, it shows up as zero on economic ledgers. ARK’s report keenly captures this macro transformation: humanoid robots will, for the first time, convert these vast amounts of 'unpaid labor' into quantifiable economic output, transforming the home setting from a pure 'consumption endpoint' into a new 'productivity hub.'
By 2030, the global robotics market is expected to reach $26 trillion (with $13 trillion in manufacturing and $13 trillion in home services). If humanoid robots achieve an 80% penetration rate in American households, it could boost US GDP growth by 20%.
Cathie Wood has also highlighted innovators and pioneers in the robotics field, including Tesla, Ubtech Robotics, and others.
In the autonomous driving sector, by 2030, the global enterprise value of Robotaxi is projected to reach $34 trillion, with technology platform providers (such as Tesla and Waymo) capturing 98% of the ecosystem’s value.
Cathie Wood believes that the Robotaxi technology platform is expected to capture a significant portion of the market advantage.
In autonomous logistics, by 2025, global autonomous drone/robot delivery volume will reach an annualized rate of 4 million orders, with long-haul autonomous truck mileage exceeding 250 million kilometers; by 2030, autonomous delivery revenue could reach $48 billion, with costs dropping 90% compared to manual labor (last-mile delivery costs falling from $15 per order to less than $1).
Five, Energy — The Backbone of AI Computing Power
By 2025, solar and wind power will account for over 70% of new global power installations; photovoltaic and battery costs will continue to decline (photovoltaic costs have decreased 90% since 2010, and LFP battery costs have dropped 85%), requiring $10 trillion in global power investment by 2030 to support AI data center needs.
ARK believes that new U.S. regulations are driving nuclear power costs back on a downward trajectory, and by 2030, the LCOE (Levelized Cost of Energy) of nuclear power may fall below that of natural gas.
Previously‘The 2026 Outlook | Musk and Huang Renxun Issue Collective Warning! Power Shortages Trigger New Opportunities, This List of Power 'Gold Mining' Opportunities’also highlighted opportunities in the power sector; interested readers can click to view >>
Finally, Cathie Wood also believes that the next bottleneck and solution for artificial intelligence are closely related to reusable rockets.
As the complexity of neural network models approaches the Earth's resource capacity limit,Power supplyandCooling systemHas become a hard constraint limiting the expansion of computing power. Facing this expansion limit, ARK has proposed a seemingly sci-fi yet logically coherent solution: leveraging the capacity dividend brought by reusable rockets to shift AI infrastructure into orbit. This implies thatThe next generation of cloud will no longer be constrained by terrestrial power grids and land but will be directly deployed in space.
The logic behind this concept combines bold imagination with pragmatic calculations. The report predicts that this airborne computing movement will stimulate a surge in demand for reusable rockets 60 times. In the long run, space computing not only solves physical bottlenecks but also brings a cost advantage that is25% lowerthan on the ground. AI and rockets, two originally parallel tracks, intersect here, vividly illustrating how innovative platforms catalyze each other and jointly open up an unprecedented commercial blue ocean.
‘2026 Outlook | The Space Industry Poised for a Breakout Year! Beyond SpaceX, This ‘Trending List’ Is Worth Bookmarking Ahead of Time’Outlined relevant investment opportunities for fellow investors to reference:
Summary
The computing power in the sky and the robots on the ground may seem far apart, but they actually stem from the same origin. ARK has revealed the singular truth behind this: a super innovation cycledriven by AI and the convergence of multiple technologieshas already begun. This is not an isolated trend, but rather an interconnected torrent. The future is no longer a distant imagination; it is rushing into our reality at an exponential pace.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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