1. AI hardware and infrastructure
This remains the core of the cycle. Demand is shifting from training to sustained utilisation, inference, memory, optics, power management, and EDA. Valuations matter, but earnings visibility supports this theme.
2. Application software with real AI monetisation
2026 is more about re-rating than growth acceleration. Winners will be sticky enterprise platforms embedding AI agents into workflows with clear pricing power and cash flow discipline.
3. Robotics and embodied AI (selective exposure)
High potential but volatile. Near-term moves are sentiment-driven, while consolidation favours full-stack players with scale, data, and capital strength.
Is the Mag 7 still a pick?
Yes, but selectively. It is no longer a single trade. Alpha lies in choosing the right beneficiaries within the ecosystem.
Overall, 2026 rewards discipline, differentiation, and valuation awareness.
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- NicoleBryce·01-02Solid picks! AI infrastructure and selective Mag 7 sound spot on for 2026. Discipline pays off. [强]LikeReport