Core Viewpoint - The investment outlook for 2026 is optimistic regarding large-cap leading value stocks, which are expected to offer better value compared to mid-cap and tech growth companies that lagged in 2025 [1] Sector Summaries - Growth sectors to watch include AI, domestic self-controllable technologies, consumer electronics, internet applications, military satellites, high-end equipment, robotics, energy storage, and electrical equipment [1] - In the cyclical sector, opportunities are seen in photovoltaic, pig farming, aviation, express delivery, and chemicals, driven by the anti-involution policy [1] - The significant increase in computing demand from cloud service providers is expected to accelerate the development of the domestic computing chip industry chain, potentially leading to a substantial market share increase for domestic manufacturers [1] - The cloud service industry is anticipated to experience rapid growth due to the explosion in AI demand and the return of overseas demand [1] - Expansion in advanced processes and breakthroughs in domestic photolithography machines are expected to further enhance market opportunities in related industries [1]
前海开源基金崔宸龙：看好2026年大盘龙头股投资机会
Zhong Zheng Wang·2025-12-18 13:50