Group 1 - In 2026, humanity will witness the "year of origin" for fifteen top technology fields, including autonomous driving, liquid cooling, domestic HBM, edge AI, solid-state batteries, AI applications, quantum computing, integrated storage and computing chips, brain-like computing, low-altitude economy, commercial aerospace, humanoid robots, silicon photonics, controllable nuclear fusion, and deep-sea technology [2][3][4][5][6] - The current market sentiment is characterized by a defensive cynicism, with many dismissing innovation due to economic challenges, which is a dangerous mindset [4][5] - Historically, significant technological revolutions emerge during crises, not in prosperous times, indicating that the current economic climate may be a precursor to a technological explosion [5][6] Group 2 - The convergence of these fifteen fields is not coincidental; they are interconnected, creating a "technological resonance" that will reshape the world [10][28] - The first core theme is "brain," focusing on making computing power as accessible as water and electricity, with advancements in edge AI, integrated storage, domestic HBM, and silicon photonics [12][15] - The second theme is "body," where advancements in autonomous driving, humanoid robots, and low-altitude economy will enable AI to interact with the physical world, transforming productivity [18][21] - The third theme is "heart," emphasizing the need for energy solutions like liquid cooling, solid-state batteries, and controllable nuclear fusion to support the demands of advanced technologies [23][24][27] Group 3 - The current economic difficulties mirror those of the 1920s in the United States, where technological advancements led to a significant economic boom despite widespread despair [29][32] - The technological resonance of the past was driven by electricity and internal combustion engines, similar to how the current technological advancements will drive economic growth [35][36] - The ongoing economic "clearing" in China is necessary for new technologies to flourish, as old systems must be dismantled to make way for innovation [37][39] Group 4 - The emergence of these fifteen fields represents a complete industrial chain, where computing power acts as the brain, embodied intelligence as the body, and new energy sources as the heart [28] - The "year of origin" signifies the beginning of commercialization for these technologies, which may face challenges such as high costs and low production rates [40][42] - Investors and entrepreneurs are encouraged to focus on these emerging fields for future opportunities, as they represent the next wave of innovation and economic growth [47][48]
注意,明年大趋势!
Xin Lang Cai Jing·2025-12-28 15:33