Sou Hu Cai Jing·2026-01-27 00:49Group 1: AI Infrastructure - AI infrastructure is set to become the core of the next generation of cloud computing, driving sustained growth in data center system investments [2] - Data center system investments are projected to reach approximately $500 billion by 2025, growing to $1.4 trillion by 2026, primarily driven by AI-related workloads, creating significant market opportunities for hardware manufacturers like Nvidia and AMD [3] - The competition in the AI chip market is intensifying, with Nvidia currently leading, while competitors like AMD and Google are catching up, fostering technological innovation and cost reduction [5] - The growth of AI infrastructure extends beyond hardware to include software and networking technologies, with increasing demand for high-performance computing and storage as AI model complexity rises, leading to continuous revenue growth across the industry [7] Group 2: AI Consumer Operating Systems - AI is emerging as a new consumer operating system, transforming the economics of search, discovery, transactions, and e-commerce [8] - The rise of AI agents is expected to capture 65% of global search traffic by 2030, altering the traditional search engine market and creating new revenue streams for AI-driven search platforms and advertising businesses [9] - AI consumer operating systems will drive rapid growth in advertising and subscription revenues, projected to reach $900 billion by 2030 [11] Group 3: AI Productivity - AI is expected to significantly enhance productivity, reduce repetitive tasks, and elevate the automation level of knowledge work [12] - AI tools can dramatically improve the efficiency of knowledge workers, with the cost of AI models decreasing exponentially, exemplified by a 91% reduction in software development costs over eight months [14] - The global competitive landscape in AI shows the U.S. leading, while China is strong in the open-source model domain [12] Group 4: Bitcoin - Bitcoin is projected to continue expanding as an emerging asset class, with its market value expected to reach $16 trillion by 2030, presenting substantial opportunities for investors and financial service providers [14] - Increasing institutional participation in Bitcoin is enhancing its market acceptance, which will further stabilize prices and lay a foundation for future growth [16] - The improving regulatory environment is expected to enhance Bitcoin's legitimacy and market stability, attracting more traditional investors [16] Group 5: Tokenized Assets - The tokenized asset market is anticipated to grow from $19 billion in 2025 to $11 trillion by 2030, offering significant market opportunities for fintech companies and blockchain platforms [17] - Tokenization will encompass a variety of asset classes, providing investors with broader investment choices and driving innovation in financial markets [19] - Increased regulatory support for tokenized assets will enhance market legitimacy and stability, further promoting their adoption [19] Group 6: Decentralized Finance (DeFi) Applications - DeFi applications are becoming the core engine for digital asset growth [20] - Revenue from DeFi applications is expected to reach approximately $3.8 billion by 2025, indicating substantial market opportunities for DeFi protocol developers and operators [22] - The rise of DeFi applications will lead to more efficient and transparent financial services, fostering innovation in financial markets [22] Group 7: Multiomics - Multiomics technology is set to drive significant transformations in healthcare, from disease diagnosis to drug development [23] - The integration of AI and multiomics technology will accelerate drug development processes and reduce R&D costs, creating substantial market potential for pharmaceutical companies and AI-driven drug development platforms [25] - Multiomics technology has the potential to extend healthy lifespans, generating significant economic value and long-term growth opportunities for related enterprises and investors [25] Group 8: Reusable Rockets - Reusable rocket technology is expected to lower space exploration costs, promoting the development of satellite communications and space infrastructure [26] - SpaceX's reusable rocket technology has already significantly reduced launch costs, with future costs projected to drop to $100 per kilogram, facilitating growth in satellite communications and space tourism [27] - The satellite communication market is forecasted to reach $160 billion by 2035, providing substantial market opportunities for satellite operators and related technology providers [29] Group 9: Robotics Technology - Robotics technology is projected to create approximately $26 trillion in market opportunities, benefiting robot manufacturers and AI integrators [30] - The application of robotics will diversify across various fields, from industrial automation to home services, driving continuous innovation and development in related technologies [32] - The widespread adoption of robotics technology will expand the related industry chain, offering sustained growth opportunities for investors and enterprises [32] Group 10: Distributed Energy - The declining costs of solar energy, battery technology, and nuclear energy will drive the adoption of distributed energy systems [33] - The deployment of distributed energy systems is expected to increase significantly to meet global electricity demands, providing long-term growth opportunities for related enterprises and investors [35] - Innovations in distributed energy technology will transform energy systems, leading to continuous revenue growth for related companies [35] Group 11: Autonomous Vehicles - Autonomous vehicles are set to change transportation methods and reduce travel costs [36] - The market value of autonomous vehicles is projected to reach $34 trillion by 2030, presenting significant market opportunities for automotive manufacturers and technology suppliers [37] - The application of autonomous vehicles will diversify across various sectors, driving ongoing innovation and development in related technologies [40] Group 12: Autonomous Logistics - Autonomous logistics will lower logistics costs and improve delivery efficiency through drones and self-driving trucks [42] - The technology is expected to significantly reduce logistics costs, driving rapid market growth and providing substantial opportunities for logistics technology providers and drone manufacturers [43] - The application of autonomous logistics technology will span various fields, from last-mile delivery to long-haul transportation, fostering continuous innovation and development [44] Group 13: Blockchain Technology - Blockchain technology is poised to drive innovation in finance, supply chain, and digital identity sectors [47] - The technology will create significant market opportunities for blockchain platform developers and related service providers [48] - As blockchain technology becomes more widespread, the related industry chain will continue to expand, offering sustained growth opportunities for investors and enterprises [49]