26年持续挖掘十五五AI新质力机遇：八大必看核心科技赛道，已有涨超2倍！

Core Viewpoint - The article emphasizes the investment opportunities arising from China's 14th Five-Year Plan, particularly focusing on AI's new productive forces as a major investment theme for the coming years [4][7]. Investment Opportunities - The article outlines eight core investment tracks that are aligned with the 14th Five-Year Plan, highlighting their potential for growth and the importance of understanding the underlying logic behind these sectors [5][11]. Eight Core Tracks 1. Commercial Aerospace: The global competition for low-orbit satellite resources is intensifying, with significant developments expected in 2026. Companies involved in rocket recovery and satellite manufacturing are poised for growth [13][15]. 2. AI Applications and Domestic Substitution: The commercialization of AI applications is crucial for overcoming skepticism about AI's viability. Domestic semiconductor advancements and AI model iterations are expected to drive growth in this sector [17][20]. 3. Humanoid Robots: Tesla's production of humanoid robots is anticipated to mark a significant turning point in 2026, with the potential for large-scale production and substantial market impact [19][21]. 4. Edge AI Hardware: AI glasses are projected to be the next major entry point for AI technology, with significant market potential as companies like ByteDance and Google prepare to launch products [23][25]. 5. Autonomous Driving: The transition from testing to implementation of Level 4 and Level 5 autonomous driving technologies is expected to drive upgrades across the supply chain, supported by favorable policies [26][27]. 6. AI Energy Infrastructure: The increasing energy demands of AI technologies necessitate advancements in energy infrastructure, particularly in nuclear and gas power generation [28][29]. 7. Strategic Resources: The demand for strategic resources, likened to "new oil," is expected to grow due to supply chain security and economic factors, with a focus on metals like copper and rare earth elements [30][31]. 8. Frontier Fields: Emerging sectors such as nuclear fusion, quantum computing, and brain-machine interfaces are identified as long-term investment opportunities, with potential breakthroughs expected in the coming decade [31][33]. Key Investment Signals - Investors are advised to monitor specific indicators such as IPO progress of tech unicorns, technological breakthroughs in key sectors, and advancements in domestic chip manufacturing and AI model capabilities [34][35].