Core Viewpoint - The "14th Five-Year Plan" presents significant investment opportunities in sectors such as commercial aerospace, AI applications, autonomous driving, and brain-computer interfaces, which are expected to drive China's asset investment landscape in the coming years [1][2][3]. Investment Opportunities - The "14th Five-Year Plan" is a strong policy guide that has historically not been ignored, indicating a global consensus on the industrial trends, particularly in AI new productivity [2]. - The focus on AI new productivity is essential for stable investment, emphasizing the need to track major trends and select core targets for thematic investments [2][3]. Eight Core Tracks - The eight core tracks identified from policy guidance and industrial trends include: 1. **Commercial Aerospace**: A competitive race for low-orbit satellite resources, with significant developments expected in 2026 [7][8]. 2. **AI Applications and Domestic Substitution**: The commercialization of AI applications is crucial for overcoming skepticism about AI's viability, with a focus on domestic semiconductor and model advancements [9][10]. 3. **Humanoid Robots**: Anticipated mass production by Tesla in 2026, marking a significant market opportunity [12][13][14]. 4. **Edge AI Hardware**: AI glasses are expected to be the next major entry point for AI technology, with significant market potential [15][16]. 5. **Autonomous Driving**: The transition from testing to implementation of L4-L5 autonomous driving technologies is expected to drive industry upgrades [17][18]. 6. **AI Energy Infrastructure**: The increasing power demands of AI necessitate breakthroughs in energy supply, particularly in nuclear and gas power [19][20]. 7. **Strategic Resources**: The demand for strategic resources like copper and rare earths is expected to rise due to supply chain security and economic conditions [22]. 8. **Frontier Fields**: Long-term investment opportunities in emerging technologies such as quantum computing and brain-machine interfaces [23][25]. Key Investment Signals - Key investment signals to monitor include: 1. **IPO Progress**: The IPO status of Chinese tech unicorns and major global players like SpaceX and OpenAI will influence capital flows into aerospace and AI sectors [26]. 2. **Technological Breakthroughs**: Significant advancements in technologies such as Tesla's Optimus and China's rocket recovery systems will serve as indicators for market movements [27]. 3. **Industry Developments**: Progress in domestic chip manufacturing and AI model capabilities will be critical for investment decisions [27]. Summary - The year 2026 marks the beginning of the "14th Five-Year Plan," with AI new productivity as a key investment theme. The commercial aerospace and AI applications sectors are expected to be the strongest technology investment directions, while humanoid robots, domestic semiconductors, AI glasses, and energy infrastructure will also play significant roles. Strategic resources and frontier fields will provide long-term investment opportunities [29].

格隆汇交易学苑 . 以基本面为基础，专注于趋势交易 从去年下半年开始，十五五规划的机会就进入我们的投研视野和投资布局中，而2026年开年，市场持续热炒 的 商业航天、AI应用、无人驾驶、脑机核电 等都进一步反馈和验证了 "十五五 "的AI新质 力的创富"钞能 力"。 AI新质力两词连起来看起来似乎有些别扭，实际上就是 AI人工智能时代的中国式 新质生 产力 ，这俩关键词跟 十五五规划凑到一起，就是未来几年的中国资产的最大投资主线。 虽然我们之前已经多次在公开和圈子里都阐述了十五五投资机会，这次站在26年开年之际， 我们结合近期机 构最新调仓动向，用大白话再跟大家把赛道逻辑跟大家讲透彻 十五五8大核心赛 道 方向 ，以及26年该怎么抓 住这些机会。 以下文章来源于格隆汇交易学苑 ，作者格隆汇小编 12月格隆汇公众号 已从商业航天 入手阐述十五五7大科技方向机会，表现持续强势 01 先搞懂核心逻辑：为啥十五五AI新质力必须重视？ 做稳进的投资，先看大方向，再去精选赛道和核心标的做趋势题材投资。20251221公开大直播《2026十五 五新质力与大金融行业展望》这场我们就阐述鲜明观点： 中国的五年规划具有很强的政策 ...