Core Viewpoint - ETFs are highlighted as an effective means to gain exposure to macro mega-trends, particularly in growth areas such as AI, electricity generation, and military defense [1] Group 1: Investment Strategy - The approach is focused on long-term investments in macro ideas through low-risk ETFs and CEFs [1] - The individual has nearly ten years of experience trading stocks and currencies and currently manages a family fund [1] Group 2: Market Focus - The article emphasizes the importance of investing in sectors that are expected to experience significant growth, such as AI and military defense [1]

AI发展趋势与挑战 - AI发展依赖算力，算力最终依赖电力驱动数据中心 [1] - 美国在模型复杂度和质量方面领先，但在电力生产方面落后 [1] - 电力生产的滞后可能会限制美国AI的发展 [1] 能源策略建议 - 需要重视各种形式的电力生产激励措施 [1] - 需要重视电力存储激励措施 [1] - 需要重视电力传输和分配激励措施 [1]