Core Viewpoint - The article highlights the results of a survey conducted during the 2026 National People's Congress, indicating that the AI computing power industry chain is the most favored investment direction among investors, receiving 10,627 votes and a 40.61% approval rate, reflecting a strong consensus in the capital market regarding this sector [3][4]. Group 1: Survey Results - The survey attracted over 26,000 participants, including individual investors, institutional representatives, and professional analysts, showcasing a broad sample structure that reflects current market expectations [3]. - The first tier of industries includes AI computing power (40.61%), robotics and high-end manufacturing (33.73%), and low-altitude economy and commercial aerospace (32.40%), indicating strong confidence in high-end manufacturing and new productive forces [3][4]. - The second tier features semiconductors and storage (27.78%) and AI applications (26.60%), both recognized as core pillars of information technology [4]. - The third tier includes the power export industry chain (15.65%), next-generation energy technologies (15.42%), consumption recovery (13.63%), strategic resources (13.56%), and AI hardware (13.10%), reflecting diverse market expectations and structural layout strategies [4]. Group 2: Policy and Economic Context - The year 2026 marks a critical point for advancing the construction of a technology-driven nation, with a clear path for technological development [6]. - The government work report emphasizes the creation of a new intelligent economy and the expansion of the "Artificial Intelligence +" initiative, promoting the commercialization of AI across key industries [7]. - The report indicates that the AI computing power industry and semiconductor sectors are expected to undergo significant restructuring and growth, becoming core beneficiaries under the technology-driven national strategy [7]. Group 3: Investment Themes - Three main investment themes are highlighted: 1. Technological innovation, driven by the acceleration of economic transformation and the penetration of innovation into industrial sectors [8]. 2. Resource factors, with significant investments in major projects and the impact of geopolitical conflicts on resource prices, alongside the demand for resources driven by AI infrastructure [8]. 3. New consumption supply, focusing on expanding consumption in areas such as smart, digital, green, and emotional sectors, which will create numerous investment opportunities [8]. Group 4: Market Sentiment - Investors express strong confidence in the industrial opportunities presented in the opening year of the 14th Five-Year Plan, with new productive forces being a core consensus [9]. - The survey results provide valuable decision-making references for investors participating in the 2026 National People's Congress market trends [9].