By 2026, the artificial intelligence (AI) sector is poised to become the focal point of the capital market. Investment opportunities within this realm are set to broaden, spanning from chip manufacturing to encompassing the entire AI ecosystem. AI unicorn Anthropic is gearing up to secure $10 billion in funding, boasting a pre-investment valuation of $350 billion. It is anticipated to go public as early as 2026, potentially marking one of the most significant initial public offerings (IPOs) in history. Similarly, OpenAI is engaged in discussions for a fresh round of funding, aiming to raise up to $100 billion, with a pre-investment valuation soaring as high as $750 billion. It is also contemplating submitting an IPO application in the latter half of 2026.
For individual investors eyeing the AI sector, it's prudent to focus on ecosystem chain companies like Microsoft, Google, and NVIDIA, which are listed on the U.S. stock market. Additionally, attention should be given to companies with tangible implementation scenarios listed on the A-share and H-share markets. Meanwhile, investors might want to explore AI-themed exchange-traded funds (ETFs), such as ARKQ, BOTZ, AIQ, and others, to diversify their investment risks.
When venturing into AI investments, it's crucial to conduct thorough research on specific segments. Seek out companies that are tackling real-world challenges. Utilize idle funds for a gradual investment approach, steering clear of the temptation to chase after highs. Maintain a long-term perspective, continuously educate yourself, and stay attuned to technological advancements.
