Galaxy Securities recommends that when it comes to investment strategies for 2026, investors should keep a close eye on 'two core themes + two subsidiary trends'. The first core theme centers around emerging high-quality productive forces. This encompasses pivotal development areas outlined in the '15th Five-Year Plan', such as artificial intelligence, quantum technology, embodied intelligence (also known as embodied AI, referring to AI systems with physical bodies or the ability to interact with the physical world), new energy, and controllable nuclear fusion.

The second core theme emphasizes the manufacturing and resource sectors. Here, anti-internal-competition policies are driving optimizations in supply-demand structures. Coupled with expectations of price recoveries, this sets a clear trajectory for profit resurgence in industries like non-ferrous metals, basic chemicals, and power equipment.

Turning to the subsidiary trends, the first one involves the consumer sector. With the continuation of policies in 2026 that encourage trading in old consumer goods for new ones, along with a strategic focus on expanding domestic demand, there are promising opportunities for strategic positioning in the consumer market.

The second subsidiary trend underscores the globalization trend of enterprises. By tapping into overseas markets, companies can further widen their profit margins, presenting a lucrative avenue for growth.