Looking ahead to 2026, the technology sector may enter a new growth cycle. As the commercial aerospace industry accelerates, related supply chain companies are worth关注—companies in aerospace components, communication equipment, and other fields are expected to benefit; the humanoid robot track continues to heat up, with high technical barriers and large market space in segments such as precision manufacturing and control systems; meanwhile, the commercialization of AI applications is also driving revaluation of companies in media, software, and other fields. These directions are not castles in the air but are based on a comprehensive judgment of the gradually完善产业链, policy support, and market demand. Investors can筛选 specific targets along these main lines,重点关注 company fundamentals and technical barriers.