Recently, the “Open Integration New Opportunities - 2025 Overseas Investment Development Conference” hosted by China Securities News was held in Shanghai. Wan Chengshui, founder of Global Value Chain Investment, expressed his views on the core drivers and investment opportunities of global asset allocation in 2026 during the roundtable dialogue session. He said that profound changes in global technology will be the core investment logic for the medium to long term after 2026, while the artificial intelligence revolution will bring investment opportunities. When analyzing the drivers of asset allocation in 2026, Wan Chengshui said that the accelerated development of global technology has profoundly affected the political and social ecology. Artificial intelligence technology has the characteristics of self-iteration and self-acceleration. In the future, innovative leaders in this field may form a generational leader. This trend may become the core logic of financial investment in the next few years. Regarding asset allocation, Wan Chengshui said that artificial intelligence is still the main line of investment, and focused on investment opportunities in the four major fields of US stocks. First, in the energy sector, there is a significant gap in demand for power generation, energy storage, and power grids in the US. Small modular nuclear power plants, energy storage, and power transmission and distribution equipment are all worth paying attention to. The second is the field of computing power, which includes the two levels of chips and data centers. Nvidia and Google have shown a leading edge in the chip field, and there are opportunities in other segments such as liquid cooling around data center construction. Third, in the field of models, in addition to Google, OpenAI, and Anthropic, Musk's large-scale models and fully autonomous driving technology based on the physical world may usher in breakthroughs in 2026. Fourth, at the application and data level, related products received positive feedback from the market at the end of 2025, terminal products equipped with AI agents may become popular, and sparked a boom in investment.

Recently, the “Open Integration New Opportunities - 2025 Overseas Investment Development Conference” hosted by China Securities News was held in Shanghai. Wan Chengshui, founder of Global Value Chain Investment, expressed his views on the core drivers and investment opportunities of global asset allocation in 2026 during the roundtable dialogue session. He said that profound changes in global technology will be the core investment logic for the medium to long term after 2026, while the artificial intelligence revolution will bring investment opportunities. When analyzing the drivers of asset allocation in 2026, Wan Chengshui said that the accelerated development of global technology has profoundly affected the political and social ecology. Artificial intelligence technology has the characteristics of self-iteration and self-acceleration. In the future, innovative leaders in this field may form a generational leader. This trend may become the core logic of financial investment in the next few years. Regarding asset allocation, Wan Chengshui said that artificial intelligence is still the main line of investment, and focused on investment opportunities in the four major fields of US stocks. First, in the energy sector, there is a significant gap in demand for power generation, energy storage, and power grids in the US. Small modular nuclear power plants, energy storage, and power transmission and distribution equipment are all worth paying attention to. The second is the field of computing power, which includes the two levels of chips and data centers. Nvidia and Google have shown a leading edge in the chip field, and there are opportunities in other segments such as liquid cooling around data center construction. Third, in the field of models, in addition to Google, OpenAI, and Anthropic, Musk's large-scale models and fully autonomous driving technology based on the physical world may usher in breakthroughs in 2026. Fourth, at the application and data level, related products received positive feedback from the market at the end of 2025, terminal products equipped with AI agents may become popular, and sparked a boom in investment.