Recently, I couldn't help but add to my positions again. The key is that these opportunities are just too hard to resist.

Looking towards 2026, my allocation strategy is very clear: AI-related niche sectors must be a focus, especially humanoid robots and energy storage, as these two areas are definite growth drivers for the future. At the same time, the non-ferrous metals sector is also worth布局—confident that gold-backed assets can stabilize the precious metals market, and the demand for industrial metals like silver and copper will continue to strengthen.

Regarding specific picks, on the A-share side, I mainly allocated to Jiang Copper, Zijin Mining, and Luoyang Molybdenum—these are leading non-ferrous metal companies with solid industry positions. In the US stock market, I increased positions in Tesla, Oracle, and Google—covering electric vehicle leaders, cloud computing infrastructure, and AI application ecosystems, all three lines of business.

In essence, it's about balancing between technological innovation and commodity cycles. If these directions can develop by 2026, the current布局 makes sense.