Hong Kong stocks, South Korea, and other Asia-Pacific markets performed strongly at the start of the year. The Hang Seng Index rose over 2%, and the Hang Seng Tech Index surged nearly 4%, demonstrating the market's enthusiasm for the technology sector.

Entering 2026, the bull market in tech stocks remains the main theme of the market. But the question is— which specific sectors will become the core focus this year?

Let's review the market hotspots. The following directions are worth paying close attention to:

First and foremost is the intelligent terminal sector represented by humanoid robots, which, together with chips, semiconductors, and large-scale computing infrastructure, form the hardware foundation of the AI revolution. Frontier areas like commercial spaceflight and brain-computer interfaces are also within this ecosystem. However, since commercial spaceflight has already seen considerable gains, it might be better to wait for a more substantial correction before considering entry.

Another important mainline is the energy revolution track. New energy technologies such as solid-state batteries and controlled nuclear fusion are expected to achieve industrial breakthroughs in the coming years, offering enormous potential.

In comparison, sectors benefiting solely from interest rate cuts and traditional super-major stocks seem somewhat dull. At this stage, the focus should remain on innovative sectors centered around AI and energy.