2026-01-03 03:20:20

#数字资产动态追踪 At the start of 2026, a flurry of conferences and industry events erupted—new energy batteries, commercial aerospace, chips, pharmaceuticals, consumer electronics, innovation in information technology, robotics, computing infrastructure, 6G, petrochemicals, intelligent driving, controlled nuclear fusion, one topic after another, with a pace that’s almost flying.

Although it seems like each is following its own path, they all point back to the same three core areas: advanced manufacturing, high-end manufacturing, and artificial intelligence. In other words, the main theme of the market this year hasn't changed—it's still centered around "big tech." This sector has the strongest strategic certainty and the most sustained potential, which is why it remains the main focus for many investors.

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FomoAnxiety

· 01-04 14:05

Basically, it's the same old trick—promoting concepts under different disguises. The big tech sector is indeed stable, but is it a bit late to get in now? I'm optimistic about nuclear fusion; it's much more reliable than intelligent driving. All these conferences piling up—how many real opportunities are there? I really can't understand artificial intelligence anymore; it's too competitive. There might still be some opportunities in computing power—who knows? The pace is fast, but you have to keep a steady mindset.

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DefiEngineerJack

· 01-03 03:50

actually™ the real play here isn't just "big tech" narrative... it's which of these verticals actually has non-trivial defensibility metrics. most of this is hype cycle theater. show me the formal verification on which ones have real moats

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MissedAirdropBro

· 01-03 03:43

Great technology never fades, another round of celebration is coming --- Chips, aerospace, nuclear fusion are bombarding in turn, but honestly it's still the same narrative --- The three words that can make money in 2026: Great technology --- Strong certainty means competition. Those who should have entered early already did --- Every day new concepts, but the underlying logic hasn't changed, it's old news --- It feels like the hard tech train is about to derail. Are the high-positioned bagholders ready? --- Is the pace so fast that it's flying? I feel like it's just harvesting leeks, the pace is fast --- Strong strategic certainty also means the risk is certain. Understanding this logic in reverse is more realistic

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0xSleepDeprived

· 01-03 03:39

The big tech sector is indeed stable; now it's just a matter of who can buy the dip.

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DaoGovernanceOfficer

· 01-03 03:29

nah, all this "mega tech thesis" stuff feels like decentralization theater to me tbh. everyone's just chasing the same winners, zero actual differentiation in the portfolio allocations anymore. where's the on-chain governance layer in any of this? 🤔

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