Investing in US Stocks: Four Topics to Overlook for in 2026

The S&P 500 Index Reaches New Highs, the Technology Industry Continues to Become the Upcoming Investment Topic, Only Money Moves from the Most Popular Index 7 to Other Hot Investments Continues to Become the Next Top Investment Topics, Only Money from the Major Markets Indices Moves to the Other Hot Ones The symbol of the investment sign. At the end of CES 2026 (Consumer Electronics Show), this investment concept is at the bottom of the fire. Called the Year of AI in Robotics and Physics, this year's event is filled with demonstrations of humanoid robots, driverless drivers, AI power chips, and edge innovations related to a variety of energy, bringing outer space, energy, unmanned aerial vehicles, and human mechanics to the forefront of the Capital Markets. Doorpoint. Today's article will take a look at these four big themes, and how CES 2026 came out of mass.

Top 4 Investing Topics for U.S. Stocks 2026

1. Humanoid Robots — the hottest, most eye-catching topic

CES 2026 could be said to be the year of the “big explosion of humanoid robots”, with almost all the major factories coming for the camera:

— Boston Dynamics has officially launched the Atlas electric version into production, and Hyundai announced the start of physical deployment at its Georgia plant in 2026.

Nvidia launches the Gr00T and Cosmos platforms, with dedicated Humanoid Robotics to do management+action+visuals, and partners with Boston Dynamics, Caterpillar, and LG.

LG unveils CloID Robotics for home, which can fold clothes, bowls, and cook rice, despite the possibility of commercialization.

Some manufacturers such as Figure, Unitree, EngineAI are exhibiting humanoid Robotics of small or low volume production, such as jumping dance, tabletop ball, branding, and foaming coffee.

INVESTMENT LOGIC: FROM “LAB TOYS” TO “FACTORY/HOME LABOR”, SMALL SCALE COMMERCIALIZATION IS EXPECTED TO BEGIN IN 2026-2028. $NVIDIA(NVDA.US)$ 、 $Advanced Micro Devices(AMD.US)$ 、 $Qualcomm(QCOM.US)$ Chip supply chain, Tesla (Optimus), Hyundai/Boston Dynamics are all in focus. The market estimates the track to be several trillion dollars in size over the next 10 years.

As far as humanoid robots are concerned, everyone is more familiar with TESLA's Optimus and the IRON mentioned last year by Xiaopeng. However, the author believes that in addition to the robot, the related parts are worth paying attention to.

As a matter of fact, the Industry Chain of this individual mechanic is currently at an early stage. The Concept is strong and offers investors the advantage of companies that are technologically mature. On the supply chain, Hong Kong shares are likely to benefit and more companies.

2. Autonomous Driving/Robotaxi — from L2+ to L3/L4

The driverless exhibition area at CES 2026 and the outdoor demonstration area are equally lively:

— Nvidia launches the Alpamayo open model, dedicated to solving the “long tail corner case” directly for Robotaxi.

— Uber + Nuro and Lucid join forces to present Robotaxi, the Gravity SUV version, which aims to hit the road by the end of 2026.

— Mercedes-Benz announces new L3 system, Zoox, Waymo and others continue to expand urban testing.

Many manufacturers use powerful tuning software to define Cars+AI driving, leading to the arrival of the Level 4 private unmanned vehicle with foldable square wheels.

Investment Note: Capital is moving from electric vehicles to automated driving of coins, which is the Robotaxi business model. It's just that many of the supply chains related to NVIDIA, Qualcomm, Mobileye, Hesai are computing or sensory-related, traditional Cars have managed to convert to data platforms, or service platforms will be the focus of the market.

The Driverless Concept, which is of paramount importance to the practitioner in the above diagram, can be inferred: $Tesla(TSLA.US)$ $Pony AI(PONY.US)$ $WeRide(WRD.US)$ $Hesai(HSAI.US)$ $XPeng(XPEV.US)$ $MERCEDES-BENZ GROUP AG UNSP ADR EACH REP 0.25 ORD SHS(MBGYY.US)$ $Uber Technologies(UBER.US)$ $Lyft Inc(LYFT.US)$  

3. Outer Space — Relatively low-key but limitless potential

Outer space isn't the most prominent topic at CES 2026, but there are still plenty of links:

—Robotics technology has been widely used in space (Starfleet, satellite maintenance).

Some exhibitors refer to the Aerospace AI training model for Robotics durability in extreme environments.

— Overall investment climate: As SpaceX, Blue Origin, etc. continue to advance, satellite networking, space manufacturing, moon base-related supply chains are beginning to be taken into account.

INVESTMENT NOTE: THE SHORT TERM IS NOT THE PREVIOUS THREE HEATS, BUT THE LONG TERM IS THE NEXT FRONTIER OF THE HUMAN RACE, AND IN THE SHORT TERM IT IS VERY LIKELY TO BECOME A LEO BATTLE FOR AERONAUTICAL RESOURCES. Replicate with Robotics, Energy Altitude (Space Solar, Space Robotics etc.

The biggest focus of this sector is on SpaceX's IPO this year, which will benefit the Industry while keeping the market focused on commercialization. SwallowThe Technology Black Horse of 2026, an Unforgettable Investment Opportunity The article mentioned the development of the low Earth orbit in LEO space.

This Sector can be noted at first: $Amazon(AMZN.US)$ $Rocket Lab(RKLB.US)$ $Lockheed Martin(LMT.US)$ $Boeing(BA.US)$

4. Energy—AI and the Robotics of the Age of Robotics

This CES led to high attention on energy development:

Robotics and drones require a lot of power, and AI data centers consume a lot of power.

U.S. energy officials talk about innovation and energy at CES, giving a multi-venue talk on how Robotics and Smart Cities are driving New energy needs.

Battery technology (Semi Solid State, Sodium Battery, Power, Smart Grid, etc. Manufacturer and manufacturer.

Robotics operate continuously for 4 hours of hot-plugging Battery, electric vehicle, etc., to upgrade energy related investment temperature.

Investment book: In the age of Robotics in the AI+physics world, the demand for electricity will grow exponentially. Renewable energy, energy storage, energy (small modules), grid intelligence are big issues.

In the past year, the majority of people turned against the AI Energy Sector and did not survive. Solar panel modules can be strengthened by eliminating the most familiar standards and energy saving Batteries. The imaginary space of solar photovoltaics in space is unlimited, solar panels in space are 30-40% higher than on Earth, and each square meter of production is 10μm above ground level. With the creation of a more efficient cooling environment in outer space, the market is well positioned to channel data centers, which is why SpaceX's IPO will be key this year.

On the Energy Sector, Be Careful $Oklo Inc(OKLO.US)$ $Bloom Energy(BE.US)$ $First Solar(FSLR.US)$  $Nextpower(NXT.US)$ $NextEra Energy(NEE.US)$ $GE Vernova(GEV.US)$ $Vistra Energy(VST.US)$

Small summary

These four Sectors of Aerospace, Energy, Driverless, and Mechanical Engineering are the top investment topics in the US stocks right now, and the longer term development charts are likely to begin in the next 1-3 years, but the key point is that the current commercialization or regulatory modulation phase is possible in 1-3 years. This means that our risks are high, but at the same time we can expect diving feedback.

Meanwhile, at CES 2026 clearly tell us:

AI is no longer just a computer and a program, it is starting to navigate the world of physics — using two-lane roads (humanoid robots), self-starting vehicles (driverless driving), energy consumption, and making it possible to fly into space in the future.

Computability is important, but performance on the app side is more of a focus now.

In a recent sign, the Risk of Sectors or Related Stocks that have been quoted today is high and has risen 40% since the start of the year. At present, the risks that can be considered high and high are the most important in terms of investment, good risk management, the use of improved technical analysis after the case, and control risks with the bull stop order function. Stocks that invest in this type of high-beta are far from mobile. At the same time, there will be a risk of failure from time to time.

The purpose of this article is for people to understand and Share the stories and perspectives behind the entire Industry. The most important thing is to get rid of the risk of using the Stop function after purchase, but it is not a simple way to get involved with it by simply doing something that is not workable or raising or dropping. Given the wide scope for development of these industries, it also means that the industry will not change depending on the environment and the reasons for production.

Futu Securities, Chief Analyst, Hui Chi-Lok

(The author is a licensee of the Securities and Exchange Commission and its affiliates do not have any financial interest in the proposed issuer of shares)