What are the most worthwhile investments in the AI era?

The top Wall Street consensus trade for 2026—HALO trade—first, get the stocks, recommended to save.
1️⃣ Industrial Manufacturing: This includes large machinery like excavators and tractors (similar to Sany Heavy Industry, XCMG in A-shares).
2️⃣ Basic Materials: Mainly non-ferrous metal mines and basic chemicals (like Zijin Mining).
3️⃣ Traditional Energy: Oil and natural gas extraction industries (like the "Three Oil Giants").
4️⃣ Utilities: Essential services closely related to our daily life, such as water, electricity, and gas (for example, China Yangtze Power).
5️⃣ Core Logistics and Essential Consumer Goods: Including large storage facilities and everyday brands like Coca-Cola that are needed regardless of economic conditions.
In simple terms, the HALO strategy is one sentence: while everyone is chasing the AI bubble, turn around and buy those "hardcore real assets" that can't be stolen or destroyed.
This strategy emerged mainly because the current AI market is too volatile:
• Previous capital: Focused on high-tech stocks like chips and data centers that are "hot topics." Although they made big profits, their drops were also nerve-wracking, and technology evolves so fast that new tech could replace old ones at any time.
• Current shift: Capital is starting to "seek safety," flowing into tangible, visible "big players" (such as factories, large equipment, underground mineral resources).