The AI hardware and software supply chain is mainly located in the Asia-Pacific region, including the United States, Taiwan, and Japan. It is estimated that the increased demand will continue to boost the profitability of the relevant supply chain.
Market Overview
Latest market analysis and insights
Latest survey: The US, Japan, and Taiwan are all indispensable
technology hubs; fixed-time quotas have nearly doubled
The stock market is still expected to benefit from AI and
corporate profit growth trends in 2026.
Capital expenditures by major U.S. tech companies are driven by substantial demand and supported by profits, and their stock valuations remain reasonable relative to profit growth. The Fed's rate-cutting cycle is still beneficial to AI development, and concerns about an AI bubble are premature.
Nobody Knows, But You Can Prepare Yourself
Howard Marks once reminded investors that uncertainty is the norm, and a rational investment strategy is the only solution to weather the storm. In a market full of unknowns and noise, only by establishing a disciplined investment mechanism can we accumulate long-term compound interest on assets.
Corporate Profit Growth Momentum Remains Strong; Stock Market
Optimistic for 2026
Corporate profit growth momentum remains strong, and the stock market is expected to continue its optimistic development in 2026. The estimated profit growth rate of US companies in 2026 is still expected to reach nearly 14%, while the profit growth rate of Taiwanese companies in 2026 is expected to continue to rise to nearly 23%
Investment Insights
Expert analysis and perspectives on investment opportunities
Credit concerns are limited, and solid financial reports from
large banks support market confidence
With Sino-US trade tensions easing slightly, and TSMC revising up revenue and capital expenditure, the AI outlook remains optimistic; The S&P 500 rose 1.7% for the week after breaking off regional bank credit problems.
what is Buffett thinking? Take stock of 4 major investment
wisdoms at once!
In the face of financial market shocks and constant noise, the investment mentality should maintain the calmness of the "stock god" Warren Buffett and continue to use the "Interest Rate High Fixed Quota" and the "Gold Compound (Mother and Child Fund) Investment Method" to invest disciplinedly!.
Rare earth policy has become a key bargaining chip in China,
and the short-term volatility of the stock market is a technical
correction
Looking ahead to 2026, major corporate earnings are still expected to maintain double-digit growth, capital expenditures related to AI and semiconductors continue to expand, and the Federal Reserve has entered a moderate interest rate cut cycle, and the overall environment is still favorable for the continuation of the medium-term bullish trend in the stock market.
From inflation control to de-dollarization: Long-term support
and short-term concerns for gold prices
Gold prices have been strong in recent years, primarily driven by the global trend of "de-dollarization" and the restructuring of the international financial order. Central banks around the world have continued to significantly increase their gold holdings, challenging the long-term credibility of the US dollar and providing strong structural upward support for gold prices.