Investment Maps · 2026 · US / HK / A-Shares
Each map profiles leading companies along the upstream-to-downstream value chain — core products, moat ratings, investment thesis, key metrics & risks — plus ETF tools, decision signal calendars and risk matrices. Data as of July 2026.
From power infrastructure through compute services and models to application monetization — profiles 38 leading companies including NVIDIA, TSMC, and Microsoft across the full AI value chain.
Full semiconductor stack from EDA, equipment, and materials through chip design, fabrication, and packaging — analyzing the competitive landscape of 20 leaders including NVIDIA, TSMC, and ASML.
AI compute demand is reshaping global energy markets. Profiles 31 power & energy companies from uranium mines to data center operators — nuclear, gas turbines, solar/wind, grid equipment and IDC REITs.
From precision reducers, motors, and sensors to full humanoid robot systems and deployment scenarios — covers 23 companies including Tesla Optimus, UBTECH, and Unitree Robotics and the embodied AI investment thesis.
From mining hashrate to stablecoins and RWA — analysis of 20 blockchain companies across US, HK & A-shares including Coinbase, Strategy, and Circle, with deep coverage of the current deep drawdown and market bifurcation.
From life science tools and CXO contract services to innovative drugs and commercialization — profiles 26 companies including Eli Lilly, Novo Nordisk, WuXi AppTec, and BeiGene, with focus on GLP-1, ADC, and global licensing themes.