If the wave of commercial spaceflight truly subsides, what's the next theme? I believe there are at least six directions worth paying attention to.



First and foremost are humanoid robots. National policies are leaning in this direction, technology is gradually maturing, a complete industrial system is taking shape, and mass production has already begun. With fivefold driving forces supporting it, this is the most direct successor.

Next is intelligent driving. Chongqing, Shanghai, Beijing, Tianjin are all promoting it, followed by Guangzhou in the public transportation sector, and Hangzhou is even more aggressive, deploying across the entire area. Don't laugh—before long, all roads across the country will be filled with autonomous vehicles. This is no longer science fiction.

AI applications have long been fully developed, with presence in education, healthcare, agriculture… every corner of life and work can see its influence.

Controlled nuclear fusion cannot be left out. International competition is right there, and we must keep up, and do so quickly, effectively, and at low cost.

Then there's energy metals and rare earths—non-ferrous metals, precious metals, energy metals, synthetic diamonds. Many of these have unique technological advantages for us, and some even hold strategic significance.

Finally, consumption. Economic growth and capital markets ultimately revolve around this. Genuine consumption stimulation cannot rely on temporary boosts; it must be fundamentally changed. This is proactive recovery, not passive leverage.
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CoconutWaterBoyvip
· 19h ago
Humanoid robots indeed have the most authentic feel, but honestly, mass production still depends on future market feedback. --- Autonomous driving has been hyped for many years, but once it reaches users, it's a different story. I'm a bit skeptical about full coverage in Hangzhou. --- The real focus is on consumption. Just burning money to stimulate isn't enough; we need to genuinely make people have money to spend. --- Controlled nuclear fusion is a long road; I think we need to wait a bit longer. --- Smart driving, humanoid robots, and AI applications are the top three most competitive areas among the six directions. Capital is definitely pouring in heavily. --- Energy metals and rare earths are hidden tracks, but the problem is that ordinary retail investors can't quite grasp them. --- To put it simply, it still depends on policy trends. Whoever gets support from above is where the money will be invested.
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PhantomMinervip
· 20h ago
Humanoid robots, I believe in this area, but to be honest, the mass-produced ones in China right now... are a bit disappointing. --- Smart driving is being rolled out nationwide? Haha, let's first train the AI for Beijing's taxis properly. --- Consumption is the real key issue; money needs to be spent, just shouting slogans won't do. --- Energy metals and rare earth advantages are indeed there, but the selling prices are cheap, which is an awkward situation. --- Controlled nuclear fusion still feels far off; the costs can't be brought down. --- Among the six directions, only two can really make big profits; don't be led by public opinion.
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ProposalManiacvip
· 20h ago
Buddy, there's a missing key link in this logical chain — who is going to foot the bill? Humanoid robots, intelligent driving, nuclear fusion, all sound good, but how are the governance mechanisms designed? Who is pushing, how are they pushing, and what happens if they fail? Our biggest pitfall in history has been having money but no oversight. You’re half right about the consumption part, but "fundamentally changing" sounds like shifting the blame onto policies. The real issue is income expectations — making ordinary people confident about the future. That’s the truly incentive-compatible design. Just stimulating consumption is passive retreat, and you know that. As for the rollout of intelligent driving across different places, let’s wait and see. Some projects look vigorous, but in the end, they all turn into unfinished projects in the performance record.
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