To The Moon

Cognition and Fortune: Money-Making Plans and Strategies for 2026–2028

Published by: Minglong Think Tank | Strategy Research: Yu Minglong

The combination of AI intelligence, big data and robotics marks the dawn of core intelligent productivity and the core intelligence era. The defining features of this era include mass unemployment, growing grid-based stratification of society, and mounting employment pressure alongside rising living costs. These trends will inevitably trigger industry-wide and localized social unrest. As intelligent applications and AI computing power spread explosively across the globe, the survival conflict between core intelligent productivity and human labor will escalate: labor costs will decline while jobs become increasingly scarce, giving rise to more extreme social problems worldwide.

Based on an objective assessment of current AI and robotics development speeds, human society will formally confront the social challenges and application governance issues brought by core intelligent productivity between 2032 and 2035. The period from 2026 to 2028 will be a critical cycle for AI application rollout and urban intelligent upgrading, as well as a pressing window for China to address the aging of its agricultural population.

Accordingly, the top government priorities globally from 2026 to 2028 will fall into the following areas:

1. AI application standardization and industry governance: Development of related industries will be curbed. Meanwhile, high deployment costs of AI products/services and severe cybersecurity risks will become the primary causes of widespread losses among the first wave of AI application developers and operators.

2. Urban and residential intelligent upgrading: Most buildings constructed between 2005 and 2015 face aging interiors, facilities and pipelines, with some becoming dilapidated. Community and urban planning also fail to align with future development expectations, making "demolish the old, build the new" the overriding theme going forward.

In addition, the decline and aging of agricultural populations in China and other countries have already emerged as a growing crisis. Food security and food safety are expected to become pressing priorities for governments worldwide from 2026 to 2028, and even through 2035.

Finally, there are the issues of next-generation education and employment. The arrival of the AI era will overhaul the existing education systems of all countries, including China. Children’s education duration will shorten, and the working age threshold will lower, with most young people gaining employability between the ages of 16 and 18. Countries that implement the fastest, most thorough education reforms — and best match the characteristics and needs of concentrated education for children aged 3–6 and 6–12 — will build the strongest talent pools and most successful next-generation cultivation programs.

Global Investment Environment and Opportunities

First, across China, the US, the UK, Russia, Japan, South Korea and other markets, groups engaging in speculative gambling based on subjective human analysis in stock, forex and futures markets will gradually disappear. Intelligent quantitative trading systems built around different cycles and strategies will be widely adopted in short-term trading — an irreversible industry transformation. As a result, large numbers of researchers, traders and practitioners in securities, finance, futures, digital currencies and other fields will lose their jobs, and the number of retail investors directly participating in markets will drop sharply.

For now, in both China’s A-share market and the US stock market, the minimum cycle suitable for subjective human investment judgment is no shorter than daily-level trends. For both retail and institutional investors to achieve sustained long-term profitability, strategies based on weekly and monthly cycles remain the reliable approach.

Based on our monitoring and analysis of industry trends and market capital flows, global investment hotspots will shift from the technology sector to real economy segments between October 2026 and December 2028. Key areas will include: real estate development, property operation, infrastructure construction, logistics, clean energy (photovoltaics and wind power), retail and international trade, healthcare and pharmaceuticals, vocational education, and AI education. On the flip side, investors and institutions will suffer heavy losses from high-flying tech stocks hyped since 2023, as well as other heavily hyped listed companies and futures instruments.

Of particular note: bad, doubtful and non-performing loans accumulated over 2020–2030 by governments at all levels, large financial institutions and credit agencies worldwide are expected to erupt on a large scale between 2028 and 2030, leading to a wave of bank failures across the globe.

Lastly, we list several listed companies likely to see concentrated speculation from 2026 to 2028. The purpose is to help readers better understand stock selection logic, investment process management and risk management in the current market environment, and to grasp the nature of capital markets. Only through continuous trend monitoring, effective investment process management, freedom from emotional biases and personal preferences in subjective decision-making, and rational responses to the risks of price gaming and short-term hype, can investors secure a fighting chance in capital markets.

Sample Investment Plans

JD.com (JD)

• Date formulated: October 5, 2026

• Applicable investment amount: ≤ USD 2 billion

• Risk mitigation price range (increase position by 100% when reached): 19.63 – 21.47

• Expected maximum unrealized loss: -25%

• Buy-in price range (purchase per planned quota when reached): 25.76 – 27.47

• First take-profit price range (take profit in weak markets when reached): 51.31 – 53.02

• Second exit price range (close position when reached): 71.5 – 73.2

• Planned investment period: 38 – 69 months

• Estimated profit range: approx. 108% – 172%

Mango Excellent Media (300413.SZ)

• Date formulated: January 18, 2026

• Applicable investment amount: ≤ RMB 800 million

• Risk mitigation price range (increase position by 100% when reached): 12.58 – 13.85

• Maximum drawdown risk: -29%

• Buy-in price range (purchase per planned quota when reached): 18.41 – 19.73

• First take-profit price range (take profit in weak markets when reached): 36.79 – 38.26

• Second exit price range (close position when reached): 42.83 – 44.30

• Planned investment period: 26 – 41 months

• Estimated profit range: approx. 106% – 128%

360 Security Technology (601360.SH)

• Date formulated: August 23, 2026

• Applicable investment amount: ≤ RMB 1.2 billion

• Risk mitigation price range (increase position by 100% when reached): 5.88 – 6.85

• Maximum drawdown risk: -32%

• Buy-in price range (purchase per planned quota when reached): 8.50 – 9.84

• First take-profit price range (take profit in weak markets when reached): 18.42 – 19.83

• Second exit price range (close position when reached): 21.74 – 22.60

• Planned investment period: 22 – 46 months

• Estimated profit range: approx. 118% – 146%

Judging from the current fundamentals and operational capacity of these three companies, barring delisting or special treatment (ST) risks, the buy-sell price ranges derived from our trend quantification and valuation models will materialize within 1 to 5 years amid future market cycles. By closely tracking corporate operational performance and market valuation expectations, and managing investments in alignment with industry trends, investors can achieve average returns far higher than institutions or individuals engaged in frequent trading and phased speculation — simply by completing one such investment cycle every 1 to 3 years.

More often than not, investment opportunities in capital markets are right before our eyes. What holds us back is a lack of foresight and sound judgment about the future, which leaves us unable to see the bigger picture. Many people believe they are smarter than the market, seeking to profit from extreme volatility and price swings within a limited timeframe. They chase the thrill of daily trading, only to end up among the over 90% who become feeders of the market — losing money, growing frustrated, and alienating others in the process.

All content above is for research purposes only and does not constitute investment advice or a basis for investment decisions. That concludes today’s sharing. See you in the next article.