The beginning of 2026 has been truly incredible. Tech stocks led by commercial aerospace are soaring one after another, in a complete frenzy mode. However, recently it’s clear that regulatory authorities are stepping in to cool down the market. Today, the satellite industry ETF even dropped as much as 9%, and this signal is quite clear.

From this perspective, those previously undervalued sectors might actually present new opportunities. The AI application sector at low levels, as well as medical devices and healthcare services, seem to be gathering momentum. Coincidentally, these two sectors led the gains today, which is not a coincidence but a sign of capital quietly shifting.

As the hype around commercial aerospace wanes, AI applications are very likely to take over as the next mainstream hotspot. As for medical devices and healthcare services, new investment opportunities are also brewing. The logic of sector rotation has always been there; the key is to seize this turning point.