2026년에 유망한 섹터는 어디일까요? 🧩

Ai slop

Space

Depends what you're wanting. New emerging markets are volatile.

My view currently is we're entering a second space race, we're going back to the moon with humans and it's becoming cheaper to send things to space due to the huge advancements in rocket technology. Rockets are becoming cheaper and stronger due to recycling rockets and 3D printing in metals/alloys which allow us to produce to insanely strong but complex designs previously impossible.

Think if you're investing over a long period, there's some incredible advancements in the commercial space sector happening at the moment.

Space

All of them.

The problem that I have with some thematic ETFs is that even with a theme working well, the holdings are almost always some degree of mixed bag: a bit of great, some good, a bunch okay and some things that are part of a theme but for whatever reason aren't working.

"Although AI chips haven't been growing very good for the past year with nvidia downfall "

Where is the NVDA downfall? It's up 42% in the last year. SOXX is +60%. If by NVDA downfall you mean the recent correction that was around 9-10% off the high, then I would be cautious about investing in this sort of thing. I think semi/semicap names are going to continue to benefit from the massive capex spending over at least the next year or two but it's a very volatile sector and definitely won't be a straight line higher. You want to be buying when it's been like it has recently, before the rebound like yesterday.

"National defense, specifically EU,"

EUAD

"Rare metals (currently near ATH so my safe ass will skip these)"

If you're a conservative investor nothing wrong with that, but I would hesitate to recommend any of these sorts of things - all of these sorts of growth themes are going to be volatile. I own SETM in terms of strategic minerals/materials.

"- Cybersecurity"

I think a fair amount of names in this theme have been caught up in the selling of anything software lately. In terms of an ETF, something like CIBR.

"Not looking for hidden gems, rather the safest options"

I don't think these themes are "safe" bets if you're looking for something that isn't volatile.

I’d personally diversify across a few growing sectors instead of putting everything in one trendy area.

Toys r us.

Instead of chasing "hot" sectors, I'd flip the question: which sectors are currently *out of favor* but have strong fundamentals? Healthcare and pharma got hammered by regulatory uncertainty and tariff fears - companies like UNH or PFE are trading at significant discounts to their 5-year averages. Same with enterprise software after the AI-will-replace-everything panic - many established SaaS names with sticky revenue are down 30-40% despite solid cash flows.

The value investor's edge isn't predicting which theme wins, it's buying quality when everyone else is running away. Your S&P 500 base is smart, but if you want sector exposure, consider looking at what's unloved rather than what's in the headlines. The best time to buy defense stocks was before the Ukraine war, not after they tripled.