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Recently, McKinsey released an industry analysis report on the most promising markets in 2040. When you have a clear view of the future, investing becomes easier. The report mentions that in 2015, electric vehicles ranked 54th in industry output, but now they are ranked second. If you had invested in Tesla stocks early on, your returns would have been hundreds of times over. Next, let's discuss the opportunities in the top 9 most promising industries before 2040.

Let's take a look at the overview first, ranking the top 18 industries with the most potential in the future.
1. E-commerce
2. Artificial intelligence software and services
3. Cloud services
4. Electric vehicles
5. Digital advertising
6. Semiconductors
7. Shared self-driving cars
8. Space industry
9. Cybersecurity
10. Battery technology
11. Modular construction
12. Streaming video
13. Video games
14. Robotics
15. Industrial and consumer biotechnology
16. Air transportation
17. Drugs for obesity and related diseases

1️⃣E-commerce
High growth scenario in 2040: $14 trillion – $20 trillion
✅ Investment highlights:
• Growth factors: social e-commerce, the rapid rise of Q-commerce (instant e-commerce), and increased penetration in emerging markets.
• Favorable demographic and consumption trends: The expansion of the global middle class, the popularity of mobile devices, and the improvement of payment infrastructure have accelerated the penetration of online consumption.
⚙️ Structural dynamics:
•

4️⃣Electric Vehicles
High growth scenario in 2040: $2.5 trillion – $3.2 trillion
✅ Investment highlights:
• The trend of electrification is irreversible, driven by policy support and changes in user preferences;
• Battery costs continue to decline, endurance performance improves, and user acceptance increases;
• The construction of charging infrastructure is accelerated, driving demand release;
•

7️⃣Shared Autonomous Vehicles
High growth scenario in 2040: $610 billion – $2.3 trillion
✅ Investment highlights:
• Continuous breakthroughs in autonomous driving technology (perception system, decision control, computing platform);
• “Unmanned” urban travel can significantly reduce the unit travel cost and subvert the taxi/travel market;
• Huge platform space: Once feasible, the scale effect and data barriers are extremely strong.

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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