Since December, prominent foreign financial institutions including UBS, JPMorgan Chase, and Fidelity International have sequentially unveiled their macroeconomic and stock market forecasts for 2026. They have highlighted that Chinese assets exhibit robust potential for a sustained rebound, underpinned by profit growth, accelerated innovation, and favorable valuation conditions. Throughout this year, Middle Eastern capital has significantly ramped up its investments in Chinese assets. Meanwhile, international investors have been actively engaging in high-caliber Hong Kong stock initial public offerings (IPOs) and large-scale placement initiatives.

It is widely anticipated that in 2025, overseas long-term funds will exhibit a proactive stance in flowing into the Chinese stock market. Industry allocations are expected to concentrate on sectors such as technology and biotechnology. Foreign institutions maintain an optimistic view of tech stocks. Looking ahead to 2026, Fidelity International foresees a continuous influx of funds from foreign entities. JPMorgan Chase has put forward four key investment themes, while Deutsche Bank has conducted an in-depth analysis of the structural factors propelling China's economic growth.

The burgeoning confidence among international investors is intricately linked to the macroeconomic policy framework. Several foreign institutions have noted that global investors are keenly observing whether advancements in artificial intelligence (AI) and other domains can inject fresh momentum. They are of the belief that AI and technology serve as pivotal catalysts for global stock market expansion. Additionally, the global competitiveness of leading Chinese companies venturing overseas is garnering substantial attention.