Recently, numerous institutions have unveiled their investment forecasts for the A-share market in 2026. These institutions generally hold the view that China's equity market will present structural opportunities over the medium to long term. The primary driving forces behind this outlook include enhancements in corporate profitability, realignments in capital allocation, and improvements in policy and regulatory frameworks.
When it comes to investment directions, technology and dividend-paying assets have emerged as focal points. An investment research chief from a foreign institution based in Shanghai remarked that the Chinese market is rife with investment prospects. The AI breakthrough exemplified by DeepSeek underscores the capacity of Chinese tech firms to gain a competitive edge through innovation. Indeed, Chinese AI enterprises are poised to become formidable global contenders.
