As the year draws to a close, a number of public fund institutions, such as Guotai Asset Management, China Europe International Business School Asset Management, and Great Wall Asset Management, have convened annual strategy meetings. These gatherings aim to offer insights and forecasts regarding the market landscape for 2026.

The majority of public funds are of the opinion that, bolstered by ongoing policy initiatives, the profit growth of listed companies is poised for a resurgence in 2026. Consequently, they retain a bullish stance on the A-share market.

When it comes to investment prospects, certain fund managers anticipate that the market will gradually witness a trend propelled by the synergy between external and internal demand. Notably, the AI industrial chain presents structural opportunities, especially within AI application domains. Furthermore, sectors centered around technological advancement, including high-end manufacturing and robotics, are also regarded as pivotal investment themes.