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CITIC Securities' research report highlights that in the latter half of 2026, China's economic landscape will be shaped by the ripple effects of the AI industry's capital expenditure cycle and imported inflationary pressures. Despite these influences, exports are expected to maintain their strength, while domestic demand will exhibit stability. The report projects an actual GDP growth rate of around 4.7% for the entire year. When it comes to asset allocation, base metals, crude oil, and equity assets emerge as relatively secure choices. Within the equity asset category, a combination of 'AI + energy and chemicals' warrants particular attention. As for bonds, interest rates in the bond market are anticipated to oscillate within a defined range.
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