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Since November, sell-side institutions have been rolling out their 2027 investment strategies in quick succession. After CITIC Securities and Huatai Securities took the lead in publishing theirs, China Securities, Zheshang Securities and many other brokerages are set to hold offline strategy meetings this week. Brokerages broadly agree that the AI industry narrative is far from over, that trends within the tech sector may diverge, that non-AI sectors still have room for structural recovery, and that the market need not be overly pessimistic. With structural opportunities outweighing a market-wide re-rating, multiple institutions advise investors positioning for the 2027 market to anchor themselves in fundamentals and maintain a well-diversified allocation.
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