CITIC Construction Investment: A-Shares Set to Embrace a Structural, Gradual Bull Market in H2 2026
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Author:小编   

Based on the research report, the A-share market is poised to enter a structural, gradual bull market in the latter half of 2026, propelled by sector-specific growth and concentrated capital inflows. Investors are advised to adopt a "prosperity-centric" investment approach, with a keen focus on two primary themes: the "computing power surge" and the "recovery-driven rally". Notably, the AI computing power sector has not yet fully succumbed to a bubble phase, with expectations of sustained prosperity across the entire industry chain. Meanwhile, the "recovery-driven rally" is anticipated to be fueled by a positive shift in the Producer Price Index (PPI) and an uptick in external demand, marking it as another pivotal investment avenue.