Goldman Sachs released a macro report entitled “China's 2026 Outlook: Exploring New Momentum” on the 5th. According to the report, high-profile Chinese stocks are recommended in 2026. The report analyzed that in 2026, China's exports have structural upward space; investment is expected to rebound with policy support; policies pay more attention to service consumption and encourage increased vacations and paid vacations. The report also mentioned that in the “15th Five-Year Plan” plan proposal, “building a modern industrial system” and “speeding up self-reliance and self-improvement in a high level of technology” are priorities, and China's exports and current account are likely to remain strong in the next few years. The Goldman Sachs stock strategy team previously proposed high-allocation A shares and Hong Kong stocks in the Asia-Pacific region. The Chinese stock market is expected to rise 15% to 20% every year in 2026 and 2027. Drivers of the acceleration in profit growth include the application of artificial intelligence, the trend of “going overseas”, and “anti-domestic” policies. Furthermore, the current valuation of the Chinese stock market is significantly discounted compared to global peers.

Goldman Sachs released a macro report entitled “China's 2026 Outlook: Exploring New Momentum” on the 5th. According to the report, high-profile Chinese stocks are recommended in 2026. The report analyzed that in 2026, China's exports have structural upward space; investment is expected to rebound with policy support; policies pay more attention to service consumption and encourage increased vacations and paid vacations. The report also mentioned that in the “15th Five-Year Plan” plan proposal, “building a modern industrial system” and “speeding up self-reliance and self-improvement in a high level of technology” are priorities, and China's exports and current account are likely to remain strong in the next few years. The Goldman Sachs stock strategy team previously proposed high-allocation A shares and Hong Kong stocks in the Asia-Pacific region. The Chinese stock market is expected to rise 15% to 20% every year in 2026 and 2027. Drivers of the acceleration in profit growth include the application of artificial intelligence, the trend of “going overseas”, and “anti-domestic” policies. Furthermore, the current valuation of the Chinese stock market is significantly discounted compared to global peers.