中信建投首席经济学家黄文涛:2026年是“战略反攻之年”,看好与“十五五”时期夯实基础、全面发力、拥抱新一轮科技和产业革命主线携手前行的人民币资产
Sou Hu Cai Jing·2025-11-11 07:30

Group 1 - The core viewpoint of the speech is that 2026 will be a year of solidifying foundations and comprehensive efforts, marking the beginning of a strategic counterattack in the external environment, innovation in economic structure, and a focus on boosting domestic demand and building a strong domestic market [1] - The fiscal and monetary policies are expected to be more proactive, indicating a dual easing approach in 2026 [1] - The overall risk landscape is anticipated to converge, suggesting a more stable environment for investments, particularly in RMB assets, aligning with the themes of the 14th Five-Year Plan [1] Group 2 - The Shanghai Composite Index closed at 4002.76, down by 15.84 points or 0.39% [2] - The Shenzhen Component Index fell to 13289.01, decreasing by 138.61 points or 1.03% [2] - The ChiNext Index also saw a decline, closing at 3134.32, down by 44.51 points or 1.40% [2] Group 3 - The top-performing indices included the Forestry Index, which rose by 1.62%, and the Gas Index, which increased by 1.60% [3] - The Chemical Raw Materials Index and the Environmental Protection Index also showed positive performance, rising by 0.87% and 0.81% respectively [3] - The Real Estate Index recorded a gain of 0.88% over the past five days [3]