2026全球资本再配置：中国资产从“可选项”变为“必答题”

Core Viewpoint - 2026 is seen as a pivotal year for global capital reallocation, with Chinese assets becoming essential for international investors due to their "valuation advantage + growth momentum" [1] Group 1: Investment Trends - Multiple financial institutions predict that 2026 will continue the "revaluation of Chinese assets," with A-shares and RMB assets expected to attract ongoing inflows of domestic and foreign capital [1] - The confidence of foreign institutions in Chinese assets stems from a reassessment of China's economic fundamentals and optimistic outlooks, with several international banks raising their GDP growth forecasts for China in 2026 [2] Group 2: Economic Developments - The rapid development of emerging industries in China, including digital economy and green low-carbon transformation, is injecting new momentum into economic growth, with significant increases in the value added of digital manufacturing and smart equipment sectors [3] - The restructuring of monetary order, characterized by a decline in the safety of dollar assets, alongside the resilience of China's economic fundamentals, is likely to reinforce the logic of currency order reconstruction and promote the revaluation of Chinese assets [3] Group 3: Currency and Asset Valuation - The trend of a "weak dollar and strong RMB" is expected to continue into 2026, with international investors showing increased preference for RMB assets as China's economy stabilizes [4] - Investment opportunities in 2026 are expected to focus on technology growth sectors, particularly in AI, chips, and automation, with Chinese tech stocks being prioritized in global portfolios [4]