2026全球资本再配置中国资产成必选项

Core Insights - 2026 is viewed as a pivotal year for global capital reallocation, with Chinese assets transitioning from an "optional" choice to a "must-have" for international investors due to their valuation advantages and growth momentum [1][2] Group 1: Economic Outlook - Multiple financial institutions predict that 2026 will continue the trend of "revaluation of Chinese assets," with expectations of sustained inflows of domestic and foreign capital into the A-share market and RMB assets [1] - Standard Chartered Bank has recently raised its GDP growth forecast for China in 2026, citing strong export performance and continuous productivity improvements as key factors [2] Group 2: Sectoral Developments - The rapid development of emerging industries, particularly in digital economy, green transformation, and AI, is injecting new momentum into China's economic growth, with significant increases in manufacturing value added in digital industries [3] - Key sectors such as AI, semiconductor, automation, and robotics are highlighted as critical investment opportunities, with a consensus among institutions to focus on these areas for future growth [4] Group 3: Currency and Investment Trends - The trend of a "weak dollar and strong RMB" is expected to persist, with international investors showing increased interest in Chinese assets as the economy stabilizes [4] - The ongoing revaluation of Chinese assets is seen as just beginning, with further price adjustments anticipated in 2026, particularly in technology innovation areas supported by national planning [4]