Di Yi Cai Jing·2025-12-11 13:09Group 1: Overall Market Outlook - Foreign investors believe that the A-share market will continue to exhibit a slow bull market in 2026, with a focus on the resilience of corporate earnings and accelerating reforms [1][10] - The Chinese stock market has shown stronger resilience than expected, with improving market confidence and a supportive policy stance [10][11] - Global stock funds are actively seeking alternatives outside the US market, with China being viewed as a potential destination for capital inflow [11] Group 2: Focus on Technology and AI - Foreign investors are optimistic about the performance of Chinese technology stocks, particularly in the AI sector, with expectations of rich application scenarios and accelerated monetization in 2026 [1][8] - AI-related companies have been the most favored in recent foreign institutional research, with significant interest in firms like Huichuan Technology, Luxshare Precision, and Optoelectronics [3][4] - UBS and Goldman Sachs highlight that AI will continue to be a major investment theme, with AI-driven innovations expected to boost market performance and corporate earnings growth [8][9] Group 3: Institutional Research and Investment Strategies - Over 200 A-share companies have been researched by foreign institutions recently, with a notable focus on AI-related firms [3] - Key areas of inquiry during these research sessions include R&D investments, new product developments, and internationalization strategies of technology companies [4][5] - Foreign investors are advised to allocate up to 30% of their portfolios to AI and related sectors, reflecting the anticipated growth in these areas [8]